Civic Intelligence

Jerry Longridge Charitable Tr

990 • Fiscal year 2023 • EIN 86-6444293

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 26, 2024

Organization ProfileN/A
1581 Ameriprise Financial CtrMinneapolis, MN 55474

(612) 678-1105

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.27x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets34th percentile

Assets

$3,960,552

No earlier filing loaded for comparison.

Net Assets

$3,903,031

No earlier filing loaded for comparison.

Liabilities

$57,521

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin100th percentile

Revenue

$215,897

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$215,897

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.

$6.0M$4.0M$2.0M$0Assets 2023: $3,960,552Liabilities 2023: $57,521Net Assets 2023: $3,903,0312023Assets 2024: $4,230,270Liabilities 2024: $124,243Net Assets 2024: $4,106,0272024

Highlighted filing

2023

Assets$3,960,552
Liabilities$57,521
Net Assets$3,903,031
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2023: $215,897Expenses 2023: $0Net Income 2023: $215,8972023Revenue 2024: $266,000Expenses 2024: $63,004Net Income 2024: $202,9962024

Highlighted filing

2023

Revenue$215,897
Expenses$0
Net Income$215,897
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$249,899
Mission and Program Overview

Mission

The organization was funded by the jerry longridge estate and exists to benefit the university of wisconsin-eau claire foundation inc, a wisconsin non-stock corporation. All net income of the organization is to be used to fund scholarships for students attending the university of wisconsin-eau claire majoring in either the nursing program or in the biology department.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,740,971$3,903,031▲ $162,060
Investments in Publicly Traded Securities$2,706,166$2,067,169▼ $638,997
Savings and Temporary Cash Investments$292,985$213,546▼ $79,439
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,740,971$3,960,552▲ $219,581
Other Assets Total$741,820$1,679,837▲ $938,017
Liabilities
Deferred Revenue-$57,521-
Total Liabilities$0$57,521▲ $57,521
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,740,971$3,903,031▲ $162,060
Total Liabilities and Net Assets / Fund Balance$3,740,971$3,960,552▲ $219,581

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$84,440--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Margaret BrownAttorney
Brent KimbelFinancial Adv
James LedbetterInvestment Ofcr
Apple JohannsenTrust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,904
Program Service Revenue
$0
Investment Income
$74,993
Other Revenue
$0
All Other Contributions
$140,904
Change in Net Assets
$215,897
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Jerry Longridge Charitable Tr
EIN
86-6444293
Phone
6126781105
Address
1581 AMERIPRISE FINANCIAL CTR, MINNEAPOLIS, MN 55474

Signing Officer

Name
Melania Lagana
Title
Trust Officer
Signed
2024-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melania Lagana
Formed
2021
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Swecker Moloney & Moir
Address
2451 S Buffalo Dr Ste 105, Las Vegas, NV 89117
Preparer
Craig R Moir
Phone
7028779351
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prior year adjustments = -$53837”

Raw XML Appendix318 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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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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ReturnHeader/PreparerPersonGrp/PhoneNum07028779351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG R MOIR
ReturnHeader/ReturnTs02024-11-26T10:19:29-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,960,552
Liabilities
$57,521
Net assets
$3,903,031
Revenue
$215,897
Expenses
$0
Net income
$215,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.12$4.11$0.27$0.06$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.06$3.90$0.22$0.00$0.22