Civic Intelligence

Duane and Kathleen Foulkes

EIN 20-5592397 • Beaver Dam, WI

PO Box 337Beaver Dam, WI 53916-0337
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

78th percentile

32%

Higher net margin than 78% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

27%

Faster revenue growth than 71% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,362,946

Up $776,000 (+7.3%) from 2023

Liabilities

Up

$44,975

Up $20,000 (+80%) from 2023

Net Assets

Up

$11,317,971

Up $756,000 (+7.2%) from 2023

Revenue

Up

$963,062

Up $202,170 (+27%) from 2023

Expenses

Up

$655,162

Up $85,899 (+15%) from 2023

Net Income

Up

$307,900

Up $116,271 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $3,051,093Liabilities 2011: $460,0002011Assets 2012: $3,394,912Liabilities 2012: $495,0002012Assets 2013: $5,056,414Liabilities 2013: $365,0002013Assets 2014: $4,796,107Liabilities 2014: $02014Assets 2015: $4,891,246Liabilities 2015: $02015Assets 2019: $8,172,788Liabilities 2019: $0Net Assets 2019: $8,172,7882019Assets 2020: $8,890,173Liabilities 2020: $0Net Assets 2020: $8,890,1732020Assets 2021: $10,777,885Liabilities 2021: $0Net Assets 2021: $10,777,8852021Assets 2022: $9,397,219Liabilities 2022: $0Net Assets 2022: $9,397,2192022Assets 2023: $10,586,946Liabilities 2023: $24,975Net Assets 2023: $10,561,9712023Assets 2024: $11,362,946Liabilities 2024: $44,975Net Assets 2024: $11,317,9712024

Highlighted filing

2024

Assets$11,362,946
Liabilities$44,975
Net Assets$11,317,971

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $132,030Expenses 2011: $140,679Net Income 2011: -$8,6492011Revenue 2012: $169,336Expenses 2012: $159,837Net Income 2012: $9,4992012Revenue 2013: $1,265,359Expenses 2013: $176,807Net Income 2013: $1,088,5522013Revenue 2014: $369,025Expenses 2014: $259,348Net Income 2014: $109,6772014Revenue 2015: $349,512Expenses 2015: $264,185Net Income 2015: $85,3272015Revenue 2019: $1,360,100Expenses 2019: $401,155Net Income 2019: $958,9452019Revenue 2020: $661,982Expenses 2020: $554,555Net Income 2020: $107,4272020Revenue 2021: $1,059,929Expenses 2021: $287,431Net Income 2021: $772,4982021Revenue 2022: $1,465,291Expenses 2022: $572,064Net Income 2022: $893,2272022Revenue 2023: $760,892Expenses 2023: $569,263Net Income 2023: $191,6292023Revenue 2024: $963,062Expenses 2024: $655,162Net Income 2024: $307,9002024

Highlighted filing

2024

Revenue$963,062
Expenses$655,162
Net Income$307,900

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUANE E FOULKESPresident/Director-$0--
KRISTINE M ECKLESVP/Director-$0--
KIM M HUSSSecretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Duane and Kathleen Foulkes
EIN
20-5592397
Phone
9203561300
Address
PO BOX 337, BEAVER DAM, WI 53916-0337

Signing Officer

Name
Duane Foulkes
Title
Director
Phone
9203561300
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
PO BOX 7398, MADISON, WI 53707-7398
Preparer
Daniel Ehr
Phone
6082496622
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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt077017
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt077017
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0235433
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0726366
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01263
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0963062
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0963062
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0726366
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0554604
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0554604
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0235394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0235433
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0307900
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01910958
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01263
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01263
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0985
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0985
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0726366
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0880020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt073441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt073441
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07112
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0558134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt083003
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0655162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0963023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0963062
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03530
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt083003
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0100558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0533424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1651168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt050632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1527891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2147843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt050632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1527891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2147843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0584056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11179059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2147843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0726366
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0307900
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02694
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0450794
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011320665
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010561971
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011317971
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0547120
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0545620
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0547120
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0557852
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012232
IRS990PF/DistributableAmountGrp/TotalTaxAmt012232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013847
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011079
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013847
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00

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