Civic Intelligence

Loretta K Vogt Char Tr

990 • Fiscal year 2023 • EIN 39-6658771

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 02, 2024

Organization ProfileN/A
802 Michigan AvenueSheboygan, WI 53081

(920) 457-7737

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.59x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

15th percentile

$35,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

33rd percentile

1.1%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

8.3%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$11,523,225

Up $124,553 (+1.1%) from 2022

Net Assets

Up

$11,334,025

Up $133,053 (+1.2%) from 2022

Liabilities

Down

$189,200

Down $8,500 (-4.3%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin80th percentile

Revenue

Up

$322,217

Up $24,827 (+8.3%) from 2022

Expenses

Down

$239,904

Down $11,172 (-4.4%) from 2022

Net Income

Up

$82,313

Up $35,999 (+78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2011: $6,485,378Liabilities 2011: $215,130Net Assets 2011: $6,270,2482011Assets 2012: $6,428,876Liabilities 2012: $233,100Net Assets 2012: $6,195,7762012Assets 2013: $6,478,854Liabilities 2013: $221,400Net Assets 2013: $6,257,4542013Assets 2014: $6,595,274Liabilities 2014: $244,200Net Assets 2014: $6,351,0742014Assets 2015: $6,633,662Liabilities 2015: $225,000Net Assets 2015: $6,408,6622015Assets 2016: $6,643,280Liabilities 2016: $216,925Net Assets 2016: $6,426,3552016Assets 2017: $6,698,575Liabilities 2017: $220,500Net Assets 2017: $6,478,0752017Assets 2018: $6,819,585Liabilities 2018: $210,000Net Assets 2018: $6,609,5852018Assets 2019: $7,822,968Liabilities 2019: $204,500Net Assets 2019: $7,618,4682019Assets 2020: $11,082,365Liabilities 2020: $187,000Net Assets 2020: $10,895,3652020Assets 2021: $11,354,042Liabilities 2021: $136,000Net Assets 2021: $11,218,0422021Assets 2022: $11,398,672Liabilities 2022: $197,700Net Assets 2022: $11,200,9722022Assets 2023: $11,523,225Liabilities 2023: $189,200Net Assets 2023: $11,334,0252023Assets 2024: $11,779,208Liabilities 2024: $228,700Net Assets 2024: $11,550,5082024

Highlighted filing

2023

Assets$11,523,225
Liabilities$189,200
Net Assets$11,334,025
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $279,9172011Expenses 2012: $297,5062012Revenue 2013: $347,188Expenses 2013: $285,510Net Income 2013: $61,6782013Revenue 2014: $401,177Expenses 2014: $275,333Net Income 2014: $125,8442014Revenue 2015: $347,793Expenses 2015: $298,471Net Income 2015: $49,3222015Revenue 2016: $298,679Expenses 2016: $280,986Net Income 2016: $17,6932016Revenue 2017: $339,888Expenses 2017: $284,592Net Income 2017: $55,2962017Revenue 2018: $389,220Expenses 2018: $268,212Net Income 2018: $121,0082018Revenue 2019: $251,280Expenses 2019: $255,731Net Income 2019: -$4,4512019Revenue 2020: $187,382Expenses 2020: $241,290Net Income 2020: -$53,9082020Revenue 2021: $467,142Expenses 2021: $195,423Net Income 2021: $271,7192021Revenue 2022: $297,390Expenses 2022: $251,076Net Income 2022: $46,3142022Revenue 2023: $322,217Expenses 2023: $239,904Net Income 2023: $82,3132023Revenue 2024: $498,412Expenses 2024: $281,929Net Income 2024: $216,4832024

Highlighted filing

2023

Revenue$322,217
Expenses$239,904
Net Income$82,313
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 2, 2024
Return Version
2023v5.0
Gross Receipts
$573,413
Mission and Program Overview

Mission

Provide Educational Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,200,972$11,334,025▲ $133,053
Investments in Publicly Traded Securities$7,616,768$7,688,973▲ $72,205
Savings and Temporary Cash Investments$3,465,267$3,517,615▲ $52,348
Cash and Non-Interest-Bearing Accounts$316,637$316,637→ $0
Total Assets$11,398,672$11,523,225▲ $124,553
Liabilities
Accounts Payable and Accrued Expenses$197,700$189,200▼ $8,500
Total Liabilities$197,700$189,200▼ $8,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,200,972$11,334,025▲ $133,053
Total Liabilities and Net Assets / Fund Balance$11,398,672$11,523,225▲ $124,553
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David a Van De WaterTrusteeFT$35,000$35,000
Lorna M Van De WaterTrusteePT$10,252$10,252
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$322,217
Other Revenue
$0
Change in Net Assets
$82,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$189,200
Salaries, Compensation, and Employee Benefits$49,000
Other Expenses$1,704
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$189,200--$189,200
Current Officers, Directors, Trustees, and Key Employees$45,252--$45,252
Payroll Taxes$3,748--$3,748
Fees for Service Investment Mgmnt Fees$1,176--$1,176
Office Expenses$315--$315
Fees for Services Management$213--$213
Total Functional Expenses$239,904$0$0$239,904
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plymouth High SchoolPlymouth, WI--$73,700
Sheboygan North High SchoolSheboygan, WI--$57,750
Sheboygan South High SchoolSheboygan, WI--$57,750
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
Annual disclosure for covered persons
Yes
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
Yes
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 2

“David van de water loretta van de water family relationship”

Form 990, Page 6, Part VI, Line 11B

“Each trustee reviewed the form 990 prior to filing”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are required to be disclosed”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Loretta K Vogt Charitable Trust
EIN
39-6658771
Phone
9204577737
Address
802 MICHIGAN AVENUE, SHEBOYGAN, WI 53081

Signing Officer

Name
David a Van De Water
Title
Trustee
Phone
9204577737
Signed
2024-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David a Van De Water
Formed
1992
Legal Domicile
Wi
Voting Board Members
2
Independent Board Members
2
Employees
1

Preparer

Firm
Konkel Accounting LLC
Address
W6929 PARKVIEW DRIVE SUITE B, GREENVILLE, WI 54942
Preparer
Mark J Konkel
Phone
9207575933
Raw XML Appendix339 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE REVIEWED THE FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011398672
IRS990/TotalAssetsEOYAmt011523225
IRS990/TotalAssetsGrp/BOYAmt011398672
IRS990/TotalAssetsGrp/EOYAmt011523225
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IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0239904
IRS990/TotalFunctionalExpensesGrp/TotalAmt0239904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0197700
IRS990/TotalLiabilitiesEOYAmt0189200
IRS990/TotalLiabilitiesGrp/BOYAmt0197700
IRS990/TotalLiabilitiesGrp/EOYAmt0189200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011200972
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011334025
IRS990/TotalProgramServiceExpensesAmt0239904
IRS990/TotalReportableCompFromOrgAmt045252
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0322217
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0322217
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011398672
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011523225
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0802 MICHIGAN AVENUE
IRS990/USAddress/CityNm0SHEBOYGAN
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IRS990/USAddress/ZIPCd053081
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A VAN DE WATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09204577737
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORETTA K VOGT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORE
ReturnHeader/Filer/EIN0396658771
ReturnHeader/Filer/PhoneNum09204577737
ReturnHeader/Filer/USAddress/AddressLine1Txt0802 MICHIGAN AVENUE
ReturnHeader/Filer/USAddress/CityNm0SHEBOYGAN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272047769
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KONKEL ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0W6929 PARKVIEW DRIVE SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054942
ReturnHeader/PreparerPersonGrp/PhoneNum09207575933
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J KONKEL
ReturnHeader/ReturnTs02024-07-30T16:46:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,523,225
Liabilities
$189,200
Net assets
$11,334,025
Revenue
$322,217
Expenses
$239,904
Net income
$82,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$0.23$11.6$0.50$0.28$0.22
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.19$11.3$0.32$0.24$0.08
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.20$11.2$0.30$0.25$0.05
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.14$11.2$0.47$0.20$0.27
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.19$10.9$0.19$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$7.82$0.20$7.62$0.25$0.26$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.82$0.21$6.61$0.39$0.27$0.12
2017Detailed filing. Detailed filing data is available for this year.$6.70$0.22$6.48$0.34$0.28$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.64$0.22$6.43$0.30$0.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.63$0.23$6.41$0.35$0.30$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.60$0.24$6.35$0.40$0.28$0.13
2013Detailed filing. Detailed filing data is available for this year.$6.48$0.22$6.26$0.35$0.29$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$0.23$6.20$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.49$0.22$6.27$0.28