Civic Intelligence

William a Linton Charitable Foundation

EIN 35-2602257 • 501(c)3 • Madison, WI

Profile

To apply its income or property, or both, exclusively for scientific, charitable, or educational purposes and to engage in such other activities which are exclusively in futherance of these purposes within the meaning of section 501(c)(3) of the internal revenue code and to support the usona institute, inc or such other organizations that are primarily engaged in "medical research and that are closely related in purpose or function to usona institute, inc.

2881 Woods Hollow RoadMadison, WI 53711

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-42%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-78%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

3000200%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,017

Up $2,736 (+120%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,017

Up $2,736 (+120%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Up

$4,154

Up $4,150 (+103750%) from 2023

Expenses

Up

$1,418

Up $141 (+11%) from 2023

Net Income

Up

$2,736

Up $4,009 (+315%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$30K$20K$10K$0Assets 2017: $20,001Liabilities 2017: $0Net Assets 2017: $20,0012017Assets 2018: $18,065Liabilities 2018: $0Net Assets 2018: $18,0652018Assets 2019: $17,079Liabilities 2019: $0Net Assets 2019: $17,0792019Assets 2020: $17,048Liabilities 2020: $0Net Assets 2020: $17,0482020Assets 2021: $16,063Liabilities 2021: $0Net Assets 2021: $16,0632021Assets 2022: $3,554Liabilities 2022: $0Net Assets 2022: $3,5542022Assets 2023: $2,281Liabilities 2023: $0Net Assets 2023: $2,2812023Assets 2024: $5,017Liabilities 2024: $0Net Assets 2024: $5,0172024

Highlighted filing

2024

Assets$5,017
Liabilities$0
Net Assets$5,017
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$60K$40K$20K$0-$20KRevenue 2017: $20,001Expenses 2017: $0Net Income 2017: $20,0012017Revenue 2018: $8Expenses 2018: $1,944Net Income 2018: -$1,9362018Revenue 2019: $9Expenses 2019: $995Net Income 2019: -$9862019Revenue 2020: $4Expenses 2020: $35Net Income 2020: -$312020Revenue 2021: $1Expenses 2021: $986Net Income 2021: -$9852021Revenue 2022: $30,003Expenses 2022: $42,512Net Income 2022: -$12,5092022Revenue 2023: $4Expenses 2023: $1,277Net Income 2023: -$1,2732023Revenue 2024: $4,154Expenses 2024: $1,418Net Income 2024: $2,7362024

Highlighted filing

2024

Revenue$4,154
Expenses$1,418
Net Income$2,736
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,017
Liabilities
$0
Net assets
$5,017
Revenue
$4,154
Expenses
$1,418
Net income
$2,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$4.15$1.42$2.74
2023Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.00$1.28$1.27
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$30.0$42.5$12.5
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$0.00$0.99$0.99
2020Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.00$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$0.01$1.00$0.99
2018Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.01$1.94$1.94
2017Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$20.0$0.00$20.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 10, 2025
Return Version
2024v5.0
Gross Receipts
$4,154
Mission and Program Overview

Mission

To apply its income or property, or both, exclusively for scientific, charitable, or educational purposes and to engage in such other activities which are exclusively in futherance of these purposes within the meaning of section 501(c)(3) of the internal revenue code and to support the usona institute, inc or such other organizations that are primarily engaged in "medical research and that are closely related in purpose or function to usona institute, inc.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE USONA INSTITUTE, INC AND OTHER ORGANIZATIONS THAT ARE PRIMARILY ENGAGED IN MEDICAL RESEARCH.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A LINTONDirector, Chair, President-$0--
JOHN LEBLANCTreasurer-$0--
MATHEW SAURSecretary-$0--
PONCHO MEISENHEIMERDirector-$0--
RACHELLE SAMPSONDirector-$0--
RICHARD LANGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
William a Linton Charitable Foundation
EIN
35-2602257
Phone
6084433515
Address
2881 WOODS HOLLOW ROAD, MADISON, WI 53711

Signing Officer

Name
John Leblanc
Title
Treasurer
Phone
6084433515
Signed
2025-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Laura Schweitzer CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 4.”

Raw XML Appendix162 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06084433515
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR, CHAIR, PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO APPLY ITS INCOME OR PROPERTY, OR BOTH, EXCLUSIVELY FOR SCIENTIFIC, CHARITABLE, OR EDUCATIONAL PURPOSES AND TO ENGAGE IN SUCH OTHER ACTIVITIES WHICH ARE EXCLUSIVELY IN FUTHERANCE OF THESE PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TO SUPPORT THE USONA INSTITUTE, INC OR SUCH OTHER ORGANIZATIONS THAT ARE PRIMARILY ENGAGED IN "MEDICAL RESEARCH AND THAT ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO USONA INSTITUTE, INC.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LEBLANC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06084433515
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM A LINTON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0352602257
ReturnHeader/Filer/PhoneNum06084433515
ReturnHeader/Filer/USAddress/AddressLine1Txt02881 WOODS HOLLOW ROAD
ReturnHeader/Filer/USAddress/CityNm0MADISON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA SCHWEITZER CPA
ReturnHeader/ReturnTs02025-03-11T09:50:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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