Civic Intelligence

David R Charles Sr Family Foundation Inc

EIN 26-3925889 • New Franken, WI

Pub. 78 Eligible
5845 N Shore AcresNew Franken, WI 54229
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.3%

Faster asset growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

50%

Faster revenue growth than 80% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$11,029,498

Up $745,995 (+7.3%) from 2023

Liabilities

Flat

$5,000

Flat from 2023

Net Assets

Up

$11,024,498

Up $745,995 (+7.3%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin84th percentile

Revenue

Up

$1,617,513

Up $542,601 (+50%) from 2023

Expenses

Down

$871,518

Down $233,221 (-21%) from 2023

Net Income

Up

$745,995

Up $775,822 (+2601%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$15M$10M$5.0M$0Assets 2010: $636,815Liabilities 2010: $0Net Assets 2010: $636,8152010Assets 2011: $828,020Liabilities 2011: $0Net Assets 2011: $828,0202011Assets 2012: $1,030,154Liabilities 2012: $0Net Assets 2012: $1,030,1542012Assets 2013: $1,020,971Liabilities 2013: $0Net Assets 2013: $1,020,9712013Assets 2014: $1,458,455Liabilities 2014: $0Net Assets 2014: $1,458,4552014Assets 2015: $1,196,504Liabilities 2015: $0Net Assets 2015: $1,196,5042015Assets 2016: $1,595,470Liabilities 2016: $0Net Assets 2016: $1,595,4702016Assets 2018: $2,207,967Liabilities 2018: $0Net Assets 2018: $2,207,9672018Assets 2019: $3,615,630Liabilities 2019: $0Net Assets 2019: $3,615,6302019Assets 2020: $8,116,565Liabilities 2020: $0Net Assets 2020: $8,116,5652020Assets 2021: $8,527,798Liabilities 2021: $12,000Net Assets 2021: $8,515,7982021Assets 2022: $10,313,330Liabilities 2022: $5,000Net Assets 2022: $10,308,3302022Assets 2023: $10,283,503Liabilities 2023: $5,000Net Assets 2023: $10,278,5032023Assets 2024: $11,029,498Liabilities 2024: $5,000Net Assets 2024: $11,024,4982024

Highlighted filing

2024

Assets$11,029,498
Liabilities$5,000
Net Assets$11,024,498
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $293,8582010Expenses 2011: $85,8392011Expenses 2012: $75,3542012Revenue 2013: $238,020Expenses 2013: $247,203Net Income 2013: -$9,1832013Revenue 2014: $497,796Expenses 2014: $60,312Net Income 2014: $437,4842014Revenue 2015: -$164,730Expenses 2015: $97,221Net Income 2015: -$261,9512015Revenue 2016: $533,236Expenses 2016: $134,270Net Income 2016: $398,9662016Revenue 2018: $651,433Expenses 2018: $48,329Net Income 2018: $603,1042018Revenue 2019: $2,407,031Expenses 2019: $71,371Net Income 2019: $2,335,6602019Revenue 2020: $5,469,140Expenses 2020: $694,852Net Income 2020: $4,774,2882020Revenue 2021: $1,529,619Expenses 2021: $1,130,386Net Income 2021: $399,2332021Revenue 2022: $2,590,118Expenses 2022: $797,586Net Income 2022: $1,792,5322022Revenue 2023: $1,074,912Expenses 2023: $1,104,739Net Income 2023: -$29,8272023Revenue 2024: $1,617,513Expenses 2024: $871,518Net Income 2024: $745,9952024

Highlighted filing

2024

Revenue$1,617,513
Expenses$871,518
Net Income$745,995
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,029,498
Liabilities
$5,000
Net assets
$11,024,498
Revenue
$1,617,513
Expenses
$871,518
Net income
$745,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.01$11.0$1.62$0.87$0.75
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$1.07$1.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.01$10.3$2.59$0.80$1.79
2021Detailed filing. Detailed filing data is available for this year.$8.53$0.01$8.52$1.53$1.13$0.40
2020Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$5.47$0.69$4.77
2019Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$2.41$0.07$2.34
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.65$0.05$0.60
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.53$0.13$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.16$0.10$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.50$0.06$0.44
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.24$0.25$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09
2010Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R CHARLESPresident/VP/Treas-$0--
KRISTIE J BARBAROSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles Family Foundation Inc
EIN
26-3925889
Phone
9204325777
Address
5845 N SHORE ACRES, NEW FRANKEN, WI 54229

Signing Officer

Name
David Charles
Title
President
Phone
9204325777
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1175 LOMBARDI AVENUE SUITE 200, GREEN BAY, WI 54304
Preparer
Brian J Strnad
Phone
9204367800
Raw XML AppendixShowing 400 of 796 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/VP/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13800 DOWNERS DR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DOWNERS GROVE
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID R CHARLES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05845 N SHORE ACRES ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW FRANKEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054229
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SUBMIT GENERAL INFORMATION ABOUT THE REQUEST. THE FOUNDATION DOES NOT HAVE A STANDARD FORM THAT SHOULD BE USED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID R CHARLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09204325777
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05845 N SHORE ACRES RD
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd054229
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION ONLY AWARDS GRANTS WITH PROOF OF IRC SEC. 501(C)(3) PUBLIC CHARITY STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DAVID R CHARLES
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KRISTIE J BARBARO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1480000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1675000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25100000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt342000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt362500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt402500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4311800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt442500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDING FOR THE 2024 ANNUAL CAMPAIGN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SPONSORSHIP FOR BROWN AND KEWAUNEE HIGH SCHOOLS TO ATTEND BADGER BOYS STATE IN 2024.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT YOUTH MENTORING PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ANNUAL FRIENDS OF SCOUTING CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ACADEMIC COACHING & MENTORSHIP PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5IN SUPPORT OF FOSTER CARE PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROVIDE DENTISTRY FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT AND PROMOTE COURT-APPOINTED ADVOCATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO SUPPORT PROGRAMS FOR INDIVIDUALS WITH DISABILITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9NE CARE CLOSER TO HOME SITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10DONATION TO END-OF-YEAR APPEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11FOR THE CHARITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12HORSE THERAPY FOR SPECIAL NEEDS PEOPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FUNDING FOR BEACH IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SPECIAL STAFF GRANTS FOR THE GRACE MASTER'S DEGREE PATH PROGRAM AND TOP TEACHER TALENT AWARDS FUNDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SPONSOR FLIGHT OF CHAMPIONS FLIGHT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16TO SUPPORT YOUTH PROGRAMS AND EVENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17TO FUND EFFORTS IN TEACHING SAFE SAILING AND PADDLE SPORTS IN THE WATERS OF GREEN BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18ANNUAL APPEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19FOR CANCER RESEARCH.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SPONSORSHIP OF NATIONAL CONVENTION AND COPS AND BOBBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21TO SUPPORT THERAPEUTIC RIDING PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22TO SUPPORT JUNIOR ACHIEVEMENT PROGRAMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23ONE WALK JACKSON - TEAM NOLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24TO PROMOTE THE SPORT OF YOUTH BASKETBALL IN KEWAUNEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25UNRESTRICTED DONATION FOR GREATEST NEEDS AT MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26DISTINGUISHED GENTLEMAN'S RIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27HOLIDAY LIGHTS CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28GENERAL OPERATING SUPPORT FOR SNOW KING VOLUNTEER SKI PATROL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29MATCHING FUNDRAISER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30PROVIDE INDIVIDUALIZED TUTORING TO STUDENTS WITH DYSLEXIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31ANNUAL FUND DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32TO FUND CHARITABLE OBJECTIVES OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33UNRESTRICTED GIFT TO PROVIDE SUPPORT FOR THOSE IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34STATE FOUNDATION GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35UNRESTRICTED FUND DONATION TO SUPPORT HOMELESS SHELTER OPERATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36TO FUND CHARITABLE OBJECTIVES OF CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37SUPPORT OF THE PARISH OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38TO SUPPORT GRANTS TO INDIVIDUALS IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39TO SUPPORT THE OPERATIONS OF THE LOCAL CASA PROGAMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt402024 YMCA ANNUAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt412024 ANNUAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42ANNUAL FIGHT HUNGER GIVE HOPE CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43DONATION FOR THE HOLIDAY MARKET PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44PROVIDE SUPPORT FOR PEOPLE WITH ADDICTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AUTISM SOCIETY OF SOUTHEASTERN WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BADGER BOYS STATE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BIG BROTHERS BIG SISTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOYS & GIRLS CLUB OF GREATER GREEN BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BROWN COUNTY FOSTER CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BROWN COUNTY ORAL HEALTH PARTNERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CASA OF BROWN COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CEREBRAL PALSY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CHILDREN'S HOSPITAL OF WI FOUNDATION

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