Civic Intelligence

Walter and Marion Jensen Foundation

990PF • Fiscal year 2017 • EIN 39-6585967

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile
P O Box 483Grantsburg, WI 54840

(715) 463-5483

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$216,740

Down $2,014 (-0.9%) from 2016

Net Assets

Down

$216,740

Down $2,014 (-0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin13th percentile

Revenue

Down

$6,141

Down $6,702 (-52%) from 2016

Expenses

Down

$8,155

Down $9,214 (-53%) from 2016

Net Income

Up

-$2,014

Up $2,512 (+56%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2011: $254,718Liabilities 2011: $12011Assets 2012: $246,503Liabilities 2012: $02012Assets 2013: $239,115Liabilities 2013: $02013Assets 2014: $228,137Liabilities 2014: $1Net Assets 2014: $228,1372014Assets 2015: $223,280Liabilities 2015: $1Net Assets 2015: $223,2802015Assets 2016: $218,754Liabilities 2016: $0Net Assets 2016: $218,7542016Assets 2017: $216,740Liabilities 2017: $0Net Assets 2017: $216,7402017Assets 2018: $226,753Liabilities 2018: $0Net Assets 2018: $226,7532018Assets 2019: $230,431Liabilities 2019: $1Net Assets 2019: $230,4312019Assets 2020: $243,183Liabilities 2020: $1Net Assets 2020: $243,1832020Assets 2021: $246,683Liabilities 2021: $1Net Assets 2021: $246,6832021Assets 2022: $256,571Liabilities 2022: $1Net Assets 2022: $256,5712022Assets 2023: $254,258Liabilities 2023: $1Net Assets 2023: $254,2582023Assets 2024: $246,750Liabilities 2024: $0Net Assets 2024: $246,7502024

Highlighted filing

2017

Assets$216,740
Liabilities$0
Net Assets$216,740
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

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

$40K$20K$0-$20KRevenue 2011: $25,394Expenses 2011: $16,909Net Income 2011: $8,4852011Revenue 2012: $7,328Expenses 2012: $15,543Net Income 2012: -$8,2152012Revenue 2013: $11,361Expenses 2013: $18,749Net Income 2013: -$7,3882013Revenue 2014: $7,768Expenses 2014: $18,746Net Income 2014: -$10,9782014Revenue 2015: $13,260Expenses 2015: $18,117Net Income 2015: -$4,8572015Revenue 2016: $12,843Expenses 2016: $17,369Net Income 2016: -$4,5262016Revenue 2017: $6,141Expenses 2017: $8,155Net Income 2017: -$2,0142017Revenue 2018: $7,180Expenses 2018: $11,903Net Income 2018: -$4,7232018Revenue 2019: $8,045Expenses 2019: $26,046Net Income 2019: -$18,0012019Revenue 2020: $6,936Expenses 2020: $13,664Net Income 2020: -$6,7282020Revenue 2021: $8,011Expenses 2021: $18,185Net Income 2021: -$10,1742021Revenue 2022: $8,328Expenses 2022: $18,739Net Income 2022: -$10,4112022Revenue 2023: $10,502Expenses 2023: $15,999Net Income 2023: -$5,4972023Revenue 2024: $12,066Expenses 2024: $17,987Net Income 2024: -$5,9212024

Highlighted filing

2017

Revenue$6,141
Expenses$8,155
Net Income-$2,014
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Bryan JensenDirector-$0--
Renee AndersonDirector-$0--
Bruce E EricksonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Walter and Marion Jensen Foundation
EIN
39-6585967
Phone
7154635483
Address
P O Box 483, GRANTSBURG, WI 54840

Signing Officer

Name
Renee Anderson
Title
Director
Phone
7154635483
Signed
2018-05-07
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
437 STATE RD 70, GRANTSBURG, WI 54840
Preparer
Robert Switalla
Phone
7154632066
Raw XML Appendix289 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/RecipientUSAddress/CityNm2Grantsburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Grantsburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Grantsburg
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/ZIPCd054840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd454840
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04138
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08155
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015747
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08155
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0304
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015747
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08459
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03464
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FUND MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03464
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/CategoryTxt02016 FORM 990PF TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0128
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Renee Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07154635483
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walter and Marion Jensen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0396585967
ReturnHeader/Filer/PhoneNum07154635483
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 483
ReturnHeader/Filer/USAddress/CityNm0GRANTSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054840
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E1627F0F3F870D07F75E21231F381E24256F1CF9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E1627F0F3F870D07F75E21231F381E24256F1CF9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.65.47.100
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTm009:45:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263354350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0437 STATE RD 70
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANTSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054840
ReturnHeader/PreparerPersonGrp/PhoneNum07154632066
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Switalla
ReturnHeader/ReturnTs02018-05-07T14:24:34Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,740
Liabilities
$0
Net assets
$216,740
Revenue
$6,141
Expenses
$8,155
Net income
-$2,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.12$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.11$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.08$0.19$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.08$0.18$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.07$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.26$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.13$0.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.13$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.08$0.19$0.11
2013Summary only. Only limited summary data is available for this year.$2.39$0.00$0.11$0.19$0.07
2012Summary only. Only limited summary data is available for this year.$2.47$0.00$0.07$0.16$0.08
2011Summary only. Only limited summary data is available for this year.$2.55$0.00$0.25$0.17$0.08