Civic Intelligence

Roland & Elizabeth Howard Char 97348000

990PF • Fiscal year 2018 • EIN 93-6324967

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 16, 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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$9,394

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-9.1%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$461,211

Down $9,365 (-2.0%) from 2017

Net Assets

Down

$461,211

Down $9,365 (-2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$33,630

Down $3,363 (-9.1%) from 2017

Expenses

Up

$42,988

Up $2,290 (+5.6%) from 2017

Net Income

Down

-$9,358

Down $5,653 (-153%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $565,343Liabilities 2011: $0Net Assets 2011: $565,3432011Assets 2012: $548,269Liabilities 2012: $0Net Assets 2012: $548,2692012Assets 2013: $529,560Liabilities 2013: $0Net Assets 2013: $529,5602013Assets 2014: $521,262Liabilities 2014: $0Net Assets 2014: $521,2622014Assets 2015: $505,330Liabilities 2015: $0Net Assets 2015: $505,3302015Assets 2016: $474,276Liabilities 2016: $0Net Assets 2016: $474,2762016Assets 2017: $470,576Liabilities 2017: $0Net Assets 2017: $470,5762017Assets 2018: $461,211Liabilities 2018: $0Net Assets 2018: $461,2112018Assets 2020: $482,536Liabilities 2020: $02020Assets 2021: $459,314Liabilities 2021: $0Net Assets 2021: $459,3142021Assets 2022: $685,860Liabilities 2022: $0Net Assets 2022: $685,8602022Assets 2023: $1,038,784Liabilities 2023: $0Net Assets 2023: $1,038,7842023Assets 2024: $1,806,157Liabilities 2024: $0Net Assets 2024: $1,806,1572024Assets 2025: $1,798,914Liabilities 2025: $0Net Assets 2025: $1,798,9142025

Highlighted filing

2018

Assets$461,211
Liabilities$0
Net Assets$461,211

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $37,1902011Expenses 2012: $39,8322012Expenses 2013: $38,6232013Revenue 2014: $33,467Expenses 2014: $41,766Net Income 2014: -$8,2992014Revenue 2015: $30,438Expenses 2015: $46,367Net Income 2015: -$15,9292015Revenue 2016: $13,402Expenses 2016: $44,458Net Income 2016: -$31,0562016Revenue 2017: $36,993Expenses 2017: $40,698Net Income 2017: -$3,7052017Revenue 2018: $33,630Expenses 2018: $42,988Net Income 2018: -$9,3582018Revenue 2020: $41,871Expenses 2020: $44,524Net Income 2020: -$2,6532020Revenue 2021: $25,516Expenses 2021: $48,738Net Income 2021: -$23,2222021Revenue 2022: $275,946Expenses 2022: $49,432Net Income 2022: $226,5142022Revenue 2023: $457,798Expenses 2023: $74,765Net Income 2023: $383,0332023Revenue 2024: $849,660Expenses 2024: $82,329Net Income 2024: $767,3312024Revenue 2025: $141,983Expenses 2025: $149,231Net Income 2025: -$7,2482025

Highlighted filing

2018

Revenue$33,630
Expenses$42,988
Net Income-$9,358
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$9,394-$9,394
Filing and Contact Details

Filer

Filer Name
Roland & Elizabeth Howard Char
EIN
93-6324967
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2018-10-16
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 429 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030724
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt031450
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030724
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt097
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt097
TaxesSchedule/TaxesDetail/Amt0168
TaxesSchedule/TaxesDetail/Amt1461
TaxesSchedule/TaxesDetail/Amt2573
TaxesSchedule/TaxesDetail/Amt371
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0168
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt371
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.15$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.85$0.08$0.77
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.46$0.07$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.28$0.05$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.03$0.05$0.02
2020Summary only. Only limited summary data is available for this year.$0.48$0.00$0.04$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.01$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.03$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.04