Civic Intelligence

B a Mason Trust

990PF • Fiscal year 2021 • EIN 39-6075816

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 23, 2022

Organization Profile
1251 First AvenueChippewa Falls, WI 54729

(715) 723-1871

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

87th percentile

59%

Higher net margin than 87% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$20,989

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

49th percentile

6.8%

Faster asset growth than 49% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

93%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,994,134

Up $317,318 (+6.8%) from 2020

Net Assets

Up

$4,975,925

Up $319,532 (+6.9%) from 2020

Liabilities

Down

$18,209

Down $2,214 (-11%) from 2020

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin87th percentile

Revenue

Up

$587,917

Up $283,711 (+93%) from 2020

Expenses

Down

$239,800

Down $1,478 (-0.6%) from 2020

Net Income

Up

$348,117

Up $285,189 (+453%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,954,792Liabilities 2011: $02011Assets 2012: $3,225,732Liabilities 2012: $2,7202012Assets 2013: $3,633,194Liabilities 2013: $9,3792013Assets 2014: $3,732,671Liabilities 2014: $6,8492014Assets 2015: $4,038,168Liabilities 2015: $1,630Net Assets 2015: $4,036,5382015Assets 2016: $4,232,532Liabilities 2016: $5,926Net Assets 2016: $4,226,6062016Assets 2017: $4,267,724Liabilities 2017: $12,793Net Assets 2017: $4,254,9312017Assets 2018: $4,548,098Liabilities 2018: $3,577Net Assets 2018: $4,544,5212018Assets 2019: $4,619,369Liabilities 2019: $13,503Net Assets 2019: $4,605,8662019Assets 2020: $4,676,816Liabilities 2020: $20,423Net Assets 2020: $4,656,3932020Assets 2021: $4,994,134Liabilities 2021: $18,209Net Assets 2021: $4,975,9252021Assets 2022: $4,902,511Liabilities 2022: $4,203Net Assets 2022: $4,898,3082022Assets 2023: $4,947,244Liabilities 2023: $10,582Net Assets 2023: $4,936,6622023Assets 2024: $5,540,352Liabilities 2024: $12,703Net Assets 2024: $5,527,6492024

Highlighted filing

2021

Assets$4,994,134
Liabilities$18,209
Net Assets$4,975,925
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $449,145Expenses 2011: $302,372Net Income 2011: $146,7732011Revenue 2012: $574,777Expenses 2012: $273,205Net Income 2012: $301,5722012Revenue 2013: $723,902Expenses 2013: $271,909Net Income 2013: $451,9932013Revenue 2014: $397,926Expenses 2014: $282,821Net Income 2014: $115,1052014Revenue 2015: $709,477Expenses 2015: $206,327Net Income 2015: $503,1502015Revenue 2016: $839,101Expenses 2016: $306,395Net Income 2016: $532,7062016Revenue 2017: $337,673Expenses 2017: $253,523Net Income 2017: $84,1502017Revenue 2018: $770,294Expenses 2018: $294,692Net Income 2018: $475,6022018Revenue 2019: $474,358Expenses 2019: $272,533Net Income 2019: $201,8252019Revenue 2020: $304,206Expenses 2020: $241,278Net Income 2020: $62,9282020Revenue 2021: $587,917Expenses 2021: $239,800Net Income 2021: $348,1172021Revenue 2022: $88,042Expenses 2022: $166,307Net Income 2022: -$78,2652022Revenue 2023: $223,548Expenses 2023: $185,193Net Income 2023: $38,3552023Revenue 2024: $894,830Expenses 2024: $303,843Net Income 2024: $590,9872024

Highlighted filing

2021

Revenue$587,917
Expenses$239,800
Net Income$348,117
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 23, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE MARK ORGEL INVESTMENT GROUPTrustee-$20,989-$20,989
TIMOTHY SCOBIETrustee-$0--
LORI GEISSLERTrustee-$0--
STEPHANIE SCOBIE-MCINTRYETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOYS & GIRLS CLUB2020 PROGRAM SHORTFALL, 1ST INSTALLMENT CAPITAL CAMPAIGNPCCHIPPEWA FALLS, WI, US$57,500
Paid GrantCOMMUNITY FOUNDATION CHIPPEWA COUNTYCAPITAL CAMPAIGN, FINAL INSTALLMENTPCCHIPPEWA FALLS, WI, US$50,000
Paid GrantBOY SCOUTS OF AMERICACAPITAL CAMPAIGNPCEAU CLAIRE, WI, US$25,000
Paid GrantFEED MY PEOPLE FOOD BANKCAPITAL CAMPAIGN, 4TH OF 5 INSTALLMENTSPCEAU CLAIRE, WI, US$25,000
Paid GrantMCDONELL AREA CATHOLIC SCHOOLSCAPITAL CAMPAIGN, 1ST OF 4 INSTALLMENTSPCCHIPPEWA FALLS, WI, US$25,000
Paid GrantCHILDRENS MUSEUM OF EAU CLAIRECAPITAL CAMPAIGN, 1ST OF 5 INSTALLMENTSPCEAU CLAIRE, WI, US$20,000
Paid GrantEAU CLAIRE COMMUNITY PARK ASSOCIATIONCAPITAL CAMPAIGNPCEAU CLAIRE, WI, US$5,000
Filing and Contact Details

Filer

Filer Name
Ba Mason Trust
EIN
39-6075816
Phone
7157231871
Address
1251 FIRST AVENUE, CHIPPEWA FALLS, WI 54729

Signing Officer

Name
Lori Geissler
Title
Trustee
Phone
7157231871
Signed
2022-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Raw XML AppendixShowing 400 of 444 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21251 FIRST AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34205 SOUTHTOWNE ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHIPPEWA FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHIPPEWA FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3EAU CLAIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0208250
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLES FRENETTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0238 OAK HOLLOW DR
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054729
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07155775020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LORI GEISSLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07157231871
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01251 FIRST AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHIPPEWA FALLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054729
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GEOGRAPHICAL LOCATION OF 25 MILE RADIUS OF CHIPPEWA COUNTY. NORMALLY NOT FOR DONEE "OPERATIONAL" EXPENSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt157500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12020 PROGRAM SHORTFALL, 1ST INSTALLMENT CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CAPITAL CAMPAIGN, 1ST OF 5 INSTALLMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CAPITAL CAMPAIGN, FINAL INSTALLMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CAPITAL CAMPAIGN, 4TH OF 5 INSTALLMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CAPITAL CAMPAIGN, 1ST OF 4 INSTALLMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHILDRENS MUSEUM OF EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITY FOUNDATION CHIPPEWA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EAU CLAIRE COMMUNITY PARK ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FEED MY PEOPLE FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MCDONELL AREA CATHOLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0710 SO HASTINGS WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121 E GRAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240 SO BARSTOW ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 153
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52610 ALPINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61316 BEL AIR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHIPPEWA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHIPPEWA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHIPPEWA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd454703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd554703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd654729
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0207500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0208250
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0287468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt066430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt027491
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt066430
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0208250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt066430
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012788
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MASON COMPANIES
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1MASON COMPANIES
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01251 FIRST AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11251 FIRST AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHIPPEWA FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CHIPPEWA FALLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd054729
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd154729
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt051217
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt16300
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt051217
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,663 SHARES OF AQR LARGE CAP DEFENSIVE STYLE FUNDS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-08-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt028585
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE IN COST BASIS FOR IN-KIND TRANSFERS OF MUTUAL FUNDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE & BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,994,134
Liabilities
$18,209
Net assets
$4,975,925
Revenue
$587,917
Expenses
$239,800
Net income
$348,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.54$0.01$5.53$0.89$0.30$0.59
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.01$4.94$0.22$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.09$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.02$4.98$0.59$0.24$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.02$4.66$0.30$0.24$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.62$0.01$4.61$0.47$0.27$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.54$0.77$0.29$0.48
2017Detailed filing. Detailed filing data is available for this year.$4.27$0.01$4.25$0.34$0.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.01$4.23$0.84$0.31$0.53
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.71$0.21$0.50
2014Summary only. Only limited summary data is available for this year.$3.73$0.01$0.40$0.28$0.12
2013Summary only. Only limited summary data is available for this year.$3.63$0.01$0.72$0.27$0.45
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$0.57$0.27$0.30
2011Summary only. Only limited summary data is available for this year.$2.95$0.00$0.45$0.30$0.15