Civic Intelligence

William B Tufts Trust C

990PF • Fiscal year 2018 • EIN 39-6396758

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$1,073

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$45,064

Up $1,235 (+2.8%) from 2017

Net Assets

Up

$45,064

Up $1,235 (+2.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$3,387

Up $1,249 (+58%) from 2017

Expenses

Up

$2,152

Up $75 (+3.6%) from 2017

Net Income

Up

$1,235

Up $1,174 (+1925%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$45,064
Liabilities$0
Net Assets$45,064
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$3,387
Expenses$2,152
Net Income$1,235
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,073-$1,073
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
2019-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Becker and Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Raw XML Appendix299 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/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07154236800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt0573
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052005
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01777
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt050228
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0573
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050228
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt052005
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUND DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt016
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt016
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/Amt116
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INVESTMENT I
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A93AD6E86BE4656CA5D292D89A867FA9F1620A15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0718857220BAE074113290700DA1A329A8805DE57
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.170.64.54
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:51:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391342388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER AND 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/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02019-05-15T14:51:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,064
Liabilities
$0
Net assets
$45,064
Revenue
$3,387
Expenses
$2,152
Net income
$1,235
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