Civic Intelligence

Emmett T & Louise M Ackerman Education Fund

990PF • Fiscal year 2016 • EIN 39-6318690

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
PO Box 677Richland Center, WI 53581

(608) 647-6306

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$1,200

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 40.5% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-3.5%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-83%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$105,973

Down $3,796 (-3.5%) from 2015

Net Assets

$105,973

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$2,962

Down $14,686 (-83%) from 2015

Expenses

Up

$6,758

Up $1,186 (+21%) from 2015

Net Income

Down

-$3,796

Down $15,872 (-131%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$150K$100K$50K$0Assets 2011: $105,063Liabilities 2011: $02011Assets 2012: $100,747Liabilities 2012: $02012Assets 2013: $94,739Liabilities 2013: $02013Assets 2014: $97,693Liabilities 2014: $02014Assets 2015: $109,769Liabilities 2015: $02015Assets 2016: $105,973Liabilities 2016: $0Net Assets 2016: $105,9732016Assets 2019: $102,134Liabilities 2019: $02019Assets 2020: $101,104Liabilities 2020: $1Net Assets 2020: $101,1042020Assets 2021: $109,839Liabilities 2021: $1Net Assets 2021: $109,8392021Assets 2022: $106,514Liabilities 2022: $1Net Assets 2022: $106,5142022Assets 2023: $104,006Liabilities 2023: $12023Assets 2024: $106,921Liabilities 2024: $0Net Assets 2024: $106,9212024

Highlighted filing

2016

Assets$105,973
Liabilities$0
Net Assets$105,973
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$20K$10K$0-$10KRevenue 2011: $4,095Expenses 2011: $8,520Net Income 2011: -$4,4252011Revenue 2012: $5,452Expenses 2012: $9,768Net Income 2012: -$4,3162012Revenue 2013: $3,200Expenses 2013: $9,208Net Income 2013: -$6,0082013Revenue 2014: $7,653Expenses 2014: $4,699Net Income 2014: $2,9542014Revenue 2015: $17,648Expenses 2015: $5,572Net Income 2015: $12,0762015Revenue 2016: $2,962Expenses 2016: $6,758Net Income 2016: -$3,7962016Revenue 2019: $7,165Expenses 2019: $9,384Net Income 2019: -$2,2192019Revenue 2020: $4,995Expenses 2020: $6,025Net Income 2020: -$1,0302020Revenue 2021: $13,871Expenses 2021: $5,136Net Income 2021: $8,7352021Revenue 2022: $4,679Expenses 2022: $8,004Net Income 2022: -$3,3252022Revenue 2023: $6,903Expenses 2023: $9,411Net Income 2023: -$2,5082023Revenue 2024: $12,661Expenses 2024: $9,746Net Income 2024: $2,9152024

Highlighted filing

2016

Revenue$2,962
Expenses$6,758
Net Income-$3,796
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL SURREMTrustee-$1,200-$1,200
JUDITH MAKOVECTrustee-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
Emmett & Louise Ackerman Education Fund
EIN
39-6318690
Address
PO BOX 677, RICHLAND CENTER, WI 53581

Signing Officer

Name
Gail Surrem
Title
Trustee
Phone
6086476306
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Halverson CPA Inc
Address
242 WEST COURT ST, RICHLAND CENTER, WI 53581
Preparer
Aaron Halverson
Phone
6086476357
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATION GRANTS - 1 GRANT ISSUED
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER OF REQUEST, COMPLETED APPLICATION AND GRADE TRANSCRIPT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GAIL SURREM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06086476306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 677
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0RICHLAND CENTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053581
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS MUST MEET THE FOLLOWING: A JUNIOR IN COLLEGE, A GRADUATE OF RIVERDALE HIGH SCHOOL AND MUST RETURN TO RICHLAND, GRANT OR IOWA COUNTY, WI TO WORK OR THE GRANT MUST BE REPAID.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt031ST OF JAN AND AUG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JAMIE L HINKLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0406 NORTH 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MUSCODA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053573
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01400
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/AppliedToCurrentYearAmt03621
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06008
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01179
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02387
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03366
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01413
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03621
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05753
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE - BONDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0524
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01136
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0299
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt14
TaxesSchedule/TaxesDetail/Amt0299
TaxesSchedule/TaxesDetail/Amt14
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0299
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL SURREM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06086476306
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMETT & LOUISE ACKERMAN EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0EMME
ReturnHeader/Filer/EIN0396318690
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 677
ReturnHeader/Filer/USAddress/CityNm0RICHLAND CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053581
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0817862E4754859755DD35B7908274C4B18C30F43
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0817862E4754859755DD35B7908274C4B18C30F43
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03969402017249i3j2awz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-09-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.113.146.227
ReturnHeader/FilingSecurityInformation/IPDt02017-09-06
ReturnHeader/FilingSecurityInformation/IPTm013:05:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391922814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALVERSON CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0242 WEST COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHLAND CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053581
ReturnHeader/PreparerPersonGrp/PhoneNum06086476357
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON HALVERSON
ReturnHeader/ReturnTs02017-08-17T17:25:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,973
Liabilities
$0
Net assets
$105,973
Revenue
$2,962
Expenses
$6,758
Net income
-$3,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.13$0.10$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$0.07$0.09$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.05$0.08$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.14$0.05$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.06$0.01
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.07$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.18$0.06$0.12
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.08$0.05$0.03
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.03$0.09$0.06
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.05$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.04$0.09$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits