Civic Intelligence

Toby J Tully Foundation

990PF • Fiscal year 2022 • EIN 39-1743495

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 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

61st percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

6.3%

Faster asset growth than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

61%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$36,184

Up $2,156 (+6.3%) from 2021

Net Assets

Up

$36,184

Up $2,156 (+6.3%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$2,808

Up $1,062 (+61%) from 2021

Expenses

Up

$779

Up $30 (+4.0%) from 2021

Net Income

Up

$2,029

Up $1,032 (+104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2022

Assets$36,184
Liabilities$1
Net Assets$36,184
Open 2022 Filing

Operations Trend

Revenue Growth78th 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

2022

Revenue$2,808
Expenses$779
Net Income$2,029
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2022
Return Version
2022v5.0
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
2022-11-14
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 Appendix220 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/NetInvestmentIncomeAmt0645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt013707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt110555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY NATIONAL FINANCIAL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CAPITAL WORL BOND FUND CLASS
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt071787
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt032438
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034028
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt034028
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt073699
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01913
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt071786
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01105
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03630
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt072594
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt073699
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01031 S MAIN STREET
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES BERNDSEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01031 S MAIN ST
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09206746330
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TOBY J TULLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09206746330
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0120
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt114
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TOBY TULLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09206746330
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOBY J TULLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TOBY
ReturnHeader/Filer/EIN0391743495
ReturnHeader/Filer/USAddress/AddressLine1Txt01031 S MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0Jefferson
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ReturnHeader/Filer/USAddress/ZIPCd053549
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053549
ReturnHeader/PreparerPersonGrp/PhoneNum09206746330
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES BERNDSEN EA
ReturnHeader/ReturnTs02023-11-15T16:28:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOBY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TULLY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,184
Liabilities
$1
Net assets
$36,184
Revenue
$2,808
Expenses
$779
Net income
$2,029
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