Civic Intelligence

Carl W Nelson Charitable Trust

990PF • Fiscal year 2019 • EIN 39-1909929

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

Organization Profile
PO Box 131Mauston, WI 53948

(608) 562-3499

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-190%

Higher net margin than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$1,100

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-6.4%

Faster asset growth than 32% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$197,212

Down $13,411 (-6.4%) from 2018

Net Assets

Down

$197,212

Down $13,411 (-6.4%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin5th percentile

Revenue

Down

$7,046

Down $3,382 (-32%) from 2018

Expenses

Up

$20,457

Up $7,972 (+64%) from 2018

Net Income

Down

-$13,411

Down $11,354 (-552%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2010: $273,891Liabilities 2010: $0Net Assets 2010: $273,8912010Assets 2011: $270,802Liabilities 2011: $0Net Assets 2011: $270,8022011Assets 2012: $256,901Liabilities 2012: $02012Assets 2013: $223,843Liabilities 2013: $02013Assets 2014: $211,327Liabilities 2014: $1Net Assets 2014: $211,3272014Assets 2015: $215,815Liabilities 2015: $1Net Assets 2015: $215,8152015Assets 2016: $213,560Liabilities 2016: $0Net Assets 2016: $213,5602016Assets 2017: $212,680Liabilities 2017: $0Net Assets 2017: $212,6802017Assets 2018: $210,623Liabilities 2018: $0Net Assets 2018: $210,6232018Assets 2019: $197,212Liabilities 2019: $1Net Assets 2019: $197,2122019Assets 2020: $201,040Liabilities 2020: $1Net Assets 2020: $201,0402020Assets 2021: $191,224Liabilities 2021: $1Net Assets 2021: $191,2242021Assets 2022: $175,331Liabilities 2022: $1Net Assets 2022: $175,3312022

Highlighted filing

2019

Assets$197,212
Liabilities$1
Net Assets$197,212
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $11,7732010Expenses 2011: $12,8242011Revenue 2012: $13,239Expenses 2012: $15,162Net Income 2012: -$1,9232012Revenue 2013: -$15,054Expenses 2013: $18,004Net Income 2013: -$33,0582013Revenue 2014: $8,573Expenses 2014: $21,089Net Income 2014: -$12,5162014Revenue 2015: $15,910Expenses 2015: $11,422Net Income 2015: $4,4882015Revenue 2016: $9,668Expenses 2016: $11,923Net Income 2016: -$2,2552016Revenue 2017: $11,983Expenses 2017: $12,863Net Income 2017: -$8802017Revenue 2018: $10,428Expenses 2018: $12,485Net Income 2018: -$2,0572018Revenue 2019: $7,046Expenses 2019: $20,457Net Income 2019: -$13,4112019Revenue 2020: $20,002Expenses 2020: $16,174Net Income 2020: $3,8282020Revenue 2021: $26,606Expenses 2021: $36,422Net Income 2021: -$9,8162021Revenue 2022: $17,423Expenses 2022: $33,316Net Income 2022: -$15,8932022

Highlighted filing

2019

Revenue$7,046
Expenses$20,457
Net Income-$13,411
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORRINNA LEESEBERGTrustee-$1,100-$1,100
RAY FELDMANTrustee-$1,000-$1,000
THOMAS JODARSKITrustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Carl W Nelson Charitable Trust
EIN
39-1909929
Phone
6085623499
Address
PO BOX 131, MAUSTON, WI 53948

Signing Officer

Name
Ray Feldman
Title
Trustee
Phone
6085623499
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Mbe Cpas Llp
Address
803 N UNION STREET, MAUSTON, WI 53948
Preparer
Frank Vinopal CPA
Phone
6088471040
Raw XML Appendix347 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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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 131
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MAUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053948
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RAY FELDMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06085623499
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANIMAL CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OUTDOOR PRESERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARL NELSON ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OUTDOOR FOREVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 345
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1W4890 COUNTY RD N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MAUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MAUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053948
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153948
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01426
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013574
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt03193
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt03193
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04619
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013542
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013574
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01595
TaxesSchedule/TaxesDetail/Amt01595
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01595
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY FELDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06085623499
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL W NELSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0391909929
ReturnHeader/Filer/PhoneNum06085623499
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 131
ReturnHeader/Filer/USAddress/CityNm0MAUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053948
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F68ED60735690146391CDE2B8D88384D5F9665BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C25EC2008ED0526852D2627113172F137A31EE9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.230.111.82
ReturnHeader/FilingSecurityInformation/IPDt02020-09-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:07:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200794302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MBE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0803 N UNION STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053948
ReturnHeader/PreparerPersonGrp/PhoneNum06088471040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK VINOPAL CPA
ReturnHeader/ReturnTs02020-09-17T15:31:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,212
Liabilities
$1
Net assets
$197,212
Revenue
$7,046
Expenses
$20,457
Net income
-$13,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.17$0.33$0.16
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.91$0.00$1.91$0.27$0.36$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.20$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.07$0.20$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.10$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.12$0.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.10$0.12$0.02
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.16$0.00$2.16$0.16$0.11$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.09$0.21$0.13
2013Summary only. Only limited summary data is available for this year.$2.24$0.00$0.15$0.18$0.33
2012Summary only. Only limited summary data is available for this year.$2.57$0.00$0.13$0.15$0.02
2011Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.12