Civic Intelligence

Forward Endowment Trust

EIN 39-6570412 • 501(c)3 • Green Bay, WI

Profile

To fund projects relating to conservation and related education

PO Box 12800Green Bay, WI 54307-2800

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 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

3.6%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

141%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$721,372

Up $42,888 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$721,372

Up $42,888 (+6.3%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin94th percentile

Revenue

Up

$56,862

Up $19,816 (+53%) from 2023

Expenses

Up

$15,057

Up $2,505 (+20%) from 2023

Net Income

Up

$41,805

Up $17,311 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$800K$600K$400K$200K$0Assets 2011: $397,447Liabilities 2011: $02011Assets 2012: $406,381Liabilities 2012: $02012Assets 2013: $421,372Liabilities 2013: $02013Assets 2014: $444,455Liabilities 2014: $02014Assets 2015: $462,130Liabilities 2015: $02015Assets 2016: $479,044Liabilities 2016: $02016Assets 2017: $501,908Liabilities 2017: $0Net Assets 2017: $501,9082017Assets 2018: $529,686Liabilities 2018: $0Net Assets 2018: $529,6862018Assets 2019: $548,292Liabilities 2019: $0Net Assets 2019: $548,2922019Assets 2020: $556,779Liabilities 2020: $0Net Assets 2020: $556,7792020Assets 2021: $651,178Liabilities 2021: $0Net Assets 2021: $651,1782021Assets 2022: $655,110Liabilities 2022: $0Net Assets 2022: $655,1102022Assets 2023: $678,484Liabilities 2023: $0Net Assets 2023: $678,4842023Assets 2024: $721,372Liabilities 2024: $0Net Assets 2024: $721,3722024

Highlighted filing

2024

Assets$721,372
Liabilities$0
Net Assets$721,372
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$150K$100K$50K$0Revenue 2011: $14,579Expenses 2011: $7,849Net Income 2011: $6,7302011Revenue 2012: $19,282Expenses 2012: $10,347Net Income 2012: $8,9352012Revenue 2013: $25,121Expenses 2013: $10,217Net Income 2013: $14,9042013Revenue 2014: $31,350Expenses 2014: $8,261Net Income 2014: $23,0892014Revenue 2015: $30,979Expenses 2015: $13,304Net Income 2015: $17,6752015Revenue 2016: $23,736Expenses 2016: $6,821Net Income 2016: $16,9152016Revenue 2017: $34,427Expenses 2017: $11,378Net Income 2017: $23,0492017Revenue 2018: $39,525Expenses 2018: $13,136Net Income 2018: $26,3892018Revenue 2019: $30,986Expenses 2019: $13,264Net Income 2019: $17,7222019Revenue 2020: $20,921Expenses 2020: $12,371Net Income 2020: $8,5502020Revenue 2021: $105,466Expenses 2021: $11,108Net Income 2021: $94,3582021Revenue 2022: $15,349Expenses 2022: $11,085Net Income 2022: $4,2642022Revenue 2023: $37,046Expenses 2023: $12,552Net Income 2023: $24,4942023Revenue 2024: $56,862Expenses 2024: $15,057Net Income 2024: $41,8052024

Highlighted filing

2024

Revenue$56,862
Expenses$15,057
Net Income$41,805
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$721,372
Liabilities
$0
Net assets
$721,372
Revenue
$56,862
Expenses
$15,057
Net income
$41,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.57$0.15$0.42
2023Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.37$0.13$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.15$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$1.05$0.11$0.94
2020Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.21$0.12$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.31$0.13$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.40$0.13$0.26
2017Summary only. Only limited summary data is available for this year.$5.02$0.00$5.02$0.34$0.11$0.23
2016Summary only. Only limited summary data is available for this year.$4.79$0.00$0.24$0.07$0.17
2015Summary only. Only limited summary data is available for this year.$4.62$0.00$0.31$0.13$0.18
2014Summary only. Only limited summary data is available for this year.$4.44$0.00$0.31$0.08$0.23
2013Summary only. Only limited summary data is available for this year.$4.21$0.00$0.25$0.10$0.15
2012Summary only. Only limited summary data is available for this year.$4.06$0.00$0.19$0.10$0.09
2011Summary only. Only limited summary data is available for this year.$3.97$0.00$0.15$0.08$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$157,065
Mission and Program Overview

Mission

To fund projects relating to conservation and related education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$678,484$721,372▲ $42,888
Investments in Publicly Traded Securities$616,801$694,388▲ $77,587
Savings and Temporary Cash Investments$61,683$26,984▼ $34,699
Total Assets$678,484$721,372▲ $42,888
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$678,484$721,372▲ $42,888
Total Liabilities and Net Assets / Fund Balance$678,484$721,372▲ $42,888
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Trustee$8,209$8,209
Revenue and Support

Revenue Composition

Contributions and Grants
$9,500
Program Service Revenue
$0
Investment Income
$47,362
Other Revenue
$0
All Other Contributions
$9,500
Change in Net Assets
$41,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,209
Grants and Similar Amounts Paid$6,683
Other Expenses$165
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$8,209-$8,209
Grants to Domestic Orgs$6,683--$6,683
All Other Expenses-$165-$165
Total Functional Expenses$6,683$8,374$0$15,057
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
Backup withholding compliance
Yes
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

“Endowment doesn't have members just a grant committee. The trustee is responsible for all duties.”

FORM 990, PAGE 6, PART VI, LINE 15A

“N/A”

FORM 990, PAGE 6, PART VI, LINE 15B

“N/A”

Form 990, Page 6, Part VI, Line 18

“If a request is made the documents are provided.”

Form 990, Page 6, Part VI, Line 19

“If a request is made the documents are provided.”

Form 990, Page 7, Part VII, Section A

“2”

Filing and Contact Details

Filer

Filer Name
Forward Endowment Trust
EIN
39-6570412
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9203275610
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Shirley Hu
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing of income adjustment: $615, prior year sale post in 01/02/2024: $466.”

Raw XML Appendix278 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
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
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IRS990/IndependentVotingMemberCnt07
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0616801
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0694388
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO FUND PROJECTS RELATING TO CONSERVATION AND RELATED EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0678484
IRS990/NetAssetsOrFundBalancesEOYAmt0721372
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01083
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01520
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYTotalExpensesAmt012552
IRS990/PYTotalRevenueAmt037046
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt041805
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0678484
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0721372
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Endowment doesn't have members just a grant committee. The trustee is responsible for all duties.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3If a request is made the documents are provided.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ASSOCIATED TRUST COMPANY NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHIRLEY HU
ReturnHeader/ReturnTs02025-05-04T21:01:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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