Civic Intelligence

Robert William Lloyd MD and June M Lloyd

EIN 91-6573273 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$57,483

Higher top officer pay than 62% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,600,029

Down $21,461 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,600,029

Down $21,461 (-0.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin17th percentile

Revenue

Down

$101,135

Down $27,140 (-21%) from 2023

Expenses

Up

$122,612

Up $69,276 (+130%) from 2023

Net Income

Down

-$21,477

Down $96,416 (-129%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,052,757Liabilities 2010: $0Net Assets 2010: $3,052,7572010Assets 2011: $2,983,267Liabilities 2011: $0Net Assets 2011: $2,983,2672011Assets 2012: $2,910,073Liabilities 2012: $0Net Assets 2012: $2,910,0732012Assets 2013: $2,901,156Liabilities 2013: $02013Assets 2014: $2,786,048Liabilities 2014: $0Net Assets 2014: $2,786,0482014Assets 2015: $2,953,972Liabilities 2015: $0Net Assets 2015: $2,953,9722015Assets 2016: $2,975,157Liabilities 2016: $0Net Assets 2016: $2,975,1572016Assets 2017: $2,945,767Liabilities 2017: $0Net Assets 2017: $2,945,7672017Assets 2018: $2,909,687Liabilities 2018: $0Net Assets 2018: $2,909,6872018Assets 2019: $2,857,181Liabilities 2019: $0Net Assets 2019: $2,857,1812019Assets 2020: $2,749,861Liabilities 2020: $0Net Assets 2020: $2,749,8612020Assets 2021: $3,644,034Liabilities 2021: $0Net Assets 2021: $3,644,0342021Assets 2022: $3,546,564Liabilities 2022: $0Net Assets 2022: $3,546,5642022Assets 2023: $3,621,490Liabilities 2023: $0Net Assets 2023: $3,621,4902023Assets 2024: $3,600,029Liabilities 2024: $0Net Assets 2024: $3,600,0292024

Highlighted filing

2024

Assets$3,600,029
Liabilities$0
Net Assets$3,600,029
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $159,8002010Expenses 2011: $179,4262011Expenses 2012: $228,7442012Revenue 2013: $190,015Expenses 2013: $198,931Net Income 2013: -$8,9162013Revenue 2014: $105,578Expenses 2014: $220,686Net Income 2014: -$115,1082014Revenue 2015: $385,170Expenses 2015: $217,902Net Income 2015: $167,2682015Revenue 2016: $235,317Expenses 2016: $213,479Net Income 2016: $21,8382016Revenue 2017: $130,280Expenses 2017: $159,673Net Income 2017: -$29,3932017Revenue 2018: $213,020Expenses 2018: $249,101Net Income 2018: -$36,0812018Revenue 2019: $166,134Expenses 2019: $218,672Net Income 2019: -$52,5382019Revenue 2020: $109,478Expenses 2020: $216,801Net Income 2020: -$107,3232020Revenue 2021: $1,129,491Expenses 2021: $235,307Net Income 2021: $894,1842021Revenue 2022: $170,171Expenses 2022: $267,605Net Income 2022: -$97,4342022Revenue 2023: $128,275Expenses 2023: $53,336Net Income 2023: $74,9392023Revenue 2024: $101,135Expenses 2024: $122,612Net Income 2024: -$21,4772024

Highlighted filing

2024

Revenue$101,135
Expenses$122,612
Net Income-$21,477
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,600,029
Liabilities
$0
Net assets
$3,600,029
Revenue
$101,135
Expenses
$122,612
Net income
-$21,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.10$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.13$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.17$0.27$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$1.13$0.24$0.89
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.24$0.21$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.39$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.11$0.22$0.12
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.19$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.23
2011Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$55,237-$55,237
Filing and Contact Details

Filer

Filer Name
Robert William Lloyd Md and June M Lloyd
EIN
91-6573273
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2025-01-22
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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-04-18

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