Civic Intelligence

Hendrickson Scholorship Tr

990PF • Fiscal year 2016 • EIN 39-6129481

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

C/O Bmo Harris Bank Na PO Box 2977Milwaukee, WI 53201

(414) 815-3915

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-164%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$438

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.4%

Faster asset growth than 36% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$77,945

Down $3,598 (-4.4%) from 2015

Net Assets

Down

$77,945

Down $3,598 (-4.4%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Down

$2,066

Down $1,880 (-48%) from 2015

Expenses

Up

$5,446

Up $818 (+18%) from 2015

Net Income

Down

-$3,380

Down $2,698 (-396%) from 2015

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

2016

Assets$77,945
Liabilities$0
Net Assets$77,945

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

2016

Revenue$2,066
Expenses$5,446
Net Income-$3,380
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$438-$438
Filing and Contact Details

Filer

Filer Name
Hendrickson Scholarship Tr
EIN
39-6129481
Phone
4148153915
Address
C/O BMO HARRIS BANK NA PO BOX 2977, MILWAUKEE, WI 53201

Signing Officer

Name
Joseph Horstmeier
Title
Vice President
Phone
4148153915
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
11270 West Park Place Ste 105, Milwaukee, WI 53224
Preparer
Michelle Willms Ea
Phone
4148153956
Raw XML Appendix349 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/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/RecipientPersonNm0ADAM EDWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ALEXANDRA KILLIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BRANDON MOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04612 E Valley Brook Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12622 Wellington St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22917 East 6th
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/AppliedToCurrentYearAmt03822
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03040
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01950
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04912
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01090
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03040
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01950
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt064
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt164
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt264
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt058
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt158
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt258
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt058
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt158
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt258
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0220
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISALLOWED WASH LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPERIOR SCHOOL DISTRICT ADMIN FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0312
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0312
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt077
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/Amt177
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1TAX REFUND APPLIED
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HORSTMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148153915
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENDRICKSON SCHOLARSHIP TR
ReturnHeader/Filer/BusinessNameControlTxt0HEND
ReturnHeader/Filer/EIN0396129481
ReturnHeader/Filer/PhoneNum04148153915
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BMO HARRIS BANK NA PO BOX 2977
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01AD91AD70E95FF8B172D272547EE65FE95CCAABF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId005CA157070A4A75FE88587430ED326213F5C8948
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.181.202.7
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:54:39
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE WILLMS EA
ReturnHeader/ReturnTs02017-05-09T11:54:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
2016Detailed filing. Detailed filing data is available for this year.$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