Civic Intelligence

Forward Emdowment Tr

990 • Fiscal year 2019 • EIN 39-6570412

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

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

(920) 327-5610

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$548,292

Up $18,606 (+3.5%) from 2018

Net Assets

Up

$548,292

Up $18,606 (+3.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin93rd percentile

Revenue

Down

$30,986

Down $8,539 (-22%) from 2018

Expenses

Up

$13,264

Up $128 (+1.0%) from 2018

Net Income

Down

$17,722

Down $8,667 (-33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2019

Assets$548,292
Liabilities$0
Net Assets$548,292
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

2019

Revenue$30,986
Expenses$13,264
Net Income$17,722
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2019
Return Version
2019v5.0
Gross Receipts
$130,934
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$529,686$548,292▲ $18,606
Investments in Publicly Traded Securities$511,561$532,366▲ $20,805
Savings and Temporary Cash Investments$18,125$15,926▼ $2,199
Total Assets$529,686$548,292▲ $18,606
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$529,686$548,292▲ $18,606
Total Liabilities and Net Assets / Fund Balance$529,686$548,292▲ $18,606
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Trustee$6,131$6,131

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$4,575
Program Service Revenue
$0
Investment Income
$26,411
Other Revenue
$0
All Other Contributions
$4,575
Change in Net Assets
$17,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,007
Salaries, Compensation, and Employee Benefits$6,131
Other Expenses$126
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,007--$7,007
Current Officers, Directors, Trustees, and Key Employees-$6,131-$6,131
All Other Expenses-$126-$126
Total Functional Expenses$7,007$6,257$0$13,264
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
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
7

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Sandra Murphy
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: $952.85; adjustment to basis: <$69>”

Raw XML Appendix316 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/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0884
IRS990/PartialLiquidationInd0false
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THIS TRUST MEETS THE FACTS AND CIRCUMSTANCES TEST AS IT USUALLY RECEIVES OVER 10% FROM THE GENERAL PUBLIC. TAX YEAR 2016 WAS AN ANOMOLY AND HAS THE AFFECT OF LOWERING THE PERCENT OF SUPPORT OVER THE PAST FIVE YEARS. OUTSIDE OF TAX YEAR 2016, THIS TRUST NORMALLY RECEIVES A SUBSTANTIAL AMOUNT OF THEIR SUPPORT FROM THE GENERAL PUBLIC.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONSERVATION EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Endowment doesn't have members just a grant committee. The trustee is responsible for all duties.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4If a request is made the documents are provided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5If a request is made the documents are provided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TIMING OF INCOME ADJUSTMENT: $952.85; ADJUSTMENT TO BASIS: <$69>
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/ReturnTs02020-05-01T21:00:23-05:00
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$548,292
Liabilities
$0
Net assets
$548,292
Revenue
$30,986
Expenses
$13,264
Net income
$17,722
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