Civic Intelligence

Farley Charitable Trust

990PF • Fiscal year 2023 • EIN 91-6363571

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 12, 2024

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(206) 340-8044

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

19th percentile

-25%

Higher net margin than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$45,789

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.8%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,006,302

Down $54,139 (-1.8%) from 2022

Net Assets

Down

$3,006,302

Down $54,139 (-1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Down

$183,993

Down $182,791 (-50%) from 2022

Expenses

Up

$230,732

Up $7,222 (+3.2%) from 2022

Net Income

Down

-$46,739

Down $190,013 (-133%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,289,248Liabilities 2012: $02012Assets 2013: $2,476,371Liabilities 2013: $02013Assets 2014: $2,646,597Liabilities 2014: $02014Assets 2015: $2,670,939Liabilities 2015: $02015Assets 2019: $2,980,113Liabilities 2019: $02019Assets 2020: $2,925,899Liabilities 2020: $0Net Assets 2020: $2,925,8992020Assets 2021: $2,944,699Liabilities 2021: $0Net Assets 2021: $2,944,6992021Assets 2022: $3,060,441Liabilities 2022: $0Net Assets 2022: $3,060,4412022Assets 2023: $3,006,302Liabilities 2023: $0Net Assets 2023: $3,006,3022023Assets 2024: $2,858,747Liabilities 2024: $0Net Assets 2024: $2,858,7472024Assets 2025: $2,909,419Liabilities 2025: $0Net Assets 2025: $2,909,4192025

Highlighted filing

2023

Assets$3,006,302
Liabilities$0
Net Assets$3,006,302
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200KRevenue 2012: $190,030Expenses 2012: $169,092Net Income 2012: $20,9382012Revenue 2013: $361,464Expenses 2013: $175,536Net Income 2013: $185,9282013Revenue 2014: $367,076Expenses 2014: $190,212Net Income 2014: $176,8642014Revenue 2015: $227,037Expenses 2015: $196,000Net Income 2015: $31,0372015Revenue 2019: $221,932Expenses 2019: $176,661Net Income 2019: $45,2712019Revenue 2020: $146,957Expenses 2020: $206,958Net Income 2020: -$60,0012020Revenue 2021: $222,387Expenses 2021: $209,702Net Income 2021: $12,6852021Revenue 2022: $366,784Expenses 2022: $223,510Net Income 2022: $143,2742022Revenue 2023: $183,993Expenses 2023: $230,732Net Income 2023: -$46,7392023Revenue 2024: $65,827Expenses 2024: $218,574Net Income 2024: -$152,7472024Revenue 2025: $270,627Expenses 2025: $219,450Net Income 2025: $51,1772025

Highlighted filing

2023

Revenue$183,993
Expenses$230,732
Net Income-$46,739
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 12, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$45,789-$45,789
Filing and Contact Details

Filer

Filer Name
Farley Charitable Trust
EIN
91-6363571
Phone
2063408044
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
2063408044
Signed
2024-06-12
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/StockNm96VULCAN MATLS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WORKDAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9800724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10002079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10303027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11009247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11517275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117191216100 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11820030N101 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11921036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12022160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12226875P101 E O G RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12530040W108 EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12630303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12734959J108 FORTIVE CORP WI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12838141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129416515104 HARTFORD FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132445658107 HUNT J B TRANS SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133452327109 ILLUMINA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13446625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13757636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13958933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14368902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14470450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14774340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148744320102 PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150854502101 STANLEY BLACK DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152872590104 T -MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15387612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15591324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15692343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157929160109 VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15892939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159962166104 WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160969457100 WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16198138H101 WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162G54950103 LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165H01301128 ALCON INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1647353
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt334080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt455776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt555983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt663891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt778031
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8110911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9100075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1089638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1145716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1243506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1331253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1477795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1536563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1613289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1761210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18112257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1973438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2077817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2161930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2222505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2344434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2457303
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PIMCO INCOME FUND INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PT-CHARITABLE INCM FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3WESTERN ASSET MAC OPP OS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BLACKROCK STRAT INC OPPS CL K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DOUBLELINE CORE FIXED INC CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CS FLOATING RATE HIGH INCM I #
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt800191K849 AQR STYLE PREMIA ALT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9014009005 PT-CHARITABLE INCM F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10024525669 AHL MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1109250J734 BLACKROCK EVENT DRIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1209258N570 BLACKROCK TACTICAL O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1309260B374 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1422540S836 CREDIT SUISSE FL RT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15233203868 DFA LARGE CAP INTL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1624610B826 DELAWARE SMALL CAP C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17256206103 DODGE COX INTERNATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18258620301 DOUBLELINE CORE FIX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19413838723 OAKMARK INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2041665X859 HARTFORD SCHRODERS E
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22552746356 MFS INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23670678119 NUVEEN REAL ESTATE S
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27904504479 UNDISCOVERED MGRS BE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29922042858 VANGUARD FTSE EMERGI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3292835M414 ALPHASIMPLEX MGD FUT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,006,302
Liabilities
$0
Net assets
$3,006,302
Revenue
$183,993
Expenses
$230,732
Net income
-$46,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.27$0.22$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.07$0.22$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.18$0.23$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$0.37$0.22$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.22$0.21$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.15$0.21$0.06
2019Summary only. Only limited summary data is available for this year.$2.98$0.00$0.22$0.18$0.05
2015Summary only. Only limited summary data is available for this year.$2.67$0.00$0.23$0.20$0.03
2014Summary only. Only limited summary data is available for this year.$2.65$0.00$0.37$0.19$0.18
2013Summary only. Only limited summary data is available for this year.$2.48$0.00$0.36$0.18$0.19
2012Summary only. Only limited summary data is available for this year.$2.29$0.00$0.19$0.17$0.02