Civic Intelligence

Mary W Stremmer Educational Trust Fund Marshall High School

990PF • Fiscal year 2018 • EIN 39-1706432

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 01, 2019

Organization Profile
PO Box 660Marshall, WI 53559

(608) 212-4323

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-86%

Higher net margin than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-85%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$291,775

Down $7,287 (-2.4%) from 2017

Net Assets

Down

$291,775

Down $7,287 (-2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$8,435

Down $46,438 (-85%) from 2017

Expenses

Up

$15,722

Up $2,264 (+17%) from 2017

Net Income

Down

-$7,287

Down $48,702 (-118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2011: $243,367Liabilities 2011: $02011Assets 2012: $245,490Liabilities 2012: $02012Assets 2013: $253,246Liabilities 2013: $02013Assets 2014: $256,619Liabilities 2014: $02014Assets 2015: $240,122Liabilities 2015: $02015Assets 2016: $257,647Liabilities 2016: $0Net Assets 2016: $257,6472016Assets 2017: $299,062Liabilities 2017: $0Net Assets 2017: $299,0622017Assets 2018: $291,775Liabilities 2018: $0Net Assets 2018: $291,7752018Assets 2019: $278,910Liabilities 2019: $1Net Assets 2019: $278,9102019Assets 2020: $285,985Liabilities 2020: $1Net Assets 2020: $285,9852020Assets 2021: $324,078Liabilities 2021: $1Net Assets 2021: $324,0782021Assets 2022: $246,426Liabilities 2022: $1Net Assets 2022: $246,4262022Assets 2023: $269,211Liabilities 2023: $1Net Assets 2023: $269,2112023Assets 2024: $284,820Liabilities 2024: $0Net Assets 2024: $284,8202024

Highlighted filing

2018

Assets$291,775
Liabilities$0
Net Assets$291,775
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $6,936Expenses 2011: $13,570Net Income 2011: -$6,6342011Revenue 2012: $15,875Expenses 2012: $13,752Net Income 2012: $2,1232012Revenue 2013: $20,981Expenses 2013: $13,225Net Income 2013: $7,7562013Revenue 2014: $10,882Expenses 2014: $13,969Net Income 2014: -$3,0872014Revenue 2015: $6,356Expenses 2015: $14,645Net Income 2015: -$8,2892015Revenue 2016: $10,851Expenses 2016: $12,395Net Income 2016: -$1,5442016Revenue 2017: $54,873Expenses 2017: $13,458Net Income 2017: $41,4152017Revenue 2018: $8,435Expenses 2018: $15,722Net Income 2018: -$7,2872018Revenue 2019: $23,071Expenses 2019: $13,504Net Income 2019: $9,5672019Revenue 2020: $22,722Expenses 2020: $15,647Net Income 2020: $7,0752020Revenue 2021: $20,635Expenses 2021: $617Net Income 2021: $20,0182021Revenue 2022: $17,150Expenses 2022: $14,001Net Income 2022: $3,1492022Revenue 2023: $14,062Expenses 2023: $12,726Net Income 2023: $1,3362023Revenue 2024: $36,851Expenses 2024: $14,223Net Income 2024: $22,6282024

Highlighted filing

2018

Revenue$8,435
Expenses$15,722
Net Income-$7,287
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 1, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall Scholarship FoundationTrusteePT$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Mary W Stremmer Educational Trust Fund
EIN
39-1706432
Address
PO Box 660, Marshall, WI 53559

Signing Officer

Name
Jamie Swanlund
Title
Treasurer
Phone
6082124323
Signed
2019-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Tax & Financial
Address
707 Lois Drive, Sun Prairie, WI 53590
Preparer
Brandon Donkersgoed CPA
Phone
6088344411
Raw XML Appendix264 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt014422
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013424
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014422
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012636
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01073
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes - Form 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01073
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Swanlund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06082124323
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary W Stremmer Educational Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0391706432
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 660
ReturnHeader/Filer/USAddress/CityNm0Marshall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053559
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0577447101B4AEBCB3D4C9A19762CAF5E3CB7E06A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0577447101B4AEBCB3D4C9A19762CAF5E3CB7E06A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03921162019112b3lzzqx
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.34.0.79
ReturnHeader/FilingSecurityInformation/IPDt02019-04-22
ReturnHeader/FilingSecurityInformation/IPTm015:40:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453590933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Legacy Tax & Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 Lois Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sun Prairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053590
ReturnHeader/PreparerPersonGrp/PhoneNum06088344411
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brandon Donkersgoed CPA
ReturnHeader/ReturnTs02019-04-22T15:26:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,775
Liabilities
$0
Net assets
$291,775
Revenue
$8,435
Expenses
$15,722
Net income
-$7,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.37$0.14$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.14$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.17$0.14$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.21$0.01$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.23$0.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.23$0.14$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.08$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.55$0.13$0.41
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.11$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$2.40$0.00$0.06$0.15$0.08
2014Summary only. Only limited summary data is available for this year.$2.57$0.00$0.11$0.14$0.03
2013Summary only. Only limited summary data is available for this year.$2.53$0.00$0.21$0.13$0.08
2012Summary only. Only limited summary data is available for this year.$2.45$0.00$0.16$0.14$0.02
2011Summary only. Only limited summary data is available for this year.$2.43$0.00$0.07$0.14$0.07