Civic Intelligence

Wencel F & Mabel M Dufek Charitable Trust

EIN 39-6642714 • Manitowoc, WI

5124 Remiker LnManitowoc, WI 54220-1067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Flat

$0

Flat from 2018

Operations
Liabilities / Revenue66th percentileNet Margin47th percentile

Revenue

Down

$91

Down $43,635 (-100%) from 2018

Expenses

Down

$91

Down $43,635 (-100%) from 2018

Net Income

Flat

$0

Flat from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1$0Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $1Liabilities 2013: $1Net Assets 2013: $02013Assets 2014: $1Liabilities 2014: $1Net Assets 2014: $02014Assets 2015: $1Liabilities 2015: $1Net Assets 2015: $02015Assets 2016: $1Liabilities 2016: $1Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Expenses 2012: $48,2312012Revenue 2013: $48,466Expenses 2013: $48,466Net Income 2013: $02013Revenue 2014: $96,475Expenses 2014: $96,475Net Income 2014: $02014Revenue 2015: $49,031Expenses 2015: $49,031Net Income 2015: $02015Revenue 2016: $93,516Expenses 2016: $93,516Net Income 2016: $02016Revenue 2017: $49,358Expenses 2017: $49,358Net Income 2017: $02017Revenue 2018: $43,726Expenses 2018: $43,726Net Income 2018: $02018Revenue 2019: $91Expenses 2019: $91Net Income 2019: $02019

Highlighted filing

2019

Revenue$91
Expenses$91
Net Income$0
Open 2019 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$91
Expenses
$91
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$43.7$43.7$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$49.4$49.4$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$93.5$93.5$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$49.0$49.0$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$96.5$96.5$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$48.5$48.5$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$48.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Wencel F & Mabel M Dufek
EIN
39-6642714
Phone
9206833287
Address
5124 REMIKER LN, MANITOWOC, WI 54220-1067

Signing Officer

Name
Theresa R Burbey
Title
Trustee
Phone
9206833287
Signed
2019-06-04

Preparer

Firm
Burbey CPA LLC
Address
1102 S 8TH ST, MANITOWOC, WI 54220-5310
Preparer
Mark P Burbey CPA
Phone
9206826661
Raw XML Appendix176 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/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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LiquidationExplanationStmt/ExplanationTxt0ASSETS TRANSFERED TO LAKESHORE COMMUNITY FOUNDATION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLIC NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXCESS DEDUCTIONS ON TRUST TE
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA R BURBEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09206833287
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENCEL F & MABEL M DUFEK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WENC
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ReturnHeader/FilingSecurityInformation/IPDt02019-06-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:46:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263534911
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01102 S 8TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANITOWOC
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ReturnHeader/PreparerPersonGrp/PhoneNum09206826661
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK P BURBEY CPA
ReturnHeader/ReturnTs02019-06-13T15:46:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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