Civic Intelligence

Ray C Maude E & Genevieve Lyons Scholarship Fund

990PF • Fiscal year 2017 • EIN 39-1363244

May 01, 2016 to Apr 30, 2017 • Filed on Sep 12, 2017

Organization Profile
345 East Grand AveBeloit, WI 53511

(608) 363-8115

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$7,220

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

4.7%

Faster asset growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

115%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$451,760

Up $20,317 (+4.7%) from 2016

Net Assets

Up

$451,760

Up $20,317 (+4.7%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$53,831

Up $28,828 (+115%) from 2016

Expenses

Up

$33,764

Up $2,351 (+7.5%) from 2016

Net Income

Up

$20,067

Up $26,477 (+413%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2012: $467,323Liabilities 2012: $02012Assets 2013: $456,878Liabilities 2013: $1Net Assets 2013: $456,8782013Assets 2014: $446,663Liabilities 2014: $1Net Assets 2014: $446,6632014Assets 2015: $437,851Liabilities 2015: $02015Assets 2016: $431,443Liabilities 2016: $1Net Assets 2016: $431,4432016Assets 2017: $451,760Liabilities 2017: $0Net Assets 2017: $451,7602017Assets 2018: $501,117Liabilities 2018: $0Net Assets 2018: $501,1172018Assets 2019: $481,578Liabilities 2019: $0Net Assets 2019: $481,5782019Assets 2020: $515,258Liabilities 2020: $1Net Assets 2020: $515,2582020Assets 2021: $535,498Liabilities 2021: $1Net Assets 2021: $535,4982021Assets 2022: $595,889Liabilities 2022: $1Net Assets 2022: $595,8892022Assets 2023: $564,960Liabilities 2023: $1Net Assets 2023: $564,9602023Assets 2024: $573,611Liabilities 2024: $1Net Assets 2024: $573,6112024Assets 2025: $582,621Liabilities 2025: $0Net Assets 2025: $582,6212025

Highlighted filing

2017

Assets$451,760
Liabilities$0
Net Assets$451,760
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50KRevenue 2012: $19,066Expenses 2012: $25,059Net Income 2012: -$5,9932012Revenue 2013: $15,590Expenses 2013: $26,416Net Income 2013: -$10,8262013Revenue 2014: $17,523Expenses 2014: $27,833Net Income 2014: -$10,3102014Revenue 2015: $24,464Expenses 2015: $33,277Net Income 2015: -$8,8132015Revenue 2016: $25,003Expenses 2016: $31,413Net Income 2016: -$6,4102016Revenue 2017: $53,831Expenses 2017: $33,764Net Income 2017: $20,0672017Revenue 2018: $82,653Expenses 2018: $34,041Net Income 2018: $48,6122018Revenue 2019: $14,018Expenses 2019: $33,559Net Income 2019: -$19,5412019Revenue 2020: $61,748Expenses 2020: $29,154Net Income 2020: $32,5942020Revenue 2021: $51,458Expenses 2021: $31,216Net Income 2021: $20,2422021Revenue 2022: $85,989Expenses 2022: $25,847Net Income 2022: $60,1422022Revenue 2023: $246Expenses 2023: $31,051Net Income 2023: -$30,8052023Revenue 2024: $41,337Expenses 2024: $35,013Net Income 2024: $6,3242024Revenue 2025: $44,301Expenses 2025: $35,292Net Income 2025: $9,0092025

Highlighted filing

2017

Revenue$53,831
Expenses$33,764
Net Income$20,067
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Sep 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,220-$7,220
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKatie FloryEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$1,000
Paid GrantAmber PickelEDUCATIONAL SCHOLARSHIP-Orfordville, WI, US$1,000
Paid GrantPeter SpeckmanEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$1,000
Paid GrantIsaac WelshEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$1,000
Paid GrantShelby HawkinsEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$1,000
Paid GrantKylie MoeEDUCATIONAL SCHOLARSHIP-Juda, WI, US$1,000
Paid GrantTaylor BluemelEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$1,000
Paid GrantAnn BeyerEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$1,000
Paid GrantSophia Flood-ElyafiEDUCATIONAL SCHOLARSHIP-Orfordville, WI, US$1,000
Paid GrantMackenzie CollinsEDUCATIONAL SCHOLARSHIP-Orfordville, WI, US$1,000
Paid GrantMarion OliverEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$1,000
Paid GrantNatalie BluemelEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantGarret NyhusEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantElizabeth ClarkEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantCheyenne BradyEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantKordell BrandeburgEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantDylan KublyEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantCameron NovyEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantJosh PickelEDUCATIONAL SCHOLARSHIP-Orfordville, WI, US$750
Paid GrantJake PickelEDUCATIONAL SCHOLARSHIP-Orfordville, WI, US$750
Paid GrantVanessa WeedenEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantBlake BoegliEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantCole SteubeEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$750
Paid GrantAlissa HantkeEDUCATIONAL SCHOLARSHIP-Orfordville, WI, US$750
Paid GrantMegan DravesEDUCATIONAL SCHOLARSHIP-Orfordville, WI, US$500
Paid GrantTiffany GriffinEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$500
Paid GrantNed SlocumEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$500
Paid GrantSavanna LambEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$500
Paid GrantCarl SemrowEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$500
Paid GrantRyan NoonanEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$500
Paid GrantEmily BeuschelEDUCATIONAL SCHOLARSHIP-Juda, WI, US$250
Paid GrantCourtney PryceEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$250
Paid GrantTyler FenwickEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$250
Paid GrantDavid McGuireEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$250
Paid GrantKallistin DeLormeEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$250
Paid GrantMakenzie PetersonEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$250
Paid GrantChristina MendozaEDUCATIONAL SCHOLARSHIP-Brodhead, WI, US$250
Filing and Contact Details

Filer

Filer Name
Ray C Maude E Genevieve Lyons Scholarship
EIN
39-1363244
Phone
6083638115
Address
345 EAST GRAND AVE, BELOIT, WI 53511

Signing Officer

Name
Fran D Sorenson
Title
Trustee
Phone
6083638115
Signed
2017-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Siepert & Company Llp
Address
1920 WEST HART RD, BELOIT, WI 53511
Preparer
Brian Barnhardt
Phone
6083652266
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt109759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt011531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt109759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt37079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt49565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt677175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt89851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1018759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1311532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1412773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0188. DJ WILSHIRE REIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1762.554 TEMPLETON GLOBAL BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21694.318 VANGUARD HIGH YIELD CORPORATE ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3509.649 DODGE & COX INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4977.97 BLACKROCK STRATEGIC INCOME OPPS INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5124. ISHARES BARCLAYS TIPS BONDS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6690. ISHARES BARCLAYS AGGREGATE BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7774.68 METROPOLITAN WEST TOTAL RETURN BOND I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8931.066 VANGUARD SHORT TERM BOND INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9145.858 HARBOR INTERNATIONAL INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10721.205 PRIMECAP ODYSSEY STK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11254.087 VANGUARD INTERM-TERM BOND INDEX-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1240. ISHARES S&P MIDCAP 400/BARRA GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1375. ISHARES S&P SM CAP 600/BARRA GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14633.245 DELAWARE VALUE FUND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15251.525 VANGUARD INTERM-TERM BOND INDEX-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt041751
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020067
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0250
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0451760
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0431443
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0451760
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028285
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028035
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028285
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028558
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0250
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0523
IRS990PF/DistributableAmountGrp/TotalTaxAmt0523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0523
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0599149
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0431443
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0451760
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt046696
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt088569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt087396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt037532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt037534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt084737
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0249491
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0200948
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0303686
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049884
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt051038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0431443
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0451760
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0599149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0431443
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0451760
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0431443
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0451760
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt047840
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt073671
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt072231
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0579849
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022781
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0557068
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08698
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028558
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0571151
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0579849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0First National Bank and Trust Compa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0ny
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0345 East Grand Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Beloit
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053511
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt025789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt026312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt028485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt025410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt022316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0571151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0561379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0588584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0570128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0543850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0538571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.225765
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031739
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032262
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0523
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032262
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0345 EAST GRAND AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELOIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053511
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$451,760
Liabilities
$0
Net assets
$451,760
Revenue
$53,831
Expenses
$33,764
Net income
$20,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.44$0.35$0.09
2024Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.41$0.35$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.00$0.31$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.86$0.26$0.60
2021Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.51$0.31$0.20
2020Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.62$0.29$0.33
2019Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.14$0.34$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.83$0.34$0.49
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.54$0.34$0.20
2016Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.25$0.31$0.06
2015Summary only. Only limited summary data is available for this year.$4.38$0.00$0.24$0.33$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.18$0.28$0.10
2013Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.16$0.26$0.11
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$0.19$0.25$0.06