Civic Intelligence

Rose Anne Mckenna Charitable Trust 97308610

990PF • Fiscal year 2017 • EIN 93-6104350

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 27, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-76%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$10,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 50.2% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-3.5%

Faster asset growth than 37% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$424,809

Down $15,218 (-3.5%) from 2016

Net Assets

Down

$424,809

Down $15,218 (-3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$19,908

Up $1,318 (+7.1%) from 2016

Expenses

Down

$35,127

Down $3,095 (-8.1%) from 2016

Net Income

Up

-$15,219

Up $4,413 (+22%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $464,404Liabilities 2011: $0Net Assets 2011: $464,4042011Assets 2012: $491,635Liabilities 2012: $0Net Assets 2012: $491,6352012Assets 2013: $470,493Liabilities 2013: $0Net Assets 2013: $470,4932013Assets 2014: $458,850Liabilities 2014: $0Net Assets 2014: $458,8502014Assets 2015: $459,665Liabilities 2015: $0Net Assets 2015: $459,6652015Assets 2016: $440,027Liabilities 2016: $0Net Assets 2016: $440,0272016Assets 2017: $424,809Liabilities 2017: $0Net Assets 2017: $424,8092017Assets 2018: $422,463Liabilities 2018: $0Net Assets 2018: $422,4632018Assets 2019: $412,589Liabilities 2019: $0Net Assets 2019: $412,5892019Assets 2020: $397,241Liabilities 2020: $0Net Assets 2020: $397,2412020Assets 2021: $409,216Liabilities 2021: $0Net Assets 2021: $409,2162021Assets 2022: $384,183Liabilities 2022: $0Net Assets 2022: $384,1832022Assets 2023: $367,257Liabilities 2023: $0Net Assets 2023: $367,2572023Assets 2024: $365,413Liabilities 2024: $0Net Assets 2024: $365,4132024

Highlighted filing

2017

Assets$424,809
Liabilities$0
Net Assets$424,809

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $34,7862011Expenses 2012: $36,0542012Revenue 2013: $17,897Expenses 2013: $39,041Net Income 2013: -$21,1442013Revenue 2014: $25,363Expenses 2014: $37,862Net Income 2014: -$12,4992014Revenue 2015: $39,289Expenses 2015: $38,485Net Income 2015: $8042015Revenue 2016: $18,590Expenses 2016: $38,222Net Income 2016: -$19,6322016Revenue 2017: $19,908Expenses 2017: $35,127Net Income 2017: -$15,2192017Revenue 2018: $34,060Expenses 2018: $36,407Net Income 2018: -$2,3472018Revenue 2019: $26,491Expenses 2019: $36,301Net Income 2019: -$9,8102019Revenue 2020: $20,147Expenses 2020: $35,478Net Income 2020: -$15,3312020Revenue 2021: $46,603Expenses 2021: $34,601Net Income 2021: $12,0022021Revenue 2022: $13,263Expenses 2022: $38,294Net Income 2022: -$25,0312022Revenue 2023: $16,136Expenses 2023: $33,064Net Income 2023: -$16,9282023Revenue 2024: $30,983Expenses 2024: $32,724Net Income 2024: -$1,7412024

Highlighted filing

2017

Revenue$19,908
Expenses$35,127
Net Income-$15,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 27, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Rose Anne Mckenna Charitable Trust
EIN
93-6104350
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 415 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt027119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt028603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt028397
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026180
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0487186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0514622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0506650
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.285858
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt025836
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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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/GrantOrContributionPdDurYrGrp/Amt023272
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTRAL OREGON COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0DEAN OF BUSINESS AFFAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02600 NW COLLEGE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023272
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/AppliedToCurrentYearAmt023415
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03102
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02874
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019133
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06207
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03102
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02769
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025836
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02421
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022007
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019586
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0380
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0499
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0499
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0114
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0262
TaxesSchedule/TaxesDetail/Amt129
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0262
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt129
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE ANNE MCKENNA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCKE
ReturnHeader/Filer/EIN0936104350
ReturnHeader/Filer/PhoneNum05034643580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CE6F7DAA9EFA8A759558E55CF30B92D6873C7CF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId057623ED0AE1821D5CE0A508C54E4C9AF0C12734B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.32

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.31$0.33$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.16$0.33$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.13$0.38$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.47$0.35$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.20$0.35$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.26$0.36$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.34$0.36$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.20$0.35$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.19$0.38$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.39$0.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.25$0.38$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.18$0.39$0.21
2012Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.36
2011Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.35
Peer Organizations

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