Civic Intelligence

Albert J and Flora H Ellinger Foundation Inc.

990PF • Fiscal year 2016 • EIN 23-7098671

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 01, 2016

Organization Profile
PO Box 2977Milwaukee, WI 53201

(414) 287-8700

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

66th percentile

9.1%

Higher net margin than 66% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

41%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,526,181

Up $12,355 (+0.8%) from 2015

Net Assets

Up

$1,526,181

Up $12,355 (+0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin66th percentile

Revenue

Up

$135,056

Up $39,200 (+41%) from 2015

Expenses

Up

$122,702

Up $38,538 (+46%) from 2015

Net Income

Up

$12,354

Up $662 (+5.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

2016

Assets$1,526,181
Liabilities$0
Net Assets$1,526,181
Open 2016 Filing

Operations Trend

Revenue Growth86th percentile

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

2016

Revenue$135,056
Expenses$122,702
Net Income$12,354
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

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 2977, Milwaukee, WI 53201

Signing Officer

Name
James Holcomb
Title
President
Phone
4142878700
Signed
2016-12-01

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Beth Schroeder Ea
Phone
4148153684
Raw XML Appendix312 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/BusinessNameLine1Txt1Patric Condon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Victor Schultz
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt117860 Lisa Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2935 Auburn Ct
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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/Amt0103250
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/TotalGrantOrContriPdDurYrAmt0103250
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/AppliedToCurrentYearAmt05269
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt098881
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096176
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0104150
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt090907
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt098881
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEE REBATES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0336
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0336
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1520
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK NA INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016588
TaxesSchedule/TaxesDetail/Amt01044
TaxesSchedule/TaxesDetail/Amt1520
TaxesSchedule/TaxesDetail/Amt2400
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt1REFUND APPLIED AS EST
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0400
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HOLCOMB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Albert J & Flora H Ellinger Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0237098671
ReturnHeader/Filer/PhoneNum04142878700
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2977
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153684
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH SCHROEDER EA
ReturnHeader/ReturnTs02016-12-02T12:47:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,526,181
Liabilities
$0
Net assets
$1,526,181
Revenue
$135,056
Expenses
$122,702
Net income
$12,354
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