Civic Intelligence

St Johns Northwestern Military Academy

EIN 39-1499826 • 501(c)3 • Delafield, WI

Profile

The foundation serves to provide long-term financial support and guidance to the st. John's northwestern military academy, inc.(the "academies") and other educational and cultural organization grantees located on the academies' delafield campus.the corporation historically had directed its support exclusively to the academies. It shall continue to give thoughtful consideration to the academies'needs. This is accomplished by means of investment and management of endowment funds and other restricted funds that are intended to yield annual support and growth of the managed funds that will exceed the rate of inflation.

1101 Genesee StreetDelafield, WI 53018

n/A

Siviq Scores

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

Liabilities / Assets

76th percentile

0.34x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.65x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

5th percentile

-66%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

4th percentile

-53%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

38%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$1,683,223

Down $1,865,149 (-53%) from 2024

Liabilities

Down

$567,558

Down $1,368,066 (-71%) from 2024

Net Assets

Down

$1,115,665

Down $497,083 (-31%) from 2024

Operations
Liabilities / Revenue84th percentileNet Margin5th percentile

Revenue

Up

$867,397

Up $237,756 (+38%) from 2024

Expenses

Up

$1,443,372

Up $1,312,254 (+1001%) from 2024

Net Income

Down

-$575,975

Down $1,074,498 (-216%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,699,018Liabilities 2011: $387,623Net Assets 2011: $8,311,3952011Assets 2012: $8,305,786Liabilities 2012: $402,462Net Assets 2012: $7,903,3242012Assets 2013: $9,276,453Liabilities 2013: $391,266Net Assets 2013: $8,885,1872013Assets 2014: $10,078,174Liabilities 2014: $820,015Net Assets 2014: $9,258,1592014Assets 2015: $8,825,253Liabilities 2015: $646,329Net Assets 2015: $8,178,9242015Assets 2016: $8,138,926Liabilities 2016: $292,180Net Assets 2016: $7,846,7462016Assets 2017: $7,073,133Liabilities 2017: $281,315Net Assets 2017: $6,791,8182017Assets 2018: $4,835,706Liabilities 2018: $309,993Net Assets 2018: $4,525,7132018Assets 2019: $4,778,557Liabilities 2019: $2,428,885Net Assets 2019: $2,349,6722019Assets 2020: $5,101,756Liabilities 2020: $2,775,766Net Assets 2020: $2,325,9902020Assets 2021: $4,754,036Liabilities 2021: $2,070,542Net Assets 2021: $2,683,4942021Assets 2024: $3,548,372Liabilities 2024: $1,935,624Net Assets 2024: $1,612,7482024Assets 2025: $1,683,223Liabilities 2025: $567,558Net Assets 2025: $1,115,6652025

Highlighted filing

2025

Assets$1,683,223
Liabilities$567,558
Net Assets$1,115,665
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $237,8382011Expenses 2012: $248,7802012Revenue 2013: $579,147Expenses 2013: $229,575Net Income 2013: $349,5722013Revenue 2014: $1,577,722Expenses 2014: $307,014Net Income 2014: $1,270,7082014Revenue 2015: $513,049Expenses 2015: $1,219,392Net Income 2015: -$706,3432015Revenue 2016: $1,222,122Expenses 2016: $1,178,256Net Income 2016: $43,8662016Revenue 2017: $537,811Expenses 2017: $1,993,835Net Income 2017: -$1,456,0242017Revenue 2018: $1,083,754Expenses 2018: $1,789,791Net Income 2018: -$706,0372018Revenue 2019: $141,319Expenses 2019: $2,111,926Net Income 2019: -$1,970,6072019Revenue 2020: $134,826Expenses 2020: $188,272Net Income 2020: -$53,4462020Revenue 2021: $35,953Expenses 2021: $99,782Net Income 2021: -$63,8292021Revenue 2024: $629,641Expenses 2024: $131,118Net Income 2024: $498,5232024Revenue 2025: $867,397Expenses 2025: $1,443,372Net Income 2025: -$575,9752025

Highlighted filing

2025

Revenue$867,397
Expenses$1,443,372
Net Income-$575,975
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,683,223
Liabilities
$567,558
Net assets
$1,115,665
Revenue
$867,397
Expenses
$1,443,372
Net income
-$575,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.68$0.57$1.12$0.87$1.44$0.58
2024Detailed filing. Detailed filing data is available for this year.$3.55$1.94$1.61$0.63$0.13$0.50
2021Detailed filing. Detailed filing data is available for this year.$4.75$2.07$2.68$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$5.10$2.78$2.33$0.13$0.19$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.78$2.43$2.35$0.14$2.11$1.97
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.31$4.53$1.08$1.79$0.71
2017Detailed filing. Detailed filing data is available for this year.$7.07$0.28$6.79$0.54$1.99$1.46
2016Detailed filing. Detailed filing data is available for this year.$8.14$0.29$7.85$1.22$1.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$8.83$0.65$8.18$0.51$1.22$0.71
2014Detailed filing. Detailed filing data is available for this year.$10.1$0.82$9.26$1.58$0.31$1.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.28$0.39$8.89$0.58$0.23$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.31$0.40$7.90$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.70$0.39$8.31$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 6, 2026
Return Version
2024v5.0
Gross Receipts
$867,397
Mission and Program Overview

Mission

The foundation serves to provide long-term financial support and guidance to the st. John's northwestern military academy, inc.(the "academies") and other educational and cultural organization grantees located on the academies' delafield campus. The corporation historically had directed its support exclusively to the academies. It shall continue to give thoughtful consideration to the academies'needs. This is accomplished by means of investment and management of endowment funds and other restricted funds that are intended to yield annual support and growth of the managed funds that will exceed the rate of inflation.

The foudation serves to provide long-term financial support and guidance to the st. John's northwestern military academy, inc.(the "academies") and other educational and cultural organization grantees located on the academies' delafield campus. The corporation historically had directed its support exclusively to the academies. It shall continue to give thoughtful consideration to the academies'needs. This is accomplished by means of investment and management of endowment funds and other restricted funds that are intended to yield annual support and growth of the managed funds that will exceed the rate of inflation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$2,500,000--
Investments in Publicly Traded Securities$1,013,341$1,063,671▲ $50,330
Accounts Receivable-$615,000-
Cash and Non-Interest-Bearing Accounts$35,031$4,552▼ $30,479
Total Assets$3,548,372$1,683,223▼ $1,865,149
Liabilities
Unsecured Notes Loans Payable$1,682,887--
Other Liabilities$182,167$440,050▲ $257,883
Accounts Payable and Accrued Expenses$70,570$127,508▲ $56,938
Total Liabilities$1,935,624$567,558▼ $1,368,066
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,612,748--
Net Assets Without Donor Restrictions-$1,115,665-
Total Net Assets Fund Balance$1,612,748$1,115,665▼ $497,083
Total Liabilities and Net Assets / Fund Balance$3,548,372$1,683,223▼ $1,865,149

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,172,603$225,794▲ $120,000-$1,518,397
2023$1,114,225$7,500▲ $204,521-$1,326,246
2022$1,283,302$3,278,395▲ $24,449-$4,586,146
2021$1,033,323$196,380▲ $53,599-$1,283,302
2020$4,190,169-▼ $3,156,846-$1,033,323
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mike HennChairman
Ted RothVice Chairma
Anita KopaczewskiDirector
Bruce AdreaniDirector
David CarlDirector
Jon CoulterDirector
Kent PetersDirector
Lee BreitkopfDirector
Lucas KraftDirector
Frank MerrillSecretary
Tammy WillocksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$0
Investment Income
$117,397
Other Revenue
$700,000
All Other Contributions
$50,000
Change in Net Assets
$-575,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$867,397
Total Revenue per Audited Statements
$867,397
Total Revenue per Form 990
$867,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,443,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$61,232--$61,232
Other Expenses$3,639--$3,639
Total Functional Expenses$1,443,372$0$0$1,443,372

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,443,372
Total Expenses per Audited Statements$1,443,372
Total Expenses per Form 990$1,443,372
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$440,000
Due to St Johns Northwestern Academi$50
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

“Form 990 was reviewed and approved by the treasurer and chairman pursuant to board authorization.”

Form 990, Page 6, Part VI, Line 12C

“.”

Form 990, Page 6, Part VI, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
ST JOHN'S NORTHWESTERN MILITARY
EIN
39-1499826
Phone
2626463311
Address
1101 GENESEE STREET, DELAFIELD, WI 53018

Signing Officer

Name
Tammy Willocks
Title
Treasurer
Phone
2626463311
Signed
2026-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammy Willocks
Formed
1984
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
10

Preparer

Firm
Lucida Advisors LLC
Address
20633 WATERTOWN COURT, BROOKFIELD, WI 53186
Preparer
Kevin P Gaffney CPA
Phone
2628601724
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation serves to provide long-term financial support and guidance to the st. John's northwestern military academy, inc.(the "academies") and other educational and cultural organization grantees located on the academies' delafield campus. The corporation historically had directed its support exclusively to the academies. It shall continue to give thoughtful consideration to the academies'needs. This is accomplished by means of investment and management of endowment funds and other restricted funds that are intended to yield annual support and growth of the managed funds that will exceed the rate of inflation.”

Raw XML Appendix389 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/MissionDesc0THE FOUNDATION SERVES TO PROVIDE LONG-TERM FINANCIAL SUPPORT AND GUIDANCE TO THE ST. JOHN'S NORTHWESTERN MILITARY ACADEMY, INC.(THE "ACADEMIES") AND OTHER EDUCATIONAL AND CULTURAL ORGANIZATION GRANTEES LOCATED ON THE ACADEMIES' DELAFIELD CAMPUS. THE CORPORATION HISTORICALLY HAD DIRECTED ITS SUPPORT EXCLUSIVELY TO THE ACADEMIES. IT SHALL CONTINUE TO GIVE THOUGHTFUL CONSIDERATION TO THE ACADEMIES'NEEDS. THIS IS ACCOMPLISHED BY MEANS OF INVESTMENT AND MANAGEMENT OF ENDOWMENT FUNDS AND OTHER RESTRICTED FUNDS THAT ARE INTENDED TO YIELD ANNUAL SUPPORT AND GROWTH OF THE MANAGED FUNDS THAT WILL EXCEED THE RATE OF INFLATION.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALL OF THE ACTIVITIES OF THE ORGANIZATION SUPPORT ST. JOHN'S NORTHWESTERN ACADEMIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SERVES TO PROVIDE LONG-TERM FINANCIAL SUPPORT AND GUIDANCE TO THE ST. JOHN'S NORTHWESTERN MILITARY ACADEMY, INC.(THE "ACADEMIES") AND OTHER EDUCATIONAL AND CULTURAL ORGANIZATION GRANTEES LOCATED ON THE ACADEMIES' DELAFIELD CAMPUS. THE CORPORATION HISTORICALLY HAD DIRECTED ITS SUPPORT EXCLUSIVELY TO THE ACADEMIES. IT SHALL CONTINUE TO GIVE THOUGHTFUL CONSIDERATION TO THE ACADEMIES'NEEDS. THIS IS ACCOMPLISHED BY MEANS OF INVESTMENT AND MANAGEMENT OF ENDOWMENT FUNDS AND OTHER RESTRICTED FUNDS THAT ARE INTENDED TO YIELD ANNUAL SUPPORT AND GROWTH OF THE MANAGED FUNDS THAT WILL EXCEED THE RATE OF INFLATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED AND APPROVED BY THE TREASURER AND CHAIRMAN PURSUANT TO BOARD AUTHORIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ACADEMY FOUNDATION INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN P GAFFNEY CPA
ReturnHeader/ReturnTs02026-02-06T10:07:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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