Civic Intelligence

Dwight and Linda Davis Foundation

990PF • Fiscal year 2016 • EIN 26-3604136

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile

View Organization Page

PO Box 8010Wausau, WI 54402-8010

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

20th percentile

$4,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

93rd percentile

37%

Faster asset growth than 93% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$24,206,660

Up $6,513,793 (+37%) from 2015

Net Assets

Up

$24,206,660

Up $6,513,793 (+37%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin97th percentile

Revenue

Up

$7,300,918

Up $832,193 (+13%) from 2015

Expenses

Up

$787,125

Up $147,605 (+23%) from 2015

Net Income

Up

$6,513,793

Up $684,588 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$150M$100M$50M$0Assets 2010: $4,210,713Liabilities 2010: $0Net Assets 2010: $4,210,7132010Assets 2011: $5,793,452Liabilities 2011: $0Net Assets 2011: $5,793,4522011Assets 2013: $9,848,559Liabilities 2013: $0Net Assets 2013: $9,848,5592013Assets 2014: $11,863,662Liabilities 2014: $0Net Assets 2014: $11,863,6622014Assets 2015: $17,692,867Liabilities 2015: $0Net Assets 2015: $17,692,8672015Assets 2016: $24,206,660Liabilities 2016: $0Net Assets 2016: $24,206,6602016Assets 2017: $30,632,624Liabilities 2017: $0Net Assets 2017: $30,632,6242017Assets 2018: $37,721,458Liabilities 2018: $0Net Assets 2018: $37,721,4582018Assets 2019: $44,333,849Liabilities 2019: $0Net Assets 2019: $44,333,8492019Assets 2020: $48,780,940Liabilities 2020: $0Net Assets 2020: $48,780,9402020Assets 2021: $81,252,050Liabilities 2021: $0Net Assets 2021: $81,252,0502021Assets 2022: $86,810,267Liabilities 2022: $0Net Assets 2022: $86,810,2672022Assets 2023: $99,851,564Liabilities 2023: $0Net Assets 2023: $99,851,5642023Assets 2024: $116,652,566Liabilities 2024: $0Net Assets 2024: $116,652,5662024

Highlighted filing

2016

Assets$24,206,660
Liabilities$0
Net Assets$24,206,660
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$40M$30M$20M$10M$0Expenses 2010: $71,3432010Expenses 2011: $171,1092011Revenue 2013: $2,320,050Expenses 2013: $367,230Net Income 2013: $1,952,8202013Revenue 2014: $2,529,221Expenses 2014: $514,118Net Income 2014: $2,015,1032014Revenue 2015: $6,468,725Expenses 2015: $639,520Net Income 2015: $5,829,2052015Revenue 2016: $7,300,918Expenses 2016: $787,125Net Income 2016: $6,513,7932016Revenue 2017: $7,519,198Expenses 2017: $1,093,234Net Income 2017: $6,425,9642017Revenue 2018: $8,555,035Expenses 2018: $1,466,201Net Income 2018: $7,088,8342018Revenue 2019: $8,532,085Expenses 2019: $1,919,694Net Income 2019: $6,612,3912019Revenue 2020: $6,189,645Expenses 2020: $1,742,554Net Income 2020: $4,447,0912020Revenue 2021: $35,468,410Expenses 2021: $2,997,300Net Income 2021: $32,471,1102021Revenue 2022: $11,546,513Expenses 2022: $3,599,537Net Income 2022: $7,946,9762022Revenue 2023: $22,014,564Expenses 2023: $4,154,244Net Income 2023: $17,860,3202023Revenue 2024: $22,528,087Expenses 2024: $5,069,437Net Income 2024: $17,458,6502024

Highlighted filing

2016

Revenue$7,300,918
Expenses$787,125
Net Income$6,513,793
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LON ROBERTSSecretary/Director-$4,000-$4,000
JEFFREY STUBBETreasurer/Director-$4,000-$4,000
DWIGHT E DAVISPresident/Director-$0--
LINDA DAVISVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Dwight and Linda Davis Foundation
EIN
26-3604136
Phone
8008391754
Address
PO BOX 8010, WAUSAU, WI 54402-8010

Signing Officer

Name
Dwight E Davis
Title
Director
Phone
8008391754
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
PO BOX 8010, WAUSAU, WI 54402-8010
Preparer
Mary a Coates CPA
Phone
7158453111
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03613
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037613
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0682022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0787125
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02298980
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07300918
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014522
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0119625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02738778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1862974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21540389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3132994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01333545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-89340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2456424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-21551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4158389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01333545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-89340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2456424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-21551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4158389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04072323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1773634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21996813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3111443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4158389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01837467
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06513793
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt024206660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017692867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt024206660
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0956669
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0956669
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0956669
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01001227
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044558
IRS990PF/DistributableAmountGrp/TotalTaxAmt044558
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt041205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044558
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044558
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044558
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt041205
IRS990PF/FMVAssetsEOYAmt025028547
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt03039
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03023
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt03039
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt03039
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt030298
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt029818
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt029818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011159572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019950431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020772318
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt080058
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt077507
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt077507
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt017692867
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt024206660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06419916
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04145865
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04145865
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017692867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt024206660
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025028547
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017692867
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt024206660
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017692867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt024206660
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020329491
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03004933
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017245287
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0304942
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt079271
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01001227
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020024549
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020329491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt34000
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/PersonNm0DWIGHT E DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LON ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEFFREY STUBBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 8010 11 SCOTT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 8010 11 SCOTT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 8010 11 SCOTT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 8010 11 SCOTT ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAUSAU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WAUSAU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WAUSAU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WAUSAU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd154402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd254402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd354402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0704303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0726582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0571604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0459228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0306681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0238547
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0140331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.031924

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,206,660
Liabilities
$0
Net assets
$24,206,660
Revenue
$7,300,918
Expenses
$787,125
Net income
$6,513,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$117$0.00$117$22.5$5.07$17.5
2023Detailed filing. Detailed filing data is available for this year.$99.9$0.00$99.9$22.0$4.15$17.9
2022Detailed filing. Detailed filing data is available for this year.$86.8$0.00$86.8$11.5$3.60$7.95
2021Detailed filing. Detailed filing data is available for this year.$81.3$0.00$81.3$35.5$3.00$32.5
2020Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$6.19$1.74$4.45
2019Detailed filing. Detailed filing data is available for this year.$44.3$0.00$44.3$8.53$1.92$6.61
2018Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$8.56$1.47$7.09
2017Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$7.52$1.09$6.43
2016Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$7.30$0.79$6.51
2015Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$6.47$0.64$5.83
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.53$0.51$2.02
2013Detailed filing. Detailed filing data is available for this year.$9.85$0.00$9.85$2.32$0.37$1.95
2011Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.17
2010Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.07