Civic Intelligence

Anne Talen Foundation

990PF • Fiscal year 2020 • EIN 39-6511259

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 01, 2021

CO Trust Point Inc 7 S Dewey StEau Claire, WI 54701

(800) 658-9474

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

24th percentile

-20%

Higher net margin than 24% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,044

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 15.7% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.2%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

13%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$336,055

Down $3,944 (-1.2%) from 2019

Net Assets

Down

$336,055

Down $3,944 (-1.2%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue

Up

$19,338

Up $2,254 (+13%) from 2019

Expenses

Down

$23,282

Down $89 (-0.4%) from 2019

Net Income

Up

-$3,944

Up $2,343 (+37%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $326,670Liabilities 2011: $02011Assets 2012: $316,575Liabilities 2012: $02012Assets 2013: $329,622Liabilities 2013: $02013Assets 2014: $349,991Liabilities 2014: $02014Assets 2015: $349,783Liabilities 2015: $02015Assets 2019: $339,999Liabilities 2019: $1Net Assets 2019: $339,9992019Assets 2020: $336,055Liabilities 2020: $1Net Assets 2020: $336,0552020Assets 2021: $343,498Liabilities 2021: $1Net Assets 2021: $343,4982021Assets 2022: $327,511Liabilities 2022: $1Net Assets 2022: $327,5112022Assets 2023: $319,565Liabilities 2023: $1Net Assets 2023: $319,5652023Assets 2024: $313,793Liabilities 2024: $0Net Assets 2024: $313,7932024

Highlighted filing

2020

Assets$336,055
Liabilities$1
Net Assets$336,055

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $16,524Expenses 2011: $21,713Net Income 2011: -$5,1892011Revenue 2012: $11,632Expenses 2012: $21,727Net Income 2012: -$10,0952012Revenue 2013: $36,387Expenses 2013: $23,340Net Income 2013: $13,0472013Revenue 2014: $46,924Expenses 2014: $26,555Net Income 2014: $20,3692014Revenue 2015: $23,380Expenses 2015: $23,588Net Income 2015: -$2082015Revenue 2019: $17,084Expenses 2019: $23,371Net Income 2019: -$6,2872019Revenue 2020: $19,338Expenses 2020: $23,282Net Income 2020: -$3,9442020Revenue 2021: $31,945Expenses 2021: $24,502Net Income 2021: $7,4432021Revenue 2022: $11,164Expenses 2022: $27,151Net Income 2022: -$15,9872022Revenue 2023: $14,863Expenses 2023: $22,809Net Income 2023: -$7,9462023Revenue 2024: $18,300Expenses 2024: $24,072Net Income 2024: -$5,7722024

Highlighted filing

2020

Revenue$19,338
Expenses$23,282
Net Income-$3,944
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 1, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUST POINT INCTrustee-$3,044-$3,044
Filing and Contact Details

Filer

Filer Name
Anne Talen Foundation
EIN
39-6511259
Phone
8006589474
Address
CO TRUST POINT INC 7 S DEWEY ST, EAU CLAIRE, WI 54701

Signing Officer

Name
Travis Ida Trust Point
Title
Trustee
Phone
8006589474
Signed
2021-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Raw XML Appendix379 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/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALVIN SEMINARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GFWC WOMEN'S CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LUDINGTON GUARD BAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MAYO CLINIC HEALTH SYSTEM - RED CEDAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE LUKE SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WORLD RENEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03233 BURTON STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21119 STOUT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32321 STOUT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43409 SOUTH GATEWAY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51700 28TH STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GRAND RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MENOMONIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MENOMONIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MENOMONIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GRAND RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049546
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd457106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549508
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019002
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018281
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0166
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02626
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0166
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019602
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01321
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02626
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01305
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt098
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS IDA TRUST POINT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08006589474
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNE TALEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0396511259
ReturnHeader/Filer/PhoneNum08006589474
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO TRUST POINT INC 7 S DEWEY ST
ReturnHeader/Filer/USAddress/CityNm0EAU CLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01502 LONDON ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055812
ReturnHeader/PreparerPersonGrp/PhoneNum02187224705
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02021-03-18T12:30:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRAVIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IDA TRUST POINT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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