Civic Intelligence

Becky Werner Meningitis Foundation Inc

EIN 20-3371761 • 501(c)3 • Palmyra, WI

Profile

Meningitis Research, Education, and Awareness

W1426 South Shore DrivePalmyra, WI 53156

www.stampoutmeningitis.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-62%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$61,549

Up $28,499 (+86%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$61,549

Up $28,499 (+86%) from 2023

Revenue

Up

$28,798

Up $22,033 (+326%) from 2023

Expenses

Up

$299

Up $255 (+580%) from 2023

Net Income

Up

$28,499

Up $21,778 (+324%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $9,214Liabilities 2010: $0Net Assets 2010: $9,2142010Assets 2011: $2,913Liabilities 2011: $0Net Assets 2011: $2,9132011Assets 2012: $10,097Liabilities 2012: $0Net Assets 2012: $10,0972012Assets 2013: $2,604Liabilities 2013: $0Net Assets 2013: $2,6042013Assets 2014: $18,701Liabilities 2014: $0Net Assets 2014: $18,7012014Assets 2015: $18,699Liabilities 2015: $0Net Assets 2015: $18,6992015Assets 2016: $21,917Liabilities 2016: $0Net Assets 2016: $21,9172016Assets 2017: $14,540Liabilities 2017: $0Net Assets 2017: $14,5402017Assets 2018: $20,256Liabilities 2018: $0Net Assets 2018: $20,2562018Assets 2019: $2,737Liabilities 2019: $0Net Assets 2019: $2,7372019Assets 2020: $1,383Liabilities 2020: $0Net Assets 2020: $1,3832020Assets 2021: $9,524Liabilities 2021: $0Net Assets 2021: $9,5242021Assets 2022: $26,329Liabilities 2022: $0Net Assets 2022: $26,3292022Assets 2023: $33,050Liabilities 2023: $0Net Assets 2023: $33,0502023Assets 2024: $61,549Liabilities 2024: $0Net Assets 2024: $61,5492024

Highlighted filing

2024

Assets$61,549
Liabilities$0
Net Assets$61,549

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $30,9722010Expenses 2011: $26,1022011Expenses 2012: $9,7952012Revenue 2013: $17,262Expenses 2013: $24,755Net Income 2013: -$7,4932013Revenue 2014: $21,704Expenses 2014: $5,607Net Income 2014: $16,0972014Revenue 2015: $20,538Expenses 2015: $20,540Net Income 2015: -$22015Revenue 2016: $20,250Expenses 2016: $17,032Net Income 2016: $3,2182016Revenue 2017: $12,899Expenses 2017: $20,276Net Income 2017: -$7,3772017Revenue 2018: $18,103Expenses 2018: $12,387Net Income 2018: $5,7162018Revenue 2019: $11,100Expenses 2019: $28,619Net Income 2019: -$17,5192019Revenue 2020: $930Expenses 2020: $2,284Net Income 2020: -$1,3542020Revenue 2021: $8,141Expenses 2021: $0Net Income 2021: $8,1412021Revenue 2022: $17,916Expenses 2022: $1,111Net Income 2022: $16,8052022Revenue 2023: $6,765Expenses 2023: $44Net Income 2023: $6,7212023Revenue 2024: $28,798Expenses 2024: $299Net Income 2024: $28,4992024

Highlighted filing

2024

Revenue$28,798
Expenses$299
Net Income$28,499

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$28.8$0.30$28.5
2023Detailed filing. Detailed filing data is available for this year.$33.1$0.00$33.1$6.77$0.04$6.72
2022Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$17.9$1.11$16.8
2021Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$8.14$0.00$8.14
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.93$2.28$1.35
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$11.1$28.6$17.5
2018Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$18.1$12.4$5.72
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$12.9$20.3$7.38
2016Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$20.3$17.0$3.22
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$20.5$20.5$0.00
2014Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$21.7$5.61$16.1
2013Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$17.3$24.8$7.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.00$10.1$9.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.00$2.91$26.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$0.00$9.21$31.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$60,915
Mission and Program Overview

Mission

Meningitis Research, Educations, and Awareness

Meningitis Research, Education, and Awareness

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,050$61,549▲ $28,499
Rtn Earn Endowment Incm Other Fnds$33,050$61,549▲ $28,499
Total Assets$33,050$61,549▲ $28,499
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,050$61,549▲ $28,499
Total Liabilities and Net Assets / Fund Balance$33,050$61,549▲ $28,499
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert L WernerPres/treasure
Ann WernerVP/sec
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,254
Investment Income
$0
Other Revenue
$27,544
Change in Net Assets
$28,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$44
Total Functional Expenses$0$0$0$299
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,661
Fundraising Direct Expenses$32,117
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Outing$47,315$47,315$6,565$40,750
Topgolf Outing$12,346$12,346$2,732$9,614
Total Events$59,661$59,661$32,117$27,544
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
Yes
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, Part I, Section C, Line 19

Available Upon Request

Filing and Contact Details

Filer

Filer Name
Becky Werner Meningitis Foundation Inc
EIN
20-3371761
Phone
2623910434
Address
W1426 SOUTH SHORE DRIVE, PALMYRA, WI 53156

Signing Officer

Name
Robert L Werner
Title
Director
Phone
2623910434
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert L Werner
Formed
2006
Legal Domicile
Wi
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Joseph E Lindahl CPA
Address
377 Standing Stone Dr, Waukesha, WI 53189
Preparer
Joseph E Lindahl
Phone
2624248975
Supplemental Narrative

Additional Explanations

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

Copies of Form 990 given to each member

Raw XML Appendix287 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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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FundraisingDirectExpensesAmt032117
IRS990/FundraisingGrossIncomeAmt059661
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt033050
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1Web Site Development
IRS990/OtherExpensesGrp/TotalAmt0255
IRS990/OtherExpensesGrp/TotalAmt144
IRS990/OtherOrganizationDsc0Foundation
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02623910434
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ReturnHeader/ReturnTs02025-05-08T08:16:49-00:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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