Civic Intelligence

Altra Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-2555956

Apr 01, 2016 to Mar 31, 2017 • Filed on May 20, 2017

Organization ProfileALTRAFOUNDATION.ORG
1700 Oak Forest DriveOnalaska, WI 54650

(608) 787-7100

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$184,147

Up $21,135 (+13%) from 2016

Net Assets

Up

$184,147

Up $21,135 (+13%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$55,151

Down $7,383 (-12%) from 2016

Expenses

Up

$34,016

Up $8,015 (+31%) from 2016

Net Income

Down

$21,135

Down $15,398 (-42%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2017

Assets$184,147
Liabilities-
Net Assets$184,147
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

2017

Revenue$55,151
Expenses$34,016
Net Income$21,135
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
May 20, 2017
Return Version
2016v3.0
Gross Receipts
$55,151
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 SCHOLARSHIPS TO YOUNG ADULTS, ALONG WITH GRANTS TO JUNIOR ACHEIVEMENT, LA CROSSE AND ONALASKA EDUCATION FOUNDATION.$14,000$33,304
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Altra Foundation Inc
EIN
20-2555956
Phone
6087877100
Address
1700 OAK FOREST DRIVE, ONALASKA, WI 54650

Signing Officer

Name
Carol Lloyd Neill
Title
Treasurer
Phone
6087874500
Signed
2017-05-20
Discuss with paid preparer
Yes

Preparer

Firm
Jrm Cpas
Address
2511 MAIN ST STE 101, ONALASKA, WI 54650-6759
Preparer
Gregory S Marso
Phone
6087818712
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“7,250 0 0”

Form 990-ez, Part I, Line 16

“Expenses training/educat materials 19,304 wi licensing 54 total 19,358”

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 Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06087874536
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ONALASKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054650
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0163012
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IRS990EZ/ContributionsGiftsGrantsEtcAmt052966
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IRS990EZ/ExcessOrDeficitForYearAmt021135
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0658
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0163012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0184147
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014000
IRS990EZ/GrossReceiptsAmt055151
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02185
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163012
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt019358
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CREATED BROCHURES AND INFORMATIONAL FLYERS. PROVIDED SCHOLARSHIPS TO YOUNG ADULTS, ALONG WITH GRANTS TO JUNIOR ACHEIVEMENT, LA CROSSE AND ONALASKA EDUCATION FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt033304
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034016
IRS990EZ/TotalProgramServiceExpensesAmt033304
IRS990EZ/TotalRevenueAmt055151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ALTRAFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt052966
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt052070
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0259983
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01652
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0794
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0677
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0352
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01652
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0794
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05660
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt01262
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt0861
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt03653
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt03263
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt09039
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94650
IRS990ScheduleA/PublicSupportPY509Pct00.93470
IRS990ScheduleA/PublicSupportTotal509Amt0259983
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt052966
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049939
IRS990ScheduleA/Total509Grp/TotalAmt0259983
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062534
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053554
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0274682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt07,250 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAINING/EDUCAT MATERIALS 19,304 WI LICENSING 54 TOTAL 19,358
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LLOYD NEILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06087874500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTRA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ALTR
ReturnHeader/Filer/EIN0202555956
ReturnHeader/Filer/PhoneNum06087877100
ReturnHeader/Filer/USAddress/AddressLine1Txt01700 OAK FOREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0ONALASKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054650
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA8BA615FD0BAD6DADBEED4B5093A1936A42C568
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D11E597B2A3384C399E9DED83708C9611E8D216F
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271421972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02511 MAIN ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546506759
ReturnHeader/PreparerPersonGrp/PhoneNum06087818712
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY S MARSO
ReturnHeader/ReturnTs02017-07-19T15:55:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$184,147
Liabilities
-
Net assets
$184,147
Revenue
$55,151
Expenses
$34,016
Net income
$21,135
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