Civic Intelligence

Charter Manufacturing Company Foundation Inc

EIN 39-1486363 • Milwaukee, WI

411 East Wisconsin Avenue 2400Milwaukee, WI 53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

29%

Faster revenue growth than 75% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,010,331

Up $2,538,366 (+15%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$20,010,331

No earlier filing loaded for comparison.

Revenue

Up

$3,983,920

Up $887,258 (+29%) from 2023

Expenses

Down

$1,445,554

Down $442,714 (-23%) from 2023

Net Income

Up

$2,538,366

Up $1,329,972 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $5,551,123Liabilities 2011: $02011Assets 2012: $6,606,478Liabilities 2012: $02012Assets 2013: $5,617,210Liabilities 2013: $1Net Assets 2013: $5,617,2102013Assets 2014: $8,285,545Liabilities 2014: $1Net Assets 2014: $8,285,5452014Assets 2015: $7,168,741Liabilities 2015: $1Net Assets 2015: $7,168,7412015Assets 2016: $9,835,923Liabilities 2016: $0Net Assets 2016: $9,835,9232016Assets 2017: $9,042,050Liabilities 2017: $0Net Assets 2017: $9,042,0502017Assets 2018: $12,038,705Liabilities 2018: $0Net Assets 2018: $12,038,7052018Assets 2019: $12,901,961Liabilities 2019: $1Net Assets 2019: $12,901,9612019Assets 2020: $12,271,895Liabilities 2020: $1Net Assets 2020: $12,271,8952020Assets 2021: $13,052,240Liabilities 2021: $1Net Assets 2021: $13,052,2402021Assets 2022: $16,263,571Liabilities 2022: $1Net Assets 2022: $16,263,5712022Assets 2023: $17,471,965Liabilities 2023: $12023Assets 2024: $20,010,331Liabilities 2024: $0Net Assets 2024: $20,010,3312024

Highlighted filing

2024

Assets$20,010,331
Liabilities$0
Net Assets$20,010,331

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,037,133Expenses 2011: $1,133,557Net Income 2011: $903,5762011Revenue 2012: $2,086,543Expenses 2012: $1,031,188Net Income 2012: $1,055,3552012Revenue 2013: $130,289Expenses 2013: $1,119,557Net Income 2013: -$989,2682013Revenue 2014: $4,229,187Expenses 2014: $1,598,352Net Income 2014: $2,630,8352014Revenue 2015: $214,560Expenses 2015: $1,331,364Net Income 2015: -$1,116,8042015Revenue 2016: $4,191,386Expenses 2016: $1,524,204Net Income 2016: $2,667,1822016Revenue 2017: $620,173Expenses 2017: $1,414,046Net Income 2017: -$793,8732017Revenue 2018: $4,746,678Expenses 2018: $1,750,023Net Income 2018: $2,996,6552018Revenue 2019: $2,399,867Expenses 2019: $1,536,611Net Income 2019: $863,2562019Revenue 2020: $598,044Expenses 2020: $1,228,110Net Income 2020: -$630,0662020Revenue 2021: $2,122,994Expenses 2021: $1,342,649Net Income 2021: $780,3452021Revenue 2022: $4,582,914Expenses 2022: $1,376,583Net Income 2022: $3,206,3312022Revenue 2023: $3,096,662Expenses 2023: $1,888,268Net Income 2023: $1,208,3942023Revenue 2024: $3,983,920Expenses 2024: $1,445,554Net Income 2024: $2,538,3662024

Highlighted filing

2024

Revenue$3,983,920
Expenses$1,445,554
Net Income$2,538,366

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$3.98$1.45$2.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$3.10$1.89$1.21
2022Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$4.58$1.38$3.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$2.12$1.34$0.78
2020Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.60$1.23$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$2.40$1.54$0.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$4.75$1.75$3.00
2017Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.62$1.41$0.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$0.00$9.84$4.19$1.52$2.67
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.21$1.33$1.12
2014Detailed filing. Detailed filing data is available for this year.$8.29$0.00$8.29$4.23$1.60$2.63
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.62$0.00$5.62$0.13$1.12$0.99
2012Summary only. Only limited summary data is available for this year.$6.61$0.00$2.09$1.03$1.06
2011Summary only. Only limited summary data is available for this year.$5.55$0.00$2.04$1.13$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA T MELLOWESPresident/Director-$0--
JOHN A MELLOWESVP/Treas/Director-$0--
NATHAN R MATHEWSSecretary/Director-$0--
CHARLES A MELLOWESDirector-$0--
JOHN W MELLOWESDirector-$0--
KATHLEEN J MELLOWESDirector-$0--
R JAN PIROZZOLO-MELLOWESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charter Manufacturing Company
EIN
39-1486363
Phone
4142775000
Address
411 EAST WISCONSIN AVENUE 2400, MILWAUKEE, WI 53202

Signing Officer

Name
Nathan R Mathews
Title
Secretary/Director
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Quarles & Brady LLP
Address
411 E Wisconsin Ave Ste 2400, Milwaukee, WI 53202
Preparer
Karen L Alexander
Phone
4142775000
Raw XML AppendixShowing 400 of 763 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1119090
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VERSUS CAP MULTI MNGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10METROPOLITAN WEST UNCONSTRAINED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SCHWAB FUNDAMENTAL US SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SPDR S&P 500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14T ROWE PRICE MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CONTINENTAL PROPERTIES REIT FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GOLUB CAPITAL PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES MSCI EAFE GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GEMS FUND 6 INTERNATIONAL, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19INVESCO S&P 500 EQUAL WEIGHT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20RIVERPARK STRATEGIC INCOME FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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