Civic Intelligence

Pleasant View Memorial Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-0965610

May 01, 2020 to Apr 30, 2021 • Filed on Sep 02, 2021

Organization Profile

View Organization Page

135 North Lake AvePhillips, WI 54555

(715) 339-3113

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

75th percentile

23%

Faster asset growth than 75% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$644,300

Up $119,970 (+23%) from 2020

Net Assets

$644,300

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin98th percentile

Revenue

Up

$127,607

Up $147,217 (+751%) from 2020

Expenses

Down

$7,637

Down $45,376 (-86%) from 2020

Net Income

Up

$119,970

Up $192,593 (+265%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $982,301Liabilities 2012: $0Net Assets 2012: $982,3012012Assets 2013: $1,019,489Liabilities 2013: $0Net Assets 2013: $1,019,4892013Assets 2014: $571,315Liabilities 2014: $0Net Assets 2014: $571,3152014Assets 2015: $592,670Liabilities 2015: $0Net Assets 2015: $592,6702015Assets 2016: $575,063Liabilities 2016: $0Net Assets 2016: $575,0632016Assets 2017: $575,799Liabilities 2017: $0Net Assets 2017: $575,7992017Assets 2018: $582,565Liabilities 2018: $0Net Assets 2018: $582,5652018Assets 2020: $524,330Liabilities 2020: $02020Assets 2021: $644,300Liabilities 2021: $1Net Assets 2021: $644,3002021Assets 2022: $590,944Liabilities 2022: $1Net Assets 2022: $590,9442022Assets 2023: $588,852Liabilities 2023: $1Net Assets 2023: $588,8522023Assets 2024: $631,552Liabilities 2024: $12024Assets 2025: $665,920Liabilities 2025: $0Net Assets 2025: $665,9202025

Highlighted filing

2021

Assets$644,300
Liabilities$1
Net Assets$644,300
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2012: $104,036Expenses 2012: $32,688Net Income 2012: $71,3482012Revenue 2013: $88,612Expenses 2013: $51,424Net Income 2013: $37,1882013Revenue 2014: $76,238Expenses 2014: $524,412Net Income 2014: -$448,1742014Revenue 2015: $26,082Expenses 2015: $4,727Net Income 2015: $21,3552015Revenue 2016: $21,104Expenses 2016: $38,710Net Income 2016: -$17,6062016Revenue 2017: $58,139Expenses 2017: $57,403Net Income 2017: $7362017Revenue 2018: $40,956Expenses 2018: $34,190Net Income 2018: $6,7662018Revenue 2020: -$19,610Expenses 2020: $53,013Net Income 2020: -$72,6232020Revenue 2021: $127,607Expenses 2021: $7,637Net Income 2021: $119,9702021Revenue 2022: $24,006Expenses 2022: $77,362Net Income 2022: -$53,3562022Revenue 2023: $5,801Expenses 2023: $7,893Net Income 2023: -$2,0922023Revenue 2024: $53,880Expenses 2024: $11,180Net Income 2024: $42,7002024Revenue 2025: $49,474Expenses 2025: $15,106Net Income 2025: $34,3682025

Highlighted filing

2021

Revenue$127,607
Expenses$7,637
Net Income$119,970
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Sep 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA HUGGARDPresident-$0--
RICHARD THOMASVice President-$0--
ALAN BARKSTROMTreasurer-$0--
WENDY ORYSENSecretary-$0--
DALE ONCHUCKReg Agent-$0--
Filing and Contact Details

Filer

Filer Name
Pleasant View Memorial Foundation Inc
EIN
39-0965610
Phone
7153393113
Address
135 NORTH LAKE AVE, PHILLIPS, WI 54555

Signing Officer

Name
Alan Barkstrom
Title
Treasurer
Phone
7153396516
Signed
2021-09-02
Discuss with paid preparer
No

Preparer

Firm
Mathison & Oswald CPAs
Address
174 N Avon Ave, Phillips, WI 54555
Preparer
Fredrick F Oswald
Phone
7153393091
Raw XML Appendix330 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0EARNINGS SAVED FOR BETTERMENT OF NURSING PATIENTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1EARNINGS SAVED FOR BETTERMENT OF NURSING PATIENTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2PORTFOLIO CONVERTED TO CASH FOR BETTERMENT OF PATIENTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALAN BARKSTROM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0W7577 COUNTY ROAD W
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHILLIPS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054555
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07153396516
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Aspirus Pleasant View Skilled Nursing Facility, Phillips WI 54555 provide for outpatient activities
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DEGROOT MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0174 N Avon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILLIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054555
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOARD PER DIEM FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SHARED ACTIVITIES FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WI DEPT OF FIN INST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt076232
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PATRONAGE DISTRIBUTINS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PORTFOLIO APPRECIATION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt017
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt176232
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13682
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BROKERAGE HOUSE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13682
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0145
TaxesSchedule/TaxesDetail/Amt0145
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY FYE 4/30/2020
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan Barkstrom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07153396516
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT VIEW MEMORIAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0390965610
ReturnHeader/Filer/PhoneNum07153393113
ReturnHeader/Filer/USAddress/AddressLine1Txt0135 NORTH LAKE AVE
ReturnHeader/Filer/USAddress/CityNm0PHILLIPS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mathison & Oswald CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0174 N Avon Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phillips
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054555
ReturnHeader/PreparerPersonGrp/PhoneNum07153393091
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Fredrick F Oswald
ReturnHeader/ReturnTs02021-09-02T12:58:12-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Barkstrom
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$644,300
Liabilities
$1
Net assets
$644,300
Revenue
$127,607
Expenses
$7,637
Net income
$119,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05$0.02$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.05$0.01$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.01$0.01$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.02$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.13$0.01$0.12
2020Summary only. Only limited summary data is available for this year.$0.52$0.00$0.02$0.05$0.07
2018Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.04$0.03$0.01
2017Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.06$0.06$0.00
2016Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.02$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.03$0.00$0.02
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.08$0.52$0.45
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.09$0.05$0.04
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.10$0.03$0.07