Civic Intelligence

The Price Foundation Charitable Trust

990PF • Fiscal year 2023 • EIN 20-6765721

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 16, 2024

Organization Profile
PO Box 316Grafton, WI 53024

(262) 408-8888

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

56th percentile

6.0%

Higher net margin than 56% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

2.5%

Faster asset growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

1.5%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$258,975

Up $6,280 (+2.5%) from 2022

Net Assets

Up

$258,975

Up $6,280 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin56th percentile

Revenue

Up

$106,512

Up $1,525 (+1.5%) from 2022

Expenses

Up

$100,163

Up $154 (+0.2%) from 2022

Net Income

Up

$6,349

Up $1,371 (+28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$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

2023

Assets$258,975
Liabilities$0
Net Assets$258,975
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$106,512
Expenses$100,163
Net Income$6,349
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 16, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
The Price Foundation Charitable Trust
EIN
20-6765721
In Care Of
% Judith Price
Address
PO Box 316, Grafton, WI 53024

Signing Officer

Name
Judith Price
Title
President
Signed
2024-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Blau-Himmel LLC
Address
1833 Woodland Circle, Lake Geneva, WI 53147
Preparer
Gaylene A Stingl
Phone
2624088888
Raw XML Appendix347 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The State of Wisconsin does not require a copy of Form 990-PF to be filed with the Attorney Generals office because this foundation does not solicit contributions.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0810 shares of Ishares MSCI EAFE Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1520 shares of Tru Ishares Tr Russell 1000 Value Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2400 shares of Tru Ishares Tr Russell 1000 Growth Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3218 shares of Tru Ishares Tr Russell 2000 Value ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4100 shares of Tr SPDR SP Midcap 400 ETF
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bruce L Price
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judith A Price
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Thomas G Schendt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jacqueline Alt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Fr Michael Barrett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01762 Ulao Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11762 Ulao Parkway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217 Grafton Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32807 South 77th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt47152 N 41st Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Grafton
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chevy Chase
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3West Allis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Milwaukee
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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.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Bruce L Price and Judith A Price
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Education
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/BusinessNameLine1Txt1St Thomas More High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Dominican 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/RecipientUSAddress/AddressLine1Txt04257 N 100th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12601 E Morgan Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2120 E Silver Spring Drive
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053206
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253206
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
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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/AppliedToCurrentYearAmt018665
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt044390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0288928
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt081335
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081329
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt081335
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0326383
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0245048
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Bruce L and Judith A 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
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Tax Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03843
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03843
OtherDecreasesSchedule/OtherDecreasesDetail/Amt069
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior year taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0158
TaxesSchedule/TaxesDetail/Amt0158
TaxesSchedule/TaxesDetail/CategoryTxt070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0158
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Judith Price
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Price Foundation Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0PRIC
ReturnHeader/Filer/EIN0206765721
ReturnHeader/Filer/InCareOfNm0% Judith Price
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/PreparationDt02024-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gaylene A Stingl
ReturnHeader/ReturnTs02024-06-16T01:18:11-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Judith
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Price
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
$258,975
Liabilities
$0
Net assets
$258,975
Revenue
$106,512
Expenses
$100,163
Net income
$6,349
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