Civic Intelligence

William T Evjue Charitable Trust

990PF • Fiscal year 2022 • EIN 23-7129606

Jun 01, 2021 to May 31, 2022 • Filed on Sep 12, 2022

Organization Profile
1901 Fish Hatchery RoadMadison, WI 53713

(608) 252-6401

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

87th percentile

54%

Higher net margin than 87% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

28th percentile

$36,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

95th percentile

208%

Faster revenue growth than 95% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$22,258,110

Up $3,890,067 (+21%) from 2021

Net Assets

Up

$22,216,673

Up $3,848,630 (+21%) from 2021

Liabilities

Up

$41,437

Up $41,437 from 2021

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin87th percentile

Revenue

Up

$4,320,774

Up $2,919,346 (+208%) from 2021

Expenses

Up

$1,987,202

Up $106,394 (+5.7%) from 2021

Net Income

Up

$2,333,572

Up $2,812,952 (+587%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2016: $12,225,339Liabilities 2016: $0Net Assets 2016: $12,225,3392016Assets 2017: $13,879,854Liabilities 2017: $10,648Net Assets 2017: $13,869,2062017Assets 2018: $15,549,057Liabilities 2018: $0Net Assets 2018: $15,549,0572018Assets 2019: $16,885,706Liabilities 2019: $0Net Assets 2019: $16,885,7062019Assets 2020: $17,706,737Liabilities 2020: $0Net Assets 2020: $17,706,7372020Assets 2021: $18,368,043Liabilities 2021: $0Net Assets 2021: $18,368,0432021Assets 2022: $22,258,110Liabilities 2022: $41,437Net Assets 2022: $22,216,6732022Assets 2023: $23,826,372Liabilities 2023: $2,000Net Assets 2023: $23,824,3722023Assets 2024: $24,785,018Liabilities 2024: $0Net Assets 2024: $24,785,0182024Assets 2025: $25,609,782Liabilities 2025: $1,476Net Assets 2025: $25,608,3062025

Highlighted filing

2022

Assets$22,258,110
Liabilities$41,437
Net Assets$22,216,673
Open 2022 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $974,512Expenses 2016: $1,847,967Net Income 2016: -$873,4552016Revenue 2017: $2,107,642Expenses 2017: $1,809,842Net Income 2017: $297,8002017Revenue 2018: $2,142,037Expenses 2018: $1,885,640Net Income 2018: $256,3972018Revenue 2019: $1,776,169Expenses 2019: $1,916,132Net Income 2019: -$139,9632019Revenue 2020: $1,698,630Expenses 2020: $1,870,987Net Income 2020: -$172,3572020Revenue 2021: $1,401,428Expenses 2021: $1,880,808Net Income 2021: -$479,3802021Revenue 2022: $4,320,774Expenses 2022: $1,987,202Net Income 2022: $2,333,5722022Revenue 2023: $2,281,893Expenses 2023: $2,062,488Net Income 2023: $219,4052023Revenue 2024: $1,730,777Expenses 2024: $1,931,413Net Income 2024: -$200,6362024Revenue 2025: $1,750,904Expenses 2025: $1,996,915Net Income 2025: -$246,0112025

Highlighted filing

2022

Revenue$4,320,774
Expenses$1,987,202
Net Income$2,333,572
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Sep 12, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM LUSSIERTrustee-$36,000-$36,000
NANCY B GAGETrustee-$36,000-$36,000
CLAYTON FRINKTrustee-$36,000-$36,000
DAVE ZWEIFELTrustee-$36,000-$36,000
BRADY WILLIAMSONTrustee-$36,000-$36,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE EVJUE FOUNDATION INCTO BE USED FOR GRANTS TO ELIGIBLE ORGANIZATIONSPCMADISON, WI, US$1,590,600
Filing and Contact Details

Filer

Filer Name
William T Evjue Charitable Trust
EIN
23-7129606
Phone
6082526401
Address
1901 FISH HATCHERY ROAD, MADISON, WI 53713

Signing Officer

Name
Clayton Frink
Title
Trustee
Phone
6082526401
Signed
2022-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Douglas Berry
Phone
6088318181
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01590600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01590600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01919007
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01919007
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02333572
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021695167
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04670
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04670
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02401617
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04042404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0140794
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0140794
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02576
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt059984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01651424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0278370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01987202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04320774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04320774
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0278370
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0396602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06174299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113119251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-515378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12916995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-515378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12916995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05658921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116036246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02401617
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-515378
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02333572
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06153
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01521211
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022222826
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018368043
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022216673
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01767784
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01767784
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01767784
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01823973
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt056189
IRS990PF/DistributableAmountGrp/TotalTaxAmt056189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt056189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt056189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt056189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt041437
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015971
IRS990PF/FMVAssetsEOYAmt034646596
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt041437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017310357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018900199
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt031082428
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt018368043
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt022216673
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0605856
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0879459
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01085716
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0451652
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02478452
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02478452
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018368043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022258110
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt034646596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt041437
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018368043
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022258110
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018368043
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022216673
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt037034984
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01054236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026782875
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0555525
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt09197873
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01823973
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt036479459
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt037034984
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt136000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt236000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt336000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt436000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JIM LUSSIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY B GAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CLAYTON FRINK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVE ZWEIFEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BRADY WILLIAMSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01901 FISH HATCHERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11901 FISH HATCHERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21901 FISH HATCHERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31901 FISH HATCHERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41901 FISH HATCHERY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01651424
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01651424

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,258,110
Liabilities
$41,437
Net assets
$22,216,673
Revenue
$4,320,774
Expenses
$1,987,202
Net income
$2,333,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.75$2.00$0.25
2024Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$1.73$1.93$0.20
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$2.28$2.06$0.22
2022Detailed filing. Detailed filing data is available for this year.$22.3$0.04$22.2$4.32$1.99$2.33
2021Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.40$1.88$0.48
2020Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$1.70$1.87$0.17
2019Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.78$1.92$0.14
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$2.14$1.89$0.26
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.01$13.9$2.11$1.81$0.30
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.97$1.85$0.87