Civic Intelligence

George Kress Foundation

990PF • Fiscal year 2019 • EIN 39-6050768

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 08, 2020

Organization Profile
PO Box 19017Green Bay, WI 54301-9017

(920) 433-5192

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

28th percentile

-3.5%

Higher net margin than 28% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

30th percentile

-0.8%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-1.2%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$15,772,212

Down $127,779 (-0.8%) from 2018

Net Assets

$15,772,212

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin28th percentile

Revenue

Down

$3,852,698

Down $45,885 (-1.2%) from 2018

Expenses

Down

$3,986,056

Down $953,412 (-19%) from 2018

Net Income

Up

-$133,358

Up $907,527 (+87%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$30M$20M$10M$0Assets 2011: $11,277,399Liabilities 2011: $02011Assets 2012: $12,875,703Liabilities 2012: $02012Assets 2013: $13,757,042Liabilities 2013: $02013Assets 2014: $12,534,200Liabilities 2014: $02014Assets 2015: $17,124,846Liabilities 2015: $02015Assets 2018: $15,899,991Liabilities 2018: $02018Assets 2019: $15,772,212Liabilities 2019: $1Net Assets 2019: $15,772,2122019Assets 2020: $18,078,634Liabilities 2020: $1Net Assets 2020: $18,078,6342020Assets 2021: $16,080,429Liabilities 2021: $1Net Assets 2021: $16,080,4292021Assets 2022: $17,231,002Liabilities 2022: $1Net Assets 2022: $17,231,0022022Assets 2023: $18,381,724Liabilities 2023: $1Net Assets 2023: $18,381,7242023Assets 2024: $20,005,842Liabilities 2024: $0Net Assets 2024: $20,005,8422024

Highlighted filing

2019

Assets$15,772,212
Liabilities$1
Net Assets$15,772,212
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,145,745Expenses 2011: $1,941,993Net Income 2011: $3,203,7522011Revenue 2012: $3,528,172Expenses 2012: $1,936,732Net Income 2012: $1,591,4402012Revenue 2013: $3,678,408Expenses 2013: $2,801,149Net Income 2013: $877,2592013Revenue 2014: $1,230,365Expenses 2014: $2,426,530Net Income 2014: -$1,196,1652014Revenue 2015: $6,662,944Expenses 2015: $2,118,945Net Income 2015: $4,543,9992015Revenue 2018: $3,898,583Expenses 2018: $4,939,468Net Income 2018: -$1,040,8852018Revenue 2019: $3,852,698Expenses 2019: $3,986,056Net Income 2019: -$133,3582019Revenue 2020: $5,957,073Expenses 2020: $3,651,420Net Income 2020: $2,305,6532020Revenue 2021: $1,363,065Expenses 2021: $3,356,335Net Income 2021: -$1,993,2702021Revenue 2022: $4,731,254Expenses 2022: $3,572,954Net Income 2022: $1,158,3002022Revenue 2023: $4,879,365Expenses 2023: $3,720,125Net Income 2023: $1,159,2402023Revenue 2024: $6,391,614Expenses 2024: $4,765,329Net Income 2024: $1,626,2852024

Highlighted filing

2019

Revenue$3,852,698
Expenses$3,986,056
Net Income-$133,358
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 8, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN KRESSPresident-$0--
WILLIAM KRESSTrustee-$0--
MARILYN SWANSONTrustee-$0--
INGRID KRESSTrustee-$0--
TERRY SWANSONTrustee-$0--
MICHELLE HANSENFoundation DirectorFT$0--
Filing and Contact Details

Filer

Filer Name
George Kress Foundation Inc
EIN
39-6050768
Phone
9204335192
Address
PO BOX 19017, GREEN BAY, WI 54301-9017

Signing Officer

Name
Michelle Hansen
Title
Foundation Director
Phone
9204335192
Signed
2020-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
PO BOX 7398, MADISON, WI 53707-7398
Preparer
Steven Steger
Phone
6082496622
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EXXON MOBIL CORP COM 30231G-10-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41OCCIDENTAL PETE CORP COM 674599-10-5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PHILLIPS 66 COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ALLSTATE CORP COM 020002-10-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44AMERIPRISE FINANCIAL INC COM 03076C-10-6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45BANK OF AMERICA CORP COM 060505-10-4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46BERKSHIRE HATHAWAY INC CL B COM 084670-70-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47BLACKROCK INC COM 09247X-10-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DISCOVER FINANCIAL SERVICES COM 254709-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JPMORGAN CHASE & CO COM 46625H-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50T ROWE PRICE GROUP INC COM 74144T-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51BOSTON SCIENTIFIC CORP COM 101137-10-7
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CIGNA CORP COM 125523-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CVS HEALTH CORP COM 126650-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54DANAHER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON COM 478160-10-4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PFIZER INC COM 717081-10-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57STRYKER CORP COM 863667-10-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58THERMO FISHER SCIENTIFIC INC 883556-10-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNITEDHEALTH GROUP INC COM 91324P-10-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60ANALOG DEVICES INC COM 032654-10-5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61APPLE INC COM 037833-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FIDELITY NATL INFO SVCS INC COM 31620M-10-6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63FISERV INC COM 337738-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LAM RESEARCH CORP COM 512807-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MASTERCARD INC CL A COM 57636Q-10-4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MICROSOFT CORP COM 594918-10-4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SERVICENOW INC COM 81762P-10-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68EATON CORP PLC ORD G29183-10-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNION PAC CORP COM 907818-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71UNITED TECHNOLOGIES CORP COM 913017-10-9
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72XCEL ENERGY INC COM 98389B-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73INVESCO OPPENHEIMER DEVELOPING MARKETS FUND - R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74BAIRD MIDCAP FUND-INST 057071-81-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75DODGE AND COX FDS INTL STOCK FD 256206-10-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76AM FUNDS EUROPACIFIC GROWTH FUND F-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77JANUS HENDERSON SMALL CAP VAL FUND N 47103D-72-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78T ROWE PRICE BLUE CHIP GROWTH FUND - I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79TIF INTERNATIONAL EQUITY SER FUND PRIMARY SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD INDEX TR 500 ADMIRAL SHS 922908-71-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WASATCH SMALL CAP GROWTH FUND - INST 936793-67-8
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0360928
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0852698
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0491770
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03902074
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03902074
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0351109
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0360928
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-133358
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05294310
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0491770
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0763933
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt069239
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt069239
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01507
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03902110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt078946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03986056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0842879
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03852698
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt078946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01328280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13474260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0205336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1178529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2107905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0205336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1178529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2107905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01533616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13652789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2107905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0491770
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-133358
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05579
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015772212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015899991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015772212
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0848328
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0848328
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0848328
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0855967
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07639
IRS990PF/DistributableAmountGrp/TotalTaxAmt07639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08357
IRS990PF/FMVAssetsEOYAmt019065909
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015899991
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015772212
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08985
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08914
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08914
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015053098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015437091
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018730788
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0837908
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0326207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0326207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015899991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015772212
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019065909
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015899991
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015772212
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015899991
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015772212
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017380036
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0521399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016858637
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0260701
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0855967
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017119335
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017380036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ASSOCIATED TRUST COMPANY NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt069239
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 12800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0GREEN BAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd054307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,772,212
Liabilities
$1
Net assets
$15,772,212
Revenue
$3,852,698
Expenses
$3,986,056
Net income
-$133,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$6.39$4.77$1.63
2023Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$4.88$3.72$1.16
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$4.73$3.57$1.16
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.36$3.36$1.99
2020Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$5.96$3.65$2.31
2019Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$3.85$3.99$0.13
2018Summary only. Only limited summary data is available for this year.$15.9$0.00$3.90$4.94$1.04
2015Summary only. Only limited summary data is available for this year.$17.1$0.00$6.66$2.12$4.54
2014Summary only. Only limited summary data is available for this year.$12.5$0.00$1.23$2.43$1.20
2013Summary only. Only limited summary data is available for this year.$13.8$0.00$3.68$2.80$0.88
2012Summary only. Only limited summary data is available for this year.$12.9$0.00$3.53$1.94$1.59
2011Summary only. Only limited summary data is available for this year.$11.3$0.00$5.15$1.94$3.20