Civic Intelligence

Wilfred and Adeline Schroeder Scholarship Trust

990EZ • Fiscal year 2019 • EIN 20-4812390

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

Organization ProfileN/A
PO Box 244Wonewoc, WI 53968

(608) 495-1460

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$300

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$101,942

Flat from 2019

Net Assets

$101,942

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Flat

$3,550

Flat from 2019

Expenses

Flat

$3,035

Flat from 2019

Net Income

Flat

$515

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2013: $98,950Net Assets 2013: $98,9502013Assets 2014: $99,288Net Assets 2014: $99,2882014Assets 2015: $99,451Net Assets 2015: $99,4512015Assets 2016: $99,300Net Assets 2016: $99,3002016Assets 2017: $98,822Net Assets 2017: $98,8222017Assets 2018: $101,427Net Assets 2018: $101,4272018Assets 2019: $101,942Net Assets 2019: $101,9422019Assets 2019: $101,942Liabilities 2019: $02019Assets 2020: $103,730Net Assets 2020: $103,7302020Assets 2021: $102,815Net Assets 2021: $102,8152021Assets 2022: $102,651Net Assets 2022: $102,6512022Assets 2023: $106,645Liabilities 2023: $02023

Highlighted filing

2019

Assets$101,942
Liabilities-
Net Assets$101,942
Open 2019 Filing

Operations Trend

Revenue Growth66th percentile

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

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2013: $2,768Expenses 2013: $2,643Net Income 2013: $1252013Revenue 2014: $2,838Expenses 2014: $2,500Net Income 2014: $3382014Revenue 2015: $2,673Expenses 2015: $2,510Net Income 2015: $1632015Revenue 2016: $2,359Expenses 2016: $2,510Net Income 2016: -$1512016Revenue 2017: $2,542Expenses 2017: $3,020Net Income 2017: -$4782017Revenue 2018: $3,130Expenses 2018: $525Net Income 2018: $2,6052018Revenue 2019: $3,550Expenses 2019: $3,035Net Income 2019: $5152019Revenue 2019: $3,550Expenses 2019: $3,035Net Income 2019: $5152019Revenue 2020: $4,813Expenses 2020: $3,025Net Income 2020: $1,7882020Revenue 2021: $2,120Expenses 2021: $3,035Net Income 2021: -$9152021Revenue 2022: $2,881Expenses 2022: $3,045Net Income 2022: -$1642022Revenue 2023: $4,549Expenses 2023: $555Net Income 2023: $3,9942023

Highlighted filing

2019

Revenue$3,550
Expenses$3,035
Net Income$515
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.0
Gross Receipts
$3,550
Mission and Program Overview

Mission

Provide scholarships to wonewoc center high school

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIPS TO WONEWOC CENTER HIGH SCHOOL STUDENTS$2,500$2,500
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE E WELLSTrustee-$300-$300
Filing and Contact Details

Filer

Filer Name
Wilfred and Adeline Schroeder
EIN
20-4812390
Phone
6084951460
Address
PO BOX 244, WONEWOC, WI 53968

Signing Officer

Name
Dale E Wells
Title
Trustee
Phone
6084951460
Signed
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Lutz Tax & Accounting Inc
Address
904 E STATE STREET, MAUSTON, WI 53948
Preparer
Richard S Chisick Jr CPA Ea
Phone
6088474453
Raw XML Appendix124 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/PersonNm0DALE E WELLS
IRS990EZ/BooksInCareOfDetail/PhoneNum06084951460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W9178 STATE ROAD 33
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WONEWOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053968
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101427
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101942
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0515
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0535
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101427
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101942
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02500
IRS990EZ/GrossReceiptsAmt03550
IRS990EZ/InvestmentIncomeAmt03550
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101427
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101942
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101427
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101942
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE E WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO WONEWOC CENTER HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIPS TO WONEWOC CENTER HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03035
IRS990EZ/TotalProgramServiceExpensesAmt02500
IRS990EZ/TotalRevenueAmt03550
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396005302
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WONEWOC CENTER HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WONEWOC CENTER HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02500
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE E WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06084951460
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILFRED AND ADELINE SCHROEDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILF
ReturnHeader/Filer/EIN0204812390
ReturnHeader/Filer/PhoneNum06084951460
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 244
ReturnHeader/Filer/USAddress/CityNm0WONEWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053968
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D462B1B422E448D2DF2153B26D72EC4F72FFD3B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C6915E0816639CDF54ED79BB838E991D16A233C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:46:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010718104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0904 E STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053948
ReturnHeader/PreparerPersonGrp/PhoneNum06088474453
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD S CHISICK JR CPA EA
ReturnHeader/ReturnTs02020-04-30T16:46:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,942
Liabilities
-
Net assets
$101,942
Revenue
$3,550
Expenses
$3,035
Net income
$515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.07$0.00$0.05$0.01$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$1.03$0.03$0.03$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$1.03$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.04$0.03$0.01
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.04$0.03$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.01$0.03$0.01$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.03$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.99$0.02$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.03$0.03$0.00