Civic Intelligence

Treffert Family Foundation

EIN 20-3995376 • Brookfield, WI

3415 Gateway RoadBrookfield, WI 53045
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

83rd percentile

41%

Higher net margin than 83% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

20th percentile

-4.1%

Faster asset growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$6,256,907

Down $270,475 (-4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,256,907

Down $270,475 (-4.1%) from 2023

Revenue

Down

$1,593,907

Down $1,297,738 (-45%) from 2023

Expenses

Up

$939,021

Up $470,040 (+100%) from 2023

Net Income

Down

$654,886

Down $1,767,778 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,117,415Liabilities 2010: $0Net Assets 2010: $1,117,4152010Assets 2011: $1,055,484Liabilities 2011: $0Net Assets 2011: $1,055,4842011Assets 2012: $1,098,694Liabilities 2012: $0Net Assets 2012: $1,098,6942012Assets 2013: $2,862,764Liabilities 2013: $0Net Assets 2013: $2,862,7642013Assets 2014: $4,953,607Liabilities 2014: $0Net Assets 2014: $4,953,6072014Assets 2015: $4,933,030Liabilities 2015: $0Net Assets 2015: $4,933,0302015Assets 2016: $4,786,834Liabilities 2016: $0Net Assets 2016: $4,786,8342016Assets 2017: $4,822,868Liabilities 2017: $0Net Assets 2017: $4,822,8682017Assets 2018: $5,162,654Liabilities 2018: $0Net Assets 2018: $5,162,6542018Assets 2019: $5,930,507Liabilities 2019: $0Net Assets 2019: $5,930,5072019Assets 2020: $5,424,394Liabilities 2020: $0Net Assets 2020: $5,424,3942020Assets 2021: $6,717,698Liabilities 2021: $0Net Assets 2021: $6,717,6982021Assets 2022: $5,990,597Liabilities 2022: $0Net Assets 2022: $5,990,5972022Assets 2023: $6,527,382Liabilities 2023: $0Net Assets 2023: $6,527,3822023Assets 2024: $6,256,907Liabilities 2024: $0Net Assets 2024: $6,256,9072024

Highlighted filing

2024

Assets$6,256,907
Liabilities$0
Net Assets$6,256,907

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,049,0482010Expenses 2011: $60,6962011Expenses 2012: $17,7852012Expenses 2013: $28,9232013Revenue 2014: $2,190,819Expenses 2014: $104,562Net Income 2014: $2,086,2572014Revenue 2015: $1,572,872Expenses 2015: $1,202,704Net Income 2015: $370,1682015Revenue 2016: $33,775Expenses 2016: $180,424Net Income 2016: -$146,6492016Revenue 2017: $113,234Expenses 2017: $409,148Net Income 2017: -$295,9142017Revenue 2018: $184,292Expenses 2018: $48,553Net Income 2018: $135,7392018Revenue 2019: $522,051Expenses 2019: $357,644Net Income 2019: $164,4072019Revenue 2020: $315,909Expenses 2020: $423,186Net Income 2020: -$107,2772020Revenue 2021: $2,174,068Expenses 2021: $61,140Net Income 2021: $2,112,9282021Revenue 2022: $1,586,423Expenses 2022: $682,178Net Income 2022: $904,2452022Revenue 2023: $2,891,645Expenses 2023: $468,981Net Income 2023: $2,422,6642023Revenue 2024: $1,593,907Expenses 2024: $939,021Net Income 2024: $654,8862024

Highlighted filing

2024

Revenue$1,593,907
Expenses$939,021
Net Income$654,886

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$1.59$0.94$0.65
2023Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$2.89$0.47$2.42
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$1.59$0.68$0.90
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.17$0.06$2.11
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.32$0.42$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.52$0.36$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.18$0.05$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.11$0.41$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$1.57$1.20$0.37
2014Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$2.19$0.10$2.09
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 8, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM T TREFFERTPresident/Secretary-$0--
SELMA P TREFFERTVice-President/Treasurer-$0--
DAWN MYERSDirector-$0--
TODD TREFFERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Treffert Family Foundation Inc
EIN
20-3995376
Phone
2627904960
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045

Signing Officer

Name
William Treffert
Title
Executive
Phone
2627904960
Signed
2025-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Vogel Consulting Group Sc
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
Preparer
Rhona E Vogel
Phone
2627904960
Raw XML AppendixShowing 400 of 434 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/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM T TREFFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SELMA P TREFFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAWN MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TODD TREFFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33415 GATEWAY ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKFIELD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BROOKFIELD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353045
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt17
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FUNDS USED TO CONTINUE CHARITABLE GIFTS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1FUNDS USED TO CONTINUE CHARITABLE GIFTS.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053045
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627904990
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE GIFTING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WISCONSIN LUTHERAN COLLEGE
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM AND SELMA TREFFERT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0230 AUDUBON BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034110
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IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01017731
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0GENERAC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0925361
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AP ENERGY K-1 INVESTMENT INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AP ENERGY K-1 OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2AP ENERGY K-1 CASH CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES (BMO)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113930
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt360
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01362
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-9
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt21972
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt324305
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1S (ROYALTIES)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM K-1S (RENTAL)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FROM K-1S (OTHER INCOME)
OtherIncomeSchedule2/OtherIncomeDetail/Desc3FROM K-1S (ORDINARY BUSINESS INCOME)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01362
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-9
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt21972
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt324305
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01362
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-9
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21972
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt324305
TaxesSchedule/TaxesDetail/Amt0437
TaxesSchedule/TaxesDetail/Amt123946
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES

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