Robert H Torstenson Family Foundation

990PF • Fiscal year 2015 • EIN 61-1418226

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 18, 2016

Organization Profile

Jan H Ohlander 2902 Mcfarland RoadRockford, IL 61107

(815) 987-4050

Siviq Scores

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

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

37%

Higher net margin than 86% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

2.9%

Faster asset growth than 60% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

114%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets36th percentile

Assets

Flat

$833,834

Flat from 2015

Net Assets

$833,834

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2015

Revenue And Expenses

Liabilities / Revenue36th percentile Net Margin86th percentile

Revenue

Flat

$63,929

Flat from 2015

Expenses

Flat

$40,530

Flat from 2015

Net Income

Flat

$23,399

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

Highlighted filing

2015

Assets$833,834

Liabilities$0

Net Assets$833,834

Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2015

Revenue$63,929

Expenses$40,530

Net Income$23,399

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2014 to Sep 30, 2015
Signed: Jan 18, 2016
Return Version: 2014v6.0

Compensation and Service Providers

Top Officer Pay53rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LESLIE M TORSTENSON	President, Director	-	$0	-	-
ERIC C TORSTENSON	Vice President, Director	-	$0	-	-
BROOKE J TORSTENSON	Vice President, Director	-	$0	-	-
JAN H OHLANDER	Secretary, Director	-	$0	-	-
BETSY MATHISON	Treasurer, Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Robert H Torstenson Family Foundation
EIN: 61-1418226
Phone: 8159874050
Address: JAN H OHLANDER 2902 MCFARLAND ROAD, ROCKFORD, IL 61107

Signing Officer

Name: Jan H Ohlander
Title: President
Phone: 8159874050
Signed: 2016-01-18
Discuss with paid preparer: Yes

Preparer

Firm: Wipfli Llp
Address: PO BOX 5407, ROCKFORD, IL 61125-0407
Preparer: Michael D Smith
Phone: 8153997700

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ERIC C TORSTENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	BROOKE J TORSTENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	JAN H OHLANDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	BETSY MATHISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	VICE PRESIDENT, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	SECRETARY, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	TREASURER, DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	JAN H OHLANDER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	2902 MCFARLAND ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ROCKFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	61107
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8159874050
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	TO PROVIDE FUNDING FOR SPECIFIC CHARITABLE, EDUCATIONAL, RELIGIOUS, OR SCIENTIFIC CHARITIES AS PROVIDED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	30000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	INVEST IN BUILDING A STRONG COMMUNITY THROUGH COMMUNITY EVENTS, VOLUNTEERISM, GOVERNMENTAL PARTICIPATION, AND COMMUNITY SERVICE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	TOWER LAKES COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3) CORPORATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 6061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WAUCONDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	60084
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	30000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	31500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	44426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	9337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	8003
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1334
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	9337
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	31500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	9337
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	3589
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	IL CHARITY BUREAU FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6488
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	6488
TaxesSchedule/TaxesDetail/Amt	0	217
TaxesSchedule/TaxesDetail/Amt	1	800
TaxesSchedule/TaxesDetail/CategoryTxt	0	2013 FEDREAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	2014 FEDERAL ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAN H OHLANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8159874050
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERT H TORSTENSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ROBE
ReturnHeader/Filer/EIN	0	611418226
ReturnHeader/Filer/PhoneNum	0	8159874050
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	JAN H OHLANDER 2902 MCFARLAND ROAD
ReturnHeader/Filer/USAddress/CityNm	0	ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	61107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 5407
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	ROCKFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	611250407
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8153997700
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL D SMITH
ReturnHeader/ReturnTs	0	2016-02-01T17:32:20-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-10-01
ReturnHeader/TaxPeriodEndDt	0	2015-09-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $833,834
Liabilities: $0
Net assets: $833,834
Revenue: $63,929
Expenses: $40,530
Net income: $23,399

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.06	$0.06	$0.00
2023Summary only. Only limited summary data is available for this year.	$0.98	$0.00		$0.04	$0.07	$0.02
2022Summary only. Only limited summary data is available for this year.	$1.00	$0.00		$0.19	$0.07	$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.87	$0.00	$0.87	$0.06	$0.06	$0.00
2020Summary only. Only limited summary data is available for this year.	$0.87	$0.00		$0.12	$0.06	$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.81	$0.00	$0.81	$0.06	$0.04	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$0.80	$0.00	$0.80	$0.06	$0.04	$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.83	$0.00	$0.83	$0.01	$0.01	$0.00
2015Detailed filing. Detailed filing data is available for this year.	$0.83	$0.00	$0.83	$0.06	$0.04	$0.02
2015Summary only. Only limited summary data is available for this year.	$0.83	$0.00		$0.06	$0.04	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$0.81	$0.00	$0.81	$0.03	$0.04	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$0.82	$0.00	$0.82		$0.03
2012Detailed filing. Detailed filing data is available for this year.	$0.83	$0.00	$0.83		$0.04
2011Summary only. Only limited summary data is available for this year.	$0.86	$0.00		$0.05	$0.06	$0.00