Civic Intelligence

T & O Foundation Inc

EIN 39-1615711 • Eau Claire, WI

Revoked

Profile

Revocation date: May 15, 2022

6101 North Shore DriveEau Claire, WI 54703
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-383%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2016

Asset Growth

17th percentile

-7.3%

Faster asset growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

3.0%

Faster revenue growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,522,547

Down $199,367 (-7.3%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Net Assets

Down

$2,522,547

Down $199,367 (-7.3%) from 2015

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Up

$52,032

Up $1,493 (+3.0%) from 2015

Expenses

Down

$251,399

Down $29,181 (-10%) from 2015

Net Income

Up

-$199,367

Up $30,674 (+13%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,646,018Liabilities 2011: $0Net Assets 2011: $3,646,0182011Assets 2012: $3,448,091Liabilities 2012: $0Net Assets 2012: $3,448,0912012Assets 2013: $3,247,064Liabilities 2013: $1Net Assets 2013: $3,247,0642013Assets 2014: $2,951,955Liabilities 2014: $1Net Assets 2014: $2,951,9552014Assets 2015: $2,721,914Liabilities 2015: $1Net Assets 2015: $2,721,9142015Assets 2016: $2,522,547Liabilities 2016: $0Net Assets 2016: $2,522,5472016

Highlighted filing

2016

Assets$2,522,547
Liabilities$0
Net Assets$2,522,547
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $299,4922011Expenses 2012: $305,6732012Revenue 2013: $111,153Expenses 2013: $312,180Net Income 2013: -$201,0272013Revenue 2014: $103,153Expenses 2014: $398,262Net Income 2014: -$295,1092014Revenue 2015: $50,539Expenses 2015: $280,580Net Income 2015: -$230,0412015Revenue 2016: $52,032Expenses 2016: $251,399Net Income 2016: -$199,3672016

Highlighted filing

2016

Revenue$52,032
Expenses$251,399
Net Income-$199,367
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,522,547
Liabilities
$0
Net assets
$2,522,547
Revenue
$52,032
Expenses
$251,399
Net income
-$199,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.05$0.25$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.05$0.28$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.10$0.40$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.11$0.31$0.20
2012Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.31
2011Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B WESTRATEPresident-$0--
BRIAN WESTRATESec/Treas-$0--
MIKE WESTRATEVice Pres-$0--
Filing and Contact Details

Filer

Filer Name
T & O Foundation Inc
EIN
39-1615711
Address
6101 NORTH SHORE DRIVE, EAU CLAIRE, WI 54703

Signing Officer

Name
David B Westrate
Title
President
Phone
7158350192
Signed
2017-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Mcmahon Schleifer & Wood LLC
Address
4004 OAKWOOD HILLS PKWY STE 102, EAU CLAIRE, WI 54701
Preparer
Dale a Wood
Phone
7158399555
Raw XML Appendix357 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391416718
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMAHON SCHLEIFER & WOOD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04004 OAKWOOD HILLS PKWY STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158399555
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE A WOOD
ReturnHeader/ReturnTs02017-08-08T13:50:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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