Civic Intelligence

Albert J and Flora H Ellinger Foundation Inc.

990PF • Fiscal year 2015 • EIN 23-7098671

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 30, 2015

PO Box 2980Milwaukee, WI 53201

(414) 287-8700

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

53rd percentile

0.8%

Faster asset growth than 53% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,513,826

Up $11,692 (+0.8%) from 2014

Net Assets

Up

$1,513,826

Up $11,692 (+0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$95,856

Down $25,118 (-21%) from 2014

Expenses

Up

$84,164

Up $10,409 (+14%) from 2014

Net Income

Down

$11,692

Down $35,527 (-75%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,481,361Liabilities 2011: $0Net Assets 2011: $1,481,3612011Assets 2012: $1,458,349Liabilities 2012: $0Net Assets 2012: $1,458,3492012Assets 2013: $1,454,915Liabilities 2013: $0Net Assets 2013: $1,454,9152013Assets 2014: $1,502,134Liabilities 2014: $0Net Assets 2014: $1,502,1342014Assets 2015: $1,513,826Liabilities 2015: $0Net Assets 2015: $1,513,8262015Assets 2016: $1,526,181Liabilities 2016: $0Net Assets 2016: $1,526,1812016Assets 2017: $1,532,056Liabilities 2017: $0Net Assets 2017: $1,532,0562017Assets 2018: $1,580,423Liabilities 2018: $0Net Assets 2018: $1,580,4232018Assets 2019: $1,534,762Liabilities 2019: $0Net Assets 2019: $1,534,7622019Assets 2020: $1,520,762Liabilities 2020: $0Net Assets 2020: $1,520,7622020Assets 2021: $1,546,134Liabilities 2021: $0Net Assets 2021: $1,546,1342021Assets 2022: $1,635,556Liabilities 2022: $0Net Assets 2022: $1,635,5562022Assets 2023: $1,655,552Liabilities 2023: $0Net Assets 2023: $1,655,5522023Assets 2024: $1,742,815Liabilities 2024: $0Net Assets 2024: $1,742,8152024

Highlighted filing

2015

Assets$1,513,826
Liabilities$0
Net Assets$1,513,826

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $92,9522011Expenses 2012: $87,2482012Expenses 2013: $85,1412013Revenue 2014: $120,974Expenses 2014: $73,755Net Income 2014: $47,2192014Revenue 2015: $95,856Expenses 2015: $84,164Net Income 2015: $11,6922015Revenue 2016: $135,056Expenses 2016: $122,702Net Income 2016: $12,3542016Revenue 2017: $117,407Expenses 2017: $111,532Net Income 2017: $5,8752017Revenue 2018: $168,388Expenses 2018: $120,022Net Income 2018: $48,3662018Revenue 2019: $89,011Expenses 2019: $132,600Net Income 2019: -$43,5892019Revenue 2020: $95,608Expenses 2020: $109,634Net Income 2020: -$14,0262020Revenue 2021: $143,481Expenses 2021: $118,109Net Income 2021: $25,3722021Revenue 2022: $125,564Expenses 2022: $123,220Net Income 2022: $2,3442022Revenue 2023: $74,360Expenses 2023: $54,288Net Income 2023: $20,0722023Revenue 2024: $210,681Expenses 2024: $123,419Net Income 2024: $87,2622024

Highlighted filing

2015

Revenue$95,856
Expenses$84,164
Net Income$11,692
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 30, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
-Secretary/Treasurer-$0--
-Director-$0--
Filing and Contact Details

Filer

Filer Name
Albert J & Flora H Ellinger Foundation
EIN
23-7098671
Phone
4142878700
Address
PO Box 2980, Milwaukee, WI 53201

Signing Officer

Name
James Holcomb
Title
President
Phone
4142878700
Signed
2015-11-30

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Richard Stendler
Phone
4148153956
Raw XML Appendix314 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/BusinessName/BusinessNameLine1Txt0James Holcomb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Patric Condon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Victor Schultz
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O MI Trust CO 111 E Kilbourn Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1735 North Water St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2111 East Kilbourn Ave Suite 200
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 E KILBOURN AVE SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA ATTN DEIRDRE SNY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142878700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0111 E KILBOURN AVE SUITE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt061750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 E KILBOURN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061750
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/AppliedToCurrentYearAmt02090
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt061577
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0100971
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063667
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098881
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt061577
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CORP FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEE REBATES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0386
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0386
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017248
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK NA INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017248
TaxesSchedule/TaxesDetail/Amt02084
TaxesSchedule/TaxesDetail/Amt1762
TaxesSchedule/TaxesDetail/Amt2403
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PRIOR YEAR EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0403
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HOLCOMB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878700
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Albert J & Flora H Ellinger Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0237098671
ReturnHeader/Filer/PhoneNum04142878700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2980
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04148153956
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD STENDLER
ReturnHeader/ReturnTs02015-12-11T10:14:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.21$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.07$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.13$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.14$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.17$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.12$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.14$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.09