Civic Intelligence

Stanley Zebro Foundation Wisconsin Valley Trust Co Ttees 500 Third St.

990PF • Fiscal year 2011 • EIN 39-1540935

Jan 01, 2011 to Dec 31, 2011 • Filed on May 02, 2012

Organization Profile
MI Trust CO PO Box 297753201
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

93rd percentile

$3,603

Higher top officer pay than 93% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

44th percentile

-2.6%

Faster asset growth than 44% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$274,063

Down $7,214 (-2.6%) from 2010

Net Assets

Down

$274,063

Down $7,214 (-2.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$20,118

Up $1,070 (+5.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2010: $281,277Liabilities 2010: $0Net Assets 2010: $281,2772010Assets 2011: $274,063Liabilities 2011: $0Net Assets 2011: $274,0632011Assets 2012: $274,926Liabilities 2012: $0Net Assets 2012: $274,9262012Assets 2013: $290,458Liabilities 2013: $1Net Assets 2013: $290,4582013Assets 2014: $300,189Liabilities 2014: $1Net Assets 2014: $300,1892014Assets 2015: $316,338Liabilities 2015: $1Net Assets 2015: $316,3382015Assets 2018: $349,883Liabilities 2018: $0Net Assets 2018: $349,8832018Assets 2019: $352,253Liabilities 2019: $1Net Assets 2019: $352,2532019Assets 2020: $347,150Liabilities 2020: $1Net Assets 2020: $347,1502020Assets 2021: $365,109Liabilities 2021: $1Net Assets 2021: $365,1092021Assets 2022: $345,894Liabilities 2022: $1Net Assets 2022: $345,8942022Assets 2023: $342,897Liabilities 2023: $1Net Assets 2023: $342,8972023Assets 2024: $348,837Liabilities 2024: $0Net Assets 2024: $348,8372024

Highlighted filing

2011

Assets$274,063
Liabilities$0
Net Assets$274,063
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2010: $19,0482010Expenses 2011: $20,1182011Expenses 2012: $19,2442012Revenue 2013: $35,138Expenses 2013: $19,687Net Income 2013: $15,4512013Revenue 2014: $30,648Expenses 2014: $21,026Net Income 2014: $9,6222014Revenue 2015: $34,594Expenses 2015: $18,254Net Income 2015: $16,3402015Revenue 2018: $25,214Expenses 2018: $14,951Net Income 2018: $10,2632018Revenue 2019: $23,610Expenses 2019: $21,409Net Income 2019: $2,2012019Revenue 2020: $16,191Expenses 2020: $21,998Net Income 2020: -$5,8072020Revenue 2021: $43,675Expenses 2021: $25,075Net Income 2021: $18,6002021Revenue 2022: $8,366Expenses 2022: $27,599Net Income 2022: -$19,2332022Revenue 2023: $20,577Expenses 2023: $23,621Net Income 2023: -$3,0442023Revenue 2024: $29,991Expenses 2024: $23,592Net Income 2024: $6,3992024

Highlighted filing

2011

Revenue-
Expenses$20,118
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 2, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,603-$3,603
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST PAUL CHURCH & SCHOOLGRANTN/AMOSINEE, WI, US$3,640
Paid GrantST MONICA COUNCILCHARITABLEN/AMOSINEE, WI, US$2,000
Paid Grant-GRANTN/AMOSINEE, WI, US$1,000
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid Grant-SCHOLARSHIPN/AMOSINEE, WI, US$800
Paid GrantMOSINEE SCHOOL DISTRICTEDUCATIONALN/AMOSINEE, WI, US$600
Paid GrantJUNIOR ACHIEVEMENTCHARITABLEN/AWAUSAU, WI, US$600
Paid GrantHALDER COMMUNITY CLUBCHARITABLEN/AMOSINEE, WI, US$500
Filing and Contact Details

Filer

EIN
39-1540935
Raw XML AppendixShowing 400 of 703 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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GeneralExplanationAttachment/GeneralExplanation/Explanation0THE FOUNDATION WILL DISTRIBUTE ANNUAL SCHOLARSHIP GRANTS TO GRADUATES OF MOSINEE HIGH SCHOOL. IN ADDITION, THE FOUNDATION WILL MAKE AN ANNUAL GRANT TO A LOCAL CATHOLIC GRADE SCHOOL FOR LIBRARY BOOKS, EDUCATIONAL EQUIPMENT OR OTHER NEEDS DETERMINED BY THE GOVERNING BODY OF THE CHURCH CONGREGATION. FINALLY, THE FOUNDATION WILL AWARD GRANTS TO MUNICIPALITIES IN THE MOSINEE, WISCONSIN AREA, MEMBERS OF THE GENERAL PUBLIC AND CIVIC ORGANIZATIONS FOR PURPOSES OF PROVIDING EQUIPMENT FOR YOUTH ACTIVITIES AND PERSONS SUFFERING FROM PHYSICAL DISABILITIES, EMERGENCY MEDICAL CARE, FOOD AND SHELTER FOR PERSONS SUFFERING CATASTROPHIC ILLNESSES OR FROM THE EFFECTS OF PHYSICAL DISASTERS SUCH AS FIRES AND STORMS, EQUIPMENT AND IMPROVEMENTS FOR PUBLIC PARKS AND RECREATIONAL FACILITIES, AND OTHER WORTHWHILE COMMUNITY PROJECTS.
GeneralExplanationAttachment/GeneralExplanation/Identifier0PART 15, LINE 1D
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue035663
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6553.110 SHS FEDERATED INSTITUTIONAL BOND FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-04-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72006-01-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-11-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-05-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1152.275 SHS BMO SMALL-CAP GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset295.443 SHS BMO MID-CAP GROWTH FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1012.501 SHS VANGUARD 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1111.665 SHS VANGUARD 500 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1263.905 WESTPORT FDS SMALL CAP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13LONG TERM CAP GAIN DIV
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis110
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis130
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-6953
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0261
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0274324
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0281277
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0274063
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted016064
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj016064
IRS990PF/DistributableAmount/DistributableAmountBeforeDed016064
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0189
IRS990PF/DistributableAmount/TotalTax0189
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0181
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0189
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0189

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,063
Liabilities
$0
Net assets
$274,063
Revenue
-
Expenses
$20,118
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.30$0.24$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.21$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.08$0.28$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.44$0.25$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.16$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.24$0.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.25$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.35$0.18$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.31$0.21$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.35$0.20$0.15
2012Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.19