Civic Intelligence

Camp Phillips Memorial Trust

990PF • Fiscal year 2017 • EIN 39-6120929

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

C/O Wood Trust Bank PO Box 8000Wisconsin Rapids, WI 54495-8000

(715) 423-6800

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

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

79th percentile

$2,620

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

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

Asset Growth

64th percentile

9.2%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

22nd percentile

-20%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

$216,712

No earlier filing loaded for comparison.

Net Assets

$216,712

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$31,540

No earlier filing loaded for comparison.

Expenses

$13,252

No earlier filing loaded for comparison.

Net Income

$18,288

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $174,891Liabilities 2010: $0Net Assets 2010: $174,8912010Assets 2011: $169,590Liabilities 2011: $0Net Assets 2011: $169,5902011Assets 2012: $165,999Liabilities 2012: $0Net Assets 2012: $165,9992012Assets 2013: $164,242Liabilities 2013: $1Net Assets 2013: $164,2422013Assets 2014: $168,130Liabilities 2014: $1Net Assets 2014: $168,1302014Assets 2015: $173,358Liabilities 2015: $12015Assets 2017: $216,712Liabilities 2017: $0Net Assets 2017: $216,7122017Assets 2018: $218,006Liabilities 2018: $0Net Assets 2018: $218,0062018Assets 2019: $216,924Liabilities 2019: $1Net Assets 2019: $216,9242019Assets 2020: $216,853Liabilities 2020: $1Net Assets 2020: $216,8532020Assets 2021: $216,288Liabilities 2021: $1Net Assets 2021: $216,2882021Assets 2022: $181,725Liabilities 2022: $1Net Assets 2022: $181,7252022Assets 2023: $167,647Liabilities 2023: $12023Assets 2024: $652,064Liabilities 2024: $0Net Assets 2024: $652,0642024

Highlighted filing

2017

Assets$216,712
Liabilities$0
Net Assets$216,712

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $12,0882010Expenses 2011: $13,8292011Expenses 2012: $12,6332012Revenue 2013: $10,851Expenses 2013: $12,648Net Income 2013: -$1,7972013Revenue 2014: $17,510Expenses 2014: $13,585Net Income 2014: $3,9252014Revenue 2015: $19,297Expenses 2015: $13,912Net Income 2015: $5,3852015Revenue 2017: $31,540Expenses 2017: $13,252Net Income 2017: $18,2882017Revenue 2018: $14,807Expenses 2018: $13,513Net Income 2018: $1,2942018Revenue 2019: $13,382Expenses 2019: $14,464Net Income 2019: -$1,0822019Revenue 2020: $14,688Expenses 2020: $14,759Net Income 2020: -$712020Revenue 2021: $15,340Expenses 2021: $15,905Net Income 2021: -$5652021Revenue 2022: $6,725Expenses 2022: $41,288Net Income 2022: -$34,5632022Revenue 2023: $11,493Expenses 2023: $25,571Net Income 2023: -$14,0782023Revenue 2024: $501,245Expenses 2024: $16,828Net Income 2024: $484,4172024

Highlighted filing

2017

Revenue$31,540
Expenses$13,252
Net Income$18,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,620-$2,620
Filing and Contact Details

Filer

Filer Name
Camp Phillips Memorial Trust
EIN
39-6120929
Phone
7154236800
Address
C/O WOOD TRUST BANK PO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
Woodtrust Bank
Title
Trustee
Phone
7154236800
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Becker and Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054476
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09131
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/AppliedToCurrentYearAmt01450
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09131
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010715
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010581
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09265
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09131
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0NANCY FRAWLEY ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01116 FRANKLIN ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WAUSAU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd054403
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt034
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUND DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt038
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt051
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAMP PHILLIPS MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CAMP
ReturnHeader/Filer/EIN0396120929
ReturnHeader/Filer/PhoneNum07154236800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WOOD TRUST BANK PO BOX 8000
ReturnHeader/Filer/USAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0544958000
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A93AD6E86BE4656CA5D292D89A867FA9F1620A15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0718857220BAE074113290700DA1A329A8805DE57
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.170.64.54
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:07:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391342388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER AND KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02018-05-15T13:07:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$5.01$0.17$4.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$0.11$0.26$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.07$0.41$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.15$0.16$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.15$0.15$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.13$0.14$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.32$0.13$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$0.19$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.18$0.14$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.64$0.00$1.64$0.11$0.13$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.12