Civic Intelligence

St. George Chapel Fund Foundation

990PF • Fiscal year 2019 • EIN 39-1513069

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
735 N Water Street Suite 731Milwaukee, WI 53202

(414) 273-5551

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

6th percentile

-116%

Higher net margin than 6% 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.

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

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$300,351

Down $44,043 (-13%) from 2015

Net Assets

$300,351

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin6th percentile

Revenue

Down

$16,259

Down $16,881 (-51%) from 2015

Expenses

Up

$35,138

Up $5,801 (+20%) from 2015

Net Income

Down

-$18,879

Down $22,682 (-596%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $320,993Liabilities 2011: $02011Assets 2012: $357,949Liabilities 2012: $02012Assets 2013: $350,658Liabilities 2013: $02013Assets 2014: $340,591Liabilities 2014: $02014Assets 2015: $344,394Liabilities 2015: $02015Assets 2019: $300,351Liabilities 2019: $1Net Assets 2019: $300,3512019Assets 2020: $287,129Liabilities 2020: $1Net Assets 2020: $287,1292020Assets 2021: $269,882Liabilities 2021: $1Net Assets 2021: $269,8822021Assets 2022: $309,206Liabilities 2022: $0Net Assets 2022: $309,2062022Assets 2023: $271,129Liabilities 2023: $0Net Assets 2023: $271,1292023Assets 2024: $269,988Liabilities 2024: $0Net Assets 2024: $269,9882024

Highlighted filing

2019

Assets$300,351
Liabilities$1
Net Assets$300,351
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $18,880Expenses 2011: $25,886Net Income 2011: -$7,0062011Revenue 2012: $64,799Expenses 2012: $26,933Net Income 2012: $37,8662012Revenue 2013: $17,307Expenses 2013: $24,719Net Income 2013: -$7,4122013Revenue 2014: $16,990Expenses 2014: $26,935Net Income 2014: -$9,9452014Revenue 2015: $33,140Expenses 2015: $29,337Net Income 2015: $3,8032015Revenue 2019: $16,259Expenses 2019: $35,138Net Income 2019: -$18,8792019Revenue 2020: $19,801Expenses 2020: $38,160Net Income 2020: -$18,3592020Revenue 2021: $20,781Expenses 2021: $39,730Net Income 2021: -$18,9492021Revenue 2022: $21,893Expenses 2022: $37,902Net Income 2022: -$16,0092022Revenue 2023: $22,218Expenses 2023: $1,565Net Income 2023: $20,6532023Revenue 2024: $23,405Expenses 2024: $1,565Net Income 2024: $21,8402024

Highlighted filing

2019

Revenue$16,259
Expenses$35,138
Net Income-$18,879
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY BURGHARDTSucc Co-Trustee-$0--
HELEN M LUDWIGSucc Co-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
St George Chapel Fund Foundation
EIN
39-1513069
In Care Of
% LINDSEY BURGHARDT
Phone
4142735551
Address
735 N Water Street Suite 731, MILWAUKEE, WI 53202

Signing Officer

Name
Lindsey Burghardt
Title
Trustee
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
James H Erdmann
Address
4301 N MARYLAND AVE, SHOREWOOD, WI 53211
Preparer
James H Erdmann
Phone
4144055021
Raw XML Appendix295 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03375
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030995
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034370
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030995
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0GAGNE, MCCRYSTAL, DELORENZO
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0810
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0900
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt090
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04545
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISJ ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MILWAUKEE COURT BOND AGENCY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MORGAN STANLEY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WI COMMANDARY CONTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01415
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2150
TaxesSchedule/TaxesDetail/Amt0378
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY BURGHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST GEORGE CHAPEL FUND FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GAGNE MCCRYSTAL DE LORENZO & BURGHARDT
ReturnHeader/Filer/BusinessNameControlTxt0STGE
ReturnHeader/Filer/EIN0391513069
ReturnHeader/Filer/InCareOfNm0% LINDSEY BURGHARDT
ReturnHeader/Filer/PhoneNum04142735551
ReturnHeader/Filer/USAddress/AddressLine1Txt0735 N Water Street Suite 731
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04C06DF36A50383838CA41D5FE28BF911AA26D7AC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C06DF36A50383838CA41D5FE28BF911AA26D7AC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220203215000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.87.63.1
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES H ERDMANN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04301 N MARYLAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHOREWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053211
ReturnHeader/PreparerPersonGrp/PhoneNum04144055021
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES H ERDMANN
ReturnHeader/ReturnTs02020-11-16T08:55:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,351
Liabilities
$1
Net assets
$300,351
Revenue
$16,259
Expenses
$35,138
Net income
-$18,879
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.23$0.02$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.22$0.02$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.22$0.38$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.21$0.40$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.20$0.38$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.35$0.19
2015Summary only. Only limited summary data is available for this year.$3.44$0.00$0.33$0.29$0.04
2014Summary only. Only limited summary data is available for this year.$3.41$0.00$0.17$0.27$0.10
2013Summary only. Only limited summary data is available for this year.$3.51$0.00$0.17$0.25$0.07
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.65$0.27$0.38
2011Summary only. Only limited summary data is available for this year.$3.21$0.00$0.19$0.26$0.07