Civic Intelligence

William Friede Tr

990EZ • Fiscal year 2015 • EIN 39-6705882

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 20, 2016

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.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

52%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-5.4%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$282,488

Down $16,203 (-5.4%) from 2014

Net Assets

Down

$282,488

Down $16,203 (-5.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$18,902

Up $1,957 (+12%) from 2014

Expenses

Down

$9,015

Down $115 (-1.3%) from 2014

Net Income

Up

$9,887

Up $2,072 (+27%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2015

Assets$282,488
Liabilities$0
Net Assets$282,488
Open 2015 Filing

Operations Trend

Revenue Growth71st 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

2015

Revenue$18,902
Expenses$9,015
Net Income$9,887
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 20, 2016
Return Version
2015v2.1
Gross Receipts
$101,769
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-$5,613
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER FRIEDETrustee-$0--
JOHN SCOLESTrustee-$0--
DAN MUNDTHTrustee-$0--
DONALD LAMKETrustee-$0--
DENNY MEYERDirector-$0--
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
6085244586
Signed
2016-07-20
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 2,957upkeep expnse of conservatory 5,613”

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

“Description amountasset loss on investents (26,090)”

Description of other assets Part II line 24

“Category beginning of year end of yearthrivent asset management 239,233 222,087”

Raw XML Appendix136 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/BenefitsPaidToOrForMembersAmt0125
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/BOYAmt01442
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02385
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt082867
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09887
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0240
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt011837
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0282488
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0298691
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0282488
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER FRIEDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SCOLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MUNDTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD LAMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENNY MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0239233
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0222087
IRS990EZ/OtherChangesInNetAssetsAmt0-26090
IRS990EZ/OtherExpensesTotalAmt08570
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC NATURAL CONSERVANCY
IRS990EZ/PrintingPublicationsPostageAmt080
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/ProgramServiceExpensesAmt05613
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt089932
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09015
IRS990EZ/TotalProgramServiceExpensesAmt05613
IRS990EZ/TotalRevenueAmt018902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINVESTMENT EXPENSE 2,957UPKEEP EXPNSE OF CONSERVATORY 5,613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTASSET LOSS ON INVESTENTS (26,090)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTHRIVENT ASSET MANAGEMENT 239,233 222,087
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER FRIEDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06085244586
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-20
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/PreparationDt02016-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M FLINT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-07-27T12:02:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$282,488
Liabilities
$0
Net assets
$282,488
Revenue
$18,902
Expenses
$9,015
Net income
$9,887
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