Civic Intelligence

Local 311 Charitable Tr

990EZ • Fiscal year 2014 • EIN 39-1933376

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization ProfileN/A
821 Williamson StMadison, WI 53703-3547

(608) 257-2030

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-7.9%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$54,273

Down $17,043 (-24%) from 2013

Net Assets

Down

$54,273

Down $17,043 (-24%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin12th percentile

Revenue

Down

$59,403

Down $5,089 (-7.9%) from 2013

Expenses

Up

$76,446

Up $7,226 (+10%) from 2013

Net Income

Down

-$17,043

Down $12,315 (-260%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$200K$150K$100K$50K$0Assets 2010: $48,361Net Assets 2010: $48,3612010Assets 2011: $68,704Net Assets 2011: $68,7042011Assets 2012: $76,044Net Assets 2012: $76,0442012Assets 2013: $71,316Liabilities 2013: $0Net Assets 2013: $71,3162013Assets 2014: $54,273Liabilities 2014: $0Net Assets 2014: $54,2732014Assets 2015: $55,679Liabilities 2015: $0Net Assets 2015: $55,6792015Assets 2016: $44,906Liabilities 2016: $0Net Assets 2016: $44,9062016Assets 2017: $35,131Liabilities 2017: $0Net Assets 2017: $35,1312017Assets 2018: $56,759Liabilities 2018: $1,530Net Assets 2018: $55,2292018Assets 2019: $105,681Liabilities 2019: $34,495Net Assets 2019: $71,1862019Assets 2020: $139,728Liabilities 2020: $46,757Net Assets 2020: $92,9712020Assets 2021: $199,662Liabilities 2021: $60,000Net Assets 2021: $139,6622021Assets 2022: $65,356Liabilities 2022: $60,000Net Assets 2022: $5,3562022Assets 2023: $62,126Liabilities 2023: $60,000Net Assets 2023: $2,1262023Assets 2024: $67,998Liabilities 2024: $60,000Net Assets 2024: $7,9982024

Highlighted filing

2014

Assets$54,273
Liabilities$0
Net Assets$54,273
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$400K$200K$0-$200KRevenue 2010: $53,758Expenses 2010: $48,800Net Income 2010: $4,9582010Revenue 2011: $48,856Expenses 2011: $28,513Net Income 2011: $20,3432011Revenue 2012: $57,097Expenses 2012: $49,757Net Income 2012: $7,3402012Revenue 2013: $64,492Expenses 2013: $69,220Net Income 2013: -$4,7282013Revenue 2014: $59,403Expenses 2014: $76,446Net Income 2014: -$17,0432014Revenue 2015: $58,642Expenses 2015: $57,236Net Income 2015: $1,4062015Revenue 2016: $81,662Expenses 2016: $92,435Net Income 2016: -$10,7732016Revenue 2017: $77,043Expenses 2017: $86,818Net Income 2017: -$9,7752017Revenue 2018: $119,100Expenses 2018: $99,828Net Income 2018: $19,2722018Revenue 2019: $84,441Expenses 2019: $66,910Net Income 2019: $17,5312019Revenue 2020: $66,734Expenses 2020: $44,950Net Income 2020: $21,7842020Revenue 2021: $143,949Expenses 2021: $98,758Net Income 2021: $45,1912021Revenue 2022: $186,472Expenses 2022: $339,358Net Income 2022: -$152,8862022Revenue 2023: $120,564Expenses 2023: $123,409Net Income 2023: -$2,8452023Revenue 2024: $136,942Expenses 2024: $131,070Net Income 2024: $5,8722024

Highlighted filing

2014

Revenue$59,403
Expenses$76,446
Net Income-$17,043
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Gross Receipts
$67,110
Mission and Program Overview

Mission

Organization to enable madison firefighters to help with many charitable causes.

To provide assisstance to distressed families and individuals who are in need due to unforseen hardship and/or distress

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE TO DISTRESSED FAMILIES AND INDIVIDUALS WHO ARE IN NEED DUE TO UNFORSEEN HARDSHIP AND/OR DISTRESS-$73,815
SEE PREVIOUS STMT-$2,631
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC MILLSTrusteePT$0--
BEN BARRETTTrusteePT$0--
BEN BARRETTTrusteePT$0--
SAM YACKELTrusteePT$0--
DAVID GUTHRIETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Local 311 Charitable Trust
EIN
39-1933376
Phone
6082572030
Address
821 WILLIAMSON ST, MADISON, WI 53703-3547

Signing Officer

Name
Eric Mills
Title
Tresurer
Phone
6082572030
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Kma Bodilly Cpas & Consultants Sc
Address
6200 GISHOLT DR STE 100, MONONA, WI 53713-4831
Preparer
Thomas a Brys
Phone
6082211685
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Union wear sales 3,536 total 3,536”

Form 990-ez, Part I, Line 16

“Expenses office 74 great wolf getaway 1,402 conferences/meetings 356 licensng 54 local 311 holiday party 1,494 burn camp 773 santa program 4,104 supplies 713 catholic multicultural ct 1,346 donations 57,185 union wear 8,200 total 75,701”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 4,074 equipment 0 0 total 0 4,074”

Form 990-ez, Part III

“To provide assisstance to distressed families and individuals who are in need due to unforseen hardship and/or distress”

Form 990-ez, Part III, Line 31

“SEE PREVIOUS STMT”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHARON MANOR
IRS990EZ/BooksInCareOfDetail/PhoneNum06082572030
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0821 WILLIAMSON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053703
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071316
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050199
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051010
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17043
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0745
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt071316
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054273
IRS990EZ/FundraisingGrossIncomeAmt012518
IRS990EZ/GrossReceiptsAmt067110
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071316
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054273
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071316
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054273
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEN BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BEN BARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAM YACKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID GUTHRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04074
IRS990EZ/OtherExpensesTotalAmt075701
IRS990EZ/OtherRevenueTotalAmt03536
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISSTANCE TO DISTRESSED FAMILIES AND INDIVIDUALS WHO ARE IN NEED DUE TO UNFORSEEN HARDSHIP AND/OR DISTRESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ASSISTANCE TO DISTRESSED FAMILIES AND INDIVIDUALS WHO ARE IN NEED DUE TO UNFORSEEN HARDSHIP AND/OR DISTRESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEE PREVIOUS STMT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073815
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07707
IRS990EZ/SpecialEventsNetIncomeLossAmt04811
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076446
IRS990EZ/TotalProgramServiceExpensesAmt076446
IRS990EZ/TotalRevenueAmt059403
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 70,568
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0245527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0228
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03536
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt012518
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt018095
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt033868
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02482
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016123
IRS990ScheduleA/OtherIncome170Grp/TotalAmt083086
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74660
IRS990ScheduleA/PublicSupportPY170Pct00.75190
IRS990ScheduleA/PublicSupportTotal170Amt0245527
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052901
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047712
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046779
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0245527
IRS990ScheduleA/TotalSupportAmt0328841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNION WEAR SALES 3,536 TOTAL 3,536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 74 GREAT WOLF GETAWAY 1,402 CONFERENCES/MEETINGS 356 LICENSNG 54 LOCAL 311 HOLIDAY PARTY 1,494 BURN CAMP 773 SANTA PROGRAM 4,104 SUPPLIES 713 CATHOLIC MULTICULTURAL CT 1,346 DONATIONS 57,185 UNION WEAR 8,200 TOTAL 75,701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 4,074 EQUIPMENT 0 0 TOTAL 0 4,074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE ASSISSTANCE TO DISTRESSED FAMILIES AND INDIVIDUALS WHO ARE IN NEED DUE TO UNFORSEEN HARDSHIP AND/OR DISTRESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE PREVIOUS STMT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC MILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRESURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082572030
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 311 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0391933376
ReturnHeader/Filer/PhoneNum06082572030
ReturnHeader/Filer/USAddress/AddressLine1Txt0821 WILLIAMSON ST
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537033547
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452904270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMA BODILLY CPAS & CONSULTANTS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06200 GISHOLT DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134831
ReturnHeader/PreparerPersonGrp/PhoneNum06082211685
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BRYS
ReturnHeader/ReturnTs02015-05-18T12:29:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,273
Liabilities
$0
Net assets
$54,273
Revenue
$59,403
Expenses
$76,446
Net income
-$17,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.68$0.60$0.08$1.37$1.31$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.60$0.02$1.21$1.23$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.60$0.05$1.86$3.39$1.53
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.60$1.40$1.44$0.99$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.47$0.93$0.67$0.45$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.34$0.71$0.84$0.67$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$1.19$1.00$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.77$0.87$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.82$0.92$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.59$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.59$0.76$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.64$0.69$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.76$0.57$0.50$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$0.49$0.29$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.54$0.49$0.05