Civic Intelligence

The Frederic and Herb Kohler Trust for Education Advantage

EIN 32-6402420 • 501(c)3 • Kohler, WI

Profile

Engage in and conduct charitable activities for the benefit of, to perform the functions of, or to assist in carrying out the charitable purposes of the kohler public school district and the john michael kohler arts center, inc. Including distributing net income to said supported organizations.

725X Woodlake RdKohler, WI 53044

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

5.1%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$0

Higher top officer pay than 61% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Revenue Growth

76th percentile

30%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,239,859

Up $198,058 (+19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$1,239,859

Up $198,058 (+19%) from 2021

Operations
Liabilities / Revenue19th percentileNet Margin51st percentile

Revenue

Up

$872,586

Up $471,475 (+118%) from 2021

Expenses

Up

$827,984

Up $567,948 (+218%) from 2021

Net Income

Down

$44,602

Down $96,473 (-68%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $727,850Liabilities 2017: $0Net Assets 2017: $727,8502017Assets 2018: $628,490Liabilities 2018: $0Net Assets 2018: $628,4902018Assets 2019: $843,286Liabilities 2019: $0Net Assets 2019: $843,2862019Assets 2020: $901,870Liabilities 2020: $0Net Assets 2020: $901,8702020Assets 2021: $1,041,801Liabilities 2021: $0Net Assets 2021: $1,041,8012021Assets 2024: $1,239,859Liabilities 2024: $0Net Assets 2024: $1,239,8592024

Highlighted filing

2024

Assets$1,239,859
Liabilities$0
Net Assets$1,239,859
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$1.0M$500K$0-$500KRevenue 2017: $728,820Expenses 2017: $970Net Income 2017: $727,8502017Revenue 2018: $49,804Expenses 2018: $43,752Net Income 2018: $6,0522018Revenue 2019: $136,382Expenses 2019: $15,576Net Income 2019: $120,8062019Revenue 2020: $217,353Expenses 2020: $272,787Net Income 2020: -$55,4342020Revenue 2021: $401,111Expenses 2021: $260,036Net Income 2021: $141,0752021Revenue 2024: $872,586Expenses 2024: $827,984Net Income 2024: $44,6022024

Highlighted filing

2024

Revenue$872,586
Expenses$827,984
Net Income$44,602
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,239,859
Liabilities
$0
Net assets
$1,239,859
Revenue
$872,586
Expenses
$827,984
Net income
$44,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.87$0.83$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.40$0.26$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.22$0.27$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.14$0.02$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.05$0.04$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.73$0.00$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$872,586
Mission and Program Overview

Mission

Engage in and conduct charitable activities for the benefit of, to perform the functions of, or to assist in carrying out the charitable purposes of the kohler public school district and the john michael kohler arts center, inc. Including distributing net income to said supported organizations.

The trust was organized to engage in and conduct charitable activities for the benefit of, to perform the functions of, or to assist in carrying out the charitable purposes of the kohler public school district and the john michael kohler arts center, inc. Including distributing net income to said supported organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,084,863$1,239,859▲ $154,996
Investments in Publicly Traded Securities$1,033,680$1,232,849▲ $199,169
Savings and Temporary Cash Investments$50,850$6,013▼ $44,837
Cash and Non-Interest-Bearing Accounts$333$997▲ $664
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,084,863$1,239,859▲ $154,996
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,084,863$1,239,859▲ $154,996
Total Liabilities and Net Assets / Fund Balance$1,084,863$1,239,859▲ $154,996
Compensation and Service Providers
Top Officer Pay61st percentile

Board Members and Trustees

NameTitle
Laura KohlerTrustee
Lisa GreeneTrustee
Maeve QuinnTrustee
Natasha RowellTrustee
Nina KohlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$872,586
Other Revenue
$0
Change in Net Assets
$44,602
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$824,796
Other Expenses$3,188
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$824,796--$824,796
Fees for Service Investment Mgmnt Fees-$1,336-$1,336
Fees for Services Accounting-$1,177-$1,177
Other Expenses-$675-$675
Total Functional Expenses$824,796$3,188$0$827,984
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kohler Public School DistrictKohler, WIGovernmental UnitInformation Technology, Technology Education, Facilities & Grounds, Staff Retention, Teacher Development and Community Fitness Center.$700,000
John Michael Kohler Arts Center IncMilwaukee, WISection 501(c)(3)General Operating$124,796
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Laura kohler is nina kohler's sister-in-law”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the trustees before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“Any activity of the trust that may encounter a conflict is reviewed with legal counsel.”

Form 990, Part VI, Section C, Line 19

“Forms are available upon request with nominal copying costs.”

Filing and Contact Details

Filer

Filer Name
The Frederic and Herb Kohler Trust
EIN
32-6402420
Phone
9204581972
Address
725X WOODLAKE RD, KOHLER, WI 53044

Signing Officer

Name
Laura Kohler
Title
Trustee
Phone
9204581972
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Kohler
Formed
2014
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
790 N WATER ST SUITE 2000, MILWAUKEE, WI 53202
Preparer
Troy Marine
Phone
4147775500
Raw XML Appendix345 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.

Path#Value
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt0872586
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0872586
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01033680
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IRS990/IRPDocumentCnt01
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IRS990/MembersOrStockholdersInd00
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IRS990/MissionDesc0ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE KOHLER PUBLIC SCHOOL DISTRICT AND THE JOHN MICHAEL KOHLER ARTS CENTER, INC. INCLUDING DISTRIBUTING NET INCOME TO SAID SUPPORTED ORGANIZATIONS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE IRS ISSUED A DETERMINATION LETTER DATE MARCH 15, 2016 IDENTIFYING THE TRUST AS A TYPE II SUPPORTING ORGANIZATION UNDER IRC SECTION 509 (A) (3). CONSISTENT WITH THE TRUST AGREEMENT AND THE FACTS SET FORTH ON THE TRUST'S FORM 1023 APPLICATION, A MAJORITY OF THE TRUSTEES OF THE TRUST ARE OFFICERS, DIRECTORS, AND/OR SENIOR MANAGEMENT OF JOHN MICHAEL KOHLER ARTS CENTER, INC. AND THE KOHLER PUBLIC SCHOOL DISTRICT, WHICH ARE THE SUPPORTED ORGANIZATIONS NAMED IN THE ORIGINATING TRUST DOCUMENT.
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1INFORMATION TECHNOLOGY, TECHNOLOGY EDUCATION, FACILITIES & GROUNDS, STAFF RETENTION, TEACHER DEVELOPMENT AND COMMUNITY FITNESS CENTER.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JOHN MICHAEL KOHLER ARTS CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KOHLER PUBLIC SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0391085180
IRS990ScheduleI/RecipientTable/RecipientEIN1396003925
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0608 NEW YORK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1333 UPPER ROAD
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053081
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153044
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF THE TRUSTEES ARE DIRECTORS/OFFICERS/SENIOR MANAGEMENT OF THE SUPPORTED ORGANIZATIONS RECEIVING THE GRANTS. THE TRUST IS IN REGULAR CONTACT WITH THE SUPPORTED ORGANIZATIONS THROUGHOUT THE YEAR. THE SUPPORTED ORGANIZATION'S SENIOR MANAGEMENT ATTEND THE TRUST'S ANNUAL MEETING AND PROVIDE THE TRUST ANNUAL FOLLOW UP REPORTS ON HOW THE GRANTS HAVE BEEN UTILIZED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAURA KOHLER IS NINA KOHLER'S SISTER-IN-LAW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TRUSTEES BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY ACTIVITY OF THE TRUST THAT MAY ENCOUNTER A CONFLICT IS REVIEWED WITH LEGAL COUNSEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS ARE AVAILABLE UPON REQUEST WITH NOMINAL COPYING COSTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01084863
IRS990/TotalAssetsEOYAmt01239859
IRS990/TotalAssetsGrp/BOYAmt01084863
IRS990/TotalAssetsGrp/EOYAmt01239859
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0824796
IRS990/TotalFunctionalExpensesGrp/TotalAmt0827984
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01084863
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01239859
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0824796
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0872586
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0872586
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01084863
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01239859
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0725X WOODLAKE RD
IRS990/USAddress/CityNm0KOHLER
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053044
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA KOHLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09204581972
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FREDERIC AND HERB KOHLER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR EDUCATION ADVANTAGE
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0326402420
ReturnHeader/Filer/PhoneNum09204581972
ReturnHeader/Filer/USAddress/AddressLine1Txt0725X WOODLAKE RD
ReturnHeader/Filer/USAddress/CityNm0KOHLER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053044
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0790 N WATER ST SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04147775500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY MARINE
ReturnHeader/ReturnTs02025-11-17T09:20:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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