Civic Intelligence

Owen G Duncan Revocable Trust

990PF • Fiscal year 2019 • EIN 39-6550386

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 03, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(715) 839-6478

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$37,975

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-0.3%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,529,597

Up $157,500 (+6.6%) from 2018

Net Assets

Up

$2,529,597

Up $157,500 (+6.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Down

$382,806

Down $1,047 (-0.3%) from 2018

Expenses

Up

$225,315

Up $5,619 (+2.6%) from 2018

Net Income

Down

$157,491

Down $6,666 (-4.1%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,311,122Liabilities 2010: $0Net Assets 2010: $2,311,1222010Assets 2011: $2,395,389Liabilities 2011: $0Net Assets 2011: $2,395,3892011Assets 2012: $2,298,105Liabilities 2012: $0Net Assets 2012: $2,298,1052012Assets 2013: $2,200,185Liabilities 2013: $0Net Assets 2013: $2,200,1852013Assets 2014: $2,146,807Liabilities 2014: $0Net Assets 2014: $2,146,8072014Assets 2015: $2,063,604Liabilities 2015: $0Net Assets 2015: $2,063,6042015Assets 2016: $2,035,267Liabilities 2016: $0Net Assets 2016: $2,035,2672016Assets 2017: $2,052,072Liabilities 2017: $0Net Assets 2017: $2,052,0722017Assets 2018: $2,372,097Liabilities 2018: $0Net Assets 2018: $2,372,0972018Assets 2019: $2,529,597Liabilities 2019: $1Net Assets 2019: $2,529,5972019Assets 2020: $2,520,086Liabilities 2020: $0Net Assets 2020: $2,520,0862020Assets 2021: $2,709,495Liabilities 2021: $0Net Assets 2021: $2,709,4952021Assets 2022: $2,632,682Liabilities 2022: $0Net Assets 2022: $2,632,6822022Assets 2023: $2,597,105Liabilities 2023: $0Net Assets 2023: $2,597,1052023Assets 2024: $2,518,703Liabilities 2024: $0Net Assets 2024: $2,518,7032024

Highlighted filing

2019

Assets$2,529,597
Liabilities$1
Net Assets$2,529,597
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $132,1242010Expenses 2011: $152,4122011Expenses 2012: $169,8542012Revenue 2013: $67,134Expenses 2013: $167,415Net Income 2013: -$100,2812013Revenue 2014: $129,067Expenses 2014: $181,861Net Income 2014: -$52,7942014Revenue 2015: $114,792Expenses 2015: $197,993Net Income 2015: -$83,2012015Revenue 2016: $167,055Expenses 2016: $198,351Net Income 2016: -$31,2962016Revenue 2017: $372,887Expenses 2017: $197,139Net Income 2017: $175,7482017Revenue 2018: $383,853Expenses 2018: $219,696Net Income 2018: $164,1572018Revenue 2019: $382,806Expenses 2019: $225,315Net Income 2019: $157,4912019Revenue 2020: $212,683Expenses 2020: $221,675Net Income 2020: -$8,9922020Revenue 2021: $417,308Expenses 2021: $224,154Net Income 2021: $193,1542021Revenue 2022: $190,516Expenses 2022: $264,737Net Income 2022: -$74,2212022Revenue 2023: $202,622Expenses 2023: $236,356Net Income 2023: -$33,7342023Revenue 2024: $158,154Expenses 2024: $234,027Net Income 2024: -$75,8732024

Highlighted filing

2019

Revenue$382,806
Expenses$225,315
Net Income$157,491
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 3, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$37,975-$37,975
Filing and Contact Details

Filer

Filer Name
OWEN G DUNCAN UNITRUST #2
EIN
39-6550386
Phone
7158396478
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
7158396478
Signed
2020-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 525 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt196353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt316192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt416604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt556217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt693361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt748427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt816704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt951143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11122354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12104804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1315690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1573596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt168814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1712789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02467.613 CALVERT SHORT DURATION INCOME I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500. INVESCO QQQ TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2220. ISHARES DOW JONES SELECT DIV ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100. ISHARES RUSSELL 1000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100. ISHARES RUSSELL 1000 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5725. ISHARES S&P SMALL CAP 600 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61750. ISHARES BARCLAYS 1 3 YEAR CREDIT ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7.009 TIAA CREF SHORT TERM BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8250. INVESCO QQQ TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100. ISHARES RUSSELL 1000 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10550. ISHARES DJ US REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11125. ISHARES S&P SMALL CAP 600 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1212600.806 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc131300. VANGUARD SHORT TERM BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1475. INVESCO QQQ TRUST ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1520. ISHARES RUSSELL 1000 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16425. ISHARES RUSSELL 1000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1750. ISHARES RUSSELL 1000 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1840. STANDARD & POORS DEPOSITARY RECEIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0291683
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0157491
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02529597
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02372097
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02529597
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0184962
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0184962
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0184962
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0188429
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03467
IRS990PF/DistributableAmountGrp/TotalTaxAmt03467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03468
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06992
IRS990PF/FMVAssetsEOYAmt03958352
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02372097
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02529597
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01140
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01140
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0906844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0751133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0760112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01420051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01613205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03032803
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02560
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05228
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05228
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0125000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0125178
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt042642
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033891
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt033891
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02372097
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02529597
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03958352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02372097
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02529597
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02372097
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02529597
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03825963
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050764
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03775199
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057389
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0188429
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03768574
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03825963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt037975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0178118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0181585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0172925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0165814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0169431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0163195
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0151117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03768574
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03786348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03666128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03297355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03364715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03318946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0182456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.236318
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0178989
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0182456
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03467
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0182456
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0131 S BARSTOW STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EAU CLAIRE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,529,597
Liabilities
$1
Net assets
$2,529,597
Revenue
$382,806
Expenses
$225,315
Net income
$157,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.16$0.23$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.20$0.24$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.19$0.26$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.42$0.22$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.21$0.22$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.38$0.23$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.38$0.22$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.37$0.20$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.17$0.20$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.11$0.20$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.13$0.18$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.17$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.13