Civic Intelligence

Mary W Stremmer Educational Trust Fund Waterloo High School

990PF • Fiscal year 2017 • EIN 39-1706433

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 29, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

16%

Faster asset growth than 72% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

373%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$299,160

Up $41,434 (+16%) from 2016

Net Assets

Up

$299,160

Up $41,434 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$54,873

Up $43,268 (+373%) from 2016

Expenses

Up

$13,439

Up $821 (+6.5%) from 2016

Net Income

Up

$41,434

Up $42,447 (+4190%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2017

Assets$299,160
Liabilities$0
Net Assets$299,160
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$54,873
Expenses$13,439
Net Income$41,434
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 29, 2018
Return Version
2017v2.2
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
39-1706433
Address
PO Box 535, Marshall, WI 53559

Signing Officer

Name
Jamie Swanlund
Title
Treasurer
Phone
6082124323
Signed
2018-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Tax & Financial Services Inc
Address
707 Lois Dr, Sun Prairie, WI 53590
Preparer
Brandon Donkersgoed CPA
Phone
6088344411
Raw XML Appendix250 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0Marshall Scholarship Foundatio
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Trustee Fee
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0197475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0197475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LPL Investment Account
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Jackson National Annuity
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt026479
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028394
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012014
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012014
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt026479
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026479
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026479
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt041434
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0129098
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028394
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt053873
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt026479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt054873
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt196349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1124370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LPL Financial
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LPL Financial
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028394
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt041434
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0299160
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0257726
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0299160
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012627
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012627
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012627
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013704
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01077
IRS990PF/DistributableAmountGrp/TotalTaxAmt01077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0299160
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0917
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01685
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01685
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0255623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0297475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0297475
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0257726
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0299160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0257726
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0299160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0299160
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0257726
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0299160
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0257726
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0299160
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0278258
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0276364
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04174
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013704
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0274084
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0278258
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marshall Scholarship Foundation
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 535
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Marshall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt013184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt011980
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt011896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0274084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0244780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0259692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0269634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0256747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0240856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240508
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012014
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012014
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012014
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Marshall Scholarship Foundation
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 535
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Marshall
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053559
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082354453
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt02017 Scholarship Award
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Waterloo High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0785 N Monroe St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Waterloo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053594
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012014
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/AppliedToPriorYearsAmt024047
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012014
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012627
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012014
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012627
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012014
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0225
TaxesSchedule/TaxesDetail/CategoryTxt0Form 990-PF taxes due
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jamie Swanlund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06082124323
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary W Stremmer Educational Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0391706433
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 535
ReturnHeader/Filer/USAddress/CityNm0Marshall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053559
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0577447101B4AEBCB3D4C9A19762CAF5E3CB7E06A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0577447101B4AEBCB3D4C9A19762CAF5E3CB7E06A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03921162018127cvwbxuw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.34.0.79
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTm013:26:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453590933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Legacy Tax & Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 Lois Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sun Prairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053590
ReturnHeader/PreparerPersonGrp/PhoneNum06088344411
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brandon Donkersgoed CPA
ReturnHeader/ReturnTs02018-05-07T13:25:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$299,160
Liabilities
$0
Net assets
$299,160
Revenue
$54,873
Expenses
$13,439
Net income
$41,434
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
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.55$0.13$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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