Civic Intelligence

Ashland Ore Dock Charitable Trust

990 • Fiscal year 2018 • EIN 46-7517448

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 26, 2019

Organization ProfileN/A
321 Main St WAshland, WI 54806

(715) 682-7190

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

1.83x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-127%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

37th percentile

-2.0%

Faster asset growth than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-45%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,943,937

Down $58,574 (-2.0%) from 2017

Net Assets

Down

$2,888,461

Down $38,582 (-1.3%) from 2017

Liabilities

Down

$55,476

Down $19,992 (-26%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin2nd percentile

Revenue

Down

$30,329

Down $25,187 (-45%) from 2017

Expenses

Down

$68,911

Down $11,042 (-14%) from 2017

Net Income

Down

-$38,582

Down $14,145 (-58%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,130,992Liabilities 2014: $71,023Net Assets 2014: $3,059,9692014Assets 2015: $3,068,339Liabilities 2015: $51,729Net Assets 2015: $3,016,6102015Assets 2016: $2,957,970Liabilities 2016: $6,490Net Assets 2016: $2,951,4802016Assets 2017: $3,002,511Liabilities 2017: $75,468Net Assets 2017: $2,927,0432017Assets 2018: $2,943,937Liabilities 2018: $55,476Net Assets 2018: $2,888,4612018Assets 2019: $2,930,082Liabilities 2019: $44,805Net Assets 2019: $2,885,2772019Assets 2020: $2,838,758Liabilities 2020: $9,057Net Assets 2020: $2,829,7012020Assets 2021: $2,865,290Liabilities 2021: $73,359Net Assets 2021: $2,791,9312021Assets 2022: $2,812,977Liabilities 2022: $140,937Net Assets 2022: $2,672,0402022Assets 2023: $1,077,123Liabilities 2023: $99,941Net Assets 2023: $977,1822023Assets 2024: $996,165Liabilities 2024: $2,186Net Assets 2024: $993,9792024

Highlighted filing

2018

Assets$2,943,937
Liabilities$55,476
Net Assets$2,888,461
Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $3,130,991Expenses 2014: $71,022Net Income 2014: $3,059,9692014Revenue 2015: $14,485Expenses 2015: $57,844Net Income 2015: -$43,3592015Revenue 2016: $58,543Expenses 2016: $123,673Net Income 2016: -$65,1302016Revenue 2017: $55,516Expenses 2017: $79,953Net Income 2017: -$24,4372017Revenue 2018: $30,329Expenses 2018: $68,911Net Income 2018: -$38,5822018Revenue 2019: $46,275Expenses 2019: $49,459Net Income 2019: -$3,1842019Revenue 2020: $29,519Expenses 2020: $85,096Net Income 2020: -$55,5772020Revenue 2021: $29,662Expenses 2021: $67,432Net Income 2021: -$37,7702021Revenue 2022: $22,078Expenses 2022: $141,969Net Income 2022: -$119,8912022Revenue 2023: $57,978Expenses 2023: $1,752,836Net Income 2023: -$1,694,8582023Revenue 2024: $27,249Expenses 2024: $10,452Net Income 2024: $16,7972024

Highlighted filing

2018

Revenue$30,329
Expenses$68,911
Net Income-$38,582
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 26, 2019
Return Version
2018v3.1
Gross Receipts
$30,329
Mission and Program Overview

Mission

To provide funds to the city of ashland to preserve the legacy of the ore dock and to develop the ore dock as a vibrant municipal asset to be used by the city and its residents for generations to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,730,081$1,660,313▼ $69,768
Savings and Temporary Cash Investments$1,271,241$1,279,430▲ $8,189
Accounts Receivable$0$2,683▲ $2,683
Total Assets$3,002,511$2,943,937▼ $58,574
Other Assets Total$1,189$1,511▲ $322
Liabilities
Accounts Payable and Accrued Expenses$75,468$55,476▼ $19,992
Total Liabilities$75,468$55,476▼ $19,992
Net Assets / Fund Balance
Unrestricted Net Assets$2,927,043$2,888,461▼ $38,582
Total Net Assets Fund Balance$2,927,043$2,888,461▼ $38,582
Total Liabilities and Net Assets / Fund Balance$3,002,511$2,943,937▼ $58,574
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John BeirlPresident
Ed MonroeVice President
Debra LewisMember
Gary LapeanMember
Holly GeorgeMember
Jean RonningMember
Richard PufallMember
Sara HudsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$16,038
Program Service Revenue
$0
Investment Income
$14,291
Other Revenue
$0
All Other Contributions
$16,038
Change in Net Assets
$-38,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,329
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$30,329
Total Revenue per Form 990
$30,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$3,775--$3,775
Insurance$750--$750
Other Expenses$54--$54
Total Functional Expenses$68,911$0$0$68,911

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,911
Total Expenses per Audited Statements$68,911
Total Expenses per Form 990$68,911
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
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, Part VI, Section B, Line 11B

“Board of directors reviews form 990 after it is finalized.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ashland Ore Dock Charitable Trust
EIN
46-7517448
Phone
7156827190
Address
321 MAIN ST W, ASHLAND, WI 54806

Signing Officer

Name
John Beirl
Title
Board of Trustees Chair
Phone
7156827190
Signed
2019-07-26

Organization Details

Principal Officer
John Beirl
Formed
2014
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Anderson Hager & Moe Sc
Address
PO BOX 986, HAYWARD, WI 54843
Preparer
Mark Beckman CPA
Phone
7156342653
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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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IRS990/Desc0THE ASHLAND ORE DOCK CHARITABLE TRUST USES ITS ASSETS AND INCOME OF THE TRUST EXCLUSIVELY FOR THE MAINTENANCE, REPAIR, OPERATION, IMPROVEMENT, DEVELOPMENT, UTILIZATION, AND GENERAL WELFARE OF THE FORMER SOO LINE ORE DOCK.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS REVIEWS FORM 990 AFTER IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03002511
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02943937
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02927043
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02888461
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0321 MAIN ST W
IRS990/USAddress/CityNm0ASHLAND
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054806
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BEIRL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD OF TRUSTEES CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07156827190
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASHLAND ORE DOCK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ASHL
ReturnHeader/Filer/EIN0467517448
ReturnHeader/Filer/PhoneNum07156827190
ReturnHeader/Filer/USAddress/AddressLine1Txt0321 MAIN ST W
ReturnHeader/Filer/USAddress/CityNm0ASHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054806
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CC4E88C645704685620EF337C26C89750EF163B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC4E88C645704685620EF337C26C89750EF163B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.191.119.18
ReturnHeader/FilingSecurityInformation/IPDt02019-07-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:57:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391248105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON HAGER & MOE SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 986
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAYWARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054843
ReturnHeader/PreparerPersonGrp/PhoneNum07156342653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BECKMAN CPA
ReturnHeader/ReturnTs02019-08-12T08:35:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,943,937
Liabilities
$55,476
Net assets
$2,888,461
Revenue
$30,329
Expenses
$68,911
Net income
-$38,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$0.99$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.10$0.98$0.06$1.75$1.69
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.14$2.67$0.02$0.14$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.07$2.79$0.03$0.07$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.01$2.83$0.03$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.04$2.89$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.94$0.06$2.89$0.03$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.08$2.93$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.01$2.95$0.06$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.05$3.02$0.01$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.07$3.06$3.13$0.07$3.06