Civic Intelligence

George B Mcmillan Memorial Trust Fund

EIN 39-6745150 • 501(c)3 • Wisconsin Rapids, WI

Profile

The trust was created by george b mcmillan in his will to provide for the maintenance and support of the first congregational church ucc located in wisconsin rapids wisconsin.

C/O Woodtrust Bankpo Box 8000Wisconsin Rapids, WI 54495-8000

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$46,825

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,814,896

Up $99,980 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,814,896

Up $99,980 (+2.1%) from 2023

Revenue

Up

$327,992

Up $76,779 (+31%) from 2023

Expenses

Down

$228,012

Down $318 (-0.1%) from 2023

Net Income

Up

$99,980

Up $77,097 (+337%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $4,122,906Liabilities 2010: $0Net Assets 2010: $4,122,9062010Assets 2011: $4,141,040Liabilities 2011: $0Net Assets 2011: $4,141,0402011Assets 2012: $4,160,220Liabilities 2012: $0Net Assets 2012: $4,160,2202012Assets 2013: $4,235,597Liabilities 2013: $0Net Assets 2013: $4,235,5972013Assets 2014: $4,255,137Liabilities 2014: $0Net Assets 2014: $4,255,1372014Assets 2015: $4,356,393Liabilities 2015: $0Net Assets 2015: $4,356,3932015Assets 2016: $4,314,325Liabilities 2016: $0Net Assets 2016: $4,314,3252016Assets 2017: $4,333,632Liabilities 2017: $0Net Assets 2017: $4,333,6322017Assets 2018: $4,472,266Liabilities 2018: $0Net Assets 2018: $4,472,2662018Assets 2019: $4,451,530Liabilities 2019: $0Net Assets 2019: $4,451,5302019Assets 2020: $4,648,751Liabilities 2020: $0Net Assets 2020: $4,648,7512020Assets 2021: $4,741,082Liabilities 2021: $0Net Assets 2021: $4,741,0822021Assets 2022: $4,692,033Liabilities 2022: $0Net Assets 2022: $4,692,0332022Assets 2023: $4,714,916Liabilities 2023: $0Net Assets 2023: $4,714,9162023Assets 2024: $4,814,896Liabilities 2024: $0Net Assets 2024: $4,814,8962024

Highlighted filing

2024

Assets$4,814,896
Liabilities$0
Net Assets$4,814,896

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $139,6142010Expenses 2011: $145,7862011Revenue 2012: $169,917Expenses 2012: $150,737Net Income 2012: $19,1802012Revenue 2013: $219,202Expenses 2013: $143,825Net Income 2013: $75,3772013Revenue 2014: $212,399Expenses 2014: $192,859Net Income 2014: $19,5402014Revenue 2015: $296,555Expenses 2015: $195,299Net Income 2015: $101,2562015Revenue 2016: $150,851Expenses 2016: $192,919Net Income 2016: -$42,0682016Revenue 2017: $211,265Expenses 2017: $191,958Net Income 2017: $19,3072017Revenue 2018: $341,409Expenses 2018: $202,775Net Income 2018: $138,6342018Revenue 2019: $185,946Expenses 2019: $206,682Net Income 2019: -$20,7362019Revenue 2020: $410,110Expenses 2020: $212,889Net Income 2020: $197,2212020Revenue 2021: $312,841Expenses 2021: $220,510Net Income 2021: $92,3312021Revenue 2022: $198,448Expenses 2022: $247,497Net Income 2022: -$49,0492022Revenue 2023: $251,213Expenses 2023: $228,330Net Income 2023: $22,8832023Revenue 2024: $327,992Expenses 2024: $228,012Net Income 2024: $99,9802024

Highlighted filing

2024

Revenue$327,992
Expenses$228,012
Net Income$99,980

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$0.00$4.81$0.33$0.23$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.25$0.23$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.69$0.20$0.25$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.00$4.74$0.31$0.22$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$0.41$0.21$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.19$0.21$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.00$4.47$0.34$0.20$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.21$0.19$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.00$4.31$0.15$0.19$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.30$0.20$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.21$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.22$0.14$0.08
2012Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$0.17$0.15$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.14$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.00$4.12$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.0
Gross Receipts
$843,673
Mission and Program Overview

Mission

The trust was created by george b mcmillan in his will to provide for the maintenance and support of the first congregational church ucc located in wisconsin rapids wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,714,916$4,814,896▲ $99,980
Investments in Publicly Traded Securities$4,383,106$4,424,842▲ $41,736
Savings and Temporary Cash Investments$329,922$388,198▲ $58,276
Total Assets$4,714,916$4,814,896▲ $99,980
Other Assets Total$1,888$1,856▼ $32
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,714,916$4,814,896▲ $99,980
Total Liabilities and Net Assets / Fund Balance$4,714,916$4,814,896▲ $99,980
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$46,825$46,825
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$327,992
Other Revenue
$0
Change in Net Assets
$99,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$179,792
Salaries, Compensation, and Employee Benefits$46,825
Other Expenses$1,395
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$179,792--$179,792
Current Officers, Directors, Trustees, and Key Employees-$46,825-$46,825
Fees for Services Accounting-$1,395-$1,395
Total Functional Expenses$179,792$48,220$0$228,012
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Congregational Church UccWisconsin Rapids, WI-Maintenance & Suppor$179,792
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The return is provided to a designated officer of woodtrust bank, the institutional trustee of the organization, for review and signature prior to filing.

Form 990, Page 6, Part VI, Line 19

The organization does not make any documents available to the general public unless they are included on a form that is publicly available (i.e. Form 1023 and form 990). Such documents are provided upon request of the organization's institutional trustee.

Filing and Contact Details

Filer

Filer Name
George B Mcmillan Memorial
EIN
39-6745150
Phone
7154236800
Address
C/O WOODTRUST BANKPO BOX 8000, WISCONSIN RAPIDS, WI 54495-8000

Signing Officer

Name
Woodtrust Bank
Title
Trustee
Phone
7154236800
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Formed
1927
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Becker and Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Raw XML Appendix351 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS FIRST CONGREGATIONAL CHURCH OF WISCONSIN RAPIDS, WISCONSIN. THE ORGANIZATION IS A MEMBER OF A RECOGNIZED DENOMINATION OF CHURCH DESCRIBED IN IRC SECTION 170(B)(1)(A)(I) AND, ACCORDINGLY, IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE INSTITUTIONAL TRUSTEE OF THIS ORGANIZATION REGULARLY CONSULTS WITH A REPRESENTATIVE OF THE SUPPORTED ORGANIZATION'S MANAGEMENT TO DISCUSS THE SUPPORTED ORGANIZATION'S CURRENT AND PROJECTED NEEDS. THE INSTITUTIONAL TRUSTEE ALSO PROVIDES REGULAR COMMUNICATIONS TO THE SUPPORTED ORGANIZATION ABOUT INVESTMENTS AND PLANS FOR DISTRIBUTIONS, INCLUDING QUARTERLY STATEMENTS REPORTING ITS ACTIVITIES AND ITS INVESTMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE SUPPORTED ORGANIZATION'S MANAGEMENT WORKS WITH THE INSTITUTIONAL TRUSTEE OF THIS ORGANIZATION TO SET AN INVESTMENT POLICY DESIGNED TO MEET THE SUPPORTED ORGANIZATION'S CURRENT AND PROJECTED NEEDS. IN ADDITION, THE TIMING OF DISTRIBUTIONS TO THE SUPPORTED ORGANIZATION IS SET BASED ON INPUT RECEIVED FROM THE SUPPORTED ORGANIZATION'S MANAGEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE GEORGE B MCMILLAN TRUST WAS RESPONSIVE TO THE FIRST CONGREGATIONAL CHURCH OF WISCONSIN RAPIDS, WISCONSIN, DUE TO THE INTERRELATIONSHIP OF THIS ORGANIZATION'S TRUSTEES AND THE CHURCH'S GOVERNING BODY. FIRST CONGREGATIONAL CHURCH OF WISCONSIN RAPIDS, WISCONSIN WAS ATTENTIVE TO THE OPERATIONS OF THIS ORGANIZATION BECAUSE THE SUPPORT RECEIVED FROM THIS ORGANIZATION WAS SIGNIFICANT TO THE BUDGET OF THE CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION D, LINE 8
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt05690463
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05215183
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05690463
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05215183
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt085357
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt078228
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05605106
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05136955
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0196179
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0179793
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05215183
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0196179
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0179793
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0FIRST CONGREGATIONAL CHURCH
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0179792
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTENANCE & SUPPOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST CONGREGATIONAL CHURCH UCC
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0311 2ND STREET SOUTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WISCONSIN RAPIDS
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PROVIDED TO A DESIGNATED OFFICER OF WOODTRUST BANK, THE INSTITUTIONAL TRUSTEE OF THE ORGANIZATION, FOR REVIEW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ANY DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UNLESS THEY ARE INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE (I.E. FORM 1023 AND FORM 990). SUCH DOCUMENTS ARE PROVIDED UPON REQUEST OF THE ORGANIZATION'S INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04714916
IRS990/TotalAssetsEOYAmt04814896
IRS990/TotalAssetsGrp/BOYAmt04714916
IRS990/TotalAssetsGrp/EOYAmt04814896
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048220
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0179792
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04714916
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04814896
IRS990/TotalProgramServiceExpensesAmt0179792
IRS990/TotalReportableCompFromOrgAmt046825
IRS990/TotalRevenueGrp/ExclusionAmt0327992
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0327992
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04814896
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0181 SECOND STREET SOUTH
IRS990/USAddress/CityNm0WISCONSIN RAPIDS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054494
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODTRUST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154236800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE B MCMILLAN MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0396745150
ReturnHeader/Filer/PhoneNum07154236800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O WOODTRUST BANKPO BOX 8000
ReturnHeader/Filer/USAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0544958000
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391342388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER AND KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02025-05-02T10:00:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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