Civic Intelligence

Conserve School Trust Ea0296803

990 • Fiscal year 2020 • EIN 36-7151617

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization ProfileN/A
5400 N Black Oak Lake RoadLand Olakes, WI 54540

(574) 360-4473

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

2nd percentile

0.00x

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

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

4th percentile

-61%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

30th percentile

0.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2020

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$153,407,538

Up $1,496,933 (+1.0%) from 2018

Net Assets

Up

$153,407,538

Up $1,508,537 (+1.0%) from 2018

Liabilities

Down

$0

Down $11,604 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin4th percentile

Revenue

Down

$5,951,262

Down $7,080,878 (-54%) from 2018

Expenses

Up

$9,578,040

Up $4,393,028 (+85%) from 2018

Net Income

Down

-$3,626,778

Down $11,473,906 (-146%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200M$150M$100M$50M$0Assets 2012: $163,290,096Liabilities 2012: $10,707Net Assets 2012: $163,279,3892012Assets 2013: $156,291,844Liabilities 2013: $6,083Net Assets 2013: $156,285,7612013Assets 2014: $167,504,846Liabilities 2014: $19,503Net Assets 2014: $167,485,3432014Assets 2015: $140,011,920Liabilities 2015: $10,353Net Assets 2015: $140,001,5672015Assets 2016: $121,779,340Liabilities 2016: $25,538Net Assets 2016: $121,753,8022016Assets 2017: $119,451,670Liabilities 2017: $15,801Net Assets 2017: $119,435,8692017Assets 2018: $151,910,605Liabilities 2018: $11,604Net Assets 2018: $151,899,0012018Assets 2020: $153,407,538Liabilities 2020: $0Net Assets 2020: $153,407,5382020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$153,407,538
Liabilities$0
Net Assets$153,407,538
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $4,771,0962012Expenses 2013: $4,961,1632013Revenue 2014: $6,423,382Expenses 2014: $4,861,923Net Income 2014: $1,561,4592014Revenue 2015: $3,504,883Expenses 2015: $5,277,710Net Income 2015: -$1,772,8272015Revenue 2016: $2,479,274Expenses 2016: $5,158,624Net Income 2016: -$2,679,3502016Revenue 2017: $4,082,285Expenses 2017: $5,195,261Net Income 2017: -$1,112,9762017Revenue 2018: $13,032,140Expenses 2018: $5,185,012Net Income 2018: $7,847,1282018Revenue 2020: $5,951,262Expenses 2020: $9,578,040Net Income 2020: -$3,626,7782020Revenue 2021: $156,505Expenses 2021: $3,007,099Net Income 2021: -$2,850,5942021

Highlighted filing

2020

Revenue$5,951,262
Expenses$9,578,040
Net Income-$3,626,778
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.0
Gross Receipts
$136,009,513
Mission and Program Overview

Mission

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.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,391,259$75,132,223▲ $71,740,964
Investments in Publicly Traded Securities$141,720,193$69,385,780▼ $72,334,413
Cash and Non-Interest-Bearing Accounts$11,300,747$7,848,377▼ $3,452,370
Land, Buildings, and Equipment, Net$1,041,158$1,041,158→ $0
Prepaid Expenses and Deferred Charges$378,967--
Total Assets$157,832,328$153,407,538▼ $4,424,790
Other Assets Total$4--
Liabilities
Accounts Payable and Accrued Expenses$167,295--
Total Liabilities$167,295$0▼ $167,295
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$157,665,033$153,407,538▼ $4,257,495
Total Net Assets Fund Balance$157,665,033$153,407,538▼ $4,257,495
Total Liabilities and Net Assets / Fund Balance$157,832,328$153,407,538▼ $4,424,790

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,041,158-$1,041,158
Other Securities$4,921,334--
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
James F Dicke IiCo-chair
John N BuxtonManaging Trustee and Co-chair
Barron RichterTrustee
James W SchachtTrustee
THOMAS O'NEILLTrustee
Thomas BakerTrustee
Thomas C Sullivan JrTrustee
Todd L ParchmanTrustee
William OsbornTrustee
--

Highest Paid Contractors

ContractorServicesLocationCompensation
Oliver WymanService CorporationPO BOX 3800-28, Boston, MA 02241$452,090
Tabet Divito Rothstein LLCLegal Services209 S LASALLE ST 7TH FLOOR, Chicago, IL 60604$134,858
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,951,262
Other Revenue
$0
Change in Net Assets
$-3,626,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,269,000
Other Expenses$2,309,040
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,269,000--$7,269,000
Other Expenses-$1,508,155-$1,508,155
Fees for Services Other-$452,090-$452,090
Fees for Services Legal-$295,925-$295,925
Fees for Services Accounting-$19,098-$19,098
Total Functional Expenses$7,269,000$2,309,040$0$9,578,040
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Conserve School CorporationLand Olakes, WI501(c)(3)Support Provided to the Conserve School Corporation$7,269,000
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
Backup withholding compliance
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no committees that have authority to act on behalf of the governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The form 990 is reviewed by a trustee in consultation with the trust's attorneys and accoutants prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“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 nine members in the day to day operations of the trust and its activities.”

Form 990, Page 6, Part VI, Line 19

“The organization makes such documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Conserve School Trust Ea0296803
EIN
36-7151617
Phone
5743604473
Address
5400 N BLACK OAK LAKE ROAD, LAND OLAKES, WI 54540

Signing Officer

Name
John N Buxton
Title
Managing Truste
Phone
5743604473
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John N Buxton
Formed
1996
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
9

Preparer

Firm
Deloitte Tax Llp
Address
180 EAST BROAD ST 14TH FLOOR, COLUMBUS, OH 43215-3611
Preparer
Kelly Neugebauer
Phone
6142211000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1:

“To provide financial support for the operation of the conserve school corporation.”

FORM 990, PART III, LINE 1:

“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.”

Explanation for Form 990, Part XI, Line 9

“COST BASIS ADJUSTMENT”

Raw XML AppendixShowing 400 of 791 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/ExplanationTxt0CONSERVE 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").
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3CONTROL 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/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$153,407,538
Liabilities
$0
Net assets
$153,407,538
Revenue
$5,951,262
Expenses
$9,578,040
Net income
-$3,626,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$3.01$2.85
2020Detailed filing. Detailed filing data is available for this year.$153$0.00$153$5.95$9.58$3.63
2018Detailed filing. Detailed filing data is available for this year.$152$0.01$152$13.0$5.19$7.85
2017Detailed filing. Detailed filing data is available for this year.$119$0.02$119$4.08$5.20$1.11
2016Detailed filing. Detailed filing data is available for this year.$122$0.03$122$2.48$5.16$2.68
2015Detailed filing. Detailed filing data is available for this year.$140$0.01$140$3.50$5.28$1.77
2014Detailed filing. Detailed filing data is available for this year.$168$0.02$167$6.42$4.86$1.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$156$0.01$156$4.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$163$0.01$163$4.77