Civic Intelligence

Thor Johnson Endowment Trust

990 • Fiscal year 2018 • EIN 39-1791596

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 14, 2019

Organization ProfileWWW.MUSICFESTIVAL.COM
PO Box 340Ephraim, WI 54211

(920) 854-4060

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

62nd percentile

$86,329

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

3.4%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

1.6%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,779,236

Up $155,657 (+3.4%) from 2017

Net Assets

Up

$4,779,236

Up $155,657 (+3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin47th percentile

Revenue

Up

$314,068

Up $5,017 (+1.6%) from 2017

Expenses

Down

$308,091

Down $15,611 (-4.8%) from 2017

Net Income

Up

$5,977

Up $20,628 (+141%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,402,948Liabilities 2010: $0Net Assets 2010: $3,402,9482010Assets 2011: $3,648,671Liabilities 2011: $0Net Assets 2011: $3,648,6712011Assets 2012: $4,037,648Liabilities 2012: $0Net Assets 2012: $4,037,6482012Assets 2013: $4,419,540Liabilities 2013: $0Net Assets 2013: $4,419,5402013Assets 2014: $4,541,407Liabilities 2014: $0Net Assets 2014: $4,541,4072014Assets 2015: $4,316,974Liabilities 2015: $0Net Assets 2015: $4,316,9742015Assets 2016: $4,436,400Liabilities 2016: $0Net Assets 2016: $4,436,4002016Assets 2017: $4,623,579Liabilities 2017: $0Net Assets 2017: $4,623,5792017Assets 2018: $4,779,236Liabilities 2018: $0Net Assets 2018: $4,779,2362018Assets 2019: $4,745,073Liabilities 2019: $0Net Assets 2019: $4,745,0732019Assets 2020: $5,052,574Liabilities 2020: $0Net Assets 2020: $5,052,5742020Assets 2021: $6,604,418Liabilities 2021: $0Net Assets 2021: $6,604,4182021Assets 2022: $5,516,864Liabilities 2022: $0Net Assets 2022: $5,516,8642022Assets 2023: $5,874,601Liabilities 2023: $0Net Assets 2023: $5,874,6012023Assets 2024: $6,502,817Liabilities 2024: $0Net Assets 2024: $6,502,8172024

Highlighted filing

2018

Assets$4,779,236
Liabilities$0
Net Assets$4,779,236
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $317,2822010Expenses 2011: $318,0162011Expenses 2012: $273,7382012Revenue 2013: $109,210Expenses 2013: $192,096Net Income 2013: -$82,8862013Revenue 2014: $357,141Expenses 2014: $218,151Net Income 2014: $138,9902014Revenue 2015: $79,493Expenses 2015: $226,500Net Income 2015: -$147,0072015Revenue 2016: $309,914Expenses 2016: $273,058Net Income 2016: $36,8562016Revenue 2017: $309,051Expenses 2017: $323,702Net Income 2017: -$14,6512017Revenue 2018: $314,068Expenses 2018: $308,091Net Income 2018: $5,9772018Revenue 2019: $343,850Expenses 2019: $310,981Net Income 2019: $32,8692019Revenue 2020: $212,255Expenses 2020: $267,272Net Income 2020: -$55,0172020Revenue 2021: $1,128,537Expenses 2021: $298,002Net Income 2021: $830,5352021Revenue 2022: $940,660Expenses 2022: $319,248Net Income 2022: $621,4122022Revenue 2023: $149,733Expenses 2023: $323,644Net Income 2023: -$173,9112023Revenue 2024: $667,703Expenses 2024: $649,087Net Income 2024: $18,6162024

Highlighted filing

2018

Revenue$314,068
Expenses$308,091
Net Income$5,977
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 14, 2019
Return Version
2017v2.3
Gross Receipts
$1,316,606
Mission and Program Overview

Mission

To provide funds to peninsula music festival, inc. As a supporting organization under irc section 509(a)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,357,007$4,587,729▲ $230,722
Savings and Temporary Cash Investments$182,359$117,840▼ $64,519
Accounts Receivable$70,476$63,554▼ $6,922
Pledges and Grants Receivable$2,020--
Total Assets$4,623,579$4,779,236▲ $155,657
Other Assets Total$11,717$10,113▼ $1,604
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,325,180$3,356,944▲ $31,764
Temporarily Rstr Net Assets$1,097,074$1,223,292▲ $126,218
Unrestricted Net Assets$201,325$199,000▼ $2,325
Total Net Assets Fund Balance$4,623,579$4,779,236▲ $155,657
Total Liabilities and Net Assets / Fund Balance$4,623,579$4,779,236▲ $155,657

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,623,579$11,059▲ $414,098-$4,779,236
2017$4,391,427$19,928▲ $496,575-$4,623,579
2016$4,272,001$125,605▲ $228,610-$4,391,427
2015$4,496,434$40,647▼ $38,580-$4,272,001
2014$4,374,567$19,479▲ $320,539-$4,496,434
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleOtherTotal
Sharon GruntmacherExecutive Director$86,329$86,329

Board Members and Trustees

NameTitle
William MillerChairman
Andy CookTrustee
John GuentherTrustee
Ron CarkoskiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$11,059
Program Service Revenue
$0
Investment Income
$303,009
Other Revenue
$0
All Other Contributions
$11,059
Change in Net Assets
$5,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$269,500
Other Expenses$38,591
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$269,500--$269,500
Fees for Service Investment Mgmnt Fees-$38,591-$38,591
Total Functional Expenses$269,500$38,591$0$308,091
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peninsula Music Festival IncEphraim, WI501(c)(3)Operations$269,500
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
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Congress wealth management of boston now manages the investments of the trust with oversight by the trustees.”

Form 990, Part VI, Section B, Line 11B

“The trustees of the thor johnson endowment trust are issued the form 990 for review. The form 990 is discussed at the next meeeting of the trustees. The trustee who sits on the peninsula music festival's board of directors then makes an oral presentation of the form 990 to the festival's board of directors at the april board meeting, which is the first full board meeting after the audit and issuance of form 990.”

Form 990, Part VI, Section B, Line 12C

“Any issues concerning the conflict of interest policy are brought to the trustee, who is a board member of the peninsula music festival, or to the president of the board of directors. At the november meeting of the board of directors, members review the conflict of interest policy and the members' compliance with the policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Thor Johnson Endowment Trust
EIN
39-1791596
Phone
9208544060
Address
PO BOX 340, EPHRAIM, WI 54211

Signing Officer

Name
Sue Stone
Title
President
Phone
9208544060
Signed
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Stone
Formed
1993
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
19

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 23819, GREEN BAY, WI 54305-3819
Preparer
Wendy Mallo
Phone
9204367800
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is administered by the thor johnson endowment trust for the peninsula music festival, inc. (a related organization). The endowment fund was established to support the mission of the peninsula music festival, inc. Distributions from these funds are ordinarily made annually to the organizations per approved appropriation by the board of directors. It is the requirement of the trust that the organizations retain 5% of the returns to allow its endowment fund to grow at an average of 8% annually. This is consistent with the organizations' objective to maintain the purchasing power of the endowment assets as well as to provide additional real growth through investment return.”

Raw XML Appendix398 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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0218151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0320539
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.70240
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS ADMINISTERED BY THE THOR JOHNSON ENDOWMENT TRUST FOR THE PENINSULA MUSIC FESTIVAL, INC. (A RELATED ORGANIZATION). THE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE MISSION OF THE PENINSULA MUSIC FESTIVAL, INC. DISTRIBUTIONS FROM THESE FUNDS ARE ORDINARILY MADE ANNUALLY TO THE ORGANIZATIONS PER APPROVED APPROPRIATION BY THE BOARD OF DIRECTORS. IT IS THE REQUIREMENT OF THE TRUST THAT THE ORGANIZATIONS RETAIN 5% OF THE RETURNS TO ALLOW ITS ENDOWMENT FUND TO GROW AT AN AVERAGE OF 8% ANNUALLY. THIS IS CONSISTENT WITH THE ORGANIZATIONS' OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH INVESTMENT RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25550
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PENINSULA MUSIC FESTIVAL INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391691920
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 340
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EPHRAIM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054211
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES OPERATING GRANTS TO PENINSULA MUSIC FESTIVAL, INC., A 501(C)(3) ORGANIZATION, WHICH IS A SUPPORTED ORGANIZATION. THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS ARE AUDITED AT YEAR-END BY INDEPENDENT ACCOUNTANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONGRESS WEALTH MANAGEMENT OF BOSTON NOW MANAGES THE INVESTMENTS OF THE TRUST WITH OVERSIGHT BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES OF THE THOR JOHNSON ENDOWMENT TRUST ARE ISSUED THE FORM 990 FOR REVIEW. THE FORM 990 IS DISCUSSED AT THE NEXT MEEETING OF THE TRUSTEES. THE TRUSTEE WHO SITS ON THE PENINSULA MUSIC FESTIVAL'S BOARD OF DIRECTORS THEN MAKES AN ORAL PRESENTATION OF THE FORM 990 TO THE FESTIVAL'S BOARD OF DIRECTORS AT THE APRIL BOARD MEETING, WHICH IS THE FIRST FULL BOARD MEETING AFTER THE AUDIT AND ISSUANCE OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY ISSUES CONCERNING THE CONFLICT OF INTEREST POLICY ARE BROUGHT TO THE TRUSTEE, WHO IS A BOARD MEMBER OF THE PENINSULA MUSIC FESTIVAL, OR TO THE PRESIDENT OF THE BOARD OF DIRECTORS. AT THE NOVEMBER MEETING OF THE BOARD OF DIRECTORS, MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AND THE MEMBERS' COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PENINSULA MUSIC FESTIVAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391691920
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO DEVELOP, PROMOTE AND SUSTAIN INTEREST IN CLASSICAL MUSIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 340
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EPHRAIM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054211
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0269500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PENINSULA MUSIC FESTIVAL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01097074
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01223292
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04623579
IRS990/TotalAssetsEOYAmt04779236
IRS990/TotalAssetsGrp/BOYAmt04623579
IRS990/TotalAssetsGrp/EOYAmt04779236
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011059
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038591
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0269500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0308091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04623579
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04779236
IRS990/TotalOtherCompensationAmt02675
IRS990/TotalProgramServiceExpensesAmt0269500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0103809
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0199200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0314068
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt019
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04623579
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04779236
IRS990/TotReportableCompRltdOrgAmt083654
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0201325
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0199000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 340
IRS990/USAddress/CityNm0EPHRAIM
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054211
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.MUSICFESTIVAL.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09208544060
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOR JOHNSON ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0THOR
ReturnHeader/Filer/EIN0391791596
ReturnHeader/Filer/PhoneNum09208544060
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 340
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:03:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 23819
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0543053819
ReturnHeader/PreparerPersonGrp/PhoneNum09204367800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY MALLO
ReturnHeader/ReturnTs02019-08-15T14:50:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,779,236
Liabilities
$0
Net assets
$4,779,236
Revenue
$314,068
Expenses
$308,091
Net income
$5,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.67$0.65$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.15$0.32$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.52$0.00$5.52$0.94$0.32$0.62
2021Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$1.13$0.30$0.83
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.21$0.27$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.34$0.31$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.31$0.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.31$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.31$0.27$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.08$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.36$0.22$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.00$4.42$0.11$0.19$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.00$3.65$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.40$0.32