Civic Intelligence

Leo Adler Community Fund Uma

990PF • Fiscal year 2020 • EIN 93-6289087

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

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

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

6th percentile

-117%

Higher net margin than 6% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$259,878

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 32.7% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

13th percentile

-4.8%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-40%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,615,575

Down $928,818 (-4.8%) from 2019

Net Assets

Down

$18,615,575

Down $928,818 (-4.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin6th percentile

Revenue

Down

$794,152

Down $533,354 (-40%) from 2019

Expenses

Down

$1,726,695

Down $91,574 (-5.0%) from 2019

Net Income

Down

-$932,543

Down $441,780 (-90%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$30M$20M$10M$0Assets 2011: $22,523,266Liabilities 2011: $0Net Assets 2011: $22,523,2662011Assets 2012: $21,796,584Liabilities 2012: $0Net Assets 2012: $21,796,5842012Assets 2013: $21,196,620Liabilities 2013: $0Net Assets 2013: $21,196,6202013Assets 2014: $21,245,235Liabilities 2014: $0Net Assets 2014: $21,245,2352014Assets 2015: $21,025,506Liabilities 2015: $02015Assets 2019: $19,544,393Liabilities 2019: $0Net Assets 2019: $19,544,3932019Assets 2020: $18,615,575Liabilities 2020: $0Net Assets 2020: $18,615,5752020Assets 2021: $21,898,124Liabilities 2021: $0Net Assets 2021: $21,898,1242021Assets 2022: $21,520,325Liabilities 2022: $0Net Assets 2022: $21,520,3252022Assets 2023: $20,655,360Liabilities 2023: $0Net Assets 2023: $20,655,3602023Assets 2024: $20,248,672Liabilities 2024: $21,341Net Assets 2024: $20,227,3312024Assets 2025: $25,260,159Liabilities 2025: $341,248Net Assets 2025: $24,918,9112025

Highlighted filing

2020

Assets$18,615,575
Liabilities$0
Net Assets$18,615,575
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,302,9802011Expenses 2012: $1,565,3722012Expenses 2013: $1,612,8102013Revenue 2014: $1,602,884Expenses 2014: $1,564,823Net Income 2014: $38,0612014Revenue 2015: $1,625,484Expenses 2015: $1,845,433Net Income 2015: -$219,9492015Revenue 2019: $1,327,506Expenses 2019: $1,818,269Net Income 2019: -$490,7632019Revenue 2020: $794,152Expenses 2020: $1,726,695Net Income 2020: -$932,5432020Revenue 2021: $4,868,997Expenses 2021: $1,588,810Net Income 2021: $3,280,1872021Revenue 2022: $901,456Expenses 2022: $1,275,646Net Income 2022: -$374,1902022Revenue 2023: $196,083Expenses 2023: $1,061,058Net Income 2023: -$864,9752023Revenue 2024: $690,657Expenses 2024: $1,118,686Net Income 2024: -$428,0292024Revenue 2025: $5,970,450Expenses 2025: $1,278,870Net Income 2025: $4,691,5802025

Highlighted filing

2020

Revenue$794,152
Expenses$1,726,695
Net Income-$932,543
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
U S BANKTrustee-$259,878-$259,878
Filing and Contact Details

Filer

Filer Name
Leo Adler Community Fund Uma
EIN
93-6289087
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SCHWAB U S TIPS ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SPLUNK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74G6095L109 APTIV PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89023135106 AMAZON.COM INC
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,615,575
Liabilities
$0
Net assets
$18,615,575
Revenue
$794,152
Expenses
$1,726,695
Net income
-$932,543
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.3$0.34$24.9$5.97$1.28$4.69
2024Detailed filing. Detailed filing data is available for this year.$20.2$0.02$20.2$0.69$1.12$0.43
2023Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$0.20$1.06$0.86
2022Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$0.90$1.28$0.37
2021Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$4.87$1.59$3.28
2020Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.79$1.73$0.93
2019Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.33$1.82$0.49
2015Summary only. Only limited summary data is available for this year.$21.0$0.00$1.63$1.85$0.22
2014Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.60$1.56$0.04
2013Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$1.61
2012Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.57
2011Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$1.30