Civic Intelligence

Loretta K Vogt Char Tr

990 • Fiscal year 2014 • EIN 39-6658771

Jan 01, 2014 to Dec 31, 2014 • Filed on May 01, 2015

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

(920) 457-7737

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$6,595,274

Flat from 2014

Net Assets

Flat

$6,351,074

Flat from 2014

Liabilities

Flat

$244,200

Flat from 2014

Revenue And Expenses

Revenue

Flat

$401,177

Flat from 2014

Expenses

Flat

$275,333

Flat from 2014

Net Income

Flat

$125,844

Flat from 2014

Historical Trend

Balance Sheet Trend

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 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

2014

Assets$6,595,274
Liabilities$244,200
Net Assets$6,351,074
Open 2014 Filing

Operations Trend

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 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

2014

Revenue$401,177
Expenses$275,333
Net Income$125,844
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 1, 2015
Return Version
2014v5.0
Gross Receipts
$1,006,119
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$6,257,454$6,351,074▲ $93,620
Investments in Publicly Traded Securities$5,770,767$5,650,340▼ $120,427
Savings and Temporary Cash Investments$681,491$912,721▲ $231,230
Cash and Non-Interest-Bearing Accounts$26,596$32,213▲ $5,617
Total Assets$6,478,854$6,595,274▲ $116,420
Liabilities
Grants Payable$221,400$244,200▲ $22,800
Total Liabilities$221,400$244,200▲ $22,800
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,257,454$6,351,074▲ $93,620
Total Liabilities and Net Assets / Fund Balance$6,478,854$6,595,274▲ $116,420
Compensation and Service Providers

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
$391,651
Other Revenue
$9,526
Change in Net Assets
$125,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$211,115
Salaries, Compensation, and Employee Benefits$3,672
Other Expenses$546
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$211,115--$211,115
Benefits to Members$60,000--$60,000
Payroll Taxes$3,672$0$0$3,672
Insurance$360$0$0$360
Office Expenses$148$0$0$148
Other Expenses$38$0$0$38
Total Functional Expenses$275,333$0$0$275,333
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plymouth High SchoolPlymouth, WI501(c)(3)Scholarships$71,710
Sheboygan North High SchoolSheboygan, WI501(c)(3)Scholarships$71,710
Sheboygan South High SchoolSheboygan, WI501(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

Filer Name
Loretta K Vogt Charitable Trust
EIN
39-6658771
Phone
9204577737
Address
802 MICHIGAN AVENUE, SHEBOYGAN, WI 53081-3438

Signing Officer

Name
David Van De Water
Title
Trustee
Phone
9204577737
Signed
2015-05-01

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

Firm
Gruhle Fessler & Van De Water
Address
802 MICHIGAN AVENUE, SHEBOYGAN, WI 53081-3438
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 available upon request.”

Form 990EZ, Part II, Line 24

“INVESTMENTS”

Form 990EZ, Part II, Line 26

“GRANTS PAYABLE”

Raw XML Appendix364 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Supported organization would have provided substantially fewer scholarships but for the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec A Ln 3c
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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 available upon 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
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06478854
IRS990/TotalAssetsEOYAmt06595274
IRS990/TotalAssetsGrp/BOYAmt06478854
IRS990/TotalAssetsGrp/EOYAmt06595274
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0275333
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275333
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0221400
IRS990/TotalLiabilitiesEOYAmt0244200
IRS990/TotalLiabilitiesGrp/BOYAmt0221400
IRS990/TotalLiabilitiesGrp/EOYAmt0244200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06257454
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06351074
IRS990/TotalProgramServiceExpensesAmt0275333
IRS990/TotalReportableCompFromOrgAmt048000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0401177
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0401177
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06478854
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06595274
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0802 MICHIGAN AVENUE
IRS990/USAddress/CityNm0SHEBOYGAN
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053081
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID VAN DE WATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09204577737
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-01
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530813438
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRUHLE FESSLER & VAN DE WATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0802 MICHIGAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530813438
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID VAN DE WATER
ReturnHeader/ReturnTs02015-05-18T15:26:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,595,274
Liabilities
$244,200
Net assets
$6,351,074
Revenue
$401,177
Expenses
$275,333
Net income
$125,844
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
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