Civic Intelligence

Retirement Tr Franciscan Sisters

EIN 39-6200351 • 501(c)3

Bmo Harris Bank Na PO Box 298053201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

1.2%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$46,069,271

Up $544,821 (+1.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Up

$46,069,271

Up $544,821 (+1.2%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,246,136

Down $2,595,699 (-68%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $45,524,450Liabilities 2011: $0Net Assets 2011: $45,524,4502011Assets 2012: $46,069,271Liabilities 2012: $0Net Assets 2012: $46,069,2712012

Highlighted filing

2012

Assets$46,069,271
Liabilities$0
Net Assets$46,069,271
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Expenses 2011: $3,841,8352011Expenses 2012: $1,246,1362012

Highlighted filing

2012

Revenue-
Expenses$1,246,136
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$46,069,271
Liabilities
$0
Net assets
$46,069,271
Revenue
-
Expenses
$1,246,136
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Summary only. Only limited summary data is available for this year.$46.1$0.00$46.1$1.25
2011Summary only. Only limited summary data is available for this year.$45.5$0.00$45.5$3.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 5, 2012
Return Version
2011v1.2
Gross Receipts
$23,094,434
Filing and Contact Details

Filer

EIN
39-6200351
Raw XML Appendix267 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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IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
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IRS990/Description0FUNDS ARE USED FOR THE RETIREMENT OF THE FRANCISCAN SISTERS.
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IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10LAURA E VOGEL
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers06
IRS990/NbrVotingMembersGoverningBody06
IRS990/NetAssetsOrFundBalancesBOY045524450
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IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0459906
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0459906
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers06
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0201539
IRS990/OtherAssetsTotal/EOY0195037
IRS990/OtherExpensePriorYear08688
IRS990/OtherExpensesCurrentYear020446
IRS990/OtherExpenses/Description0FOREIGN TAXES
IRS990/OtherExpenses/Description1Trustee Fees
IRS990/OtherExpenses/Description2Other Expenses
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/Fundraising10
IRS990/OtherExpenses/Fundraising20
IRS990/OtherExpenses/ManagementAndGeneral00
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IRS990/OtherExpenses/ManagementAndGeneral20
IRS990/OtherExpenses/ProgramServices06025
IRS990/OtherExpenses/ProgramServices11349
IRS990/OtherExpenses/ProgramServices213072
IRS990/OtherExpenses/Total06025
IRS990/OtherExpenses/Total11349
IRS990/OtherExpenses/Total213072
IRS990/OtherRevenueCurrentYear058224
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0MANAGEMENT FEE CR
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome058224
IRS990/OtherRevenueMisc/TotalRevenueColumn058224
IRS990/OtherRevenuePriorYear05671
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY00
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IRS990/QuidProQuoContributions0false
IRS990/ReconcilationOtherChanges019904
IRS990/ReconcilationRevenueExpenses0524917
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
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IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
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IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue01768932
IRS990/RevenuesLessExpensesCY0524917
IRS990/RevenuesLessExpensesPriorYear0-1408072
IRS990/SalariesEtcCurrentYear0128061
IRS990/SalariesEtcPriorYear0137627
IRS990ScheduleA/Church170b1Ai0X
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990/ScheduleBRequired0false
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0GRANTS ARE USED FOR THE RETIREMENT OF FRANSICAN SISTERS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Pt I Line 2
IRS990ScheduleI/RecordsMaintained0true
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0Governed by trust document.
IRS990ScheduleO/GeneralExplanation/Explanation1There is a trust document that governs where and how the funds are used in the trust. They are for the retirement of the Franciscan Sisters.
IRS990ScheduleO/GeneralExplanation/Explanation2Governed by trust document
IRS990ScheduleO/GeneralExplanation/Explanation3Governed by trust document
IRS990ScheduleO/GeneralExplanation/Explanation4There are no formal procedures. We review all the transactions within the trust through various reports all year.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 10b
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 8a
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 8b
IRS990ScheduleO/GeneralExplanation/Identifier4Pt VI, Line 11a
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IRS990/TotalCompGT150K0false
IRS990/TotalContributions02121
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0LAURA VOGEL CPA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-05T13:22:48-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $25M-$50M nonprofits