Civic Intelligence

Toby J Tully Foundation

990PF • Fiscal year 2020 • EIN 39-1743495

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile
1031 S Main StreetJefferson, WI 53549

(920) 674-6330

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

3.3%

Faster asset growth than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-13%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$32,747

Up $1,049 (+3.3%) from 2019

Net Assets

Up

$32,747

Up $1,049 (+3.3%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin92nd percentile

Revenue

Down

$1,966

Down $302 (-13%) from 2019

Expenses

Down

$737

Down $2,491 (-77%) from 2019

Net Income

Up

$1,229

Up $2,189 (+228%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$60K$40K$20K$0Assets 2011: $35,700Liabilities 2011: $02011Assets 2012: $36,885Liabilities 2012: $02012Assets 2013: $36,783Liabilities 2013: $1Net Assets 2013: $36,7832013Assets 2014: $37,666Liabilities 2014: $1Net Assets 2014: $37,6662014Assets 2015: $37,014Liabilities 2015: $1Net Assets 2015: $37,0142015Assets 2016: $34,279Liabilities 2016: $0Net Assets 2016: $34,2792016Assets 2017: $32,225Liabilities 2017: $0Net Assets 2017: $32,2252017Assets 2018: $32,782Liabilities 2018: $0Net Assets 2018: $32,7822018Assets 2019: $31,698Liabilities 2019: $1Net Assets 2019: $31,6982019Assets 2020: $32,747Liabilities 2020: $1Net Assets 2020: $32,7472020Assets 2021: $34,028Liabilities 2021: $1Net Assets 2021: $34,0282021Assets 2022: $36,184Liabilities 2022: $1Net Assets 2022: $36,1842022Assets 2023: $53,592Liabilities 2023: $602Net Assets 2023: $52,9902023Assets 2024: $54,885Liabilities 2024: $330Net Assets 2024: $54,5552024

Highlighted filing

2020

Assets$32,747
Liabilities$1
Net Assets$32,747
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$20K$10K$0-$10KRevenue 2011: $1,196Expenses 2011: $542Net Income 2011: $6542011Revenue 2012: $1,241Expenses 2012: $0Net Income 2012: $1,2412012Revenue 2013: $1,075Expenses 2013: $1,177Net Income 2013: -$1022013Revenue 2014: $980Expenses 2014: $97Net Income 2014: $8832014Revenue 2015: $2,497Expenses 2015: $3,149Net Income 2015: -$6522015Revenue 2016: $1,042Expenses 2016: $3,777Net Income 2016: -$2,7352016Revenue 2017: $1,065Expenses 2017: $3,208Net Income 2017: -$2,1432017Revenue 2018: $1,385Expenses 2018: $712Net Income 2018: $6732018Revenue 2019: $2,268Expenses 2019: $3,228Net Income 2019: -$9602019Revenue 2020: $1,966Expenses 2020: $737Net Income 2020: $1,2292020Revenue 2021: $1,746Expenses 2021: $749Net Income 2021: $9972021Revenue 2022: $2,808Expenses 2022: $779Net Income 2022: $2,0292022Revenue 2023: $17,362Expenses 2023: $823Net Income 2023: $16,5392023Revenue 2024: $2,340Expenses 2024: $821Net Income 2024: $1,5192024

Highlighted filing

2020

Revenue$1,966
Expenses$737
Net Income$1,229
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOBY J TULLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Toby J Tully Foundation
EIN
39-1743495
Address
1031 S MAIN STREET, Jefferson, WI 53549

Signing Officer

Name
Toby Tully
Title
Trustee
Phone
9206746330
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Djc Tax & Accounting LLC
Address
1031 S MAIN ST, Jefferson, WI 53549
Preparer
James Berndsen Ea
Phone
9206746330
Raw XML Appendix221 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt077683
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt076528
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01165
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03826
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt076518
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt077683
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TOBY J TULLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01031 S MAIN STREET
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES BERNDSEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TOBY J TULLY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MAINTENANCE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt115
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOBY TULLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09206746330
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOBY J TULLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TOBY
ReturnHeader/Filer/EIN0391743495
ReturnHeader/Filer/USAddress/AddressLine1Txt01031 S MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0Jefferson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053549
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DJC TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01031 S MAIN ST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053549
ReturnHeader/PreparerPersonGrp/PhoneNum09206746330
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BERNDSEN EA
ReturnHeader/ReturnTs02021-11-15T17:14:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOBY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TULLY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,747
Liabilities
$1
Net assets
$32,747
Revenue
$1,966
Expenses
$737
Net income
$1,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.9$0.33$54.6$2.34$0.82$1.52
2023Detailed filing. Detailed filing data is available for this year.$53.6$0.60$53.0$17.4$0.82$16.5
2022Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$2.81$0.78$2.03
2021Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$1.75$0.75$1.00
2020Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$1.97$0.74$1.23
2019Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$2.27$3.23$0.96
2018Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$1.39$0.71$0.67
2017Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$1.07$3.21$2.14
2016Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$1.04$3.78$2.74
2015Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$2.50$3.15$0.65
2014Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$0.98$0.10$0.88
2013Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$1.08$1.18$0.10
2012Summary only. Only limited summary data is available for this year.$36.9$0.00$1.24$0.00$1.24
2011Summary only. Only limited summary data is available for this year.$35.7$0.00$1.20$0.54$0.65