Civic Intelligence

Fredrick W Schauer and Beatrice K Schauer Foundati

EIN 26-1705506 • 501(c)3 • Neenah, WI

Profile

The trust shall be operated exclusively for charitable, religious and educational purposes by conducting and supporting activities for the benefit, to perform the functions, and/or carry out the purpose of the public charities.

Legacy Private Trst PO Box 649Neenah, WI 54957-0649
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

5th percentile

-57%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

31st percentile

-1.2%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$6,764,942

Down $83,160 (-1.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$6,764,942

Down $83,160 (-1.2%) from 2014

Revenue

Down

$145,195

Down $149,568 (-51%) from 2014

Expenses

Up

$228,355

Up $183,355 (+407%) from 2014

Net Income

Down

-$83,160

Down $332,923 (-133%) from 2014

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,084,681Liabilities 2010: $0Net Assets 2010: $6,084,6812010Assets 2011: $6,041,882Liabilities 2011: $0Net Assets 2011: $6,041,8822011Assets 2012: $6,237,938Liabilities 2012: $0Net Assets 2012: $6,237,9382012Assets 2013: $6,598,339Liabilities 2013: $0Net Assets 2013: $6,598,3392013Assets 2014: $6,848,102Liabilities 2014: $0Net Assets 2014: $6,848,1022014Assets 2015: $6,764,942Liabilities 2015: $0Net Assets 2015: $6,764,9422015

Highlighted filing

2015

Assets$6,764,942
Liabilities$0
Net Assets$6,764,942

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,784,4012010Expenses 2011: $183,8802011Expenses 2012: $169,4922012Revenue 2013: $603,360Expenses 2013: $242,959Net Income 2013: $360,4012013Revenue 2014: $294,763Expenses 2014: $45,000Net Income 2014: $249,7632014Revenue 2015: $145,195Expenses 2015: $228,355Net Income 2015: -$83,1602015

Highlighted filing

2015

Revenue$145,195
Expenses$228,355
Net Income-$83,160

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 24, 2016
Return Version
2015v2.1
Gross Receipts
$3,095,905
Mission and Program Overview

Mission

The trust shall be operated exclusively for charitable, religious and educational purposes by conducting and supporting activities for the benefit, to perform the functions, and/or carry out the purpose of the public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,898,262$6,764,942▼ $2,133,320
Investments in Publicly Traded Securities$6,803,513$6,716,846▼ $86,667
Investments Other Securities$44,589$48,096▲ $3,507
Rtn Earn Endowment Incm Other Fnds$-2,050,160--
Total Assets$6,848,102$6,764,942▼ $83,160
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,848,102$6,764,942▼ $83,160
Total Liabilities and Net Assets / Fund Balance$6,848,102$6,764,942▼ $83,160

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$48,096--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tim PurmanPresident
Thomas HaleyVice President
Tracey BergDirector
John ReisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$272,010
Other Revenue
$-126,815
Change in Net Assets
$-83,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,500
Other Expenses$37,855
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,500--$190,500
Fees for Service Investment Mgmnt Fees$33,777--$33,777
Fees for Services Legal$2,588--$2,588
Fees for Services Accounting$1,490--$1,490
Total Functional Expenses$228,355$0$0$228,355
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Schauer Arts and Activities CeHartford, WI501c3-$170,000
The City of HartfordHartford, WIGovernment-$10,000
The Hartford Heritage IncHartford, WI501c3-$5,000
Medical Center Foundation of HHartford, WI501c3-$3,000
The United Way of Washington CountyWest Bend, WI501c3-$2,500
First United Methodist ChurchHartford, WI501c3--
The Wisconsin Council of the BlindMadison, WI501c3--
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

John reis, president of the hartford foundation, and tracey berg, president of the schauer arts and activities center, are a supported organization.

Form 990 governing body review Part VI line 11

A draft of the federal form 990 is sent ot the secretary of the foundation for review. Once the form is final a copy of the federal form 990 is made available for all board members to review.

Governing documents etc available to public Part VI line 19

The governing documents and the financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Fredrick W Schauer and Beatrice K Schauer Foundati
EIN
26-1705506
Address
LEGACY PRIVATE TRST PO BOX 649, Neenah, WI 54957-0649

Signing Officer

Name
Tim Purman
Title
President
Phone
2626735800
Signed
2016-05-24
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Vickney CPA Sc
Address
625 West Sumner St Ste 400, Hartford, WI 53027
Preparer
Gretchen M Vickney
Phone
2626736322
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4THE UNITED WAY OF WASHINGTON COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5THE WISCONSIN COUNCIL OF THE BLIND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6FIRST UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0391929222
IRS990ScheduleI/RecipientTable/RecipientEIN1391375380
IRS990ScheduleI/RecipientTable/RecipientEIN2391497812
IRS990ScheduleI/RecipientTable/RecipientEIN3396005463
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IRS990ScheduleI/RecipientTable/RecipientEIN6391231285
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0147 N RURAL ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11032 E SUMNER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2147 N RURAL ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3109 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5754 WILLIAMS ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6738 W MONROE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Hartford
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Hartford
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Hartford
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Hartford
IRS990ScheduleI/RecipientTable/USAddress/CityNm4West Bend
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Madison
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Hartford
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd353027
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd453095
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd553703
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd653027
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHAUER FOUNDATION RECEIVES WRITTEN REQUESTS FROM THOSE NONPROFIT ENTITIES LISTED IN THE REVOCABLE TRUST AS ORGANIZATIONS ELIGIBLE FOR FOUNDATION SUPPORT. THE BOARD OF DIRECTORS THEN REVIEWS THE REQUESTS AND VOTES ON WHETHER OR NOT TO PROVIDE THE ASSISTANCE REQUESTED. ONCE THE REQUEST HAS BEEN GRANTED, NO FURTHER DOCUMENTATION OF THE USE OF FUNDS HAS BEEN REQUIRED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN REIS, PRESIDENT OF THE HARTFORD FOUNDATION, AND TRACEY BERG, PRESIDENT OF THE SCHAUER ARTS AND ACTIVITIES CENTER, ARE A SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FEDERAL FORM 990 IS SENT OT THE SECRETARY OF THE FOUNDATION FOR REVIEW. ONCE THE FORM IS FINAL A COPY OF THE FEDERAL FORM 990 IS MADE AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06848102
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0228355
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06848102
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06764942
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0228355
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0145195
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145195
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06848102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06764942
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM PURMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02626735800
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREDRICK W SCHAUER AND BEATRICE K SCHAUER FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0261705506
ReturnHeader/Filer/USAddress/AddressLine1Txt0LEGACY PRIVATE TRST PO BOX 649
ReturnHeader/Filer/USAddress/CityNm0Neenah
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549570649
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271208843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICKNEY CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 West Sumner St Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053027
ReturnHeader/PreparerPersonGrp/PhoneNum02626736322
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRETCHEN M VICKNEY
ReturnHeader/ReturnTs02016-06-24T08:19:01-05:00

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