Civic Intelligence

The Price Foundation Charitable Trust

EIN 20-6765721 • Grafton, WI

PO Box 316Grafton, WI 53024
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

60th percentile

2.1%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

0.9%

Faster revenue growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$264,297

Up $5,322 (+2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$264,297

Up $5,322 (+2.1%) from 2023

Revenue

Up

$107,482

Up $970 (+0.9%) from 2023

Expenses

Up

$102,085

Up $1,922 (+1.9%) from 2023

Net Income

Down

$5,397

Down $952 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $415,964Liabilities 2011: $02011Assets 2012: $419,368Liabilities 2012: $02012Assets 2013: $386,259Liabilities 2013: $02013Assets 2014: $350,403Liabilities 2014: $0Net Assets 2014: $350,4032014Assets 2015: $315,678Liabilities 2015: $0Net Assets 2015: $315,6782015Assets 2016: $281,159Liabilities 2016: $0Net Assets 2016: $281,1592016Assets 2017: $250,108Liabilities 2017: $0Net Assets 2017: $250,1082017Assets 2018: $225,212Liabilities 2018: $0Net Assets 2018: $225,2122018Assets 2019: $197,307Liabilities 2019: $0Net Assets 2019: $197,3072019Assets 2020: $172,380Liabilities 2020: $0Net Assets 2020: $172,3802020Assets 2021: $247,717Liabilities 2021: $0Net Assets 2021: $247,7172021Assets 2022: $252,695Liabilities 2022: $0Net Assets 2022: $252,6952022Assets 2023: $258,975Liabilities 2023: $0Net Assets 2023: $258,9752023Assets 2024: $264,297Liabilities 2024: $0Net Assets 2024: $264,2972024

Highlighted filing

2024

Assets$264,297
Liabilities$0
Net Assets$264,297

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $22,109Expenses 2011: $66,560Net Income 2011: -$44,4512011Revenue 2012: $62,307Expenses 2012: $57,862Net Income 2012: $4,4452012Revenue 2013: $23,945Expenses 2013: $57,055Net Income 2013: -$33,1102013Revenue 2014: $26,102Expenses 2014: $61,958Net Income 2014: -$35,8562014Revenue 2015: $21,145Expenses 2015: $55,870Net Income 2015: -$34,7252015Revenue 2016: $21,544Expenses 2016: $56,063Net Income 2016: -$34,5192016Revenue 2017: $24,862Expenses 2017: $55,913Net Income 2017: -$31,0512017Revenue 2018: $31,088Expenses 2018: $55,984Net Income 2018: -$24,8962018Revenue 2019: $28,532Expenses 2019: $56,437Net Income 2019: -$27,9052019Revenue 2020: $35,566Expenses 2020: $60,493Net Income 2020: -$24,9272020Revenue 2021: $135,899Expenses 2021: $60,562Net Income 2021: $75,3372021Revenue 2022: $104,987Expenses 2022: $100,009Net Income 2022: $4,9782022Revenue 2023: $106,512Expenses 2023: $100,163Net Income 2023: $6,3492023Revenue 2024: $107,482Expenses 2024: $102,085Net Income 2024: $5,3972024

Highlighted filing

2024

Revenue$107,482
Expenses$102,085
Net Income$5,397

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.07$1.02$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$1.07$1.00$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.05$1.00$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$1.36$0.61$0.75
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.36$0.60$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.29$0.56$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.31$0.56$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.25$0.56$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.22$0.56$0.35
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.21$0.56$0.35
2014Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.26$0.62$0.36
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.24$0.57$0.33
2012Summary only. Only limited summary data is available for this year.$4.19$0.00$0.62$0.58$0.04
2011Summary only. Only limited summary data is available for this year.$4.16$0.00$0.22$0.67$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith A PricePresident-$0--
Thomas G SchendtTrustee-$0--
Jacqueline AltTrustee-$0--
Fr Michael BarrettTrustee-$0--
Kristina SchendtTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Price Foundation Charitable Trust
EIN
20-6765721
Phone
2623394643
Address
PO Box 316, Grafton, WI 53024

Signing Officer

Name
Judith A Price
Title
President
Phone
2623394643
Signed
2025-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Blau-Himmel LLC
Address
1833 Woodland Circle, Lake Geneva, WI 53147
Preparer
Gaylene A Stingl
Phone
2624088888
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0The Price Foundation Charitable Trust will engage in activities that provide for the advancement of education by awarding scholarships to students who meet the academic requirements of a selected school. It is the intention of the Foundation to primarily award scholarship money to institutions designated by the Trust
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0(i.e., primarily such institutions that are affiliated with the Archdiocese of Milwaukee) or individuals and that said institutions shall make the decision and determination as to which students shall receive and utilize scholarship monies. The trust may also award individual scholarships on a case by case basis.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Determination of scholarship awards via educational institutions or individuals will be determined through nomination and vote of the trustees. Approved awards will be documented via minutes of trustee meetings. Trustees will require periodic or final confirmation of the use of the resources.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Divine Savior Holy Angels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Dominican High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Thomas More High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Catholic Memorial Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4St Lawrence Seminary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Pius XI High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6St Joan Antida High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Messmer High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04257 N 100th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 E Silver Spring Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22601 E Morgan Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3601 E College Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4301 Church Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5135 North 76th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61341 N Cass Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7742 W Capitol Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Waukesha
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Mt Calvary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753206
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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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/AppliedToCurrentYearAmt020983
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt081329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt042865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt044390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt039009
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt039009
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0328936
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt079017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt081329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt044390
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0168584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt079017
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0168584
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0367945
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0288928
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0168584
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bruce and Judith Price
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01762 Ulao Parkway
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Grafton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02080
LegalFeesSchedule/LegalFeesGrp/CategoryTxt02080
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02080
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02080
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03843
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Tax Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03768
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03768
OtherDecreasesSchedule/OtherDecreasesDetail/Amt075
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt069
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt069
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt069
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judith A Price
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02623394643
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Price Foundation Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0PRIC
ReturnHeader/Filer/EIN0206765721
ReturnHeader/Filer/PhoneNum02623394643
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 316
ReturnHeader/Filer/USAddress/CityNm0Grafton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470961584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blau-Himmel LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01833 Woodland Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Geneva
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053147
ReturnHeader/PreparerPersonGrp/PhoneNum02624088888
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gaylene A Stingl
ReturnHeader/ReturnTs02025-06-11T09:06:02-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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