Civic Intelligence

Thor Johnson Endowment Trust

990 • Fiscal year 2023 • EIN 39-1791596

Oct 01, 2022 to Sep 30, 2023 • Filed on Nov 25, 2024

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

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-116%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$82,692

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 55.2% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

53rd percentile

6.5%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,874,601

Up $357,737 (+6.5%) from 2022

Net Assets

Up

$5,874,601

Up $357,737 (+6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin3rd percentile

Revenue

Down

$149,733

Down $790,927 (-84%) from 2022

Expenses

Up

$323,644

Up $4,396 (+1.4%) from 2022

Net Income

Down

-$173,911

Down $795,323 (-128%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$5,874,601
Liabilities$0
Net Assets$5,874,601
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$149,733
Expenses$323,644
Net Income-$173,911
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Nov 25, 2024
Return Version
2022v5.0
Gross Receipts
$1,005,743
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$4,937,749$5,671,374▲ $733,625
Savings and Temporary Cash Investments$367,095$108,756▼ $258,339
Accounts Receivable$212,020$94,471▼ $117,549
Total Assets$5,516,864$5,874,601▲ $357,737
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,672,951$4,953,210▲ $280,259
Net Assets Without Donor Restrictions$843,913$921,391▲ $77,478
Total Net Assets Fund Balance$5,516,864$5,874,601▲ $357,737
Total Liabilities and Net Assets / Fund Balance$5,516,864$5,874,601▲ $357,737

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,516,864$4,300▲ $640,437-$5,874,601
2022$6,604,418$409,408▼ $1,227,962-$5,516,864
2021$5,052,572$740,240▲ $1,065,219-$6,604,418
2020$4,745,073$12,455▲ $525,516-$5,052,572
2019$4,779,236$42,269▲ $196,568-$4,745,073
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleOtherTotal
Christoph PtackPresident and CEO$82,692$82,692

Board Members and Trustees

NameTitle
William MillerChairman
Barb RistauTrustee
Linda WeisenselTrustee
Paul GruenerTrustee
Jack ZilavySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,300
Program Service Revenue
$0
Investment Income
$145,433
Other Revenue
$0
All Other Contributions
$4,300
Change in Net Assets
$-173,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$287,000
Other Expenses$36,644
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$287,000--$287,000
Fees for Service Investment Mgmnt Fees-$36,644-$36,644
Total Functional Expenses$287,000$36,644$0$323,644
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peninsula Music Festival IncEphraim, WI501(c)(3)Operations$287,000
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
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
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
No

Governance Explanations

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

“The endowment board of trustees who represent the thor johnson endowment trust are issued the form 990 for review. The form 990 is then discussed and reviewed at the next meeting 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 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 presented to the trustees of the thor johnson endowment trust and the chairman of the board of directors of peninsula music festival. At the november meeting, members review the conflict of interest policy and the member's compliance with that 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
William Miller
Title
Chairman
Phone
9208544060
Signed
2024-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Miller
Formed
1993
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kristen Donlevy
Phone
4144761880
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 Appendix400 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012455
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05052572
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0230472
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0525516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04779236
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt042269
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04745073
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0273000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0196568
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.66970
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/TermEndowmentBalanceEOYPct00.17350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0287000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT BOARD OF TRUSTEES WHO REPRESENT THE THOR JOHNSON ENDOWMENT TRUST ARE ISSUED THE FORM 990 FOR REVIEW. THE FORM 990 IS THEN DISCUSSED AND REVIEWED AT THE NEXT MEETING 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 FIRST FULL BOARD MEETING AFTER THE AUDIT AND ISSUANCE OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY ISSUES CONCERNING THE CONFLICT OF INTEREST POLICY ARE PRESENTED TO THE TRUSTEES OF THE THOR JOHNSON ENDOWMENT TRUST AND THE CHAIRMAN OF THE BOARD OF DIRECTORS OF PENINSULA MUSIC FESTIVAL. AT THE NOVEMBER MEETING, MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AND THE MEMBER'S COMPLIANCE WITH THAT POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/InvolvedAmt0287000
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05516864
IRS990/TotalAssetsEOYAmt05874601
IRS990/TotalAssetsGrp/BOYAmt05516864
IRS990/TotalAssetsGrp/EOYAmt05874601
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036644
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0287000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0323644
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05516864
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05874601
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0287000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0145433
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149733
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05516864
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05874601
IRS990/TotReportableCompRltdOrgAmt082692
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09208544060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOR JOHNSON ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0THOR
ReturnHeader/Filer/EIN0391791596
ReturnHeader/Filer/PhoneNum09208544060
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 340
ReturnHeader/Filer/USAddress/CityNm0EPHRAIM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010401 W INNOVATION DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04144761880
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN DONLEVY
ReturnHeader/ReturnTs02025-03-26T20:24:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,874,601
Liabilities
$0
Net assets
$5,874,601
Revenue
$149,733
Expenses
$323,644
Net income
-$173,911
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