Civic Intelligence

Cook-Rutledge Mansion Inc

EIN 20-3088010 • 501(c)3 • Chippewa Falls, WI

Profile

Preserve historical structure educate

505 West Grand AveChippewa Falls, WI 54729
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-343%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

33rd percentile

-18%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

18th percentile

-50%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$315,977

Down $70,482 (-18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$315,977

Down $70,482 (-18%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$20,561

Down $20,339 (-50%) from 2019

Expenses

Up

$91,033

Up $52,127 (+134%) from 2019

Net Income

Down

-$70,472

Down $72,466 (-3634%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $244,209Liabilities 2010: $0Net Assets 2010: $244,2092010Assets 2011: $260,692Liabilities 2011: $0Net Assets 2011: $260,6922011Assets 2012: $293,366Liabilities 2012: $0Net Assets 2012: $293,3662012Assets 2013: $293,646Liabilities 2013: $0Net Assets 2013: $293,6462013Assets 2014: $295,094Liabilities 2014: $0Net Assets 2014: $295,0942014Assets 2015: $305,472Liabilities 2015: $0Net Assets 2015: $305,4722015Assets 2016: $280,861Liabilities 2016: $0Net Assets 2016: $280,8612016Assets 2017: $363,733Liabilities 2017: $0Net Assets 2017: $363,7332017Assets 2018: $384,465Liabilities 2018: $0Net Assets 2018: $384,4652018Assets 2019: $386,459Liabilities 2019: $0Net Assets 2019: $386,4592019Assets 2020: $315,977Liabilities 2020: $0Net Assets 2020: $315,9772020

Highlighted filing

2020

Assets$315,977
Liabilities$0
Net Assets$315,977
Open 2020 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $21,0842010Revenue 2011: $37,660Expenses 2011: $21,177Net Income 2011: $16,4832011Revenue 2012: $46,384Expenses 2012: $13,710Net Income 2012: $32,6742012Revenue 2013: $19,282Expenses 2013: $19,002Net Income 2013: $2802013Revenue 2014: $17,878Expenses 2014: $16,430Net Income 2014: $1,4482014Revenue 2015: $26,958Expenses 2015: $16,580Net Income 2015: $10,3782015Revenue 2016: $28,469Expenses 2016: $53,080Net Income 2016: -$24,6112016Revenue 2017: $108,659Expenses 2017: $25,787Net Income 2017: $82,8722017Revenue 2018: $63,156Expenses 2018: $42,424Net Income 2018: $20,7322018Revenue 2019: $40,900Expenses 2019: $38,906Net Income 2019: $1,9942019Revenue 2020: $20,561Expenses 2020: $91,033Net Income 2020: -$70,4722020

Highlighted filing

2020

Revenue$20,561
Expenses$91,033
Net Income-$70,472
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$315,977
Liabilities
$0
Net assets
$315,977
Revenue
$20,561
Expenses
$91,033
Net income
-$70,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.21$0.91$0.70
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.41$0.39$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.63$0.42$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$1.09$0.26$0.83
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.28$0.53$0.25
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.27$0.17$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.18$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.19$0.19$0.00
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.46$0.14$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.00$2.61$0.38$0.21$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Gross Receipts
$20,561
Mission and Program Overview

Mission

Preserve historical structure educate

Program Services

DescriptionGrantsExpenses
The organization operates to preserve the Mansion and its artifacts, and to educate bothe the public and school children about the culture associated with the Chippewa Valley.-$91,033
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Will SikoraPresident-$0--
Melanie BergVice President-$0--
Barbara RaySecretary-$0--
Robert BodeauTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Cook-Rutledge Mansion Inc
EIN
20-3088010
Address
505 West Grand Ave, Chippewa Falls, WI 54729

Signing Officer

Name
Robert F Bodeau
Title
Treasurer
Phone
7155140507
Signed
2021-05-12
Discuss with paid preparer
No

Preparer

Firm
Thompson & Falkenberg CPAs LLC
Address
17 W Central St, Chippewa Falls, WI 54729
Preparer
Aaron Thompson
Phone
7157237500
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountAdvertising 229Bank Service Charge 32Christmas Open House 121Electronic Bundle 3,374Insurance 1,765License 64Security System 1,415Supplies 156Tax Exemption Report 10”

Description of other assets Part II line 24

“Category Beginning of Year End of YearChippewa Area Community Found 7,155 7,155”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Robert Bodeau
IRS990EZ/BooksInCareOfDetail/PhoneNum07157237181
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04448 Heartland Drive West
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Eau Claire
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0138623
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068151
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018655
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-70472
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0386449
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0315977
IRS990EZ/GrossReceiptsAmt020561
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0240671
IRS990EZ/LandAndBuildingsGrp/EOYAmt0240671
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0386449
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0315977
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0386449
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0315977
IRS990EZ/OccupancyRentUtltsAndMaintAmt083106
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Will Sikora
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Melanie Berg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Barbara Ray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Robert Bodeau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07155
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07155
IRS990EZ/OtherExpensesTotalAmt07166
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preserve historical structure educate
IRS990EZ/PrintingPublicationsPostageAmt0266
IRS990EZ/ProgramServiceRevenueAmt01906
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization operates to preserve the Mansion and its artifacts, and to educate bothe the public and school children about the culture associated with the Chippewa Valley.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091033
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091033
IRS990EZ/TotalProgramServiceExpensesAmt091033
IRS990EZ/TotalRevenueAmt020561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0228285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt071
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt0228285
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt055725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018538
IRS990ScheduleA/Total509Grp/TotalAmt0228285
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018655
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt055725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt018609
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228356
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdvertising 229Bank Service Charge 32Christmas Open House 121Electronic Bundle 3,374Insurance 1,765License 64Security System 1,415Supplies 156Tax Exemption Report 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearChippewa Area Community Found 7,155 7,155
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert F Bodeau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07155140507
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cook-Rutledge Mansion Inc
ReturnHeader/Filer/BusinessNameControlTxt0COOK
ReturnHeader/Filer/EIN0203088010
ReturnHeader/Filer/USAddress/AddressLine1Txt0505 West Grand Ave
ReturnHeader/Filer/USAddress/CityNm0Chippewa Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054729
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814564012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thompson & Falkenberg CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 W Central St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chippewa Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054729
ReturnHeader/PreparerPersonGrp/PhoneNum07157237500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron Thompson
ReturnHeader/ReturnTs02021-06-17T15:51:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bodeau
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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