Civic Intelligence

Wanda a Hopp Trust UW Wisconsin Valley Trust Co Ttee

990PF • Fiscal year 2015 • EIN 39-6326397

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
C/O Associated Trust Company Na POGreen Bay, WI 54307-2800

(715) 389-7270

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

15th percentile

-30%

Higher net margin than 15% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$3,873

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.6%

Faster asset growth than 43% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$424,776

Down $6,709 (-1.6%) from 2014

Net Assets

Down

$424,776

Down $6,709 (-1.6%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Down

$22,335

Down $6,914 (-24%) from 2014

Expenses

Up

$29,046

Up $65 (+0.2%) from 2014

Net Income

Down

-$6,711

Down $6,979 (-2604%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2010: $432,900Liabilities 2010: $0Net Assets 2010: $432,9002010Assets 2011: $438,199Liabilities 2011: $02011Assets 2012: $430,931Liabilities 2012: $0Net Assets 2012: $430,9312012Assets 2013: $431,219Liabilities 2013: $1Net Assets 2013: $431,2192013Assets 2014: $431,485Liabilities 2014: $1Net Assets 2014: $431,4852014Assets 2015: $424,776Liabilities 2015: $1Net Assets 2015: $424,7762015Assets 2019: $463,333Liabilities 2019: $02019Assets 2020: $455,204Liabilities 2020: $1Net Assets 2020: $455,2042020Assets 2021: $467,836Liabilities 2021: $1Net Assets 2021: $467,8362021Assets 2022: $428,027Liabilities 2022: $1Net Assets 2022: $428,0272022Assets 2023: $415,925Liabilities 2023: $1Net Assets 2023: $415,9252023Assets 2024: $418,479Liabilities 2024: $0Net Assets 2024: $418,4792024

Highlighted filing

2015

Assets$424,776
Liabilities$1
Net Assets$424,776
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KExpenses 2010: $28,4042010Revenue 2011: $33,936Expenses 2011: $28,371Net Income 2011: $5,5652011Expenses 2012: $27,1462012Revenue 2013: $27,906Expenses 2013: $27,622Net Income 2013: $2842013Revenue 2014: $29,249Expenses 2014: $28,981Net Income 2014: $2682014Revenue 2015: $22,335Expenses 2015: $29,046Net Income 2015: -$6,7112015Revenue 2019: $33,968Expenses 2019: $28,395Net Income 2019: $5,5732019Revenue 2020: $24,909Expenses 2020: $32,938Net Income 2020: -$8,0292020Revenue 2021: $62,039Expenses 2021: $47,688Net Income 2021: $14,3512021Revenue 2022: $14,221Expenses 2022: $52,015Net Income 2022: -$37,7942022Revenue 2023: $13,457Expenses 2023: $25,549Net Income 2023: -$12,0922023Revenue 2024: $34,407Expenses 2024: $31,947Net Income 2024: $2,4602024

Highlighted filing

2015

Revenue$22,335
Expenses$29,046
Net Income-$6,711
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,873-$3,873
Filing and Contact Details

Filer

Filer Name
Hopp Wanda a Tr
EIN
39-6326397
Phone
7153897270
Address
C/O ASSOCIATED TRUST COMPANY NA PO, GREEN BAY, WI 54307-2800

Signing Officer

Name
Kathy Rondeau
Title
Trust Tax Manager
Phone
7153897270
Signed
2016-05-10

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Michelle Willms Ea
Phone
4148153684
Raw XML Appendix346 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024600
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024600
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0true
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 12800 MAIL STOP 8567
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREEN BAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0543072800
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ASSOCIATED TRUST COMPANY NAKIM HILGERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum07153897270
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0406 GRANT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
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/AppliedToCurrentYearAmt024600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0644
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0344
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024600
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0344
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0644
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0329
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1329
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2329
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0391
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1391
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2391
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0391
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1391
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2391
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
TaxesSchedule/TaxesDetail/Amt0505
TaxesSchedule/TaxesDetail/Amt146
TaxesSchedule/TaxesDetail/Amt222
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt046
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY RONDEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07153897270
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOPP WANDA A TR
ReturnHeader/Filer/BusinessNameControlTxt0HOPP
ReturnHeader/Filer/EIN0396326397
ReturnHeader/Filer/PhoneNum07153897270
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O ASSOCIATED TRUST COMPANY NA PO
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0543072800
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362085229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153684
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE WILLMS EA
ReturnHeader/ReturnTs02016-05-12T06:46:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$424,776
Liabilities
$1
Net assets
$424,776
Revenue
$22,335
Expenses
$29,046
Net income
-$6,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.34$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.13$0.26$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.14$0.52$0.38
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.62$0.48$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.25$0.33$0.08
2019Summary only. Only limited summary data is available for this year.$4.63$0.00$0.34$0.28$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.22$0.29$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.29$0.29$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.28$0.28$0.00
2012Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.27
2011Summary only. Only limited summary data is available for this year.$4.38$0.00$0.34$0.28$0.06
2010Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.28