Civic Intelligence

William G Hatch Charitable Trust

990 • Fiscal year 2013 • EIN 39-6404214

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

N15301 13th AvenueNecedah, WI 54646-7021

(608) 565-7831

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

92nd percentile

49%

Faster asset growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$2,780,166

Up $909,903 (+49%) from 2012

Net Assets

Up

$2,780,166

Up $909,903 (+49%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$734,771

No earlier filing loaded for comparison.

Expenses

Down

$33,615

Down $2,505 (-6.9%) from 2012

Net Income

$701,156

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,096,046Liabilities 2010: $0Net Assets 2010: $1,096,0462010Assets 2011: $1,226,486Liabilities 2011: $0Net Assets 2011: $1,226,4862011Assets 2012: $1,870,263Liabilities 2012: $0Net Assets 2012: $1,870,2632012Assets 2013: $2,780,166Liabilities 2013: $0Net Assets 2013: $2,780,1662013Assets 2014: $3,191,724Liabilities 2014: $0Net Assets 2014: $3,191,7242014Assets 2015: $3,584,056Liabilities 2015: $0Net Assets 2015: $3,584,0562015Assets 2016: $3,790,083Liabilities 2016: $0Net Assets 2016: $3,790,0832016Assets 2017: $4,262,098Liabilities 2017: $0Net Assets 2017: $4,262,0982017Assets 2018: $4,978,993Liabilities 2018: $0Net Assets 2018: $4,978,9932018Assets 2019: $5,437,804Liabilities 2019: $0Net Assets 2019: $5,437,8042019Assets 2020: $5,860,377Liabilities 2020: $0Net Assets 2020: $5,860,3772020Assets 2021: $7,136,453Liabilities 2021: $0Net Assets 2021: $7,136,4532021Assets 2022: $7,001,522Liabilities 2022: $0Net Assets 2022: $7,001,5222022Assets 2023: $6,855,115Liabilities 2023: $0Net Assets 2023: $6,855,1152023Assets 2024: $7,234,880Liabilities 2024: $0Net Assets 2024: $7,234,8802024

Highlighted filing

2013

Assets$2,780,166
Liabilities$0
Net Assets$2,780,166

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $45,0292010Expenses 2011: $29,3882011Expenses 2012: $36,1202012Revenue 2013: $734,771Expenses 2013: $33,615Net Income 2013: $701,1562013Revenue 2014: $636,805Expenses 2014: $37,836Net Income 2014: $598,9692014Revenue 2015: $603,726Expenses 2015: $38,357Net Income 2015: $565,3692015Revenue 2016: $321,771Expenses 2016: $115,744Net Income 2016: $206,0272016Revenue 2017: $608,032Expenses 2017: $136,017Net Income 2017: $472,0152017Revenue 2018: $791,316Expenses 2018: $74,421Net Income 2018: $716,8952018Revenue 2019: $660,885Expenses 2019: $202,074Net Income 2019: $458,8112019Revenue 2020: $480,557Expenses 2020: $57,984Net Income 2020: $422,5732020Revenue 2021: $1,410,181Expenses 2021: $134,105Net Income 2021: $1,276,0762021Revenue 2022: $306,504Expenses 2022: $441,435Net Income 2022: -$134,9312022Revenue 2023: $204,242Expenses 2023: $350,649Net Income 2023: -$146,4072023Revenue 2024: $692,132Expenses 2024: $312,367Net Income 2024: $379,7652024

Highlighted filing

2013

Revenue$734,771
Expenses$33,615
Net Income$701,156
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Gross Receipts
$1,616,489
Mission and Program Overview

Mission

The trust was created by william g hatch to provide for the maintenance and support of st. Patrick's catholic church (including the related st. Patrick's catholic grade school) located in mauston, wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,870,263$2,780,166▲ $909,903
Investments in Publicly Traded Securities$1,849,193$2,513,780▲ $664,587
Savings and Temporary Cash Investments$20,712$266,151▲ $245,439
Total Assets$1,870,263$2,780,166▲ $909,903
Other Assets Total$358$235▼ $123
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,870,263$2,780,166▲ $909,903
Total Liabilities and Net Assets / Fund Balance$1,870,263$2,780,166▲ $909,903
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$500,000
Program Service Revenue
$0
Investment Income
$234,771
Other Revenue
$0
All Other Contributions
$500,000
Change in Net Assets
$701,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$8,615
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Service Investment Mgmnt Fees-$8,020-$8,020
Fees for Services Accounting-$595-$595
Total Functional Expenses$25,000$8,615$0$33,615
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-0863069-ChurchOperations / Support$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The return is provided to a designated trustee of the organization for review and signature prior to filing.

Form 990, Page 6, Part VI, Line 19

The organization does not make any documents available to the general public unless they are included on a form that is publicly available (i.e. Form 1023 and form 990). Such documents are provided upon request made to the organization's trustees.

Filing and Contact Details

Filer

EIN
39-6404214

Signing Officer

Name
William G Hatch
Title
Trustee
Signed
2014-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William G Hatch
Formed
1985
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Preparer
David W Kumm
Phone
7154235720
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Unrealized appreciation 208,747 unrealized depreciation 0

Raw XML Appendix269 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.

Path#Value
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IRS990/ActivityOrMissionDesc0THE TRUST WAS CREATED BY WILLIAM G HATCH TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF ST. PATRICK'S CATHOLIC CHURCH (INCLUDING THE RELATED ST. PATRICK'S CATHOLIC GRADE SCHOOL) LOCATED IN MAUSTON, WISCONSIN.
IRS990/AllOtherContributionsAmt0500000
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IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0101750
IRS990/GainOrLossGrp/SecuritiesAmt088409
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0101750
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0970127
IRS990/GrossReceiptsAmt01616489
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt044612
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044612
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01849193
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02513780
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0881718
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01870263
IRS990/NetAssetsOrFundBalancesEOYAmt02780166
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0190159
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0190159
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0358
IRS990/OtherAssetsTotalGrp/EOYAmt0235
IRS990/OtherChangesInNetAssetsAmt0208747
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM G HATCH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0500000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt030000
IRS990/PYInvestmentIncomeAmt063436
IRS990/PYOtherExpensesAmt06120
IRS990/PYRevenuesLessExpensesAmt0527316
IRS990/PYTotalExpensesAmt036120
IRS990/PYTotalRevenueAmt0563436
IRS990/ReconcilationRevenueExpnssAmt0701156
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01870263
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02780166
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0266151
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0CHURCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS / SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ST PATRICK'S CATHOLIC CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0390863069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10401 MANSION STREET
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IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053948
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PROVIDED TO A DESIGNATED TRUSTEE OF THE ORGANIZATION FOR REVIEW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ANY DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UNLESS THEY ARE INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE (I.E. FORM 1023 AND FORM 990). SUCH DOCUMENTS ARE PROVIDED UPON REQUEST MADE TO THE ORGANIZATION'S TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED APPRECIATION 208,747 UNREALIZED DEPRECIATION 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/TotalContributionsAmt0500000
IRS990/TotalEmployeeCnt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10N15301 13TH AVENUE
IRS990/USAddress/City0NECEDAH
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode0546467021
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM G HATCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM G HATCH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HATC
ReturnHeader/Filer/EIN0396404214
ReturnHeader/Filer/USAddress/AddressLine10N15301 13TH AVENUE
ReturnHeader/Filer/USAddress/City0NECEDAH
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0546467021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BECKER & KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02014-05-15T14:59:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.23$0.00$7.23$0.69$0.31$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$0.00$6.86$0.20$0.35$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.00$7.00$0.31$0.44$0.13
2021Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.41$0.13$1.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.48$0.06$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.66$0.20$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$0.79$0.07$0.72
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.61$0.14$0.47
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.79$0.00$3.79$0.32$0.12$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.60$0.04$0.57
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.64$0.04$0.60
2013Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.73$0.03$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.05