Civic Intelligence

Meier Family Foundation

990PF • Fiscal year 2025 • EIN 20-8762273

Jan 01, 2025 to Dec 31, 2025 • Filed on Feb 23, 2026

Organization Profile
W233n2080 Ridgeview Pkwy 301Waukesha, WI 53188

(262) 544-4899

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$5,525,977

Up $173,655 (+3.2%) from 2024

Net Assets

Up

$5,525,977

Up $173,655 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$578,960

Up $209,498 (+57%) from 2024

Expenses

Down

$405,305

Down $27,479 (-6.3%) from 2024

Net Income

Up

$173,655

Up $236,977 (+374%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,632,970Liabilities 2010: $22,514Net Assets 2010: $4,610,4562010Assets 2011: $4,608,457Liabilities 2011: $02011Assets 2012: $4,674,277Liabilities 2012: $02012Assets 2013: $4,655,942Liabilities 2013: $02013Assets 2014: $4,899,291Liabilities 2014: $02014Assets 2015: $5,936,911Liabilities 2015: $02015Assets 2017: $5,669,394Liabilities 2017: $0Net Assets 2017: $5,669,3942017Assets 2018: $5,638,367Liabilities 2018: $0Net Assets 2018: $5,638,3672018Assets 2019: $5,621,293Liabilities 2019: $0Net Assets 2019: $5,621,2932019Assets 2020: $5,564,762Liabilities 2020: $0Net Assets 2020: $5,564,7622020Assets 2021: $5,701,499Liabilities 2021: $0Net Assets 2021: $5,701,4992021Assets 2022: $5,396,540Liabilities 2022: $0Net Assets 2022: $5,396,5402022Assets 2023: $5,441,637Liabilities 2023: $0Net Assets 2023: $5,441,6372023Assets 2024: $5,352,322Liabilities 2024: $0Net Assets 2024: $5,352,3222024Assets 2025: $5,525,977Liabilities 2025: $0Net Assets 2025: $5,525,9772025

Highlighted filing

2025

Assets$5,525,977
Liabilities$0
Net Assets$5,525,977
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $299,8942010Revenue 2011: $308,416Expenses 2011: $335,882Net Income 2011: -$27,4662011Revenue 2012: $356,992Expenses 2012: $300,397Net Income 2012: $56,5952012Revenue 2013: $313,891Expenses 2013: $332,788Net Income 2013: -$18,8972013Revenue 2014: $528,158Expenses 2014: $354,153Net Income 2014: $174,0052014Revenue 2015: $1,376,674Expenses 2015: $354,705Net Income 2015: $1,021,9692015Revenue 2017: $275,198Expenses 2017: $328,448Net Income 2017: -$53,2502017Revenue 2018: $284,743Expenses 2018: $343,448Net Income 2018: -$58,7052018Revenue 2019: $305,439Expenses 2019: $322,387Net Income 2019: -$16,9482019Revenue 2020: $302,890Expenses 2020: $359,421Net Income 2020: -$56,5312020Revenue 2021: $500,236Expenses 2021: $363,499Net Income 2021: $136,7372021Revenue 2022: $320,463Expenses 2022: $625,422Net Income 2022: -$304,9592022Revenue 2023: $429,905Expenses 2023: $384,808Net Income 2023: $45,0972023Revenue 2024: $369,462Expenses 2024: $432,784Net Income 2024: -$63,3222024Revenue 2025: $578,960Expenses 2025: $405,305Net Income 2025: $173,6552025

Highlighted filing

2025

Revenue$578,960
Expenses$405,305
Net Income$173,655
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 23, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARLENE MEIERPresident-$0--
MARSHALL MEIERVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN CANCER SOCIETYSUPPORT MAINTENANCE AT GERDIN HOPE LODGE-ATLANTA, GA, US$30,000
Paid GrantCOVENANT HOUSEGENERAL-MILWAUKEE, WI, US$25,000
Paid GrantHUNGER TASK FORCEGENERAL-WEST MILWAUKEE, WI, US$25,000
Paid GrantNO KID HUNGRY BY SHARE OUR STRENGTHGENERAL-WASHINGTON, DC, US$25,000
Paid GrantDISCOVERY WORLD LTDGENERAL-MILWAUKEE, WI, US$20,000
Paid GrantEXCHANGE CLUB OF CULVER CITY CHARITABLE FOUNDATIONSUPPORT PULPFICTION COMIC BOOK STORE-CULVER CITY, CA, US$20,000
Paid GrantHORIZON HOME CARE AND HOSPICEKATHY HOSPICE-MILWAUKEE, WI, US$20,000
Paid GrantMENTAL HEALTH AMERICA OF WISCONSINGENERAL-MILWAUKEE, WI, US$20,000
Paid GrantRED CROSSWISCONSIN FLOODS-WASHINGTON, DC, US$20,000
Paid GrantTHE WOMEN'S CENTERGENERAL-WAUKESHA, WI, US$20,000
Paid GrantWOMEN AND GIRLS FUND OF WAUKESHA COUNTYGENERAL-WAUKESHA, WI, US$20,000
Paid Grant4TH DIMENSION SOCIETYGENERAL-MILWAUKEE, WI, US$10,000
Paid GrantEASTERN STATE PENITENTIARY HISTORIC SITESARA JANE ELK FUND FOR HISTORIC PRESERVATION-PHILADELPHIA, PA, US$10,000
Paid GrantFOOD PANTRY OF WAUKESHA COUNTYGENERAL-WAUKESHA, WI, US$10,000
Paid GrantJDRF WISCONSIN CHAPTERGENERAL-MENASHA, WI, US$10,000
Paid GrantMARCUS CENTER FOR THE PERFORMING ARTSCOMMUNITY OUTREACH PROGRAMMING-MILWAUKEE, WI, US$10,000
Paid GrantMILWAUKEE ART MUSEUMGENERAL-MILWAUKEE, WI, US$10,000
Paid GrantUNITED PERFORMING ARTS FUNDGENERAL-MILWAUKEE, WI, US$10,000
Paid GrantURBAN ECOLOGY CENTERGENERAL-MILWAUKEE, WI, US$10,000
Paid GrantWAUKESHA COUNTY COMMUNITY FOUNDATIONGENERAL-WAUKESHA, WI, US$10,000
Paid GrantWORLD VISIONGENERAL-FEDERAL WAY, WA, US$10,000
Paid GrantAMERICARESLA WILDFIRE RESPONSE-STAMFORD, CT, US$10,000
Paid GrantMCCALLUM THEATREGENERAL-PALM DESERT, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Meier Family Foundation
EIN
20-8762273
Phone
2625444899
Address
W233N2080 RIDGEVIEW PKWY 301, WAUKESHA, WI 53188

Signing Officer

Name
Arlene Meier
Title
President
Phone
2625444899
Signed
2026-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Dja Cpas Sc
Address
W233 N2080 RIDGEVIEW PARKWAY STE, 301, WAUKESHA, WI 53188
Preparer
Rick C Steiner CPA
Phone
2625444899
Raw XML AppendixShowing 400 of 704 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/GainsMinusExcessOrLossesAmt1020508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1224820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-3669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1725427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18107937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1943955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2017809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2357728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt051901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2126733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt318738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt468264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt613077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt934740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1040548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1293126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1323471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1421371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16129746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1738548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18154366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1962155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2025186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2228393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2357728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JPMORGAN BETABUILDERS EUROPE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD MORTGAGE-BACKED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD MORTGAGE-BACKED SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES 7-10 YEAR TREASURY B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JPMORGAN BETABUILDERS JAPAN ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JPMORGAN BETABUILDERS JAPAN ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JPMORGAN BETABUILDERS CANADA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JPMORGAN BETABUILDERS CANADA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PIMCO MRTG OPP & BND-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SIX CIRCLES US UNCONSTR EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SIX CIRCLES US UNCONSTR EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SIX CIRCLES INTL UNCON EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SIX CIRCLES INTL UNCON EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14SIX CIRCLES GLOBAL BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SIX CIRCLES MULTI-STRAT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16SIX CIRCLES CREDIT OPPORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17SPDR S&P 500 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SPDR S&P 500 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SPDR S&P 500 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SPDR S&P 500 ETF TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VANGUARD TTL INTL BND-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22VANGUARD INT-TERM CORPORATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0337150
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0173655
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05525977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05352322
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05525977
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0347938
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0347938
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0347938
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0355974
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08036
IRS990PF/DistributableAmountGrp/TotalTaxAmt08036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05160
IRS990PF/FMVAssetsEOYAmt07436503
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0216586
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt076380
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt076380
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02646010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02591145
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02494850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02148157
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02230726
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04227199
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0341569
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0437512
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0448325
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05352322
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05525977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05352322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05525977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07436503
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05352322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05525977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05352322
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05525977
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0190214
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0189749
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07227893
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0107040
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07120853
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0108418
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0355974
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07119475
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07227893
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARLENE MEIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARSHALL MEIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0N53 W34378 ROAD Q
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1N53 W34378 ROAD Q
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OKAUCHEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OKAUCHEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0360000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0360000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JP MORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 S DEARBORN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08668885157
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,525,977
Liabilities
$0
Net assets
$5,525,977
Revenue
$578,960
Expenses
$405,305
Net income
$173,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.58$0.41$0.17
2024Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.37$0.43$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.43$0.38$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.32$0.63$0.30
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.50$0.36$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.30$0.36$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.31$0.32$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.28$0.34$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.28$0.33$0.05
2015Summary only. Only limited summary data is available for this year.$5.94$0.00$1.38$0.35$1.02
2014Summary only. Only limited summary data is available for this year.$4.90$0.00$0.53$0.35$0.17
2013Summary only. Only limited summary data is available for this year.$4.66$0.00$0.31$0.33$0.02
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$0.36$0.30$0.06
2011Summary only. Only limited summary data is available for this year.$4.61$0.00$0.31$0.34$0.03
2010Detailed filing. Detailed filing data is available for this year.$4.63$0.02$4.61$0.30