Civic Intelligence

Dugan-Scallon Foundation

990PF • Fiscal year 2024 • EIN 86-6635517

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 23, 2025

PO Box 0634Milwaukee, WI 53201-0634

(855) 452-4015

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

9th percentile

-45%

Higher net margin than 9% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$144,604

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

24th percentile

-1.8%

Faster asset growth than 24% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$14,929,771

Down $273,141 (-1.8%) from 2023

Net Assets

$14,929,771

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Down

$606,551

Down $1,293,945 (-68%) from 2023

Expenses

Up

$878,509

Up $167,396 (+24%) from 2023

Net Income

Down

-$271,958

Down $1,461,341 (-123%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2021: $7,803,119Liabilities 2021: $12021Assets 2022: $12,326,710Liabilities 2022: $0Net Assets 2022: $12,326,7102022Assets 2023: $15,202,912Liabilities 2023: $12023Assets 2024: $14,929,771Liabilities 2024: $0Net Assets 2024: $14,929,7712024

Highlighted filing

2024

Assets$14,929,771
Liabilities$0
Net Assets$14,929,771

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2021: $8,094,872Expenses 2021: $291,722Net Income 2021: $7,803,1502021Revenue 2022: $5,193,602Expenses 2022: $670,007Net Income 2022: $4,523,5952022Revenue 2023: $1,900,496Expenses 2023: $711,113Net Income 2023: $1,189,3832023Revenue 2024: $606,551Expenses 2024: $878,509Net Income 2024: -$271,9582024

Highlighted filing

2024

Revenue$606,551
Expenses$878,509
Net Income-$271,958
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$144,604-$144,604
ANDREW W MADAYCo-Trustee-$20,000-$20,000
COLETTE M CHAFFEECo-Trustee-$20,000-$20,000
MARY R GORMANCo-Trustee-$20,000-$20,000
SARAH S GODFREYCo-Trustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Dugan-scallon Foundation
EIN
86-6635517
Phone
8554524015
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8554524015
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3864110L106 NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4100724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42018802108 ALLIANT ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4302209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48166764100 CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4917275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5020825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5126441C204 DUKE ENERGY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52291011104 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5330231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54370334104 GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55440452100 HORMEL FOODS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5758933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5870432V102 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6388579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6492343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6609290D101 BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6826142V105 DRAFTKINGS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6929444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7158733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7283444M101 SOLVENTUM CORP COM S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7592537N108 VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76G29183103 EATON CORP PLC SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01280974
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1563600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22499377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3353317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4109042
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5852987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0464287499 ISHARES RUSSELL MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt246432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt346434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287200 ISHARES CORE S P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt656064L298 MAINSTAY CBRE GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt778462F103 SPDR S P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846137V357 INVESCO S P 500 EQUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01498203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1546149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23527959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3350222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4176410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5823581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0379860
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0212892
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01425
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0594177
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0594177
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0212892
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt030460
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0194144
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0224604
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0647000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0647000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt012374
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0378810
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0379860
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-271958
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04372201
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0212892
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0396110
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01425
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02873
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0679061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0197017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0878509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0593127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0606551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt032061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0197017
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0231509
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314694

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