Civic Intelligence

Clearing Endowment Trust

990 • Fiscal year 2021 • EIN 39-6693988

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.88x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

50th percentile

12%

Higher net margin than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

54th percentile

11%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

65th percentile

28%

Faster revenue growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$3,826,771

Up $383,525 (+11%) from 2020

Net Assets

Up

$3,541,771

Up $338,325 (+11%) from 2020

Liabilities

Up

$285,000

Up $45,200 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin50th percentile

Revenue

Up

$325,438

Up $70,874 (+28%) from 2020

Expenses

Up

$285,000

Up $45,000 (+19%) from 2020

Net Income

Up

$40,438

Up $25,874 (+178%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$3,826,771
Liabilities$285,000
Net Assets$3,541,771
Open 2021 Filing

Operations Trend

Revenue Growth65th 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

2021

Revenue$325,438
Expenses$285,000
Net Income$40,438
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$325,438
Mission and Program Overview

Mission

To support the clearing and its purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,439,559$3,807,473▲ $367,914
Cash and Non-Interest-Bearing Accounts$3,687$19,298▲ $15,611
Total Assets$3,443,246$3,826,771▲ $383,525
Liabilities
Other Liabilities$239,800$285,000▲ $45,200
Total Liabilities$239,800$285,000▲ $45,200
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,720,908$3,059,233▲ $338,325
Net Assets Without Donor Restrictions$482,538$482,538→ $0
Total Net Assets Fund Balance$3,203,446$3,541,771▲ $338,325
Total Liabilities and Net Assets / Fund Balance$3,443,246$3,826,771▲ $383,525

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,203,446$16,405▲ $607,919-$3,542,770
2020$3,109,266$1,090▲ $333,090-$3,203,446
2019$2,556,425$103,844▲ $589,497-$3,109,266
2018$2,544,023$172,383▼ $92,381-$2,556,425
2017$1,784,103$747,970▲ $167,950-$2,544,023
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bob KimbellChairman
Mike GilsonDirector
Ron HupeDirector
Stefan PetersDirector
Toma AltDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$16,405
Program Service Revenue
$0
Investment Income
$309,033
Other Revenue
$0
All Other Contributions
$16,405
Change in Net Assets
$40,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$285,000
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$285,000--$285,000
Total Functional Expenses$285,000$0$0$285,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The ClearingEllison Bay, WI501(c)(3)General Expenses$285,000
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$285,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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
Chairman
Phone
9207344531
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Kimbell
Formed
1998
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Baker Tilly US 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 organizations 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 2021 and 2020, 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 2018 (2017 for the state of wisconsin). The organizations are not currently under examination by any taxing jurisdiction.”

Raw XML AppendixShowing 400 of 406 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/GrantsOrScholarshipsAmt0156000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0167950
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0285000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO THE CLEARING
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 ORGANIZATIONS 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 2021 AND 2020, 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 2018 (2017 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/TermEndowmentBalanceEOYPct00.86000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0285000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0285000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0285000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE CLEARING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03443246
IRS990/TotalAssetsEOYAmt03826771
IRS990/TotalAssetsGrp/BOYAmt03443246
IRS990/TotalAssetsGrp/EOYAmt03826771
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016405
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0285000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0285000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0239800
IRS990/TotalLiabilitiesEOYAmt0285000
IRS990/TotalLiabilitiesGrp/BOYAmt0239800
IRS990/TotalLiabilitiesGrp/EOYAmt0285000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03203446
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03541771
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0285000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0309033
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0325438
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03443246
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03826771
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB KIMBELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09207344531
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVENUE 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE CPA
ReturnHeader/ReturnTs02022-11-15T16:29:40-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,826,771
Liabilities
$285,000
Net assets
$3,541,771
Revenue
$325,438
Expenses
$285,000
Net income
$40,438
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
2021Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits