Civic Intelligence

Kohler Trust for Clean Water

990 • Fiscal year 2021 • EIN 32-6513655

Feb 01, 2020 to Jan 31, 2021 • Filed on Nov 30, 2021

Organization ProfileN/A
725X Woodlake RdKohler, WI 53044

(920) 458-1972

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

15th percentile

-2.9%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-0.1%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$15,752,712

Down $477,368 (-2.9%) from 2020

Net Assets

Down

$15,752,712

Down $477,368 (-2.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin55th percentile

Revenue

Down

$187,747

Down $127 (-0.1%) from 2020

Expenses

Up

$159,995

Up $3,921 (+2.5%) from 2020

Net Income

Down

$27,752

Down $4,048 (-13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$300M$200M$100M$0Assets 2019: $16,198,280Liabilities 2019: $0Net Assets 2019: $16,198,2802019Assets 2020: $16,230,080Liabilities 2020: $0Net Assets 2020: $16,230,0802020Assets 2021: $15,752,712Liabilities 2021: $0Net Assets 2021: $15,752,7122021Assets 2022: $22,024,064Liabilities 2022: $0Net Assets 2022: $22,024,0642022Assets 2023: $16,221,849Liabilities 2023: $0Net Assets 2023: $16,221,8492023Assets 2024: $283,747,473Liabilities 2024: $0Net Assets 2024: $283,747,4732024Assets 2025: $285,809,231Liabilities 2025: $0Net Assets 2025: $285,809,2312025

Highlighted filing

2021

Assets$15,752,712
Liabilities$0
Net Assets$15,752,712
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

$300M$200M$100M$0Revenue 2019: $16,198,280Expenses 2019: $0Net Income 2019: $16,198,2802019Revenue 2020: $187,874Expenses 2020: $156,074Net Income 2020: $31,8002020Revenue 2021: $187,747Expenses 2021: $159,995Net Income 2021: $27,7522021Revenue 2022: $233,071Expenses 2022: $197,949Net Income 2022: $35,1222022Revenue 2023: $223,666Expenses 2023: $196,020Net Income 2023: $27,6462023Revenue 2024: $287,565,441Expenses 2024: $3,956,411Net Income 2024: $283,609,0302024Revenue 2025: $7,599,443Expenses 2025: $5,576,993Net Income 2025: $2,022,4502025

Highlighted filing

2021

Revenue$187,747
Expenses$159,995
Net Income$27,752
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Nov 30, 2021
Return Version
2020v4.1
Gross Receipts
$187,747
Mission and Program Overview

Mission

To provide support and assistance to a class of public charities that have as their charitable purposes improving water quality, sanitation or sustainability of water supply.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$16,198,280$15,693,160▼ $505,120
Investments in Publicly Traded Securities$0$55,000▲ $55,000
Savings and Temporary Cash Investments$30,724$4,071▼ $26,653
Cash and Non-Interest-Bearing Accounts$1,076$481▼ $595
Total Assets$16,230,080$15,752,712▼ $477,368
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,230,080$15,752,712▼ $477,368
Total Net Assets Fund Balance$16,230,080$15,752,712▼ $477,368
Total Liabilities and Net Assets / Fund Balance$16,230,080$15,752,712▼ $477,368

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$15,693,160--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Davor GrgicTrustee
Eric LeafTrustee
George Greene IvTrustee
Herbert V Kohler JrTrustee
Laura E KohlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$187,747
Other Revenue
$0
Change in Net Assets
$27,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,000
Other Expenses$3,995
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$156,000--$156,000
Fees for Services Accounting-$1,830-$1,830
Other Expenses-$618-$618
Fees for Services Legal-$233-$233
Total Functional Expenses$156,000$3,995$0$159,995
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Water MissionNorth Charleston, SC-Improving Water Quality, Sanitation or Sustainability$106,000
Uwm School of Freshwater SciencesMilwaukee, WI-Improving Water Quality, Sanitation or Sustainability$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Herb kohler is laura kohler's father.”

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

“The form 990 is reviewed by the trustees before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“Any activity of the trust that may encounter a conflict is reviewed with legal counsel.”

Form 990, Part VI, Section C, Line 19

“Forms are available upon request with nominal copying costs.”

Filing and Contact Details

Filer

Filer Name
Kohler Trust for Clean Water
EIN
32-6513655
Phone
9204581972
Address
725X WOODLAKE RD, KOHLER, WI 53044

Signing Officer

Name
Laura E Kohler
Title
Trustee
Phone
9204581972
Signed
2021-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura E Kohler
Formed
2018
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Baker Tilly US Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Raw XML Appendix351 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST HAS DESIGNATED THE CLASS OF SUPPORTED ORGANIZATIONS THAT HAVE AS THEIR CHARITABLE PURPOSES OF IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY OF WATER SUPPLY. THE TRUST AND TRUSTEES MAY AT ANY TIME SUBSTITUTE ONE SUPPORTED ORGANIZATION FOR ANOTHER, ADD NEW OR ADDITIONAL SUPPORTED ORGANIZATIONS, IN ACCORDANCE WITH TREASURY REGULATIONS SECTION 1.509(A)-4(D)(3), PROVIDED THAT THE TRUST QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE IRS ISSUED A DETERMINATION LETTER DATE SEPTEMBER 27, 2018 IDENTIFYING THE TRUST AS A TYPE II SUPPORTING ORGANIZATION UNDER IRC SECTION 509 (A) (3). CONSISTENT WITH THE TRUST AGREEMENT AND THE FACTS SET FORTH ON THE TRUST'S FORM 1023 APPLICATION, A MAJORITY OF THE TRUSTEES OF THE TRUST ARE OFFICERS, DIRECTORS, AND/OR SENIOR MANAGEMENT OF WATER MISSION, THE NATURE CONSERVANCY, AND THE UNIVERSITY OF WISCONSIN-MILWAUKEE, SCHOOL OF FRESHWATER SCIENCES, AS SPECIFIED IN THE ORIGINATING TRUST DOCUMENT.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WATER MISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE NATURE CONSERVANCY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2UNIVERSITY OF WISCONSIN-MILWAUKEE SCHOOL OF FRESHWATER SCIENCES
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1IMPROVING WATER QUALITY, SANITATION OR SUSTAINABILITY
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UWM SCHOOL OF FRESHWATER SCIENCES
IRS990ScheduleI/RecipientTable/RecipientEIN0571116978
IRS990ScheduleI/RecipientTable/RecipientEIN1391805963
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1600 E GREENFIELD AVE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HERB KOHLER IS LAURA KOHLER'S FATHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TRUSTEES BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY ACTIVITY OF THE TRUST THAT MAY ENCOUNTER A CONFLICT IS REVIEWED WITH LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS ARE AVAILABLE UPON REQUEST WITH NOMINAL COPYING COSTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,752,712
Liabilities
$0
Net assets
$15,752,712
Revenue
$187,747
Expenses
$159,995
Net income
$27,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$286$0.00$286$7.60$5.58$2.02
2024Detailed filing. Detailed filing data is available for this year.$284$0.00$284$288$3.96$284
2023Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.22$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$0.23$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.19$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.19$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$16.2$0.00$16.2