Civic Intelligence

Lutz Family Foundation

990PF • Fiscal year 2020 • EIN 26-3919877

Dec 01, 2019 to Nov 30, 2020 • Filed on Mar 08, 2021

Organization Profile
2467 Hall RoadHartford, WI 53027

(262) 673-6690

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

257%

Higher net margin than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,306,634

No earlier filing loaded for comparison.

Net Assets

$1,306,634

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

-$14,191

No earlier filing loaded for comparison.

Expenses

$22,222

No earlier filing loaded for comparison.

Net Income

-$36,413

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,306,634Liabilities 2020: $0Net Assets 2020: $1,306,6342020Assets 2021: $1,424,947Liabilities 2021: $0Net Assets 2021: $1,424,9472021Assets 2022: $1,482,035Liabilities 2022: $0Net Assets 2022: $1,482,0352022Assets 2023: $1,507,559Liabilities 2023: $0Net Assets 2023: $1,507,5592023Assets 2024: $1,624,786Liabilities 2024: $0Net Assets 2024: $1,624,7862024

Highlighted filing

2020

Assets$1,306,634
Liabilities$0
Net Assets$1,306,634
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2020: -$14,191Expenses 2020: $22,222Net Income 2020: -$36,4132020Revenue 2021: $136,262Expenses 2021: $17,952Net Income 2021: $118,3102021Revenue 2022: $81,174Expenses 2022: $24,083Net Income 2022: $57,0912022Revenue 2023: $47,803Expenses 2023: $22,282Net Income 2023: $25,5212023Revenue 2024: $141,130Expenses 2024: $23,903Net Income 2024: $117,2272024

Highlighted filing

2020

Revenue-$14,191
Expenses$22,222
Net Income-$36,413
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Mar 8, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA R LUTZTrustee-$0--
WENDY L DULAKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL OPERATINGPCHARTFORD, WI, US$6,000
Paid Grant-GENERAL OPERATINGPCWAUKESHA, WI, US$5,000
Paid Grant-GENERAL OPERATINGPCHARTFORD, WI, US$2,000
Paid Grant-GENERAL OPERATINGPCOregon, IL, US$1,000
Filing and Contact Details

Filer

Filer Name
Lutz Family Foundation
EIN
26-3919877
Phone
2626736690
Address
2467 HALL ROAD, HARTFORD, WI 53027

Signing Officer

Name
Sylvia R Lutz
Title
Trustee
Signed
2021-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Mohr Cpas Llp
Address
10361 Innovation Drive 150, Milwaukee, WI 53226
Preparer
Kari Thompson Young
Phone
4142449940
Raw XML Appendix310 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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ReturnHeader/ReturnTs02021-03-10T10:51:38-08:00
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ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,306,634
Liabilities
$0
Net assets
$1,306,634
Revenue
-$14,191
Expenses
$22,222
Net income
-$36,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.02$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.02$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.08$0.02$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.14$0.02$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.01$0.02$0.04