Civic Intelligence

Robert and Joan Follett Memorial Charitable Trust

EIN 26-6711386 • Appleton, WI

2701 Fox RunAppleton, WI 54914
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-173%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

8th percentile

-20%

Faster asset growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

396%

Faster revenue growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,814,978

Down $240,266 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$1,814,978

Down $240,266 (-12%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Up

$334,144

Up $425,512 (+466%) from 2022

Expenses

Up

$913,770

Up $791,360 (+646%) from 2022

Net Income

Down

-$579,626

Down $365,848 (-171%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $17,090Liabilities 2011: $0Net Assets 2011: $17,0902011Assets 2012: $17,097Liabilities 2012: $0Net Assets 2012: $17,0972012Assets 2013: $17,103Liabilities 2013: $0Net Assets 2013: $17,1032013Assets 2014: $17,109Liabilities 2014: $0Net Assets 2014: $17,1092014Assets 2015: $7,347Liabilities 2015: $0Net Assets 2015: $7,3472015Assets 2016: $17,116Liabilities 2016: $0Net Assets 2016: $17,1162016Assets 2017: $17,121Liabilities 2017: $0Net Assets 2017: $17,1212017Assets 2018: $2,497,100Liabilities 2018: $0Net Assets 2018: $2,497,1002018Assets 2020: $2,695,662Liabilities 2020: $0Net Assets 2020: $2,695,6622020Assets 2022: $2,055,244Liabilities 2022: $0Net Assets 2022: $2,055,2442022Assets 2024: $1,814,978Liabilities 2024: $0Net Assets 2024: $1,814,9782024

Highlighted filing

2024

Assets$1,814,978
Liabilities$0
Net Assets$1,814,978
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $201,1722011Expenses 2012: $204,7632012Revenue 2013: $205,042Expenses 2013: $205,036Net Income 2013: $62013Revenue 2014: $204,769Expenses 2014: $204,763Net Income 2014: $62014Revenue 2015: $204,769Expenses 2015: $214,531Net Income 2015: -$9,7622015Revenue 2016: $208,574Expenses 2016: $198,805Net Income 2016: $9,7692016Revenue 2017: $204,767Expenses 2017: $204,762Net Income 2017: $52017Revenue 2018: $180,826Expenses 2018: $200,847Net Income 2018: -$20,0212018Revenue 2020: $150,631Expenses 2020: $239,216Net Income 2020: -$88,5852020Revenue 2022: -$91,368Expenses 2022: $122,410Net Income 2022: -$213,7782022Revenue 2024: $334,144Expenses 2024: $913,770Net Income 2024: -$579,6262024

Highlighted filing

2024

Revenue$334,144
Expenses$913,770
Net Income-$579,626
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,814,978
Liabilities
$0
Net assets
$1,814,978
Revenue
$334,144
Expenses
$913,770
Net income
-$579,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.33$0.91$0.58
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.09$0.12$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.15$0.24$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.18$0.20$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.20$0.20$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.21$0.20$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.20$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.20$0.20$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.21$0.21$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.20
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN I FOLLETTDonor And Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Joan Follett Memorial Charitabl
EIN
26-6711386
Phone
9208431228
Address
2701 FOX RUN, APPLETON, WI 54914

Signing Officer

Name
Joan I Follett
Title
Donor and Trustee
Phone
9202023112
Signed
2025-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Brad M Voght
Phone
4142717800
Raw XML Appendix329 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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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOAN I FOLLETT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02701 FOX RUN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0APPLETON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054914
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09208431228
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0787000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MERCY WORKS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05733 W GRANDE MARKET DR
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0787000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt079738
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0169799
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078879
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0898273
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0649595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0169799
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078879
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0729333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0649595
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0898273
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0248678
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0158887
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MET LIFE INSURANCE CASH SURRENDER VALUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0134030
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0134030
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09941
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INSURANCE CASH SURRENDER GAIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GENERAL AMERICA/MET LIFE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1JOHN HANCOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMIN FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt048612
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt156721
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048612
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt156721
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22335
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0130933
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018157
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018157
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOAN FOLLETT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02701 FOX RUN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0APPLETON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd054914
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt045
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN I FOLLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DONOR AND TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09202023112
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & JOAN FOLLETT MEMORIAL CHARITABL
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0266711386
ReturnHeader/Filer/PhoneNum09208431228
ReturnHeader/Filer/USAddress/AddressLine1Txt02701 FOX RUN
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054914
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 NORTH MAYFAIR RD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD M VOGHT
ReturnHeader/ReturnTs02025-09-05T13:53:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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