Civic Intelligence

Kubly Family Foundation Inc

EIN 20-1346843 • Monroe, WI

1112 7th AvenueMonroe, WI 53566
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

69th percentile

7.9%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

131%

Faster revenue growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$380,203

Up $27,853 (+7.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$380,203

Up $27,853 (+7.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin85th percentile

Revenue

Up

$74,800

Up $42,371 (+131%) from 2023

Expenses

Up

$46,947

Up $3,314 (+7.6%) from 2023

Net Income

Up

$27,853

Up $39,057 (+349%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$600K$400K$200K$0Assets 2010: $267,787Liabilities 2010: $0Net Assets 2010: $267,7872010Assets 2011: $263,598Liabilities 2011: $0Net Assets 2011: $263,5982011Assets 2012: $258,761Liabilities 2012: $0Net Assets 2012: $258,7612012Assets 2013: $278,811Liabilities 2013: $0Net Assets 2013: $278,8112013Assets 2014: $281,252Liabilities 2014: $0Net Assets 2014: $281,2522014Assets 2015: $288,371Liabilities 2015: $0Net Assets 2015: $288,3712015Assets 2016: $363,019Liabilities 2016: $0Net Assets 2016: $363,0192016Assets 2017: $381,791Liabilities 2017: $0Net Assets 2017: $381,7912017Assets 2018: $432,001Liabilities 2018: $0Net Assets 2018: $432,0012018Assets 2019: $408,670Liabilities 2019: $0Net Assets 2019: $408,6702019Assets 2020: $378,290Liabilities 2020: $0Net Assets 2020: $378,2902020Assets 2021: $402,945Liabilities 2021: $0Net Assets 2021: $402,9452021Assets 2022: $363,554Liabilities 2022: $0Net Assets 2022: $363,5542022Assets 2023: $352,350Liabilities 2023: $0Net Assets 2023: $352,3502023Assets 2024: $380,203Liabilities 2024: $0Net Assets 2024: $380,2032024

Highlighted filing

2024

Assets$380,203
Liabilities$0
Net Assets$380,203
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $18,0882010Expenses 2011: $10,3182011Expenses 2012: $21,1932012Revenue 2013: $47,475Expenses 2013: $27,425Net Income 2013: $20,0502013Revenue 2014: $43,134Expenses 2014: $40,693Net Income 2014: $2,4412014Revenue 2015: $38,479Expenses 2015: $31,360Net Income 2015: $7,1192015Revenue 2016: $111,786Expenses 2016: $37,138Net Income 2016: $74,6482016Revenue 2017: $38,187Expenses 2017: $19,415Net Income 2017: $18,7722017Revenue 2018: $53,760Expenses 2018: $3,550Net Income 2018: $50,2102018Revenue 2019: $26,083Expenses 2019: $49,414Net Income 2019: -$23,3312019Revenue 2020: $3Expenses 2020: $30,383Net Income 2020: -$30,3802020Revenue 2021: $61,584Expenses 2021: $36,929Net Income 2021: $24,6552021Revenue 2022: $21,215Expenses 2022: $60,606Net Income 2022: -$39,3912022Revenue 2023: $32,429Expenses 2023: $43,633Net Income 2023: -$11,2042023Revenue 2024: $74,800Expenses 2024: $46,947Net Income 2024: $27,8532024

Highlighted filing

2024

Revenue$74,800
Expenses$46,947
Net Income$27,853
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,203
Liabilities
$0
Net assets
$380,203
Revenue
$74,800
Expenses
$46,947
Net income
$27,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.75$0.47$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.32$0.44$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.21$0.61$0.39
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.62$0.37$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.00$0.30$0.30
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.26$0.49$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.54$0.04$0.50
2017Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.38$0.19$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.12$0.37$0.75
2015Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.38$0.31$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.43$0.41$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.47$0.27$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.21
2011Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R Ryan KublyPresident-$0--
Kimberly MarkhamDirector-$0--
Bob SorgeDirector-$0--
David ReineckeDirector-$0--
Tracy MeierDirector-$0--
John BaumannDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kubly Family Foundation Inc
EIN
20-1346843
Phone
6083288400
Address
1112 7th Avenue, Monroe, WI 53566

Signing Officer

Name
R Ryan Kubly
Title
President
Signed
2025-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Reffue Pas Jacobson Roth & Koster LLP
Address
901 16th Ave, Monroe, WI 53566
Preparer
Daniel T JacobsonCPA
Phone
6083252141
Raw XML Appendix312 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0R Ryan Kubly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kimberly Markham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Bob Sorge
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01112 7th Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Monroe
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0R Ryan Kubly
IRS990PF/StatementsRegardingActyGrp/PhoneNum06083288400
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.kublyfamilyfoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application should be submitted on the Kubly Family Foundation Scholarship Loan Program for Higher Education Application which can be found at www.kublyfamilyfoundation.org. The following materials must be included with the application:- Proof of high school graduation or GED- Verification of undergraduate degree and GPA- Verification of current graduate school GPA, if applicable.- Verification of graduate/professional degree program acceptance- Current transcript with verification of enrollment status (i.e., junior status and entering third year)cumulative GPA, and declared major for undergraduate degree programs- Copy of tuition bill for the first scholastic period. This may be furnished upon receipt by the scholarship recipient.- Completed application form and essay questions.- Three references that the Committee may contact. Only one reference may be a direct relative.If requested, conduct an interview with the Selection & Oversight Committee.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1Application should be submitted on the Kubly Family Foundation Grant Information form which can be found at www.kublyfamilyfoundation.org. One copy of the following attachments must be included with the application:- 501(c)(3) Certificate of Tax Exemption- List of board of directors and their affiliations- If an applicant organization is not a federally registered 501(c)(3), another organization must agree to serve as fiscal agent. A letter of agreement signed by both parties and a copy of the fiscal agent's 501(c)(3) must accompany the proposal. Grant recipients may be asked to make a brief presentation about the project to the Kubly Family Foundation.Mailed applications should be sent to: R. Kubly Family Foundation, Inc. 1112 7th Avenue Monroe, WI 53566Emailed applications should be sent to: [email protected] final evaluation assessing project outcomes must be completed by the grant recipient within three months of the completion of the project and provide to The R. Kub
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Kubly Family Foundation Inc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1Kubly Family Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06083288629
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum16083288629
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01112 7th Avenue
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt11112 7th Avenue
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Monroe
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1Monroe
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053566
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd153566
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The applicant must have a current acceptance into an accredited school offering bachelors, graduate,or professional degree level programs. For graduate/professional level degree program, applicants must have an undergraduate degree with a cumulative grade point average of 3.0 or greater on a 4.0 scale. For undergraduate degree programs, applicants must be at least junior status, entering their third year of undergraduate studies, and officially have declared a major. Current undergraduate degree programs eligible for application to the Scholarship Loan Program are early childhood education, primary education, secondary education, and Spanish. Applicant must demonstrate leadership qualities, show a committment to return to Monroe, Wisconsin area and have a desire to transform Monroe into a better place to live and work.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1The Kubly Family Foundation will consider grant requests from $5,000 on up. Grant acceptance is subject to both meeting the goal of the foundation and the availibility of the funds. The Kubly Family Foundation will consider Grants in the following areas:- Projects that increase the number of highly educated people to live in Monroe, WI.- Projects that improve the quality of life in Monroe, WI that attract those with advanced degrees to move to Monroe, WI and work in Monroe, WI. - Projects that contact local students who have moved away from Monroe, WI for education or careers, to "bring them back" to Monroe, WI. The Kubly Family Foundation does not fund:- Capital projects or equipment- Annual operations- Endowments- Travel funds, benefit tickets, or courtesy advertising- Health and human services programs
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Applications are accepted through out the year.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1Annual application deadline is January 31st.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Long Term, Low Interest Educational Loan for students planning on returning to Green County, WI after studies have been completed.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Long Term, Low Interest Educational Loan for students planning on returning to Green County, WI after studies have been completed.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Long Term, Low Interest Educational Loan for students planning on returning to Green County, WI after studies have been completed.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Isabel Bazley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Abigail Yurs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Hannah Neuenschwander
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N4117 Ladwig Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1W4352 Burkhalter Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2W6110 Vogel Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Monroe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Monroe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Monroe
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253566
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036250
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03779
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt032471
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043147
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036250
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039368
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032471
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07558
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07558
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Loan Repayments
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018459
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01164
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01164
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0R Ryan Kubly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kubly Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KUBL
ReturnHeader/Filer/EIN0201346843
ReturnHeader/Filer/PhoneNum06083288400
ReturnHeader/Filer/USAddress/AddressLine1Txt01112 7th Avenue
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053566
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391205140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reffue Pas Jacobson Roth & Koster LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0901 16th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053566
ReturnHeader/PreparerPersonGrp/PhoneNum06083252141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel T JacobsonCPA
ReturnHeader/ReturnTs02025-07-03T09:13:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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