Civic Intelligence

David E Thomas Trust

990PF • Fiscal year 2021 • EIN 39-6156536

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

Organization Profile
Stephenson National Bank Trust - 18Marinette, WI 54143

(715) 732-1732

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

79th percentile

42%

Higher net margin than 79% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$1,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

48th percentile

6.4%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

122%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,229,516

Up $73,969 (+6.4%) from 2020

Net Assets

Up

$1,229,516

Up $73,969 (+6.4%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin79th percentile

Revenue

Up

$159,737

Up $87,761 (+122%) from 2020

Expenses

Up

$92,146

Up $4,798 (+5.5%) from 2020

Net Income

Up

$67,591

Up $82,963 (+540%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,088,607Liabilities 2011: $02011Assets 2012: $1,093,469Liabilities 2012: $02012Assets 2013: $1,167,558Liabilities 2013: $02013Assets 2014: $1,322,756Liabilities 2014: $02014Assets 2015: $1,285,437Liabilities 2015: $02015Assets 2019: $1,165,986Liabilities 2019: $02019Assets 2020: $1,155,547Liabilities 2020: $0Net Assets 2020: $1,155,5472020Assets 2021: $1,229,516Liabilities 2021: $1Net Assets 2021: $1,229,5162021Assets 2022: $1,133,697Liabilities 2022: $0Net Assets 2022: $1,133,6972022Assets 2023: $1,112,486Liabilities 2023: $0Net Assets 2023: $1,112,4862023Assets 2024: $1,386,955Liabilities 2024: $0Net Assets 2024: $1,386,9552024

Highlighted filing

2021

Assets$1,229,516
Liabilities$1
Net Assets$1,229,516
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$400K$200K$0-$200KRevenue 2011: $307,178Expenses 2011: $63,938Net Income 2011: $243,2402011Revenue 2012: $100,891Expenses 2012: $72,555Net Income 2012: $28,3362012Revenue 2013: $115,737Expenses 2013: $84,573Net Income 2013: $31,1642013Revenue 2014: $253,282Expenses 2014: $105,885Net Income 2014: $147,3972014Revenue 2015: $66,948Expenses 2015: $113,541Net Income 2015: -$46,5932015Revenue 2019: $73,308Expenses 2019: $82,454Net Income 2019: -$9,1462019Revenue 2020: $71,976Expenses 2020: $87,348Net Income 2020: -$15,3722020Revenue 2021: $159,737Expenses 2021: $92,146Net Income 2021: $67,5912021Revenue 2022: -$6,159Expenses 2022: $95,626Net Income 2022: -$101,7852022Revenue 2023: $55,404Expenses 2023: $84,508Net Income 2023: -$29,1042023Revenue 2024: $354,223Expenses 2024: $86,961Net Income 2024: $267,2622024

Highlighted filing

2021

Revenue$159,737
Expenses$92,146
Net Income$67,591
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,000-$1,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSIMARINETTE, WI, US$74,000
Filing and Contact Details

Filer

Filer Name
David E Thomas Trust
EIN
39-6156536
Phone
7157321732
Address
STEPHENSON NATIONAL BANK TRUST - 18, MARINETTE, WI 54143

Signing Officer

Name
Joshua Nerat
Title
Trust Officer
Phone
7157352374
Signed
2022-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Cch Trust US
Address
225 CHASTAIN MEADOWS CT, KENNESAW, GA 30144
Preparer
Timothy S Varner
Phone
8663550356
Raw XML AppendixShowing 400 of 429 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/GrossSalesPriceAmt1812905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt194791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2029017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt229174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt234192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt248177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt269139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2710338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt287861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PGIM HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VOYA INTERMEDIATE BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DIAMOND HILL LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FEDERATED HERMES INSTL HIGH YIELD BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FEDERATED HERMES TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AMERICAN BEACON SMALL CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD MID CAP VALUE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD MID CAP VALUE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LORD ABBETT HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DIAMOND HILL LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10T ROWE PRICE INSTL LARGE CAP CORE GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DIAMOND HILL LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BLACKROCK MID-CAP GROWTH EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13AMERICAN BEACON SMALL CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VANGUARD MID CAP VALUE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD MID CAP VALUE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VANGUARD MID CAP VALUE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17T ROWE PRICE INSTL LARGE CAP CORE GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PGIM HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VOYA INTERMEDIATE BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20BLACKROCK MID-CAP GROWTH EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21AMERICAN BEACON SMALL CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22BROWN CAPITAL MGMT SMALL CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23BROWN CAPITAL MGMT SMALL CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24BROWN CAPITAL MGMT SMALL CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25BROWN CAPITAL MGMT SMALL CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26VANGUARD MID CAP VALUE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27T ROWE PRICE INSTL LARGE CAP CORE GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28LORD ABBETT HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172021-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282021-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0119126
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt046819
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt067591
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt097
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06475
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01229613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01155547
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01229516
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086085
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt082085
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt086085
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt084119
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt04000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02034
IRS990PF/DistributableAmountGrp/TotalTaxAmt02034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0859
IRS990PF/FMVAssetsEOYAmt01699543
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01155547
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01229516
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01155547
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01229516
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01699543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01155547
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01229516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01699543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01155547
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01229516
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01155547
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01229516
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01707993
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01707993
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025620
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt084119
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01682373
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01707993
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0STEPHENSON NATIONAL BANK & TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01820 HALL AVENUE PO BOX 137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARINETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054143
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt078255
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt078255
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/LocationOfBooksUSAddress/AddressLine1Txt01820 HALL AVENUE PO BOX 137
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MARINETTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054143
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07157321732
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt074000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm039 SCHOLARSHIPS TO GRADUATES OF WAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARINETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054143
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt074000
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/AppliedToCurrentYearAmt078255
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt087
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078255
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0584
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07246
OtherDecreasesSchedule/OtherDecreasesDetail/Amt097
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0POSTED SUBSEQ YR TAXED CURR YR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MGT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03830
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015320
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01841
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1448
OtherIncreasesSchedule/OtherIncreasesDetail/Amt24000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt3186
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0POSTED CURR YR TAXED PRIOR YR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2RECOVERY OF PRIOR YR DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0651
TaxesSchedule/TaxesDetail/Amt1475
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0651
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,229,516
Liabilities
$1
Net assets
$1,229,516
Revenue
$159,737
Expenses
$92,146
Net income
$67,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.35$0.09$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.06$0.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.01$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.16$0.09$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.07$0.09$0.02
2019Summary only. Only limited summary data is available for this year.$1.17$0.00$0.07$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.29$0.00$0.07$0.11$0.05
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$0.25$0.11$0.15
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.12$0.08$0.03
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.10$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.31$0.06$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $1M-$5M nonprofits