Civic Intelligence

Judd S Alexander Foundation Inc.

990PF • Fiscal year 2021 • EIN 23-7323721

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 08, 2022

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

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.45x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

86th percentile

57%

Higher net margin than 86% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

17th percentile

$9,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

47th percentile

8.8%

Faster asset growth than 47% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2018 to 2021

Revenue Growth

43rd percentile

7.1%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2018 to 2021

Assets

Up

$70,063,124

Up $15,714,234 (+29%) from 2018

Net Assets

Up

$68,414,957

Up $17,277,892 (+34%) from 2018

Liabilities

Down

$1,648,167

Down $1,563,658 (-49%) from 2018

Revenue

Up

$3,648,951

Up $674,564 (+23%) from 2018

Expenses

Down

$1,556,710

Down $3,324,525 (-68%) from 2018

Net Income

Up

$2,092,241

Up $3,999,089 (+210%) from 2018

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

2021

Assets$70,063,124
Liabilities$1,648,167
Net Assets$68,414,957

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

2021

Revenue$3,648,951
Expenses$1,556,710
Net Income$2,092,241
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 8, 2022
Return Version
2020v4.2
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
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
2022-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2200 RIVERSIDE DRIVE, GREEN BAY, WI 54301
Preparer
James a Olson
Phone
9204367800
Raw XML AppendixShowing 400 of 609 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/FormAndLineReferenceDesc0PART VII-B, LINE 1A(4)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0COMPENSATION TO DISQUALIFIED PERSONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE FISCAL YEAR ENDED 06/30/21, THE FOUNDATION PAID $550,000 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LON E ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DWIGHT E DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN DUDLEY
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0GREATER WAUSAU PROSPERITY PARTNERSHIP NOTE RECEIVABLE
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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
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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/GrantOrContributionPurposeTxt0BIGS IN BADGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SARAH'S STORYBOOK GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ACTIVITIES IN THE DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COVID-19 REPLACEMENT FURNITURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ICE AGE NATIONAL SCENIC TRAIL PROPERTY ACQUISITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CAPTURING AND SHARING THE HISTORY OF MARATHON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MATCHING GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FIELD 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ANNUAL OPERATING CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9BRIDGE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10LOW INCOME MINORITY CAMPERSHIPS AND COUNSELORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt112020 MATCHING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12BANNER HONORING HARRY HEINMANN JR, VEHICLE FOR HONOR GUARD PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13ECONOMIC DEVELOPMENT SPECIALIST POSITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14ONWARD AND UPWARD - HOMME ELEVATOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15ELECTION INTEGRITY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt162020 SHARE YOUR HOLIDAYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt172020 SHARE YOUR HOLIDAYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18DEVELOPMENT OF TWO NEW COMMUNITY FACILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIG BROTHERS BIG SISTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY FOUNDATION OF NORTH CENTRAL WIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DC EVEREST EDUCATION FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOPE LIFE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ICE AGE TRAIL ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MARATHON COUNTY HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6MCDEVCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MOSINEE COMMUNITY ATHLETIC ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8WI INSTITUTE FOR LAW & LIBERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WISCONSINEYE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10WOODSON YMCA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11UNITED WAY OF MARATHON COUNTY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12AMERICAN LEGION MONTGOMERY-PLANT-DUDLEY POST 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13GREATER WAUSAU PROSPERITY PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14HOMME HEIGHTS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15INSTITUTE FOR REFORMING GOVERNMENT INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16THE NEIGHBORS' PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18VILLAGE OF MARATHON CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02600 STEWART AVE 262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1500 FIRST STREET STE 2600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26300 ALDERSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3605 SOUTH 24TH AVENUE SUITE 20
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5410 MCINDOE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6300 3RD ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9122 W WASHINGTON AVE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10707 3RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11705 S 24TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12102 ELM AVE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13200 WASHINGTON ST SUITE 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142901 N 7TH ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16745 SCOTT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17202 CALLON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18311 WALNUT STREET PO BOX 487
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WAUSAU
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CROSS PLAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MOSINEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17WAUSAU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18MARATHON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WI

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