Civic Intelligence

Ray C Maude E & Genevieve Lyons Scholarship Fund

990PF • Fiscal year 2018 • EIN 39-1363244

May 01, 2017 to Apr 30, 2018 • Filed on Sep 12, 2018

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$7,582

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$501,117

Up $49,357 (+11%) from 2017

Net Assets

Up

$501,117

Up $49,357 (+11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$82,653

Up $28,822 (+54%) from 2017

Expenses

Up

$34,041

Up $277 (+0.8%) from 2017

Net Income

Up

$48,612

Up $28,545 (+142%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$501,117
Liabilities$0
Net Assets$501,117

Operations Trend

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

2018

Revenue$82,653
Expenses$34,041
Net Income$48,612
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 12, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$7,582-$7,582
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
2018-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Siepert & Company Llp
Address
1920 WEST HART RD, BELOIT, WI 53511
Preparer
Brian Barnhardt
Phone
6083652266
Raw XML AppendixShowing 400 of 765 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt715658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt843305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1018049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt184032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0125. WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1148. BANK OF AMERICA CORP.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc286. GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc328. NORFOLK SOUTHERN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425. EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51091.987 COHEN & STEERS REAL ESTATE SECURITIES-Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc630. CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc775.945 DODGE & COX STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200. ISHARES S&P MIDCAP 400/BARRA GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9376. ISHARES MSCI EAFE GROWTH INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10398.076 MFS INTERNATIONAL VALUE-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11375. WISDOMTREE U.S. SMALLCAP DIVIDEND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1291. AT&T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1323. ABBVIE INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1432. PROCTER & GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15611.798 VANGUARD INTERM-TERM BOND INDEX-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1636.901 FIDELITY 500 INDEX-I CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1793.221 PRIMECAP ODYSSEY AGGRESSIVE GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18212.901 USAA NASDAQ 100 INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt072506
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt048612
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0750
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0501120
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0451758
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0501117
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029099
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029099
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029099
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029906
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0807
IRS990PF/DistributableAmountGrp/TotalTaxAmt0807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0605969
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0451758
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0501117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt088569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt087679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt085136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt037532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt073365
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0200948
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0296586
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0354078
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt051038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt023506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt023506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0451758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0501117
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0605969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0451758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0501117
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0451758
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0501117
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt073671
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt070853
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt069884
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0607237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0580123
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09109
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029906
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0598128
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0607237
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/CompensationAmt07582
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/AdjNetVlNoncharitableAssetsAmt028698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt029505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt031739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt026997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt025410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt023534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0598128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0571151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0561379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0588584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0570128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0543850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239899
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031310
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032117
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0807
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032117
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/TransactionsFailToQlfyAsExcInd0false
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

Document Assets

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Filings

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
Peer Organizations

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