Civic Intelligence

Cook-Rutledge Mansion Inc

990EZ • Fiscal year 2016 • EIN 20-3088010

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization Profile
505 West Grand AveChippewa Falls, WI 54729

(715) 723-7181

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-86%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

5.6%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$280,861

Down $24,611 (-8.1%) from 2015

Net Assets

Down

$280,861

Down $24,611 (-8.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th percentile

Revenue

Up

$28,469

Up $1,511 (+5.6%) from 2015

Expenses

Up

$53,080

Up $36,500 (+220%) from 2015

Net Income

Down

-$24,611

Down $34,989 (-337%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2016

Assets$280,861
Liabilities$0
Net Assets$280,861
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$28,469
Expenses$53,080
Net Income-$24,611
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$28,469
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-$53,080
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle RoblPresident-$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
2017-05-04
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 AmountElectronic Bundle 2,684Christmas Decorations 277Insurance 1,923Supplies 372Advertising 914Other 726”

Description of other assets Part II line 24

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

Raw XML Appendix165 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/BOYAmt057646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033035
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018538
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24611
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0496
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0305472
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0280861
IRS990EZ/GrossReceiptsAmt028469
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt071
IRS990EZ/LandAndBuildingsGrp/BOYAmt0240671
IRS990EZ/LandAndBuildingsGrp/EOYAmt0240671
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0305472
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0280861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0305472
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0280861
IRS990EZ/OccupancyRentUtltsAndMaintAmt045507
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/PersonNm0Kyle Robl
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/OtherExpensesTotalAmt06896
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preserve historical structure educate
IRS990EZ/PrintingPublicationsPostageAmt0181
IRS990EZ/ProgramServiceRevenueAmt09860
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/ProgramServiceExpensesAmt053080
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053080
IRS990EZ/TotalProgramServiceExpensesAmt053080
IRS990EZ/TotalRevenueAmt028469
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt039520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0281
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0352
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99650
IRS990ScheduleA/PublicSupportPY509Pct00.99600
IRS990ScheduleA/PublicSupportTotal509Amt0100919
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011239
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010876
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt039520
IRS990ScheduleA/Total509Grp/TotalAmt0100919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039520
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0101271
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 AmountElectronic Bundle 2,684Christmas Decorations 277Insurance 1,923Supplies 372Advertising 914Other 726
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert F Bodeau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07155140507
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0B6A29B42B8E9A9D5FACFA446047C066C8182C04C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B6A29B42B8E9A9D5FACFA446047C066C8182C04C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039815520171291mcejw4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.177.136.101
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTm012:02:38
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/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron Thompson
ReturnHeader/ReturnTs02017-05-04T13:54:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$280,861
Liabilities
$0
Net assets
$280,861
Revenue
$28,469
Expenses
$53,080
Net income
-$24,611
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
2016Detailed filing. Detailed filing data is available for this year.$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