Civic Intelligence

W Walton Decd Charitable Trust 97304790

990PF • Fiscal year 2016 • EIN 93-0432836

Jun 01, 2015 to May 31, 2016

Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

34th percentile

-4.2%

Higher net margin than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$377,673

Down $1,206 (-0.3%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue

Up

$28,535

Up $5,556 (+24%) from 2015

Expenses

Down

$29,739

Down $992 (-3.2%) from 2015

Net Income

Up

-$1,204

Up $6,548 (+84%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $398,537Liabilities 2011: $0Net Assets 2011: $398,5372011Assets 2012: $418,633Liabilities 2012: $0Net Assets 2012: $418,6332012Assets 2013: $404,116Liabilities 2013: $0Net Assets 2013: $404,1162013Assets 2014: $386,631Liabilities 2014: $0Net Assets 2014: $386,6312014Assets 2015: $378,879Liabilities 2015: $0Net Assets 2015: $378,8792015Assets 2016: $377,673Liabilities 2016: $12016Assets 2017: $361,566Liabilities 2017: $0Net Assets 2017: $361,5662017Assets 2018: $363,985Liabilities 2018: $0Net Assets 2018: $363,9852018Assets 2020: $355,604Liabilities 2020: $0Net Assets 2020: $355,6042020Assets 2021: $347,650Liabilities 2021: $0Net Assets 2021: $347,6502021Assets 2022: $354,031Liabilities 2022: $0Net Assets 2022: $354,0312022Assets 2023: $339,184Liabilities 2023: $12023Assets 2024: $327,545Liabilities 2024: $12024Assets 2025: $338,367Liabilities 2025: $0Net Assets 2025: $338,3672025

Highlighted filing

2016

Assets$377,673
Liabilities$1
Net Assets-

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $27,4112011Expenses 2012: $28,7622012Expenses 2013: $33,5142013Revenue 2014: $11,938Expenses 2014: $30,076Net Income 2014: -$18,1382014Revenue 2015: $22,979Expenses 2015: $30,731Net Income 2015: -$7,7522015Revenue 2016: $28,535Expenses 2016: $29,739Net Income 2016: -$1,2042016Revenue 2017: $12,301Expenses 2017: $28,252Net Income 2017: -$15,9512017Revenue 2018: $31,416Expenses 2018: $28,998Net Income 2018: $2,4182018Revenue 2020: $24,099Expenses 2020: $28,080Net Income 2020: -$3,9812020Revenue 2021: $20,724Expenses 2021: $28,677Net Income 2021: -$7,9532021Revenue 2022: $38,190Expenses 2022: $31,790Net Income 2022: $6,4002022Revenue 2023: $12,520Expenses 2023: $27,367Net Income 2023: -$14,8472023Revenue 2024: $14,077Expenses 2024: $25,714Net Income 2024: -$11,6372024Revenue 2025: $31,495Expenses 2025: $20,665Net Income 2025: $10,8302025

Highlighted filing

2016

Revenue$28,535
Expenses$29,739
Net Income-$1,204
Filing Detail Status

This 2016 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.31$0.21$0.11
2024Summary only. Only limited summary data is available for this year.$3.28$0.00$0.14$0.26$0.12
2023Summary only. Only limited summary data is available for this year.$3.39$0.00$0.13$0.27$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.38$0.32$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.21$0.29$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.24$0.28$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.31$0.29$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.12$0.28$0.16
2016Summary only. Only limited summary data is available for this year.$3.78$0.00$0.29$0.30$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.23$0.31$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.12$0.30$0.18
2013Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.34
2012Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.29
2011Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits