Civic Intelligence

Mary E Fitz Memorial Park Tr

990PF • Fiscal year 2017 • EIN 39-6734720

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 13, 2018

Organization Profile
500 E Main StreetMenomonie, WI 54751

(651) 492-4315

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.60x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$25,286

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 60.2% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

7.7%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$659,751

Up $47,256 (+7.7%) from 2016

Net Assets

Up

$634,465

Up $53,886 (+9.3%) from 2016

Liabilities

Down

$25,286

Down $6,630 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin19th percentile

Revenue

Up

$41,989

Up $105,491 (+166%) from 2016

Expenses

Up

$47,964

Up $1 (+0.0%) from 2016

Net Income

Up

-$5,975

Up $105,490 (+95%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.0M$500K$0Assets 2010: $959,719Liabilities 2010: $0Net Assets 2010: $959,7192010Assets 2011: $933,522Liabilities 2011: $0Net Assets 2011: $933,5222011Assets 2012: $894,742Liabilities 2012: $37,755Net Assets 2012: $856,9872012Assets 2013: $890,556Liabilities 2013: $37,908Net Assets 2013: $852,6482013Assets 2014: $792,261Liabilities 2014: $36,002Net Assets 2014: $756,2592014Assets 2015: $728,887Liabilities 2015: $34,546Net Assets 2015: $694,3412015Assets 2016: $612,495Liabilities 2016: $31,916Net Assets 2016: $580,5792016Assets 2017: $659,751Liabilities 2017: $25,286Net Assets 2017: $634,4652017Assets 2018: $595,222Liabilities 2018: $02018Assets 2019: $665,717Liabilities 2019: $02019Assets 2020: $757,203Liabilities 2020: $12020Assets 2022: $635,147Liabilities 2022: $1Net Assets 2022: $635,1472022Assets 2023: $669,935Liabilities 2023: $1Net Assets 2023: $669,9352023Assets 2024: $688,749Liabilities 2024: $0Net Assets 2024: $688,7492024

Highlighted filing

2017

Assets$659,751
Liabilities$25,286
Net Assets$634,465
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$0-$100K-$200KExpenses 2010: $89,6732010Expenses 2011: $47,1672011Expenses 2012: $55,4112012Revenue 2013: $25,457Expenses 2013: $64,256Net Income 2013: -$38,7992013Revenue 2014: -$758Expenses 2014: $66,423Net Income 2014: -$67,1812014Revenue 2015: $57,986Expenses 2015: $55,792Net Income 2015: $2,1942015Revenue 2016: -$63,502Expenses 2016: $47,963Net Income 2016: -$111,4652016Revenue 2017: $41,989Expenses 2017: $47,964Net Income 2017: -$5,9752017Revenue 2018: -$21,271Expenses 2018: $24,249Net Income 2018: -$45,5202018Revenue 2019: $20,335Expenses 2019: $32,958Net Income 2019: -$12,6232019Revenue 2020: $10,860Expenses 2020: $11,182Net Income 2020: -$3222020Revenue 2022: $27,445Expenses 2022: $32,779Net Income 2022: -$5,3342022Revenue 2023: $9,768Expenses 2023: $33,028Net Income 2023: -$23,2602023Revenue 2024: $2,423Expenses 2024: $32,886Net Income 2024: -$30,4632024

Highlighted filing

2017

Revenue$41,989
Expenses$47,964
Net Income-$5,975
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANDMARK CONSERVANCYTrusteePT$25,286-$25,286
Filing and Contact Details

Filer

Filer Name
Mary E Fitz Memorial Trust
EIN
39-6734720
Address
500 E MAIN STREET, MENOMONIE, WI 54751

Signing Officer

Name
William Butsic
Title
Landmark Board
Phone
7152358850
Signed
2018-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Plncpa LLC
Address
748 River Ridge Court, River Falls, WI 54022
Preparer
Patricia L Nelson
Phone
6514924315
Raw XML Appendix348 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE ORGANIZATION DOES NOT ANTICIPATE SOLICITING FUNDS WITHIN THE STATE IN WHICH IT IS LOCATED (WISCONSIN) AND IS, THEREFORE, NOT REQUIRED TO FILE A COPY OF THE FORM 990-PF WITH THAT STATE.
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHELLE COPLEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0500 E MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MENOMONIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054751
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07152358850
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MARY E FITZ MEML PARK IS USED AND MANAGED AS A NATURE PRESERVE FOR CONSERVATION PURPOSES TO PROTECT ITS NATURAL AND SCENIC FEATURES AND IS OPEN TO THE PUB
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt021621
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021621
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt03038
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt19998
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt20
LandEtcSchedule2/LandEtcGrp/BookValueAmt05062
LandEtcSchedule2/LandEtcGrp/BookValueAmt10
LandEtcSchedule2/LandEtcGrp/BookValueAmt293540
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1VEHICLE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt08100
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt19998
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt293540
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt00
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt10
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt20
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0500
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0235
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0735
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14938
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LAND MANAGEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0668
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt213226
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14938
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14938
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt213226
OtherIncreasesSchedule/OtherIncreasesDetail/Amt059861
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENT
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BUTSIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LANDMARK BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum07152358850
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY E FITZ MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0396734720
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 E MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MENOMONIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054751
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0764DC1ACB57C913411613D68ADA25406EE431DF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0764DC1ACB57C913411613D68ADA25406EE431DF7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03982692018287i5w3zsn
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.54.109.171
ReturnHeader/FilingSecurityInformation/IPDt02018-10-14
ReturnHeader/FilingSecurityInformation/IPTm018:03:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822261427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLNCPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0748 River Ridge Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0River Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054022
ReturnHeader/PreparerPersonGrp/PhoneNum06514924315
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA L NELSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-14T18:00:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$659,751
Liabilities
$25,286
Net assets
$634,465
Revenue
$41,989
Expenses
$47,964
Net income
-$5,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.02$0.33$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.10$0.33$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.27$0.33$0.05
2020Summary only. Only limited summary data is available for this year.$7.57$0.00$0.11$0.11$0.00
2019Summary only. Only limited summary data is available for this year.$6.66$0.00$0.20$0.33$0.13
2018Summary only. Only limited summary data is available for this year.$5.95$0.00$0.21$0.24$0.46
2017Detailed filing. Detailed filing data is available for this year.$6.60$0.25$6.34$0.42$0.48$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.12$0.32$5.81$0.64$0.48$1.11
2015Detailed filing. Detailed filing data is available for this year.$7.29$0.35$6.94$0.58$0.56$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.92$0.36$7.56$0.01$0.66$0.67
2013Detailed filing. Detailed filing data is available for this year.$8.91$0.38$8.53$0.25$0.64$0.39
2012Detailed filing. Detailed filing data is available for this year.$8.95$0.38$8.57$0.55
2011Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$0.47
2010Detailed filing. Detailed filing data is available for this year.$9.60$0.00$9.60$0.90
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • $500k-$1M nonprofits