Civic Intelligence

William B Tufts Trust C

990PF • Fiscal year 2014 • EIN 39-6396758

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
PO Box 8000Wisconsin Rapids, WI 54495-8000

(715) 423-6800

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

76th percentile

$1,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 39.6% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$44,562

Up $431 (+1.0%) from 2013

Net Assets

Up

$44,562

Up $431 (+1.0%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin73rd percentile

Revenue

Down

$2,527

Down $7,080 (-74%) from 2013

Expenses

Down

$2,096

Down $59,662 (-97%) from 2013

Net Income

Up

$431

Up $52,582 (+101%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2010: $99,669Liabilities 2010: $0Net Assets 2010: $99,6692010Assets 2011: $101,403Liabilities 2011: $0Net Assets 2011: $101,4032011Assets 2012: $96,282Liabilities 2012: $02012Assets 2013: $44,131Liabilities 2013: $1Net Assets 2013: $44,1312013Assets 2014: $44,562Liabilities 2014: $1Net Assets 2014: $44,5622014Assets 2015: $44,271Liabilities 2015: $1Net Assets 2015: $44,2712015Assets 2016: $43,768Liabilities 2016: $0Net Assets 2016: $43,7682016Assets 2017: $43,829Liabilities 2017: $0Net Assets 2017: $43,8292017Assets 2018: $45,064Liabilities 2018: $0Net Assets 2018: $45,0642018Assets 2019: $44,653Liabilities 2019: $1Net Assets 2019: $44,6532019Assets 2020: $44,300Liabilities 2020: $1Net Assets 2020: $44,3002020Assets 2021: $43,942Liabilities 2021: $1Net Assets 2021: $43,9422021Assets 2022: $41,107Liabilities 2022: $1Net Assets 2022: $41,1072022Assets 2023: $39,801Liabilities 2023: $1Net Assets 2023: $39,8012023Assets 2024: $38,657Liabilities 2024: $0Net Assets 2024: $38,6572024

Highlighted filing

2014

Assets$44,562
Liabilities$1
Net Assets$44,562
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $6,4632010Expenses 2011: $6,1382011Revenue 2012: $5,775Expenses 2012: $10,849Net Income 2012: -$5,0742012Revenue 2013: $9,607Expenses 2013: $61,758Net Income 2013: -$52,1512013Revenue 2014: $2,527Expenses 2014: $2,096Net Income 2014: $4312014Revenue 2015: $1,741Expenses 2015: $2,032Net Income 2015: -$2912015Revenue 2016: $1,578Expenses 2016: $2,081Net Income 2016: -$5032016Revenue 2017: $2,138Expenses 2017: $2,077Net Income 2017: $612017Revenue 2018: $3,387Expenses 2018: $2,152Net Income 2018: $1,2352018Revenue 2019: $1,814Expenses 2019: $2,225Net Income 2019: -$4112019Revenue 2020: $3,475Expenses 2020: $3,828Net Income 2020: -$3532020Revenue 2021: $3,478Expenses 2021: $3,836Net Income 2021: -$3582021Revenue 2022: $1,202Expenses 2022: $4,037Net Income 2022: -$2,8352022Revenue 2023: $2,371Expenses 2023: $3,677Net Income 2023: -$1,3062023Revenue 2024: $2,496Expenses 2024: $3,640Net Income 2024: -$1,1442024

Highlighted filing

2014

Revenue$2,527
Expenses$2,096
Net Income$431
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
William B Tufts Trust C
EIN
39-6396758
Phone
7154236800
Address
PO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
Woodtrust Bank Na
Title
Trustee
Phone
7154236800
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Becker & Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Raw XML Appendix310 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/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WOODTRUST BANK NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 8000
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WISCONSIN RAPIDS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0544958000
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07154236800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt052
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TUFTS MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt026 HEWETT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEILLSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054456
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052
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/AppliedToCurrentYearAmt0777
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02272
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt058231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0187
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01495
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056923
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0777
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056923
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058418
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUND DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt014
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND OF PRIOR YR TAX OVRPMT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0224
TaxesSchedule/TaxesDetail/Amt086
TaxesSchedule/TaxesDetail/Amt18
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INVESTMENT I
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM B TUFTS TRUST C
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0396396758
ReturnHeader/Filer/PhoneNum07154236800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8000
ReturnHeader/Filer/USAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0544958000
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391342388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER & KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02015-05-13T11:29:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,562
Liabilities
$1
Net assets
$44,562
Revenue
$2,527
Expenses
$2,096
Net income
$431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.02$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.02$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.01$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.03$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.03$0.04$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.02$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.02$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.10$0.62$0.52
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.06$0.11$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06