Civic Intelligence

James R Andersen Decd

990PF • Fiscal year 2023 • EIN 91-6488611

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 04, 2024

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3680

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,050

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

64th percentile

6.8%

Faster asset growth than 64% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

396%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$138,461

Up $8,856 (+6.8%) from 2022

Net Assets

Up

$138,461

Up $8,856 (+6.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin96th percentile

Revenue

Up

$9,948

Up $7,941 (+396%) from 2022

Expenses

Down

$1,094

Down $75,714 (-99%) from 2022

Net Income

Up

$8,854

Up $83,655 (+112%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2019: $151,640Liabilities 2019: $0Net Assets 2019: $151,6402019Assets 2020: $148,231Liabilities 2020: $0Net Assets 2020: $148,2312020Assets 2021: $204,406Liabilities 2021: $0Net Assets 2021: $204,4062021Assets 2022: $129,605Liabilities 2022: $0Net Assets 2022: $129,6052022Assets 2023: $138,461Liabilities 2023: $0Net Assets 2023: $138,4612023Assets 2024: $136,254Liabilities 2024: $0Net Assets 2024: $136,2542024

Highlighted filing

2023

Assets$138,461
Liabilities$0
Net Assets$138,461
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50K-$100KRevenue 2019: $5,033Expenses 2019: $13,216Net Income 2019: -$8,1832019Revenue 2020: $4,715Expenses 2020: $8,122Net Income 2020: -$3,4072020Revenue 2021: $66,824Expenses 2021: $10,652Net Income 2021: $56,1722021Revenue 2022: $2,007Expenses 2022: $76,808Net Income 2022: -$74,8012022Revenue 2023: $9,948Expenses 2023: $1,094Net Income 2023: $8,8542023Revenue 2024: $8,165Expenses 2024: $10,371Net Income 2024: -$2,2062024

Highlighted filing

2023

Revenue$9,948
Expenses$1,094
Net Income$8,854
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$1,050-$1,050
Filing and Contact Details

Filer

Filer Name
James R Andersen Decd
EIN
91-6488611
Phone
5034643680
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643680
Signed
2024-09-04
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
Raw XML Appendix273 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-09-13T09:01:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$138,461
Liabilities
$0
Net assets
$138,461
Revenue
$9,948
Expenses
$1,094
Net income
$8,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.01$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.77$0.75
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.67$0.11$0.56
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05$0.13$0.08