Civic Intelligence

William Friede Tr

990EZ • Fiscal year 2014 • EIN 39-6705882

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 16, 2015

Organization Profile
1030 10th CourtReedsburg, WI 53959

(608) 524-4586

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

46%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$25

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

7.5%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$298,691

Up $3,018 (+1.0%) from 2013

Net Assets

Up

$298,691

Up $3,018 (+1.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$16,945

Up $1,185 (+7.5%) from 2013

Expenses

Down

$9,130

Down $12,456 (-58%) from 2013

Net Income

Up

$7,815

Up $13,641 (+234%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2010: $285,573Liabilities 2010: $0Net Assets 2010: $285,5732010Assets 2011: $270,947Liabilities 2011: $0Net Assets 2011: $270,9472011Assets 2012: $289,000Liabilities 2012: $0Net Assets 2012: $289,0002012Assets 2013: $295,673Liabilities 2013: $0Net Assets 2013: $295,6732013Assets 2014: $298,691Liabilities 2014: $0Net Assets 2014: $298,6912014Assets 2015: $282,488Liabilities 2015: $0Net Assets 2015: $282,4882015Assets 2016: $296,801Liabilities 2016: $0Net Assets 2016: $296,8012016Assets 2017: $319,988Liabilities 2017: $0Net Assets 2017: $319,9882017

Highlighted filing

2014

Assets$298,691
Liabilities$0
Net Assets$298,691
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$30K$20K$10K$0-$10KExpenses 2011: $3,0402011Expenses 2012: $4,0302012Revenue 2013: $15,760Expenses 2013: $21,586Net Income 2013: -$5,8262013Revenue 2014: $16,945Expenses 2014: $9,130Net Income 2014: $7,8152014Revenue 2015: $18,902Expenses 2015: $9,015Net Income 2015: $9,8872015Revenue 2016: $7,046Expenses 2016: $9,351Net Income 2016: -$2,3052016Revenue 2017: $14,760Expenses 2017: $8,387Net Income 2017: $6,3732017

Highlighted filing

2014

Revenue$16,945
Expenses$9,130
Net Income$7,815
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 16, 2015
Return Version
2014v5.0
Gross Receipts
$58,981
Mission and Program Overview

Mission

Public natural conservancy

Program Services

DescriptionGrantsExpenses
REPAIR AND UPKEEP OF THE GROUNDS TO KEEP CONSERVED PROPERTY IN A CLEAN SAFE CONDITION FOR THE PUBLIC PRESERVATION AND USE-$4,961
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER FRIEDETrustee-$0$25$25
JOHN SCOLESTrustee-$0$25$25
DAN MUNDTHTrustee-$0$25$25
DONALD LAMKETrustee-$0$25$25
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
William Friede Trust
EIN
39-6705882
Address
1030 10TH COURT, REEDSBURG, WI 53959

Signing Officer

Name
Roger Friede
Title
Ttee
Phone
6085244383
Signed
2015-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Tnt Tax and Accounting
Address
211 2ND ST, REEDSBURG, WI 53959
Preparer
Richard M Flint Ea
Phone
6085246076
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountinvestment expense 3,014upkeep expnse of conservatory 4,961”

Other changes in net assets or fund balances Part I line 20

“Description amountasset loss on investents (2,179)prev error in expenses (2,618)”

Description of other assets Part II line 24

“Category beginning of year end of yearthrivent asset management 236,599 239,233”

Raw XML Appendix129 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0ROGER FRIEDE
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOHN SCOLES
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAN MUNDTH
CompensationExplanation/CompensationExplanationGrp/PersonNm3DONALD LAMKE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0EXPENSE REIMBURSEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1EXPENSE REIMBURSEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2EXPENSE REIMBURSEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3EXPENSE REIMBURSEMENT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0150
IRS990EZ/BooksInCareOfDetail/PersonNm0ROGER FRIEDE
IRS990EZ/BooksInCareOfDetail/PhoneNum06085244586
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01030 10TH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0REEDSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053959
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01058
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01442
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt042036
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07815
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0845
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0298691
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01882
IRS990EZ/GrossReceiptsAmt058981
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt015063
IRS990EZ/LandAndBuildingsGrp/BOYAmt058016
IRS990EZ/LandAndBuildingsGrp/EOYAmt058016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0295673
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0298691
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0295673
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0298691
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt125
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt325
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER FRIEDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SCOLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MUNDTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD LAMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0236599
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0239233
IRS990EZ/OtherChangesInNetAssetsAmt0-4797
IRS990EZ/OtherExpensesTotalAmt07975
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC NATURAL CONSERVANCY
IRS990EZ/PrintingPublicationsPostageAmt0160
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPAIR AND UPKEEP OF THE GROUNDS TO KEEP CONSERVED PROPERTY IN A CLEAN SAFE CONDITION FOR THE PUBLIC PRESERVATION AND USE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04961
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt043918
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09130
IRS990EZ/TotalProgramServiceExpensesAmt04961
IRS990EZ/TotalRevenueAmt016945
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINVESTMENT EXPENSE 3,014UPKEEP EXPNSE OF CONSERVATORY 4,961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTASSET LOSS ON INVESTENTS (2,179)PREV ERROR IN EXPENSES (2,618)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTHRIVENT ASSET MANAGEMENT 236,599 239,233
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER FRIEDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06085244383
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM FRIEDE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0396705882
ReturnHeader/Filer/USAddress/AddressLine1Txt01030 10TH COURT
ReturnHeader/Filer/USAddress/CityNm0REEDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053959
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391243034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TNT TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 2ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REEDSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053959
ReturnHeader/PreparerPersonGrp/PhoneNum06085246076
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M FLINT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-29T08:37:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$298,691
Liabilities
$0
Net assets
$298,691
Revenue
$16,945
Expenses
$9,130
Net income
$7,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.15$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.07$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.19$0.09$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.17$0.09$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.16$0.22$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.00$2.89$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.00$2.71$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.00$2.86