Civic Intelligence

William Friede Tr

990EZ • Fiscal year 2013 • EIN 39-6705882

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

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.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

57th percentile

0.00x

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

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$50

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$295,673

Up $6,673 (+2.3%) from 2012

Net Assets

Up

$295,673

Up $6,673 (+2.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

$15,760

No earlier filing loaded for comparison.

Expenses

Up

$21,586

Up $17,556 (+436%) from 2012

Net Income

-$5,826

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2013

Assets$295,673
Liabilities$0
Net Assets$295,673
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$15,760
Expenses$21,586
Net Income-$5,826
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.1
Gross Receipts
$109,548
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-$10,618
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SCOLESTrustee-$0$50$50
ROGER FRIEDETrustee-$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

EIN
39-6705882

Signing Officer

Name
Roger Friede
Title
Ttee
Phone
6085244586
Signed
2014-04-29
Discuss with paid preparer
Yes

Preparer

Preparer
Richard M Flint Ea
Phone
6085246076
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountoccupancy 10,618”

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

“Description amountasset gain on investents 12,499”

Description of other assets Part II line 24

“Category beginning of year end of yearthrivent asset management 228,958 236,599”

Raw XML Appendix130 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/AddressLine101030 10TH
IRS990EZ/BooksInCareOfDetail/USAddress/City0REEDSBURG
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053959
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01058
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt093788
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5826
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0289000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0295673
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03053
IRS990EZ/GrossReceiptsAmt0109548
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012707
IRS990EZ/LandAndBuildingsGrp/BOYAmt058016
IRS990EZ/LandAndBuildingsGrp/EOYAmt058016
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0289000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0295673
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0289000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0295673
IRS990EZ/OccupancyRentUtltsAndMaintAmt010618
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/ExpenseAccountOtherAllwncAmt150
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/BOYAmt0228958
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0236599
IRS990EZ/OtherChangesInNetAssetsAmt012499
IRS990EZ/OtherExpensesTotalAmt010618
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/ProgramServiceExpensesAmt010618
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt096841
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021586
IRS990EZ/TotalProgramServiceExpensesAmt010618
IRS990EZ/TotalRevenueAmt015760
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTOCCUPANCY 10,618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTASSET GAIN ON INVESTENTS 12,499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTHRIVENT ASSET MANAGEMENT 228,958 236,599
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/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER FRIEDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06085244586
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM FRIEDE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0396705882
ReturnHeader/Filer/USAddress/AddressLine101030 10TH COURT
ReturnHeader/Filer/USAddress/City0REEDSBURG
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053959
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391243034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TNT TAX AND ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10211 2ND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0REEDSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053959
ReturnHeader/PreparerPersonGrp/PhoneNum06085246076
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD M FLINT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-26T13:12:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,673
Liabilities
$0
Net assets
$295,673
Revenue
$15,760
Expenses
$21,586
Net income
-$5,826
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