Civic Intelligence

Schallock Foundation

990PF • Fiscal year 2023 • EIN 26-0172751

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 14, 2024

411 E Wisconsin Ave 1000Milwaukee, WI 53202

(414) 270-2520

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

41st percentile

1.0%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

192%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$8,400,221

Up $85,022 (+1.0%) from 2022

Net Assets

Up

$8,400,221

Up $85,022 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$289,990

Up $190,564 (+192%) from 2022

Expenses

Up

$204,968

Up $30,242 (+17%) from 2022

Net Income

Up

$85,022

Up $160,322 (+213%) from 2022

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2014: $100Liabilities 2014: $0Net Assets 2014: $1002014Assets 2015: $100Liabilities 2015: $0Net Assets 2015: $1002015Assets 2016: $100Liabilities 2016: $0Net Assets 2016: $1002016Assets 2017: $100Liabilities 2017: $0Net Assets 2017: $1002017Assets 2018: $124,540Liabilities 2018: $0Net Assets 2018: $124,5402018Assets 2019: $9,078,526Liabilities 2019: $0Net Assets 2019: $9,078,5262019Assets 2020: $8,264,769Liabilities 2020: $0Net Assets 2020: $8,264,7692020Assets 2021: $8,390,499Liabilities 2021: $0Net Assets 2021: $8,390,4992021Assets 2022: $8,315,199Liabilities 2022: $0Net Assets 2022: $8,315,1992022Assets 2023: $8,400,221Liabilities 2023: $0Net Assets 2023: $8,400,2212023Assets 2024: $8,342,979Liabilities 2024: $0Net Assets 2024: $8,342,9792024

Highlighted filing

2023

Assets$8,400,221
Liabilities$0
Net Assets$8,400,221

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $125,385Expenses 2018: $945Net Income 2018: $124,4402018Revenue 2019: $9,077,019Expenses 2019: $125,503Net Income 2019: $8,951,5162019Revenue 2020: $56,386Expenses 2020: $874,651Net Income 2020: -$818,2652020Revenue 2021: $292,876Expenses 2021: $163,987Net Income 2021: $128,8892021Revenue 2022: $99,426Expenses 2022: $174,726Net Income 2022: -$75,3002022Revenue 2023: $289,990Expenses 2023: $204,968Net Income 2023: $85,0222023Revenue 2024: $408,879Expenses 2024: $465,882Net Income 2024: -$57,0032024

Highlighted filing

2023

Revenue$289,990
Expenses$204,968
Net Income$85,022
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY M BONNIWELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Schallock Foundation
EIN
26-0172751
Phone
4142702520
Address
411 E WISCONSIN AVE 1000, MILWAUKEE, WI 53202

Signing Officer

Name
Nancy Bonniwell
Title
Trustee
Phone
4142702520
Signed
2024-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Von Briesen & Roper Sc
Address
411 E WISCONSIN AVE SUITE 1000, MILWAUKEE, WI 53202
Preparer
Jeanine Schoen
Phone
4142761122
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt085022
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02508630
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0257
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0257
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt017675
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01964
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019639
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0111312
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0227501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0103066
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0103068
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt056960
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt011771
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03530
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0142512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0204968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0289957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0289990
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0132512
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062456
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0194968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01592187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1561516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2243615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-47045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt197821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt248394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt311142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-47045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt197821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt248394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt311142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01545142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1659337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2292009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SKID LOADER AND SNOW BLOWER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0111312
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0111312
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt085022
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08400221
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08315199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08400221
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0316414
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0316414
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0316414
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0319576
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03162
IRS990PF/DistributableAmountGrp/TotalTaxAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03831
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03669
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06831
IRS990PF/FMVAssetsEOYAmt09649248
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08264769
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08264769
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0128703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022282
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022282
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04751300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05385505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05825223
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02050000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02926010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt050430
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0135452
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0977214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0534452
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0532109
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08315199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08400221
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09649248
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08315199
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08400221
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08315199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08400221
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0407982
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0407982
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0343624
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06488846
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0353994
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06116935
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt097333
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt017917
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0319576
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06391513
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06488846
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY M BONNIWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020975 SWENSON DRIVE SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WAUKESHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0142512
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0142512
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

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