Civic Intelligence

Carlisle B Van Meter Family Fdn Inc Co Us

EIN 31-1613369 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-81%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $508,267 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $508,267 (-100%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin85th percentile

Revenue

Down

$15,108

Down $64,880 (-81%) from 2021

Expenses

Down

$9,156

Down $33,590 (-79%) from 2021

Net Income

Down

$5,952

Down $31,290 (-84%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2013: $447,382Liabilities 2013: $0Net Assets 2013: $447,3822013Assets 2014: $436,100Liabilities 2014: $0Net Assets 2014: $436,1002014Assets 2015: $443,828Liabilities 2015: $0Net Assets 2015: $443,8282015Assets 2016: $493,144Liabilities 2016: $0Net Assets 2016: $493,1442016Assets 2017: $504,772Liabilities 2017: $0Net Assets 2017: $504,7722017Assets 2018: $516,133Liabilities 2018: $0Net Assets 2018: $516,1332018Assets 2020: $471,406Liabilities 2020: $0Net Assets 2020: $471,4062020Assets 2021: $508,267Liabilities 2021: $0Net Assets 2021: $508,2672021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50KExpenses 2013: $28,3662013Revenue 2014: $56,577Expenses 2014: $67,859Net Income 2014: -$11,2822014Revenue 2015: $80,130Expenses 2015: $72,399Net Income 2015: $7,7312015Revenue 2016: $59,355Expenses 2016: $10,039Net Income 2016: $49,3162016Revenue 2017: $64,890Expenses 2017: $53,260Net Income 2017: $11,6302017Revenue 2018: $60,507Expenses 2018: $49,148Net Income 2018: $11,3592018Revenue 2020: $2,969Expenses 2020: $48,970Net Income 2020: -$46,0012020Revenue 2021: $79,988Expenses 2021: $42,746Net Income 2021: $37,2422021Revenue 2022: $15,108Expenses 2022: $9,156Net Income 2022: $5,9522022

Highlighted filing

2022

Revenue$15,108
Expenses$9,156
Net Income$5,952
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$15,108
Expenses
$9,156
Net income
$5,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.80$0.43$0.37
2020Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.03$0.49$0.46
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.61$0.49$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.65$0.53$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.59$0.10$0.49
2015Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.80$0.72$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.57$0.68$0.11
2013Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Jul 19, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE VAN METER JRVice President/Trustee-$0--
LAURANCE VAN METERSecretary/Trustee-$0--
THOMAS F VAN METER IITreasurer/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Carlisle B Van Meter Family Fdn Inc Co US
EIN
31-1613369
Phone
5136322018
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
George B Van Meter
Title
VP and Trustee
Phone
5136322018
Signed
2022-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML Appendix341 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03847
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03847
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0322
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036373
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0286
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0286
LiquidationExplanationStmt/ExplanationTxt0THIS FOUNDATION WAS TERMINATED UNDER 507B2. SEE ATTACHED STATEMENT FOR ADDITIONAL INFORMATION.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1502037
OtherDecreasesSchedule/OtherDecreasesDetail/Amt212180
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1507B2 TERMINATING TRANSFER (SEE STMT)
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2RESERVE FOR FINAL FEES AND TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEE REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER EXPENSE (NON-DEDUCTIBLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0361
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03245
TaxesSchedule/TaxesDetail/Amt0138
TaxesSchedule/TaxesDetail/Amt1852
TaxesSchedule/TaxesDetail/Amt21056
TaxesSchedule/TaxesDetail/Amt318
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0138
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt318
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE B VAN METER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP AND TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05136322018
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLISLE B VAN METER FAMILY FDN INC CO US
ReturnHeader/Filer/BusinessNameControlTxt0VANM
ReturnHeader/Filer/EIN0311613369
ReturnHeader/Filer/PhoneNum05136322018
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-12T14:00:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

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