Civic Intelligence

Cook-Rutledge Mansion Inc

990EZ • Fiscal year 2018 • EIN 20-3088010

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

5.7%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$384,465

Up $20,732 (+5.7%) from 2017

Net Assets

Up

$384,465

Up $20,732 (+5.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Down

$63,156

Down $45,503 (-42%) from 2017

Expenses

Up

$42,424

Up $16,637 (+65%) from 2017

Net Income

Down

$20,732

Down $62,140 (-75%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$384,465
Liabilities$0
Net Assets$384,465
Open 2018 Filing

Operations Trend

Revenue Growth12th 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

2018

Revenue$63,156
Expenses$42,424
Net Income$20,732
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Gross Receipts
$63,156
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-$42,423
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynda ButekPresident-$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
2019-04-30
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 582Christmas Decorations 80Docent Tea 21Electronic Bundle 2,660Flowers 121Gift from Board 300Insurance 2,022Licenses 74Open House Singing 150Patron Drive 113Piano 5,500Security System 431Snow and Grass 4,060Supplies 133”

Description of other assets Part II line 24

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

Raw XML Appendix156 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/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/BOYAmt0115907
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0136639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055725
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020732
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0470
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0363733
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0384465
IRS990EZ/GrossReceiptsAmt063156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0240671
IRS990EZ/LandAndBuildingsGrp/EOYAmt0240671
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0363733
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0384465
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0363733
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0384465
IRS990EZ/OccupancyRentUtltsAndMaintAmt025563
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/PersonNm0Lynda Butek
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/OtherExpensesTotalAmt016247
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preserve historical structure educate
IRS990EZ/PrintingPublicationsPostageAmt0144
IRS990EZ/ProgramServiceRevenueAmt07431
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/ProgramServiceExpensesAmt042423
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042424
IRS990EZ/TotalProgramServiceExpensesAmt042423
IRS990EZ/TotalRevenueAmt063156
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt094467
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0200715
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0281
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0352
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99820
IRS990ScheduleA/PublicSupportPY509Pct00.99770
IRS990ScheduleA/PublicSupportTotal509Amt0200715
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094467
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011239
IRS990ScheduleA/Total509Grp/TotalAmt0200715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt094467
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt021027
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011239
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountAdvertising 582Christmas Decorations 80Docent Tea 21Electronic Bundle 2,660Flowers 121Gift from Board 300Insurance 2,022Licenses 74Open House Singing 150Patron Drive 113Piano 5,500Security System 431Snow and Grass 4,060Supplies 133
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert F Bodeau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07155140507
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-30
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/AtSubmissionCreationDeviceId07F7E7CB2F6631FFCA3D2AB6FFAA86C2F4AD90277
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F7E7CB2F6631FFCA3D2AB6FFAA86C2F4AD90277
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03981552019128ljf4b5z
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.49.14.110
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTm012:39:43
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/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron Thompson
ReturnHeader/ReturnTs02019-05-08T12:36:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,465
Liabilities
$0
Net assets
$384,465
Revenue
$63,156
Expenses
$42,424
Net income
$20,732
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
2018Detailed filing. Detailed filing data is available for this year.$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