Civic Intelligence

Catholic Order of Foresters

EIN 23-7581431 • 501(c)8 • Lodi, WI

990-N Coverage

Profile

Dedicated to hleping members achieve financial security and offering opportunities for spiritual, social and charitable growth.

W10965 Lake View DrLodi, WI 53555

catholicorderster.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.00x

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

501(c)8 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.00x

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

501(c)8 • <$500k nonprofits • Source year 2023

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)8 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$76,187

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$76,187

No earlier filing loaded for comparison.

Revenue

$77,725

No earlier filing loaded for comparison.

Expenses

$1,538

No earlier filing loaded for comparison.

Net Income

$76,187

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2023: $76,187Liabilities 2023: $0Net Assets 2023: $76,1872023

Highlighted filing

2023

Assets$76,187
Liabilities$0
Net Assets$76,187

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2023: $77,725Expenses 2023: $1,538Net Income 2023: $76,1872023

Highlighted filing

2023

Revenue$77,725
Expenses$1,538
Net Income$76,187

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$76.2$0.00$76.2$77.7$1.54$76.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 29, 2024
Return Version
2023v5.1
Gross Receipts
$110,787
Mission and Program Overview

Mission

Dedicated to hleping members achieve financial security and offering opportunities for spiritual, social and charitable growth.

Dedicaed to helping members achieve financial security and offering opportunities for spiritual, social and charitable growth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund-$76,187-
Pledges and Grants Receivable-$50,283-
Savings and Temporary Cash Investments-$23,243-
Cash and Non-Interest-Bearing Accounts-$2,661-
Total Assets$0$76,187▲ $76,187
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$76,187▲ $76,187
Total Liabilities and Net Assets / Fund Balance$0$76,187▲ $76,187
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leo YelkPresident
Donald StrohmengerVice President
Burnell WeisenselTrustee
Gerard SchusterTrustee
Jeff BlaskaRecording Secretary
Duane WeisenselTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,554
Program Service Revenue
$0
Investment Income
$73,652
Other Revenue
$519
All Other Contributions
$682
Change in Net Assets
$76,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$2,970
Other Expenses$1,538
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$174-$2,970$0
Conferences and Meetings$844--$844
Fees for Services Management-$480-$480
Total Functional Expenses$1,058$480$2,970$1,538
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,970
Fundraising Gross Income$2,872
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Discussion/review of tax return at board meeting

Form 990, Part VI, Section C, Line 18

Request to review tax document with Board Treasurer

Filing and Contact Details

Filer

Filer Name
Catholic Order of Foresters
EIN
23-7581431
In Care Of
% Jeff Blaska
Phone
6088281789
Address
W10965 Lake View Dr, Lodi, WI 53555

Signing Officer

Name
Jeff Blaska
Title
Recording Secretary
Phone
6088281789
Signed
2024-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Blaska
Formed
1963
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Schulze Bookkeeping & Tax Service
Address
N449 Deansville Rd, Columbus, WI 53925
Preparer
Vicki M Schulze
Phone
9206232049
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