Civic Intelligence

Isabel M Wadell Foundation

990PF • Fiscal year 2023 • EIN 20-6278295

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

Organization Profile
1735 CO Hwy HCumberland, WI 54829

(715) 822-2345

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

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

Liabilities / Revenue

40th percentile

0.00x

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

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

Net Margin

61st percentile

9.8%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

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

Asset Growth

47th percentile

0.7%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

90th percentile

108%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$573,725

Up $3,927 (+0.7%) from 2022

Net Assets

Up

$573,725

Up $3,927 (+0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin61st percentile

Revenue

Up

$40,186

Up $20,839 (+108%) from 2022

Expenses

Up

$36,259

Up $96 (+0.3%) from 2022

Net Income

Up

$3,927

Up $20,743 (+123%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2010: $569,473Liabilities 2010: $0Net Assets 2010: $569,4732010Assets 2011: $557,369Liabilities 2011: $12011Assets 2012: $548,757Liabilities 2012: $0Net Assets 2012: $548,7572012Assets 2013: $501,905Liabilities 2013: $0Net Assets 2013: $501,9052013Assets 2014: $520,126Liabilities 2014: $0Net Assets 2014: $520,1262014Assets 2015: $514,503Liabilities 2015: $0Net Assets 2015: $514,5032015Assets 2016: $469,569Liabilities 2016: $0Net Assets 2016: $469,5692016Assets 2017: $507,273Liabilities 2017: $0Net Assets 2017: $507,2732017Assets 2018: $528,467Liabilities 2018: $0Net Assets 2018: $528,4672018Assets 2019: $539,862Liabilities 2019: $0Net Assets 2019: $539,8622019Assets 2020: $533,982Liabilities 2020: $0Net Assets 2020: $533,9822020Assets 2021: $586,614Liabilities 2021: $0Net Assets 2021: $586,6142021Assets 2022: $569,798Liabilities 2022: $0Net Assets 2022: $569,7982022Assets 2023: $573,725Liabilities 2023: $0Net Assets 2023: $573,7252023Assets 2024: $560,098Liabilities 2024: $0Net Assets 2024: $560,0982024

Highlighted filing

2023

Assets$573,725
Liabilities$0
Net Assets$573,725
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $37,0632010Revenue 2011: $14,689Expenses 2011: $26,793Net Income 2011: -$12,1042011Expenses 2012: $36,7722012Revenue 2013: $60,463Expenses 2013: $107,315Net Income 2013: -$46,8522013Revenue 2014: $26,954Expenses 2014: $8,733Net Income 2014: $18,2212014Revenue 2015: $26,544Expenses 2015: $32,167Net Income 2015: -$5,6232015Revenue 2016: $21,371Expenses 2016: $66,305Net Income 2016: -$44,9342016Revenue 2017: $48,807Expenses 2017: $11,103Net Income 2017: $37,7042017Revenue 2018: $33,353Expenses 2018: $12,159Net Income 2018: $21,1942018Revenue 2019: $33,181Expenses 2019: $21,786Net Income 2019: $11,3952019Revenue 2020: $16,141Expenses 2020: $22,021Net Income 2020: -$5,8802020Revenue 2021: $85,250Expenses 2021: $32,618Net Income 2021: $52,6322021Revenue 2022: $19,347Expenses 2022: $36,163Net Income 2022: -$16,8162022Revenue 2023: $40,186Expenses 2023: $36,259Net Income 2023: $3,9272023Revenue 2024: $24,434Expenses 2024: $38,061Net Income 2024: -$13,6272024

Highlighted filing

2023

Revenue$40,186
Expenses$36,259
Net Income$3,927
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT M SKINNERTrustee-$0--
KEVIN CASSIDAY-MALONEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Isabel M Wadell Foundation
EIN
20-6278295
Phone
7158222345
Address
1735 CO HWY H, CUMBERLAND, WI 54829

Signing Officer

Name
Robert M Skinner
Title
Trustee
Phone
7158222345
Signed
2024-04-24

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Robert J Sorensen CPA
Phone
7158342001
Raw XML Appendix274 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0S/T SALES COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1L/T SALES COVERED
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0573725
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028530
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028530
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09058
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0580087
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08837
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0580308
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT M SKINNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEVIN CASSIDAY-MALONEY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11127 SUMMIT AVE
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07158222345
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01735 CO HWY H
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054829
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0REQUESTS WILL BE CONSIDERED THAT WILL BENEFIT THE CUMBERLAND AREA COMMUNITY. ALSO, SCHOLARSHIP REQUESTS FROM CUMBERLAND, WI HIGH SCHOOL GRADUATES WILL BE CONSIDERED WITH PREFERENCE TO STUDENTS ATTENDING THE UNIVERSITY OF WISCONSIN-MADISON. HOWEVER, OTHER HIGHER EDUCATION INSTITUTIONS WILL BE CONSIDERED.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PARK SHELTER ADDITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LAKE PRESERVATION & WATER QUALITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CUMBERLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CUMBERLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154829
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt088
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029412
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028530
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028442
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029412
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND PY FED TAX PAID
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0668
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0668
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt121
TaxesSchedule/TaxesDetail/Amt0288
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0288
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M SKINNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07158222345
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISABEL M WADELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT SKINNER
ReturnHeader/Filer/BusinessNameControlTxt0ISAB
ReturnHeader/Filer/EIN0206278295
ReturnHeader/Filer/PhoneNum07158222345
ReturnHeader/Filer/USAddress/AddressLine1Txt01735 CO HWY H
ReturnHeader/Filer/USAddress/CityNm0CUMBERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054829
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J SORENSEN CPA
ReturnHeader/ReturnTs02024-04-30T11:55:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SKINNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$573,725
Liabilities
$0
Net assets
$573,725
Revenue
$40,186
Expenses
$36,259
Net income
$3,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.24$0.38$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.40$0.36$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.19$0.36$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.85$0.33$0.53
2020Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.16$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.33$0.22$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.33$0.12$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.49$0.11$0.38
2016Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.21$0.66$0.45
2015Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.27$0.32$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.27$0.09$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$0.60$1.07$0.47
2012Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.37
2011Summary only. Only limited summary data is available for this year.$5.57$0.00$0.15$0.27$0.12
2010Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.37