Civic Intelligence

J W Etzelmueller Trust Fund FBO Tomah Memorial Hospital

990PF • Fiscal year 2020 • EIN 39-6243134

Nov 01, 2019 to Oct 31, 2020 • Filed on Dec 13, 2021

Organization Profile
PO Box 409Tomah, WI 54660

(608) 372-2126

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$179,105

Up $88,800 (+98%) from 2015

Net Assets

$179,105

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Up

$10,462

Up $2,713 (+35%) from 2015

Expenses

Down

$3,097

Down $16,094 (-84%) from 2015

Net Income

Up

$7,365

Up $18,807 (+164%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $111,045Liabilities 2011: $02011Assets 2012: $109,697Liabilities 2012: $02012Assets 2013: $103,168Liabilities 2013: $02013Assets 2014: $102,046Liabilities 2014: $02014Assets 2015: $90,305Liabilities 2015: $02015Assets 2020: $179,105Liabilities 2020: $1Net Assets 2020: $179,1052020Assets 2021: $185,690Liabilities 2021: $1Net Assets 2021: $185,6902021Assets 2022: $321,084Liabilities 2022: $1Net Assets 2022: $321,0842022Assets 2023: $300,733Liabilities 2023: $1Net Assets 2023: $300,7332023Assets 2024: $270,648Liabilities 2024: $0Net Assets 2024: $270,6482024Assets 2025: $252,043Liabilities 2025: $0Net Assets 2025: $252,0432025

Highlighted filing

2020

Assets$179,105
Liabilities$1
Net Assets$179,105
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $13,973Expenses 2011: $12,887Net Income 2011: $1,0862011Revenue 2012: $12,975Expenses 2012: $14,323Net Income 2012: -$1,3482012Revenue 2013: $11,446Expenses 2013: $17,975Net Income 2013: -$6,5292013Revenue 2014: $17,520Expenses 2014: $18,642Net Income 2014: -$1,1222014Revenue 2015: $7,749Expenses 2015: $19,191Net Income 2015: -$11,4422015Revenue 2020: $10,462Expenses 2020: $3,097Net Income 2020: $7,3652020Revenue 2021: $12,082Expenses 2021: $5,487Net Income 2021: $6,5952021Revenue 2022: $168,801Expenses 2022: $33,417Net Income 2022: $135,3842022Revenue 2023: $6,498Expenses 2023: $27,819Net Income 2023: -$21,3212023Revenue 2024: $16,398Expenses 2024: $46,483Net Income 2024: -$30,0852024Revenue 2025: $16,686Expenses 2025: $35,291Net Income 2025: -$18,6052025

Highlighted filing

2020

Revenue$10,462
Expenses$3,097
Net Income$7,365
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Dec 13, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER REICHARDTTrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Jw Etzelmueller Trust Fund
EIN
39-6243134
Phone
6083722126
Address
PO BOX 409, TOMAH, WI 54660

Signing Officer

Name
Peter Reichardt
Title
Trustee
Phone
6083722126
Signed
2021-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
435 JULIE STREET PO BOX 547, TOMAH, WI 54660
Preparer
Daniel Lueck
Phone
6083722177
Raw XML Appendix291 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0375
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0188
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0187
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MFS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CORPORATE BOND CL A REVINVESTMENTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0135195
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1594
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0163905
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4125788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALLIANT ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4WEC ENERGY GROUP INC
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010460
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010462
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010462
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0188
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0187
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010460
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01452
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010462
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01452
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03097
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07365
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0100179
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0179105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt071561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0179105
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018052
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018052
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018052
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018232
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/DistributableAmountGrp/TotalTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0382929
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0332
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0135789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0164671
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt068244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt029975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0204917
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt071561
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0179105
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02985
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013341
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt071561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0179105
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0382929
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt071561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0179105
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt071561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0179105
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0370188
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08257
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0361931
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05553
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018232
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0364635
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0370188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER REICHARDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01001 SUPERIOR AVE PO BOX 753
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TOMAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd054660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt019796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt016563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt019119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.059243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0364635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0340442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0327659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0337985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0322721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0323461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.270218
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01438
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01438
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01438
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER REICHARDT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01021 SUPERIOR AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOMAH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06083722126
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01438
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0100
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01438
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016514
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0100179
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEARS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0207
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER REICHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06083722126
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JW ETZELMUELLER TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JWET
ReturnHeader/Filer/EIN0396243134
ReturnHeader/Filer/PhoneNum06083722126
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 409
ReturnHeader/Filer/USAddress/CityNm0TOMAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 JULIE STREET PO BOX 547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOMAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054660
ReturnHeader/PreparerPersonGrp/PhoneNum06083722177
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL LUECK
ReturnHeader/ReturnTs02021-12-14T07:49:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,105
Liabilities
$1
Net assets
$179,105
Revenue
$10,462
Expenses
$3,097
Net income
$7,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.17$0.35$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.16$0.46$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.06$0.28$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$1.69$0.33$1.35
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.05$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.03$0.07
2015Summary only. Only limited summary data is available for this year.$0.90$0.00$0.08$0.19$0.11
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.18$0.19$0.01
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.11$0.18$0.07
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$0.13$0.14$0.01
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.14$0.13$0.01