Civic Intelligence

Rita Tranberg Foundation Inc.

990EZ • Fiscal year 2021 • EIN 83-1048212

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

Organization ProfileN/A
W18396 Peterson Coulee RdBlair, WI 54616

(715) 797-2170

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

69th percentile

24%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

85th percentile

69%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

95%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$57,924

Up $23,652 (+69%) from 2020

Net Assets

Up

$57,924

Up $23,652 (+69%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Up

$98,328

Up $47,976 (+95%) from 2020

Expenses

Up

$74,676

Up $23,893 (+47%) from 2020

Net Income

Up

$23,652

Up $24,083 (+5588%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2021

Assets$57,924
Liabilities$0
Net Assets$57,924
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$98,328
Expenses$74,676
Net Income$23,652
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.2
Gross Receipts
$98,328
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.$58,500-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY KELLYPresident-$0--
JULIE WHEELERVice President-$0--
SHELIA SIMMONSTreasurer-$0--
MARIE NYENDirector-$0--
SUSAN NYENDirecotr-$0--
Filing and Contact Details

Filer

Filer Name
Rita Tranberg Foundation Inc
EIN
83-1048212
Address
W18396 PETERSON COULEE RD, BLAIR, WI 54616

Signing Officer

Name
Sheila Simmons
Title
Officer
Phone
7157972170
Signed
2022-04-21
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity charitable donations relationship none amount 58,500”

Description of other expenses Part I line 16

“Description amountadvertising 709operating expenses 7,660license and fees 732food and beverage 4,915prizes and gifts 1,760”

Raw XML Appendix158 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/PersonNm0SHELIA SIMMONS
IRS990EZ/BooksInCareOfDetail/PhoneNum07157972170
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W18396 PETERSON COULEE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLAIR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054616
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034272
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt098328
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023652
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034272
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057924
IRS990EZ/GrantsAndSimilarAmountsPaidAmt058500
IRS990EZ/GrossReceiptsAmt098328
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034272
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034272
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/PersonNm0SHERRY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHELIA SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARIE NYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUSAN NYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECOTR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015776
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/GrantsAndAllocationsAmt058500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074676
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt098328
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050352
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021246
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012038
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0123050
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt074868
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt089810
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt076582
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt073354
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0314614
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0437664
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt097828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085392
IRS990ScheduleA/Total509Grp/TotalAmt0437664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0105764
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085392
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0437664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CHARITABLE DONATIONS RELATIONSHIP NONE AMOUNT 58,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING 709OPERATING EXPENSES 7,660LICENSE AND FEES 732FOOD AND BEVERAGE 4,915PRIZES AND GIFTS 1,760
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07157972170
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RITA TRANBERG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RITA
ReturnHeader/Filer/EIN0831048212
ReturnHeader/Filer/USAddress/AddressLine1Txt0W18396 PETERSON COULEE RD
ReturnHeader/Filer/USAddress/CityNm0BLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054616
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/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DONATELL CPA
ReturnHeader/ReturnTs02022-05-09T10:44:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHEILA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMMONS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,924
Liabilities
$0
Net assets
$57,924
Revenue
$98,328
Expenses
$74,676
Net income
$23,652
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