Civic Intelligence

Rita Tranberg Foundation Inc

EIN 83-1048212 • 501(c)3 • Blair, WI

Profile

Provide assist. To local residents

W18396 Peterson Coulee RdBlair, WI 54616

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

54th percentile

3.8%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

6.6%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$69,928

Up $2,365 (+3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$69,928

Up $2,365 (+3.5%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin54th percentile

Revenue

Up

$113,474

Up $3,726 (+3.4%) from 2023

Expenses

Up

$111,109

Up $5,538 (+5.2%) from 2023

Net Income

Down

$2,365

Down $1,812 (-43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2016: $15,047Liabilities 2016: $02016Assets 2017: $17,309Liabilities 2017: $2,5002017Assets 2018: $28,263Liabilities 2018: $02018Assets 2019: $34,703Liabilities 2019: $0Net Assets 2019: $34,7032019Assets 2020: $34,272Liabilities 2020: $0Net Assets 2020: $34,2722020Assets 2021: $57,924Liabilities 2021: $0Net Assets 2021: $57,9242021Assets 2022: $63,386Liabilities 2022: $0Net Assets 2022: $63,3862022Assets 2023: $67,563Liabilities 2023: $0Net Assets 2023: $67,5632023Assets 2024: $69,928Liabilities 2024: $0Net Assets 2024: $69,9282024

Highlighted filing

2024

Assets$69,928
Liabilities$0
Net Assets$69,928
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $67,882Expenses 2016: $52,835Net Income 2016: $15,0472016Revenue 2017: $75,734Expenses 2017: $75,972Net Income 2017: -$2382017Revenue 2018: $87,005Expenses 2018: $76,051Net Income 2018: $10,9542018Revenue 2019: $91,514Expenses 2019: $66,603Net Income 2019: $24,9112019Revenue 2020: $50,352Expenses 2020: $50,783Net Income 2020: -$4312020Revenue 2021: $98,328Expenses 2021: $74,676Net Income 2021: $23,6522021Revenue 2022: $97,714Expenses 2022: $92,252Net Income 2022: $5,4622022Revenue 2023: $109,748Expenses 2023: $105,571Net Income 2023: $4,1772023Revenue 2024: $113,474Expenses 2024: $111,109Net Income 2024: $2,3652024

Highlighted filing

2024

Revenue$113,474
Expenses$111,109
Net Income$2,365
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,928
Liabilities
$0
Net assets
$69,928
Revenue
$113,474
Expenses
$111,109
Net income
$2,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.13$1.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.10$1.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.98$0.92$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.98$0.75$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.50$0.51$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.92$0.67$0.25
2018Summary only. Only limited summary data is available for this year.$0.28$0.00$0.87$0.76$0.11
2017Summary only. Only limited summary data is available for this year.$0.17$0.03$0.76$0.76$0.00
2016Summary only. Only limited summary data is available for this year.$0.15$0.00$0.68$0.53$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$113,474
Mission and Program Overview

Mission

Provide assistance to area residents experiencing hardships due to medical or other situations in the form of grants, scholarships, and purchases of specialized equipment.

Provide assist. To local residents

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO AREA RESIDENTS EXPERIENCING HARDSHIPS DUE TO MEDICAL OR OTHER SITUATIONS IN THE FORM OF GRANTS, SCHOLARSHIPS, AND PURCHASES OR SPECIALIZED EQUIPMENT.-$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE WHEELERPresident-$0--
SHELIA SIMMONSTreasurer-$0--
MARIE NYENDirector-$0--
JENNIFER TJOFLATDirecotr-$0--
CINDY TJOFLATVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Memorial$86,729$86,729-$86,729
Total Events$86,729$86,729$7,785$78,944
Filing and Contact Details

Filer

Filer Name
Rita Tranberg Foundation Inc
EIN
83-1048212
In Care Of
% SHEILA SIMMONS
Phone
6087971342
Address
W18396 PETERSON COULEE RD, BLAIR, WI 54616

Signing Officer

Name
Sheila Simmons
Title
Officer
Phone
6087971342
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Donatell & Company LLC
Address
PO BOX 678, WHITEHALL, WI 54773
Preparer
Alex Nysven CPA
Phone
7155382631
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity charitable donations relationship none amount 95,316”

Description of other expenses Part I line 16

“Description amountadvertising 1,644operating expenses 8,782license and fees 168food and beverage 2,598rentals 2,601”

Raw XML Appendix176 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06087971342
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W18396 PETERSON COULEE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLAIR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067563
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026745
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02365
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067563
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069928
IRS990EZ/FundraisingGrossIncomeAmt086729
IRS990EZ/GrantsAndSimilarAmountsPaidAmt095316
IRS990EZ/GrossReceiptsAmt0113474
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067563
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069928
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067563
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JULIE WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHELIA SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIE NYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER TJOFLAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CINDY TJOFLAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECOTR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015793
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ASSIST. TO LOCAL RESIDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE TO AREA RESIDENTS EXPERIENCING HARDSHIPS DUE TO MEDICAL OR OTHER SITUATIONS IN THE FORM OF GRANTS, SCHOLARSHIPS, AND PURCHASES OR SPECIALIZED EQUIPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt086729
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111109
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0113474
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136710
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt086729
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt089188
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt082121
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt074868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0332906
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0469616
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0113474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0109748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt097714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098328
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IRS990ScheduleA/Total509Grp/TotalAmt0469616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113474
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050352
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0469616
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07785
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MEMORIAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02598
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02598
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt086729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086729
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt078944
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05187
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05187
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CHARITABLE DONATIONS RELATIONSHIP NONE AMOUNT 95,316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING 1,644OPERATING EXPENSES 8,782LICENSE AND FEES 168FOOD AND BEVERAGE 2,598RENTALS 2,601
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06087971342
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RITA TRANBERG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RITA
ReturnHeader/Filer/EIN0831048212
ReturnHeader/Filer/InCareOfNm0% SHEILA SIMMONS
ReturnHeader/Filer/PhoneNum06087971342
ReturnHeader/Filer/USAddress/AddressLine1Txt0W18396 PETERSON COULEE RD
ReturnHeader/Filer/USAddress/CityNm0BLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054616
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464118606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONATELL & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 678
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITEHALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054773
ReturnHeader/PreparerPersonGrp/PhoneNum07155382631
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEX NYSVEN CPA
ReturnHeader/ReturnTs02025-05-12T17:05:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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