Civic Intelligence

Hester Ann Harmon Trust Nect 1 St Wisc Tr Co

990PF • Fiscal year 2012 • EIN 39-6035602

Jun 01, 2011 to May 31, 2012 • Filed on Oct 10, 2012

Organization Profile
US Bank Na P O Box 204353201-9668
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,367,444

Flat from 2012

Net Assets

$2,367,444

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$146,547

Flat from 2012

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2011: $2,453,156Liabilities 2011: $0Net Assets 2011: $2,453,1562011Assets 2012: $2,367,444Liabilities 2012: $0Net Assets 2012: $2,367,4442012Assets 2012: $2,367,444Liabilities 2012: $12012Assets 2013: $2,340,768Liabilities 2013: $1Net Assets 2013: $2,340,7682013Assets 2014: $2,434,918Liabilities 2014: $1Net Assets 2014: $2,434,9182014Assets 2015: $2,389,170Liabilities 2015: $1Net Assets 2015: $2,389,1702015Assets 2016: $2,290,384Liabilities 2016: $1Net Assets 2016: $2,290,3842016Assets 2017: $2,495,287Liabilities 2017: $0Net Assets 2017: $2,495,2872017Assets 2018: $2,603,001Liabilities 2018: $0Net Assets 2018: $2,603,0012018Assets 2019: $2,574,859Liabilities 2019: $0Net Assets 2019: $2,574,8592019Assets 2020: $2,497,976Liabilities 2020: $1Net Assets 2020: $2,497,9762020Assets 2021: $2,419,183Liabilities 2021: $1Net Assets 2021: $2,419,1832021Assets 2022: $2,461,193Liabilities 2022: $1Net Assets 2022: $2,461,1932022Assets 2023: $2,416,367Liabilities 2023: $1Net Assets 2023: $2,416,3672023Assets 2024: $2,366,109Liabilities 2024: $1Net Assets 2024: $2,366,1092024Assets 2025: $2,484,861Liabilities 2025: $0Net Assets 2025: $2,484,8612025

Highlighted filing

2012

Assets$2,367,444
Liabilities$0
Net Assets$2,367,444
Open 2012 Filing

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $133,5492011Expenses 2012: $146,5472012Revenue 2012: $60,835Expenses 2012: $146,547Net Income 2012: -$85,7122012Revenue 2013: $112,598Expenses 2013: $139,112Net Income 2013: -$26,5142013Revenue 2014: $241,162Expenses 2014: $145,974Net Income 2014: $95,1882014Revenue 2015: $110,989Expenses 2015: $156,450Net Income 2015: -$45,4612015Revenue 2016: $60,977Expenses 2016: $159,763Net Income 2016: -$98,7862016Revenue 2017: $214,265Expenses 2017: $146,039Net Income 2017: $68,2262017Revenue 2018: $394,223Expenses 2018: $149,830Net Income 2018: $244,3932018Revenue 2019: $138,925Expenses 2019: $167,082Net Income 2019: -$28,1572019Revenue 2020: $79,407Expenses 2020: $156,024Net Income 2020: -$76,6172020Revenue 2021: $77,718Expenses 2021: $156,512Net Income 2021: -$78,7942021Revenue 2022: $218,656Expenses 2022: $176,643Net Income 2022: $42,0132022Revenue 2023: $138,971Expenses 2023: $183,799Net Income 2023: -$44,8282023Revenue 2024: $102,789Expenses 2024: $154,392Net Income 2024: -$51,6032024Revenue 2025: $282,287Expenses 2025: $163,534Net Income 2025: $118,7532025

Highlighted filing

2012

Revenue-
Expenses$146,547
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$34,306-$34,306
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRIENDSHIP HOUSESUPPORT OF OPERATIONSOPERATING FDNHARTLAND, WI, US$96,722
Filing and Contact Details

Filer

EIN
39-6035602
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01714
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss014018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0115375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm018868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0146547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome062547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses060835
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps018653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm018868
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss049825
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY02453156
IRS990PF/BalanceSheets/CapitalStockEOY02367444
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0303368
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0152583
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0157205
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0720251
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0678142
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0771420
IRS990PF/BalanceSheets/InvestmentsOtherBOY01396754
IRS990PF/BalanceSheets/InvestmentsOtherEOY01520642
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01383298
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY032783
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY016077
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV016077
IRS990PF/BalanceSheets/TotalAssetsBOY02453156
IRS990PF/BalanceSheets/TotalAssetsEOY02367444
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02328000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02453156
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02367444
IRS990PF/BalanceSheets/TotalNetAssetsBOY02453156
IRS990PF/BalanceSheets/TotalNetAssetsEOY02367444
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome08947
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis07210
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112023
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26927
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis312091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis45037
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis52104
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis68343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis710359
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis99577
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1114532
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1350450
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis149970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis156760
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1814599
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1950000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2050000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis211713
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis224736
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2351447
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42006-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52007-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132007-05-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162011-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172011-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired192005-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired202010-02-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired212011-01-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired222011-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired232008-03-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-06-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-06-09

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,367,444
Liabilities
$0
Net assets
$2,367,444
Revenue
-
Expenses
$146,547
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.28$0.16$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.10$0.15$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.14$0.18$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.22$0.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.08$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.08$0.16$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.39$0.15$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.21$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.06$0.16$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.16$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.24$0.15$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.14$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.15
2012Summary only. Only limited summary data is available for this year.$2.37$0.00$0.06$0.15$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.13