Civic Intelligence

Altra Foundation Inc

990EZ • Fiscal year 2014 • EIN 20-2555956

Apr 01, 2013 to Mar 31, 2014 • Filed on May 30, 2014

Organization ProfileALTRAFOUNDATION.ORG
1700 Oak Forest Drive54650

(608) 787-4500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$101,853

No earlier filing loaded for comparison.

Net Assets

$101,853

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

$49,718

No earlier filing loaded for comparison.

Expenses

$38,655

No earlier filing loaded for comparison.

Net Income

$11,063

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2014: $101,853Net Assets 2014: $101,8532014Assets 2015: $126,479Net Assets 2015: $126,4792015Assets 2016: $163,012Net Assets 2016: $163,0122016Assets 2017: $184,147Net Assets 2017: $184,1472017Assets 2018: $194,183Net Assets 2018: $194,1832018Assets 2019: $218,312Net Assets 2019: $218,3122019Assets 2020: $222,185Net Assets 2020: $222,1852020Assets 2021: $221,759Net Assets 2021: $221,7592021Assets 2022: $227,566Net Assets 2022: $227,5662022Assets 2023: $279,863Net Assets 2023: $279,8632023Assets 2024: $341,928Net Assets 2024: $341,9282024Assets 2025: $386,323Net Assets 2025: $386,3232025

Highlighted filing

2014

Assets$101,853
Liabilities-
Net Assets$101,853
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2014: $49,718Expenses 2014: $38,655Net Income 2014: $11,0632014Revenue 2015: $53,725Expenses 2015: $29,099Net Income 2015: $24,6262015Revenue 2016: $62,534Expenses 2016: $26,001Net Income 2016: $36,5332016Revenue 2017: $55,151Expenses 2017: $34,016Net Income 2017: $21,1352017Revenue 2018: $49,001Expenses 2018: $38,965Net Income 2018: $10,0362018Revenue 2019: $52,575Expenses 2019: $28,446Net Income 2019: $24,1292019Revenue 2020: $49,477Expenses 2020: $45,604Net Income 2020: $3,8732020Revenue 2021: $52,498Expenses 2021: $52,924Net Income 2021: -$4262021Revenue 2022: $65,743Expenses 2022: $59,936Net Income 2022: $5,8072022Revenue 2023: $105,928Expenses 2023: $61,131Net Income 2023: $44,7972023Revenue 2024: $118,388Expenses 2024: $56,323Net Income 2024: $62,0652024Revenue 2025: $118,395Expenses 2025: $74,000Net Income 2025: $44,3952025

Highlighted filing

2014

Revenue$49,718
Expenses$38,655
Net Income$11,063
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
May 30, 2014
Return Version
2013v3.1
Gross Receipts
$55,326
Mission and Program Overview

Mission

The charitable purpose of altra foundation, inc. Is to provide educational materials and other materials so that individuals (both young adults and mature adults) can learn about personal financial management.

Program Services

DescriptionGrantsExpenses
CREATED BROCHURES AND INFORMATIONAL FLYERS. PROVIDED (15) 500 SCHOLARSHIPS TO YOUNG ADULTS, 1 1,630 GRANT TO CESA, AND (1) 250 GRANT TO ONALASKA ED FOUNDATION.$9,130$37,042
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS BROCKPresident-$0--
ANNETTE O'HERNVice Chairpe-$0--
CAROL LLOYD NEILLCFO-$0--
JACKIE URBANSecretary-$0--
RIC HARNEDDirector-$0--
Filing and Contact Details

Filer

EIN
20-2555956
Phone
6087874500

Signing Officer

Name
Carol Lloyd Neill
Title
CFO
Phone
6087874500
Signed
2014-05-30
Discuss with paid preparer
Yes

Preparer

Preparer
Chip Weisbrod CPA
Phone
6087827900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“12/31/2013 7,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses conferences/meetings 299 training/educat materials 26,112 teacher training 1,800 web hosting 584 wi licensing 25 office 300 total 29,120”

Form 990-ez, Part III

“The charitable purpose of altra foundation, inc. Is to provide educational materials and other materials so that individuals (both young adults and mature adults) can learn about personal financial management.”

Raw XML Appendix163 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0THOMAS BROCK
CompensationExplanation/CompensationExplanationGrp/PersonNm1ANNETTE OHERN
CompensationExplanation/CompensationExplanationGrp/PersonNm2CAROL LLOYD NEILL
CompensationExplanation/CompensationExplanationGrp/PersonNm3JACKIE URBAN
CompensationExplanation/CompensationExplanationGrp/PersonNm4RIC HARNED
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL LLOYD NEILL
IRS990EZ/BooksInCareOfDetail/PhoneNum06087874500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101220 KING STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0LA CROSSE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode054601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090790
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101853
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045388
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011063
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0265
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt09261
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09130
IRS990EZ/GrossReceiptsAmt055326
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0677
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090790
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS BROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNETTE O'HERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL LLOYD NEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACKIE URBAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RIC HARNED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029120
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CHARITABLE PURPOSE OF ALTRA FOUNDATION, INC. IS TO PROVIDE EDUCATIONAL MATERIALS AND OTHER MATERIALS SO THAT INDIVIDUALS (BOTH YOUNG ADULTS AND MATURE ADULTS) CAN LEARN ABOUT PERSONAL FINANCIAL MANAGEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0140
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CREATED BROCHURES AND INFORMATIONAL FLYERS. PROVIDED (15) 500 SCHOLARSHIPS TO YOUNG ADULTS, 1 1,630 GRANT TO CESA, AND (1) 250 GRANT TO ONALASKA ED FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09130
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037042
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05608
IRS990EZ/SpecialEventsNetIncomeLossAmt03653
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038655
IRS990EZ/TotalProgramServiceExpensesAmt037042
IRS990EZ/TotalRevenueAmt049718
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ALTRAFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040913
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025255
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0170700
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0677
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0179
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0232
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01649
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0179
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0232
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01649
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt03653
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt03263
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt05571
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt03766
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt03415
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt019668
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88900
IRS990ScheduleA/PublicSupportTotal509Amt0170700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040913
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt025255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09205
IRS990ScheduleA/Total509Grp/TotalAmt0170700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012852
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0192017
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt012/31/2013 7,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CONFERENCES/MEETINGS 299 TRAINING/EDUCAT MATERIALS 26,112 TEACHER TRAINING 1,800 WEB HOSTING 584 WI LICENSING 25 OFFICE 300 TOTAL 29,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHARITABLE PURPOSE OF ALTRA FOUNDATION, INC. IS TO PROVIDE EDUCATIONAL MATERIALS AND OTHER MATERIALS SO THAT INDIVIDUALS (BOTH YOUNG ADULTS AND MATURE ADULTS) CAN LEARN ABOUT PERSONAL FINANCIAL MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LLOYD NEILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06087874500
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALTRA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALTR
ReturnHeader/Filer/EIN0202555956
ReturnHeader/Filer/PhoneNum06087874500
ReturnHeader/Filer/USAddress/AddressLine101700 OAK FOREST DRIVE
ReturnHeader/Filer/USAddress/City0ONALASKA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054650
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273114324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEISBROD & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10505 KING ST STE 223
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LA CROSSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054601
ReturnHeader/PreparerPersonGrp/PhoneNum06087827900
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHIP WEISBROD CPA
ReturnHeader/ReturnTs02014-10-02T14:17:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,853
Liabilities
-
Net assets
$101,853
Revenue
$49,718
Expenses
$38,655
Net income
$11,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.86$3.86$1.18$0.74$0.44
2024Detailed filing. Detailed filing data is available for this year.$3.42$3.42$1.18$0.56$0.62
2023Detailed filing. Detailed filing data is available for this year.$2.80$2.80$1.06$0.61$0.45
2022Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.66$0.60$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.22$2.22$0.52$0.53$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.22$2.22$0.49$0.46$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.18$2.18$0.53$0.28$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.49$0.39$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.55$0.34$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.63$0.26$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.54$0.29$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.50$0.39$0.11