Civic Intelligence

Regis Catholic Schools Foundation Inc.

990 • Fiscal year 2016 • EIN 39-1253510

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 24, 2017

Organization ProfileREGISCATHOLICSCHOOLSFOUNDATION.COM
2100 Fenwick AvenueEau Claire, WI 54701-4421

(715) 835-8662

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.12x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

52%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,264,480

Up $275,438 (+14%) from 2015

Net Assets

Up

$2,198,220

Up $209,178 (+11%) from 2015

Liabilities

Up

$66,260

Up $66,260 from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin93rd percentile

Revenue

Up

$536,744

Up $140,858 (+36%) from 2015

Expenses

Up

$255,854

Up $153,880 (+151%) from 2015

Net Income

Down

$280,890

Down $13,022 (-4.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,792,774Liabilities 2011: $2,500Net Assets 2011: $1,790,2742011Assets 2012: $1,382,773Liabilities 2012: $125Net Assets 2012: $1,382,6482012Assets 2013: $1,312,415Liabilities 2013: $0Net Assets 2013: $1,312,4152013Assets 2014: $1,736,947Liabilities 2014: $7,385Net Assets 2014: $1,729,5622014Assets 2015: $1,989,042Liabilities 2015: $0Net Assets 2015: $1,989,0422015Assets 2016: $2,264,480Liabilities 2016: $66,260Net Assets 2016: $2,198,2202016Assets 2017: $4,191,108Liabilities 2017: $164,716Net Assets 2017: $4,026,3922017Assets 2018: $4,504,007Liabilities 2018: $186,813Net Assets 2018: $4,317,1942018Assets 2019: $4,727,676Liabilities 2019: $23,570Net Assets 2019: $4,704,1062019Assets 2020: $4,772,205Liabilities 2020: $31,221Net Assets 2020: $4,740,9842020Assets 2021: $6,357,000Liabilities 2021: $37,800Net Assets 2021: $6,319,2002021Assets 2022: $5,703,704Liabilities 2022: $59,706Net Assets 2022: $5,643,9982022Assets 2023: $6,767,532Liabilities 2023: $89,655Net Assets 2023: $6,677,8772023

Highlighted filing

2016

Assets$2,264,480
Liabilities$66,260
Net Assets$2,198,220
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $104,8622011Expenses 2012: $707,1242012Revenue 2013: $343,292Expenses 2013: $495,056Net Income 2013: -$151,7642013Revenue 2014: $389,881Expenses 2014: $257,683Net Income 2014: $132,1982014Revenue 2015: $395,886Expenses 2015: $101,974Net Income 2015: $293,9122015Revenue 2016: $536,744Expenses 2016: $255,854Net Income 2016: $280,8902016Revenue 2017: $1,862,899Expenses 2017: $220,105Net Income 2017: $1,642,7942017Revenue 2018: $511,712Expenses 2018: $296,048Net Income 2018: $215,6642018Revenue 2019: $485,477Expenses 2019: $225,489Net Income 2019: $259,9882019Revenue 2020: $473,548Expenses 2020: $354,350Net Income 2020: $119,1982020Revenue 2021: $1,165,106Expenses 2021: $283,212Net Income 2021: $881,8942021Revenue 2022: $567,470Expenses 2022: $346,858Net Income 2022: $220,6122022Revenue 2023: $1,097,445Expenses 2023: $409,114Net Income 2023: $688,3312023

Highlighted filing

2016

Revenue$536,744
Expenses$255,854
Net Income$280,890
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 24, 2017
Return Version
2015v3.0
Gross Receipts
$1,270,466
Mission and Program Overview

Mission

Provide support to regis catholic schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,839,592$2,127,652▲ $288,060
Savings and Temporary Cash Investments$103,542$105,730▲ $2,188
Cash and Non-Interest-Bearing Accounts-$24,122-
Pledges and Grants Receivable$18,379--
Other Notes and Loans Receivable, Net$23,876$4,136▼ $19,740
Total Assets$1,989,042$2,264,480▲ $275,438
Other Assets Total$3,653$2,840▼ $813
Liabilities
Accounts Payable and Accrued Expenses-$66,260-
Total Liabilities$0$66,260▲ $66,260
Net Assets / Fund Balance
Unrestricted Net Assets$1,704,577$1,871,607▲ $167,030
Temporarily Rstr Net Assets$284,465$326,613▲ $42,148
Total Net Assets Fund Balance$1,989,042$2,198,220▲ $209,178
Total Liabilities and Net Assets / Fund Balance$1,989,042$2,264,480▲ $275,438
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dr Todd HehliPresident
Dr Rick DanielsVice President
Dr Andy PankratzDirector
Mark BeckfieldDirector
Mona MatthewsDirector
Dr Robert RidenourSecretary
Ron FarleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$459,043
Program Service Revenue
$0
Investment Income
$76,901
Other Revenue
$800
All Other Contributions
$459,043
Change in Net Assets
$280,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,232
Other Expenses$99,622
Total Fundraising Expense$11,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$156,232--$156,232
Advertising$45,600-$11,989$57,589
Fees for Services Accounting-$14,550-$14,550
Fees for Service Investment Mgmnt Fees-$13,150-$13,150
All Other Expenses-$3,393-$3,393
Insurance-$2,165-$2,165
Other Expenses$6,775$2,000-$2,000
Total Functional Expenses$208,607$35,258$11,989$255,854
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regis Catholic SchoolsEau Claire, WI501(c)3Provide Support to Regis Catholic School$156,232
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,965
Fundraising Direct Expenses$3,165
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 B, Line 11

“An independent public accounting firm prepares the form 990. A copy is provided to the governance body for approval before filing.”

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

“Any actual or possible conflict of interest is required to be disclosed to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure, the person shall leave the governance board meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists. If the governing board has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the failure to disclose. If, after hearing the member's response, the board determines the member has failed to disclose a conflict of interest, it shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section C, Line 19

“The financial statements, tax return, and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Regis Catholic Schools Foundation Inc
EIN
39-1253510
Phone
7158358662
Address
2100 FENWICK AVENUE, EAU CLAIRE, WI 54701-4421

Signing Officer

Name
Todd Hehli
Title
President
Phone
7158358662
Signed
2017-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Hehli
Formed
1976
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Cliftonlarsonallen Llp
Address
3402 OAKWOOD MALL DRIVE STE 100, EAU CLAIRE, WI 54701
Preparer
Cory Wiese
Phone
7158521100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has been granted tax exempt status under section 501(c)(3) of the internal revenue code and wisconsin statute. It has been classified as an organization that is not a private foundation under the internal revenue code and charitable contributions by donors are tax deductible. The foundation has evaluated its tax positions and determined it has no uncertain tax positions as of june 30, 2016.”

Raw XML Appendix384 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THERE IS A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS WHO ALSO SERVES ON THE EDUCATION COMMISSION AND FINANCE COUNCIL OF REGIS CATHOLIC SCHOOLS, THE SUPPORTED ORGANIZATION. THE FOUNDATION AND REGIS CATHOLIC SCHOOLS WORK TOGETHER TO ASSURE THE VIABILITY, SUSTAINABILITY, AND GROWTH OF REGIS CATHOLIC SCHOOLS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IF NOT FOR THE ORGANIZATION'S FINANCIAL SUPPORT OF REGIS CATHOLIC SCHOOLS, THE SCHOOLS WOULD ENGAGE IN FUNDRAISING ACTIVITIES TO SUPPORT THEIR EXEMPT PURPOSE OF PROVIDING EDUCATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION'S ACTIVITIES SUPPORTED REGIS CATHOLIC SCHOOLS BY PROVIDING FINANCIAL RESOURCES TO FURTHER THE EXEMPT PURPOSE OF PROVIDING CATHOLIC EDUCATION. THE FOUNDATION RAISES FUNDS FOR TUITION ASSISTANCE, SCHOLARSHIPS, AND SPECIAL PROJECTS FOR THE SCHOOLS. PROVIDING THIS FINANCIAL SUPPORT IS THE ONLY ACTIVITY OF THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390808516
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0220596
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0REGIS CATHOLIC SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0220596
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0156232
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SUPPORT TO REGIS CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0REGIS CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0390808516
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02100 FENWICK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EAU CLAIRE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054701
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MONITORS RCS USE OF GRANT FUNDS. FUNDS ARE GIVEN FOR SPECIFIC PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT PUBLIC ACCOUNTING FIRM PREPARES THE FORM 990. A COPY IS PROVIDED TO THE GOVERNANCE BODY FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST IS REQUIRED TO BE DISCLOSED TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE, THE PERSON SHALL LEAVE THE GOVERNANCE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE, THE BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS, TAX RETURN, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0284465
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0326613
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01989042
IRS990/TotalAssetsEOYAmt02264480
IRS990/TotalAssetsGrp/BOYAmt01989042
IRS990/TotalAssetsGrp/EOYAmt02264480
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0459043
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011989
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035258
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0208607
IRS990/TotalFunctionalExpensesGrp/TotalAmt0255854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt066260
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt066260
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01989042
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02198220
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0208607
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt077701
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0536744
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01989042
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02264480
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01704577
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01871607
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02100 FENWICK AVENUE
IRS990/USAddress/CityNm0EAU CLAIRE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0547014421
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0REGISCATHOLICSCHOOLSFOUNDATION.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD HEHLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07158358662
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REGIS CATHOLIC SCHOOLS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0REGI
ReturnHeader/Filer/EIN0391253510
ReturnHeader/Filer/PhoneNum07158358662
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 FENWICK AVENUE
ReturnHeader/Filer/USAddress/CityNm0EAU CLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0547014421
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03402 OAKWOOD MALL DRIVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158521100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORY WIESE
ReturnHeader/ReturnTs02017-02-01T08:56:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,264,480
Liabilities
$66,260
Net assets
$2,198,220
Revenue
$536,744
Expenses
$255,854
Net income
$280,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.09$6.68$1.10$0.41$0.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.06$5.64$0.57$0.35$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.04$6.32$1.17$0.28$0.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.03$4.74$0.47$0.35$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.02$4.70$0.49$0.23$0.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.19$4.32$0.51$0.30$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.16$4.03$1.86$0.22$1.64
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.07$2.20$0.54$0.26$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.40$0.10$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.39$0.26$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.34$0.50$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits