Civic Intelligence

Ksr Ltd Endowment Fund

EIN 26-3368846 • Milwaukee, WI

806 N 15th StMilwaukee, WI 53233-1710
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-12300%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-16%

Faster asset growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-11%

Faster revenue growth than 38% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$16,727

Down $3,075 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$16,727

Down $3,075 (-16%) from 2015

Revenue

Down

$25

Down $3 (-11%) from 2015

Expenses

Up

$3,100

Up $1,729 (+126%) from 2015

Net Income

Down

-$3,075

Down $1,732 (-129%) from 2015

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $44,662Liabilities 2013: $0Net Assets 2013: $44,6622013Assets 2014: $21,145Liabilities 2014: $0Net Assets 2014: $21,1452014Assets 2015: $19,802Liabilities 2015: $0Net Assets 2015: $19,8022015Assets 2016: $16,727Liabilities 2016: $0Net Assets 2016: $16,7272016

Highlighted filing

2016

Assets$16,727
Liabilities$0
Net Assets$16,727

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2013: $413Expenses 2013: $3Net Income 2013: $4102013Revenue 2014: $34Expenses 2014: $23,551Net Income 2014: -$23,5172014Revenue 2015: $28Expenses 2015: $1,371Net Income 2015: -$1,3432015Revenue 2016: $25Expenses 2016: $3,100Net Income 2016: -$3,0752016

Highlighted filing

2016

Revenue$25
Expenses$3,100
Net Income-$3,075

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TYLER SUTTONPresident-$0--
HERTEJ SINGHInternal Vice President-$0--
AARON BASKASecretary-$0--
PAT ZIRBELHouse Manager-$0--
PETER MERKELTreasurer-$0--
JAMES GALLAGHERExternal Vice President-$0--
DAN TOURNOUZBoard Member - Publications-$0--
BOB BOEHLERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Ksr Ltd Endowment Fund
EIN
26-3368846
Phone
2628447719
Address
806 N 15TH ST, MILWAUKEE, WI 53233-1710

Signing Officer

Name
Peter Merkel
Title
Treasurer
Phone
2628447719
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Scott Haumersen CPA
Phone
6082744020
Raw XML Appendix326 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/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02628447719
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0K.S.R., LTD. ENDOWMENT FUND'S PRIMARY ACTIVITIES INVOLVE PROMOTING ACADEMICS AND LEADERSHIP EDUCATION. DURING 2016, K.S.R., LTD. ENDOWMENT FUND MADE A CHARITABLE PURPOSE GRANT TO THE TRIANGLE FRATERNITY - MARQUETTE CHAPTER OF $2,700 FOR THE PURCHASE OF A 3D PRINTER.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02700
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUESTS FOR FUNDS SHOULD INCLUDE THE PURPOSE FOR THE REQUEST, WHO WILL BENEFIT, WHY THE ORGANIZATION IS SEEKING FUNDS, AND HOW IT FULFILLS THE EDUCATIONAL AND OTHER REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) ORGANIZATIONS. K.S.R., LTD. ENDOWMENT FUND CURRENTLY HAS NO FORMAL APPLICATION AND CONSIDERS ALL REQUESTS ON A CASE BY CASE BASIS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KSR LTD ENDOWMENT FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02628447719
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0806 N 15TH ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0532331710
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FUNDS AWARDED MUST BE USED FOR PURPOSES CONSISTENT WITH PROMOTING ACADEMIC, SCIENTIFIC, AND LEADERSHIP EDUCATION WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 501(C)(3).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT TO PURCHASE 3D PRINTER FOR EDUCATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TRIANGLE FRATERNITY - MARQUETTE CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0806 N 15TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0532331710
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02700
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/AppliedToCurrentYearAmt0881
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018693
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020512
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018693
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01819
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020512
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018693
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER MERKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02628447719
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KSR LTD ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0KSRL
ReturnHeader/Filer/EIN0263368846
ReturnHeader/Filer/PhoneNum02628447719
ReturnHeader/Filer/USAddress/AddressLine1Txt0806 N 15TH ST
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532331710
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F5220C048E8F4764883E15D3AD23391DA5D6985E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId038ADCCD4451C13DD10062D258D4F13D8E82D36F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.91.110.18
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:34:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537133074
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT HAUMERSEN CPA
ReturnHeader/ReturnTs02017-05-15T10:01:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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