Civic Intelligence

Eppstein Uhen Tennessen Foundation Inc

990PF • Fiscal year 2012 • EIN 20-8080585

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 31, 2013

333 East Chicago Street53202
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$212,272

Up $22,381 (+12%) from 2011

Net Assets

Up

$212,272

Up $22,381 (+12%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$70,913

Up $4,935 (+7.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $189,891Liabilities 2011: $0Net Assets 2011: $189,8912011Assets 2012: $212,272Liabilities 2012: $0Net Assets 2012: $212,2722012Assets 2013: $288,850Liabilities 2013: $02013Assets 2014: $324,384Liabilities 2014: $0Net Assets 2014: $324,3842014Assets 2015: $379,418Liabilities 2015: $0Net Assets 2015: $379,4182015Assets 2016: $555,736Liabilities 2016: $0Net Assets 2016: $555,7362016Assets 2017: $757,444Liabilities 2017: $0Net Assets 2017: $757,4442017Assets 2018: $847,519Liabilities 2018: $0Net Assets 2018: $847,5192018Assets 2019: $1,101,766Liabilities 2019: $5,000Net Assets 2019: $1,096,7662019Assets 2020: $1,224,861Liabilities 2020: $0Net Assets 2020: $1,224,8612020Assets 2021: $2,504,833Liabilities 2021: $24,985Net Assets 2021: $2,479,8482021Assets 2022: $2,708,060Liabilities 2022: $0Net Assets 2022: $2,708,0602022Assets 2023: $2,924,556Liabilities 2023: $0Net Assets 2023: $2,924,5562023Assets 2024: $3,488,917Liabilities 2024: $0Net Assets 2024: $3,488,9172024

Highlighted filing

2012

Assets$212,272
Liabilities$0
Net Assets$212,272

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2011: $65,9782011Expenses 2012: $70,9132012Revenue 2013: $155,296Expenses 2013: $78,718Net Income 2013: $76,5782013Revenue 2014: $124,234Expenses 2014: $88,813Net Income 2014: $35,4212014Revenue 2015: $148,698Expenses 2015: $93,664Net Income 2015: $55,0342015Revenue 2016: $288,816Expenses 2016: $112,748Net Income 2016: $176,0682016Revenue 2017: $311,225Expenses 2017: $109,517Net Income 2017: $201,7082017Revenue 2018: $228,159Expenses 2018: $138,084Net Income 2018: $90,0752018Revenue 2019: $343,495Expenses 2019: $95,070Net Income 2019: $248,4252019Revenue 2020: $150,324Expenses 2020: $22,700Net Income 2020: $127,6242020Revenue 2021: $1,356,449Expenses 2021: $101,462Net Income 2021: $1,254,9872021Revenue 2022: $324,009Expenses 2022: $95,797Net Income 2022: $228,2122022Revenue 2023: $372,996Expenses 2023: $156,500Net Income 2023: $216,4962023Revenue 2024: $702,680Expenses 2024: $138,319Net Income 2024: $564,3612024

Highlighted filing

2012

Revenue-
Expenses$70,913
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 31, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG UHENPresident/Director-$0--
SAM EPPSTEINDirector-$0--
RICH TENNESSENVice President/Director-$0--
MATTHEW HALLTreasurer/Secretary/Direct-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOYS & GIRLS CLUB - MILWAUKEEUNRESTRICTED501(C)(3) PUBLIC CHAMILWAUKEE, WI, US$25,100
Paid GrantGOODMAN COMMUNITY CENTERUNRESTRICTED501(C)(3) PUBLIC CHAMADISON, WI, US$15,175
Filing and Contact Details

Filer

EIN
20-8080585
Raw XML Appendix367 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue02641
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1153638
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV02823
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1157797
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock050 SHARES T ROWE PRICE MID-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CHARLES SCHWAB #2591
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount032
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount03937
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount04114
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GREG UHEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SAM EPPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RICH TENNESSEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3MATTHEW HALL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2VICE PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TREASURER/SECRETARY/DIRECT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10333 EAST CHICAGO STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11333 EAST CHICAGO STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12333 EAST CHICAGO STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13333 EAST CHICAGO STREET
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IRS990PF/SupplementaryInformation/ContributingManager1SAM EPPSTEIN
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GOODMAN COMMUNITY CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BOYS & GIRLS CLUB - MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3) PUBLIC CHA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10149 WAUBESA ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111558 N 6TH ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153212
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear012477
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted012477
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1015656
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208168
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3034308
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4017742
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5049896
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5049896
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0104445
IRS990PF/UndistributedIncome/ExcessFromCurrentYear028571
IRS990PF/UndistributedIncome/ExcessFromYear1015656
IRS990PF/UndistributedIncome/ExcessFromYear208168
IRS990PF/UndistributedIncome/ExcessFromYear3034308
IRS990PF/UndistributedIncome/ExcessFromYear4017742
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions041048
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus028571
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0154341
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0125770
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0BANK FEES
OtherExpensesSchedule/OtherExpenses/Description12012 BIKE RIDE FUNDRAISING EVENT - COUNTRY SPRINGS HOTEL
OtherExpensesSchedule/OtherExpenses/Description22012 BIKE RIDE FUNDRAISING EVENT - T-SHIRTS
OtherExpensesSchedule/OtherExpenses/Description32012 BIKE RIDE FUNDRAISING EVENT - REST STOP AREAS
OtherExpensesSchedule/OtherExpenses/Description42012 BIKE RIDE FUNDRAISING EVENT - SHERIFF
OtherExpensesSchedule/OtherExpenses/Description52012 BIKE RIDE FUNDRAISING EVENT - RESTROOMS
OtherExpensesSchedule/OtherExpenses/Description62012 BIKE RIDE FUNDRAISING EVENT - MILEAGE FOR VOLUNTEERS
OtherExpensesSchedule/OtherExpenses/Description72012 BIKE RIDE FUNDRAISING EVENT - SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description82012 BIKE RIDE FUNDRAISING EVENT - BAGS FOR RIDERS
OtherExpensesSchedule/OtherExpenses/Description9CREDIT CARD VENDOR FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0223
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps40
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps50
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps60
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps70
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps80
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps90
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0224
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome40
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome50
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome60
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome70
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome80
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome90
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0447
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110032
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks212897
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks41300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks5628
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks6264
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks7532
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks8571
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks92667
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0208080585
ReturnHeader/Filer/Name/BusinessNameLine10THE EPPSTEIN UHEN FOUNDATION INC
ReturnHeader/Filer/NameControl0EPPS
ReturnHeader/Filer/Phone04142715350
ReturnHeader/Filer/USAddress/AddressLine10333 EAST CHICAGO STREET
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053202
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-10-31
ReturnHeader/Officer/Name0MATTHEW HALL
ReturnHeader/Officer/Phone04142715350
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-10-31
ReturnHeader/PreparerFirm/EIN0390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010000 INNOVATION DRIVE SUITE 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0532264837
ReturnHeader/Preparer/Name0LAURIE A WESTON CPA
ReturnHeader/Preparer/Phone04144319300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T12:31:52-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.70$0.14$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.37$0.16$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.32$0.10$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.02$2.48$1.36$0.10$1.25
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.15$0.02$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.01$1.10$0.34$0.10$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.23$0.14$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.31$0.11$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.29$0.11$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.15$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.12$0.09$0.04
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.16$0.08$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.07