Civic Intelligence

Sister Irmgard Delfing Charitable Tr

990PF • Fiscal year 2020 • EIN 39-6781271

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization Profile
c/o BMO HARRIS BANK NA 115 S 84th SMilwaukee, WI 53214

(414) 875-3234

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

35th percentile

$90,405

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

39th percentile

1.8%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

21%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,510,300

Up $236,839 (+1.8%) from 2019

Net Assets

Up

$13,510,300

Up $236,839 (+1.8%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin76th percentile

Revenue

Up

$1,167,856

Up $202,142 (+21%) from 2019

Expenses

Down

$897,357

Down $35,935 (-3.9%) from 2019

Net Income

Up

$270,499

Up $238,077 (+734%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$15M$10M$5.0M$0Assets 2010: $12,205,216Liabilities 2010: $0Net Assets 2010: $12,205,2162010Assets 2011: $12,434,337Liabilities 2011: $02011Assets 2012: $12,294,158Liabilities 2012: $0Net Assets 2012: $12,294,1582012Assets 2013: $12,428,326Liabilities 2013: $1Net Assets 2013: $12,428,3262013Assets 2014: $12,557,600Liabilities 2014: $1Net Assets 2014: $12,557,6002014Assets 2015: $12,958,416Liabilities 2015: $1Net Assets 2015: $12,958,4162015Assets 2016: $12,687,007Liabilities 2016: $0Net Assets 2016: $12,687,0072016Assets 2017: $13,103,522Liabilities 2017: $0Net Assets 2017: $13,103,5222017Assets 2018: $13,239,236Liabilities 2018: $0Net Assets 2018: $13,239,2362018Assets 2019: $13,273,461Liabilities 2019: $1Net Assets 2019: $13,273,4612019Assets 2020: $13,510,300Liabilities 2020: $1Net Assets 2020: $13,510,3002020Assets 2021: $14,474,074Liabilities 2021: $1Net Assets 2021: $14,474,0742021Assets 2022: $13,793,887Liabilities 2022: $1Net Assets 2022: $13,793,8872022Assets 2023: $13,915,176Liabilities 2023: $1Net Assets 2023: $13,915,1762023Assets 2024: $13,877,125Liabilities 2024: $0Net Assets 2024: $13,877,1252024

Highlighted filing

2020

Assets$13,510,300
Liabilities$1
Net Assets$13,510,300
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $778,5652010Revenue 2011: $1,136,189Expenses 2011: $844,713Net Income 2011: $291,4762011Expenses 2012: $879,9432012Revenue 2013: $996,105Expenses 2013: $858,433Net Income 2013: $137,6722013Revenue 2014: $1,065,041Expenses 2014: $933,844Net Income 2014: $131,1972014Revenue 2015: $1,345,350Expenses 2015: $940,755Net Income 2015: $404,5952015Revenue 2016: $604,836Expenses 2016: $877,650Net Income 2016: -$272,8142016Revenue 2017: $1,324,341Expenses 2017: $912,918Net Income 2017: $411,4232017Revenue 2018: $1,125,890Expenses 2018: $991,680Net Income 2018: $134,2102018Revenue 2019: $965,714Expenses 2019: $933,292Net Income 2019: $32,4222019Revenue 2020: $1,167,856Expenses 2020: $897,357Net Income 2020: $270,4992020Revenue 2021: $2,003,640Expenses 2021: $1,040,089Net Income 2021: $963,5512021Revenue 2022: $329,473Expenses 2022: $1,009,508Net Income 2022: -$680,0352022Revenue 2023: $1,041,274Expenses 2023: $903,811Net Income 2023: $137,4632023Revenue 2024: $928,360Expenses 2024: $971,376Net Income 2024: -$43,0162024

Highlighted filing

2020

Revenue$1,167,856
Expenses$897,357
Net Income$270,499
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$90,405-$90,405
Filing and Contact Details

Filer

Filer Name
Delfing Char Tr Sister Irmgard
EIN
39-6781271
Phone
4148753234
Address
c/o BMO HARRIS BANK NA 115 S 84th S, Milwaukee, WI 53214

Signing Officer

Name
Joe Horstmeier
Title
Vice President
Phone
4148753234
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214
Preparer
Beth Schroeder EA
Phone
4148753234
Raw XML Appendix331 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short term gains - See attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long term gains - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long term capital gain dividend
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01172742
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt15294967
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0Cost
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt15676917
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2299934
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt047902
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1381950
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2299934
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt090405
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0778654
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0778654
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0438070
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0438070
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0270499
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07197495
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0729786
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01073516
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt047902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt027386
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt094340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0897357
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01167856
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01167856
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt094340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0118703
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt047902
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short-term capital gains See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long-term capital gains See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Logn-term capital gain dividend see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0270499
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt037217
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03557
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013547517
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013273461
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013510300
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0793276
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0793276
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0793276
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0808198
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014922
IRS990PF/DistributableAmountGrp/TotalTaxAmt014922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01732
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt026
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07037879
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018208870
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0808198
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016163966
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsstInd0X
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0790 N Water St Floor 11
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0790 N Water Street Floor 11
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0778654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHOENSTATT SISTERS OF MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0W284 N404 CHERRY LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0531889416
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0778654
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/AppliedToCurrentYearAmt0779566
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0793276
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042745
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010502
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056138
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075317
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0359
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0779566
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0117745
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0131455
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt037217
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Change in Accrual
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02452
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1247
OtherIncreasesSchedule/OtherIncreasesDetail/Amt2858
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Interest paid on purchase in 2019 deferred to 2020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12019 Wash sales
OtherIncreasesSchedule/OtherIncreasesDetail/Desc22020 ROC
TaxesSchedule/TaxesDetail/Amt016680
TaxesSchedule/TaxesDetail/Amt13935
TaxesSchedule/TaxesDetail/Amt26771
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt22019 Federal tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03935
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Horstmeier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753234
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELFING CHAR TR SISTER IRMGARD
ReturnHeader/Filer/BusinessNameControlTxt0DELF
ReturnHeader/Filer/EIN0396781271
ReturnHeader/Filer/PhoneNum04148753234
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o BMO HARRIS BANK NA 115 S 84th S
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th St Ste 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beth Schroeder EA
ReturnHeader/ReturnTs02021-05-13T03:27:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joe
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Horstmeier
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,510,300
Liabilities
$1
Net assets
$13,510,300
Revenue
$1,167,856
Expenses
$897,357
Net income
$270,499
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.93$0.97$0.04
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.04$0.90$0.14
2022Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.33$1.01$0.68
2021Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$2.00$1.04$0.96
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.17$0.90$0.27
2019Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.97$0.93$0.03
2018Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.13$0.99$0.13
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.32$0.91$0.41
2016Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.60$0.88$0.27
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.35$0.94$0.40
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.07$0.93$0.13
2013Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.00$0.86$0.14
2012Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.88
2011Summary only. Only limited summary data is available for this year.$12.4$0.00$1.14$0.84$0.29
2010Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.78