Civic Intelligence

Jwt Special Trust Dated September

990PF • Fiscal year 2017 • EIN 46-6273245

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
3913 W Prospect Avenue Suite 201Appleton, WI 54914-8797

(920) 380-9960

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-47%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$348

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

35%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$72,218

Down $2,112 (-2.8%) from 2016

Net Assets

Down

$72,218

Down $2,112 (-2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$4,506

Up $1,172 (+35%) from 2016

Expenses

Down

$6,618

Down $1,583 (-19%) from 2016

Net Income

Up

-$2,112

Up $2,755 (+57%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2017

Assets$72,218
Liabilities$0
Net Assets$72,218
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$4,506
Expenses$6,618
Net Income-$2,112
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY PARTNERS INCTrustee-$348-$348
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
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
3125 JOHN JOANIS DRIVE, STEVENS POINT, WI 54482
Preparer
Kimberly Anderson CPA
Phone
7153444984
Raw XML Appendix323 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt162274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB - EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CHARLES SCHWAB - OTHER FUNDS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt164384
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0292
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0292
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt072218
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03767
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03767
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03767
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03797
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030
IRS990PF/DistributableAmountGrp/TotalTaxAmt030
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IRS990PF/FMVAssetsEOYAmt073577
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04200
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
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03767
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01309
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05412
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010693
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05412
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05149
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01382
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010693
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09311
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1482
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1482
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIDUCIARY PARTNERS INC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203809960
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/AtSubmissionCreationDeviceId0ADD9B0FA008286EFA839A4825521FFB3520D5A5C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0967DCA4FABF3D6C7AE4D014617AEEE9CE601AE20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:42:46
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/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02018-11-15T15:51:27-06:00
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
$72,218
Liabilities
$0
Net assets
$72,218
Revenue
$4,506
Expenses
$6,618
Net income
-$2,112
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