Civic Intelligence

Howard Wallis Irwin & Dorise Carlyon Irwin Foundation

990PF • Fiscal year 2022 • EIN 93-1067941

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 27, 2022

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

53rd percentile

7.5%

Higher net margin than 53% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

1.0%

Faster asset growth than 54% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-6.4%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,100,655

Up $21,435 (+1.0%) from 2021

Net Assets

Up

$2,100,655

Up $21,435 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin53rd percentile

Revenue

Down

$225,100

Down $15,286 (-6.4%) from 2021

Expenses

Down

$208,285

Down $40,315 (-16%) from 2021

Net Income

Up

$16,815

Up $25,029 (+305%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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: $2,258,059Liabilities 2012: $02012Assets 2013: $2,329,751Liabilities 2013: $02013Assets 2014: $2,361,154Liabilities 2014: $02014Assets 2015: $2,474,756Liabilities 2015: $02015Assets 2020: $2,093,107Liabilities 2020: $02020Assets 2021: $2,079,220Liabilities 2021: $0Net Assets 2021: $2,079,2202021Assets 2022: $2,100,655Liabilities 2022: $0Net Assets 2022: $2,100,6552022Assets 2023: $1,970,735Liabilities 2023: $0Net Assets 2023: $1,970,7352023Assets 2024: $1,876,652Liabilities 2024: $0Net Assets 2024: $1,876,6522024Assets 2025: $3,303,635Liabilities 2025: $0Net Assets 2025: $3,303,6352025

Highlighted filing

2022

Assets$2,100,655
Liabilities$0
Net Assets$2,100,655
Open 2022 Filing

Operations Trend

Revenue Growth36th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $114,994Expenses 2012: $206,482Net Income 2012: -$91,4882012Revenue 2013: $256,120Expenses 2013: $190,835Net Income 2013: $65,2852013Revenue 2014: $253,483Expenses 2014: $222,077Net Income 2014: $31,4062014Revenue 2015: $343,146Expenses 2015: $225,702Net Income 2015: $117,4442015Revenue 2020: $155,002Expenses 2020: $221,791Net Income 2020: -$66,7892020Revenue 2021: $240,386Expenses 2021: $248,600Net Income 2021: -$8,2142021Revenue 2022: $225,100Expenses 2022: $208,285Net Income 2022: $16,8152022Revenue 2023: $78,043Expenses 2023: $198,998Net Income 2023: -$120,9552023Revenue 2024: $113,921Expenses 2024: $208,054Net Income 2024: -$94,1332024Revenue 2025: $1,933,521Expenses 2025: $300,502Net Income 2025: $1,633,0192025

Highlighted filing

2022

Revenue$225,100
Expenses$208,285
Net Income$16,815
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 27, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC H I HOFFMANPresident-$0--
JEAN I HOFFMANDirector-$0--
KELSEY GREEN GROUTSecretary-$0--
ALAN GREEN JRDirector-$0--
SALLY H MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hwirwin & Dch Irwin Fdnferg
EIN
93-1067941
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Kelsey Grout
Title
President
Phone
5034643580
Signed
2022-10-27
Discuss with paid preparer
Yes

Preparer

Firm
U S Bank - Trust Tax Services
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64931142103 WAL MART STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8678409V104 S P GLOBAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136054536107 AXA SPONS A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137009279100 AIRBUS GROUP NV A D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138115236101 BROWN BROWN INC
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,100,655
Liabilities
$0
Net assets
$2,100,655
Revenue
$225,100
Expenses
$208,285
Net income
$16,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$1.93$0.30$1.63
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11$0.21$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.08$0.20$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.23$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.24$0.25$0.01
2020Summary only. Only limited summary data is available for this year.$2.09$0.00$0.16$0.22$0.07
2015Summary only. Only limited summary data is available for this year.$2.47$0.00$0.34$0.23$0.12
2014Summary only. Only limited summary data is available for this year.$2.36$0.00$0.25$0.22$0.03
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.26$0.19$0.07
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$0.11$0.21$0.09