Civic Intelligence

Louis G Clarke and Elizabeth L Clarke Endowment

990PF • Fiscal year 2015 • EIN 93-6020655

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

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

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$23,995

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

61st percentile

2.7%

Faster asset growth than 61% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-5.6%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,403,984

Up $37,140 (+2.7%) from 2014

Net Assets

Up

$1,403,984

Up $37,140 (+2.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$92,009

Down $5,452 (-5.6%) from 2014

Expenses

Down

$54,894

Down $74,975 (-58%) from 2014

Net Income

Up

$37,115

Up $69,523 (+215%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,322,073Liabilities 2010: $0Net Assets 2010: $1,322,0732010Assets 2011: $1,342,381Liabilities 2011: $0Net Assets 2011: $1,342,3812011Assets 2012: $1,383,225Liabilities 2012: $0Net Assets 2012: $1,383,2252012Assets 2013: $1,396,966Liabilities 2013: $0Net Assets 2013: $1,396,9662013Assets 2014: $1,366,844Liabilities 2014: $0Net Assets 2014: $1,366,8442014Assets 2015: $1,403,984Liabilities 2015: $0Net Assets 2015: $1,403,9842015Assets 2016: $1,374,183Liabilities 2016: $0Net Assets 2016: $1,374,1832016Assets 2017: $1,340,581Liabilities 2017: $0Net Assets 2017: $1,340,5812017Assets 2018: $1,319,794Liabilities 2018: $0Net Assets 2018: $1,319,7942018Assets 2019: $1,275,829Liabilities 2019: $02019Assets 2020: $1,202,431Liabilities 2020: $0Net Assets 2020: $1,202,4312020Assets 2021: $1,359,775Liabilities 2021: $0Net Assets 2021: $1,359,7752021Assets 2022: $1,281,649Liabilities 2022: $0Net Assets 2022: $1,281,6492022Assets 2023: $1,255,974Liabilities 2023: $0Net Assets 2023: $1,255,9742023Assets 2024: $1,247,217Liabilities 2024: $0Net Assets 2024: $1,247,2172024

Highlighted filing

2015

Assets$1,403,984
Liabilities$0
Net Assets$1,403,984

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $75,8412010Expenses 2011: $68,1602011Expenses 2012: $69,4302012Revenue 2013: $91,141Expenses 2013: $77,132Net Income 2013: $14,0092013Revenue 2014: $97,461Expenses 2014: $129,869Net Income 2014: -$32,4082014Revenue 2015: $92,009Expenses 2015: $54,894Net Income 2015: $37,1152015Revenue 2016: $51,061Expenses 2016: $80,978Net Income 2016: -$29,9172016Revenue 2017: $102,767Expenses 2017: $136,365Net Income 2017: -$33,5982017Revenue 2018: $76,341Expenses 2018: $96,734Net Income 2018: -$20,3932018Revenue 2019: $60,019Expenses 2019: $103,994Net Income 2019: -$43,9752019Revenue 2020: $34,992Expenses 2020: $108,200Net Income 2020: -$73,2082020Revenue 2021: $263,680Expenses 2021: $105,835Net Income 2021: $157,8452021Revenue 2022: $42,083Expenses 2022: $119,915Net Income 2022: -$77,8322022Revenue 2023: $53,025Expenses 2023: $82,931Net Income 2023: -$29,9062023Revenue 2024: $73,817Expenses 2024: $82,243Net Income 2024: -$8,4262024

Highlighted filing

2015

Revenue$92,009
Expenses$54,894
Net Income$37,115
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$23,995-$23,995
Filing and Contact Details

Filer

Filer Name
L G & E L Clarke Endowment 97304990
EIN
93-6020655
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.213922
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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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/PhoneNum05034643580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT WALTER PETERS, EXEC SEC, SCOTTISH RITE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WALTER PETERS EXEC SEC SCOTTISH R
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032267827
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0709 SW 15TH AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097205
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FINANCIAL MEDICAL ASSISTANCE TO NEEDY MASONS/FAMILY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT WALTER PETERS, EXED SEC, SCOTTISH RITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FIN'L MED ASSISTANCE TO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS RECIPIENTS FOR MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ORIENT OF OREGON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0BILLS - C/O US BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1709 SW 15TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197205
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028123
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/AppliedToCurrentYearAmt013449
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018756
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt072027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032205
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt058578
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018756
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01139
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01139
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OR CT-12 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0182
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0182
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0970
TaxesSchedule/TaxesDetail/Amt1104
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0970
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt220
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0L G & E L CLARKE ENDOWMENT 97304990
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0936020655
ReturnHeader/Filer/PhoneNum05034643580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.26$0.11$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.11$0.07
2019Summary only. Only limited summary data is available for this year.$1.28$0.00$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.05$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.13$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08