Civic Intelligence

The Wisconsin Foundation Inc

990PF • Fiscal year 2017 • EIN 26-2540887

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 04, 2018

1818 Parmenter Street No 400Middleton, WI 53562

(608) 826-4000

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

81st percentile

30%

Faster asset growth than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

400%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$11,752

Up $2,732 (+30%) from 2016

Net Assets

Up

$11,502

Up $2,482 (+28%) from 2016

Liabilities

Up

$250

Up $250 from 2016

Revenue

Up

$12,505

Up $10,005 (+400%) from 2016

Expenses

Up

$10,023

Up $8,502 (+559%) from 2016

Net Income

Up

$2,482

Up $1,503 (+154%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $10,751Liabilities 2013: $0Net Assets 2013: $10,7512013Assets 2015: $10,023Liabilities 2015: $1,982Net Assets 2015: $8,0412015Assets 2016: $9,020Liabilities 2016: $0Net Assets 2016: $9,0202016Assets 2017: $11,752Liabilities 2017: $250Net Assets 2017: $11,5022017Assets 2018: $9,203Liabilities 2018: $0Net Assets 2018: $9,2032018Assets 2019: $6,153Liabilities 2019: $0Net Assets 2019: $6,1532019Assets 2020: $17,242Liabilities 2020: $62Net Assets 2020: $17,1802020Assets 2021: $16,565Liabilities 2021: $268Net Assets 2021: $16,2972021Assets 2022: $164,407Liabilities 2022: $15,077Net Assets 2022: $149,3302022Assets 2023: $191,690Liabilities 2023: $5,880Net Assets 2023: $185,8102023Assets 2024: $3,631,462Liabilities 2024: $3,488,556Net Assets 2024: $142,9062024

Highlighted filing

2017

Assets$11,752
Liabilities$250
Net Assets$11,502

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $6,159Expenses 2013: $2,500Net Income 2013: $3,6592013Revenue 2015: $3,200Expenses 2015: $5,773Net Income 2015: -$2,5732015Revenue 2016: $2,500Expenses 2016: $1,521Net Income 2016: $9792016Revenue 2017: $12,505Expenses 2017: $10,023Net Income 2017: $2,4822017Revenue 2018: $12Expenses 2018: $2,311Net Income 2018: -$2,2992018Revenue 2019: $104Expenses 2019: $3,154Net Income 2019: -$3,0502019Revenue 2020: $12,000Expenses 2020: $973Net Income 2020: $11,0272020Revenue 2021: $7,410Expenses 2021: $8,293Net Income 2021: -$8832021Revenue 2022: $215,067Expenses 2022: $72,658Net Income 2022: $142,4092022Revenue 2023: $80,611Expenses 2023: $69,131Net Income 2023: $11,4802023Revenue 2024: $260,636Expenses 2024: $303,540Net Income 2024: -$42,9042024

Highlighted filing

2017

Revenue$12,505
Expenses$10,023
Net Income$2,482
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 4, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRENCE R WALLPresident/Director-$0--
ERICA KOCHVice President/Director-$0--
F TAYLOR BRENGELSecretary/Director-$0--
JOE DEGROOTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Wisconsin Foundation Inc
EIN
26-2540887
Phone
6088264000
Address
1818 PARMENTER STREET NO 400, MIDDLETON, WI 53562

Signing Officer

Name
Terrence Wall
Title
President
Phone
6088264000
Signed
2018-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6088318181
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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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE ONLY MADE TO 501 (C) (3) NONPROFIT ORGANIZATIONS. THE GRANT SHOULD SIGNIFICANTLY IMPROVE THE LIVES OF PEOPLE LIVING IN DANE COUNTY. THE APPLYING ORGANIZATIONS WILL BE REQUIRED TO PROVIDE EVIDENCE OF AN ACTIVE, ENGAGED BOARD OF DIRECTORS, SOUND FINANCIAL MANAGEMENT AND CAPABILITY TO CARRY OUT THE PROPOSED PROJECTS. THE RECIPENT MUST USE THE GRANT TO BENEFIT PERSONS UNDER 25 YEARS OF AGE. THE GRANT MUST PROVIDE EDUCATIONAL BENEFIT. THE RECIPIENT SHOULD NOT RECEIVE A LARGE PERCENTAGE OF ITS FUNDING FROM FEDERAL, STATE OR LOCAL GOVERNMENT. THE GRANT SHOULD BE USED TO FURTHER TRADITIONAL VALUES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0LETTERS OF INQUIRY ARE ACCEPTED ANY TIME DURING THE YEAR.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TERRENCE R WALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1868
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE ORGANIZATION'S OVERALL MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE UNIVERSITY OF NOTRE DAME'S BAND (BLUEPRINT FOR NEW BAND SHELL AT THE UNIVERSITY).
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT DR EDSON ELLWOOD CAREY COLLEGE SCHOLARSHIP.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT EAGLE TOWER FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE ORGANIZATION'S OVERALL MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASSET BUILDERS OF AMERICA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EAST MADISON COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FRIENDS OF PENINSULA STATE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF WISCONSIN LUNG RESEARCH PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01213 N SHERMAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1724 GRACE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28 STRAUBEL CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4600 HIGHLAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NOTRE DAME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3FISH CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146556
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453792
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07969
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0591
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057755
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09432
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023599
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021477
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02122
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09432
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057755
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048323
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0TERRENCE R WALL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt057 CAMBRIDGE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MADISON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053714
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNDEVELOPED LAND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06100
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRENCE WALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06088264000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WISCONSIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0262540887
ReturnHeader/Filer/PhoneNum06088264000
ReturnHeader/Filer/USAddress/AddressLine1Txt01818 PARMENTER STREET NO 400
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B9D72D75531DC738802FCF7D656FA36EF6C2B14C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.128.11.234
ReturnHeader/FilingSecurityInformation/IPDt02018-10-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:19:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391203191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SVA CERTIFIED PUBLIC ACCTS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01221 JOHN Q HAMMONS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06088318181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRSTEN HOUGHTON
ReturnHeader/ReturnTs02018-10-09T16:26:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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