Civic Intelligence

Ashland Ore Dock Charitable Trust

990 • Fiscal year 2019 • EIN 46-7517448

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 11, 2020

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.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.97x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-6.9%

Higher net margin than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.5%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

53%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,930,082

Down $13,855 (-0.5%) from 2018

Net Assets

Down

$2,885,277

Down $3,184 (-0.1%) from 2018

Liabilities

Down

$44,805

Down $10,671 (-19%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin24th percentile

Revenue

Up

$46,275

Up $15,946 (+53%) from 2018

Expenses

Down

$49,459

Down $19,452 (-28%) from 2018

Net Income

Up

-$3,184

Up $35,398 (+92%) from 2018

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

2019

Assets$2,930,082
Liabilities$44,805
Net Assets$2,885,277
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$46,275
Expenses$49,459
Net Income-$3,184
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$46,275
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$1,660,313$1,634,718▼ $25,595
Savings and Temporary Cash Investments$1,279,430$1,291,122▲ $11,692
Accounts Receivable$2,683$2,683→ $0
Total Assets$2,943,937$2,930,082▼ $13,855
Other Assets Total$1,511$1,559▲ $48
Liabilities
Accounts Payable and Accrued Expenses$55,476$44,805▼ $10,671
Total Liabilities$55,476$44,805▼ $10,671
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,888,461$2,885,277▼ $3,184
Total Net Assets Fund Balance$2,888,461$2,885,277▼ $3,184
Total Liabilities and Net Assets / Fund Balance$2,943,937$2,930,082▼ $13,855
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,138
Program Service Revenue
$0
Investment Income
$45,137
Other Revenue
$0
All Other Contributions
$1,138
Change in Net Assets
$-3,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,275
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$46,275
Total Revenue per Form 990
$46,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,459
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-$3,850-$3,850
Insurance-$750-$750
Other Expenses$44,805$54-$54
Total Functional Expenses$44,805$4,654$0$49,459

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$49,459
Total Expenses per Audited Statements$49,459
Total Expenses per Form 990$49,459
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
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, 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
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Beirl
Formed
2014
Legal Domicile
Wi
Voting Board Members
9
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/TotalNetAssetsFundBalanceGrp/EOYAmt02885277
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt044805
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045137
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046275
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02943937
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02930082
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0321 MAIN ST W
IRS990/USAddress/CityNm0ASHLAND
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054806
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BEIRL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD OF TRUSTEES CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07156827190
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
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/AtSubmissionCreationDeviceId06984EA7E6763DA5861BC0865DEB72213CFC74ED0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06984EA7E6763DA5861BC0865DEB72213CFC74ED0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.191.119.18
ReturnHeader/FilingSecurityInformation/IPDt02020-08-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:40:57
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/ReturnTs02020-08-20T13:51:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,930,082
Liabilities
$44,805
Net assets
$2,885,277
Revenue
$46,275
Expenses
$49,459
Net income
-$3,184
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