Civic Intelligence

Whitefish Bay Foundation

990EZ • Fiscal year 2018 • EIN 39-1463260

Sep 01, 2017 to Aug 31, 2018 • Filed on May 15, 2018

Organization Profilewfbcivicfoundation.org
5300 N Marlborough DriveWhitefish Bay, WI 53217

(414) 617-8533

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-1148%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-95%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$205,063

Down $24,368 (-11%) from 2017

Net Assets

Down

$205,063

Down $24,368 (-11%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$2,123

Down $40,582 (-95%) from 2017

Expenses

Up

$26,491

Up $10,489 (+66%) from 2017

Net Income

Down

-$24,368

Down $51,071 (-191%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300K$200K$100K$0Assets 2011: $69,988Liabilities 2011: $02011Assets 2012: $83,398Liabilities 2012: $02012Assets 2013: $97,704Liabilities 2013: $02013Assets 2014: $124,192Liabilities 2014: $02014Assets 2015: $164,035Liabilities 2015: $02015Assets 2016: $202,728Liabilities 2016: $02016Assets 2017: $229,431Liabilities 2017: $0Net Assets 2017: $229,4312017Assets 2018: $205,063Liabilities 2018: $0Net Assets 2018: $205,0632018Assets 2019: $203,908Liabilities 2019: $0Net Assets 2019: $203,9082019Assets 2022: $132,545Liabilities 2022: $337Net Assets 2022: $132,2082022Assets 2023: $127,059Liabilities 2023: $1,393Net Assets 2023: $125,6662023Assets 2024: $140,732Liabilities 2024: $740Net Assets 2024: $139,9922024

Highlighted filing

2018

Assets$205,063
Liabilities$0
Net Assets$205,063
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$100K$50K$0-$50KRevenue 2011: -$13,966Expenses 2011: $4,291Net Income 2011: -$18,2572011Revenue 2012: $23,736Expenses 2012: $10,326Net Income 2012: $13,4102012Revenue 2013: $30,729Expenses 2013: $16,423Net Income 2013: $14,3062013Revenue 2014: $43,267Expenses 2014: $16,779Net Income 2014: $26,4882014Revenue 2015: $57,429Expenses 2015: $17,586Net Income 2015: $39,8432015Revenue 2016: $44,154Expenses 2016: $5,461Net Income 2016: $38,6932016Revenue 2017: $42,705Expenses 2017: $16,002Net Income 2017: $26,7032017Revenue 2018: $2,123Expenses 2018: $26,491Net Income 2018: -$24,3682018Revenue 2019: $29,976Expenses 2019: $51,313Net Income 2019: -$21,3372019Revenue 2022: -$8,174Expenses 2022: $24,037Net Income 2022: -$32,2112022Revenue 2023: $10,390Expenses 2023: $16,932Net Income 2023: -$6,5422023Revenue 2024: $25,889Expenses 2024: $11,563Net Income 2024: $14,3262024

Highlighted filing

2018

Revenue$2,123
Expenses$26,491
Net Income-$24,368
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$68,167
Mission and Program Overview

Mission

charitable, civic improvement, literary & ed purposes produces community events also WFB beautification projects

Program Services

DescriptionGrantsExpenses
GRANTS TO WHITEFISH BAY COMMUNITY$12,562$12,562
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY SEAMANPresident-$0--
ANDREA MURDOCKVice President-$0--
ANOOP SINGHTreasurer-$0--
MARY MCPHAILSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Whitefish Bay Civic Foundation
EIN
39-1463260
Phone
4146178533
Address
5300 N MARLBOROUGH DRIVE, WHITEFISH BAY, WI 53217

Signing Officer

Name
Anoop K Singh
Title
Treasurer
Phone
4146178533
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Kkcpa S C
Address
735 N Water St Ste 930, Milwaukee, WI 53202
Preparer
Karl E Klein CPA
Phone
4142715580
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Whitefish bay community grants & scholarships; grants; wfb community grants/scholarships: , , , ; co”

Form 990EZ, Part I, Line 16

“INSURANCE 2199.”

Form 990EZ, Part I, Line 16

“OTHER 1154.”

Form 990EZ, Part I, Line 16

“ADVERTISING 103.”

Form 990EZ, Part I, Line 16

“BANK CHARGE 26.”

Form 990EZ, Part I, Line 16

“DONATIONS EXPENSE 3583.”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANOOP K SINGH
IRS990EZ/BooksInCareOfDetail/PhoneNum05023386309
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05300 N MARLBOROUGH DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEFISH BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053217
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0229431
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0205063
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045839
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24368
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0229431
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IRS990EZ/FundraisingGrossIncomeAmt022290
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012562
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt068167
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt038
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229431
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0205063
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0205063
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CINDY SEAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREA MURDOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANOOP SINGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY MCPHAIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07065
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0charitable, civic improvement, literary & ed purposes produces community events also WFB beautification projects
IRS990EZ/PrintingPublicationsPostageAmt06864
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO WHITEFISH BAY COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012562
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012562
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt066044
IRS990EZ/SpecialEventsNetIncomeLossAmt0-43754
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026491
IRS990EZ/TotalProgramServiceExpensesAmt012562
IRS990EZ/TotalRevenueAmt02123
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0wfbcivicfoundation.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0212474
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0173
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0176
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt092700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0314384
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0176
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0811
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00310
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0526858
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt093354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0113209
IRS990ScheduleA/Total509Grp/TotalAmt0526858
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0527669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHITEFISH BAY COMMUNITY GRANTS & SCHOLARSHIPS; GRANTS; WFB COMMUNITY GRANTS/SCHOLARSHIPS: , , , ; CO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 2199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER 1154.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVERTISING 103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGE 26.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONATIONS EXPENSE 3583.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANOOP K SINGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04146178533
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITEFISH BAY CIVIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0391463260
ReturnHeader/Filer/PhoneNum04146178533
ReturnHeader/Filer/USAddress/AddressLine1Txt05300 N MARLBOROUGH DRIVE
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:12:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKCPA S C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 N Water St Ste 930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142715580
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL E KLEIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-11T08:12:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,063
Liabilities
$0
Net assets
$205,063
Revenue
$2,123
Expenses
$26,491
Net income
-$24,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.01$1.40$0.26$0.12$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.10$0.17$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.32$0.08$0.24$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.30$0.51$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.02$0.26$0.24
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.43$0.16$0.27
2016Summary only. Only limited summary data is available for this year.$2.03$0.00$0.44$0.05$0.39
2015Summary only. Only limited summary data is available for this year.$1.64$0.00$0.57$0.18$0.40
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$0.43$0.17$0.26
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.31$0.16$0.14
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.24$0.10$0.13
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.14$0.04$0.18