Civic Intelligence

Florence M Trow Trust

990PF • Fiscal year 2017 • EIN 39-6081296

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
345 East Grand AveBeloit, WI 53511

(608) 363-8115

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,136

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$223,469

Up $8,123 (+3.8%) from 2016

Net Assets

Up

$223,469

Up $8,123 (+3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin88th percentile

Revenue

Up

$21,215

Up $6,963 (+49%) from 2016

Expenses

Down

$13,051

Down $2,622 (-17%) from 2016

Net Income

Up

$8,164

Up $9,585 (+675%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300K$200K$100K$0Assets 2011: $230,518Liabilities 2011: $11,7002011Assets 2012: $221,703Liabilities 2012: $4,850Net Assets 2012: $216,8532012Assets 2013: $230,706Liabilities 2013: $4,550Net Assets 2013: $226,1562013Assets 2014: $222,075Liabilities 2014: $1Net Assets 2014: $222,0752014Assets 2015: $216,762Liabilities 2015: $1Net Assets 2015: $216,7622015Assets 2016: $215,346Liabilities 2016: $0Net Assets 2016: $215,3462016Assets 2017: $223,469Liabilities 2017: $0Net Assets 2017: $223,4692017Assets 2018: $236,688Liabilities 2018: $0Net Assets 2018: $236,6882018Assets 2019: $241,886Liabilities 2019: $1Net Assets 2019: $241,8862019Assets 2020: $235,645Liabilities 2020: $1Net Assets 2020: $235,6452020Assets 2021: $238,827Liabilities 2021: $1Net Assets 2021: $238,8272021Assets 2022: $229,380Liabilities 2022: $1Net Assets 2022: $229,3802022Assets 2023: $227,620Liabilities 2023: $1Net Assets 2023: $227,6202023Assets 2024: $232,491Liabilities 2024: $0Net Assets 2024: $232,4912024

Highlighted filing

2017

Assets$223,469
Liabilities$0
Net Assets$223,469
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $8,194Expenses 2011: $10,030Net Income 2011: -$1,8362011Expenses 2012: $13,2932012Revenue 2013: $21,068Expenses 2013: $12,798Net Income 2013: $8,2702013Revenue 2014: $9,056Expenses 2014: $13,159Net Income 2014: -$4,1032014Revenue 2015: $8,513Expenses 2015: $13,893Net Income 2015: -$5,3802015Revenue 2016: $14,252Expenses 2016: $15,673Net Income 2016: -$1,4212016Revenue 2017: $21,215Expenses 2017: $13,051Net Income 2017: $8,1642017Revenue 2018: $26,724Expenses 2018: $13,424Net Income 2018: $13,3002018Revenue 2019: $18,697Expenses 2019: $13,554Net Income 2019: $5,1432019Revenue 2020: $7,252Expenses 2020: $13,205Net Income 2020: -$5,9532020Revenue 2021: $15,533Expenses 2021: $12,931Net Income 2021: $2,6022021Revenue 2022: $5,194Expenses 2022: $14,537Net Income 2022: -$9,3432022Revenue 2023: $11,112Expenses 2023: $12,874Net Income 2023: -$1,7622023Revenue 2024: $18,933Expenses 2024: $13,927Net Income 2024: $5,0062024

Highlighted filing

2017

Revenue$21,215
Expenses$13,051
Net Income$8,164
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
First National Bank and Trust CompaTrustee-$3,136-$3,136
Filing and Contact Details

Filer

Filer Name
Florence Trow Trust 020203
EIN
39-6081296
Phone
6083638115
Address
345 EAST GRAND AVE, BELOIT, WI 53511

Signing Officer

Name
Fran D Sorenson
Title
Trustee
Phone
6083638115
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Siepert & Company Llp
Address
1920 WEST HART RD, BELOIT, WI 53511
Preparer
Brian Barnhardt
Phone
6083652266
Raw XML Appendix344 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc386.291 VANGUARD MID CAP INDEX ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc498.039 COHEN & STEERS REAL ESTATE SECURITIES-Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5104.167 VANGUARD EQUITY INCOME FUND ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6286.576 COHEN & STEERS REAL ESTATE SECURITIES-Z
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0237028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247838
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012281
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012281
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012281
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0345 EAST GRAND AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELOIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053511
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0First National Bank and Trust Company
IRS990PF/StatementsRegardingActyGrp/PhoneNum06083638115
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Lauren Blumer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N5875 COUNTY ROAD E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albany
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053502
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03785
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08496
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012281
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08240
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08496
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0268
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02017 ACCRUALS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0227
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 ACCRUALS $226; ROUND ADJUTMENT $1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN D SORENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06083638115
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE TROW TRUST 020203
ReturnHeader/Filer/BusinessNameControlTxt0TROW
ReturnHeader/Filer/EIN0396081296
ReturnHeader/Filer/PhoneNum06083638115
ReturnHeader/Filer/USAddress/AddressLine1Txt0345 EAST GRAND AVE
ReturnHeader/Filer/USAddress/CityNm0BELOIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053511
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00A9A0ED1BC8C50D64D76905B5C87512FE55831FF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DF61BDDF6120C4D5E55A4BE4D0D23A551430832
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.234.220.26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391224176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIEPERT & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01920 WEST HART RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELOIT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053511
ReturnHeader/PreparerPersonGrp/PhoneNum06083652266
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN BARNHARDT
ReturnHeader/ReturnTs02018-05-14T15:00:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,469
Liabilities
$0
Net assets
$223,469
Revenue
$21,215
Expenses
$13,051
Net income
$8,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.19$0.14$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.05$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.16$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.19$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.27$0.13$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.21$0.13$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.09$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.09$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.05$2.26$0.21$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.05$2.17$0.13
2011Summary only. Only limited summary data is available for this year.$2.31$0.12$0.08$0.10$0.02