Civic Intelligence

Wisconsin Scottish Rite Foundation Inc.

990 • Fiscal year 2020 • EIN 39-1757619

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 03, 2020

Organization ProfileN/A
11020 Plank Court Suite CWauwatosa, WI 53226-3279

(414) 727-3153

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

52nd percentile

6.8%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,336,097

Up $85,405 (+6.8%) from 2019

Net Assets

Up

$1,336,097

Up $85,405 (+6.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin97th percentile

Revenue

Up

$55,480

Up $23,181 (+72%) from 2019

Expenses

Down

$7,681

Down $31,184 (-80%) from 2019

Net Income

Up

$47,799

Up $54,365 (+828%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,063,390Liabilities 2011: $3,668,232Net Assets 2011: $395,1582011Assets 2012: $3,898,184Liabilities 2012: $3,736,181Net Assets 2012: $162,0032012Assets 2013: $3,963,650Liabilities 2013: $3,744,367Net Assets 2013: $219,2832013Assets 2014: $3,796,196Liabilities 2014: $3,740,254Net Assets 2014: $55,9422014Assets 2015: $3,686,048Liabilities 2015: $3,739,683Net Assets 2015: -$53,6352015Assets 2016: $3,583,248Liabilities 2016: $3,733,634Net Assets 2016: -$150,3862016Assets 2017: $3,468,967Liabilities 2017: $3,733,634Net Assets 2017: -$264,6672017Assets 2018: $1,281,917Liabilities 2018: $30,000Net Assets 2018: $1,251,9172018Assets 2019: $1,250,692Liabilities 2019: $0Net Assets 2019: $1,250,6922019Assets 2020: $1,336,097Liabilities 2020: $0Net Assets 2020: $1,336,0972020Assets 2021: $1,570,834Liabilities 2021: $0Net Assets 2021: $1,570,8342021Assets 2022: $1,496,408Liabilities 2022: $0Net Assets 2022: $1,496,4082022Assets 2023: $1,620,133Liabilities 2023: $19,000Net Assets 2023: $1,601,1332023Assets 2024: $1,761,362Liabilities 2024: $0Net Assets 2024: $1,761,3622024

Highlighted filing

2020

Assets$1,336,097
Liabilities$0
Net Assets$1,336,097
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $507,149Expenses 2011: $524,394Net Income 2011: -$17,2452011Expenses 2012: $543,5482012Revenue 2013: $647,562Expenses 2013: $590,282Net Income 2013: $57,2802013Revenue 2014: $424,592Expenses 2014: $587,558Net Income 2014: -$162,9662014Revenue 2015: $250,910Expenses 2015: $360,488Net Income 2015: -$109,5782015Revenue 2016: $202,415Expenses 2016: $293,133Net Income 2016: -$90,7182016Revenue 2017: $69,221Expenses 2017: $266,788Net Income 2017: -$197,5672017Revenue 2018: $2,070,003Expenses 2018: $614,273Net Income 2018: $1,455,7302018Revenue 2019: $32,299Expenses 2019: $38,865Net Income 2019: -$6,5662019Revenue 2020: $55,480Expenses 2020: $7,681Net Income 2020: $47,7992020Revenue 2021: $28,325Expenses 2021: $63,592Net Income 2021: -$35,2672021Revenue 2022: $78,134Expenses 2022: $34,658Net Income 2022: $43,4762022Revenue 2023: $37,551Expenses 2023: $29,481Net Income 2023: $8,0702023Revenue 2024: $97,136Expenses 2024: $109,815Net Income 2024: -$12,6792024

Highlighted filing

2020

Revenue$55,480
Expenses$7,681
Net Income$47,799
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 3, 2020
Return Version
2019v5.0
Gross Receipts
$55,480
Mission and Program Overview

Mission

The mission of the Wisconsin Scottish Rite Foundation is to preserve the Humphrey Scottish

The foundation's mission is to promote and support initiatives that enrich individual lives and our communities through continuing education scholarships, qualified human service programs that provide demonstrated benefit to recipients, and support of qualified nonprofit agencies that enhance quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,235,073$1,318,066▲ $82,993
Cash and Non-Interest-Bearing Accounts$15,619$18,031▲ $2,412
Total Assets$1,250,692$1,336,097▲ $85,405
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,066,747$1,114,942▲ $48,195
Net Assets Without Donor Restrictions$183,945$221,155▲ $37,210
Total Net Assets Fund Balance$1,250,692$1,336,097▲ $85,405
Total Liabilities and Net Assets / Fund Balance$1,250,692$1,336,097▲ $85,405

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,066,747-▲ $51,998-$1,114,942
2019$1,082,182-▲ $14,277-$1,066,747
2018$1,021,564-▲ $82,146-$1,082,182
2017$955,221-▲ $87,343-$1,021,564
2016$979,340$1,000▲ $10,881-$955,221
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Donald Van WinklePresident
Douglas MoorhouseDirector
Louis Metz IiiDirector
Michael BurnhamDirector
Thomas KapkeDirector and
Tom EwaldDirector/vic
Gary BeierSecretary
Kevin AlvaradoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,693
Program Service Revenue
$0
Investment Income
$49,787
Other Revenue
$0
All Other Contributions
$5,693
Change in Net Assets
$47,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,681
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$4,398-$4,398
Insurance$1,098$732-$1,830
Fees for Services Accounting-$700-$700
Other Expenses-$108-$108
Total Functional Expenses$1,098$6,583$0$7,681
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“Number of members on governing board was reduced from 11 to 5.”

Form 990, Page 6, Part VI, Line 6

“The organization has class a and class b members. Trustees of the ancient accepted scottish rite of freemasonry nmj valley of milwaukee are all class a members of the foundation. All members of the valley are class b members of the foundation.”

Form 990, Page 6, Part VI, Line 7A

“The class a members elect members of the foundation's governing body.”

Form 990, Page 6, Part VI, Line 11B

“The governing body reviews the 990 before filing.”

Form 990, Page 6, Part VI, Line 12C

“Statements are required annually.”

Form 990, Page 6, Part VI, Line 15A

“Not applicable - none of the members of the organization are compensated.”

Form 990, Page 6, Part VI, Line 15B

“Not applicable - none of the members of the organization are compensated.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Wisconsin Scottish Rite Foundation
EIN
39-1757619
Phone
4147273153
Address
11020 PLANK COURT SUITE C, WAUWATOSA, WI 53226-3279

Signing Officer

Name
Donald Van Winkle
Title
President
Phone
4142764744
Signed
2020-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Van Winkle
Formed
1992
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Andrea & Orendorff Llp
Address
6300 76TH ST STE 200, KENOSHA, WI 53142-4018
Preparer
Mike S Hedden
Phone
2626577716
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation's mission is to promote and support initiatives that enrich individual lives and our communities through continuing education scholarships, qualified human service programs that provide demonstrated benefit to recipients, and support of qualified nonprofit agencies that enhance quality of life.”

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IRS990ScheduleA/OtherIncome509Grp/TotalAmt017515
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IRS990ScheduleA/PublicSupportPY509Pct00.89000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030696
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0829856
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt067221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0167980
IRS990ScheduleA/Total509Grp/TotalAmt01102631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032299
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0851993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0202415
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01232071
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01114942
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt051998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02212
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01082182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01066747
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt027500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014277
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01021564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01082182
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt021500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt082146
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0955221
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01021564
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt021000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt087343
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0979340
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0955221
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt036000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010881
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S MISSION IS TO PROMOTE AND SUPPORT INITIATIVES THAT ENRICH INDIVIDUAL LIVES AND OUR COMMUNITIES THROUGH CONTINUING EDUCATION SCHOLARSHIPS, QUALIFIED HUMAN SERVICE PROGRAMS THAT PROVIDE DEMONSTRATED BENEFIT TO RECIPIENTS, AND SUPPORT OF QUALIFIED NONPROFIT AGENCIES THAT ENHANCE QUALITY OF LIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NUMBER OF MEMBERS ON GOVERNING BOARD WAS REDUCED FROM 11 TO 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS CLASS A AND CLASS B MEMBERS. TRUSTEES OF THE ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ VALLEY OF MILWAUKEE ARE ALL CLASS A MEMBERS OF THE FOUNDATION. ALL MEMBERS OF THE VALLEY ARE CLASS B MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CLASS A MEMBERS ELECT MEMBERS OF THE FOUNDATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING BODY REVIEWS THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STATEMENTS ARE REQUIRED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NOT APPLICABLE - NONE OF THE MEMBERS OF THE ORGANIZATION ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NOT APPLICABLE - NONE OF THE MEMBERS OF THE ORGANIZATION ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0OF FREEMASONRY NMJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390712390
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011020 PLANK COURT SUITE C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WAUWATOSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0532263279
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt05180
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH CONTRIBUTION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0OF FREEMASONRY NMJ
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01250692
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05693
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06583
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01098
IRS990/TotalFunctionalExpensesGrp/TotalAmt07681
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01336097
IRS990/TotalProgramServiceExpensesAmt01098
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049787
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt055480
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01250692
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01336097
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011020 PLANK COURT
IRS990/USAddress/AddressLine2Txt0SUITE C
IRS990/USAddress/CityNm0WAUWATOSA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0532263279
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD VAN WINKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,336,097
Liabilities
$0
Net assets
$1,336,097
Revenue
$55,480
Expenses
$7,681
Net income
$47,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.02$1.60$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.03$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.25$2.07$0.61$1.46
2017Detailed filing. Detailed filing data is available for this year.$3.47$3.73$0.26$0.07$0.27$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.58$3.73$0.15$0.20$0.29$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.69$3.74$0.05$0.25$0.36$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.80$3.74$0.06$0.42$0.59$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$3.74$0.22$0.65$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$3.74$0.16$0.54
2011Summary only. Only limited summary data is available for this year.$4.06$3.67$0.40$0.51$0.52$0.02