Civic Intelligence

Earl O Vits Memorial Trust C/O Corporate Guardians Inc Trustee

990 • Fiscal year 2020 • EIN 93-0775732

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 26, 2021

PO Box 12800Green Bay, WI 54307-2800

(920) 683-2428

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$4,319

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

41st percentile

2.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-13%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$516,958

Up $12,385 (+2.5%) from 2019

Net Assets

Up

$516,958

Up $12,385 (+2.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$96,041

Down $14,658 (-13%) from 2019

Expenses

Down

$83,809

Down $49,810 (-37%) from 2019

Net Income

Up

$12,232

Up $35,152 (+153%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $474,053Liabilities 2011: $0Net Assets 2011: $474,0532011Assets 2012: $468,033Liabilities 2012: $0Net Assets 2012: $468,0332012Assets 2013: $477,248Liabilities 2013: $0Net Assets 2013: $477,2482013Assets 2014: $582,269Liabilities 2014: $0Net Assets 2014: $582,2692014Assets 2015: $598,878Liabilities 2015: $0Net Assets 2015: $598,8782015Assets 2016: $508,131Liabilities 2016: $0Net Assets 2016: $508,1312016Assets 2017: $570,609Liabilities 2017: $0Net Assets 2017: $570,6092017Assets 2018: $527,484Liabilities 2018: $0Net Assets 2018: $527,4842018Assets 2019: $504,573Liabilities 2019: $0Net Assets 2019: $504,5732019Assets 2020: $516,958Liabilities 2020: $0Net Assets 2020: $516,9582020Assets 2021: $606,037Liabilities 2021: $0Net Assets 2021: $606,0372021Assets 2022: $565,621Liabilities 2022: $0Net Assets 2022: $565,6212022Assets 2023: $701,489Liabilities 2023: $0Net Assets 2023: $701,4892023Assets 2024: $754,599Liabilities 2024: $0Net Assets 2024: $754,5992024

Highlighted filing

2020

Assets$516,958
Liabilities$0
Net Assets$516,958

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $70,794Expenses 2011: $71,190Net Income 2011: -$3962011Revenue 2012: $60,699Expenses 2012: $66,738Net Income 2012: -$6,0392012Revenue 2013: $78,318Expenses 2013: $69,336Net Income 2013: $8,9822013Revenue 2014: $203,667Expenses 2014: $98,676Net Income 2014: $104,9912014Revenue 2015: $231,869Expenses 2015: $113,447Net Income 2015: $118,4222015Revenue 2016: $87,718Expenses 2016: $132,421Net Income 2016: -$44,7032016Revenue 2017: $98,397Expenses 2017: $93,933Net Income 2017: $4,4642017Revenue 2018: $92,432Expenses 2018: $157,373Net Income 2018: -$64,9412018Revenue 2019: $110,699Expenses 2019: $133,619Net Income 2019: -$22,9202019Revenue 2020: $96,041Expenses 2020: $83,809Net Income 2020: $12,2322020Revenue 2021: $262,424Expenses 2021: $173,324Net Income 2021: $89,1002021Revenue 2022: $161,647Expenses 2022: $201,775Net Income 2022: -$40,1282022Revenue 2023: $353,493Expenses 2023: $129,074Net Income 2023: $224,4192023Revenue 2024: $190,422Expenses 2024: $155,740Net Income 2024: $34,6822024

Highlighted filing

2020

Revenue$96,041
Expenses$83,809
Net Income$12,232
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 26, 2021
Return Version
2020v4.0
Gross Receipts
$101,249
Mission and Program Overview

Mission

Provide camping opportunities in conjunction with nature programs for various youth and adult groups.

Provide camping opportunities in conjunction with nature programs for various youth and adult groups

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$504,573$516,958▲ $12,385
Rtn Earn Endowment Incm Other Fnds$504,573$516,958▲ $12,385
Total Assets$504,573$516,958▲ $12,385
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$504,573$516,958▲ $12,385
Total Liabilities and Net Assets / Fund Balance$504,573$516,958▲ $12,385
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Director$4,319$4,319

Board Members and Trustees

NameTitle
Georgia KohlweyAdvisor
Ken FrickeAdvisor
Ken RiestererAdvisor
Revenue and Support

Revenue Composition

Contributions and Grants
$18,757
Program Service Revenue
$64,456
Investment Income
$12,828
Other Revenue
$0
All Other Contributions
$13,027
Change in Net Assets
$12,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,113
Salaries, Compensation, and Employee Benefits$23,696
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$47,668--$47,668
Other Salaries and Wages$16,565--$16,565
Insurance$11,380--$11,380
Current Officers, Directors, Trustees, and Key Employees-$4,319-$4,319
Payroll Taxes$2,812--$2,812
Fees for Services Accounting-$1,065-$1,065
Total Functional Expenses$78,425$5,384$0$83,809
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
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, Page 6, Part VI, Line 11-description of Process for Review

Advisors do not review the 990 prepared by the director

FORM 990, PAGE 6, PART VI, LINE 15B

Camp ranger - compensation reviewed by remaining advisors to the trust

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are made available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Earl O Vits Memorial Trust
EIN
93-0775732
Phone
9206832428
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Katherine M Rondeau
Title
Trustee
Phone
9206832428
Signed
2021-03-26
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
2
Volunteers
150

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Sandra Murphy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

BASIS ADJ: $153.00

Raw XML Appendix302 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
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ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDRA MURPHY
ReturnHeader/ReturnTs02021-04-19T17:00:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$1.90$1.56$0.35
2023Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$3.53$1.29$2.24
2022Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$1.62$2.02$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$2.62$1.73$0.89
2020Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.96$0.84$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$1.11$1.34$0.23
2018Summary only. Only limited summary data is available for this year.$5.27$0.00$5.27$0.92$1.57$0.65
2017Summary only. Only limited summary data is available for this year.$5.71$0.00$5.71$0.98$0.94$0.04
2016Summary only. Only limited summary data is available for this year.$5.08$0.00$5.08$0.88$1.32$0.45
2015Summary only. Only limited summary data is available for this year.$5.99$0.00$5.99$2.32$1.13$1.18
2014Summary only. Only limited summary data is available for this year.$5.82$0.00$5.82$2.04$0.99$1.05
2013Summary only. Only limited summary data is available for this year.$4.77$0.00$4.77$0.78$0.69$0.09
2012Summary only. Only limited summary data is available for this year.$4.68$0.00$4.68$0.61$0.67$0.06
2011Summary only. Only limited summary data is available for this year.$4.74$0.00$4.74$0.71$0.71$0.00