Civic Intelligence

William a Linton Charitable Foundation Inc.

990EZ • Fiscal year 2020 • EIN 35-2602257

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

Organization ProfileN/A
2800 Woods Hollow RoadMadison, WI 53711

(608) 443-3515

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-775%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-56%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$17,048

Down $31 (-0.2%) from 2019

Net Assets

Down

$17,048

Down $31 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin2nd percentile

Revenue

Down

$4

Down $5 (-56%) from 2019

Expenses

Down

$35

Down $960 (-96%) from 2019

Net Income

Up

-$31

Up $955 (+97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30K$20K$10K$0Assets 2017: $20,001Liabilities 2017: $0Net Assets 2017: $20,0012017Assets 2018: $18,065Liabilities 2018: $0Net Assets 2018: $18,0652018Assets 2019: $17,079Liabilities 2019: $0Net Assets 2019: $17,0792019Assets 2020: $17,048Liabilities 2020: $0Net Assets 2020: $17,0482020Assets 2021: $16,063Liabilities 2021: $0Net Assets 2021: $16,0632021Assets 2022: $3,554Liabilities 2022: $0Net Assets 2022: $3,5542022Assets 2023: $2,281Liabilities 2023: $0Net Assets 2023: $2,2812023Assets 2024: $5,017Liabilities 2024: $0Net Assets 2024: $5,0172024

Highlighted filing

2020

Assets$17,048
Liabilities$0
Net Assets$17,048
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$60K$40K$20K$0-$20KRevenue 2017: $20,001Expenses 2017: $0Net Income 2017: $20,0012017Revenue 2018: $8Expenses 2018: $1,944Net Income 2018: -$1,9362018Revenue 2019: $9Expenses 2019: $995Net Income 2019: -$9862019Revenue 2020: $4Expenses 2020: $35Net Income 2020: -$312020Revenue 2021: $1Expenses 2021: $986Net Income 2021: -$9852021Revenue 2022: $30,003Expenses 2022: $42,512Net Income 2022: -$12,5092022Revenue 2023: $4Expenses 2023: $1,277Net Income 2023: -$1,2732023Revenue 2024: $4,154Expenses 2024: $1,418Net Income 2024: $2,7362024

Highlighted filing

2020

Revenue$4
Expenses$35
Net Income-$31
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$4
Mission and Program Overview

Mission

To apply its income or property, or both, exclusively for scientific, charitable, or educational purposes and to engage in such other activities which are exclusively in futherance of these purposes within the meaning of section 501(c)(3) of the internal revenue code and to support the usona institute, inc or such other organizations that are primarily engaged in "medical research and that are closely related in purpose or function to usona institute, inc.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE USONA INSTITUTE, INC AND OTHER ORGANIZATIONS THAT ARE PRIMARILY ENGAGED IN MEDICAL RESEARCH.$0$35
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAREY TURNBULLDirector-$0--
RICHARD LANGEEmeritus Director-$0--
WILLIAM A LINTONDirector, Chair, President-$0--
CRAIG CHRISTIANSONDirector And Treasurer-$0--
ROBERT JESSEDirector And Secretary-$0--
Filing and Contact Details

Filer

Filer Name
William a Linton Charitable Foundation
EIN
35-2602257
Phone
6084433515
Address
2800 WOODS HOLLOW ROAD, MADISON, WI 53711

Signing Officer

Name
William a Linton
Title
President
Phone
6084433515
Signed
2021-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 25. Description: other expenses. Amount: 10. Total to form 990-ez, line 16: 35.”

Raw XML Appendix159 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAREY TURNBULL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD LANGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM A LINTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT JESSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EMERITUS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR, CHAIR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR AND TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR AND SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO APPLY ITS INCOME OR PROPERTY, OR BOTH, EXCLUSIVELY FOR SCIENTIFIC, CHARITABLE, OR EDUCATIONAL PURPOSES AND TO ENGAGE IN SUCH OTHER ACTIVITIES WHICH ARE EXCLUSIVELY IN FUTHERANCE OF THESE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TO SUPPORT THE USONA INSTITUTE, INC OR SUCH OTHER ORGANIZATIONS THAT ARE PRIMARILY ENGAGED IN "MEDICAL RESEARCH AND THAT ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO USONA INSTITUTE, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE USONA INSTITUTE, INC AND OTHER ORGANIZATIONS THAT ARE PRIMARILY ENGAGED IN MEDICAL RESEARCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt04
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035
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IRS990EZ/TotalRevenueAmt04
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/Filer/PhoneNum06084433515
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ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-06
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ReturnHeader/ReturnTs02021-10-07T15:29:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,048
Liabilities
$0
Net assets
$17,048
Revenue
$4
Expenses
$35
Net income
-$31
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$4.15$1.42$2.74
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.00$1.28$1.27
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$30.0$42.5$12.5
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.00$0.99$0.99
2020Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.00$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.01$1.00$0.99
2018Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.01$1.94$1.94
2017Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$20.0$0.00$20.0