Civic Intelligence

Francis F Carnes Education Charitable Tr

990PF • Fiscal year 2013 • EIN 39-1968680

Feb 01, 2012 to Jan 31, 2013 • Filed on Jun 10, 2013

316 North Main StJefferson, WI 53551
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

25th percentile

-8.9%

Higher net margin than 25% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$1,038,436

Down $3,315 (-0.3%) from 2012

Net Assets

Down

$1,038,436

Down $3,315 (-0.3%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue

$34,896

No earlier filing loaded for comparison.

Expenses

Down

$37,995

Down $1,015 (-2.6%) from 2012

Net Income

-$3,099

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,037,346Liabilities 2011: $0Net Assets 2011: $1,037,3462011Assets 2012: $1,041,751Liabilities 2012: $0Net Assets 2012: $1,041,7512012Assets 2013: $1,038,436Liabilities 2013: $1Net Assets 2013: $1,038,4362013Assets 2014: $1,034,398Liabilities 2014: $0Net Assets 2014: $1,034,3982014Assets 2015: $1,019,747Liabilities 2015: $0Net Assets 2015: $1,019,7472015Assets 2016: $1,028,145Liabilities 2016: $0Net Assets 2016: $1,028,1452016Assets 2017: $1,026,477Liabilities 2017: $0Net Assets 2017: $1,026,4772017Assets 2018: $1,033,894Liabilities 2018: $0Net Assets 2018: $1,033,8942018Assets 2019: $1,039,464Liabilities 2019: $0Net Assets 2019: $1,039,4642019Assets 2020: $1,041,882Liabilities 2020: $0Net Assets 2020: $1,041,8822020Assets 2021: $1,049,698Liabilities 2021: $0Net Assets 2021: $1,049,6982021Assets 2023: $1,036,022Liabilities 2023: $0Net Assets 2023: $1,036,0222023Assets 2024: $1,013,891Liabilities 2024: $0Net Assets 2024: $1,013,8912024Assets 2025: $1,023,894Liabilities 2025: $0Net Assets 2025: $1,023,8942025

Highlighted filing

2013

Assets$1,038,436
Liabilities$1
Net Assets$1,038,436

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2011: $34,6882011Expenses 2012: $39,0102012Revenue 2013: $34,896Expenses 2013: $37,995Net Income 2013: -$3,0992013Revenue 2014: $34,312Expenses 2014: $37,775Net Income 2014: -$3,4632014Revenue 2015: $28,042Expenses 2015: $42,115Net Income 2015: -$14,0732015Revenue 2016: $44,859Expenses 2016: $36,049Net Income 2016: $8,8102016Revenue 2017: $44,404Expenses 2017: $45,859Net Income 2017: -$1,4552017Revenue 2018: $47,174Expenses 2018: $39,312Net Income 2018: $7,8622018Revenue 2019: $47,232Expenses 2019: $41,190Net Income 2019: $6,0422019Revenue 2020: $46,804Expenses 2020: $43,914Net Income 2020: $2,8902020Revenue 2021: $48,085Expenses 2021: $39,801Net Income 2021: $8,2842021Revenue 2023: $44,543Expenses 2023: $60,125Net Income 2023: -$15,5822023Revenue 2024: $45,082Expenses 2024: $47,202Net Income 2024: -$2,1202024Revenue 2025: $48,889Expenses 2025: $38,221Net Income 2025: $10,6682025

Highlighted filing

2013

Revenue$34,896
Expenses$37,995
Net Income-$3,099
Jump To
Filing Snapshot
Filing Period
Feb 1, 2012 to Jan 31, 2013
Signed
Jun 10, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERIE L MILLERTrustee-$0--
DAVID WESTRICKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-scholarshipcollegeMADISON, WI, US$4,000
Paid Grant-scholarshipcollegeMADISON, WI, US$4,000
Paid Grant-scholarshipcollegeST PAUL, MN, US$4,000
Paid Grant-scholarshipcollegeHOUGHTON, MI, US$3,000
Paid Grant-scholarshipcollegeMINNEAPOLIS, MN, US$3,000
Paid Grant-scholarshipcollegeMILWAUKEE, WI, US$2,000
Paid Grant-scholarshipcollegeMADISON, WI, US$2,000
Paid Grant-scholarshipcollegeTULSA, OK, US$2,000
Paid Grant-scholarshipcollegeOSHKOSH, WI, US$2,000
Paid Grant-scholarshipcollegeMADISON, WI, US$1,500
Paid Grant-scholarshipcollegeKENOSHA, WI, US$1,000
Paid Grant-scholarshipcollegeDEPERE, WI, US$1,000
Filing and Contact Details

Filer

EIN
39-1968680
Raw XML Appendix370 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
AccountingFeesSchedule/AccountingFees/Amount04500
AccountingFeesSchedule/AccountingFees/Category0C L Miller CPA acctg/tax
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0525920
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode025
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount034432
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/BusinessCode0525920
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode025
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/UnrelatedBusinessIncomeAmount0464
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount034896
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA034896
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm04500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss04500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps029500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss029500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm034432
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss034432
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-3099
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0464
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0464
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm02300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss02300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome028096
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblPrps0195
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss0195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps034195
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm06800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss037995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome034896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses034896
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps04695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm06800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss08495
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss01500
IRS990PF/BalanceSheets/CashEOY03182
IRS990PF/BalanceSheets/CashEOYFMV03182
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0650000
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY01005000
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV01005000
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY01041751
IRS990PF/BalanceSheets/RetainedEarningsEOY01038436
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0391751
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY030254
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV030254
IRS990PF/BalanceSheets/TotalAssetsBOY01041751
IRS990PF/BalanceSheets/TotalAssetsEOY01038436
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01038436
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01041751
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01038436
IRS990PF/BalanceSheets/TotalNetAssetsBOY01041751
IRS990PF/BalanceSheets/TotalNetAssetsEOY01038436
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3099
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0216
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01038652
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01041751
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01038436
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted048972
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj048972
IRS990PF/DistributableAmount/DistributableAmountBeforeDed048972
IRS990PF/DistributableAmount/MinimumInvestmentReturn049534
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0562
IRS990PF/DistributableAmount/TotalTax0562
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0562
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment013
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0562
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0562
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0575
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01038436
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01005766
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0766
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01005000
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable015086
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn049534
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0990680
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01005766
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CHERIE L MILLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID WESTRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10316 N MAIN ST LAKE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1193 N MAIN ST FORT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ATKINSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053551
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153538
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct034328
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets034047
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.034367
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.039113
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.034937
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.028343
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.035318
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.034123
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0990680
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10987788
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20992865
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30983039
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40968565
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50922403
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0281
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions034195
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1038635
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2034688
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3027862
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4034208
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5031475
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.171834
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions034195
IRS990PF/QualifyingDistributions/ExpensesAndContributions034195
IRS990PF/QualifyingDistributions/QualifyingDistributions034195
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0CHERIE L MILLER TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09206484456
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10316 N MAIN ST LAKE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILLS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053551
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICANTS MUST COMPLETE THE FRANCIS F CARNES EDUCATION CHARITABLE TRUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials1SCHOLARSHIP APPLICATION FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CHERIE L MILLER TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName1FRANCIS F CARNES EDUCATION CHARITAB
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09206484456
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber19206484456
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10316 NORTH MAIN STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine11316 NORTH MAIN ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0LAKE MILLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City1LAKE MILLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053551
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode153551
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0ATTEND 1 OF 5 JEFF CO HIGH SCHOOLS:JEFFERSON,FORT ATKINSON,WATERLOO,LAKE MILLS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards1& JOHNSON CREEK. GPA 2.75 OR HIGHER. JEFF CO RESIDENT ALL 4 YRS OF HIGH SCHOOL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MARCH 31 EACH YEAR
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount44000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount93000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount103000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount114000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11scholarship
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11college
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0UW MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1MILWAUKEE SCHOOL OF ENGINEERING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2UW MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3UW MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4UW MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5ORAL ROBERTS UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6UW OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7UW PARKSIDE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8ST NORBERTS COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9MICHIGAN TECHNOLOGICAL UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10UNIVERSITY OF MINNESOTA TWIN CITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11NORTHWESTERN COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10FOR ETHAN MASSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11KARL HUNT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12FOR COURTNEY JACKSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13FOR MICHAEL LANDOWSKI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14FOR SAM KRESSIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15FOR DAVID JONES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16FOR RUGER ROEHL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17FOR MEGAN CUMMINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18FOR DYLAN SMITH CAYO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19FOR JONATHON CORONEOS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110FOR HALEY MADDEROM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111FOR STEPHAN JOHNSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5TULSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6OSHKOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7KENOSHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8DEPERE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9HOUGHTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053715
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253715
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353715
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453715
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode574171
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode654901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode753141
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode854115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode949931
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1055455
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1155113
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear029500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted048972
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1039010
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2034688
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3027862
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4034208
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5019314
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5019314
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0169963
IRS990PF/UndistributedIncome/ExcessFromCurrentYear034195
IRS990PF/UndistributedIncome/ExcessFromYear1039010
IRS990PF/UndistributedIncome/ExcessFromYear2034688
IRS990PF/UndistributedIncome/ExcessFromYear3027862
IRS990PF/UndistributedIncome/ExcessFromYear4034208
IRS990PF/UndistributedIncome/QualifyingDistributions034195
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus034195
IRS990PF/UndistributedIncome/TaxableAmount2048640
IRS990PF/UndistributedIncome/TotalCorpus0189277
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0155082
IRS990PF/UndistributedIncome/UndistributedIncomeCY048972
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear048640
LegalFeesSchedule/LegalFees/Amount02300
LegalFeesSchedule/LegalFees/Category0Rogers & Westrick SC legal consulting
OtherDecreasesSchedule/OtherDecreases/Amount0216
OtherDecreasesSchedule/OtherDecreases/Description0Excise tax paid
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0391968680
ReturnHeader/Filer/Name/BusinessNameLine10FRANCIS F CARNES EDUCATION CHARITABLE TRUST
ReturnHeader/Filer/NameControl0FRAN
ReturnHeader/Filer/Phone09206484456
ReturnHeader/Filer/USAddress/AddressLine10316 NORTH MAIN ST
ReturnHeader/Filer/USAddress/City0LAKE MILLS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053551
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-10
ReturnHeader/Officer/Name0CHERIE L MILLER
ReturnHeader/Officer/Phone09206484456
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-06-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CHERIE L MILLER CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10316 N MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKE MILLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053551
ReturnHeader/Preparer/Name0CHERIE L MILLER
ReturnHeader/Preparer/Phone09206484456
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-02-01
ReturnHeader/TaxPeriodEndDate02013-01-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-17T10:18:19-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.04$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.06$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.05$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.04$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.05$0.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.05$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.04$0.05$0.00
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.03$0.00$1.03$0.04$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.04$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.03