Civic Intelligence

Evelyn Kading Clark Tr UW 11276314100

990 • Fiscal year 2021 • EIN 39-6551587

Apr 01, 2020 to Mar 31, 2021 • Filed on May 10, 2021

695 S Grand AveSun Prairie, WI 53590

(608) 467-1850

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

64th percentile

22%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$3,689

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

1.7%

Faster asset growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

175%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,060,642

Up $17,387 (+1.7%) from 2020

Net Assets

Up

$1,060,642

Up $17,387 (+1.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$80,050

Up $50,889 (+175%) from 2020

Expenses

Up

$62,687

Up $20,934 (+50%) from 2020

Net Income

Up

$17,363

Up $29,955 (+238%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,060,642
Liabilities$0
Net Assets$1,060,642

Operations Trend

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

2021

Revenue$80,050
Expenses$62,687
Net Income$17,363
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$381,293
Mission and Program Overview

Mission

CHARITY PURPOSES

CHARITABLE PURPOSES

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,043,255$1,060,642▲ $17,387
Rtn Earn Endowment Incm Other Fnds$1,043,255$1,060,642▲ $17,387
Total Assets$1,043,255$1,060,642▲ $17,387
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,043,255$1,060,642▲ $17,387
Total Liabilities and Net Assets / Fund Balance$1,043,255$1,060,642▲ $17,387
Compensation and Service Providers

Employees

NameTitleBaseTotal
Sva Trust Company LLCTrustee$3,689$3,689
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,050
Other Revenue
$0
Change in Net Assets
$17,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,120
Other Expenses$6,878
Salaries, Compensation, and Employee Benefits$3,689
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,120--$52,120
Fees for Service Investment Mgmnt Fees-$6,028-$6,028
Current Officers, Directors, Trustees, and Key Employees-$3,689-$3,689
Fees for Services Accounting-$800-$800
Fees for Services Other-$50-$50
Total Functional Expenses$52,120$10,567$0$62,687
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Karl Junginger Memorial LibraryWaterloo, WI--$52,120
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
6084671850
Address
695 S GRAND AVE, SUN PRAIRIE, WI 53590

Signing Officer

Name
Rod Ellenbecker
Title
Sr. VP
Phone
6084671850
Signed
2021-05-10
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
PAUL O'DONNELL
Phone
7182549101
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XI, Line 9

Rounding: $24:00

Explanation for Form 990, Part XI, Line 9

See explanation.

Raw XML Appendix248 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CHARITABLE PURPOSES
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF SUN PRAIRIE
IRS990/BooksInCareOfDetail/PhoneNum06084671850
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0695 S GRAND AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SUN PRAIRIE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053590
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03689
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03689
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt052120
IRS990/CYInvestmentIncomeAmt080050
IRS990/CYOtherExpensesAmt06878
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt017363
IRS990/CYSalariesCompEmpBnftPaidAmt03689
IRS990/CYTotalExpensesAmt062687
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080050
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ALL INCOME GRANTS GO TO KARL JUNGINGER MEMORIAL LIBRARY
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt062687
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0800
IRS990/FeesForServicesAccountingGrp/TotalAmt0800
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt050
IRS990/FeesForServicesOtherGrp/TotalAmt050
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06028
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06028
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0SVA TRUST COMPANY LLC
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03689
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt035740
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt052120
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt052120
IRS990/GrantsToDomesticOrgsGrp/TotalAmt052120
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0336983
IRS990/GrossReceiptsAmt0381293
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt044310
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044310
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01043255
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01060642
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0301243
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CHARITABLE PURPOSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01043255
IRS990/NetAssetsOrFundBalancesEOYAmt01060642
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt035740
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt024
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt030000
IRS990/PYInvestmentIncomeAmt029161
IRS990/PYOtherExpensesAmt07664
IRS990/PYRevenuesLessExpensesAmt0-12592
IRS990/PYSalariesCompEmpBnftPaidAmt04089
IRS990/PYTotalExpensesAmt041753
IRS990/PYTotalRevenueAmt029161
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt017363
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt080050
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01043255
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01060642
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt052120
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KARL JUNGINGER MEMORIAL LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0C/O CITY OF WATERLOO
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0LOIS BAIRD CITY TREASURER
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERLOO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053594
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL INCOME GRANTS GO TO KARL JUNGINGER MEMORIAL LIBRARY
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0NONE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rounding: $24:00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY WAS GIVEN A COPY OF THE FORM 990 AND ALL WORKPAPERS TO REVIEW PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3See explanation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Page 12, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01043255
IRS990/TotalAssetsEOYAmt01060642
IRS990/TotalAssetsGrp/BOYAmt01043255
IRS990/TotalAssetsGrp/EOYAmt01060642
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010567
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052120
IRS990/TotalFunctionalExpensesGrp/TotalAmt062687
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01043255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01060642
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt062687
IRS990/TotalReportableCompFromOrgAmt03689
IRS990/TotalRevenueGrp/ExclusionAmt044310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01043255
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01060642
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROD ELLENBECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR. VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06084671850
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVELYN KADING CLARK TRUST UNDER WILL
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0396551587
ReturnHeader/Filer/PhoneNum06084671850
ReturnHeader/Filer/USAddress/AddressLine1Txt0695 S GRAND AVE
ReturnHeader/Filer/USAddress/CityNm0SUN PRAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053590
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471117820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TAX CONSULTANTS LLC
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/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL O'DONNELL
ReturnHeader/ReturnTs02021-05-13T08:00:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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