Civic Intelligence

Anne Talen Foundation

990PF • Fiscal year 2024 • EIN 39-6511259

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 12, 2025

Organization Profile
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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-32%

Higher net margin than 16% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$3,879

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-1.8%

Faster asset growth than 44% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$313,793

Down $5,772 (-1.8%) from 2023

Net Assets

Down

$313,793

Down $5,772 (-1.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Up

$18,300

Up $3,437 (+23%) from 2023

Expenses

Up

$24,072

Up $1,263 (+5.5%) from 2023

Net Income

Up

-$5,772

Up $2,174 (+27%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2024

Assets$313,793
Liabilities$0
Net Assets$313,793
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

2024

Revenue$18,300
Expenses$24,072
Net Income-$5,772
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUST POINT INCTrustee-$3,879-$3,879
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
2025-03-12
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 Appendix363 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
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 FOUNDATION INC
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/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03233 BURTON ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1608 ELM AVENUE W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2E6490 S COUNTY ROAD E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32321 STOUT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43409 SOUTH GATEWAY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58970 BYRON COMMERCE DR SW
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/CityNm5BYRON CENTER
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/ZIPCd154751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd457106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549315
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018000
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/AppliedToCurrentYearAmt017647
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07385
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01403
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03304
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01321
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01403
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07680
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06277
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt093
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt093
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS IDA TRUST POINT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08006589474
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-12
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PETERSON CPA
ReturnHeader/ReturnTs02025-03-13T10:08:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$313,793
Liabilities
$0
Net assets
$313,793
Revenue
$18,300
Expenses
$24,072
Net income
-$5,772
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.18$0.24$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.15$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.11$0.27$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.32$0.25$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.19$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.17$0.23$0.06
2015Summary only. Only limited summary data is available for this year.$3.50$0.00$0.23$0.24$0.00
2014Summary only. Only limited summary data is available for this year.$3.50$0.00$0.47$0.27$0.20
2013Summary only. Only limited summary data is available for this year.$3.30$0.00$0.36$0.23$0.13
2012Summary only. Only limited summary data is available for this year.$3.17$0.00$0.12$0.22$0.10
2011Summary only. Only limited summary data is available for this year.$3.27$0.00$0.17$0.22$0.05