Civic Intelligence

Jwt Special Trust

EIN 46-6273245 • Appleton, WI

3913 W Prospect Avenue Suite 201Appleton, WI 54914-8797
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

8th percentile

-199%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$329

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

<$500k nonprofits • Source year 2018

Asset Growth

44th percentile

-5.7%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-54%

Faster revenue growth than 17% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$68,120

Down $4,098 (-5.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$68,120

Down $4,098 (-5.7%) from 2017

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$2,064

Down $2,442 (-54%) from 2017

Expenses

Down

$6,162

Down $456 (-6.9%) from 2017

Net Income

Down

-$4,098

Down $1,986 (-94%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2012: $77,447Liabilities 2012: $02012Assets 2013: $101,143Liabilities 2013: $0Net Assets 2013: $101,1432013Assets 2014: $90,594Liabilities 2014: $02014Assets 2015: $79,197Liabilities 2015: $02015Assets 2016: $74,330Liabilities 2016: $0Net Assets 2016: $74,3302016Assets 2017: $72,218Liabilities 2017: $0Net Assets 2017: $72,2182017Assets 2018: $68,120Liabilities 2018: $0Net Assets 2018: $68,1202018

Highlighted filing

2018

Assets$68,120
Liabilities$0
Net Assets$68,120
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50KRevenue 2012: $99,433Expenses 2012: $0Net Income 2012: $99,4332012Revenue 2013: $31,906Expenses 2013: $8,210Net Income 2013: $23,6962013Revenue 2014: $2,088Expenses 2014: $12,637Net Income 2014: -$10,5492014Revenue 2015: -$4,405Expenses 2015: $6,992Net Income 2015: -$11,3972015Revenue 2016: $3,334Expenses 2016: $8,201Net Income 2016: -$4,8672016Revenue 2017: $4,506Expenses 2017: $6,618Net Income 2017: -$2,1122017Revenue 2018: $2,064Expenses 2018: $6,162Net Income 2018: -$4,0982018

Highlighted filing

2018

Revenue$2,064
Expenses$6,162
Net Income-$4,098
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,120
Liabilities
$0
Net assets
$68,120
Revenue
$2,064
Expenses
$6,162
Net income
-$4,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.02$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$0.79$0.00$0.04$0.07$0.11
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$0.02$0.13$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.32$0.08$0.24
2012Summary only. Only limited summary data is available for this year.$0.77$0.00$0.99$0.00$0.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY PARTNERS INCTrustee-$329-$329
Filing and Contact Details

Filer

Filer Name
Jwt Special Trust
EIN
46-6273245
Phone
9203809960
Address
3913 W PROSPECT AVENUE SUITE 201, APPLETON, WI 54914-8797

Signing Officer

Name
Fiduciary Partners Inc
Title
Trustee
Phone
9203809960
Signed
2019-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3125 JOHN JOANIS DRIVE, STEVENS POINT, WI 54482
Preparer
Dean Johnson CPA
Phone
7153444984
Raw XML Appendix321 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROVIDE A FINANCIAL ASSISTANCE FUND PERMITTING ELIGIBLE CHILDREN OF THE CONGREGATION TO ATTEND AND PARTICIPATE IN THE SUMMER CAMP PROGRAMS OF CROSSWAYS CAMPING MINISTRIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRINITY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01410 ROGERS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STEVENS POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054481
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03541
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05412
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05412
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06455
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01437
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04715
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01174
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011867
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010693
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0447
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt16
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIDUCIARY PARTNERS INC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203809960
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JWT SPECIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DATED SEPTEMBER 17 2012
ReturnHeader/Filer/BusinessNameControlTxt0JWTS
ReturnHeader/Filer/EIN0466273245
ReturnHeader/Filer/PhoneNum09203809960
ReturnHeader/Filer/USAddress/AddressLine1Txt03913 W PROSPECT AVENUE SUITE 201
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549148797
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D440F39EED042ABC3EA8AA79F6556715EBB5D9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D2AFDF216C6F0FAE95FCD1055D69FAA13DA63D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm008:28:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03125 JOHN JOANIS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEVENS POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054482
ReturnHeader/PreparerPersonGrp/PhoneNum07153444984
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN JOHNSON CPA
ReturnHeader/ReturnTs02019-11-15T14:35:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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