Civic Intelligence

Local 311 Charitable Tr

990EZ • Fiscal year 2012 • EIN 39-1933376

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 11, 2013

Organization ProfileWWW.LOCAL311.ORG
821 Williamson Street53703
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$76,044

Up $7,340 (+11%) from 2011

Net Assets

Up

$76,044

Up $7,340 (+11%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$57,097

Up $8,241 (+17%) from 2011

Expenses

Up

$49,757

Up $21,244 (+75%) from 2011

Net Income

Down

$7,340

Down $13,003 (-64%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2012

Assets$76,044
Liabilities-
Net Assets$76,044
Open 2012 Filing

Operations Trend

Revenue Growth70th 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

2012

Revenue$57,097
Expenses$49,757
Net Income$7,340
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 11, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
39-1933376
Raw XML Appendix168 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
CompensationExplanation/Compensation/PersonName0ALLEN SCHMID
CompensationExplanation/Compensation/PersonName1ERIC MILLS
CompensationExplanation/Compensation/PersonName2BEN BARRETT
CompensationExplanation/Compensation/PersonName3KEVIN SHERRY
CompensationExplanation/Compensation/PersonName4SAM YACKEL
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY068704
IRS990EZ/CashSavingsAndInvestments/EOY076044
IRS990EZ/ContributionsGiftsGrantsEtc047125
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear07340
IRS990EZ/FeesAndOthPymtToIndContractors0750
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome033868
IRS990EZ/GrossReceipts082616
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome046
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY068704
IRS990EZ/NetAssetsOrFundBalancesBOY068704
IRS990EZ/NetAssetsOrFundBalances/EOY076044
IRS990EZ/NetAssetsOrFundBalancesEOY076044
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition45.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ALLEN SCHMID
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ERIC MILLS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2BEN BARRETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3KEVIN SHERRY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4SAM YACKEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal049007
IRS990EZ/OtherRevenueTotal01577
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE ASSISSTANCE TO DISTRESSED FAMILIES AND INDIVIDUALS WHO ARE IN NEED DUE TO UNFORSEEN HARDSHIP AND/OR DISTRESS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0TO PROVIDE ASSISTANCE TO DISTRESSED FAMILIES AND INDIVIDUALS WHO ARE IN NEED DUE TO UNFORSEEN HARDSHIP AND/OR DISTRESS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SEE PREVIOUS STMT
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses046525
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses13232
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses025519
IRS990EZ/SpecialEventsNetIncomeLoss08349
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine103206 CROSS STREET
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MADISON
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053711
IRS990EZ/TheBooksAreInCareOf/NamePerson0JAMES AHN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06082311268
IRS990EZ/TotalAssets/BOY068704
IRS990EZ/TotalAssets/EOY076044
IRS990EZ/TotalExpenses049757
IRS990EZ/TotalProgramServiceExpenses049757
IRS990EZ/TotalRevenue057097
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear047125
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year047712
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years046779
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years058212
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years041330
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0241158
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear046
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year046
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years046
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years046
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years058
IRS990ScheduleA/GrossInvestmentIncome170/Total0242
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc01577
IRS990ScheduleA/OtherIncome170/CurrentTaxYear033868
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year02482
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years016123
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years012595
IRS990ScheduleA/OtherIncome170/Total065068
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.78690
IRS990ScheduleA/PublicSupportPertcentPriorYear00.88110
IRS990ScheduleA/PublicSupportTotal1700241158
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear047125
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year047712
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years046779
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years058212
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years041330
IRS990ScheduleA/Total170/Total0241158
IRS990ScheduleA/TotalSupport0306468
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents025519
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1033643
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal033643
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1033643
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents033643
IRS990ScheduleG/EventsInformation/NameOfEvent10GOLF OUTING
IRS990ScheduleG/EventsInformation/NetIncomeSummary08124
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1025519
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents025519
IRS990ScheduleO/GeneralExplanation/Explanation0UNION WEAR SALES 1,577 TOTAL 1,577
IRS990ScheduleO/GeneralExplanation/Explanation1EXPENSES OFFICE 815 GREAT WOLF GETAWAY 1,603 LICENSNG 64 LOCAL 311 HOLIDAY PARTY 1,674 BURN CAMP 988 SANTA PROGRAM 313 MOVIN OUT 4,513 MEALS 42 DONATIONS 35,418 UNION WEAR 3,577 TOTAL 49,007
IRS990ScheduleO/GeneralExplanation/Explanation2EQUIPMENT 0 0 TOTAL 0 0
IRS990ScheduleO/GeneralExplanation/Explanation3TO PROVIDE ASSISSTANCE TO DISTRESSED FAMILIES AND INDIVIDUALS WHO ARE IN NEED DUE TO UNFORSEEN HARDSHIP AND/OR DISTRESS
IRS990ScheduleO/GeneralExplanation/Explanation4SEE PREVIOUS STMT
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/Identifier4ALL OTHER ACCOMPLISHMENT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0391933376
ReturnHeader/Filer/Name/BusinessNameLine10LOCAL 311 CHARITABLE TRUST
ReturnHeader/Filer/NameControl0LOCA
ReturnHeader/Filer/Phone06082572030
ReturnHeader/Filer/USAddress/AddressLine10821 WILLIAMSON STREET
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053703
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-11
ReturnHeader/Officer/Name0ERIC MILLS
ReturnHeader/Officer/Phone06082572030
ReturnHeader/Officer/Title0TRESURER
ReturnHeader/Preparer/DatePrepared02013-06-27
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MADISON BOOKKEEPING & TAX SERVICE INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106200 GISHOLT DRIVE SUITE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MADISON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053713
ReturnHeader/Preparer/Name0THOMAS A BRYS
ReturnHeader/Preparer/Phone06082211685
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-27T12:47:34-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$76,044
Liabilities
-
Net assets
$76,044
Revenue
$57,097
Expenses
$49,757
Net income
$7,340
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