Civic Intelligence

Forward Endowment Trust

990 • Fiscal year 2021 • EIN 39-6570412

Jan 01, 2021 to Dec 31, 2021 • 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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$7,720

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

61st percentile

17%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

404%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$651,178

Up $94,399 (+17%) from 2020

Net Assets

Up

$651,178

Up $94,399 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$105,466

Up $84,545 (+404%) from 2020

Expenses

Down

$11,108

Down $1,263 (-10%) from 2020

Net Income

Up

$94,358

Up $85,808 (+1004%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$651,178
Liabilities$0
Net Assets$651,178
Open 2021 Filing

Operations Trend

Revenue Growth97th 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

2021

Revenue$105,466
Expenses$11,108
Net Income$94,358
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 22, 2019
Return Version
2021v4.1
Gross Receipts
$129,814
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$556,779$651,178▲ $94,399
Investments in Publicly Traded Securities$534,877$621,040▲ $86,163
Savings and Temporary Cash Investments$21,902$30,138▲ $8,236
Total Assets$556,779$651,178▲ $94,399
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$556,779$651,178▲ $94,399
Total Liabilities and Net Assets / Fund Balance$556,779$651,178▲ $94,399
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleBaseTotal
-Trustee$7,720$7,720
Revenue and Support

Revenue Composition

Contributions and Grants
$57,097
Program Service Revenue
$0
Investment Income
$48,369
Other Revenue
$0
All Other Contributions
$57,097
Change in Net Assets
$94,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,720
Grants and Similar Amounts Paid$3,311
Other Expenses$77
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$7,720-$7,720
Grants to Domestic Orgs$3,311--$3,311
All Other Expenses-$77-$77
Total Functional Expenses$3,311$7,797$0$11,108
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, Part XI, Line 9

“Timing of income adjustment: $41”

Raw XML Appendix272 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/AllOtherExpensesGrp/TotalAmt077
IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum09206832428
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IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057097
IRS990/CYGrantsAndSimilarPaidAmt03311
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IRS990/CYOtherExpensesAmt077
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalRevenueAmt0105466
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/Desc0LARABEE SPORTSMENS CLUB
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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt03000
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07720
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt03000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03311
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03311
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt061133
IRS990/GrossReceiptsAmt0129814
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011584
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011584
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0534877
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0621040
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024348
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FUND PROJECTS RELATING TO CONSERVATION AND RELATED EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0556779
IRS990/NetAssetsOrFundBalancesEOYAmt0651178
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036785
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036785
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt041
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSERVATION EDUCATION INC
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0311
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0311
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04403
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05840
IRS990/PYInvestmentIncomeAmt016518
IRS990/PYOtherExpensesAmt055
IRS990/PYRevenuesLessExpensesAmt08550
IRS990/PYSalariesCompEmpBnftPaidAmt06476
IRS990/PYTotalExpensesAmt012371
IRS990/PYTotalRevenueAmt020921
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt094358
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0556779
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0651178
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021902
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030138
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06000
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013963
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt063167
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt076575
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057097
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076575
IRS990ScheduleA/TotalSupportAmt0139742
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Endowment doesn't have members just a grant committee. The trustee is responsible for all duties.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3If a request is made the documents are provided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4If a request is made the documents are provided.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TIMING OF INCOME ADJUSTMENT: $41
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalVolunteersCnt07
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IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASSOCIATED TRUST COMPANY NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203275610
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORWARD ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORW
ReturnHeader/Filer/EIN0396570412
ReturnHeader/Filer/PhoneNum09203275610
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ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0543072800
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
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/PreparationDt02022-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02022-04-14T10:00:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$651,178
Liabilities
$0
Net assets
$651,178
Revenue
$105,466
Expenses
$11,108
Net income
$94,358
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $500k-$1M nonprofits