Civic Intelligence

Loretta K Vogt Char Tr

990 • Fiscal year 2013 • EIN 39-6658771

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization ProfileN/A
802 Michigan AvenueSheboygan, WI 53081-3438

(920) 457-7737

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

74th percentile

0.64x

Higher debt load relative to revenue than 74% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

24th percentile

$24,900

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$6,478,854

Up $49,978 (+0.8%) from 2012

Net Assets

Up

$6,257,454

Up $61,678 (+1.0%) from 2012

Liabilities

Down

$221,400

Down $11,700 (-5.0%) from 2012

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin76th percentile

Revenue

$347,188

No earlier filing loaded for comparison.

Expenses

Down

$285,510

Down $11,996 (-4.0%) from 2012

Net Income

$61,678

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2013

Assets$6,478,854
Liabilities$221,400
Net Assets$6,257,454
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$347,188
Expenses$285,510
Net Income$61,678
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Gross Receipts
$942,378
Mission and Program Overview

Mission

Provide Educational Scholarships to Graduating High

Provide Educational Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,195,776$6,257,454▲ $61,678
Investments in Publicly Traded Securities$6,089,007$5,770,767▼ $318,240
Savings and Temporary Cash Investments$320,234$681,491▲ $361,257
Cash and Non-Interest-Bearing Accounts$19,635$26,596▲ $6,961
Total Assets$6,428,876$6,478,854▲ $49,978
Liabilities
Grants Payable$233,100$221,400▼ $11,700
Total Liabilities$233,100$221,400▼ $11,700
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,195,776$6,257,454▲ $61,678
Total Liabilities and Net Assets / Fund Balance$6,428,876$6,478,854▲ $49,978
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David a Van De WaterTrusteePT$24,900$24,900
Lorna M Van De WaterTrusteePT$23,100$23,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$337,698
Other Revenue
$9,490
Change in Net Assets
$61,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,400
Salaries, Compensation, and Employee Benefits$63,672
Other Expenses$438
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$221,400--$221,400
Current Officers, Directors, Trustees, and Key Employees$60,000$0$0$60,000
Payroll Taxes$3,672$0$0$3,672
Insurance$360$0$0$360
Office Expenses$78$0$0$78
Total Functional Expenses$285,510$0$0$285,510
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-6000443-501(c)(3)Scholarships$71,710
39-6004431-501(c)(3)Scholarships$71,710
39-6003953-501(c)(3)Scholarships$71,710
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 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
Filing and Contact Details

Filer

EIN
39-6658771
Phone
9204577737

Signing Officer

Name
David Van De Water
Title
Trustee
Phone
9204577737
Signed
2014-05-05

Organization Details

Principal Officer
David Van De Water
Formed
1992
Legal Domicile
Wi
Voting Board Members
2
Independent Board Members
0
Employees
2
Volunteers
0

Preparer

Preparer
David Van De Water
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Lorna Van de Water and David Van de Water have a family relationship.”

Pt VI, Line 8A

“The organization does not contemporaneously document each and every meeting.”

Pt VI, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Pt VI, Line 11B

“Each trustee reviewed the Form 990 prior to filing.”

Pt VI, Line 12C

“Conflicts of interest are required to be disclosed.”

Pt VI, Line 19

“Documents are availabe upom request.”

Form 990EZ, Part II, Line 24

“INVESTMENTS”

Form 990EZ, Part II, Line 26

“GRANTS PAYABLE”

Raw XML Appendix337 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/BooksInCareOfDetail/PersonNm0DAVID VAN DE WATER
IRS990/BooksInCareOfDetail/PhoneNum09204577737
IRS990/BooksInCareOfDetail/USAddress/AddressLine10802 Michigan Avenue
IRS990/BooksInCareOfDetail/USAddress/City0Sheboygan
IRS990/BooksInCareOfDetail/USAddress/State0WI
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt073800
IRS990/GrantsPayableGrp/BOYAmt0233100
IRS990/GrantsPayableGrp/EOYAmt0221400
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0221400
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0221400
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0657557
IRS990/GrossReceiptsAmt0942378
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt0360
IRS990/InsuranceGrp/TotalAmt0360
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0275331
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06089007
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05770767
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0595190
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09490
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt09490
IRS990/MissionDesc0Provide Educational Scholarships
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06195776
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IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt062367
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062367
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt078
IRS990/OfficeExpensesGrp/TotalAmt078
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherRevenueTotalAmt09490
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03672
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID VAN DE WATER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SHEBOYGAN SOUTH HIGH SCHOOL 3128 SOUTH 12TH STREET, SHEBOYGAN, WI 53081 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES
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IRS990/ProgSrvcAccomActy3Grp/Desc0PLYMOUTH HIGH SCHOOL 125 HIGHLAND AVENUE, PLYMOUTH, WI 53073 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0233100
IRS990/PYInvestmentIncomeAmt0208404
IRS990/PYOtherExpensesAmt0734
IRS990/PYOtherRevenueAmt014630
IRS990/PYRevenuesLessExpensesAmt0-74472
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt061678
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11Sheboygan South High School
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12Plymouth High School
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Scholarships
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Sheboygan South High School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12Plymouth High School
IRS990ScheduleI/RecipientTable/RecipientEIN0396000443
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine101042 School Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine113128 S 12th Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12125 Highland Avenue
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IRS990ScheduleI/RecipientTable/USAddress/State2WI
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCode153081
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization requires written proof of registration at a post
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1secondary school by all scholarship recipients.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lorna Van de Water and David Van de Water have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not contemporaneously document each and every meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each trustee reviewed the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conflicts of interest are required to be disclosed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are availabe upom request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANTS PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990/SchoolOperatingInd0false
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IRS990/TotalEmployeeCnt02
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0221400
IRS990/TotalLiabilitiesGrp/BOYAmt0233100
IRS990/TotalLiabilitiesGrp/EOYAmt0221400
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06195776
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06257454
IRS990/TotalProgramServiceExpensesAmt0285510
IRS990/TotalReportableCompFromOrgAmt048000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0347188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0347188
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06428876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06478854
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10802 MICHIGAN AVENUE
IRS990/USAddress/City0SHEBOYGAN
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053081
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID VAN DE WATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09204577737
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10LORETTA K VOGT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORE
ReturnHeader/Filer/EIN0396658771
ReturnHeader/Filer/PhoneNum09204577737
ReturnHeader/Filer/USAddress/AddressLine10802 MICHIGAN AVENUE
ReturnHeader/Filer/USAddress/City0SHEBOYGAN
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0530813438
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GRUHLE FESSLER & VAN DE WATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10802 MICHIGAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0530813438
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID VAN DE WATER
ReturnHeader/ReturnTs02014-05-14T13:46:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,478,854
Liabilities
$221,400
Net assets
$6,257,454
Revenue
$347,188
Expenses
$285,510
Net income
$61,678
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