Civic Intelligence

Evelyn Kading Clark Trust Under Will

EIN 39-6551587 • 501(c)3 • Sun Prairie, WI

Profile

CHARITABLE PURPOSES

695 South Grand Ave 101Sun Prairie, WI 53590

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

100th percentile

13764%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

28th percentile

-5.4%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$999,058

Down $57,532 (-5.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$999,058

Down $57,532 (-5.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$418

Down $16,552 (-103%) from 2024

Expenses

Down

$57,114

Down $32,860 (-37%) from 2024

Net Income

Up

-$57,532

Up $16,308 (+22%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $980,489Liabilities 2012: $0Net Assets 2012: $980,4892012Assets 2013: $969,025Liabilities 2013: $0Net Assets 2013: $969,0252013Assets 2014: $976,555Liabilities 2014: $0Net Assets 2014: $976,5552014Assets 2015: $1,000,875Liabilities 2015: $0Net Assets 2015: $1,000,8752015Assets 2016: $982,658Liabilities 2016: $0Net Assets 2016: $982,6582016Assets 2017: $999,475Liabilities 2017: $0Net Assets 2017: $999,4752017Assets 2018: $1,040,618Liabilities 2018: $0Net Assets 2018: $1,040,6182018Assets 2019: $1,062,288Liabilities 2019: $0Net Assets 2019: $1,062,2882019Assets 2020: $1,043,255Liabilities 2020: $0Net Assets 2020: $1,043,2552020Assets 2021: $1,060,642Liabilities 2021: $0Net Assets 2021: $1,060,6422021Assets 2022: $1,048,115Liabilities 2022: $0Net Assets 2022: $1,048,1152022Assets 2023: $1,137,465Liabilities 2023: $0Net Assets 2023: $1,137,4652023Assets 2024: $1,056,590Liabilities 2024: $0Net Assets 2024: $1,056,5902024Assets 2025: $999,058Liabilities 2025: $0Net Assets 2025: $999,0582025

Highlighted filing

2025

Assets$999,058
Liabilities$0
Net Assets$999,058
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2012: $42,492Expenses 2012: $54,395Net Income 2012: -$11,9032012Revenue 2013: $44,163Expenses 2013: $55,627Net Income 2013: -$11,4642013Revenue 2014: $63,147Expenses 2014: $55,617Net Income 2014: $7,5302014Revenue 2015: $76,837Expenses 2015: $52,517Net Income 2015: $24,3202015Revenue 2016: $31,748Expenses 2016: $49,354Net Income 2016: -$17,6062016Revenue 2017: $60,988Expenses 2017: $46,188Net Income 2017: $14,8002017Revenue 2018: $83,620Expenses 2018: $41,826Net Income 2018: $41,7942018Revenue 2019: $72,198Expenses 2019: $50,607Net Income 2019: $21,5912019Revenue 2020: $29,161Expenses 2020: $41,753Net Income 2020: -$12,5922020Revenue 2021: $80,050Expenses 2021: $62,687Net Income 2021: $17,3632021Revenue 2022: $66,118Expenses 2022: $78,645Net Income 2022: -$12,5272022Revenue 2023: $89,596Expenses 2023: $7,955Net Income 2023: $81,6412023Revenue 2024: $16,134Expenses 2024: $89,974Net Income 2024: -$73,8402024Revenue 2025: -$418Expenses 2025: $57,114Net Income 2025: -$57,5322025

Highlighted filing

2025

Revenue-$418
Expenses$57,114
Net Income-$57,532
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$999,058
Liabilities
$0
Net assets
$999,058
Revenue
-$418
Expenses
$57,114
Net income
-$57,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.06$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.09$0.01$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.05$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.04$0.04
2017Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.06$0.05$0.01
2016Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.03$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.08$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.06$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.04$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.04$0.05$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 20, 2025
Return Version
2024v5.1
Gross Receipts
$274,126
Mission and Program Overview

Mission

CHARITABLE PURPOSES

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,056,590$999,058▼ $57,532
Rtn Earn Endowment Incm Other Fnds$1,056,590$999,058▼ $57,532
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,056,590$999,058▼ $57,532
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,056,590$999,058▼ $57,532
Total Liabilities and Net Assets / Fund Balance$1,056,590$999,058▼ $57,532
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-418
Other Revenue
$0
Change in Net Assets
$-57,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,000
Other Expenses$17,114
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,000--$40,000
Fees for Service Investment Mgmnt Fees-$15,783-$15,783
Fees for Services Accounting-$1,216-$1,216
Other Expenses-$115-$115
Total Functional Expenses$40,000$17,114$0$57,114
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Karl Junginger Memorial LibraryWaterloo, WI-All Income From the Trust Goes to the Karl Junginger Memorial Library$40,000
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 35% controlled entity
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, Part VI, Section B, Line 11B

“N/A”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“N/A”

Filing and Contact Details

Filer

Filer Name
Evelyn Kading Clark Trust Under Will
EIN
39-6551587
Phone
6084671850
Address
695 SOUTH GRAND AVE 101, SUN PRAIRIE, WI 53590

Signing Officer

Name
Rod Ellenbecker
Title
Sr. VP
Phone
6084671850
Signed
2025-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rod Ellenbecker
Formed
2004
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Meicher Cpas Llp
Address
2349 DEMING WAY SUITE 300, MIDDLETON, WI 53562
Preparer
Meicher Cpas Llp
Phone
6088261900
Raw XML Appendix257 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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