Civic Intelligence

Washington County Charitable Foundation Inc.

990 • Fiscal year 2022 • EIN 39-1248660

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 08, 2022

Organization ProfileWCCF-WI.ORG
400 University DriveWest Bend, WI 53095

(262) 335-5204

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.07x

Higher debt load relative to assets than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.79x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

45th percentile

4.5%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$66,833

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$3,816,683

Down $539,528 (-12%) from 2021

Net Assets

Down

$3,540,446

Down $560,865 (-14%) from 2021

Liabilities

Up

$276,237

Up $21,337 (+8.4%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin45th percentile

Revenue

Down

$349,688

Down $71,553 (-17%) from 2021

Expenses

Up

$333,973

Up $46,325 (+16%) from 2021

Net Income

Down

$15,715

Down $117,878 (-88%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $2,784,955Liabilities 2012: $127,737Net Assets 2012: $2,657,2182012Assets 2013: $3,083,116Liabilities 2013: $162,022Net Assets 2013: $2,921,0942013Assets 2014: $3,392,889Liabilities 2014: $161,866Net Assets 2014: $3,231,0232014Assets 2015: $3,411,880Liabilities 2015: $158,250Net Assets 2015: $3,253,6302015Assets 2016: $3,265,512Liabilities 2016: $158,619Net Assets 2016: $3,106,8932016Assets 2017: $3,421,052Liabilities 2017: $178,153Net Assets 2017: $3,242,8992017Assets 2018: $3,686,504Liabilities 2018: $226,486Net Assets 2018: $3,460,0182018Assets 2019: $3,800,553Liabilities 2019: $269,874Net Assets 2019: $3,530,6792019Assets 2020: $3,718,190Liabilities 2020: $266,092Net Assets 2020: $3,452,0982020Assets 2021: $4,356,211Liabilities 2021: $254,900Net Assets 2021: $4,101,3112021Assets 2022: $3,816,683Liabilities 2022: $276,237Net Assets 2022: $3,540,4462022Assets 2023: $3,964,604Liabilities 2023: $281,249Net Assets 2023: $3,683,3552023Assets 2024: $4,080,702Liabilities 2024: $228,695Net Assets 2024: $3,852,0072024

Highlighted filing

2022

Assets$3,816,683
Liabilities$276,237
Net Assets$3,540,446
Open 2022 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2012: $229,880Expenses 2012: $181,727Net Income 2012: $48,1532012Revenue 2013: $271,588Expenses 2013: $270,599Net Income 2013: $9892013Revenue 2014: $383,557Expenses 2014: $246,085Net Income 2014: $137,4722014Revenue 2015: $439,228Expenses 2015: $246,262Net Income 2015: $192,9662015Revenue 2016: $276,111Expenses 2016: $265,563Net Income 2016: $10,5482016Revenue 2017: $294,405Expenses 2017: $291,408Net Income 2017: $2,9972017Revenue 2018: $532,942Expenses 2018: $315,572Net Income 2018: $217,3702018Revenue 2019: $437,616Expenses 2019: $334,065Net Income 2019: $103,5512019Revenue 2020: $362,597Expenses 2020: $316,973Net Income 2020: $45,6242020Revenue 2021: $421,241Expenses 2021: $287,648Net Income 2021: $133,5932021Revenue 2022: $349,688Expenses 2022: $333,973Net Income 2022: $15,7152022Revenue 2023: $214,985Expenses 2023: $353,702Net Income 2023: -$138,7172023Revenue 2024: $100,770Expenses 2024: $352,786Net Income 2024: -$252,0162024

Highlighted filing

2022

Revenue$349,688
Expenses$333,973
Net Income$15,715
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 8, 2022
Return Version
2021v4.0
Gross Receipts
$890,649
Mission and Program Overview

Mission

To provide educational opportunities to students

To financially support the success of uwm-wc students and their educational community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,953,577$3,359,615▼ $593,962
Savings and Temporary Cash Investments$346,765$398,734▲ $51,969
Pledges and Grants Receivable$48,750$40,300▼ $8,450
Cash and Non-Interest-Bearing Accounts$7,119$18,034▲ $10,915
Total Assets$4,356,211$3,816,683▼ $539,528
Liabilities
Accounts Payable and Accrued Expenses$254,900$276,237▲ $21,337
Total Liabilities$254,900$276,237▲ $21,337
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,058,861$3,232,959▲ $174,098
Net Assets Without Donor Restrictions$1,042,450$307,487▼ $734,963
Total Net Assets Fund Balance$4,101,311$3,540,446▼ $560,865
Total Liabilities and Net Assets / Fund Balance$4,356,211$3,816,683▼ $539,528
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joan RudnitzkiExecutive DiFT$66,833$66,833

Board Members and Trustees

NameTitle
Paul DechantPresident
Amanda SacksDirector
David StroikDirector
Don MuthDirector
Fritz KaftanDirector
Katelyn Van RadenDirector
Lois PellegriniDirector
Maria Gutierrez - GurrolaDirector
Ruth ReinesDirector
Shawn GraffDirector
Terry KrallDirector
Mike ReichertSecretary
Danny BeineTreasurer
Jane MaleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$245,252
Program Service Revenue
$1,647
Investment Income
$99,893
Other Revenue
$2,896
All Other Contributions
$238,002
Change in Net Assets
$15,715

Audited Revenue Reconciliation

Revenue per Audited Statements
$323,899
Revenue Not Reported on Financial Statements
$25,789
Revenue Not Reported on Form 990
$-572,379
Total Revenue per Audited Statements
$-248,480
Total Revenue per Form 990
$349,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$189,425
Salaries, Compensation, and Employee Benefits$89,811
Other Expenses$54,737
Total Fundraising Expense$41,169
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$189,425--$189,425
Current Officers, Directors, Trustees, and Key Employees$23,392$6,683$36,758$66,833
Other Salaries and Wages$16,008$4,269$1,068$21,345
Fees for Services Accounting-$11,110-$11,110
Office Expenses$847$809$2,458$4,114
Fees for Services Legal-$1,870-$1,870
Payroll Taxes$1,225$327$81$1,633
Insurance$285$1,226$1$1,512
All Other Expenses-$457$803$1,260
Other Expenses$6,225$857-$857
Total Functional Expenses$237,407$55,397$41,169$333,973

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$333,973
Total Expenses per Audited Statements$312,385
Expenses per Audited Statements$308,184
Expenses Not Reported on Financial Statements$25,789
Expenses Not Reported on Form 990$4,201
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,465
Fundraising Direct Expenses$10,569
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Dinner$18,745$11,495$1,308$10,187
Total Events$18,745$11,495$9,051$2,444
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
Audit committee
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
Yes
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, Page 6, Part VI, Line 11B

“The form was emailed to board members for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest statements are distributed annually at the november board meeting. Management monitors for conflicts during the year when new vendors are added.”

Form 990, Page 6, Part VI, Line 15A

“The board reviews the performance of the executive director each year. Her performance is assessed against goals previously set and her compensation is compared to data received independently.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and governing documents are available upon request from the business office within 72 hours.”

Filing and Contact Details

Filer

Filer Name
Washington County Campus Foundation
EIN
39-1248660
Phone
2623355204
Address
400 UNIVERSITY DRIVE, WEST BEND, WI 53095

Signing Officer

Name
Danny Beine
Title
Treasurer
Phone
2623349608
Signed
2022-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danny Beine
Formed
1976
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
50

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising expenses 4,201 fundraising expenses -4,201”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation's current accounting policy is to disclose liabilities for uncertain tax positions when a liability is probable and estimable. Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor is it aware of any exposure to unrelated business income tax. The foundation files tax returns in the u.s. Federal jurisdiction and the state of wisconsin. The foundation does not have any tax returns currently under examination by a federal or state jurisdiction.”

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expenses 4,201”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses 4,201”

Raw XML AppendixShowing 400 of 494 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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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FINANCIALLY SUPPORT THE SUCCESS OF UWM-WC STUDENTS AND THEIR EDUCATIONAL COMMUNITY.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2857
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IRS990/OtherExpensesGrp/TotalAmt025789
IRS990/OtherExpensesGrp/TotalAmt16225
IRS990/OtherExpensesGrp/TotalAmt22000
IRS990/OtherExpensesGrp/TotalAmt3857
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01068
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04269
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/FundraisingAmt081
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0327
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IRS990/PayrollTaxesGrp/TotalAmt01633
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt048750
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DANNY BEINE
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01647
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt015715
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0346765
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0398734
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING EVENTS 46,748 MISCELLANEOUS 30,916
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0232707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0238090
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075903
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0120559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0173686
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01038244
IRS990ScheduleA/TotalSupportAmt01781847
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt025789
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IRS990ScheduleD/RevenueNotReportedAmt0-572379
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt025789
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE FOUNDATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 4,201
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 4,201
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0189425
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt072

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,816,683
Liabilities
$276,237
Net assets
$3,540,446
Revenue
$349,688
Expenses
$333,973
Net income
$15,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.23$3.85$0.10$0.35$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.28$3.68$0.21$0.35$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.28$3.54$0.35$0.33$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.25$4.10$0.42$0.29$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.27$3.45$0.36$0.32$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.27$3.53$0.44$0.33$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.23$3.46$0.53$0.32$0.22
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.42$0.18$3.24$0.29$0.29$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.16$3.11$0.28$0.27$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.16$3.25$0.44$0.25$0.19
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.16$3.23$0.38$0.25$0.14
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.08$0.16$2.92$0.27$0.27$0.00
2012Summary only. Only limited summary data is available for this year.$2.78$0.13$2.66$0.23$0.18$0.05