Civic Intelligence

Caledonia Conservancy Ltd.

990 • Fiscal year 2016 • EIN 39-1822368

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

Organization ProfileWWW.CALEDONIACONSERVANCY.ORG
PO Box 044714Racine, WI 53404-7015

(262) 498-4993

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

61st percentile

4.7%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

33%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,154,318

Up $96,326 (+4.7%) from 2015

Net Assets

Up

$2,154,318

Up $99,579 (+4.8%) from 2015

Liabilities

Down

$0

Down $3,253 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

Up

$181,785

Up $45,108 (+33%) from 2015

Expenses

Down

$82,206

Down $3,589 (-4.2%) from 2015

Net Income

Up

$99,579

Up $48,697 (+96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,425,606Liabilities 2010: $0Net Assets 2010: $1,425,6062010Assets 2011: $1,580,469Liabilities 2011: $0Net Assets 2011: $1,580,4692011Assets 2012: $1,910,332Liabilities 2012: $1,077Net Assets 2012: $1,909,2552012Assets 2013: $1,920,128Liabilities 2013: $467Net Assets 2013: $1,919,6612013Assets 2014: $2,004,343Liabilities 2014: $486Net Assets 2014: $2,003,8572014Assets 2015: $2,057,992Liabilities 2015: $3,253Net Assets 2015: $2,054,7392015Assets 2016: $2,154,318Liabilities 2016: $0Net Assets 2016: $2,154,3182016Assets 2017: $2,175,831Liabilities 2017: $0Net Assets 2017: $2,175,8312017Assets 2018: $2,428,104Liabilities 2018: $75Net Assets 2018: $2,428,0292018Assets 2019: $2,695,306Liabilities 2019: $7,420Net Assets 2019: $2,687,8862019Assets 2020: $2,692,001Liabilities 2020: $553Net Assets 2020: $2,691,4482020Assets 2021: $2,718,557Liabilities 2021: $0Net Assets 2021: $2,718,5572021Assets 2022: $2,778,840Liabilities 2022: $0Net Assets 2022: $2,778,8402022Assets 2023: $2,920,642Liabilities 2023: $143,852Net Assets 2023: $2,776,7902023Assets 2024: $2,947,070Liabilities 2024: $121,842Net Assets 2024: $2,825,2282024

Highlighted filing

2016

Assets$2,154,318
Liabilities$0
Net Assets$2,154,318
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $29,3922010Expenses 2011: $39,2872011Expenses 2012: $40,7732012Revenue 2013: $49,256Expenses 2013: $38,850Net Income 2013: $10,4062013Revenue 2014: $147,652Expenses 2014: $63,456Net Income 2014: $84,1962014Revenue 2015: $136,677Expenses 2015: $85,795Net Income 2015: $50,8822015Revenue 2016: $181,785Expenses 2016: $82,206Net Income 2016: $99,5792016Revenue 2017: $100,540Expenses 2017: $79,027Net Income 2017: $21,5132017Revenue 2018: $336,995Expenses 2018: $84,797Net Income 2018: $252,1982018Revenue 2019: $347,383Expenses 2019: $87,526Net Income 2019: $259,8572019Revenue 2020: $110,849Expenses 2020: $107,287Net Income 2020: $3,5622020Revenue 2021: $105,421Expenses 2021: $78,312Net Income 2021: $27,1092021Revenue 2022: $142,998Expenses 2022: $82,715Net Income 2022: $60,2832022Revenue 2023: $101,116Expenses 2023: $103,672Net Income 2023: -$2,5562023Revenue 2024: $140,610Expenses 2024: $92,172Net Income 2024: $48,4382024

Highlighted filing

2016

Revenue$181,785
Expenses$82,206
Net Income$99,579
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$194,070
Mission and Program Overview

Mission

The mission of the organization is to protect the rural character of the village of caledonia, racine county, wisconsin.

Protect the rural character of the village of caledonia, racine county, wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,848,603$1,848,603→ $0
Cash and Non-Interest-Bearing Accounts$107,636$200,812▲ $93,176
Investments in Publicly Traded Securities$91,086$96,120▲ $5,034
Savings and Temporary Cash Investments$8,147$8,183▲ $36
Accounts Receivable$1,000$0▼ $1,000
Pledges and Grants Receivable$1,520$600▼ $920
Total Assets$2,057,992$2,154,318▲ $96,326
Liabilities
Accounts Payable and Accrued Expenses$3,253$0▼ $3,253
Total Liabilities$3,253$0▼ $3,253
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,610,376$1,610,587▲ $211
Unrestricted Net Assets$406,142$506,775▲ $100,633
Temporarily Rstr Net Assets$38,221$36,956▼ $1,265
Total Net Assets Fund Balance$2,054,739$2,154,318▲ $99,579
Total Liabilities and Net Assets / Fund Balance$2,057,992$2,154,318▲ $96,326

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,848,603-$1,848,603

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,819-▲ $211-$4,030
2015$3,846-▼ $27-$3,819
2014$3,726-▲ $120-$3,846
2013-$3,085▲ $641-$3,726
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Suzi ZiertenExecutive DirectorPT$23,400$23,400

Board Members and Trustees

NameTitle
Penny GriffithsPresident
Jill BaranowskiVice-president
Chuck KamakianDirector
Jennifer KanterDirector
Joe WeinzatlDirector
Karl ScheidtDirector
Marcia WensingDirector
Matt JohnsrudDirector
Maureen MartinezDirector
Sandy DewaltDirector
Wendy Mc CalvyDirector
Prescott BalchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$155,896
Program Service Revenue
$0
Investment Income
$5,070
Other Revenue
$20,819
All Other Contributions
$155,896
Change in Net Assets
$99,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,016
Salaries, Compensation, and Employee Benefits$25,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$23,400-$23,400
Advertising-$12,168-$12,168
Fees for Services Accounting-$6,665-$6,665
Office Expenses-$4,888-$4,888
All Other Expenses-$4,549-$4,549
Insurance-$3,984-$3,984
Other Expenses$6,020$3,239-$3,239
Payroll Taxes-$1,790-$1,790
Total Functional Expenses$17,323$64,883$0$82,206
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,104
Fundraising Direct Expenses$12,285
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$33,104$33,104$12,285$20,819
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Directors and members of the board of directors of caledonia conservancy ltd have the opportunity to review the federal form 990 before it is filed.”

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

“Directors and members of the board during board meetings refrain from voting on matters in which they have a conflict of interest.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Caledonia Conservancy Ltd
EIN
39-1822368
Phone
2624984993
Address
PO BOX 044714, RACINE, WI 53404-7015

Signing Officer

Name
Penny Griffiths
Title
President
Phone
2626390647
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Penny Griffiths
Formed
1995
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
150

Preparer

Firm
Maller Peterson LLC
Address
1614 OAKES ROAD, RACINE, WI 53406
Preparer
James C Small
Phone
2628989400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process. Finance committee and board of directors assume responsibility for oversight of the reviewed financial statements.”

Financial Statement Notes

PART II, LINE 3:

“There were two conservation trail easements acquired (ehrlich & neubauer).”

PART II, LINE 5:

“The conservancy has a monitoring policy and form that includes prompts to assess signage, walking and riding trails, picnic tables, information boxes, jumps, bridges, culverts, invasive species, and land use. A naturalist will write a monitoring report and forward it to the stewardship committee chairperson for review. A copy of the report will be forwarded to the landowner, the land trust's board president and secretary. The conservancy has an easement violation policy for assessing and addressing violations.”

PART II, LINE 9:

“There is no revenue earned in association with easements held by the conservancy. The conservancy holds a dedicated fund account for stewardship and defense of it's easements. The board of directors have designated $50,000 for the defense of fee lands and conservation easements as needed.”

PART V, LINE 4:

“Permanent endowment for the stewardship of the land trust.”

Raw XML AppendixShowing 400 of 460 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/OtherExpensesGrp/ManagementAndGeneralAmt13239
IRS990/OtherExpensesGrp/ProgramServicesAmt011303
IRS990/OtherExpensesGrp/ProgramServicesAmt16020
IRS990/OtherExpensesGrp/TotalAmt011303
IRS990/OtherExpensesGrp/TotalAmt16020
IRS990/OtherExpensesGrp/TotalAmt24200
IRS990/OtherExpensesGrp/TotalAmt33239
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01790
IRS990/PayrollTaxesGrp/TotalAmt01790
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01610376
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01610587
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01520
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0600
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PENNY GRIFFITHS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0106996
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020
IRS990/PYOtherExpensesAmt064265
IRS990/PYOtherRevenueAmt029661
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt050882
IRS990/PYSalariesCompEmpBnftPaidAmt021530
IRS990/PYTotalExpensesAmt085795
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0136677
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt099579
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08147
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0155846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0113547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0476976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02408
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0562
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011306
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0309
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0550
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0939
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63570
IRS990ScheduleA/PublicSupportPY170Pct00.72580
IRS990ScheduleA/PublicSupportTotal170Amt0310986
IRS990ScheduleA/SubstantialContributorsTotAmt0165990
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0155846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0113547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034776
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066120
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0476976
IRS990ScheduleA/TotalSupportAmt0489221
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03819
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04030
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0211
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03846
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03819
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-27
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03726
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03846
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0120
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03085
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0641
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt00
IRS990ScheduleD/HistoricStructureEasementsCnt00
IRS990ScheduleD/LandGrp/BookValueAmt01848603
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01848603
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/ProtectionNaturalHabitatInd0X
IRS990ScheduleD/Section170hRqrStsfdInd01
IRS990ScheduleD/StaffHoursSpentEnforcementCnt03000.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE WERE TWO CONSERVATION TRAIL EASEMENTS ACQUIRED (EHRLICH & NEUBAUER).
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CONSERVANCY HAS A MONITORING POLICY AND FORM THAT INCLUDES PROMPTS TO ASSESS SIGNAGE, WALKING AND RIDING TRAILS, PICNIC TABLES, INFORMATION BOXES, JUMPS, BRIDGES, CULVERTS, INVASIVE SPECIES, AND LAND USE. A NATURALIST WILL WRITE A MONITORING REPORT AND FORWARD IT TO THE STEWARDSHIP COMMITTEE CHAIRPERSON FOR REVIEW. A COPY OF THE REPORT WILL BE FORWARDED TO THE LANDOWNER, THE LAND TRUST'S BOARD PRESIDENT AND SECRETARY. THE CONSERVANCY HAS AN EASEMENT VIOLATION POLICY FOR ASSESSING AND ADDRESSING VIOLATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THERE IS NO REVENUE EARNED IN ASSOCIATION WITH EASEMENTS HELD BY THE CONSERVANCY. THE CONSERVANCY HOLDS A DEDICATED FUND ACCOUNT FOR STEWARDSHIP AND DEFENSE OF IT'S EASEMENTS. THE BOARD OF DIRECTORS HAVE DESIGNATED $50,000 FOR THE DEFENSE OF FEE LANDS AND CONSERVATION EASEMENTS AS NEEDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3PERMANENT ENDOWMENT FOR THE STEWARDSHIP OF THE LAND TRUST.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 3:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II, LINE 5:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART II, LINE 9:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART V, LINE 4:
IRS990ScheduleD/TotalAcreageCnt042.58
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01848603
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/WrittenPolicyMonitoringInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt033104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033104
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020819
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt012285
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012285
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS AND MEMBERS OF THE BOARD OF DIRECTORS OF CALEDONIA CONSERVANCY LTD HAVE THE OPPORTUNITY TO REVIEW THE FEDERAL FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS AND MEMBERS OF THE BOARD DURING BOARD MEETINGS REFRAIN FROM VOTING ON MATTERS IN WHICH THEY HAVE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE IN PROCESS. FINANCE COMMITTEE AND BOARD OF DIRECTORS ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE REVIEWED FINANCIAL STATEMENTS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt038221
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt036956
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02057992
IRS990/TotalAssetsEOYAmt02154318
IRS990/TotalAssetsGrp/BOYAmt02057992
IRS990/TotalAssetsGrp/EOYAmt02154318
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0155896
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017323
IRS990/TotalFunctionalExpensesGrp/TotalAmt082206
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03253
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03253
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02054739

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,154,318
Liabilities
$0
Net assets
$2,154,318
Revenue
$181,785
Expenses
$82,206
Net income
$99,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.12$2.83$0.14$0.09$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.14$2.78$0.10$0.10$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.14$0.08$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.11$0.08$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.11$0.11$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.01$2.69$0.35$0.09$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.34$0.08$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.10$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.18$0.08$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.05$0.14$0.09$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.15$0.06$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.92$0.00$1.92$0.05$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.03