Civic Intelligence

Carl W Nelson Charitable Trust

990PF • Fiscal year 2020 • EIN 39-1909929

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 04, 2021

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

78th percentile

$1,100

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

184%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$201,040

Up $3,828 (+1.9%) from 2019

Net Assets

Up

$201,040

Up $3,828 (+1.9%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin69th percentile

Revenue

Up

$20,002

Up $12,956 (+184%) from 2019

Expenses

Down

$16,174

Down $4,283 (-21%) from 2019

Net Income

Up

$3,828

Up $17,239 (+129%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2020

Assets$201,040
Liabilities$1
Net Assets$201,040
Open 2020 Filing

Operations Trend

Revenue Growth96th 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

2020

Revenue$20,002
Expenses$16,174
Net Income$3,828
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY FELDMANTrustee-$1,100-$1,100
CORRINNA LEESEBERGTrustee-$1,100-$1,100
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
2021-10-04
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 Appendix324 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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ReturnHeader/ReturnTs02021-10-14T08:17:21-05:00
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$201,040
Liabilities
$1
Net assets
$201,040
Revenue
$20,002
Expenses
$16,174
Net income
$3,828
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
2020Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.20$0.16$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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