Civic Intelligence

Malu Ltd.

990PF • Fiscal year 2015 • EIN 23-7050162

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization Profile
777 EAST WISCONSIN AVE Suite 3500Milwaukee, WI 53202-5306

(414) 297-5115

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

7th percentile

-99%

Higher net margin than 7% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$2,896

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

32nd percentile

-6.1%

Faster asset growth than 32% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$372,284

Down $24,199 (-6.1%) from 2014

Net Assets

Down

$372,284

Down $24,199 (-6.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Up

$24,549

Up $4,656 (+23%) from 2014

Expenses

Down

$48,747

Down $398 (-0.8%) from 2014

Net Income

Up

-$24,198

Up $5,054 (+17%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $396,483Liabilities 2014: $0Net Assets 2014: $396,4832014Assets 2015: $372,284Liabilities 2015: $0Net Assets 2015: $372,2842015Assets 2016: $342,979Liabilities 2016: $0Net Assets 2016: $342,9792016Assets 2017: $301,276Liabilities 2017: $0Net Assets 2017: $301,2762017Assets 2018: $262,847Liabilities 2018: $0Net Assets 2018: $262,8472018Assets 2019: $701,450Liabilities 2019: $0Net Assets 2019: $701,4502019Assets 2020: $864,883Liabilities 2020: $0Net Assets 2020: $864,8832020Assets 2021: $967,221Liabilities 2021: $0Net Assets 2021: $967,2212021Assets 2022: $896,368Liabilities 2022: $0Net Assets 2022: $896,3682022Assets 2023: $1,874,212Liabilities 2023: $0Net Assets 2023: $1,874,2122023Assets 2024: $1,792,089Liabilities 2024: $0Net Assets 2024: $1,792,0892024

Highlighted filing

2015

Assets$372,284
Liabilities$0
Net Assets$372,284
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $19,893Expenses 2014: $49,145Net Income 2014: -$29,2522014Revenue 2015: $24,549Expenses 2015: $48,747Net Income 2015: -$24,1982015Revenue 2016: $18,368Expenses 2016: $48,610Net Income 2016: -$30,2422016Revenue 2017: $22,716Expenses 2017: $63,484Net Income 2017: -$40,7682017Revenue 2018: $25,298Expenses 2018: $63,727Net Income 2018: -$38,4292018Revenue 2019: $508,445Expenses 2019: $69,841Net Income 2019: $438,6042019Revenue 2020: $240,421Expenses 2020: $77,106Net Income 2020: $163,3152020Revenue 2021: $171,280Expenses 2021: $69,317Net Income 2021: $101,9632021Revenue 2022: $1,034Expenses 2022: $71,749Net Income 2022: -$70,7152022Revenue 2023: $1,089,223Expenses 2023: $111,905Net Income 2023: $977,3182023Revenue 2024: $56,428Expenses 2024: $139,004Net Income 2024: -$82,5762024

Highlighted filing

2015

Revenue$24,549
Expenses$48,747
Net Income-$24,198
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE R LUEDERSVice Pres, Asst Secretary-$2,896-$2,896
HARRY L WALLACEPresident, Director-$0--
MARY ANN FRANTZSecretary, Treasurer, Director-$0--
DAVID R FRANTZAsst Sec, Asst Treas, Director-$0--
ERIN L RODGERSDirector-$0--
ERIC L FRANTZDirector-$0--
Filing and Contact Details

Filer

Filer Name
Malu Ltd
EIN
23-7050162
In Care Of
% WAYNE R LUEDERS
Phone
4142975115
Address
777 EAST WISCONSIN AVE Suite 3500, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Wayne R Lueders
Title
Vice President
Phone
4142975786
Signed
2016-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Wayne R Lueders
Phone
4142975786
Raw XML Appendix345 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, TREASURER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ASST SEC, ASST TREAS, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRES, ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.261078
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047746
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047746
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt047746
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0EXCISE TAX REFUND.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532025306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WAYNE R LUEDERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142975786
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PARTICULAR FORM IS REQUIRED, BUT APPLICATIONS SHOULD BE IN WRITING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WAYNE R LUEDERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142712400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0FOLEYLARDNER LLP 777 E WISCONSIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0532025306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE ORGANIZATION'S PRESENT PLANS PRECLUDE EXTENSIVE CONSIDERATION OF UNSOLICITED REQUESTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HARRY L WALLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt047337
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05170
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09102
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03973
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047746
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0409
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014272
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013863
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0600
TaxesSchedule/TaxesDetail/Amt0600
TaxesSchedule/TaxesDetail/Amt1223
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0223
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE R LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MALU LTD
ReturnHeader/Filer/BusinessNameControlTxt0MALU
ReturnHeader/Filer/EIN0237050162
ReturnHeader/Filer/InCareOfNm0% WAYNE R LUEDERS
ReturnHeader/Filer/PhoneNum04142975115
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 EAST WISCONSIN AVE Suite 3500
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142975786
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE R LUEDERS
ReturnHeader/ReturnTs02016-05-12T16:58:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,284
Liabilities
$0
Net assets
$372,284
Revenue
$24,549
Expenses
$48,747
Net income
-$24,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.06$0.14$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$1.09$0.11$0.98
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.17$0.07$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.24$0.08$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.51$0.07$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.03$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.02$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02$0.05$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.02$0.05$0.03