Civic Intelligence

Lutz Family Charitable Trust

EIN 27-6729629 • Elm Grove, WI

1505 Greenway TerraceElm Grove, WI 53122
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2022

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-1.6%

Faster revenue growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$6,010,298

Up $788,648 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,010,298

Up $788,648 (+15%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin92nd percentile

Revenue

Up

$1,058,214

Up $325,332 (+44%) from 2023

Expenses

Up

$269,566

Up $29,566 (+12%) from 2023

Net Income

Up

$788,648

Up $295,766 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $3,168,073Liabilities 2019: $0Net Assets 2019: $3,168,0732019Assets 2020: $3,596,193Liabilities 2020: $0Net Assets 2020: $3,596,1932020Assets 2021: $4,200,233Liabilities 2021: $0Net Assets 2021: $4,200,2332021Assets 2022: $4,728,768Liabilities 2022: $0Net Assets 2022: $4,728,7682022Assets 2023: $5,221,650Liabilities 2023: $0Net Assets 2023: $5,221,6502023Assets 2024: $6,010,298Liabilities 2024: $0Net Assets 2024: $6,010,2982024

Latest loaded filing

2024

Assets$6,010,298
Liabilities$0
Net Assets$6,010,298
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0Revenue 2019: $567,911Expenses 2019: $123,023Net Income 2019: $444,8882019Revenue 2020: $580,685Expenses 2020: $152,565Net Income 2020: $428,1202020Revenue 2021: $788,168Expenses 2021: $184,128Net Income 2021: $604,0402021Revenue 2022: $775,401Expenses 2022: $246,866Net Income 2022: $528,5352022Revenue 2023: $732,882Expenses 2023: $240,000Net Income 2023: $492,8822023Revenue 2024: $1,058,214Expenses 2024: $269,566Net Income 2024: $788,6482024

Latest loaded filing

2024

Revenue$1,058,214
Expenses$269,566
Net Income$788,648
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$1.06$0.27$0.79
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.73$0.24$0.49
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.78$0.25$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.79$0.18$0.60
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.58$0.15$0.43
2019Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.57$0.12$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 23, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY L DULAKTrustee-$0--
MICHAEL G LUTZTrustee-$0--
SHERRI A LUTZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT SPECIAL NEEDS SUMMER CAMP AND FUND FAMILIES REQUIRING TECHNOLOGY ASSISTANCE-MOORESTOWN, NJ, US$100,000
Paid Grant-SUPPORT THEATRE'S MISSION OF BEING THE ARTS, EDUCATION AND ENTERTAINMENT LEADER IN SOUTH SARASOTA COUNTY-VENICE, FL, US$89,250
Paid Grant-SUPPORT OF THE 2025 CHRISTMAS FANTASY HOUSE-MILWAUKEE, WI, US$55,000
Paid Grant-SUPPORT OF 2026 FORK FARMS PROGRAMMING-MILWAUKEE, WI, US$20,000
Paid Grant-SUPPORT OF ANNUAL FUND-MILWAUKEE, WI, US$10,000
Paid Grant-SUPPORT OF HOLIDAY LIGHTS PROJECT-HARTFORD, WI, US$10,000
Paid Grant-SUPPORT OF ARTS & ARTISTS IN ENGLEWOOD-ENGLEWOOD, FL, US$10,000
Paid Grant-ENVIRONMENTAL PROTECTION OF GREAT LAKES-CHICAGO, IL, US$5,000
Filing and Contact Details

Filer

Filer Name
Lutz Family Charitable Trust
EIN
27-6729629
Address
1505 GREENWAY TERRACE, ELM GROVE, WI 53122

Signing Officer

Name
Wendy L Dulak
Title
Trustee
Signed
2026-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Mohr CPAs LLP
Address
10361 Innovation Drive 150, Milwaukee, WI 53226
Preparer
Kari Thompson Young
Phone
4142449940
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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/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ALLIANCE FOR THE GREAT LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ARTS ALLIANCE OF LEMON BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7RONALD MCDONALD HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04257 N 100TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 N RURAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2929 E WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3322 EAST MAPLE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4140 TAMPA AVE W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5150 N MICHIGAN AVE SUITE 750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6452 W DEARBORN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt78948 WATERTOWN PLANK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MOORESTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VENICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ENGLEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd308057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd634223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0299250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01244
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0299631
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0349273
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300875
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0348029
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0299631
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WALTER SYLVIA LUTZ 2010 CLT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1WALTER SYLVIA LUTZ 2013 CLT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0777 EAST WISCONSIN AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1777 EAST WISCONSIN AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053202
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd153202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0435936
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1307396
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MOHR CPAS LLP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015712
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11625
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WALTER SYLVIA LUTZ 2010 CLT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1WALTER SYLVIA LUTZ 2013 CLT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0777 EAST WISCONSIN AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1777 EAST WISCONSIN AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MILWAUKEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1MILWAUKEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053202
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd153202
TaxesSchedule/TaxesDetail/Amt04021
TaxesSchedule/TaxesDetail/Amt16000
TaxesSchedule/TaxesDetail/CategoryTxt02024 TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt12025 ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY L DULAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUTZ FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUTZ
ReturnHeader/Filer/EIN0276729629
ReturnHeader/Filer/USAddress/AddressLine1Txt01505 GREENWAY TERRACE
ReturnHeader/Filer/USAddress/CityNm0ELM GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053122
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392032480
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mohr CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010361 Innovation Drive 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04142449940
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kari Thompson Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-04T12:37:38-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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