Civic Intelligence

Kettle Moraine Education Foundation Inc

EIN 20-2309399 • 501(c)3 • Wales, WI

Profile

To inspire students and educators by raising the support to create educational opportunities that build academic and personal success.

563 A J Allen CircleWales, WI 53183

www.kmsd.edu

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

60th percentile

7.6%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-0.7%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$500,269

Up $35,484 (+7.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$500,269

Up $35,484 (+7.6%) from 2023

Revenue

Down

$193,447

Down $1,456 (-0.7%) from 2023

Expenses

Down

$162,069

Down $124,275 (-43%) from 2023

Net Income

Up

$31,378

Up $122,819 (+134%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $122,739Net Assets 2011: $122,7392011Assets 2012: $89,945Net Assets 2012: $89,9452012Assets 2013: $107,395Net Assets 2013: $107,3952013Assets 2014: $119,803Net Assets 2014: $119,8032014Assets 2015: $124,012Net Assets 2015: $124,0122015Assets 2016: $171,693Net Assets 2016: $171,6932016Assets 2017: $243,505Net Assets 2017: $243,5052017Assets 2018: $231,086Liabilities 2018: $0Net Assets 2018: $231,0862018Assets 2019: $491,632Liabilities 2019: $0Net Assets 2019: $491,6322019Assets 2020: $554,268Liabilities 2020: $0Net Assets 2020: $554,2682020Assets 2021: $645,428Liabilities 2021: $0Net Assets 2021: $645,4282021Assets 2022: $536,750Liabilities 2022: $0Net Assets 2022: $536,7502022Assets 2023: $464,785Liabilities 2023: $0Net Assets 2023: $464,7852023Assets 2024: $500,269Liabilities 2024: $0Net Assets 2024: $500,2692024

Highlighted filing

2024

Assets$500,269
Liabilities$0
Net Assets$500,269

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $43,600Expenses 2011: $20,506Net Income 2011: $23,0942011Revenue 2012: $65,059Expenses 2012: $100,185Net Income 2012: -$35,1262012Revenue 2013: $39,109Expenses 2013: $28,112Net Income 2013: $10,9972013Revenue 2014: $33,543Expenses 2014: $23,109Net Income 2014: $10,4342014Revenue 2015: $48,004Expenses 2015: $42,309Net Income 2015: $5,6952015Revenue 2016: $44,078Expenses 2016: $4,763Net Income 2016: $39,3152016Revenue 2017: $189,560Expenses 2017: $133,825Net Income 2017: $55,7352017Revenue 2018: $104,076Expenses 2018: $95,261Net Income 2018: $8,8152018Revenue 2019: $350,577Expenses 2019: $100,534Net Income 2019: $250,0432019Revenue 2020: $102,945Expenses 2020: $72,239Net Income 2020: $30,7062020Revenue 2021: $150,522Expenses 2021: $87,037Net Income 2021: $63,4852021Revenue 2022: $106,399Expenses 2022: $112,680Net Income 2022: -$6,2812022Revenue 2023: $194,903Expenses 2023: $286,344Net Income 2023: -$91,4412023Revenue 2024: $193,447Expenses 2024: $162,069Net Income 2024: $31,3782024

Highlighted filing

2024

Revenue$193,447
Expenses$162,069
Net Income$31,378

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$1.93$1.62$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$1.95$2.86$0.91
2022Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$1.06$1.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$1.51$0.87$0.63
2020Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$1.03$0.72$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$3.51$1.01$2.50
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.04$0.95$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.44$2.44$1.90$1.34$0.56
2016Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.44$0.05$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.48$0.42$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.34$0.23$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.39$0.28$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.90$0.65$1.00$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$1.23$0.44$0.21$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$195,374
Mission and Program Overview

Mission

To inspire students and educators by raising the support to create educational opportunities that build academic and personal success.

To create educational opportunities for students and teachers academic and personal success

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$433,461$441,465▲ $8,004
Savings and Temporary Cash Investments$19,131$33,422▲ $14,291
Cash and Non-Interest-Bearing Accounts$12,193$25,382▲ $13,189
Total Assets$464,785$500,269▲ $35,484
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$292,691$315,036▲ $22,345
Net Assets Without Donor Restrictions$172,094$185,233▲ $13,139
Total Net Assets Fund Balance$464,785$500,269▲ $35,484
Total Liabilities and Net Assets / Fund Balance$464,785$500,269▲ $35,484

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$270,751--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$433,460$71,575▲ $45,909-$441,465
2023$479,509$87,709▲ $49,329-$433,460
2022$578,621$71,193▼ $76,084-$479,509
2021$502,233$83,199▲ $68,122-$578,621
2020$465,338-▲ $43,867-$502,233
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$143,717
Program Service Revenue
$0
Investment Income
$41,808
Other Revenue
$7,922
All Other Contributions
$143,717
Change in Net Assets
$31,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$153,273
Other Expenses$8,796
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$87,900--$87,900
Grants to Domestic Orgs$65,373--$65,373
Fees for Service Investment Mgmnt Fees-$6,779-$6,779
Fees for Services Accounting-$1,400-$1,400
Office Expenses-$617-$617
Total Functional Expenses$153,273$8,796$0$162,069
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Waukesha County Community FoundationWaukesha, WI-Impact Grants$59,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,849
Fundraising Direct Expenses$1,927
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
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 A, Line 8B

There is no committee with authority to act on behalf of the board.

Form 990, Part VI, Section B, Line 11B

The return is first reviewed by the treasurer and then reviewed by the entire board of directors.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Kettle Moraine Education Foundation Inc
EIN
20-2309399
Phone
2629686300
Address
563 A J ALLEN CIRCLE, WALES, WI 53183

Signing Officer

Name
Melinda Mueller
Title
Co-president
Phone
2629686300
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melinda Mueller
Formed
2005
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Paul Senger
Phone
4144761880
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The endowment funds will be utilized for scholarships and awards given out by the organization.

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt078906
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0535685
IRS990ScheduleA/TotalSupportAmt0538082
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.11175
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06779
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0433460
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt071575
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0441465
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0102700
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt045909
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0479509
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt087709
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0433460
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0177271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049329
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0578621
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt071193
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0479509
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt088162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-76084
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05433
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0502233
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt083199
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0578621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt069500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068122
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04972
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0465338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0502233
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043867
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0170714
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1270751
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WAUKESHA COUNTY COMMUNITY FOUNDATION ENDOWMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GREATER MILWAUKEE FOUNDATION ENDOWMENT
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS WILL BE UTILIZED FOR SCHOLARSHIPS AND AWARDS GIVEN OUT BY THE ORGANIZATION.
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IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
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IRS990ScheduleI/RecipientTable/CashGrantAmt059600
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IMPACT GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WAUKESHA COUNTY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0391969122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02727 N GRANDVIEW BLVD STE 301
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WAUKESHA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053188
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS MUST ESTABLISH ELIGIBILITY BY COMPLETING A GRANT APPLICATION WHICH IS CONSIDERED BY THE IMPACT GRANT COMMITTEE. IN SOME CIRCUMSTANCES, AN APPLICANT MAKES A GRANT PROPOSAL DIRECTLY TO THE KMEF BOARD MEMBERS. IN EITHER CASE, THE COMMITTEE OR THE BOARD MAKES THE DETERMINATION WHETHER ELIGIBILITY REQUIREMENTS ARE MET AND WHAT AMOUNT OF FUNDS, IF ANY, WILL BE AWARDED. KMEF ISSUES CHECKS FOR ALL GRANTS DIRECTLY TO THE KETTLE MORAINE SCHOOL DISTRICT BUSINESS OFFICE WITH INSTRUCTIONS REGARDING THE PROGRAM TO WHICH THE FUNDS ARE TO BE APPLIED. KMEF ALSO REQUIRES FOLLOW UP FROM GRANT RECIPIENTS TO UPDATE THE BOARD ON THE SUCCESSFUL USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS FIRST REVIEWED BY THE TREASURER AND THEN REVIEWED BY THE ENTIRE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0500269
IRS990/TotalAssetsGrp/BOYAmt0464785
IRS990/TotalAssetsGrp/EOYAmt0500269
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08796
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0153273
IRS990/TotalFunctionalExpensesGrp/TotalAmt0162069
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0464785
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0500269
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0153273
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt049730
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193447
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0563 A J ALLEN CIRCLE
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IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.KMSD.EDU
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELINDA MUELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02629686300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KETTLE MORAINE EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KETT
ReturnHeader/Filer/EIN0202309399
ReturnHeader/Filer/PhoneNum02629686300
ReturnHeader/Filer/USAddress/AddressLine1Txt0563 A J ALLEN CIRCLE
ReturnHeader/Filer/USAddress/CityNm0WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP

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