Civic Intelligence

Loretta K Vogt Char Tr

990 • Fiscal year 2015 • EIN 39-6658771

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

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

26th percentile

0.03x

Higher debt load relative to assets than 26% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

75th percentile

0.65x

Higher debt load relative to revenue than 75% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

21st percentile

$24,900

Higher top officer pay than 21% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

50th percentile

0.6%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$6,633,662

Up $38,388 (+0.6%) from 2014

Net Assets

Up

$6,408,662

Up $57,588 (+0.9%) from 2014

Liabilities

Down

$225,000

Down $19,200 (-7.9%) from 2014

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin74th percentile

Revenue

Down

$347,793

Down $53,384 (-13%) from 2014

Expenses

Up

$298,471

Up $23,138 (+8.4%) from 2014

Net Income

Down

$49,322

Down $76,522 (-61%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2015

Assets$6,633,662
Liabilities$225,000
Net Assets$6,408,662
Open 2015 Filing

Operations Trend

Revenue Growth18th 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

2015

Revenue$347,793
Expenses$298,471
Net Income$49,322
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$609,494
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$6,351,074$6,408,662▲ $57,588
Investments in Publicly Traded Securities$5,650,340$5,624,933▼ $25,407
Savings and Temporary Cash Investments$912,721$973,390▲ $60,669
Cash and Non-Interest-Bearing Accounts$32,213$35,339▲ $3,126
Total Assets$6,595,274$6,633,662▲ $38,388
Liabilities
Grants Payable$244,200$225,000▼ $19,200
Total Liabilities$244,200$225,000▼ $19,200
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,351,074$6,408,662▲ $57,588
Total Liabilities and Net Assets / Fund Balance$6,595,274$6,633,662▲ $38,388
Compensation and Service Providers
Top Officer Pay21st 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
$336,855
Other Revenue
$10,938
Change in Net Assets
$49,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$234,338
Salaries, Compensation, and Employee Benefits$63,672
Other Expenses$461
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$234,338--$234,338
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$62$0$0$62
Other Expenses$39$0$0$39
Total Functional Expenses$298,471$0$0$298,471
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plymouth High SchoolPlymouth, WI501(c)(3)Scholarships$75,000
Sheboygan North High SchoolSheboygan, WI501(c)(3)Scholarships$75,000
Sheboygan South High SchoolSheboygan, WI501(c)(3)Scholarships$75,000
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
2016-05-16

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 Appendix368 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.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt IV Sec D Ln 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Pt IV Sec E Ln 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Pt IV Sec E Ln 2b
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Plymouth High School
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Sheboygan South High School
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13128 S 12th Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2125 Highland Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sheboygan
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Sheboygan
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Plymouth
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053083
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153081
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253073
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 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/TotalAssetsBOYAmt06595274
IRS990/TotalAssetsEOYAmt06633662
IRS990/TotalAssetsGrp/BOYAmt06595274
IRS990/TotalAssetsGrp/EOYAmt06633662
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0298471
IRS990/TotalFunctionalExpensesGrp/TotalAmt0298471
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0244200
IRS990/TotalLiabilitiesEOYAmt0225000
IRS990/TotalLiabilitiesGrp/BOYAmt0244200
IRS990/TotalLiabilitiesGrp/EOYAmt0225000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06351074
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06408662
IRS990/TotalProgramServiceExpensesAmt0298471
IRS990/TotalReportableCompFromOrgAmt048000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0347793
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0347793
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06595274
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06633662
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID VAN DE WATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09204577737
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
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/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-18T14:54:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,633,662
Liabilities
$225,000
Net assets
$6,408,662
Revenue
$347,793
Expenses
$298,471
Net income
$49,322
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