Civic Intelligence

Hendrickson Scholorship Tr

990PF • Fiscal year 2017 • EIN 39-6129481

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 23, 2018

Organization Profile
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.

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

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

77th percentile

$402

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

94th percentile

134%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$78,960

Up $1,015 (+1.3%) from 2016

Net Assets

Up

$78,960

Up $1,015 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Up

$4,834

Up $2,768 (+134%) from 2016

Expenses

Down

$4,039

Down $1,407 (-26%) from 2016

Net Income

Up

$795

Up $4,175 (+124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2017

Assets$78,960
Liabilities$0
Net Assets$78,960
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

2017

Revenue$4,834
Expenses$4,039
Net Income$795
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 23, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$402-$402
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
Joseph Horstmeier
Title
Vice President
Phone
4148753258
Signed
2018-04-23
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th Street Suite 325, Milwaukee, WI 53214
Preparer
Michelle Willms Ea
Phone
4148753240
Raw XML Appendix334 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BMO HARRIS BANK NA TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-01
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SEE ATTACHED SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SEE ATTACHED SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt048
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt12805
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt048
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12805
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0See attached
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt031097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt031220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt046732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt054496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01919
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02853
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0402
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0402
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01919
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01919
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0795
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02853
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02853
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04348
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0795
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0220
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt078960
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt077945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt078960
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04055
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04055
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04055
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04142
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt087
IRS990PF/DistributableAmountGrp/TotalTaxAmt087
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt087
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015
IRS990PF/FMVAssetsEOYAmt086847
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt077945
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt078960
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt027953
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt031097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt031220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt046732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt054496
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt058
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt064
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01257
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01067
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01067
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt077945
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt077945
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt077945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt078960
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt084099
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt084099
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01261
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt082838
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0402
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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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/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/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MORGAN T COLEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BAILEY A PATTERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01619 EAST 5 ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11715 LACKAWANNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SUPERIOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SUPERIOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054880
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154880
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToCurrentYearAmt03600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01950
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01495
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03600
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02585
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03040
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt058
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt158
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt258
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt064
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt264
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt064
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt164
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt264
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt062
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0220
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR DISALLOWED LOSS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1TAX REFUND APPLIED
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt022
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH HORSTMEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753258
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-23
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/IPv4AddressTxt096.11.138.238
ReturnHeader/FilingSecurityInformation/IPDt02018-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:34:50
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/PreparerPersonNm0MICHELLE WILLMS EA
ReturnHeader/ReturnTs02018-04-24T05:37:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$78,960
Liabilities
$0
Net assets
$78,960
Revenue
$4,834
Expenses
$4,039
Net income
$795
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
2017Detailed filing. Detailed filing data is available for this year.$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