Civic Intelligence

St. Joseph Cemetery Inc.

990 • Fiscal year 2017 • EIN 39-0824017

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 02, 2017

Organization ProfileSTJOSEPHCEMETERY.US
1528 N Ballard Rd Suite 2Appleton, WI 54911

(920) 733-1631

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.35x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

2.50x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2017

Net Margin

38th percentile

12%

Higher net margin than 38% of similar nonprofits.

2017 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2017 filings • 501(c)13 • $1M-$5M nonprofits • Source year 2017

Asset Growth

54th percentile

5.0%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)13 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,977,083

Up $142,381 (+5.0%) from 2016

Net Assets

Up

$1,934,597

Up $81,450 (+4.4%) from 2016

Liabilities

Up

$1,042,486

Up $60,931 (+6.2%) from 2016

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin38th percentile

Revenue

Up

$416,178

Up $74,372 (+22%) from 2016

Expenses

Up

$367,825

Up $17,626 (+5.0%) from 2016

Net Income

Up

$48,353

Up $56,746 (+676%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,433,598Liabilities 2011: $642,741Net Assets 2011: $1,790,8572011Assets 2012: $2,325,151Liabilities 2012: $677,357Net Assets 2012: $1,647,7942012Assets 2013: $2,518,392Liabilities 2013: $715,127Net Assets 2013: $1,803,2652013Assets 2014: $3,009,392Liabilities 2014: $1,008,403Net Assets 2014: $2,000,9892014Assets 2015: $2,912,983Liabilities 2015: $928,202Net Assets 2015: $1,984,7812015Assets 2016: $2,834,702Liabilities 2016: $981,555Net Assets 2016: $1,853,1472016Assets 2017: $2,977,083Liabilities 2017: $1,042,486Net Assets 2017: $1,934,5972017Assets 2018: $3,315,566Liabilities 2018: $1,339,557Net Assets 2018: $1,976,0092018Assets 2019: $3,206,100Liabilities 2019: $453,135Net Assets 2019: $2,752,9652019Assets 2020: $3,086,186Liabilities 2020: $460,917Net Assets 2020: $2,625,2692020Assets 2021: $3,615,221Liabilities 2021: $469,460Net Assets 2021: $3,145,7612021Assets 2022: $3,388,234Liabilities 2022: $511,555Net Assets 2022: $2,876,6792022Assets 2023: $3,536,834Liabilities 2023: $513,879Net Assets 2023: $3,022,9552023Assets 2024: $3,648,323Liabilities 2024: $532,445Net Assets 2024: $3,115,8782024

Highlighted filing

2017

Assets$2,977,083
Liabilities$1,042,486
Net Assets$1,934,597
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $225,5782011Expenses 2012: $268,1162012Expenses 2013: $275,2172013Revenue 2014: $501,605Expenses 2014: $304,681Net Income 2014: $196,9242014Revenue 2015: $600,872Expenses 2015: $327,027Net Income 2015: $273,8452015Revenue 2016: $341,806Expenses 2016: $350,199Net Income 2016: -$8,3932016Revenue 2017: $416,178Expenses 2017: $367,825Net Income 2017: $48,3532017Revenue 2018: $427,823Expenses 2018: $355,274Net Income 2018: $72,5492018Revenue 2019: $533,822Expenses 2019: $448,667Net Income 2019: $85,1552019Revenue 2020: $606,514Expenses 2020: $399,760Net Income 2020: $206,7542020Revenue 2021: $883,753Expenses 2021: $423,630Net Income 2021: $460,1232021Revenue 2022: $533,842Expenses 2022: $443,022Net Income 2022: $90,8202022Revenue 2023: $367,383Expenses 2023: $411,536Net Income 2023: -$44,1532023Revenue 2024: $556,740Expenses 2024: $463,817Net Income 2024: $92,9232024

Highlighted filing

2017

Revenue$416,178
Expenses$367,825
Net Income$48,353
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 2, 2017
Return Version
2016v3.1
Gross Receipts
$567,806
Mission and Program Overview

Mission

Operating, managing and maintaining a catholic cemetery in accordance with and in support of the mission of the catholic diocese of green bay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,895,688$1,990,731▲ $95,043
Land, Buildings, and Equipment, Net$584,909$651,517▲ $66,608
Inventories for Sale or Use$330,112$310,395▼ $19,717
Savings and Temporary Cash Investments$15,194$19,237▲ $4,043
Accounts Receivable$8,799$5,203▼ $3,596
Total Assets$2,834,702$2,977,083▲ $142,381
Liabilities
Other Liabilities$833,875$872,075▲ $38,200
Deferred Revenue$73,800$103,600▲ $29,800
Mortgage Notes Payable Secured by Investment Property$73,880$65,116▼ $8,764
Accounts Payable and Accrued Expenses-$1,695-
Total Liabilities$981,555$1,042,486▲ $60,931
Net Assets / Fund Balance
Unrestricted Net Assets$1,853,147$1,934,597▲ $81,450
Total Net Assets Fund Balance$1,853,147$1,934,597▲ $81,450
Total Liabilities and Net Assets / Fund Balance$2,834,702$2,977,083▲ $142,381

Asset Categories

AssetBook ValueDepreciationBasis
Land$417,665-$417,665
Leasehold Improvements$157,743$105,598$263,341
Equipment$33,999$104,562$138,561
Buildings$37,125$15,813$52,938
Other Land Buildings$4,985$14,427$19,412
Other Securities$1,990,731--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$836,122$39,570▲ $119,672$70,000$919,062
2016$809,716$45,960▼ $14,258-$836,122
2015$886,200$49,470▲ $36,153$156,940$809,716
2014$723,022$44,220▲ $124,769-$886,200
2013$742,973$25,516▲ $120,168$160,000$723,022
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Frank GrohPresident
Charles SpoehrDirector
John P ReillyDirector
Lawrence W AblerDirector
Rose BueggemanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$169,536
Investment Income
$207,886
Other Revenue
$38,756
Change in Net Assets
$48,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$198,428
Salaries, Compensation, and Employee Benefits$169,397
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,085$80,566-$148,651
Insurance$29,920$19,146-$49,066
Depreciation Depletion$19,244$1,144-$20,388
Advertising-$16,846-$16,846
Fees for Service Investment Mgmnt Fees-$12,709-$12,709
All Other Expenses$5,809$5,961-$11,770
Other Expenses$11,399--$11,399
Payroll Taxes$5,189$6,163-$11,352
Pension Plan Contributions$4,303$5,091-$9,394
Occupancy-$4,904-$4,904
Fees for Services Accounting-$4,795-$4,795
Conferences and Meetings-$3,701-$3,701
Office Expenses-$2,985-$2,985
Interest-$1,429-$1,429
Total Functional Expenses$202,385$165,440$0$367,825
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Endowed Care Fund$847,071
Deferred Compensation$25,004
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
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, Page 6, Part VI, Line 11B

“Opy of 990, excluding schedule b due to confidentiality, distributed electronically to all board members prior to signatures and filing.”

Form 990, Page 6, Part VI, Line 15A

“Compensation shall be recommended by the board of directors and shall incl ude a review and approval by board of directors, comparability data, and c ontemporaneous substantiation of the deliberation and decision.”

Form 990, Page 6, Part VI, Line 19

“Documents may be requested at the business office”

Filing and Contact Details

Filer

Filer Name
St Joseph Cemetery Inc
EIN
39-0824017
Phone
9207331631
Address
1528 N BALLARD RD SUITE 2, APPLETON, WI 54911

Signing Officer

Name
Frank Groh
Title
President
Phone
9207331631
Signed
2017-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Groh
Formed
2008
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
6

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Lee Stumpf
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Purchases were recorded. Burial information was provided to families, funeral directors and genealogist as requested.”

Raw XML Appendix394 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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IRS990/Desc0SEE SCHEDULE O - FUNERALS WERE HELD AT THE CEMETERY CONSISTING OF BURIALS AND ENTOMBMENTS. THE OPENING AND CLOSING OF THE GRAVES, CRYPTS AND NICHES WERE PROVIDED BY THE CEMETERY STAFF.THE CEMETERY GROUNDS, APPROXIMATELY 27 ACRES, WERE MOWED AND MAINTAINED. TREES WERE TRIMMED AND LEAVES IN THE FALL WERE REMOVED. FLOWERS WERE PLANTED IN THE SPRING AND WATERED AND MAINTAINED THROUGHOUT THE YEAR.FOUNDATIONS FOR MARKERS WERE INSTALLED AND FLUSH MARKERS WERE LEVELED. FERTILIZER WAS APPLIED TO CONTROL WEEDS AND PROMOTE NEW GROWTH IN NEWLY DEVELOPED AREAS. CEMETERY EQUIPMENT WAS CLEANED AND SERVICED. THE ROADS WERE PLOWED IN THE WINTER. THE MAINTENANCE BUILDING AND CHAPEL WERE MAINTAINED. VASES WERE INSTALLED WHEN REQUESTED. CEMETERY LOTS WERE LAID OUT AND SOLD. CEMETERY RECORDS FOR BURIALS AND LOT PURCHASES WERE RECORDED. BURIAL INFORMATION WAS PROVIDED TO FAMILIES, FUNERAL DIRECTORS AND GENEALOGIST AS REQUESTED.
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt048353
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0723
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015194
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019237
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.08000
IRS990ScheduleD/BuildingsGrp/BookValueAmt037125
IRS990ScheduleD/BuildingsGrp/DepreciationAmt015813
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt052938
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06302
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0836122
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt039570
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0919062
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0119672
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt070000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0809716
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt045960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0836122
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14258
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05167
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0886200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt049470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0809716
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0156940
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05811
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0723022
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt044220
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0886200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124769
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0742973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt025516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0723022
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0120168
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0160000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt033999
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0104562
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0138561
IRS990ScheduleD/LandGrp/BookValueAmt0417665
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0417665
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0157743
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0105598
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0263341
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04985
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014427
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019412
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0847071
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125004
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ENDOWED CARE FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01990731
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON TRUST FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.92000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0651517
IRS990ScheduleD/TotalBookValueSecuritiesAmt01990731
IRS990ScheduleD/TotalLiabilityAmt0872075
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PURCHASES WERE RECORDED. BURIAL INFORMATION WAS PROVIDED TO FAMILIES, FUNERAL DIRECTORS AND GENEALOGIST AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPY OF 990, EXCLUDING SCHEDULE B DUE TO CONFIDENTIALITY, DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO SIGNATURES AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION SHALL BE RECOMMENDED BY THE BOARD OF DIRECTORS AND SHALL INCL UDE A REVIEW AND APPROVAL BY BOARD OF DIRECTORS, COMPARABILITY DATA, AND C ONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS MAY BE REQUESTED AT THE BUSINESS OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02834702
IRS990/TotalAssetsEOYAmt02977083
IRS990/TotalAssetsGrp/BOYAmt02834702
IRS990/TotalAssetsGrp/EOYAmt02977083
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165440
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0202385
IRS990/TotalFunctionalExpensesGrp/TotalAmt0367825
IRS990/TotalGrossUBIAmt0723
IRS990/TotalLiabilitiesBOYAmt0981555
IRS990/TotalLiabilitiesEOYAmt01042486
IRS990/TotalLiabilitiesGrp/BOYAmt0981555
IRS990/TotalLiabilitiesGrp/EOYAmt01042486
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01853147
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01934597
IRS990/TotalProgramServiceExpensesAmt0202385
IRS990/TotalProgramServiceRevenueAmt0169536
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0415455
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0416178
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0723
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02834702
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02977083
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01853147
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01934597
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01700 W HIGHLAND AVE
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054914
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0STJOSEPHCEMETERY.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK GROH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207331631
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPH CEMETERY INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0390824017
ReturnHeader/Filer/PhoneNum09207331631
ReturnHeader/Filer/USAddress/AddressLine1Txt01528 N BALLARD RD SUITE 2
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054911
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B64583BAFCFAFCC47D4BBFEFC39E774439F2650D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A8DC8701ABBE9827AF396BEC5F8832E3132FF756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02018-03-06T09:24:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,977,083
Liabilities
$1,042,486
Net assets
$1,934,597
Revenue
$416,178
Expenses
$367,825
Net income
$48,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.53$3.12$0.56$0.46$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.51$3.02$0.37$0.41$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.51$2.88$0.53$0.44$0.09
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.62$0.47$3.15$0.88$0.42$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.46$2.63$0.61$0.40$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.45$2.75$0.53$0.45$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$1.34$1.98$0.43$0.36$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.98$1.04$1.93$0.42$0.37$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.98$1.85$0.34$0.35$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.93$1.98$0.60$0.33$0.27
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.01$1.01$2.00$0.50$0.30$0.20
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.52$0.72$1.80$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.68$1.65$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.64$1.79$0.23