Civic Intelligence

Hergert Foundation Ltd

990EZ • Fiscal year 2010 • EIN 20-5826105

Nov 01, 2009 to Oct 31, 2010 • Filed on Apr 29, 2011

Organization Profile
N28 W26884 Woodland Drive53072
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

1st percentile

-1456%

Higher net margin than 1% of similar nonprofits.

2010 filings • 501(c)3 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$388,723

No earlier filing loaded for comparison.

Net Assets

$388,723

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

$8,632

No earlier filing loaded for comparison.

Expenses

$134,290

No earlier filing loaded for comparison.

Net Income

-$125,658

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $388,723Net Assets 2010: $388,7232010Assets 2011: $282,524Net Assets 2011: $282,5242011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2010

Assets$388,723
Liabilities-
Net Assets$388,723
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $8,632Expenses 2010: $134,290Net Income 2010: -$125,6582010Revenue 2011: $2,152Expenses 2011: $108,351Net Income 2011: -$106,1992011Expenses 2012: $406,2392012

Highlighted filing

2010

Revenue$8,632
Expenses$134,290
Net Income-$125,658
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2009 to Oct 31, 2010
Signed
Apr 29, 2011
Return Version
2009v1.7
Filing and Contact Details

Filer

EIN
20-5826105
Raw XML Appendix142 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0343181
IRS990EZ/CashSavingsAndInvestments/EOY0294583
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses080498
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-125658
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GainOrLossFromSaleOfAssets03502
IRS990EZ/GrantsAndSimilarAmountsPaid0121500
IRS990EZ/GrossAmountFromSaleOfAssets084000
IRS990EZ/GrossReceipts089130
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome05130
IRS990EZ/LandAndBuildings/BOY0171146
IRS990EZ/LandAndBuildings/EOY094108
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0514381
IRS990EZ/NetAssetsOrFundBalancesBOY0514381
IRS990EZ/NetAssetsOrFundBalances/EOY0388723
IRS990EZ/NetAssetsOrFundBalancesEOY0388723
IRS990EZ/OccupancyRentUtilitiesAndMaint04291
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine109469 W Terra Court
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11114 N High Point Road
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12400 N Broadway
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine13N28 W26884 Woodland Drive
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Milwaukee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Madison
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Milwaukee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3Pewaukee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3WI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode053224
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode153717
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode253072
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode353072
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation0500
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation1500
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation2500
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation33000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Denise Revels-Robinson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1William Fiss
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Janet F Resnick
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Susan Cesarz
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Pres. & Treas.
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY054
IRS990EZ/OtherAssetsTotal/EOY032
IRS990EZ/OtherExpensesTotal03999
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0The Hegert Foundation's primary exempt purpose is to provide assistance to agencies involved in child welfare and social services.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0This was the third year of existence for the organization. During the year, donated land was sold to help provide funding for grants. $121,500 was donated to organizations that support our mission.St. Aemilian-Lakeside will use the grant of 8,500 to provide supportive permanent housing and youth transitioning to adulthood scholars. The organization addresses the gap in services for youth aging out of foster care. John Marshall High School will use the grant of 5,000 to enhance the lives of children with disabilities. It will be used for Camp Side by Side which is a three-night, four-day camp trip for students in special education from six high schools in the Milwaukee Public School system. Hunger Task Force will use the grant of 3,000 to provide food to the needy in Milwaukee County.Lad Lake which serves at risk children will use the grant of 20,000 for the initial year of funding the Skills Tutor program. Children's Service Society will use the grant of 3,000 to benefit children in the Bureau's care through gift cards for food and supplies, bus tickets, strollers, school uniforms, etc.The Cathedral Center will use the grant of 50,000 to work collaboratively with 2-1-1 @ IMPACT to provide Central Access services and advocacy for Milwaukee families who are homeless or experiencing a housing crisis. The program for Central Access links families in crisis with the available shelter and supportive services in the community.The Women's Center will use the grant of 32,000 to provide safety, shelter, and support to women and their families, and to facilitate their development.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0121500
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SalariesOtherCompEmplBenefits04500
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsGrossRevenue00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10N28 W26884 Woodland Drive
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Pewaukee
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053072
IRS990EZ/TheBooksAreInCareOf/NamePerson0Susan Cesarz
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02626950220
IRS990EZ/TotalAssets/BOY0514381
IRS990EZ/TotalAssets/EOY0388723
IRS990EZ/TotalExpenses0134290
IRS990EZ/TotalRevenue08632
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/FactsAndCircumstancesTest0Part II, Line 10--In 2008, donated land was sold for 193,800. In 2009, donated land was sold for 84,000. The proceeds are being used to provide grants that support our mission.
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0560
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years02310
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0520155
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0523025
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear05130
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year011283
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years010242
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years04899
IRS990ScheduleA/GrossInvestmentIncome170/Total031554
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.00000
IRS990ScheduleA/PublicSupportTotal1700523025
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0560
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years02310
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0520155
IRS990ScheduleA/Total170/Total0523025
IRS990ScheduleA/TotalSupport0554579
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0205826105
ReturnHeader/Filer/Name/BusinessNameLine10Hergert Foundation Ltd
ReturnHeader/Filer/NameControl0HERG
ReturnHeader/Filer/Phone02626950220
ReturnHeader/Filer/USAddress/AddressLine10N28 W26884 Woodland Drive
ReturnHeader/Filer/USAddress/City0Pewaukee
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053072
ReturnHeader/Officer/DateSigned02011-04-29
ReturnHeader/Officer/Name0Susan Cesarz
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Hartwig Fredricks & Pelzek LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102831 N Grandview Blvd Ste 105
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Pewaukee
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0530725541
ReturnHeader/Preparer/Name0Martin Hartwig CPA
ReturnHeader/Preparer/Phone02628960718
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02009-11-01
ReturnHeader/TaxPeriodEndDate02010-10-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-04-29T07:13:51-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$388,723
Liabilities
-
Net assets
$388,723
Revenue
$8,632
Expenses
$134,290
Net income
-$125,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$4.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$2.83$0.02$1.08$1.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$3.89$0.09$1.34$1.26