Civic Intelligence

William Friede Trust

990EZ • Fiscal year 2017 • EIN 39-6705882

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
1030 10th Court PO Box 248Reedsburg, 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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

43%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

7.8%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

109%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$319,988

Up $23,187 (+7.8%) from 2016

Net Assets

Up

$319,988

Up $23,187 (+7.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Up

$14,760

Up $7,714 (+109%) from 2016

Expenses

Down

$8,387

Down $964 (-10%) from 2016

Net Income

Up

$6,373

Up $8,678 (+376%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$319,988
Liabilities$0
Net Assets$319,988
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$14,760
Expenses$8,387
Net Income$6,373
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$39,109
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-$8,388
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER FRIEDETrustee-$0--
BRYAN ROLOFFTrustee-$0--
DAN MUNDTHTrustee-$0--
DONALD LAMKETrustee-$0--
KEN BOEHNENDirector-$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 PO BOX 248, REEDSBURG, WI 53959

Signing Officer

Name
Roger a Friede
Title
Ttee
Phone
6089632886
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Family Traditions Tax Inc
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 2,826upkeep expense of conservatory 1,301pond monitoring consultant 812insurance 1,500fishing event 500dnr license and fees 140electric utility 938”

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

“Description amountasset gain on investents 16,738adj checkbook to actual 76”

Description of other assets Part II line 24

“Category beginning of year end of yearthrivent asset management 236,409 259,581”

Raw XML Appendix144 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/PersonNm1BRYAN ROLOFF
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAN MUNDTH
CompensationExplanation/CompensationExplanationGrp/PersonNm3DONALD LAMKE
CompensationExplanation/CompensationExplanationGrp/PersonNm4KEN BOEHNEN
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0EXPENSE REIMBURSEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1EXPENSE REIMBURSEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2EXPENSE REIMBURSEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3EXPENSE REIMBURSEMENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4EXPENSE 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/BOYAmt02376
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02391
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt024349
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06373
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0245
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0296801
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0319988
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02614
IRS990EZ/GrossReceiptsAmt039109
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012146
IRS990EZ/LandAndBuildingsGrp/BOYAmt058016
IRS990EZ/LandAndBuildingsGrp/EOYAmt058016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0296801
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0319988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0296801
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0319988
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/PersonNm1BRYAN ROLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MUNDTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD LAMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEN BOEHNEN
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/BOYAmt0236409
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0259581
IRS990EZ/OtherChangesInNetAssetsAmt016814
IRS990EZ/OtherExpensesTotalAmt08017
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC NATURAL CONSERVANCY
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/ProgramServiceExpensesAmt08388
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt026963
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08387
IRS990EZ/TotalProgramServiceExpensesAmt08388
IRS990EZ/TotalRevenueAmt014760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINVESTMENT EXPENSE 2,826UPKEEP EXPENSE OF CONSERVATORY 1,301POND MONITORING CONSULTANT 812INSURANCE 1,500FISHING EVENT 500DNR LICENSE AND FEES 140ELECTRIC UTILITY 938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTASSET GAIN ON INVESTENTS 16,738ADJ CHECKBOOK TO ACTUAL 76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTHRIVENT ASSET MANAGEMENT 236,409 259,581
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER A FRIEDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06089632886
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM FRIEDE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0396705882
ReturnHeader/Filer/USAddress/AddressLine1Txt01030 10TH COURT PO BOX 248
ReturnHeader/Filer/USAddress/CityNm0REEDSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053959
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F769FCB5694AFB33CE524408339A1406032C4172
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F769FCB5694AFB33CE524408339A1406032C4172
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039632520181435aczvfl
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.211.119.209
ReturnHeader/FilingSecurityInformation/IPDt02018-05-23
ReturnHeader/FilingSecurityInformation/IPTm012:00:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472305822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Family Traditions Tax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 2ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REEDSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053959
ReturnHeader/PreparerPersonGrp/PhoneNum06085246076
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M FLINT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-23T11:58:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$319,988
Liabilities
$0
Net assets
$319,988
Revenue
$14,760
Expenses
$8,387
Net income
$6,373
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