Civic Intelligence

Forward Emdowment Tr

990 • Fiscal year 2018 • EIN 39-6570412

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization ProfileN/A
PO Box 12800Green Bay, WI 54307-2800

(920) 327-5610

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$529,686

Up $27,778 (+5.5%) from 2017

Net Assets

Up

$529,686

Up $27,778 (+5.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Up

$39,525

Up $5,098 (+15%) from 2017

Expenses

Up

$13,136

Up $1,758 (+15%) from 2017

Net Income

Up

$26,389

Up $3,340 (+14%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$529,686
Liabilities$0
Net Assets$529,686
Open 2018 Filing

Operations Trend

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

2018

Revenue$39,525
Expenses$13,136
Net Income$26,389
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.0
Gross Receipts
$96,527
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$501,908$529,686▲ $27,778
Investments in Publicly Traded Securities$451,900$511,561▲ $59,661
Savings and Temporary Cash Investments$50,008$18,125▼ $31,883
Total Assets$501,908$529,686▲ $27,778
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$501,908$529,686▲ $27,778
Total Liabilities and Net Assets / Fund Balance$501,908$529,686▲ $27,778
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$5,960$5,960

Board Members and Trustees

NameTitle
Brian SchultzDirector
Dean HalversonDirector
Dick KrummelDirector
Mike WicksDirector
Terry BusseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,500
Program Service Revenue
$0
Investment Income
$35,025
Other Revenue
$0
All Other Contributions
$4,500
Change in Net Assets
$26,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,010
Salaries, Compensation, and Employee Benefits$5,960
Other Expenses$166
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,010--$7,010
Current Officers, Directors, Trustees, and Key Employees-$5,960-$5,960
All Other Expenses-$166-$166
Total Functional Expenses$7,010$6,126$0$13,136
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 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
2019-04-22
Discuss with paid preparer
Yes

Organization Details

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

Preparer

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

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“CONSERVATION EDUCATION”

Explanation for Form 990, Part XI, Line 9

“Timing of income adjustment: $1,409; adjustment to basis: <$20>”

Raw XML Appendix315 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Endowment doesn't have members just a grant committee. The trustee is responsible for all duties.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5If a request is made the documents are provided.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY KOWALCZYK
ReturnHeader/ReturnTs02019-04-24T07:00:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$529,686
Liabilities
$0
Net assets
$529,686
Revenue
$39,525
Expenses
$13,136
Net income
$26,389
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