Civic Intelligence

Holzinger Memorial Foundation

EIN 26-0111710 • Waukesha, WI

PO Box 648Waukesha, WI 53187-0648
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$37,280

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

98th percentile

307%

Faster asset growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

182%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,464,981

Up $2,612,684 (+307%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,464,981

Up $2,612,684 (+307%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Up

$2,721,917

Up $1,757,108 (+182%) from 2023

Expenses

Down

$109,233

Down $10,694 (-8.9%) from 2023

Net Income

Up

$2,612,684

Up $1,767,802 (+209%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $101Liabilities 2011: $0Net Assets 2011: $1012011Assets 2012: $54Liabilities 2012: $0Net Assets 2012: $542012Assets 2013: $54Liabilities 2013: $0Net Assets 2013: $542013Assets 2015: $54Liabilities 2015: $0Net Assets 2015: $542015Assets 2016: $54Liabilities 2016: $0Net Assets 2016: $542016Assets 2017: $102Liabilities 2017: $0Net Assets 2017: $1022017Assets 2018: $1,035Liabilities 2018: $0Net Assets 2018: $1,0352018Assets 2019: $1,035Liabilities 2019: $0Net Assets 2019: $1,0352019Assets 2020: $1,035Liabilities 2020: $0Net Assets 2020: $1,0352020Assets 2021: $7,415Liabilities 2021: $0Net Assets 2021: $7,4152021Assets 2022: $7,415Liabilities 2022: $0Net Assets 2022: $7,4152022Assets 2023: $852,297Liabilities 2023: $0Net Assets 2023: $852,2972023Assets 2024: $3,464,981Liabilities 2024: $0Net Assets 2024: $3,464,9812024

Highlighted filing

2024

Assets$3,464,981
Liabilities$0
Net Assets$3,464,981
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2011: $25,6092011Expenses 2012: $25,5542012Revenue 2013: $25,214Expenses 2013: $25,214Net Income 2013: $02013Revenue 2015: $25,221Expenses 2015: $25,221Net Income 2015: $02015Revenue 2016: $25,226Expenses 2016: $25,226Net Income 2016: $02016Revenue 2017: $25,231Expenses 2017: $25,231Net Income 2017: $02017Revenue 2018: $22,000Expenses 2018: $21,146Net Income 2018: $8542018Revenue 2019: $25,083Expenses 2019: $25,083Net Income 2019: $02019Revenue 2020: $21,544Expenses 2020: $21,544Net Income 2020: $02020Revenue 2021: $28,000Expenses 2021: $21,550Net Income 2021: $6,4502021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $964,809Expenses 2023: $119,927Net Income 2023: $844,8822023Revenue 2024: $2,721,917Expenses 2024: $109,233Net Income 2024: $2,612,6842024

Highlighted filing

2024

Revenue$2,721,917
Expenses$109,233
Net Income$2,612,684
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,464,981
Liabilities
$0
Net assets
$3,464,981
Revenue
$2,721,917
Expenses
$109,233
Net income
$2,612,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$2.72$0.11$2.61
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.96$0.12$0.84
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$37,280-$37,280
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGENEVA LAKE CONSERVANCYPROGRAM SERVICESPCFONTANA, WI, US$48,282
Filing and Contact Details

Filer

Filer Name
Holzinger Memorial Foundation 4915009523
EIN
26-0111710
Phone
2625227400
Address
PO BOX 648, WAUKESHA, WI 53187-0648

Signing Officer

Name
Waukesha State Bank
Title
Trustee
Phone
2625227400
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022351
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0124607
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0107309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0107309
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074293
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0231916
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0254267
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RONALD PIENING ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1RONALD PIENING ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 648
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO BOX 648
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WAUKESHA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WAUKESHA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053187
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd153187
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02330000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1272550
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02330000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc07 PAR TOWNS OF DARIEN & RICHMOND PAR BD300003 WITH CONSERVATION EASEMENT LAND
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-02-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04482
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt123
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03454
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07936
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010595
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010595
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RONALD PIENING ESTATE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1RONALD PIENING ESTATE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 648
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO BOX 648
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WAUKESHA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1WAUKESHA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053187
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd153187
TaxesSchedule/TaxesDetail/Amt03000
TaxesSchedule/TaxesDetail/Amt11300
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAUKESHA STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02625227400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLZINGER MEMORIAL FOUNDATION 4915009523
ReturnHeader/Filer/BusinessNameControlTxt0HOLZ
ReturnHeader/Filer/EIN0260111710
ReturnHeader/Filer/PhoneNum02625227400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 648
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531870648
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02025-05-13T11:01:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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