Civic Intelligence

The Jko Foundation Charitable Trust C/O Mr & Mrs Kenneth Ozinga

990PF • Fiscal year 2014 • EIN 36-7293190

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 22, 2015

Organization Profile
PO Box 1147Minocqua, WI 54548-1147

(715) 356-7506

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-4395%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-7.7%

Faster asset growth than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1427%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$88,249

Down $7,384 (-7.7%) from 2013

Net Assets

Down

$88,249

Down $7,384 (-7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$168

Up $157 (+1427%) from 2013

Expenses

Down

$7,552

Down $5,563 (-42%) from 2013

Net Income

Up

-$7,384

Up $5,720 (+44%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$200K$150K$100K$50K$0Assets 2010: $180,769Liabilities 2010: $0Net Assets 2010: $180,7692010Assets 2011: $117,628Liabilities 2011: $0Net Assets 2011: $117,6282011Assets 2012: $108,737Liabilities 2012: $0Net Assets 2012: $108,7372012Assets 2013: $95,633Liabilities 2013: $0Net Assets 2013: $95,6332013Assets 2014: $88,249Liabilities 2014: $0Net Assets 2014: $88,2492014Assets 2015: $88,405Liabilities 2015: $0Net Assets 2015: $88,4052015Assets 2016: $66,546Liabilities 2016: $0Net Assets 2016: $66,5462016Assets 2017: $42,011Liabilities 2017: $0Net Assets 2017: $42,0112017Assets 2018: $43,810Liabilities 2018: $0Net Assets 2018: $43,8102018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2014

Assets$88,249
Liabilities$0
Net Assets$88,249
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $16,0002010Expenses 2011: $82,1152011Expenses 2012: $8,9022012Revenue 2013: $11Expenses 2013: $13,115Net Income 2013: -$13,1042013Revenue 2014: $168Expenses 2014: $7,552Net Income 2014: -$7,3842014Revenue 2015: $1,640Expenses 2015: $1,484Net Income 2015: $1562015Revenue 2016: $101,694Expenses 2016: $123,553Net Income 2016: -$21,8592016Revenue 2017: $1,825Expenses 2017: $26,360Net Income 2017: -$24,5352017Revenue 2018: $31,614Expenses 2018: $29,815Net Income 2018: $1,7992018Revenue 2019: $2,725Expenses 2019: $46,535Net Income 2019: -$43,8102019

Highlighted filing

2014

Revenue$168
Expenses$7,552
Net Income-$7,384
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH J OZINGATrustee-$0--
JUDITH A OZINGATrustee-$0--
CHARLES J OZINGATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jko Foundation Charitable Trust
EIN
36-7293190
Phone
7153567506
Address
PO BOX 1147, MINOCQUA, WI 54548-1147

Signing Officer

Name
Kenneth Ozinga
Title
Officer
Phone
3607781289
Signed
2015-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
PO BOX 8010, WAUSAU, WI 54402-8010
Preparer
Duane Zaborowski CPA
Phone
7158453111
Raw XML Appendix315 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198227
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt04646
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06328
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012515
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt094729
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06328
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01651
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072881
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012515
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01354
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt094729
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093375
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EQUITY SECURITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FIXED INCOME SECURITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt015533
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt131605
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt015413
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt131554
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NORTHERN TRUST ACCOUNT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER DEDUCTIONS SUBJECT TO 2% LIMITATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH OZINGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03607781289
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JKO FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MR & MRS KENNETH OZINGA
ReturnHeader/Filer/BusinessNameControlTxt0JKOF
ReturnHeader/Filer/EIN0367293190
ReturnHeader/Filer/PhoneNum07153567506
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1147
ReturnHeader/Filer/USAddress/CityNm0MINOCQUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0545481147
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 8010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUSAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0544028010
ReturnHeader/PreparerPersonGrp/PhoneNum07158453111
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE ZABOROWSKI CPA
ReturnHeader/ReturnTs02015-06-25T10:42:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,249
Liabilities
$0
Net assets
$88,249
Revenue
$168
Expenses
$7,552
Net income
-$7,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.47$0.44
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.32$0.30$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.26$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.02$1.24$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.13$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.82
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.16