Civic Intelligence

Whitefish Bay Foundation

990EZ • Fiscal year 2019 • EIN 39-1463260

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 18, 2021

5300 N Marlborough DriveWhitefish Bay, WI 53217

(414) 394-4982

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-71%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1312%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$203,908

Down $1,155 (-0.6%) from 2018

Net Assets

Down

$203,908

Down $1,155 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$29,976

Up $27,853 (+1312%) from 2018

Expenses

Up

$51,313

Up $24,822 (+94%) from 2018

Net Income

Up

-$21,337

Up $3,031 (+12%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$203,908
Liabilities$0
Net Assets$203,908

Operations Trend

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

2019

Revenue$29,976
Expenses$51,313
Net Income-$21,337
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 18, 2021
Return Version
2018v3.1
Gross Receipts
$93,809
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$12,414$12,414
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM GLEASONPresident-$0--
ERIC BUNKEVice President-$0--
KENDRA MAHONEYTreasurer-$0--
NICK BANDOCHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Whitefish Bay Civic Foundation
EIN
39-1463260
Phone
4143944982
Address
5300 N MARLBOROUGH DRIVE, WHITEFISH BAY, WI 53217

Signing Officer

Name
Anoop K Singh
Title
Treasurer
Phone
4143944982
Signed
2021-01-18
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: , , , ; comminuty, 12414.

Form 990EZ, Part I, Line 16

ADMIN EXPENSES 3498.

Form 990EZ, Part I, Line 16

General liablility insurance 2321.

Form 990EZ, Part I, Line 16

INSURANCE 2321.

Form 990EZ, Part I, Line 16

Tax preparation 2 years 775.

Form 990EZ, Part I, Line 16

Community events and beautification projects 29984.

Form 990EZ, Part I, Line 20

GIFTS

Raw XML Appendix181 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KENDRA MAHONEY
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/BOYAmt0205063
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0203908
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029778
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21337
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0205063
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0203908
IRS990EZ/FundraisingGrossIncomeAmt063833
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012414
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt093809
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0198
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0205063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0203908
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0205063
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0203908
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM GLEASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC BUNKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENDRA MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICK BANDOCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020182
IRS990EZ/OtherExpensesTotalAmt038899
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0charitable, civic improvement, literary & ed purposes produces community events also WFB beautification projects
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO WHITEFISH BAY COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012414
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012414
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt063833
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt051313
IRS990EZ/TotalProgramServiceExpensesAmt012414
IRS990EZ/TotalRevenueAmt029976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0wfbcivicfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045839
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt059880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt048889
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0212079
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0148
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0173
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt022290
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt082884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0295181
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0173
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0783
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99850
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt0507260
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt068129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0131773
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120393
IRS990ScheduleA/Total509Grp/TotalAmt0507260
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0508043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHITEFISH BAY COMMUNITY GRANTS & SCHOLARSHIPS; GRANTS; WFB COMMUNITY GRANTS/SCHOLARSHIPS: , , , ; COMMINUTY, 12414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMIN EXPENSES 3498.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GENERAL LIABLILITY INSURANCE 2321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE 2321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX PREPARATION 2 YEARS 775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY EVENTS AND BEAUTIFICATION PROJECTS 29984.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GIFTS
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANOOP K SINGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04143944982
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITEFISH BAY CIVIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0391463260
ReturnHeader/Filer/PhoneNum04143944982
ReturnHeader/Filer/USAddress/AddressLine1Txt05300 N MARLBOROUGH DRIVE
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
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/PreparationDt02021-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARL E KLEIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-10T11:28:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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No mirrored PDF or thumbnail assets are attached yet.

Filings