Civic Intelligence

Clearing Endowment Trust

990 • Fiscal year 2016 • EIN 39-6693988

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.THECLEARING.ORG
PO Box 65Ellison Bay, WI 54210

(920) 734-4531

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.65x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.7%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$2,245,722

Up $199,116 (+9.7%) from 2015

Net Assets

Up

$2,161,362

Up $159,453 (+8.0%) from 2015

Liabilities

Up

$84,360

Up $39,663 (+89%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin85th percentile

Revenue

Down

$130,318

Down $73,498 (-36%) from 2015

Expenses

Up

$93,000

Up $42,400 (+84%) from 2015

Net Income

Down

$37,318

Down $115,898 (-76%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,561,571Liabilities 2011: $35,774Net Assets 2011: $1,525,7972011Assets 2012: $1,676,671Liabilities 2012: $39,158Net Assets 2012: $1,637,5132012Assets 2013: $1,967,996Liabilities 2013: $92,256Net Assets 2013: $1,875,7402013Assets 2014: $2,088,305Liabilities 2014: $117,135Net Assets 2014: $1,971,1702014Assets 2015: $2,046,606Liabilities 2015: $44,697Net Assets 2015: $2,001,9092015Assets 2016: $2,245,722Liabilities 2016: $84,360Net Assets 2016: $2,161,3622016Assets 2017: $2,721,878Liabilities 2017: $177,855Net Assets 2017: $2,544,0232017Assets 2018: $2,614,000Liabilities 2018: $57,575Net Assets 2018: $2,556,4252018Assets 2019: $3,248,626Liabilities 2019: $139,360Net Assets 2019: $3,109,2662019Assets 2020: $3,443,246Liabilities 2020: $239,800Net Assets 2020: $3,203,4462020Assets 2021: $3,826,771Liabilities 2021: $285,000Net Assets 2021: $3,541,7712021Assets 2022: $3,023,803Liabilities 2022: $47,708Net Assets 2022: $2,976,0952022Assets 2023: $3,391,590Liabilities 2023: $171,003Net Assets 2023: $3,220,5872023Assets 2024: $3,570,306Liabilities 2024: $186,478Net Assets 2024: $3,383,8282024

Highlighted filing

2016

Assets$2,245,722
Liabilities$84,360
Net Assets$2,161,362
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $40,429Expenses 2011: $36,066Net Income 2011: $4,3632011Revenue 2012: $81,357Expenses 2012: $45,261Net Income 2012: $36,0962012Revenue 2013: $155,314Expenses 2013: $117,586Net Income 2013: $37,7282013Revenue 2014: $158,972Expenses 2014: $120,000Net Income 2014: $38,9722014Revenue 2015: $203,816Expenses 2015: $50,600Net Income 2015: $153,2162015Revenue 2016: $130,318Expenses 2016: $93,000Net Income 2016: $37,3182016Revenue 2017: $370,711Expenses 2017: $156,000Net Income 2017: $214,7112017Revenue 2018: $401,095Expenses 2018: $67,600Net Income 2018: $333,4952018Revenue 2019: $251,763Expenses 2019: $140,500Net Income 2019: $111,2632019Revenue 2020: $254,564Expenses 2020: $240,000Net Income 2020: $14,5642020Revenue 2021: $325,438Expenses 2021: $285,000Net Income 2021: $40,4382021Revenue 2022: $248,701Expenses 2022: $62,500Net Income 2022: $186,2012022Revenue 2023: $86,587Expenses 2023: $190,000Net Income 2023: -$103,4132023Revenue 2024: $106,319Expenses 2024: $240,566Net Income 2024: -$134,2472024

Highlighted filing

2016

Revenue$130,318
Expenses$93,000
Net Income$37,318
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$130,318
Mission and Program Overview

Mission

To support the clearing and its purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,013,199$2,240,600▲ $227,401
Cash and Non-Interest-Bearing Accounts$33,407$5,122▼ $28,285
Total Assets$2,046,606$2,245,722▲ $199,116
Liabilities
Other Liabilities$44,697$84,360▲ $39,663
Total Liabilities$44,697$84,360▲ $39,663
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,161,077$1,193,456▲ $32,379
Temporarily Rstr Net Assets$358,294$485,368▲ $127,074
Unrestricted Net Assets$482,538$482,538→ $0
Total Net Assets Fund Balance$2,001,909$2,161,362▲ $159,453
Total Liabilities and Net Assets / Fund Balance$2,046,606$2,245,722▲ $199,116

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,848,807$28,296--$1,784,103
2015$1,818,068$77,844▲ $3,495-$1,848,807
2014$1,828,560$19,045▲ $172,763-$1,818,068
2013$1,669,927$31,539▲ $324,274-$1,828,560
2012$1,561,413-▲ $108,514-$1,669,927
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Stephan Peterschairman
Bob KimbelldIRECTOR
Dan PoulsondIRECTOR
Mike GilsonDirector
RON HupeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$32,379
Program Service Revenue
$0
Investment Income
$97,939
Other Revenue
$0
All Other Contributions
$32,379
Change in Net Assets
$37,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,000--$93,000
Total Functional Expenses$93,000$0$0$93,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The ClearingEllison Bay, WI501(c)(3)General Expenses$93,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to the clearing$84,360
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“As the clearing endowment trust ("trust") is a section 509(a)(3) supporting organization to the clearing as indicated on schedule a, the board of directors of the clearing elects and appoints the board of trustees of the trust. The board of trustees consists of five individuals, three from the clearing's board of directors and two members of the clearing who are not directors of the clearing.”

Form 990, Part VI, Section A, line 7B

“The board of trustees shall at least once each year seek advice of the clearing regarding the trust's investment policies, the timing of, and manner of making its grants, and the most beneficial manner of using the income or assets of the trust for the support and benefit of the clearing. Any trustee may be removed from office by action of a majority of trustees in office, subject to the consent of the clearing's board of directors, or independently by the clearing's board of directors.”

Form 990, Part VI, Section B, line 11B

“The organization reviewed the tax return for accuracy and completeness prior to submission to the taxing authority.”

Form 990, Part VI, Section C, line 19

“All governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Clearing Endowment Trust
EIN
39-6693988
Phone
9207344531
Address
PO Box 65, Ellison Bay, WI 54210

Signing Officer

Name
Bob Kimbell
Title
Director
Phone
9207344531
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephan Peters
Formed
1998
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
777 E Wisconsin Avenue 32nd Floor, Milwaukee, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The endowment fund is held for the purposes of providing support to the clearing and certain amounts of the annual income generated from the fund are distributed to the clearing to support its functions, consistent with the clearing endowment trust's mission and purpose.”

Part X, Line 2:

“The clearing and the clearing endowment trust have received notification that they qualify as tax-exempt organizations under section 501(c)(3) of the u.s. Internal revenue code and corresponding provisions of state law and, accordingly, are not subject to federal or state income taxes. However, income from certain activities not directly related to the organizations' tax-exempt purpose is subject to taxation as unrelated business income. In both 2016 and 2015, the tax expense on unrelated business income was not material. It is the organizations' policy to recognize interest and penalties related to uncertain tax positions in income tax expense. With few exceptions, the organizations are no longer subject to u.s. Federal or state income tax examinations by tax authorities for the years before 2013 (2012 for the state of wisconsin). The organizations are not currently under examination by any taxing jurisdiction.”

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01561413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01669927
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108514
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084360
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to the clearing
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS HELD FOR THE PURPOSES OF PROVIDING SUPPORT TO THE CLEARING AND CERTAIN AMOUNTS OF THE ANNUAL INCOME GENERATED FROM THE FUND ARE DISTRIBUTED TO THE CLEARING TO SUPPORT ITS FUNCTIONS, CONSISTENT WITH THE CLEARING ENDOWMENT TRUST'S MISSION AND PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CLEARING AND THE CLEARING ENDOWMENT TRUST HAVE RECEIVED NOTIFICATION THAT THEY QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS' TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN BOTH 2016 AND 2015, THE TAX EXPENSE ON UNRELATED BUSINESS INCOME WAS NOT MATERIAL. IT IS THE ORGANIZATIONS' POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. WITH FEW EXCEPTIONS, THE ORGANIZATIONS ARE NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2013 (2012 FOR THE STATE OF WISCONSIN). THE ORGANIZATIONS ARE NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt084360
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt093000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE CLEARING
IRS990ScheduleI/RecipientTable/RecipientEIN0396075633
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 65
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ELLISON BAY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054210
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization tracks the use of the funds awarded. Amounts used and unused are tracked annually and justified at fiscal year end.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS THE CLEARING ENDOWMENT TRUST ("TRUST") IS A SECTION 509(A)(3) SUPPORTING ORGANIZATION TO THE CLEARING AS INDICATED ON SCHEDULE A, THE BOARD OF DIRECTORS OF THE CLEARING ELECTS AND APPOINTS THE BOARD OF TRUSTEES OF THE TRUST. THE BOARD OF TRUSTEES CONSISTS OF FIVE INDIVIDUALS, THREE FROM THE CLEARING'S BOARD OF DIRECTORS AND TWO MEMBERS OF THE CLEARING WHO ARE NOT DIRECTORS OF THE CLEARING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES SHALL AT LEAST ONCE EACH YEAR SEEK ADVICE OF THE CLEARING REGARDING THE TRUST'S INVESTMENT POLICIES, THE TIMING OF, AND MANNER OF MAKING ITS GRANTS, AND THE MOST BENEFICIAL MANNER OF USING THE INCOME OR ASSETS OF THE TRUST FOR THE SUPPORT AND BENEFIT OF THE CLEARING. ANY TRUSTEE MAY BE REMOVED FROM OFFICE BY ACTION OF A MAJORITY OF TRUSTEES IN OFFICE, SUBJECT TO THE CONSENT OF THE CLEARING'S BOARD OF DIRECTORS, OR INDEPENDENTLY BY THE CLEARING'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REVIEWED THE TAX RETURN FOR ACCURACY AND COMPLETENESS PRIOR TO SUBMISSION TO THE TAXING AUTHORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CLEARING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396075633
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL OFFERING CLASSES IN THE ARTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 65
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ELLISON BAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt093000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE CLEARING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0358294
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0485368
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02046606
IRS990/TotalAssetsEOYAmt02245722
IRS990/TotalAssetsGrp/BOYAmt02046606
IRS990/TotalAssetsGrp/EOYAmt02245722
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt032379
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093000
IRS990/TotalFunctionalExpensesGrp/TotalAmt093000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044697
IRS990/TotalLiabilitiesEOYAmt084360
IRS990/TotalLiabilitiesGrp/BOYAmt044697
IRS990/TotalLiabilitiesGrp/EOYAmt084360
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02001909
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02161362
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt093000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt097939
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0130318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02046606
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02245722
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0482538
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0482538
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 65
IRS990/USAddress/CityNm0Ellison Bay
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054210
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.THECLEARING.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bob Kimbell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09207344531
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Clearing Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0CLEA
ReturnHeader/Filer/EIN0396693988
ReturnHeader/Filer/PhoneNum09207344531
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 65
ReturnHeader/Filer/USAddress/CityNm0Ellison Bay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054210
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC291E00EDC6CE15C22AD045E9D90E0D24B72456
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.82.115
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:30:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Virchow Krause LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E Wisconsin Avenue 32nd Floor

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,245,722
Liabilities
$84,360
Net assets
$2,161,362
Revenue
$130,318
Expenses
$93,000
Net income
$37,318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.19$3.38$0.11$0.24$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.17$3.22$0.09$0.19$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.05$2.98$0.25$0.06$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.29$3.54$0.33$0.29$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.24$3.20$0.25$0.24$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.14$3.11$0.25$0.14$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.06$2.56$0.40$0.07$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.18$2.54$0.37$0.16$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.08$2.16$0.13$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.04$2.00$0.20$0.05$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.09$0.12$1.97$0.16$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.97$0.09$1.88$0.16$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.68$0.04$1.64$0.08$0.05$0.04
2011Summary only. Only limited summary data is available for this year.$1.56$0.04$1.53$0.04$0.04$0.00