Civic Intelligence

Anne and Fred Luber Foundation

990PF • Fiscal year 2019 • EIN 39-1426224

Dec 01, 2018 to Nov 30, 2019 • Filed on Aug 25, 2020

1840 N Prospect Dr Unit 311Milwaukee, WI 53202

(414) 271-7977

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

187%

Higher net margin than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Down

$132,671

Down $598,713 (-82%) from 2015

Net Assets

$132,671

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue

Down

-$90,126

Down $134,256 (-304%) from 2015

Expenses

Down

$78,661

Down $59,794 (-43%) from 2015

Net Income

Down

-$168,787

Down $74,462 (-79%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,222,150Liabilities 2011: $02011Assets 2012: $1,053,332Liabilities 2012: $02012Assets 2013: $1,020,280Liabilities 2013: $02013Assets 2014: $825,711Liabilities 2014: $02014Assets 2015: $731,384Liabilities 2015: $02015Assets 2019: $132,671Liabilities 2019: $1Net Assets 2019: $132,6712019Assets 2020: $7,214Liabilities 2020: $0Net Assets 2020: $7,2142020

Highlighted filing

2019

Assets$132,671
Liabilities$1
Net Assets$132,671

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: -$37,635Expenses 2011: $101,736Net Income 2011: -$139,3712011Revenue 2012: $61,331Expenses 2012: $230,149Net Income 2012: -$168,8182012Revenue 2013: $59,010Expenses 2013: $92,059Net Income 2013: -$33,0492013Revenue 2014: $43,686Expenses 2014: $238,257Net Income 2014: -$194,5712014Revenue 2015: $44,130Expenses 2015: $138,455Net Income 2015: -$94,3252015Revenue 2019: -$90,126Expenses 2019: $78,661Net Income 2019: -$168,7872019Revenue 2020: -$62,027Expenses 2020: $63,430Net Income 2020: -$125,4572020

Highlighted filing

2019

Revenue-$90,126
Expenses$78,661
Net Income-$168,787
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Aug 25, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE LUBERPresident-$0--
PAUL LUBERVice President-$0--
Filing and Contact Details

Filer

Filer Name
Anne and Fred Luber Foundation
EIN
39-1426224
Phone
4142717977
Address
1840 N PROSPECT DR UNIT 311, MILWAUKEE, WI 53202

Signing Officer

Name
Paul Luber
Title
Vice President
Phone
9202698500
Signed
2020-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
555 EAST WELLS STREET SUITE 1400, MILWAUKEE, WI 53202
Preparer
Danielle Knapp
Phone
4142713000
Raw XML Appendix332 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ANNE AND FRED LUBER FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142717977
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01840 N PROSPECT DR UNIT 311
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANNE LUBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt076130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076130
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06950
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0119469
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0171496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt070275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt098985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0188465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0188465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0531862
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0119469
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0171496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt070275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt098985
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt078587
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071637
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0720327
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0648690
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt074
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL BALANCE DUE ON PY RETURN
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09202698500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNE AND FRED LUBER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANNE
ReturnHeader/Filer/EIN0391426224
ReturnHeader/Filer/PhoneNum04142717977
ReturnHeader/Filer/USAddress/AddressLine1Txt01840 N PROSPECT DR UNIT 311
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId080D0A408C1EAFFCC02ADDB3EA9632E6C86F79544
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.250.208.224
ReturnHeader/FilingSecurityInformation/IPDt02020-08-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:25:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 EAST WELLS STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142713000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE KNAPP
ReturnHeader/ReturnTs02020-09-10T09:54:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

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