Civic Intelligence

George Kress Foundation

990PF • Fiscal year 2020 • EIN 39-6050768

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$18,078,634

Up $2,306,422 (+15%) from 2019

Net Assets

Up

$18,078,634

Up $2,306,422 (+15%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$5,957,073

Up $2,104,375 (+55%) from 2019

Expenses

Down

$3,651,420

Down $334,636 (-8.4%) from 2019

Net Income

Up

$2,305,653

Up $2,439,011 (+1829%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2020

Assets$18,078,634
Liabilities$1
Net Assets$18,078,634
Open 2020 Filing

Operations Trend

Revenue Growth88th 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

2020

Revenue$5,957,073
Expenses$3,651,420
Net Income$2,305,653
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE HANSENPresidentFT$0--
WILLIAM KRESSTrustee-$0--
MARILYN SWANSONTrustee-$0--
INGRID KRESSTrustee-$0--
TERRY SWANSONTrustee-$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
President
Phone
9204335192
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
PO BOX 7398, MADISON, WI 53707-7398
Preparer
Steven Steger
Phone
6082496622
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BANK OF AMERICA CORP COM 060505-10-4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BERKSHIRE HATHAWAY INC CL B COM 084670-70-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BLACKROCK INC COM 09247X-10-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISCOVER FINANCIAL SERVICES COM 254709-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JPMORGAN CHASE & CO COM 46625H-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22T ROWE PRICE GROUP INC COM 74144T-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ABBOTT LABS COM 002824-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24AMGEN INC COM 031162-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BOSTON SCIENTIFIC CORP COM 101137-10-7
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BRISTOL-MYERS SQUIBB CO COM 110122-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CIGNA CORP COM 125523-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28IQVIA HOLDINGS INC COM 46266C-10-5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MERCK & CO INC NEW COM 58933Y-10-5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30THERMO FISHER SCIENTIFIC INC 883556-10-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VERTEX PHARMACEUTICALS INC COM 92532F-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32APPLE INC COM 037833-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33FIDELITY NATL INFO SVCS INC COM 31620M-10-6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FISERV INC COM 337738-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTEL CORP COM 458140-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36LAM RESEARCH CORP COM 512807-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MASTERCARD INC CL A COM 57636Q-10-4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MICROSOFT CORP COM 594918-10-4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SERVICENOW INC COM 81762P-10-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EATON CORP PLC ORD G29183-10-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42L3 HARRIS TECHNOLOGIES INC COM 502431-10-9
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NORTHROP GRUMMAN CORP COM 666807-10-2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44UNION PAC CORP COM 907818-10-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NEXTERA ENERGY INC COM 65339F-10-1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46XCEL ENERGY INC COM 98389B-10-0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VANGUARD REAL ESTATE ETF 922908-55-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INVESCO OPPENHEIMER DEVELOPING MARKETS FUND - R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BAIRD MIDCAP FUND-INST 057071-81-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DODGE AND COX FDS INTL STOCK FD 256206-10-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51AM FUNDS EUROPACIFIC GROWTH FUND F-3
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JANUS HENDERSON SMALL CAP VAL FUND N 47103D-72-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TIF INTERNATIONAL EQUITY SER FUND PRIMARY SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VANGUARD TOTAL MKT INX ADM 922908-72-8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VIRTUS CEREDEX MID-CAP VALUE EQUITY FUND - R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WASATCH SMALL CAP GROWTH FUND - INST 936793-67-8
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0205117
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0206428
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0403814
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0432204
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0957073
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0957073
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02360
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02360
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0590692
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03568110
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03568110
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0359868
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0366381
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02305653
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05737556
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0590692
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0874287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt073913
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt073913
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03568110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt076273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03651420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0950560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05957073
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt076273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02165083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12981781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-87450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1545632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2132510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-87450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1545632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2132510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02077633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13527413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2132510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES-ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES-LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0590692
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02305653
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03731
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04500
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018082365
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015772212
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018078634
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0914161
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0909661
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0914161
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0921814
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt04500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012153
IRS990PF/DistributableAmountGrp/TotalTaxAmt012153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07718
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04435
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07718
IRS990PF/FMVAssetsEOYAmt023088056
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015772212
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt018078634
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08914
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013377
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013377
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07525636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt09557374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt09873575
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07056850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07618076
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012281596
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0326207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0280876
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0280876
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015772212
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018078634
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023088056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015772212
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018078634
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015772212
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018078634
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0854605
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0608931
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0638632
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018717029
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0384192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018332837
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0280755
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0921814
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018436274
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018717029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ASSOCIATED TRUST COMPANY NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt073913
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/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,078,634
Liabilities
$1
Net assets
$18,078,634
Revenue
$5,957,073
Expenses
$3,651,420
Net income
$2,305,653
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