Civic Intelligence

Wieselman Waterford High School Scholarship Tr Fund

990PF • Fiscal year 2014 • EIN 20-6852986

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
400 Milwaukee AveBurlington, WI 53105

(262) 767-3230

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

79th percentile

$3,933

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 33.8% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

-2.4%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$319,115

Down $7,253 (-2.2%) from 2013

Net Assets

Down

$319,115

Down $7,253 (-2.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Down

$11,625

Down $283 (-2.4%) from 2013

Expenses

Down

$18,728

Down $838 (-4.3%) from 2013

Net Income

Up

-$7,103

Up $555 (+7.2%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2011: $333,663Liabilities 2011: $02011Assets 2012: $334,026Liabilities 2012: $12012Assets 2013: $326,368Liabilities 2013: $0Net Assets 2013: $326,3682013Assets 2014: $319,115Liabilities 2014: $0Net Assets 2014: $319,1152014Assets 2015: $331,899Liabilities 2015: $0Net Assets 2015: $331,8992015Assets 2016: $309,754Liabilities 2016: $0Net Assets 2016: $309,7542016Assets 2017: $312,274Liabilities 2017: $0Net Assets 2017: $312,2742017Assets 2018: $310,363Liabilities 2018: $0Net Assets 2018: $310,3632018Assets 2019: $309,042Liabilities 2019: $0Net Assets 2019: $309,0422019Assets 2020: $298,656Liabilities 2020: $0Net Assets 2020: $298,6562020Assets 2021: $323,494Liabilities 2021: $0Net Assets 2021: $323,4942021Assets 2022: $292,950Liabilities 2022: $0Net Assets 2022: $292,9502022Assets 2023: $294,593Liabilities 2023: $0Net Assets 2023: $294,5932023Assets 2024: $286,331Liabilities 2024: $0Net Assets 2024: $286,3312024

Highlighted filing

2014

Assets$319,115
Liabilities$0
Net Assets$319,115
Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $178Expenses 2011: $14,409Net Income 2011: -$14,2312011Revenue 2012: $15,716Expenses 2012: $15,353Net Income 2012: $3632012Revenue 2013: $11,908Expenses 2013: $19,566Net Income 2013: -$7,6582013Revenue 2014: $11,625Expenses 2014: $18,728Net Income 2014: -$7,1032014Revenue 2015: $32,924Expenses 2015: $20,707Net Income 2015: $12,2172015Revenue 2016: -$7,940Expenses 2016: $14,765Net Income 2016: -$22,7052016Revenue 2017: $18,142Expenses 2017: $15,356Net Income 2017: $2,7862017Revenue 2018: $14,614Expenses 2018: $16,015Net Income 2018: -$1,4012018Revenue 2019: $12,733Expenses 2019: $13,840Net Income 2019: -$1,1072019Revenue 2020: $3,362Expenses 2020: $14,021Net Income 2020: -$10,6592020Revenue 2021: $42,921Expenses 2021: $16,738Net Income 2021: $26,1832021Revenue 2022: -$14,286Expenses 2022: $16,748Net Income 2022: -$31,0342022Revenue 2023: $18,429Expenses 2023: $15,462Net Income 2023: $2,9672023Revenue 2024: $8,585Expenses 2024: $16,958Net Income 2024: -$8,3732024

Highlighted filing

2014

Revenue$11,625
Expenses$18,728
Net Income-$7,103
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,933-$3,933
DAN FOSTERCommittee-$0--
NICOLE WERNERCommittee-$0--
KEVIN MALCHINECommittee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWATERFORD HIGH SCHOOLSCHOLARSHIPS-WATERFORD, WI, US$13,000
Filing and Contact Details

Filer

Filer Name
Wieselman Waterford High School
EIN
20-6852986
Phone
2627673230
Address
400 MILWAUKEE AVE, BURLINGTON, WI 53105

Signing Officer

Name
Cami Meyer
Title
Trustee
Phone
2627673230
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Raw XML Appendix290 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0228.556 RIDGEWORTH SEIX INC FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1818.181 FRANKLIN TEMPLETON GLOBAL BO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02071
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt110988
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0297822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0313329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05967
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01520
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03933
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03933
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05967
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05967
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7103
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016570
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02147
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02147
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0275
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03511
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011858
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011858
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05728
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03744
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7103
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0150
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0319265
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0326368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0319115
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016424
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016424
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016424
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016543
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0119
IRS990PF/DistributableAmountGrp/TotalTaxAmt0119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0239
IRS990PF/FMVAssetsEOYAmt0334624
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0326368
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015356
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021295
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0310881
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0297822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0313329
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0131
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0319115
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0334624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0326368
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0335901
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0319566
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016335
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05039
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016543
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0330862
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0335901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt33933
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAN FOSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NICOLE WERNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KEVIN MALCHINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2COMMITTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt051 CAPEL LOG COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16937 SANDY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt227402 MALCHINE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3400 MILWAUKEE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WALES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WATERFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WATERFORD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053183
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253185
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057919
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE CHICAGO TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 MILWAUKEE AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627673230
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS GIVEN TO SEVERAL INDIVIDUALS TO CONTINUE THEIR EDUCATION BEYOND HIGH SCHOOL. CHECK TO WATERFORD HIGH SCHOOL
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt013000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT THE GUIDANCE OFFICE FOR SPECFIC GUIDELINES AND A COMPLETE COPY OF THE SUBMISSION MATERIALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WIESELMAN WATERFORD SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02625343189
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 FIELD DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WATERFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053185
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE A GRADUATING SENIOR OF WATERFORD HIGH SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL OF THE CURRENT YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WATERFORD HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 FIELD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053185
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011131
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07597
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016424
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018728
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05293
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07597
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0275
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0275
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0131
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST AND DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ROUNDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-2
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0150
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FED TAXES PAID
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAMI MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02627673230
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WIESELMAN WATERFORD HIGH SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WIES
ReturnHeader/Filer/EIN0206852986
ReturnHeader/Filer/PhoneNum02627673230
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 MILWAUKEE AVE
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391793586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARDS GROUP CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0441 MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531051230
ReturnHeader/PreparerPersonGrp/PhoneNum02627637616
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs02015-05-29T14:39:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$319,115
Liabilities
$0
Net assets
$319,115
Revenue
$11,625
Expenses
$18,728
Net income
-$7,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.09$0.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.18$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.14$0.17$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.43$0.17$0.26
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.03$0.14$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.13$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.15$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.18$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.08$0.15$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.33$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.12$0.19$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.12$0.20$0.08
2012Summary only. Only limited summary data is available for this year.$3.34$0.00$0.16$0.15$0.00
2011Summary only. Only limited summary data is available for this year.$3.34$0.00$0.00$0.14$0.14