Civic Intelligence

Judd S Alexander Foundation Inc.

990PF • Fiscal year 2017 • EIN 23-7323721

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 02, 2017

500 First St Ste 10Wausau, WI 54402-2137

(715) 845-4556

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.34x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

6th percentile

-43%

Higher net margin than 6% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$9,000

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

46th percentile

4.4%

Faster asset growth than 46% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-81%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$50,177,765

Up $2,115,605 (+4.4%) from 2016

Net Assets

Up

$49,607,086

Up $2,553,804 (+5.4%) from 2016

Liabilities

Down

$570,679

Down $438,199 (-43%) from 2016

Revenue

Down

$1,699,549

Down $7,096,614 (-81%) from 2016

Expenses

Down

$2,428,369

Down $301,919 (-11%) from 2016

Net Income

Down

-$728,820

Down $6,794,695 (-112%) from 2016

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2012: $41,022,233Liabilities 2012: $1,271,620Net Assets 2012: $39,750,6132012Assets 2013: $46,247,956Liabilities 2013: $1,403,002Net Assets 2013: $44,844,9542013Assets 2016: $48,062,160Liabilities 2016: $1,008,878Net Assets 2016: $47,053,2822016Assets 2017: $50,177,765Liabilities 2017: $570,679Net Assets 2017: $49,607,0862017Assets 2018: $54,348,890Liabilities 2018: $3,211,825Net Assets 2018: $51,137,0652018Assets 2021: $70,063,124Liabilities 2021: $1,648,167Net Assets 2021: $68,414,9572021Assets 2022: $59,001,757Liabilities 2022: $1,004,381Net Assets 2022: $57,997,3762022Assets 2023: $65,168,043Liabilities 2023: $866,023Net Assets 2023: $64,302,0202023Assets 2024: $67,756,426Liabilities 2024: $1,152,883Net Assets 2024: $66,603,5432024

Highlighted filing

2017

Assets$50,177,765
Liabilities$570,679
Net Assets$49,607,086

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $1,947,4972012Expenses 2013: $1,797,6232013Revenue 2016: $8,796,163Expenses 2016: $2,730,288Net Income 2016: $6,065,8752016Revenue 2017: $1,699,549Expenses 2017: $2,428,369Net Income 2017: -$728,8202017Revenue 2018: $2,974,387Expenses 2018: $4,881,235Net Income 2018: -$1,906,8482018Revenue 2021: $3,648,951Expenses 2021: $1,556,710Net Income 2021: $2,092,2412021Revenue 2022: $4,244,616Expenses 2022: $2,568,062Net Income 2022: $1,676,5542022Revenue 2023: $3,029,397Expenses 2023: $3,455,378Net Income 2023: -$425,9812023Revenue 2024: $1,702,073Expenses 2024: $3,833,505Net Income 2024: -$2,131,4322024

Highlighted filing

2017

Revenue$1,699,549
Expenses$2,428,369
Net Income-$728,820
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 2, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY W FREELSPresidentPT$9,000-$9,000
LON E ROBERTSTreasurer/Secretary-$9,000-$9,000
DWIGHT E DAVISDirector, V.P-$9,000-$9,000
JOHN DUDLEYDirector-$9,000-$9,000
Filing and Contact Details

Filer

Filer Name
Judd S Alexander Foundation Inc
EIN
23-7323721
Phone
7158454556
Address
500 FIRST ST STE 10, WAUSAU, WI 54402-2137

Signing Officer

Name
Gary W Freels
Title
President
Phone
7158454556
Signed
2017-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Schenck Sc
Address
PO BOX 23819, GREEN BAY, WI 54305-3819
Preparer
James a Olson
Phone
9204367800
Raw XML AppendixShowing 400 of 854 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE FISCAL YEAR ENDED 06/30/17, THE FOUNDATION PAID $600,000 TO ALEXANDER PROPERTIES, INC., A CORPORATION WHICH WOULD BE CLASSIFIED AS A DISQUALIFIED PERSON PURSUANT TO CODE SECTION 4946(A)(1)(E), FOR ADMINISTRATIVE INVESTMENT AND ADVISORY SERVICES. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNT PAID TO ALEXANDER PROERTIES INC. DOES NOT CONSTITUTE AN UNREASONABLE OR EXCESSIVE AMOUNT AND DOES NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS.
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALEXANDER PROPERTIES INC CO GARY
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2137
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUSAU
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.JUDDSALEXANDERFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE JUDD S. ALEXANDER FOUNDATION IS ORGANIZED AND OPERATED TO MAKE CASH DONATATIONS AND PROGRAM-RELATED INVESTMENTS TO QUALIFYING PUBLIC CHARITIES, AND DOES NOT ENGAGE IN ANY OTHER CHARITABLE ACTIVITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0WEST SIDE BATTERY NOTE
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0200000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS NEED NOT BE IN ANY PARTICULAR FORM, BUT SHOULD SPECIFY THE ACTIVITY FOR WHICH CAPITAL IS REQUESTED, OTHER SOURCES OF FUNDING, THE DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION, EVALUATION PROCEDURES CONTEMPLATED BY THE GRANTEE TOGETHER WITH A COPY OF ANY EVALUATION, AND CONTEMPLATED FUTURE SOURCES OF REVENUE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR GARY W FREELS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07158454556
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2137
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WAUSAU
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0544022137
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION HAS NO ABSOLUTE RESTRICTIONS OR LIMITATIONS ON GRANTS, BUT USUALLY MAKES GRANTS ONLY TO ENTITIES IN WISCONSIN THAT BENEFIT MARATHON COUNTY AND ITS RESIDENTS FOR CAPITAL, START-UP, OR EMERGENCY NEEDS. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THE FOUNDATION HAS NO SUBMISSION DEADLINES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ASPIRUS SCHOLARS PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2INITIATIVES DESIGNED TO STIMULATE ECONOMIC GROWTH THROUGHOUT CENTRAL WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ADMINASTRATIVE SETTLEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SURVEILLANCE CAMERAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ALEXANDER AIRPORT PARK PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ALEXANDER AIRPORT PARK PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ACTIVITIES IN THE DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt86SUMMER ENRICHMENT 2015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CAMPERSHIP FOR CAMP WABEEK AND RESPITE CAMPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11K-12 PROGRAMS FOR BUSINESS/ECONOMIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt122017 KIDS VOTING INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FAMILY FARMS OF MARATHON COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SUMMER ENRICHMENT 2015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17DPI SUMMER INTERNSHIP, AMERICORPS, UW STEVENS POINT DAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18SALVATION ARMY LEARNING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21LIFE REPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22UW EXECUTIVE SEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt232016 MATCHING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24COLLEGE FOR KIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25TALENT DEVELOPMENT DIRECTOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26WAUSAU CURLING CENTER BUILDING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27INTERNATIONAL BACCALAUREATE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30SAFETY PATROL TRIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31CAMPERSHIPS FROM MARATHON COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32IT PRESENTATION ON SEPTEMBER 28, 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33WIS TAX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34SUMMER ENRICHMENT 2016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35LOW INCOME MINORITY CAMPERSHIPS AND COUNSELORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36MATERIALS FOR CONSTRUCTION OF SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37COMMUNITY ENGAGEMENT SPECIALIST POSITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38CAMPERSHIPS FOR CAMP WAWBECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39LITIGATION AND PUBLIC POLICY EFFORTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40PROJECT BASED LEARNING PROGRAM: K-5 INFRASTRUCTURE EXPANSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41NTC STEM CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42A DAY FOR NTC 2017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43SCHOOL BASED & COMMUNITY BASED MENTORING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44PURCHASE OF NEW EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45SALVATION ARMY LEARNING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46EAST SIDE IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47WAUSAU WHITEWATER PARK FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASPIRUS HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ATHENS SENIOR HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CENTERGY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CITY OF WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CITY OF WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5COMMUNITY FOUNDATION OF NORTH CENTRAL WIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6COMMUNITY FOUNDATION OF NORTH CENTRAL WIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7DC EVEREST EDUCATION FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8DC EVEREST HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9EASTER SEAL SOCIETY OF WISCONSIN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10EDGAR HIGH SCHOOL

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