Civic Intelligence

The Albert and Ernest Frederickson Charitable Foundation

EIN 20-0349489 • Blair, WI

C/O Carl Axness Trustee PO Box 43Blair, WI 54616
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$5,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

7.9%

Faster asset growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

45%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,005,508

Up $137,038 (+7.3%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin93rd percentile

Revenue

Up

$157,354

Up $79,505 (+102%) from 2022

Expenses

Down

$20,316

Down $76,666 (-79%) from 2022

Net Income

Up

$137,038

Up $156,171 (+816%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $3,825Liabilities 2011: $02011Assets 2012: $3,646Liabilities 2012: $02012Assets 2013: $3,710Liabilities 2013: $0Net Assets 2013: $3,7102013Assets 2014: $6,689Liabilities 2014: $02014Assets 2015: $1,751,037Liabilities 2015: $02015Assets 2019: $1,994,416Liabilities 2019: $02019Assets 2020: $2,066,113Liabilities 2020: $0Net Assets 2020: $2,066,1132020Assets 2021: $2,197,956Liabilities 2021: $0Net Assets 2021: $2,197,9562021Assets 2022: $1,868,470Liabilities 2022: $12022Assets 2023: $2,005,508Liabilities 2023: $12023

Highlighted filing

2023

Assets$2,005,508
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $3,286Expenses 2011: $3,165Net Income 2011: $1212011Revenue 2012: $2,986Expenses 2012: $3,165Net Income 2012: -$1792012Revenue 2013: $3,239Expenses 2013: $3,175Net Income 2013: $642013Revenue 2014: $5,979Expenses 2014: $3,000Net Income 2014: $2,9792014Revenue 2015: $1,831,197Expenses 2015: $20,934Net Income 2015: $1,810,2632015Revenue 2019: $106,179Expenses 2019: $87,800Net Income 2019: $18,3792019Revenue 2020: $90,056Expenses 2020: $99,386Net Income 2020: -$9,3302020Revenue 2021: $208,580Expenses 2021: $93,828Net Income 2021: $114,7522021Revenue 2022: $77,849Expenses 2022: $96,982Net Income 2022: -$19,1332022Revenue 2023: $157,354Expenses 2023: $20,316Net Income 2023: $137,0382023

Highlighted filing

2023

Revenue$157,354
Expenses$20,316
Net Income$137,038
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,005,508
Liabilities
$1
Net assets
-
Revenue
$157,354
Expenses
$20,316
Net income
$137,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.01$0.00$0.16$0.02$0.14
2022Summary only. Only limited summary data is available for this year.$1.87$0.00$0.08$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.21$0.09$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.09$0.10$0.01
2019Summary only. Only limited summary data is available for this year.$1.99$0.00$0.11$0.09$0.02
2015Summary only. Only limited summary data is available for this year.$1.75$0.00$1.83$0.02$1.81
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL AXNESSTrustee-$4,500-$4,500
TRAVIS ARMITAGETrustee-$500-$500
JEFF AXNESSTrustee-$500-$500
LUCY AXNESSTrustee-$500-$500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBLAIR TAYLOR SCHOOL DISTRICTSCHOLARSHIPSPCBLAIR, WI, US$76,750
Filing and Contact Details

Filer

Filer Name
The Albert and Ernest Frederickson
EIN
20-0349489
Phone
6089892277
Address
C/O CARL AXNESS TRUSTEE PO BOX 43, BLAIR, WI 54616

Signing Officer

Name
Carl Axness
Title
Trustee
Phone
6089892471
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Kostner Koslo & Brovold LLC
Address
108 W MAIN ST, ARCADIA, WI 54612
Preparer
January Schaffner
Phone
6083233351
Raw XML Appendix329 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3LT ANCHOR SUMMARY STIFEL & NICOLAUS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4LT CROSSMARK SUMMARY STIFEL & NICOLA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5ST CONFLUENCE SUMMARY STIFEL & NICOL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd154616
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd254601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd354616
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt076750
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0254250
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt047500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt076750
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0254250
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt065000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt047500
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt076750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt076750
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt076750
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CARL AXNESS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0815 OLSON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLAIR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054616
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06089892277
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0BLAIR TAYLOR SCHOOL DISTRICT SCHOLARSHIPS FOR THE CHILDREN IN THE BLAIR TAYLOR SCHOOL DISTRICT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt076750
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt076750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLAIR TAYLOR SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N31024 ELLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054616
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt076750
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076750
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0800
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0800
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STIFEL- CROSSMARK OTHER INVES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1STIFEL - REINHARDT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0750
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1240
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0750
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1240
OtherIncreasesSchedule/OtherIncreasesDetail/Amt081027
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN FMV OF ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt015836
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015836
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015836
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL AXNESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06089892471
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALBERT AND ERNEST FREDERICKSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0200349489
ReturnHeader/Filer/PhoneNum06089892277
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O CARL AXNESS TRUSTEE PO BOX 43
ReturnHeader/Filer/USAddress/CityNm0BLAIR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201290320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSTNER KOSLO & BROVOLD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054612
ReturnHeader/PreparerPersonGrp/PhoneNum06083233351
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANUARY SCHAFFNER
ReturnHeader/ReturnTs02021-05-06T11:06:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AXNESS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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