Civic Intelligence

Toby J Tully Foundation

990PF • Fiscal year 2021 • EIN 39-1743495

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

88th percentile

57%

Higher net margin than 88% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

3.9%

Faster asset growth than 50% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-11%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$34,028

Up $1,281 (+3.9%) from 2020

Net Assets

Up

$34,028

Up $1,281 (+3.9%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin88th percentile

Revenue

Down

$1,746

Down $220 (-11%) from 2020

Expenses

Up

$749

Up $12 (+1.6%) from 2020

Net Income

Down

$997

Down $232 (-19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$34,028
Liabilities$1
Net Assets$34,028
Open 2021 Filing

Operations Trend

Revenue Growth36th 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

2021

Revenue$1,746
Expenses$749
Net Income$997
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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
2022-11-04
Discuss with paid preparer
No

Preparer

Firm
Djc Tax & Accounting LLC
Address
1031 S MAIN ST, Jefferson, WI 53549
Preparer
James Berndsen Ea
Phone
9206746330
Raw XML Appendix217 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0610
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY NATIONAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BOND FUND OF AMERICA CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CAPITAL WORL BOND FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt070573
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0997
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033744
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032747
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt014
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt093778
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt031657
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt031658
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt032438
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01089
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt034028
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt093778
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032747
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032747
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt085844
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01477
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt084367
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01288
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04228
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt084556
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt085844
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jefferson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053549
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/IndividualWithBooksNm0JAMES BERNDSEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01031 S MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Jefferson
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09206746330
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PERSONAL, NAME, ADDRESS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TOBY J TULLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09206746330
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 404
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MAINTENANCE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt117
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TOBY TULLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09206746330
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842037578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DJC TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01031 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jefferson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053549
ReturnHeader/PreparerPersonGrp/PhoneNum09206746330
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BERNDSEN EA
ReturnHeader/ReturnTs02022-11-04T17:48:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOBY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TULLY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,028
Liabilities
$1
Net assets
$34,028
Revenue
$1,746
Expenses
$749
Net income
$997
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