Civic Intelligence

James H Stanard Foundation 97346030

990PF • Fiscal year 2023 • EIN 93-1248405

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 09, 2024

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

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

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$5,520

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 57.8% of source-year revenue.

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

Asset Growth

53rd percentile

0.6%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$372,862

Up $2,047 (+0.6%) from 2022

Net Assets

Up

$372,862

Up $2,047 (+0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin76th percentile

Revenue

Down

$9,542

Down $17,274 (-64%) from 2022

Expenses

Down

$7,339

Down $1,656 (-18%) from 2022

Net Income

Down

$2,203

Down $15,618 (-88%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$600K$400K$200K$0Assets 2010: $596,765Liabilities 2010: $0Net Assets 2010: $596,7652010Assets 2011: $584,459Liabilities 2011: $0Net Assets 2011: $584,4592011Assets 2012: $558,068Liabilities 2012: $0Net Assets 2012: $558,0682012Assets 2013: $552,968Liabilities 2013: $0Net Assets 2013: $552,9682013Assets 2014: $578,304Liabilities 2014: $0Net Assets 2014: $578,3042014Assets 2015: $557,694Liabilities 2015: $0Net Assets 2015: $557,6942015Assets 2016: $563,953Liabilities 2016: $0Net Assets 2016: $563,9532016Assets 2017: $558,640Liabilities 2017: $0Net Assets 2017: $558,6402017Assets 2018: $522,282Liabilities 2018: $0Net Assets 2018: $522,2822018Assets 2019: $452,798Liabilities 2019: $0Net Assets 2019: $452,7982019Assets 2020: $391,514Liabilities 2020: $0Net Assets 2020: $391,5142020Assets 2021: $353,138Liabilities 2021: $0Net Assets 2021: $353,1382021Assets 2022: $370,815Liabilities 2022: $0Net Assets 2022: $370,8152022Assets 2023: $372,862Liabilities 2023: $0Net Assets 2023: $372,8622023Assets 2024: $381,633Liabilities 2024: $0Net Assets 2024: $381,6332024

Highlighted filing

2023

Assets$372,862
Liabilities$0
Net Assets$372,862
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $38,8242010Expenses 2011: $21,5702011Expenses 2012: $50,7952012Revenue 2013: $40,938Expenses 2013: $46,038Net Income 2013: -$5,1002013Revenue 2014: $62,524Expenses 2014: $37,398Net Income 2014: $25,1262014Revenue 2015: $43,054Expenses 2015: $62,898Net Income 2015: -$19,8442015Revenue 2016: $15,948Expenses 2016: $10,196Net Income 2016: $5,7522016Revenue 2017: $40,782Expenses 2017: $46,063Net Income 2017: -$5,2812017Revenue 2018: $45,617Expenses 2018: $81,737Net Income 2018: -$36,1202018Revenue 2019: $41,688Expenses 2019: $110,971Net Income 2019: -$69,2832019Revenue 2020: $48,801Expenses 2020: $110,081Net Income 2020: -$61,2802020Revenue 2021: $72,359Expenses 2021: $110,618Net Income 2021: -$38,2592021Revenue 2022: $26,816Expenses 2022: $8,995Net Income 2022: $17,8212022Revenue 2023: $9,542Expenses 2023: $7,339Net Income 2023: $2,2032023Revenue 2024: $16,979Expenses 2024: $8,077Net Income 2024: $8,9022024

Highlighted filing

2023

Revenue$9,542
Expenses$7,339
Net Income$2,203
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$5,520-$5,520
Filing and Contact Details

Filer

Filer Name
James H Stanard Foundation
EIN
93-1248405
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2024-04-09
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 Appendix379 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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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3155
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07052
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034644909
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT ONE OF THE ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROWENA M STANARDUS BANK FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1MARK W STANARD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm2ROBERT M JOHNSTONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm3DAVID H STANARD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032756564
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09354 NW WESTSIDE RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt120120 MATHERS RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt21215 N ADAMS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt382 SILETZ HWY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MCMINNVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1BEND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm2MCMINNVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm3LINCOLN CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097218
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd197701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd297128
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd397367
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0DISTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF IRS CODE, WHOSE PURPOSES ARE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT ONE OF THE ABOVE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02189
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt075609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt075168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09770
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0213839
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt075609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt075168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt063062
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02189
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0213839
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0232524
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0201
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCURED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1176
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1176
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0155
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY RETURN OF CAPITAL
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0137
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0137
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1314
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/Amt169
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0113
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt169
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES H STANARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0931248405
ReturnHeader/Filer/PhoneNum05034643580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-05T15:01:19-05:00
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
$372,862
Liabilities
$0
Net assets
$372,862
Revenue
$9,542
Expenses
$7,339
Net income
$2,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.17$0.08$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.10$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.27$0.09$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.72$1.11$0.38
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.49$1.10$0.61
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.42$1.11$0.69
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.46$0.82$0.36
2017Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.41$0.46$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.16$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.43$0.63$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.63$0.37$0.25
2013Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.41$0.46$0.05
2012Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.51
2011Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.22
2010Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits