Civic Intelligence

T & O Foundation Inc

990PF • Fiscal year 2015 • EIN 39-1615711

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

Organization Profile
6101 North Shore DriveEau Claire, WI 54703

(715) 835-0192

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-455%

Higher net margin than 2% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

14th percentile

-7.8%

Faster asset growth than 14% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,721,914

Down $230,041 (-7.8%) from 2014

Net Assets

Down

$2,721,914

Down $230,041 (-7.8%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$50,539

Down $52,614 (-51%) from 2014

Expenses

Down

$280,580

Down $117,682 (-30%) from 2014

Net Income

Up

-$230,041

Up $65,068 (+22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2015

Assets$2,721,914
Liabilities$1
Net Assets$2,721,914
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$50,539
Expenses$280,580
Net Income-$230,041
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st 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
Signed
2016-05-09
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 Appendix361 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07158350192
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23744 SPOONER AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RICHMOND
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0135320
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0162794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0114028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0101752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0760262
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0136780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0244908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0162794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0114028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0101752
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0272100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0136780
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0623482
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0310
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06330
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06330
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B WESTRATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0T & O FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0T&OF
ReturnHeader/Filer/EIN0391615711
ReturnHeader/Filer/USAddress/AddressLine1Txt06101 NORTH SHORE DRIVE
ReturnHeader/Filer/USAddress/CityNm0EAU CLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054703
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/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE A WOOD
ReturnHeader/ReturnTs02016-05-16T14:44:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,721,914
Liabilities
$1
Net assets
$2,721,914
Revenue
$50,539
Expenses
$280,580
Net income
-$230,041
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