Civic Intelligence

Alfred H and Lois Kelch Charitable

EIN 27-6787226 • Milwaukee, WI

6083 N River Trail DrMilwaukee, WI 53225
Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

$1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

$1M-$5M nonprofits • Source year 2019

Net Margin

2nd percentile

-273%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,421,346

Down $2,832 (-0.2%) from 2018

Liabilities

Up

$250

Up $250 from 2018

Net Assets

Down

$1,421,096

Down $3,082 (-0.2%) from 2018

Revenue

Down

$21,206

Down $2,560 (-11%) from 2018

Expenses

Down

$79,159

Down $29,883 (-27%) from 2018

Net Income

Up

-$57,953

Up $27,323 (+32%) from 2018

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,145,726Liabilities 2012: $0Net Assets 2012: $2,145,7262012Assets 2013: $2,047,771Liabilities 2013: $0Net Assets 2013: $2,047,7712013Assets 2014: $1,954,312Liabilities 2014: $0Net Assets 2014: $1,954,3122014Assets 2015: $1,662,319Liabilities 2015: $0Net Assets 2015: $1,662,3192015Assets 2016: $1,577,214Liabilities 2016: $0Net Assets 2016: $1,577,2142016Assets 2017: $1,509,454Liabilities 2017: $0Net Assets 2017: $1,509,4542017Assets 2018: $1,424,178Liabilities 2018: $0Net Assets 2018: $1,424,1782018Assets 2019: $1,421,346Liabilities 2019: $250Net Assets 2019: $1,421,0962019

Highlighted filing

2019

Assets$1,421,346
Liabilities$250
Net Assets$1,421,096

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2012: $62,4212012Revenue 2013: $4,760Expenses 2013: $102,715Net Income 2013: -$97,9552013Revenue 2014: $2,668Expenses 2014: $96,127Net Income 2014: -$93,4592014Revenue 2015: $1,315Expenses 2015: $293,308Net Income 2015: -$291,9932015Revenue 2016: $11,318Expenses 2016: $96,423Net Income 2016: -$85,1052016Revenue 2017: $17,240Expenses 2017: $85,000Net Income 2017: -$67,7602017Revenue 2018: $23,766Expenses 2018: $109,042Net Income 2018: -$85,2762018Revenue 2019: $21,206Expenses 2019: $79,159Net Income 2019: -$57,9532019

Highlighted filing

2019

Revenue$21,206
Expenses$79,159
Net Income-$57,953

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY BEYERTrustee-$0--
JEFF BEYERTrustee-$0--
LARRY HARMACINSKITrustee-$0--
THMAS HEGYTrustee-$0--
WILLIAM LIMATAINENTrustee-$0--
KENT MCMAKINSecretary-$0--
DAVID BEJVANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Alfred H and Lois Kelch Charitable
EIN
27-6787226
Phone
4144165895
Address
6083 N RIVER TRAIL DR, MILWAUKEE, WI 53225

Signing Officer

Name
David Bejvan
Title
Treasurer
Phone
6087282646
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Benning Group LLC
Address
1809 10TH ST, MONROE, WI 53566-1830
Preparer
Jenny L Blocker
Phone
6083255035
Raw XML Appendix375 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0647190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0692023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01481620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01582871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01699006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01988507
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt078289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.486636
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt078144
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt078289
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0145
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt078289
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID BEJVAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06083 N RIVER TRAIL RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053225
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04144165895
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS ARE GIVEN TO SUPPORT THE MISSION OF CHARITABLE ORGANIZATIONS. SIGNIFICANT SUPPORT WAS GIVEN IN 2019 TO THE KELCH AVIATION MUSEUM.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt066471
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT CONSTRUCTION OF MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT GENERAL MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KELCH AVIATION MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EAAVAA CHAPTER 11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13000 POBEREZNY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRODHEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OSHKOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066471
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/AppliedToCurrentYearAmt032215
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0109844
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0248659
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0109844
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078289
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046074
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0248659
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0202585
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt0150000
LandEtcSchedule2/LandEtcGrp/BookValueAmt135000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1AIRPORT HANGAR
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0150000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt135000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0150000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt135000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0567700
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COLLECTIONS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0567700
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0567700
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EQUIP RENTAL & MAINT.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02023
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02023
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt162
OtherIncreasesSchedule/OtherIncreasesDetail/Amt054871
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13883
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OUTSIDE CONTRACT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13883
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03883
TaxesSchedule/TaxesDetail/Amt0870
TaxesSchedule/TaxesDetail/CategoryTxt0BUSINESS TAXES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BEJVAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06087282646
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALFRED H AND LOIS KELCH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALFR
ReturnHeader/Filer/EIN0276787226
ReturnHeader/Filer/PhoneNum04144165895
ReturnHeader/Filer/USAddress/AddressLine1Txt06083 N RIVER TRAIL DR
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053225
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0909F3362C55D446B41BDD225633F11AB3A7C90D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4BE22F9CEB250D975A2DF83880F01BEE74C3059
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:30:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300003878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENNING GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01809 10TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0535661830
ReturnHeader/PreparerPersonGrp/PhoneNum06083255035
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY L BLOCKER
ReturnHeader/ReturnTs02020-11-12T11:30:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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