Civic Intelligence

Paul Davis Charitable Fund Inc.

990EZ • Fiscal year 2020 • EIN 26-1275007

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 08, 2021

Organization ProfileN/A
W226n918 Northmound Drive No 100Waukesha, WI 53186

(414) 383-3131

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

52nd percentile

6.5%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

84th percentile

72%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1272%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$14,039

Up $5,878 (+72%) from 2019

Net Assets

Up

$14,039

Up $5,878 (+72%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin52nd percentile

Revenue

Up

$90,943

Up $84,316 (+1272%) from 2019

Expenses

Up

$85,065

Up $77,745 (+1062%) from 2019

Net Income

Up

$5,878

Up $6,571 (+948%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$40K$30K$20K$10K$0Assets 2011: $6,485Liabilities 2011: $0Net Assets 2011: $6,4852011Assets 2012: $5,158Liabilities 2012: $0Net Assets 2012: $5,1582012Assets 2013: $10,603Liabilities 2013: $0Net Assets 2013: $10,6032013Assets 2014: $22,583Liabilities 2014: $0Net Assets 2014: $22,5832014Assets 2015: $30,163Liabilities 2015: $0Net Assets 2015: $30,1632015Assets 2016: $33,578Liabilities 2016: $0Net Assets 2016: $33,5782016Assets 2017: $14,751Liabilities 2017: $0Net Assets 2017: $14,7512017Assets 2018: $8,854Liabilities 2018: $0Net Assets 2018: $8,8542018Assets 2019: $8,161Liabilities 2019: $0Net Assets 2019: $8,1612019Assets 2020: $14,039Liabilities 2020: $0Net Assets 2020: $14,0392020Assets 2021: $7,577Liabilities 2021: $0Net Assets 2021: $7,5772021Assets 2022: $4,188Liabilities 2022: $0Net Assets 2022: $4,1882022

Highlighted filing

2020

Assets$14,039
Liabilities$0
Net Assets$14,039
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $20,852Expenses 2011: $19,510Net Income 2011: $1,3422011Revenue 2012: $40,002Expenses 2012: $41,329Net Income 2012: -$1,3272012Revenue 2013: $148,014Expenses 2013: $142,569Net Income 2013: $5,4452013Revenue 2014: $83,544Expenses 2014: $71,564Net Income 2014: $11,9802014Revenue 2015: $47,279Expenses 2015: $39,699Net Income 2015: $7,5802015Revenue 2016: $54,280Expenses 2016: $50,865Net Income 2016: $3,4152016Revenue 2017: $16,221Expenses 2017: $35,048Net Income 2017: -$18,8272017Revenue 2018: $13,915Expenses 2018: $19,812Net Income 2018: -$5,8972018Revenue 2019: $6,627Expenses 2019: $7,320Net Income 2019: -$6932019Revenue 2020: $90,943Expenses 2020: $85,065Net Income 2020: $5,8782020Revenue 2021: $64,086Expenses 2021: $70,548Net Income 2021: -$6,4622021Revenue 2022: $102,098Expenses 2022: $105,487Net Income 2022: -$3,3892022

Highlighted filing

2020

Revenue$90,943
Expenses$85,065
Net Income$5,878
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 8, 2021
Return Version
2020v4.0
Gross Receipts
$113,661
Mission and Program Overview

Mission

To solicit and collect charitable contributions in connection with events sponsored by the fund and in turn forward all charitable contributions received to other charitable organizations within southeastern wisconsin.

Program Services

DescriptionGrantsExpenses
TO SUPPORT OTHER CHARITABLE ORGANIZATIONS THROUGHOUT SOUTHEASTERN WISCONSIN.$83,996$83,996
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF HERTELVP/Director-$0--
BRADY CHUCKELVP/Director-$0--
TIM GUILETTEVP/Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$85,294$85,294$1,611$83,683
Total Events$85,294$85,294$22,718$62,576
Filing and Contact Details

Filer

Filer Name
Paul Davis Charitable Fund
EIN
26-1275007
Phone
4143833131
Address
W226N918 NORTHMOUND DRIVE NO 100, WAUKESHA, WI 53186

Signing Officer

Name
Jeff Hertel
Title
VP/director
Phone
4143833131
Signed
2021-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: reach. Grantee address: po box 20914, greenfield, wi 53220. Grantee relationship: none. Property description: cash. Date of gift: 01/21/20. Amount given: 4,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: blue lotus farm & retreat center. Grantee address: 5501 county road m, west bend, wi 53132. Grantee relationship: none. Property description: cash. Date of gift: 08/18/20. Amount given: 3,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: ignite the spirit - milwaukee corporation. Grantee address: s74w20150 field dr, muskego, wi 53150-8557. Grantee relationship: none. Property description: cash. Date of gift: 08/19/20. Amount given: 1,400.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: leukemia-lymphoma. Grantee address: 420 e wisconsin ave, milwaukee, wi 53202. Grantee relationship: none. Property description: cash. Date of gift: 08/24/20. Amount given: 100.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: carroll university. Grantee address: 100 n east ave, waukesha, wi 53186. Grantee relationship: none. Property description: cash. Date of gift: 08/26/20. Amount given: 10,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: todd & jen sarauer fire fund. Grantee address: 1128 country highland dr, hubertus, wi 53033. Grantee relationship: none. Property description: cash. Date of gift: 09/29/20. Amount given: 250.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: make a wish foundation. Grantee address: 11020 w plank ct, wauwatosa, wi 53226. Grantee relationship: none. Property description: cash. Date of gift: 09/29/20. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: paul davis restoration & remodeling. Grantee address: 2727 n grandview blvd waukesha, wi 53188. Grantee relationship: none. Property description: cash. Date of gift: 10/27/20. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: telly kemos. Grantee address: n59w26510 indian head dr, lisbon, wi 53089. Grantee relationship: none. Property description: cash. Date of gift: 11/24/20. Amount given: 62,396.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: byron riesch paralysis foundation. Grantee address: n14 w23900 stone ridge dr, waukesha, wi 53188. Grantee relationship: none. Property description: cash. Date of gift: 10/27/20. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general sponsorship. Grantee name: paul davis restoration & remodeling. Grantee address: 2333 n 49th st, milwaukee, wi 53210. Grantee relationship: none. Property description: cash. Date of gift: 10/27/20. Amount given: 350. Total included on form 990-ez, line 10: 83,996.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: permits & licenses. Amount: 54. Description: business registration fees. Amount: 10. Description: bank charges. Amount: 180. Total to form 990-ez, line 16: 244.”

Raw XML Appendix194 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.

Path#Value
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IRS990EZ/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum04143836455
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W226N918 NORTHMOUND DRIVE STE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08161
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014039
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt083996
IRS990EZ/GrossReceiptsAmt0113661
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08161
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014039
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014039
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFF HERTEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRADY CHUCKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM GUILETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP/DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0244
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SOLICIT AND COLLECT CHARITABLE CONTRIBUTIONS IN CONNECTION WITH EVENTS SPONSORED BY THE FUND AND IN TURN FORWARD ALL CHARITABLE CONTRIBUTIONS RECEIVED TO OTHER CHARITABLE ORGANIZATIONS WITHIN SOUTHEASTERN WISCONSIN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT OTHER CHARITABLE ORGANIZATIONS THROUGHOUT SOUTHEASTERN WISCONSIN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt083996
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt083996
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt022718
IRS990EZ/SpecialEventsNetIncomeLossAmt062576
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt085065
IRS990EZ/TotalProgramServiceExpensesAmt083996
IRS990EZ/TotalRevenueAmt090943
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061732
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt061732
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028367
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03100
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030015
IRS990ScheduleA/Total509Grp/TotalAmt061732
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030015
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061732
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022718
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0628
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0628
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07793
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07793
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt085294
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085294
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt062576
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0193
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0193
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01611
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01611
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012493
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: REACH. GRANTEE ADDRESS: PO BOX 20914, GREENFIELD, WI 53220. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/21/20. AMOUNT GIVEN: 4,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: BLUE LOTUS FARM & RETREAT CENTER. GRANTEE ADDRESS: 5501 COUNTY ROAD M, WEST BEND, WI 53132. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/18/20. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: IGNITE THE SPIRIT - MILWAUKEE CORPORATION. GRANTEE ADDRESS: S74W20150 FIELD DR, MUSKEGO, WI 53150-8557. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/19/20. AMOUNT GIVEN: 1,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: LEUKEMIA-LYMPHOMA. GRANTEE ADDRESS: 420 E WISCONSIN AVE, MILWAUKEE, WI 53202. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/24/20. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: CARROLL UNIVERSITY. GRANTEE ADDRESS: 100 N EAST AVE, WAUKESHA, WI 53186. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/26/20. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: TODD & JEN SARAUER FIRE FUND. GRANTEE ADDRESS: 1128 COUNTRY HIGHLAND DR, HUBERTUS, WI 53033. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/29/20. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: MAKE A WISH FOUNDATION. GRANTEE ADDRESS: 11020 W PLANK CT, WAUWATOSA, WI 53226. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/29/20. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: PAUL DAVIS RESTORATION & REMODELING. GRANTEE ADDRESS: 2727 N GRANDVIEW BLVD WAUKESHA, WI 53188. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/27/20. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: TELLY KEMOS. GRANTEE ADDRESS: N59W26510 INDIAN HEAD DR, LISBON, WI 53089. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/24/20. AMOUNT GIVEN: 62,396.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: BYRON RIESCH PARALYSIS FOUNDATION. GRANTEE ADDRESS: N14 W23900 STONE RIDGE DR, WAUKESHA, WI 53188. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/27/20. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: GENERAL SPONSORSHIP. GRANTEE NAME: PAUL DAVIS RESTORATION & REMODELING. GRANTEE ADDRESS: 2333 N 49TH ST, MILWAUKEE, WI 53210. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/27/20. AMOUNT GIVEN: 350. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 83,996.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DESCRIPTION: PERMITS & LICENSES. AMOUNT: 54. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 10. DESCRIPTION: BANK CHARGES. AMOUNT: 180. TOTAL TO FORM 990-EZ, LINE 16: 244.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HERTEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04143833131
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL DAVIS CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0261275007
ReturnHeader/Filer/PhoneNum04143833131
ReturnHeader/Filer/USAddress/AddressLine1Txt0W226N918 NORTHMOUND DRIVE NO 100
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVENUE 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE CPA
ReturnHeader/ReturnTs02021-03-08T19:32:37-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERTEL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,039
Liabilities
$0
Net assets
$14,039
Revenue
$90,943
Expenses
$85,065
Net income
$5,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$1.02$1.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.64$0.71$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.91$0.85$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.07$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.14$0.20$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.16$0.35$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.54$0.51$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.47$0.40$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.84$0.72$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.48$1.43$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.00$0.05$0.40$0.41$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.21$0.20$0.01