Civic Intelligence

Loretta K Vogt Char Tr

990 • Fiscal year 2019 • EIN 39-6658771

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

26th percentile

0.03x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.81x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

32nd percentile

-1.8%

Higher net margin than 32% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$24,421

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$7,822,968

Up $1,003,383 (+15%) from 2018

Net Assets

Up

$7,618,468

Up $1,008,883 (+15%) from 2018

Liabilities

Down

$204,500

Down $5,500 (-2.6%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin32nd percentile

Revenue

Down

$251,280

Down $137,940 (-35%) from 2018

Expenses

Down

$255,731

Down $12,481 (-4.7%) from 2018

Net Income

Down

-$4,451

Down $125,459 (-104%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$7,822,968
Liabilities$204,500
Net Assets$7,618,468
Open 2019 Filing

Operations Trend

Revenue Growth9th 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

2019

Revenue$251,280
Expenses$255,731
Net Income-$4,451
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$746,983
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$6,609,585$7,618,468▲ $1,008,883
Investments in Publicly Traded Securities$6,294,017$6,943,554▲ $649,537
Cash and Non-Interest-Bearing Accounts$63,517$447,769▲ $384,252
Savings and Temporary Cash Investments$462,051$431,645▼ $30,406
Total Assets$6,819,585$7,822,968▲ $1,003,383
Liabilities
Accounts Payable and Accrued Expenses$210,000$204,500▼ $5,500
Total Liabilities$210,000$204,500▼ $5,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,609,585$7,618,468▲ $1,008,883
Total Liabilities and Net Assets / Fund Balance$6,819,585$7,822,968▲ $1,003,383
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
David a Van De WaterTrusteePT$24,421$24,421
Lorna M Van De WaterTrusteePT$22,655$22,655
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$251,280
Other Revenue
$0
Change in Net Assets
$-4,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,500
Salaries, Compensation, and Employee Benefits$50,442
Other Expenses$789
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$204,500--$204,500
Other Salaries and Wages$47,076--$47,076
Payroll Taxes$3,366--$3,366
Office Expenses$397--$397
Depreciation Depletion$326--$326
Other Expenses$66--$66
Total Functional Expenses$255,731$0$0$255,731
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Plymouth High SchoolPlymouth, WI--$70,000
Sheboygan South High SchoolSheboygan, WI--$69,000
Sheboygan North High SchoolSheboygan, WI--$65,500
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 8A

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

Form 990, Page 6, Part VI, Line 8B

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

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
2020-11-16
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
2

Preparer

Firm
Konkel Accounting LLC
Address
W6929 PARKVIEW DRIVE SUITE B, GREENVILLE, WI 54942
Preparer
Mark J Konkel
Phone
9207575933
Raw XML Appendix349 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/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 AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0255731
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0251280
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0251280
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ReturnHeader/BusinessOfficerGrp/PhoneNum09204577737
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORETTA K VOGT CHARITABLE TRUST
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:17:25
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/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J KONKEL
ReturnHeader/ReturnTs02020-11-14T18:17:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,822,968
Liabilities
$204,500
Net assets
$7,618,468
Revenue
$251,280
Expenses
$255,731
Net income
-$4,451
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