Civic Intelligence

Evelyn Kading Clark Tr UW 11276314100

990 • Fiscal year 2020 • EIN 39-6551587

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 29, 2020

Organization ProfileN/A
1221 John Q Hammons DrMadison, WI 53717

(608) 824-8600

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$4,089

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

25th percentile

-1.8%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,043,255

Down $19,033 (-1.8%) from 2019

Net Assets

Down

$1,043,255

Down $19,033 (-1.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin8th percentile

Revenue

Down

$29,161

Down $43,037 (-60%) from 2019

Expenses

Down

$41,753

Down $8,854 (-17%) from 2019

Net Income

Down

-$12,592

Down $34,183 (-158%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2020

Assets$1,043,255
Liabilities$0
Net Assets$1,043,255
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$29,161
Expenses$41,753
Net Income-$12,592
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 29, 2020
Return Version
2019v5.0
Gross Receipts
$680,729
Mission and Program Overview

Mission

CHARITABLE PURPOSES

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,062,288$1,043,255▼ $19,033
Rtn Earn Endowment Incm Other Fnds$1,062,288$1,043,255▼ $19,033
Total Assets$1,062,288$1,043,255▼ $19,033
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,062,288$1,043,255▼ $19,033
Total Liabilities and Net Assets / Fund Balance$1,062,288$1,043,255▼ $19,033
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Sva Trust Company LLCTrustee$4,089$4,089
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,161
Other Revenue
$0
Change in Net Assets
$-12,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$7,664
Salaries, Compensation, and Employee Benefits$4,089
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Fees for Service Investment Mgmnt Fees-$6,817-$6,817
Current Officers, Directors, Trustees, and Key Employees-$4,089-$4,089
Fees for Services Accounting-$800-$800
Fees for Services Other-$47-$47
Total Functional Expenses$30,000$11,753$0$41,753
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Karl Junginger Memorial LibraryWaterloo, WI--$30,000
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, Page 6, Part VI, Line 11-description of Process for Review

“The governing body was given a copy of the form 990 and all workpapers to review prior to filing of the return.”

Form 990, Page 6, Part VI, Line 19

“N/A”

Filing and Contact Details

Filer

Filer Name
Evelyn Kading Clark Trust Under Will
EIN
39-6551587
Phone
6088248600
Address
1221 JOHN Q HAMMONS DR, MADISON, WI 53717

Signing Officer

Name
Andrew Brienen
Title
Trust Officer
Phone
6088248600
Signed
2020-06-29
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Fiduciary Tax Consultants LLC
Address
56 COURT STREET - SUITE 4K, BROOKLYN, NY 11201
Preparer
Samuel Hercules
Phone
7182549101
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XI, Line 5

“Disallowed Viacom Inc wash sale loses: -$3,613.00”

Form 990, Page 12, Part XI, Line 9

“Amortization: -$3,137.00”

Form 990, Page 12, Part XI, Line 9

“Accrued interest paid at purchase of bonds but not deducted in 2019: $275.00”

Form 990, Page 12, Part XI, Line 9

“Tax deferral of 2019 income to 2020: $41.00”

Form 990, Page 12, Part XI, Line 9

“Rounding: $-7:00”

Explanation for Form 990, Part XI, Line 9

“See explanation.”

Raw XML Appendix262 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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IRS990/GrantsToOrganizationsInd0true
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01062288
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-31595
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3613
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2828
IRS990/PartialLiquidationInd0false
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-12592
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Disallowed Viacom Inc wash sale loses: -$3,613.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Amortization: -$3,137.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accrued interest paid at purchase of bonds but not deducted in 2019: $275.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Tax deferral of 2019 income to 2020: $41.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding: $-7:00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING BODY WAS GIVEN A COPY OF THE FORM 990 AND ALL WORKPAPERS TO REVIEW PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7See explanation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Page 12, Part XI, Line 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Page 12, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Page 12, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Page 12, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Page 12, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02020-11-06 18:47:13Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056 COURT STREET - SUITE 4K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011201
ReturnHeader/PreparerPersonGrp/PhoneNum07182549101
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL HERCULES
ReturnHeader/ReturnTs02020-07-08T11:12:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,043,255
Liabilities
$0
Net assets
$1,043,255
Revenue
$29,161
Expenses
$41,753
Net income
-$12,592
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