Civic Intelligence

T & O Foundation Inc

990PF • Fiscal year 2016 • EIN 39-1615711

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 26, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

2nd percentile

-383%

Higher net margin than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

15th percentile

-7.3%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

53rd percentile

3.0%

Faster revenue growth than 53% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,522,547

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

Net Assets

Down

$2,522,547

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

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd 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

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

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

Operations Trend

Revenue Growth53rd 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

2016

Revenue$52,032
Expenses$251,399
Net Income-$199,367
Open 2016 Filing
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 Pay42nd 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01840
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MCMAHON SCHLEIFER & WOOD LLC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01840
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD FIXED INC SHORT TERM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1METROPOLITAN WEST FDS TOTAL RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0149903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1149959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2150402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3149918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0147986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1150451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2154737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3148922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ASTON/FAIRPOINTE MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CULLEN HIGH DIV EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DIAMOND HILL FUNDS SMALL CAP F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EUROPACIFIC GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VIRTUS EMERGING MKTS OPP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JP MORGAN STRATEGIC INCOME OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JENSEN QUALITY GROWTH FUND CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TRANSAMERICA EMERGING MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10WELLS FARGO SPECIAL MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES TR CURRENCY HEDGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12RYDEX ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ENTERPRISE PRODUCTS PPTNS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15OMEGA HEALTHCARE INVS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16SPDR DOW JONES INDL AVERAGE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LAFAYETTE LIFE INS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08468
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043564
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt052032
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt052032
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01840
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09786
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043564
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0249300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0249300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08468
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-199367
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01667649
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043564
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049933
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01318
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0259
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0259
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt09786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0249300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0251399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt052032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt052032
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02099
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0259046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1744693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2620346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt248084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0260364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1738058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2668430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043564
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01318
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-199367
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02522547
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02721914
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02522547
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102476
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102476
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102476
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102975
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0499
IRS990PF/DistributableAmountGrp/TotalTaxAmt0499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0763
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0763
IRS990PF/FMVAssetsEOYAmt02524461
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02721914
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02522547
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0125000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0707090
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0834204
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0600182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0602096
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt055620
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0922365
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0922365
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02721914
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02522547
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02524461
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02721914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02522547
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02721914
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02522547
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02090862
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0488766
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01602096
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102975
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02059499
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02090862
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID B WESTRATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRIAN WESTRATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MIKE WESTRATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06101 NORTH SHORE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16101 NORTH SHORE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26101 NORTH SHORE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EAU CLAIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EAU CLAIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2EAU CLAIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd154703
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd254703
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0199189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0199688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0271754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0387467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0300380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0286295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0275197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.096717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.100156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.134142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.089557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.082233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.077498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02059499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02713317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02888490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03354073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03481531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03551016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0249300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.483586
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0248801
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0249300
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0499
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0249300
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID B WESTRATE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06101 NORTH SHORE DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EAU CLAIRE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07158350192
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt332200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EVANGELISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EVANGELISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EVANGELISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EVANGELISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EVANGELISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EVANGELISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LUIS PALAU EVANGELISTIC ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GOOD NEWS JAIL MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YOUNG LIFE OF CHIPPEWA VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GRACE BIBLE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE JESUS FILM PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JUDICIAL WATCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 50
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12230 EAST PARHAM RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23744 SPOONER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt330448 427TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4100 LAKE HART DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5425 THIRD ST SW STE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ALTOONA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TABOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd357063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432832
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0249300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0102476
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0136780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0244908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0162794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0114028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0101752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0101752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0805334
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0146824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0136780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0244908
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0162794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0114028
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0249300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0146824
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0907086
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0760262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0259
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0259
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B WESTRATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07158350192
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-26
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06B2D4BB0BF9A12E021D71ADE59A37113580A3701
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06AA2CB3AB9B4DDD551B86F04ABA6E5B8BDFBEED0
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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