Civic Intelligence

Bernadette M Otto Charitable Foundation Ua Dtd 8-28-2001

990PF • Fiscal year 2018 • EIN 82-6538323

Jan 01, 2018 to Dec 31, 2018 • Filed on May 17, 2019

Organization Profile
520 N Lawrence AvenueTomah, WI 54660

(608) 372-2264

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

57th percentile

$5,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

$847,121

No earlier filing loaded for comparison.

Net Assets

$847,121

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

$83,421

No earlier filing loaded for comparison.

Expenses

$30,347

No earlier filing loaded for comparison.

Net Income

$53,074

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2018: $847,121Liabilities 2018: $0Net Assets 2018: $847,1212018Assets 2019: $904,808Liabilities 2019: $1Net Assets 2019: $904,8082019Assets 2020: $859,843Liabilities 2020: $1Net Assets 2020: $859,8432020Assets 2021: $796,176Liabilities 2021: $1Net Assets 2021: $796,1762021Assets 2022: $761,447Liabilities 2022: $1Net Assets 2022: $761,4472022Assets 2023: $698,510Liabilities 2023: $1Net Assets 2023: $698,5102023Assets 2024: $660,061Liabilities 2024: $0Net Assets 2024: $660,0612024

Highlighted filing

2018

Assets$847,121
Liabilities$0
Net Assets$847,121
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2018: $83,421Expenses 2018: $30,347Net Income 2018: $53,0742018Revenue 2019: $113,726Expenses 2019: $56,039Net Income 2019: $57,6872019Revenue 2020: $25,536Expenses 2020: $70,501Net Income 2020: -$44,9652020Revenue 2021: $9,450Expenses 2021: $73,117Net Income 2021: -$63,6672021Revenue 2022: $36,088Expenses 2022: $70,817Net Income 2022: -$34,7292022Revenue 2023: $3,022Expenses 2023: $65,959Net Income 2023: -$62,9372023Revenue 2024: $28,498Expenses 2024: $66,947Net Income 2024: -$38,4492024

Highlighted filing

2018

Revenue$83,421
Expenses$30,347
Net Income$53,074
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 17, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES M SCHAEVETrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Bernadette M Otto Charitable Foundation
EIN
82-6538323
Phone
6083722264
Address
520 N LAWRENCE AVENUE, TOMAH, WI 54660

Signing Officer

Name
Charles M Schaeve
Title
Trustee
Phone
6083434464
Signed
2019-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
425 JULIE STREET PO BOX 547, TOMAH, WI 54656
Preparer
Terrie Gaarder CPA
Phone
6083722177
Raw XML Appendix336 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/GrantOrContributionPurposeTxt1BUILDING REPAIRS AND MAINTENANCE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
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/AppliedToCurrentYearAmt03444
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010066
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013510
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038771
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010066
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0BERNADETTE M OTTO 2001 REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0520 N LAWRENCE AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TOMAH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd054660
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt055287
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01400
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02801
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01401
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSE AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08261
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08261
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1600
TaxesSchedule/TaxesDetail/Amt0248
TaxesSchedule/TaxesDetail/Amt1217
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1IRS PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0248
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES M SCHAEVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06083434464
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNADETTE M OTTO CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0826538323
ReturnHeader/Filer/PhoneNum06083722264
ReturnHeader/Filer/USAddress/AddressLine1Txt0520 N LAWRENCE AVENUE
ReturnHeader/Filer/USAddress/CityNm0TOMAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054660
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050869334775062C3A866DD471B6E47E09A804993
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-05-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:55:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746479
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 JULIE STREET PO BOX 547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOMAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054656
ReturnHeader/PreparerPersonGrp/PhoneNum06083722177
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRIE GAARDER CPA
ReturnHeader/ReturnTs02019-05-17T15:43:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$847,121
Liabilities
$0
Net assets
$847,121
Revenue
$83,421
Expenses
$30,347
Net income
$53,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.28$0.67$0.38
2023Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.03$0.66$0.63
2022Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.36$0.71$0.35
2021Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.09$0.73$0.64
2020Detailed filing. Detailed filing data is available for this year.$8.60$0.00$8.60$0.26$0.71$0.45
2019Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$1.14$0.56$0.58
2018Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.83$0.30$0.53