Civic Intelligence

Dewitt and Caroline Van Evera Fdn

990PF • Fiscal year 2019 • EIN 87-6117907

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 18, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-159%

Higher net margin than 4% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$16,282

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$848,381

Down $183,221 (-18%) from 2018

Net Assets

Down

$848,381

Down $183,221 (-18%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin4th percentile

Revenue

Down

$114,795

Down $341,936 (-75%) from 2018

Expenses

Up

$297,854

Up $5,349 (+1.8%) from 2018

Net Income

Down

-$183,059

Down $347,285 (-211%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,907,277Liabilities 2010: $0Net Assets 2010: $1,907,2772010Assets 2011: $1,865,402Liabilities 2011: $02011Assets 2012: $1,574,024Liabilities 2012: $02012Assets 2013: $1,416,054Liabilities 2013: $02013Assets 2014: $1,392,446Liabilities 2014: $02014Assets 2015: $1,220,697Liabilities 2015: $02015Assets 2016: $1,064,847Liabilities 2016: $0Net Assets 2016: $1,064,8472016Assets 2017: $868,544Liabilities 2017: $0Net Assets 2017: $868,5442017Assets 2018: $1,031,602Liabilities 2018: $0Net Assets 2018: $1,031,6022018Assets 2019: $848,381Liabilities 2019: $1Net Assets 2019: $848,3812019Assets 2020: $562,455Liabilities 2020: $1Net Assets 2020: $562,4552020Assets 2021: $334,623Liabilities 2021: $1Net Assets 2021: $334,6232021Assets 2022: $47,972Liabilities 2022: $0Net Assets 2022: $47,9722022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$848,381
Liabilities$1
Net Assets$848,381
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $272,8892010Revenue 2011: $237,391Expenses 2011: $279,267Net Income 2011: -$41,8762011Revenue 2012: -$16,597Expenses 2012: $274,781Net Income 2012: -$291,3782012Revenue 2013: $124,329Expenses 2013: $282,299Net Income 2013: -$157,9702013Revenue 2014: $247,207Expenses 2014: $269,464Net Income 2014: -$22,2572014Revenue 2015: $106,901Expenses 2015: $278,636Net Income 2015: -$171,7352015Revenue 2016: $119,253Expenses 2016: $275,756Net Income 2016: -$156,5032016Revenue 2017: $90,171Expenses 2017: $286,097Net Income 2017: -$195,9262017Revenue 2018: $456,731Expenses 2018: $292,505Net Income 2018: $164,2262018Revenue 2019: $114,795Expenses 2019: $297,854Net Income 2019: -$183,0592019Revenue 2020: -$1,157Expenses 2020: $284,230Net Income 2020: -$285,3872020Revenue 2021: $130,644Expenses 2021: $358,474Net Income 2021: -$227,8302021Revenue 2022: $71,856Expenses 2022: $393,506Net Income 2022: -$321,6502022Revenue 2023: $8,927Expenses 2023: $55,903Net Income 2023: -$46,9762023

Highlighted filing

2019

Revenue$114,795
Expenses$297,854
Net Income-$183,059
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 18, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$16,282-$16,282
MARGRETTA FORRESTERAdvisory Board-$0--
ELIZABETH ESBERAdvisory Board-$0--
STEPHEN VAN EVERAAdvisory Board-$0--
Filing and Contact Details

Filer

Filer Name
Dewitt and Caroline Van Evera Fdn
EIN
87-6117907
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2020-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1810217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt613340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt89038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-1742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt138833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt152869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt164519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt416646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt613626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt741278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt812772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1043570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1234562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1311313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1558753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt166506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01. BANK OF AMERICA CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc165. AMERICAN EXPRESS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc265. BERKSHIRE HATHAWAY INC CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc355. DISNEY (WALT) COMPANY HOLDING COMPANY COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41913.278 EATON VANCE GLOBAL MACRO FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc525. JP MORGAN CHASE & CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc695. JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71887.414 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc895. PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9120. PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102855.189 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112261.119 SALIENT MLP ENERGY INFRASTRUCTURE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123010.66 TIAA CREF INFLATION LINKED BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1365. 3M CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1430. UNITED TECHNOLOGIES CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc156737.692 VOYA INTERNATIONAL REAL ESTATE I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1635. ACCENTURE PLC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc171. AMGEN INC COMMON STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt089872
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-183059
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0179
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt017
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0848560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01031602
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0848381
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047919
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047919
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047919
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048907
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0988
IRS990PF/DistributableAmountGrp/TotalTaxAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04384
IRS990PF/FMVAssetsEOYAmt0933756
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01031602
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0848381
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0479
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0246
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0206084
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0160393
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0168067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0789205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0621460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0703592
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01904
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0419
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0419
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt045180
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt040749
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033930
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020683
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01031602
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0848381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0933756
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01031602
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0848381
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01031602
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0848381
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0993045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019483
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0973562
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014896
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048907
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0978149
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0993045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016282
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARGRETTA FORRESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH ESBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEPHEN VAN EVERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADVISORY BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1431 N POLO DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23413 RIGGS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt324 DELMAR ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ST LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OXFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd163105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0168367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0169355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0269266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0263748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0253049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0251654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0236446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.172128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.22443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.191848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.174268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.148546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.121548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$848,381
Liabilities
$1
Net assets
$848,381
Revenue
$114,795
Expenses
$297,854
Net income
-$183,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.07$0.39$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.13$0.36$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.00$0.28$0.29
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.11$0.30$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.46$0.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.09$0.29$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.28$0.16
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$0.11$0.28$0.17
2014Summary only. Only limited summary data is available for this year.$1.39$0.00$0.25$0.27$0.02
2013Summary only. Only limited summary data is available for this year.$1.42$0.00$0.12$0.28$0.16
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.02$0.27$0.29
2011Summary only. Only limited summary data is available for this year.$1.87$0.00$0.24$0.28$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.27