Civic Intelligence

Hendrickson Scholorship Tr

990PF • Fiscal year 2018 • EIN 39-6129481

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

C/O Bmo Harris Bank Na 115 S 84 StMilwaukee, WI 53214

(414) 875-3258

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$332

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

0.8%

Faster asset growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$79,598

Up $638 (+0.8%) from 2017

Net Assets

Up

$79,598

Up $638 (+0.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$5,508

Up $674 (+14%) from 2017

Expenses

Up

$4,869

Up $830 (+21%) from 2017

Net Income

Down

$639

Down $156 (-20%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $73,139Liabilities 2010: $0Net Assets 2010: $73,1392010Assets 2011: $74,715Liabilities 2011: $0Net Assets 2011: $74,7152011Assets 2012: $73,926Liabilities 2012: $0Net Assets 2012: $73,9262012Assets 2013: $73,993Liabilities 2013: $1Net Assets 2013: $73,9932013Assets 2014: $82,224Liabilities 2014: $1Net Assets 2014: $82,2242014Assets 2015: $81,543Liabilities 2015: $1Net Assets 2015: $81,5432015Assets 2016: $77,945Liabilities 2016: $0Net Assets 2016: $77,9452016Assets 2017: $78,960Liabilities 2017: $0Net Assets 2017: $78,9602017Assets 2018: $79,598Liabilities 2018: $0Net Assets 2018: $79,5982018Assets 2019: $78,167Liabilities 2019: $1Net Assets 2019: $78,1672019Assets 2020: $76,112Liabilities 2020: $1Net Assets 2020: $76,1122020Assets 2021: $79,167Liabilities 2021: $1Net Assets 2021: $79,1672021Assets 2022: $77,443Liabilities 2022: $1Net Assets 2022: $77,4432022Assets 2023: $67,891Liabilities 2023: $1Net Assets 2023: $67,8912023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$79,598
Liabilities$0
Net Assets$79,598

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $5,3752010Expenses 2011: $4,4282011Expenses 2012: $4,8002012Revenue 2013: $4,864Expenses 2013: $4,476Net Income 2013: $3882013Revenue 2014: $15,088Expenses 2014: $7,189Net Income 2014: $7,8992014Revenue 2015: $3,946Expenses 2015: $4,628Net Income 2015: -$6822015Revenue 2016: $2,066Expenses 2016: $5,446Net Income 2016: -$3,3802016Revenue 2017: $4,834Expenses 2017: $4,039Net Income 2017: $7952017Revenue 2018: $5,508Expenses 2018: $4,869Net Income 2018: $6392018Revenue 2019: $3,958Expenses 2019: $5,389Net Income 2019: -$1,4312019Revenue 2020: $3,689Expenses 2020: $5,742Net Income 2020: -$2,0532020Revenue 2021: $7,914Expenses 2021: $4,856Net Income 2021: $3,0582021Revenue 2022: $3,352Expenses 2022: $5,087Net Income 2022: -$1,7352022Revenue 2023: $1,235Expenses 2023: $11,113Net Income 2023: -$9,8782023Revenue 2024: $818Expenses 2024: $85,808Net Income 2024: -$84,9902024

Highlighted filing

2018

Revenue$5,508
Expenses$4,869
Net Income$639
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$332-$332
Filing and Contact Details

Filer

Filer Name
Hendrickson Scholarship Tr
EIN
39-6129481
Phone
4148753258
Address
C/O BMO HARRIS BANK NA 115 S 84 ST, Milwaukee, WI 53214

Signing Officer

Name
Andrew G Paulus
Title
Vice President
Phone
4148753258
Signed
2019-05-10

Preparer

Firm
TMI Trust Company
Address
115 S 84th Street Suite 325, Milwaukee, WI 53214
Preparer
Michelle Willms EA
Phone
4148753240
Raw XML Appendix364 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04252 SOUTHTOWNE DRIVE SUITE D
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EAU CLAIRE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07155527389
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF APLICATION, STATING SCHOLASTIC STANDING/GRADES, FINANCIAL AID AND APPLICATION DEADLINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07155527389
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04252 SOUTHTOWNE DRIVE SUITE D
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EAU CLAIRE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO STUDENTS FROM THE CITY OF SUPERIOR, WI.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MELISSA HARTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BAILEY A PATTERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2KALEB ULLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0529 HOMECROFT CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11715 LACKAWANNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22235 LAMBORN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SUPERIOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SUPERIOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SUPERIOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254880
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
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/AppliedToCurrentYearAmt04043
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02889
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01495
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04347
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0304
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02889
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02585
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt064
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt079
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt079
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPERIOR SCHOOL DISTRICT ADMIN FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0347
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0347
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEE CREDIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/Amt287
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt031
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW G PAULUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753258
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENDRICKSON SCHOLARSHIP TR
ReturnHeader/Filer/BusinessNameControlTxt0HEND
ReturnHeader/Filer/EIN0396129481
ReturnHeader/Filer/PhoneNum04148753258
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BMO HARRIS BANK NA 115 S 84 ST
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId070583DBC64BF0FED72AD73ECA6C54BA92D46D969
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022DD4298732F36F4728E54296F429D6B410CFF84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.7.100.25
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm021:06:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th Street Suite 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753240
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Willms EA
ReturnHeader/ReturnTs02019-05-10T21:08:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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.$0.00$0.00$0.00$0.82$85.8$85.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.9$0.00$67.9$1.24$11.1$9.88
2022Detailed filing. Detailed filing data is available for this year.$77.4$0.00$77.4$3.35$5.09$1.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.2$0.00$79.2$7.91$4.86$3.06
2020Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$3.69$5.74$2.05
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$78.2$0.00$78.2$3.96$5.39$1.43
2018Detailed filing. Detailed filing data is available for this year.$79.6$0.00$79.6$5.51$4.87$0.64
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.0$0.00$79.0$4.83$4.04$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.9$0.00$77.9$2.07$5.45$3.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.5$0.00$81.5$3.95$4.63$0.68
2014Detailed filing. Detailed filing data is available for this year.$82.2$0.00$82.2$15.1$7.19$7.90
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.0$0.00$74.0$4.86$4.48$0.39
2012Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$4.80
2011Detailed filing. Detailed filing data is available for this year.$74.7$0.00$74.7$4.43
2010Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$5.38