Civic Intelligence

J W Etzelmueller Trust Fund FBO Tomah Memorial Hospital

990PF • Fiscal year 2021 • EIN 39-6243134

Nov 01, 2020 to Oct 31, 2021 • Filed on Jan 21, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

87th percentile

55%

Higher net margin than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

3.7%

Faster asset growth than 50% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

15%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$185,690

Up $6,585 (+3.7%) from 2020

Net Assets

Up

$185,690

Up $6,585 (+3.7%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$12,082

Up $1,620 (+15%) from 2020

Expenses

Up

$5,487

Up $2,390 (+77%) from 2020

Net Income

Down

$6,595

Down $770 (-10%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2021

Assets$185,690
Liabilities$1
Net Assets$185,690
Open 2021 Filing

Operations Trend

Revenue Growth59th percentile

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

2021

Revenue$12,082
Expenses$5,487
Net Income$6,595
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jan 21, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th 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
2022-01-21
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 Appendix277 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER REICHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06083722126
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JW ETZELMUELLER TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JWET
ReturnHeader/Filer/EIN0396243134
ReturnHeader/Filer/PhoneNum06083722126
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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/PreparationDt02022-01-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL LUECK
ReturnHeader/ReturnTs02022-01-21T10:02:58-06:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$185,690
Liabilities
$1
Net assets
$185,690
Revenue
$12,082
Expenses
$5,487
Net income
$6,595
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