Liabilities / Assets
2nd percentile
Higher debt load relative to assets than 2% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
2nd percentile
Higher debt load relative to assets than 2% of similar nonprofits.
Liabilities / Revenue
3rd percentile
Higher debt load relative to revenue than 3% of similar nonprofits.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
3rd percentile
Higher top officer pay than 3% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Assets
Up$151,910,605
Up $32,458,935 (+27%) from 2017
Net Assets
Up$151,899,001
Up $32,463,132 (+27%) from 2017
Liabilities
Down$11,604
Down $4,197 (-27%) from 2017
Revenue
Up$13,032,140
Up $8,949,855 (+219%) from 2017
Expenses
Down$5,185,012
Down $10,249 (-0.2%) from 2017
Net Income
Up$7,847,128
Up $8,960,104 (+805%) from 2017
The purpose of the trust is to operate as a supporting organization within the meaning of section 509(a)(3) of the internal revenue code and to support conserve school corporation in its construction and administration of the school.
To provide financial support for the operation of the conserve school corporation
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $80,397,336 | $103,657,358 | ▲ $23,260,022 |
| Investments in Publicly Traded Securities | $32,699,123 | $35,982,918 | ▲ $3,283,795 |
| Cash and Non-Interest-Bearing Accounts | $5,234,189 | $10,737,682 | ▲ $5,503,493 |
| Land, Buildings, and Equipment, Net | $1,041,158 | $1,041,158 | → $0 |
| Prepaid Expenses and Deferred Charges | - | $447,405 | - |
| Total Assets | $119,451,670 | $151,910,605 | ▲ $32,458,935 |
| Other Assets Total | $79,864 | $44,084 | ▼ $35,780 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $15,801 | $11,604 | ▼ $4,197 |
| Total Liabilities | $15,801 | $11,604 | ▼ $4,197 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $119,435,869 | $151,899,001 | ▲ $32,463,132 |
| Total Net Assets Fund Balance | $119,435,869 | $151,899,001 | ▲ $32,463,132 |
| Total Liabilities and Net Assets / Fund Balance | $119,451,670 | $151,910,605 | ▲ $32,458,935 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $1,041,158 | - | $1,041,158 |
| Other Securities | $4,055,732 | - | - |
| Name | Title |
|---|---|
| Timothy D Hitchcock | Institutional Trustee |
| Stephen E Fuhrman | Managing Trustee |
| Hugh J Barger Iii | Trustee |
| Kevin G Powers | Trustee |
| Michael J Sullivan | Trustee |
| Ronald V Kazmar | Trustee |
| - | Accountant |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Jp Morgan | Banking And Investment | 10 S DEARBORN 44TH FLOOR, Chicago, IL 60603 | $221,122 |
| Schiff Hardin | Legal | 233 S WACKER DRIVE SUITE 6600, Chicago, IL 60606 | $182,101 |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $4,720,000 |
| Other Expenses | $465,012 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $4,720,000 | - | - | $4,720,000 |
| Fees for Services Legal | - | $180,025 | - | $180,025 |
| Fees for Service Investment Mgmnt Fees | - | $13,172 | - | $13,172 |
| Fees for Services Accounting | - | $12,700 | - | $12,700 |
| Other Expenses | - | $1,164 | - | $1,164 |
| Total Functional Expenses | $4,720,000 | $465,012 | $0 | $5,185,012 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $5,185,012 |
| Total Expenses per Audited Statements | $5,185,012 |
| Total Expenses per Form 990 | $5,185,012 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Conserve School Corporation | Land Olakes, WI | 501(c)(3) | Support Provided to the Conserve School Corporation | $4,720,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The trustees of the organization have a business relationship with each other due to the requirement of the organization's governing document, wherein the trustees of the organization must also be directors of central steel and wire company.”
“There are no committees that have authority to act on behalf of the governing body.”
“The form 990 is reviewed by a trustee in consultation with the trust's attorneys and accoutants prior to filing.”
“The board regularly and consistently monitors possible conflicts of interest by making such monitoring an integral part of the board's regular discussions about, and ongoing oversight of, the trust's administration and by involving each of its five members in the day to day operations of the trust and its activities.”
“The organization makes such documents available to the public upon request.”
“The trust has received notification that it qualifies as a tax-exempt organization under section 501(c)(3) of the u.s. Internal revenue code, and has been classified as a supporting organization under section 509(a)(3) to hold and maintain certain assets exclusively for the benefit of the corporation. Therefore, the trust is not subject to federal or state income taxes except for taxes pertaining to unrelated business income. No provision has been made for income taxes in the accompanying financial statements because the trust has had no significant unrelated business income. The trust had no uncertain tax positions for the years ended june 30, 2018 and 2017.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 15801 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 11604 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE FINANCIAL SUPPORT FOR THE OPERATION OF THE CONSERVE SCHOOL CORPORATION |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BRENDA PIETILA CONTROLLER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7155471337 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5400 NORTH BLACK OAK LAKE ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | LAND O LAKES |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54540 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 5234189 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 10737682 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 221122 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 1 | 182101 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 10 S DEARBORN 44TH FLOOR |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 1 | 233 S WACKER DRIVE SUITE 6600 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 1 | CHICAGO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 1 | IL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 60603 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 60606 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | JP MORGAN |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 1 | SCHIFF HARDIN |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | BANKING AND INVESTMENT |
| IRS990/ContractorCompensationGrp/ServicesDesc | 1 | LEGAL |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 4720000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 13032140 |
| IRS990/CYOtherExpensesAmt | 0 | 465012 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 7847128 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 5185012 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 13032140 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE SOLE PROGRAM SERVICE ADMINSTERED BY THE TRUST IS PROVIDING FUNDING TO ASSIST IN THE OPERATION OF THE CONSERVE SCHOOL CORPORATION IN LAND O'LAKES, WISCONSIN |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 4720000 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 12700 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 12700 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 180025 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 180025 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 13172 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 13172 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | JPMORGAN |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RONALD V KAZMAR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | STEPHEN E FUHRMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MICHAEL J SULLIVAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | KEVIN G POWERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | HUGH J BARGER III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | TIMOTHY D HITCHCOCK |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | MANAGING TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | INSTITUTIONAL TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ACCOUNTANT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1996 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 2025294 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 4720000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 4720000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 4720000 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 15436946 |
| IRS990/GrossReceiptsAmt | 0 | 26443792 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 11006846 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 11006846 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 80397336 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 103657358 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 32699123 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 35982918 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1041158 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1041158 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1041158 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 13411652 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE PURPOSE OF THE TRUST IS TO OPERATE AS A SUPPORTING ORGANIZATION WITHIN THE MEANING OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE AND TO SUPPORT CONSERVE SCHOOL CORPORATION IN ITS CONSTRUCTION AND ADMINISTRATION OF THE SCHOOL. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 119435869 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 151899001 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 2025294 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 2025294 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 24616004 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 79864 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 44084 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | REAL ESTATE TAXES |
| IRS990/OtherExpensesGrp/Desc | 2 | MISCELLANEOUS EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 222052 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 35899 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1164 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 222052 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 35899 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1164 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 447405 |
| IRS990/PrincipalOfficerNm | 0 | STEVE FUHRMAN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 4680000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 4082285 |
| IRS990/PYOtherExpensesAmt | 0 | 515261 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -1112976 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 5195261 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 4082285 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 7847128 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | CONSERVE SCHOOL TRUST (THE "TRUST") IS A SUPPORTING ORGANIZATION. THE TRUST SUPPORTS CONSERVE SCHOOL CORPORATION (THE "CORPORATION"). THE TRUST IS GOVERNED BY THE JAMES R. LOWENSTINE TRUST DATED AUGUST 17, 1981, AS RESTATED ON SEPTEMBER 19, 1995 (THE "TRUST DOCUMENT"). THE TRUST DOCUMENT SPECIFICALLY DIRECTS THE TRUSTEES OF THE TRUST TO ESTABLISH A SCHOOL. THE TRUST DOCUMENT FURTHER SPECIFICALLY PROVIDES THAT THE TRUSTEES OF THE TRUST MAY FORM A CORPORATION (TO BE NAMED AS THE TRUSTEES DETERMINE) TO OPERATE THE SCHOOL. THE TRUSTEES OF CONSERVE SCHOOL TRUST FORMED CONSERVE SCHOOL CORPORATION WHEN THEY ESTABLISHED THE CONSERVE SCHOOL IN ORDER TO OPERATE THE SCHOOL MORE EFFICIENTLY. THE TRUST DOCUMENT REQUIRES THAT THE INDIVIDUAL TRUSTEES OF THE TRUST CONTROL THE CORPORATION. THUS, THE MANAGEMENT AND CONTROL OF THE TRUST, AS THE SUPPORTING ORGANIZATION, IS AND HAS ALWAYS BEEN, VESTED IN THE SAME PERSONS WHO CONTROL AND MANAGE THE CORPORATION, AS THE SUPPORTED ORGANIZATION. IN ADDITION, AS SET FORTH IN THE CORPORATION'S BY-LAWS, THE PURPOSE OF THE CORPORATION IS AND HAS ALWAYS BEEN TO ESTABLISH AND OPERATE THE CONSERVE SCHOOL IN A MANNER THAT CARRIES OUT THE TERMS OF THE TRUST DOCUMENT. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION A, LINE 1: |
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| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
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| IRS990ScheduleD/FootnoteTextInd | 0 | X |
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| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 4055732 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | CENTRAL STEEL & WIRE STOCK |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | HEDGE FUND INVESTMENTS |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 24616004 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 13032140 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, AND HAS BEEN CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) TO HOLD AND MAINTAIN CERTAIN ASSETS EXCLUSIVELY FOR THE BENEFIT OF THE CORPORATION. THEREFORE, THE TRUST IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES EXCEPT FOR TAXES PERTAINING TO UNRELATED BUSINESS INCOME. NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS BECAUSE THE TRUST HAS HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE TRUST HAD NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. |
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| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 103657358 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 5185012 |
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| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 5185012 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 4720000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | SUPPORT PROVIDED TO THE CONSERVE SCHOOL CORPORATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | CONSERVE SCHOOL CORPORATION |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 364140938 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 5400 NORTH BLACK OAK LAKE ROAD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | LAND OLAKES |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 54540 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | EVERY MONTH THE TRUST RECEIVES MONTHLY FINANCIAL STATEMENTS FROM CONSERVE SCHOOL CORPORATION THAT PROVIDES A COMPREHENSIVE ACCOUNTING FOR THE USE OF THE FUNDS CONTRIBUTED BY THE TRUST. THE ACTUAL FUND EXPENDITURES ARE COMPARED TO A BUDGET WHICH IS APPROVED BY THE TRUST ON AN ANNUAL BASIS. THE FINANCIAL STATEMENTS OF CONSERVE SCHOOL CORPORATION ARE ALSO AUDITED BY AN INDEPENDENT AUDITING FIRM THAT PROVIDES ITS AUDIT REPORT TO THE TRUST. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
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| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUSTEES OF THE ORGANIZATION HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER DUE TO THE REQUIREMENT OF THE ORGANIZATION'S GOVERNING DOCUMENT, WHEREIN THE TRUSTEES OF THE ORGANIZATION MUST ALSO BE DIRECTORS OF CENTRAL STEEL AND WIRE COMPANY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FORM 990 IS REVIEWED BY A TRUSTEE IN CONSULTATION WITH THE TRUST'S ATTORNEYS AND ACCOUTANTS PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD REGULARLY AND CONSISTENTLY MONITORS POSSIBLE CONFLICTS OF INTEREST BY MAKING SUCH MONITORING AN INTEGRAL PART OF THE BOARD'S REGULAR DISCUSSIONS ABOUT, AND ONGOING OVERSIGHT OF, THE TRUST'S ADMINISTRATION AND BY INVOLVING EACH OF ITS FIVE MEMBERS IN THE DAY TO DAY OPERATIONS OF THE TRUST AND ITS ACTIVITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE ORGANIZATION MAKES SUCH DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
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| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 1 |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt | 1 | T |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | IL |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct | 0 | 0.64500 |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 0 | METAL SERVICE CENTER |
| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | MAINTAIN BURIAL PLOTS |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt | 1 | JAMES R LOWENSTINE CEMETERY TRUST |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd | 1 | 60632 |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | CONSERVE SCHOOL CORPORATION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 364140938 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | SCHOOL |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 5400 N BLACK OAK LAKE ROAD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | LAND OLAKES |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 54540 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
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| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
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| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
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| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | CONSERVE SCHOOL CORPORATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | B |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 151910605 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 119451670 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 151910605 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 465012 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 4720000 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 5185012 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 15801 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 11604 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 15801 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 11604 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 119435869 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 151899001 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.