Civic Intelligence

Dora M Hansen Charitable Trust

990PF • Fiscal year 2024 • EIN 39-6570714

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

3913 W Prospect Avenue Suite 201Appleton, WI 54914-8797

(920) 380-9960

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

50th percentile

4.6%

Higher net margin than 50% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$4,493

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.6%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$766,357

Up $5,069 (+0.7%) from 2023

Net Assets

Up

$766,357

Up $5,069 (+0.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Down

$66,113

Down $1,792 (-2.6%) from 2023

Expenses

Up

$63,054

Up $8,964 (+17%) from 2023

Net Income

Down

$3,059

Down $10,756 (-78%) from 2023

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $808,880Liabilities 2010: $0Net Assets 2010: $808,8802010Assets 2011: $811,350Liabilities 2011: $0Net Assets 2011: $811,3502011Assets 2012: $753,468Liabilities 2012: $02012Assets 2013: $787,251Liabilities 2013: $02013Assets 2014: $917,048Liabilities 2014: $02014Assets 2015: $879,457Liabilities 2015: $02015Assets 2020: $815,363Liabilities 2020: $1Net Assets 2020: $815,3632020Assets 2021: $813,371Liabilities 2021: $1Net Assets 2021: $813,3712021Assets 2022: $746,975Liabilities 2022: $1Net Assets 2022: $746,9752022Assets 2023: $761,288Liabilities 2023: $1Net Assets 2023: $761,2882023Assets 2024: $766,357Liabilities 2024: $0Net Assets 2024: $766,3572024

Highlighted filing

2024

Assets$766,357
Liabilities$0
Net Assets$766,357

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2010: $58,8142010Expenses 2011: $51,7812011Revenue 2012: $23,615Expenses 2012: $81,497Net Income 2012: -$57,8822012Revenue 2013: $60,090Expenses 2013: $26,304Net Income 2013: $33,7862013Revenue 2014: $147,048Expenses 2014: $17,251Net Income 2014: $129,7972014Revenue 2015: $22,357Expenses 2015: $59,948Net Income 2015: -$37,5912015Revenue 2020: $57,159Expenses 2020: $52,202Net Income 2020: $4,9572020Revenue 2021: $64,881Expenses 2021: $66,513Net Income 2021: -$1,6322021Revenue 2022: $8,133Expenses 2022: $74,529Net Income 2022: -$66,3962022Revenue 2023: $67,905Expenses 2023: $54,090Net Income 2023: $13,8152023Revenue 2024: $66,113Expenses 2024: $63,054Net Income 2024: $3,0592024

Highlighted filing

2024

Revenue$66,113
Expenses$63,054
Net Income$3,059
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDICUARY PARTNERS TRUST COMPANYTrustee-$4,493-$4,493
Filing and Contact Details

Filer

Filer Name
Dora M Hansen Charitable Trust
EIN
39-6570714
Phone
9203809960
Address
3913 W PROSPECT AVENUE SUITE 201, APPLETON, WI 54914-8797

Signing Officer

Name
Fiduciary Partners Trust Company
Title
Trustee
Phone
9203809960
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
55 JEWELERS PARK DR 200 PO BOX 679, NEENAH, WI 54957-0679
Preparer
Nicholas R Sattler CPA
Phone
9207222141
Raw XML Appendix358 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3AFFORDABLE HOUSING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SOAR FOX CITIES FAMILY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt62024 GRANT DISTRIBUTION FOR LICENSING SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHERITH INTERNATIONAL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EMMANUEL UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIRST UNITED METHODIST CHURCH NEENAH-MENASHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST UNITED METHODIST CHURCH NEENAH-MENASHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOPE CLINIC AND CARE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SOAR FOX CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE WISCONSIN CONFERENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0609 SOUTH WESTFIELD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1740 EAST COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2108 W DOTY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3108 W DOTY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41814 APPLETON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5211 E FRANKLIN ST SUITE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6750 WINDSOR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1APPLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEENAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEENAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MENASHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5APPLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SUN PRAIRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254956
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354956
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd454952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd554911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653590
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050070
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053255
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01106
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02611
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01947
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01764
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053255
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021474
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023421
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02010
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING AND PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05637
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHARLES SCHWAB INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05637
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/Amt1896
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt083
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIDUCIARY PARTNERS TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203809960
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DORA M HANSEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DORA
ReturnHeader/Filer/EIN0396570714
ReturnHeader/Filer/PhoneNum09203809960
ReturnHeader/Filer/USAddress/AddressLine1Txt03913 W PROSPECT AVENUE SUITE 201
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549148797
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 JEWELERS PARK DR 200 PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS R SATTLER CPA
ReturnHeader/ReturnTs02025-05-12T10:32:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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