Civic Intelligence

William D Connor Educational Fund

990PF • Fiscal year 2023 • EIN 39-6062183

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 13, 2024

Organization Profile
101 West 29th Street 101Marshfield, WI 54449

(715) 536-8787

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

655%

Higher net margin than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$600

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$473,810

Down $55,797 (-11%) from 2022

Net Assets

Down

$473,810

Down $55,797 (-11%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,690

Down $23,593 (-158%) from 2022

Expenses

Up

$48,272

Up $10,182 (+27%) from 2022

Net Income

Down

-$56,962

Down $33,775 (-146%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2011: $34,431Liabilities 2011: $02011Assets 2012: $32,543Liabilities 2012: $02012Assets 2013: $32,343Liabilities 2013: $02013Assets 2014: $31,168Liabilities 2014: $02014Assets 2015: $30,646Liabilities 2015: $02015Assets 2019: $188,245Liabilities 2019: $1Net Assets 2019: $188,2452019Assets 2020: $187,907Liabilities 2020: $1Net Assets 2020: $187,9072020Assets 2021: $563,798Liabilities 2021: $1Net Assets 2021: $563,7982021Assets 2022: $529,607Liabilities 2022: $1Net Assets 2022: $529,6072022Assets 2023: $473,810Liabilities 2023: $1Net Assets 2023: $473,8102023Assets 2024: $455,397Liabilities 2024: $0Net Assets 2024: $455,3972024

Highlighted filing

2023

Assets$473,810
Liabilities$1
Net Assets$473,810
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $13,663Expenses 2011: $13,755Net Income 2011: -$922011Revenue 2012: $14,304Expenses 2012: $16,192Net Income 2012: -$1,8882012Revenue 2013: $14,552Expenses 2013: $14,752Net Income 2013: -$2002013Revenue 2014: $14,753Expenses 2014: $15,928Net Income 2014: -$1,1752014Revenue 2015: $20,282Expenses 2015: $20,804Net Income 2015: -$5222015Revenue 2019: $7,897Expenses 2019: $28,223Net Income 2019: -$20,3262019Revenue 2020: $28,552Expenses 2020: $28,868Net Income 2020: -$3162020Revenue 2021: $411,504Expenses 2021: $35,613Net Income 2021: $375,8912021Revenue 2022: $14,903Expenses 2022: $38,090Net Income 2022: -$23,1872022Revenue 2023: -$8,690Expenses 2023: $48,272Net Income 2023: -$56,9622023Revenue 2024: $23,176Expenses 2024: $40,737Net Income 2024: -$17,5612024

Highlighted filing

2023

Revenue-$8,690
Expenses$48,272
Net Income-$56,962
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAWN MARIE DRACHManager/Trustee-$600-$600
Filing and Contact Details

Filer

Filer Name
William D Connor Educational Fund
EIN
39-6062183
Phone
7155368787
Address
101 WEST 29TH STREET 101, MARSHFIELD, WI 54449

Signing Officer

Name
Dawn Marie Drach
Title
Trustee
Phone
7155368787
Signed
2024-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
101 WEST 29TH STREET SUITE 101, MARSHFIELD, WI 54449-5250
Preparer
Jill R Wrensch Ea
Phone
7153871131
Raw XML Appendix348 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3STUDENT SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3STRATFORD HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 NORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1710 N COLUMBUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21401 E BECKER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3522 N THIRD AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARSHFIELD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354484
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0314
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030306
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030620
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028794
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030306
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06841
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt06841
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117
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TaxesSchedule/TaxesDetail/Amt157
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL PRIOR YEAR TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0233
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN MARIE DRACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07155368787
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM D CONNOR EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0396062183
ReturnHeader/Filer/PhoneNum07155368787
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 WEST 29TH STREET 101
ReturnHeader/Filer/USAddress/CityNm0MARSHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054449
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 WEST 29TH STREET SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0544495250
ReturnHeader/PreparerPersonGrp/PhoneNum07153871131
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL R WRENSCH EA
ReturnHeader/ReturnTs02024-07-08T08:28:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARIE DRACH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,810
Liabilities
$1
Net assets
$473,810
Revenue
-$8,690
Expenses
$48,272
Net income
-$56,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.23$0.41$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.09$0.48$0.57
2022Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.15$0.38$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$4.12$0.36$3.76
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.29$0.29$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.28$0.20
2015Summary only. Only limited summary data is available for this year.$0.31$0.00$0.20$0.21$0.01
2014Summary only. Only limited summary data is available for this year.$0.31$0.00$0.15$0.16$0.01
2013Summary only. Only limited summary data is available for this year.$0.32$0.00$0.15$0.15$0.00
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.14$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.14$0.14$0.00