Civic Intelligence

Josephine P & John J Louis Foundation Inc

EIN 36-3837993 • Lake Geneva, WI

C/O Mr Walter Bell 410 Hunt ClubLake Geneva, WI 53147
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

29th percentile

-3.8%

Higher net margin than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

160%

Faster revenue growth than 91% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,528,730

Up $345,989 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,528,730

Up $345,989 (+4.2%) from 2023

Revenue

Up

$509,071

Up $312,930 (+160%) from 2023

Expenses

Up

$528,346

Up $264,051 (+100%) from 2023

Net Income

Up

-$19,275

Up $48,879 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $7,869,381Liabilities 2010: $0Net Assets 2010: $7,869,3812010Assets 2011: $7,940,041Liabilities 2011: $0Net Assets 2011: $7,940,0412011Assets 2012: $8,021,126Liabilities 2012: $0Net Assets 2012: $8,021,1262012Assets 2013: $8,184,689Liabilities 2013: $0Net Assets 2013: $8,184,6892013Assets 2014: $7,926,639Liabilities 2014: $0Net Assets 2014: $7,926,6392014Assets 2015: $7,707,132Liabilities 2015: $0Net Assets 2015: $7,707,1322015Assets 2017: $7,769,272Liabilities 2017: $0Net Assets 2017: $7,769,2722017Assets 2018: $7,791,033Liabilities 2018: $0Net Assets 2018: $7,791,0332018Assets 2019: $7,900,300Liabilities 2019: $0Net Assets 2019: $7,900,3002019Assets 2020: $8,710,313Liabilities 2020: $0Net Assets 2020: $8,710,3132020Assets 2021: $9,078,720Liabilities 2021: $0Net Assets 2021: $9,078,7202021Assets 2022: $8,881,847Liabilities 2022: $0Net Assets 2022: $8,881,8472022Assets 2023: $8,182,741Liabilities 2023: $0Net Assets 2023: $8,182,7412023Assets 2024: $8,528,730Liabilities 2024: $0Net Assets 2024: $8,528,7302024

Highlighted filing

2024

Assets$8,528,730
Liabilities$0
Net Assets$8,528,730

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $489,8652010Expenses 2011: $1,281,0372011Expenses 2012: $897,3292012Revenue 2013: $1,248,798Expenses 2013: $1,082,456Net Income 2013: $166,3422013Revenue 2014: $1,017,179Expenses 2014: $1,275,229Net Income 2014: -$258,0502014Revenue 2015: $462,393Expenses 2015: $681,900Net Income 2015: -$219,5072015Revenue 2017: $717,250Expenses 2017: $296,799Net Income 2017: $420,4512017Revenue 2018: $371,673Expenses 2018: $349,912Net Income 2018: $21,7612018Revenue 2019: $311,894Expenses 2019: $202,627Net Income 2019: $109,2672019Revenue 2020: $1,214,556Expenses 2020: $404,543Net Income 2020: $810,0132020Revenue 2021: $842,910Expenses 2021: $239,124Net Income 2021: $603,7862021Revenue 2022: $285,456Expenses 2022: $402,874Net Income 2022: -$117,4182022Revenue 2023: $196,141Expenses 2023: $264,295Net Income 2023: -$68,1542023Revenue 2024: $509,071Expenses 2024: $528,346Net Income 2024: -$19,2752024

Highlighted filing

2024

Revenue$509,071
Expenses$528,346
Net Income-$19,275

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.51$0.53$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$0.20$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.29$0.40$0.12
2021Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.84$0.24$0.60
2020Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$1.21$0.40$0.81
2019Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.31$0.20$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.37$0.35$0.02
2017Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.72$0.30$0.42
2015Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.46$0.68$0.22
2014Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$1.02$1.28$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$1.25$1.08$0.17
2012Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.90
2011Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$1.28
2010Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josephine P LouisPresident-$0--
Walter W BellVice President, Secretary-$0--
Kimberly Louis StewartDirector-$0--
Tracy Louis MerrillDirector-$0--
Filing and Contact Details

Filer

Filer Name
Josephine P & John J Louis Foundation Inc
EIN
36-3837993
In Care Of
% GRAYSTONE CONSULTING
Phone
3124539183
Address
C/O Mr Walter Bell 410 Hunt Club, Lake Geneva, WI 53147

Signing Officer

Name
Walter Bell
Title
Vice President
Phone
3124539183
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
3 Parkway North Blvd Suite 200, Deerfield, IL 60015
Preparer
Kevin W Hodges
Phone
8472055000
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Josephine P Louis
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