Civic Intelligence

Triniteam Inc.

990 • Fiscal year 2019 • EIN 39-1278008

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 07, 2020

Organization ProfileWWW.TRINITEAM.ORG

View Organization Page

306 S Barstow Ste 111Eau Claire, WI 54701

(715) 836-8106

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

78th percentile

$127,822

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

3.2%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,676,149

Up $3,047 (+0.1%) from 2018

Net Assets

Down

$2,663,199

Down $175 (-0.0%) from 2018

Liabilities

Up

$12,950

Up $3,222 (+33%) from 2018

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin15th percentile

Revenue

Up

$427,299

Up $13,107 (+3.2%) from 2018

Expenses

Down

$496,909

Down $23,061 (-4.4%) from 2018

Net Income

Up

-$69,610

Up $36,168 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,622,943Liabilities 2010: $9,583Net Assets 2010: $3,613,3602010Assets 2011: $3,595,216Liabilities 2011: $7,583Net Assets 2011: $3,587,6332011Assets 2012: $3,555,425Liabilities 2012: $12,521Net Assets 2012: $3,542,9042012Assets 2013: $3,477,447Liabilities 2013: $11,841Net Assets 2013: $3,465,6062013Assets 2014: $3,381,473Liabilities 2014: $16,632Net Assets 2014: $3,364,8412014Assets 2015: $3,234,938Liabilities 2015: $14,197Net Assets 2015: $3,220,7412015Assets 2016: $2,994,825Liabilities 2016: $12,998Net Assets 2016: $2,981,8272016Assets 2017: $2,852,166Liabilities 2017: $17,289Net Assets 2017: $2,834,8772017Assets 2018: $2,673,102Liabilities 2018: $9,728Net Assets 2018: $2,663,3742018Assets 2019: $2,676,149Liabilities 2019: $12,950Net Assets 2019: $2,663,1992019Assets 2020: $2,655,061Liabilities 2020: $11,631Net Assets 2020: $2,643,4302020Assets 2021: $2,677,511Liabilities 2021: $13,332Net Assets 2021: $2,664,1792021Assets 2022: $2,588,774Liabilities 2022: $9,045Net Assets 2022: $2,579,7292022Assets 2023: $2,748,073Liabilities 2023: $7,807Net Assets 2023: $2,740,2662023Assets 2024: $2,936,313Liabilities 2024: $13,021Net Assets 2024: $2,923,2922024

Highlighted filing

2019

Assets$2,676,149
Liabilities$12,950
Net Assets$2,663,199
Open 2019 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $768,0922010Revenue 2011: $840,310Expenses 2011: $866,037Net Income 2011: -$25,7272011Expenses 2012: $730,3332012Revenue 2013: $605,372Expenses 2013: $723,657Net Income 2013: -$118,2852013Revenue 2014: $616,403Expenses 2014: $733,423Net Income 2014: -$117,0202014Revenue 2015: $619,175Expenses 2015: $735,335Net Income 2015: -$116,1602015Revenue 2016: $221,358Expenses 2016: $483,090Net Income 2016: -$261,7322016Revenue 2017: $332,956Expenses 2017: $526,068Net Income 2017: -$193,1122017Revenue 2018: $414,192Expenses 2018: $519,970Net Income 2018: -$105,7782018Revenue 2019: $427,299Expenses 2019: $496,909Net Income 2019: -$69,6102019Revenue 2020: $428,845Expenses 2020: $493,904Net Income 2020: -$65,0592020Revenue 2021: $447,195Expenses 2021: $460,691Net Income 2021: -$13,4962021Revenue 2022: $414,443Expenses 2022: $407,657Net Income 2022: $6,7862022Revenue 2023: $439,258Expenses 2023: $367,438Net Income 2023: $71,8202023Revenue 2024: $442,089Expenses 2024: $312,441Net Income 2024: $129,6482024

Highlighted filing

2019

Revenue$427,299
Expenses$496,909
Net Income-$69,610
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 7, 2020
Return Version
2019v5.1
Gross Receipts
$594,499
Mission and Program Overview

Mission

Triniteam inc. Is a not-for profit social service organization. Its mission is "to help people improve their quality of life and reach their full potential" with a particular focus on meeting needs that would otherwise be unmet, serving those who are part of an "underserved population", and serving those who might otherwise be isolated.

To help people improve their quality of life and reach their full potential

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,377,513$1,253,482▼ $124,031
Investments in Publicly Traded Securities$685,596$794,156▲ $108,560
Land, Buildings, and Equipment, Net$529,757$517,473▼ $12,284
Accounts Receivable$53,428$63,971▲ $10,543
Cash and Non-Interest-Bearing Accounts$4,413$29,060▲ $24,647
Prepaid Expenses and Deferred Charges$22,395$18,007▼ $4,388
Total Assets$2,673,102$2,676,149▲ $3,047
Liabilities
Accounts Payable and Accrued Expenses$9,728$12,950▲ $3,222
Total Liabilities$9,728$12,950▲ $3,222
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,663,374$2,663,199▼ $175
Total Net Assets Fund Balance$2,663,374$2,663,199▼ $175
Total Liabilities and Net Assets / Fund Balance$2,673,102$2,676,149▲ $3,047

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$392,772$88,344$481,116
Land$124,701-$124,701
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert PeitzmanExecutive DirectorFT$121,175$6,647$127,822

Board Members and Trustees

NameTitle
Jack HalbleibPresident
Steve MickelsonVice President
Kelvin RueschDirector
Ryan MoertelDirector
Roger RipplingerSecretary
Terri HernandezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$387,104
Program Service Revenue
$0
Investment Income
$40,170
Other Revenue
$25
All Other Contributions
$2,405
Change in Net Assets
$-69,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$337,601
Other Expenses$159,308
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$167,382$10,179-$177,561
Current Officers, Directors, Trustees, and Key Employees$120,494$7,328-$127,822
Occupancy$51,097$334-$51,431
Payroll Taxes$25,352$1,336-$26,688
Insurance$14,083$361-$14,444
Office Expenses$13,753$353-$14,106
Depreciation Depletion$12,284--$12,284
Fees for Services Accounting$5,679$146-$5,825
Pension Plan Contributions$5,119$411-$5,530
Fees for Service Investment Mgmnt Fees-$2,966-$2,966
Other Expenses$2,957$127-$2,957
Conferences and Meetings$2,000$50-$2,050
Advertising$535$5-$540
Travel$38$1-$39
Total Functional Expenses$473,312$23,597$0$496,909
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
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, Part VI, Section B, Line 11B

“The return is sent to all board members for their review and approval. Any questions are addressed prior to the return being filed.”

Form 990, Part VI, Section B, Line 12C

“Board members disclose conflicts annually and the board president montiors that any members with conflicts abstain from voting on those matters. The conflict of interest policy is reviewed and updated as needed.”

Form 990, Part VI, Section B, Line 15A

“Board of directors approves executive director's compensation and benefits package and reviews comparability data to determine reasonableness of compensation.”

Form 990, Part VI, Section C, Line 19

“Required documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Triniteam Inc
EIN
39-1278008
Phone
7158368106
Address
306 S BARSTOW STE 111, EAU CLAIRE, WI 54701

Signing Officer

Name
Robert J Peitzman
Title
Executive Director
Phone
7158368106
Signed
2020-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert J Peitzman
Formed
1977
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
13
Volunteers
51

Preparer

Firm
Cliftonlarsonallen Llp
Address
3402 OAKWOOD MALL DRIVE STE 100, EAU CLAIRE, WI 54701
Preparer
Dawn Yarrington
Phone
7158521100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is a not-for-profit organization exempt from paying corporate federal income tax under section 501 (c)(3) of the internal revenue code. The organization is also exempt from wisconsin franchise or income taxes. The organization evaluated its tax positions and determined it has no uncertain tax positions as of december 31, 2019.”

Raw XML AppendixShowing 400 of 449 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09728
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012950
IRS990/AccountsReceivableGrp/BOYAmt053428
IRS990/AccountsReceivableGrp/EOYAmt063971
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HELP PEOPLE IMPROVE THEIR QUALITY OF LIFE AND REACH THEIR FULL POTENTIAL
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05
IRS990/AdvertisingGrp/ProgramServicesAmt0535
IRS990/AdvertisingGrp/TotalAmt0540
IRS990/AllOtherContributionsAmt02405
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT PEITZMAN
IRS990/BooksInCareOfDetail/PhoneNum07158368106
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0306 S BARSTOW ST STE 111
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAU CLAIRE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054701
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04413
IRS990/CashNonInterestBearingGrp/EOYAmt029060
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07328
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0120494
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0127822
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt050
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02000
IRS990/ConferencesMeetingsGrp/TotalAmt02050
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0387104
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt040170
IRS990/CYOtherExpensesAmt0159308
IRS990/CYOtherRevenueAmt025
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-69610
IRS990/CYSalariesCompEmpBnftPaidAmt0337601
IRS990/CYTotalExpensesAmt0496909
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0427299
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012284
IRS990/DepreciationDepletionGrp/TotalAmt012284
IRS990/Desc0TRANSITIONAL LIVING PROGRAMS FOR DEPARTMENT OF CORRECTIONS CLIENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0305376
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0146
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05679
IRS990/FeesForServicesAccountingGrp/TotalAmt05825
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02966
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02966
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt66647
IRS990/Form990PartVIISectionAGrp/PersonNm0JACK HALBLEIB
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE MICKELSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ROGER RIPPLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3TERRI HERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4KELVIN RUESCH
IRS990/Form990PartVIISectionAGrp/PersonNm5RYAN MOERTEL
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT PEITZMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6121175
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt012603
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0352099
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0179803
IRS990/GrossReceiptsAmt0594499
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0361
IRS990/InsuranceGrp/ProgramServicesAmt014083
IRS990/InsuranceGrp/TotalAmt014444
IRS990/InvestmentIncomeGrp/ExclusionAmt027567
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027567
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0685596
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0794156
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt088344
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0529757
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0517473
IRS990/LandBldgEquipCostOrOtherBssAmt0605817
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0167200
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRINITEAM INC. IS A NOT-FOR PROFIT SOCIAL SERVICE ORGANIZATION. ITS MISSION IS "TO HELP PEOPLE IMPROVE THEIR QUALITY OF LIFE AND REACH THEIR FULL POTENTIAL" WITH A PARTICULAR FOCUS ON MEETING NEEDS THAT WOULD OTHERWISE BE UNMET, SERVING THOSE WHO ARE PART OF AN "UNDERSERVED POPULATION", AND SERVING THOSE WHO MIGHT OTHERWISE BE ISOLATED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02663374
IRS990/NetAssetsOrFundBalancesEOYAmt02663199
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012603
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012603
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt069435
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02663374
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02663199
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0334
IRS990/OccupancyGrp/ProgramServicesAmt051097
IRS990/OccupancyGrp/TotalAmt051431
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0353
IRS990/OfficeExpensesGrp/ProgramServicesAmt013753
IRS990/OfficeExpensesGrp/TotalAmt014106
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0127
IRS990/OtherExpensesGrp/ProgramServicesAmt026243
IRS990/OtherExpensesGrp/ProgramServicesAmt126296
IRS990/OtherExpensesGrp/ProgramServicesAmt22957
IRS990/OtherExpensesGrp/TotalAmt026370
IRS990/OtherExpensesGrp/TotalAmt126296
IRS990/OtherExpensesGrp/TotalAmt22957
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025
IRS990/OtherRevenueTotalAmt025
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010179
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0167382
IRS990/OtherSalariesAndWagesGrp/TotalAmt0177561
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01336
IRS990/PayrollTaxesGrp/ProgramServicesAmt025352
IRS990/PayrollTaxesGrp/TotalAmt026688
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0411
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05119
IRS990/PensionPlanContributionsGrp/TotalAmt05530
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022395
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018007
IRS990/PrincipalOfficerNm0ROBERT J PEITZMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EXPENSES FOR PROPERTY TO BE USED AS COMMUNITY BASED RESIDENTIAL FACILITY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt071770
IRS990/ProgSrvcAccomActy3Grp/Desc0TREATMENT PROGRAM
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt054562
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CAREGIVERS PROGRAM AND OTHER SERVICES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt041604
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0376971
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt036838
IRS990/PYOtherExpensesAmt0167246
IRS990/PYOtherRevenueAmt0383
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-105778
IRS990/PYSalariesCompEmpBnftPaidAmt0352724
IRS990/PYTotalExpensesAmt0519970
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0414192
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-69610
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt032600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01377513
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01253482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0387104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0376971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0295970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0194561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0590725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01845331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt040170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033973
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023791
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0139685
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010739
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0383
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0408
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92940
IRS990ScheduleA/PublicSupportPY170Pct00.94140
IRS990ScheduleA/PublicSupportTotal170Amt01845331
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0387104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0376971
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0295970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0194561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0590725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01845331
IRS990ScheduleA/TotalSupportAmt01985424
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0392772
IRS990ScheduleD/BuildingsGrp/DepreciationAmt088344
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0481116
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0124701
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0124701
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM PAYING CORPORATE FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN FRANCHISE OR INCOME TAXES. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0517473
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. ANY QUESTIONS ARE ADDRESSED PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS DISCLOSE CONFLICTS ANNUALLY AND THE BOARD PRESIDENT MONTIORS THAT ANY MEMBERS WITH CONFLICTS ABSTAIN FROM VOTING ON THOSE MATTERS. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND UPDATED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS APPROVES EXECUTIVE DIRECTOR'S COMPENSATION AND BENEFITS PACKAGE AND REVIEWS COMPARABILITY DATA TO DETERMINE REASONABLENESS OF COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REQUIRED DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SISTER CLAIRE MARIE WICK FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391577314
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT TRINITEAM, INC.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12D, III-O
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0202 GRAHAM AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EAU CLAIRE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt032600
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH - FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SISTER CLAIRE MARIE WICK FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02673102
IRS990/TotalAssetsEOYAmt02676149
IRS990/TotalAssetsGrp/BOYAmt02673102
IRS990/TotalAssetsGrp/EOYAmt02676149
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0387104
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023597
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0473312
IRS990/TotalFunctionalExpensesGrp/TotalAmt0496909
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09728
IRS990/TotalLiabilitiesEOYAmt012950
IRS990/TotalLiabilitiesGrp/BOYAmt09728
IRS990/TotalLiabilitiesGrp/EOYAmt012950
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02663374
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02663199
IRS990/TotalOtherCompensationAmt06647
IRS990/TotalOtherProgSrvcExpenseAmt041604
IRS990/TotalProgramServiceExpensesAmt0473312
IRS990/TotalReportableCompFromOrgAmt0121175
IRS990/TotalRevenueGrp/ExclusionAmt040170
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0427299
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt051
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02673102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02676149
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,676,149
Liabilities
$12,950
Net assets
$2,663,199
Revenue
$427,299
Expenses
$496,909
Net income
-$69,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.01$2.92$0.44$0.31$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.01$2.74$0.44$0.37$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.01$2.58$0.41$0.41$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.01$2.66$0.45$0.46$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.01$2.64$0.43$0.49$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.68$0.01$2.66$0.43$0.50$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.01$2.66$0.41$0.52$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.02$2.83$0.33$0.53$0.19
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.01$2.98$0.22$0.48$0.26
2015Detailed filing. Detailed filing data is available for this year.$3.23$0.01$3.22$0.62$0.74$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.02$3.36$0.62$0.73$0.12
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.48$0.01$3.47$0.61$0.72$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.01$3.54$0.73
2011Summary only. Only limited summary data is available for this year.$3.60$0.01$3.59$0.84$0.87$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.01$3.61$0.77
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits