Civic Intelligence

Hergert Foundation Ltd

990EZ • Fiscal year 2011 • EIN 20-5826105

Nov 01, 2010 to Oct 31, 2011 • Filed on Apr 09, 2012

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 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

1st percentile

-4935%

Higher net margin than 1% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

18th percentile

-27%

Faster asset growth than 18% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

5th percentile

-75%

Faster revenue growth than 5% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$282,524

Down $106,199 (-27%) from 2010

Net Assets

Down

$282,524

Down $106,199 (-27%) from 2010

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$2,152

Down $6,480 (-75%) from 2010

Expenses

Down

$108,351

Down $25,939 (-19%) from 2010

Net Income

Up

-$106,199

Up $19,459 (+15%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2011

Assets$282,524
Liabilities-
Net Assets$282,524
Open 2011 Filing

Operations Trend

Revenue Growth5th percentile

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

2011

Revenue$2,152
Expenses$108,351
Net Income-$106,199
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2010 to Oct 31, 2011
Signed
Apr 9, 2012
Return Version
2010v3.2
Filing and Contact Details

Filer

EIN
20-5826105
Raw XML Appendix194 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/BOY0294583
IRS990EZ/CashSavingsAndInvestments/EOY0190558
IRS990EZ/ContributionsGiftsGrantsEtc0420
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-106199
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid095000
IRS990EZ/GrossReceipts02152
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome01732
IRS990EZ/LandAndBuildings/BOY094108
IRS990EZ/LandAndBuildings/EOY091956
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0388723
IRS990EZ/NetAssetsOrFundBalancesBOY0388723
IRS990EZ/NetAssetsOrFundBalances/EOY0282524
IRS990EZ/NetAssetsOrFundBalancesEOY0282524
IRS990EZ/OccupancyRentUtilitiesAndMaint04093
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/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY032
IRS990EZ/OtherAssetsTotal/EOY010
IRS990EZ/OtherExpensesTotal04758
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 fourth year of existence for the organization. John Marshall High School will use the grant of 10,000 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. Lad Lake which serves at risk children will use the grant of 20,000 for the second year of funding the Skills Tutor program. Children's Service Society will use the grant of 15,000 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.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations013351
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses095000
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SalariesOtherCompEmplBenefits04500
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/TanningServicesProvided0false
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/BOY0388723
IRS990EZ/TotalAssets/EOY0282524
IRS990EZ/TotalExpenses0108351
IRS990EZ/TotalProgramServiceExpenses013351
IRS990EZ/TotalRevenue02152
IRS990EZ/TransactionWithControlEntity0false
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/GiftsGrantsContribReceived170/CurrentTaxYear0420
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0560
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years02310
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0520155
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0523445
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear01732
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year05130
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years011283
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years010242
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years04899
IRS990ScheduleA/GrossInvestmentIncome170/Total033286
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.94020
IRS990ScheduleA/PublicSupportTotal1700523445
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0420
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0560
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years02310
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0520155
IRS990ScheduleA/Total170/Total0523445
IRS990ScheduleA/TotalSupport0556731
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Machinery and Equipment - Beginning $32 Machinery and Equipment - Ending $10
IRS990ScheduleO/GeneralExplanation/Explanation1Rounding adjustment $-1
IRS990ScheduleO/GeneralExplanation/Explanation2Wisconsin annual fee $10
IRS990ScheduleO/GeneralExplanation/Explanation3Board meeting expenses $51
IRS990ScheduleO/GeneralExplanation/Explanation4Office supplies expense $79
IRS990ScheduleO/GeneralExplanation/Explanation5Internet $300
IRS990ScheduleO/GeneralExplanation/Explanation6Tax preparation $1375
IRS990ScheduleO/GeneralExplanation/Explanation7Recognition luncheon $2922
IRS990ScheduleO/GeneralExplanation/Explanation8Depreciation $22
IRS990ScheduleO/GeneralExplanation/Explanation9Class of Activity: Safety, Shelter, Support | Donee's Name: The Cathedral Center | Donee's Address: 845 North Van Buren Milwaukee, WI 53202 | Relationship of Donee: None | Cash Amount Given: $50000
IRS990ScheduleO/GeneralExplanation/Explanation10Class of Activity: Needy Children Care | Donee's Name: Children's Service Society of Wisconsin | Donee's Address: 620 S. 76th Street Milwaukee, WI 53214 | Relationship of Donee: None | Cash Amount Given: $15000
IRS990ScheduleO/GeneralExplanation/Explanation11Class of Activity: Skills Tutor Program | Donee's Name: Lad Lake, Inc. | Donee's Address: P.O. Box 158 Dousman, WI 53118 | Relationship of Donee: None | Cash Amount Given: $20000
IRS990ScheduleO/GeneralExplanation/Explanation12Class of Activity: Special Education Camp | Donee's Name: John Marshall High School | Donee's Address: 4141 North 64th Street Milwaukee, WI 53216 | Relationship of Donee: None | Cash Amount Given: $10000
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 10.6
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 10.5
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 10.4
IRS990ScheduleO/GeneralExplanation/Identifier12Form 990-EZ, Part I, Line 10.2
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference9Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/GeneralExplanation/ReturnReference10Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/GeneralExplanation/ReturnReference11Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/GeneralExplanation/ReturnReference12Grants and Similar Amounts Paid In Excess of $5,000.2
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/DateSigned02012-04-09
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/TaxPeriodBeginDate02010-11-01
ReturnHeader/TaxPeriodEndDate02011-10-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-04-10T15:13:27-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$282,524
Liabilities
-
Net assets
$282,524
Revenue
$2,152
Expenses
$108,351
Net income
-$106,199
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