Civic Intelligence

Grafton Medical Foundation Inc.

990PF • Fiscal year 2012 • EIN 23-7054743

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 12, 2013

PO Box 10453024-0104
Siviq Scores

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

Liabilities / Assets

74th percentile

0.05x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$103,938

No earlier filing loaded for comparison.

Net Assets

$98,938

No earlier filing loaded for comparison.

Liabilities

$5,000

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$5,952

No earlier filing loaded for comparison.

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.

$150K$100K$50K$0Assets 2012: $103,938Liabilities 2012: $5,000Net Assets 2012: $98,9382012Assets 2013: $104,668Liabilities 2013: $7,500Net Assets 2013: $97,1682013Assets 2014: $121,161Liabilities 2014: $15,561Net Assets 2014: $105,6002014Assets 2015: $118,130Liabilities 2015: $16,365Net Assets 2015: $101,7652015Assets 2016: $119,660Liabilities 2016: $24,361Net Assets 2016: $95,2992016Assets 2017: $109,401Liabilities 2017: $20,073Net Assets 2017: $89,3282017Assets 2018: $116,612Liabilities 2018: $7,705Net Assets 2018: $108,9072018Assets 2019: $108,807Liabilities 2019: $8,092Net Assets 2019: $100,7152019Assets 2021: $92,166Liabilities 2021: $8,000Net Assets 2021: $84,1662021Assets 2022: $98,337Liabilities 2022: $13,269Net Assets 2022: $85,0682022

Highlighted filing

2012

Assets$103,938
Liabilities$5,000
Net Assets$98,938

Operations Trend

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

$20K$10K$0-$10KExpenses 2012: $5,9522012Revenue 2013: $3,885Expenses 2013: $6,925Net Income 2013: -$3,0402013Revenue 2014: $14,424Expenses 2014: $6,992Net Income 2014: $7,4322014Revenue 2015: $3,137Expenses 2015: $6,972Net Income 2015: -$3,8352015Revenue 2016: $484Expenses 2016: $6,950Net Income 2016: -$6,4662016Revenue 2017: $692Expenses 2017: $6,663Net Income 2017: -$5,9712017Revenue 2018: $58Expenses 2018: $6,951Net Income 2018: -$6,8932018Revenue 2019: -$705Expenses 2019: $7,487Net Income 2019: -$8,1922019Revenue 2021: $968Expenses 2021: $8,310Net Income 2021: -$7,3422021Revenue 2022: $1,203Expenses 2022: $301Net Income 2022: $9022022

Highlighted filing

2012

Revenue-
Expenses$5,952
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 12, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN KLETTIPres DirectorPT$0--
PAUL MALLOYSec DirectorPT$0--
RICHARD HEDRICKDirectorPT$0--
STEPHEN ROSSMEISSLVP DirectorPT$0--
ALFRED KOHLWEYDirectorPT$0--
EDWARD SCHMIDTDirectorPT$0--
DAVID EBERHARDTDirectorPT$0--
GENE SCHMIDTDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPN/ALA CROSSE, WI, US$1,000
Paid GrantCONCORDIA UNIVERSITYSCHOLARSHIPN/AMEQUON, WI, US$1,000
Paid Grant-SCHOLARSHIPN/AGRAFTON, WI, US$1,000
Paid Grant-SCHOLARSHIPN/AGRAFTON, WI, US$1,000
Paid Grant-SCHOLARSHIPN/AGRAFTON, WI, US$500
Paid Grant-SCHOLARSHIPN/ASAUKVILLE, WI, US$500
Filing and Contact Details

Filer

EIN
23-7054743
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
CompensationExplanation/Compensation/PersonName0ALAN KLETTI
CompensationExplanation/Compensation/PersonName1PAUL MALLOY
CompensationExplanation/Compensation/PersonName2RICHARD HEDRICK
CompensationExplanation/Compensation/PersonName3STEPHEN ROSSMEISSL
CompensationExplanation/Compensation/PersonName4ALFRED KOHLWEY
CompensationExplanation/Compensation/PersonName5EDWARD SCHMIDT
CompensationExplanation/Compensation/PersonName6DAVID EBERHARDT
CompensationExplanation/Compensation/PersonName7GENE SCHMIDT
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue049950
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV059800
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0UNION CARB CORP DEB 7.75% 10/1/2096
InvestmentsOtherSchedule2/InvestmentsOther/BookValue040000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV041078
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome03880
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0ALEXIA CHOPP-DISQUALIFIED
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome01000
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome04880
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA04880
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome03928
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss05000
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm03880
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02928
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0172
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome04880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps05000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss05952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome03880
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses04880
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0952
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0952
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IRS990PF/BalanceSheets/AccountsPayableEOY05000
IRS990PF/BalanceSheets/CashBOY056061
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY06000
IRS990PF/BalanceSheets/TotalLiabilitiesEOY05000
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0112485
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0106485
IRS990PF/BalanceSheets/TotalNetAssetsEOY098938
IRS990PF/BalanceSheets/UnrestrictedBOY0106485
IRS990PF/BalanceSheets/UnrestrictedEOY098938
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1072
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0105413
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0106485
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj05530
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALAN KLETTI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PAUL MALLOY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RICHARD HEDRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3STEPHEN ROSSMEISSL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ALFRED KOHLWEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5EDWARD SCHMIDT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6DAVID EBERHARDT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7GENE SCHMIDT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SEC DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VP DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7DIR
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053024
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO RESTRICTIONS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1 OF EACH YEAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CONCORDIA UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ELIZABETH OLSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1TERESA SCHMELING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2MARIE TOBIANSKI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3EMILY MONTAINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4LISA CHIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101020 GROVE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11720 ULAO PKWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1212800 N LAKE SHORE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13177 CEDAR SAUK ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141220 5TH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15559 GREENFIELD DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LA CROSSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GRAFTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MEQUON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAUKVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4GRAFTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5GRAFTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode054601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253092
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353080
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode553024
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear05530
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05530
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10971
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03441
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02470
IRS990PF/UndistributedIncome/ExcessFromYear10971
IRS990PF/UndistributedIncome/QualifyingDistributions08000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02470
IRS990PF/UndistributedIncome/TotalCorpus03441
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0971
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome01000
OtherIncomeSchedule2/OtherIncome/Description0ALEXIA CHOPP-DISQUALIFIED
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01000
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome0780
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0780
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0780
TaxesSchedule/Taxes/AdjustedNetIncome0172
TaxesSchedule/Taxes/Amount0172
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/NetInvestmentIncome0172
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237054743
ReturnHeader/Filer/Name/BusinessNameLine10GRAFTON MEDICAL FOUNDATION
ReturnHeader/Filer/NameControl0GRAF
ReturnHeader/Filer/Phone02623774125
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 104
ReturnHeader/Filer/USAddress/City0GRAFTON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0530240104
ReturnHeader/Officer/DateSigned02013-08-12
ReturnHeader/Officer/Name0ALAN KLETTI
ReturnHeader/Officer/Phone02623774125
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-08-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SUSAN J SEHMER CPA LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101990 WISCONSIN AVE FL 2
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GRAFTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0530242601
ReturnHeader/Preparer/Name0SUSAN PUTTERMAN
ReturnHeader/Preparer/Phone02623777595
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-19T10:22:36-05:00

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