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Conserve School Trust Ea0296803 FY2020 filing

Land Olakes, WIUnknown exempt organization EIN 36-7151617Revenue $6.0M in FY2020

On file with the IRS5400 N Black Oak Lake Road · Land Olakes, WI

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76¢ of each $1 spent went to programs.
Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $3.2M a year · 106% of revenue · last 2 filings
Concern: a surplus in 0 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Plus $144.5M in investments, Pt X · Ln 11–13
Looks good: 9.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 9 voting members
Concern: none of 9 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.0M
Spent
$9.6M
To programs
76%
Net assets
$153.4M
By yearFY2020–FY2021
Revenue
$6.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.0M
FY2021$157K
Expenses
$9.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$9.6M
FY2021$3.0M
Net assets
$153.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$153.4M
FY2021$0

From the FY2020 Form 990 (year ending June 2020) · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2021) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $7.3M Management & general 24% · $2.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
John N Buxton
Managing Trustee and Co-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Conserve School Trust Ea0296803 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Conserve School Trust Ea0296803 is a nonprofit organization based in Land Olakes, WI.

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Provided by the organization

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1 program · $7.3M · in their own filed words · FY2019
01

The sole program service adminstered by the trust is providing funding to assist in the operation of the conserve school corporation in land o'lakes, wisconsin.

$7.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $10.1M · 2019–2020
Conserve School CorporationWI · FY2020$2,800,000
Conserve School CorporationWI · FY2019$7,269,000

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$6.0M
Ln 12
Investment incomeLn 3$6.0M
Money outPt IX
$9.6M
Ln 25
Programscol B$7.3M
Managementcol C$2.3M
Owns and owesPt X
$153.4M
net assets · Ln 32
Cash and savingsLn 1–2$7.8M
Total assetsLn 16$153.4M
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$6.0M
Gains on assetsLn 7$994K
Total revenueLn 12$6.0M
Assets in detailPt X, end of year
CashLn 1$7.8M
Cash and savings togetherLn 1–2$7.8M
InvestmentsLn 11–13$144.5M
Land, buildings, equipmentLn 10c$1.0M
Total assetsLn 16$153.4M
LiabilitiesLn 26$0
Net assetsLn 32$153.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$11.3M$7.8M
InvestmentsLn 11–13$145.1M$144.5M
Land, buildings, equipmentLn 10c$1.0M$1.0M
Total assetsLn 16$157.8M$153.4M
LiabilitiesLn 26$167K$0
Net assetsLn 32$157.7M$153.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$7.3M$7.3M
Legal feesLn 11b$296K$296K
Accounting feesLn 11c$19K$19K
Other fees for servicesLn 11g$452K$452K
Other expenses (24a–d)Ln 24$1.5M$1.5M
Total functional expensesLn 25$9.6M$7.3M$2.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest $157K$3.0M−$2.9M$0 990 PDF
FY2020 Viewing $6.0M$9.6M−$3.6M$153.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $5,951,262 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $13,411,088$5,951,262
I-11 Other revenue$0
I-12 Total revenuePrior year $13,411,088$5,951,262
I-13 Grants and similar amounts paidPrior year $4,480,000$7,269,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $392,613$2,309,040
I-18 Total expensesPrior year $4,872,613$9,578,040
I-19 Revenue less expensesPrior year $8,538,475−$3,626,778
Part VI · Governance 0 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $5,951,262 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $4,956,887$4,956,887
VIII-7 Net gain or loss on sales of assetsExcluded from tax $994,375$994,375
VIII-12 Total revenueExcluded from tax $5,951,262$5,951,262
Part IX · Statement of functional expenses $9,578,040 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $7,269,000$7,269,000
IX-11b Legal feesManagement $295,925$295,925
IX-11c Accounting feesManagement $19,098$19,098
IX-11g Other fees for servicesManagement $452,090$452,090
IX-24 Other expenses (24a–d)Management $1,541,927$1,541,927
IX-25 Total functional expensesPrograms $7,269,000 · Management $2,309,040 · Fundraising $0$9,578,040
Part X · Balance sheet $153,407,538 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $11,300,747$7,848,377
X-10c Land, buildings and equipment, netStart of year $1,041,158$1,041,158
X-11 Publicly traded securitiesStart of year $141,720,193$69,385,780
X-12 Other securitiesStart of year $3,391,259$75,132,223
X-16 Total assetsStart of year $157,832,328$153,407,538
X-26 Total liabilitiesStart of year $167,295$0
X-27 Net assets without donor restrictionsStart of year $157,665,033$153,407,538
X-32 Total net assets or fund balancesStart of year $157,665,033$153,407,538
X-33 Total liabilities and net assetsStart of year $157,832,328$153,407,538
Part XI · Reconciliation of net assets $153,407,538 net assets at year end
XI-1 Total revenue$5,951,262
XI-2 Total expenses$9,578,040
XI-3 Revenue less expenses−$3,626,778
XI-4 Net assets at start of year$157,665,033
XI-9 Other changes in net assets−$630,717
XI-10 Net assets at end of year$153,407,538

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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