Civic Intelligence

Ellenbecker Investment Group Charitable Foundation Inc

EIN 20-4909038 • Waukesha, WI

N21 W23350 Ridgeview PkwyWaukesha, WI 53188
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2023

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2023

Asset Growth

82nd percentile

23%

Faster asset growth than 82% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

51%

Faster revenue growth than 79% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$580,308

Up $106,839 (+23%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$580,308

Up $106,839 (+23%) from 2022

Operations
Liabilities / Revenue44th percentileNet Margin94th percentile

Revenue

Up

$148,874

Up $50,060 (+51%) from 2022

Expenses

Down

$42,035

Down $8,663 (-17%) from 2022

Net Income

Up

$106,839

Up $58,723 (+122%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0Assets 2010: $1,032Liabilities 2010: $0Net Assets 2010: $1,0322010Assets 2011: $206,990Liabilities 2011: $0Net Assets 2011: $206,9902011Assets 2012: $207,279Liabilities 2012: $0Net Assets 2012: $207,2792012Assets 2013: $212,643Liabilities 2013: $0Net Assets 2013: $212,6432013Assets 2014: $160,863Liabilities 2014: $0Net Assets 2014: $160,8632014Assets 2015: $156,959Liabilities 2015: $0Net Assets 2015: $156,9592015Assets 2016: $145,017Liabilities 2016: $0Net Assets 2016: $145,0172016Assets 2017: $141,182Liabilities 2017: $0Net Assets 2017: $141,1822017Assets 2018: $231,600Liabilities 2018: $0Net Assets 2018: $231,6002018Assets 2019: $273,050Liabilities 2019: $0Net Assets 2019: $273,0502019Assets 2020: $368,628Liabilities 2020: $0Net Assets 2020: $368,6282020Assets 2021: $425,353Liabilities 2021: $0Net Assets 2021: $425,3532021Assets 2022: $473,469Liabilities 2022: $0Net Assets 2022: $473,4692022Assets 2023: $580,308Liabilities 2023: $0Net Assets 2023: $580,3082023

Highlighted filing

2023

Assets$580,308
Liabilities$0
Net Assets$580,308
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$200K$100K$0-$100KExpenses 2010: $3,3432010Expenses 2011: $3,9342011Expenses 2012: $10,4262012Revenue 2013: $16,518Expenses 2013: $11,154Net Income 2013: $5,3642013Revenue 2014: $17,481Expenses 2014: $69,261Net Income 2014: -$51,7802014Revenue 2015: $7,216Expenses 2015: $11,120Net Income 2015: -$3,9042015Revenue 2016: -$1,815Expenses 2016: $10,127Net Income 2016: -$11,9422016Revenue 2017: $7,806Expenses 2017: $11,641Net Income 2017: -$3,8352017Revenue 2018: $102,746Expenses 2018: $12,328Net Income 2018: $90,4182018Revenue 2019: $56,868Expenses 2019: $15,418Net Income 2019: $41,4502019Revenue 2020: $137,050Expenses 2020: $41,472Net Income 2020: $95,5782020Revenue 2021: $112,998Expenses 2021: $56,273Net Income 2021: $56,7252021Revenue 2022: $98,814Expenses 2022: $50,698Net Income 2022: $48,1162022Revenue 2023: $148,874Expenses 2023: $42,035Net Income 2023: $106,8392023

Highlighted filing

2023

Revenue$148,874
Expenses$42,035
Net Income$106,839
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$580,308
Liabilities
$0
Net assets
$580,308
Revenue
$148,874
Expenses
$42,035
Net income
$106,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$1.49$0.42$1.07
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.99$0.51$0.48
2021Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$1.13$0.56$0.57
2020Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$1.37$0.41$0.96
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.57$0.15$0.41
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.03$0.12$0.90
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.02$0.10$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.69$0.52
2013Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.17$0.11$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN J ELLENBECKERVice President-$0--
JULIE ELLENBECKER-LIPSKYPresident-$0--
Diane ByrneTreasurer-$0--
Jeff StroudSecretary-$0--
Phil RemmersDirector-$0--
Jeff EllenbeckerDirector-$0--
Kristen CantrellLiason-$0--
Heather HipkeLiason-$0--
Jill EconomouDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ellenbecker Investment Group
EIN
20-4909038
Phone
2626913200
Address
N21 W23350 Ridgeview Pkwy, Waukesha, WI 53188

Signing Officer

Name
Julie Ellenbecker-lipsky
Title
VP/secretary
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Ellenbecker Investment Group
Address
N21W23350 Ridgeview Pkwy, Waukesha, WI 53188
Preparer
Sandra Geisler CPA
Phone
2626913200
Raw XML AppendixShowing 400 of 835 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/PersonNm0KAREN J ELLENBECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE ELLENBECKER-LIPSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Diane Byrne
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Jeff Ellenbecker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Kristen Cantrell
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
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