Civic Intelligence

First Unitarian Society of Milwaukee Endowment Fund Tr

EIN 99-6551349 • Milwaukee, WI

Pub. 78 Eligible

Profile

The sole purpose of the Trust will be to build an endowment to provide financial support to the First Unitarian Society of Milwaukee, a Unitarian Universal church located in Milwaukee, Wisconsin. The initial contribution will be a transfer of funds from the church itself.

1342 N Astor StreetMilwaukee, WI 53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$2,091,133

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$2,091,133

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin99th percentile

Revenue

$2,091,133

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$2,091,133

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2024: $2,091,133Liabilities 2024: $0Net Assets 2024: $2,091,1332024

Highlighted filing

2024

Assets$2,091,133
Liabilities$0
Net Assets$2,091,133
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2024: $2,091,133Expenses 2024: $0Net Income 2024: $2,091,1332024

Highlighted filing

2024

Revenue$2,091,133
Expenses$0
Net Income$2,091,133
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,091,133
Liabilities
$0
Net assets
$2,091,133
Revenue
$2,091,133
Expenses
$0
Net income
$2,091,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$2.09$0.00$2.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 10, 2025
Return Version
2024v5.2
Gross Receipts
$2,091,133
Mission and Program Overview

Mission

The sole purpose of the Trust will be to build an endowment to provide financial support to the First Unitarian Society of Milwaukee, a Unitarian Universal church located in Milwaukee, Wisconsin. The initial contribution will be a transfer of funds from the church itself.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$2,081,033-
Cash and Non-Interest-Bearing Accounts-$10,100-
Total Assets$0$2,091,133▲ $2,091,133
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$2,091,133-
Total Net Assets Fund Balance$0$2,091,133▲ $2,091,133
Total Liabilities and Net Assets / Fund Balance$0$2,091,133▲ $2,091,133
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Elizabeth SchroederTrustee
Ron OshimaTrustee
David Becker-
Revenue and Support

Revenue Composition

Contributions and Grants
$2,049,724
Program Service Revenue
$0
Investment Income
$41,409
Other Revenue
$0
All Other Contributions
$2,049,724
Change in Net Assets
$2,091,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“The trust has governing body reviews.”

Local chapters branches affiliates Part VI line 10A

“Member election of additional members requires majority approval Form 990 is provided before filed”

Form 990 governing body review Part VI line 11

“Governing body is conducted.”

Conflict of interest policy compliance Part VI line 12C

“Conflict of interest policy in place. They are monitored and enforced.”

Governing documents etc available to public Part VI line 19

“Documents are availabl on request.”

Part VIII response or note to any line in Part VIII

“We will respond to any questions.”

Filing and Contact Details

Filer

Filer Name
The First Unitarian Society of Milw
EIN
99-6551349
In Care Of
% David Becker
Phone
4144920403
Address
1342 N Astor Street, Milwaukee, WI 53202
Doing Business As
Endowment Fund Trust

Signing Officer

Name
David Becker
Title
Trustee
Phone
2627922427
Signed
2025-08-10
Discuss with paid preparer
No

Organization Details

Principal Officer
David Becker Trustee
Formed
2024
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
LGA Tax Services LLC
Address
5225 N Ironwood Rd STE 110, Glendale, WI 53217
Preparer
Lance Gordon
Phone
4149061622
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