Civic Intelligence

Malu Ltd.

990PF • Fiscal year 2016 • EIN 23-7050162

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

5th percentile

-165%

Higher net margin than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$2,800

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-7.9%

Faster asset growth than 30% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$342,979

Down $29,305 (-7.9%) from 2015

Net Assets

Down

$342,979

Down $29,305 (-7.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$18,368

Down $6,181 (-25%) from 2015

Expenses

Down

$48,610

Down $137 (-0.3%) from 2015

Net Income

Down

-$30,242

Down $6,044 (-25%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$342,979
Liabilities$0
Net Assets$342,979
Open 2016 Filing

Operations Trend

Revenue Growth21st 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

2016

Revenue$18,368
Expenses$48,610
Net Income-$30,242
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE R LUEDERSVice Pres, Asst Secretary-$2,800-$2,800
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULESEE ATTACHED-SEE ATTACHED SCHEDULE, WI, US$45,000
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
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Wayne R Lueders
Phone
4142712400
Raw XML Appendix353 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0210860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0857327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITY ETFS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt079262
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt079988
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019315
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1179
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0103
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0129
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt018239
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0129
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt018368
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02650
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019315
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019315
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30242
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1179
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019052
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0129
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0216
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt018368
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02744
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt041179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0$40,000 US TREASURY NOTE, 3.25%, 5/31/16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1179
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30242
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0937
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0342979
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0372284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0342979
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048070
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0381
IRS990PF/DistributableAmountGrp/TotalTaxAmt0381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt0990184
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt042
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt060
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt042
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt042
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0225246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0225246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0871725
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt025987
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038429
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038429
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0372284
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0342979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0990184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0372284
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0342979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0372284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0342979
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0120991
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt079262
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt079988
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0976033
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt054102
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0921931
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014640
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048070
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0961393
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0976033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt32800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HARRY L WALLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY ANN FRANTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID R FRANTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WAYNE R LUEDERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ERIN L RODGERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ERIC L FRANTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02204 WEST CHARTER MALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15822 SW DELKER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25822 SW DELKER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/O FOLEY LARDNER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42101 N URSALA ST APT 313
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt516698 CANBY WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MEQUON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TUALATIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TUALATIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4AURORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd480095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd580023
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt049047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt049238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt047746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt047760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt038744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt038755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt038403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0961393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0956156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0926736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0826433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0742734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0703967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt047744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255083
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047744
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047744
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt047744
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0EXCISE TAX REFUND
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
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/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS TO TAX-EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt045000
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/AppliedToCurrentYearAmt047689
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03973
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03973
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05184
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02924
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047744
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09157
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09102
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0REIMBURSEMENT OF ATTORNEY DISB
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt094
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt094
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0129
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0937
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX COST ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/Amt1216
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0216
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE R LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId096AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220171325000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0151.153.1.1
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/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE R LUEDERS
ReturnHeader/ReturnTs02017-05-12T12:59:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,979
Liabilities
$0
Net assets
$342,979
Revenue
$18,368
Expenses
$48,610
Net income
-$30,242
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits