Civic Intelligence

Mary W Stremmer Educational Trust Fund Waterloo High School

990PF • Fiscal year 2016 • EIN 39-1706433

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 30, 2017

Organization Profile
PO Box 535Marshall, WI 53559

(608) 212-4323

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

27th percentile

-8.7%

Higher net margin than 27% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$1,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$257,726

Up $17,445 (+7.3%) from 2015

Net Assets

$257,726

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin27th percentile

Revenue

Up

$11,605

Up $5,208 (+81%) from 2015

Expenses

Down

$12,618

Down $2,064 (-14%) from 2015

Net Income

Up

-$1,013

Up $7,272 (+88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $243,397Liabilities 2011: $02011Assets 2012: $245,651Liabilities 2012: $02012Assets 2013: $253,453Liabilities 2013: $02013Assets 2014: $256,856Liabilities 2014: $02014Assets 2015: $240,281Liabilities 2015: $02015Assets 2016: $257,726Liabilities 2016: $0Net Assets 2016: $257,7262016Assets 2017: $299,160Liabilities 2017: $0Net Assets 2017: $299,1602017Assets 2018: $289,192Liabilities 2018: $0Net Assets 2018: $289,1922018Assets 2019: $279,037Liabilities 2019: $0Net Assets 2019: $279,0372019Assets 2020: $287,078Liabilities 2020: $0Net Assets 2020: $287,0782020Assets 2021: $323,373Liabilities 2021: $0Net Assets 2021: $323,3732021Assets 2022: $246,213Liabilities 2022: $0Net Assets 2022: $246,2132022Assets 2023: $268,312Liabilities 2023: $0Net Assets 2023: $268,3122023Assets 2024: $284,308Liabilities 2024: $0Net Assets 2024: $284,3082024

Highlighted filing

2016

Assets$257,726
Liabilities$0
Net Assets$257,726
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $6,936Expenses 2011: $13,572Net Income 2011: -$6,6362011Revenue 2012: $15,860Expenses 2012: $13,606Net Income 2012: $2,2542012Revenue 2013: $21,032Expenses 2013: $13,230Net Income 2013: $7,8022013Revenue 2014: $10,916Expenses 2014: $14,027Net Income 2014: -$3,1112014Revenue 2015: $6,397Expenses 2015: $14,682Net Income 2015: -$8,2852015Revenue 2016: $11,605Expenses 2016: $12,618Net Income 2016: -$1,0132016Revenue 2017: $54,873Expenses 2017: $13,439Net Income 2017: $41,4342017Revenue 2018: $8,258Expenses 2018: $18,226Net Income 2018: -$9,9682018Revenue 2019: $23,002Expenses 2019: $13,484Net Income 2019: $9,5182019Revenue 2020: $22,696Expenses 2020: $14,655Net Income 2020: $8,0412020Revenue 2021: $21,510Expenses 2021: $12,183Net Income 2021: $9,3272021Revenue 2022: $17,216Expenses 2022: $16,703Net Income 2022: $5132022Revenue 2023: $13,616Expenses 2023: $14,257Net Income 2023: -$6412023Revenue 2024: $36,221Expenses 2024: $14,193Net Income 2024: $22,0282024

Highlighted filing

2016

Revenue$11,605
Expenses$12,618
Net Income-$1,013
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th 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
39-1706433
Address
PO Box 535, Marshall, WI 53559

Signing Officer

Name
Jamie M Swanlund
Title
Treasurer
Phone
6082124323
Signed
2017-03-30
Discuss with paid preparer
No

Preparer

Firm
Legacy Tax & Financial Services Inc
Address
1001 West Main St, Sun Prairie, WI 53590
Preparer
Brandon Donkersgoed CPA
Phone
6087725223
Raw XML Appendix253 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/FilingSecurityInformation/FederalOriginalSubmissionId0392116201709025u3aml
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-03-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.240.217.80
ReturnHeader/FilingSecurityInformation/IPDt02017-03-31
ReturnHeader/FilingSecurityInformation/IPTm009:56:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453590933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Legacy Tax & Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 West Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sun Prairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053590
ReturnHeader/PreparerPersonGrp/PhoneNum06087725223
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brandon Donkersgoed CPA
ReturnHeader/ReturnTs02017-03-30T17:43:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$257,726
Liabilities
$0
Net assets
$257,726
Revenue
$11,605
Expenses
$12,618
Net income
-$1,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.36$0.14$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.14$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.17$0.17$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.23$0.00$3.23$0.22$0.12$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.23$0.15$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.23$0.13$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.08$0.18$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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$0.12$0.13$0.01
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.$2.46$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