Civic Intelligence

Koller Family Foundation

990PF • Fiscal year 2016 • EIN 39-1530943

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 28, 2017

Organization Profile
C/O Becker Kumm 320 W Grand AveWisconsin Rapids, WI 54495

(715) 423-5720

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-113%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.8%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$363,017

Down $10,313 (-2.8%) from 2015

Net Assets

Down

$363,017

Down $10,313 (-2.8%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$9,158

Down $70,454 (-88%) from 2015

Expenses

Up

$19,471

Up $456 (+2.4%) from 2015

Net Income

Down

-$10,313

Down $70,910 (-117%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400K$300K$200K$100K$0Assets 2010: $331,434Liabilities 2010: $0Net Assets 2010: $331,4342010Assets 2011: $325,631Liabilities 2011: $0Net Assets 2011: $325,6312011Assets 2012: $329,952Liabilities 2012: $0Net Assets 2012: $329,9522012Assets 2013: $318,019Liabilities 2013: $1Net Assets 2013: $318,0192013Assets 2014: $312,733Liabilities 2014: $1Net Assets 2014: $312,7332014Assets 2015: $373,330Liabilities 2015: $1Net Assets 2015: $373,3302015Assets 2016: $363,017Liabilities 2016: $0Net Assets 2016: $363,0172016

Highlighted filing

2016

Assets$363,017
Liabilities$0
Net Assets$363,017
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50KExpenses 2010: $15,5232010Expenses 2011: $18,9882011Expenses 2012: $19,0272012Revenue 2013: $6,844Expenses 2013: $18,777Net Income 2013: -$11,9332013Revenue 2014: $12,314Expenses 2014: $17,600Net Income 2014: -$5,2862014Revenue 2015: $79,612Expenses 2015: $19,015Net Income 2015: $60,5972015Revenue 2016: $9,158Expenses 2016: $19,471Net Income 2016: -$10,3132016

Highlighted filing

2016

Revenue$9,158
Expenses$19,471
Net Income-$10,313
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETTY J KOLLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Koller Family Foundation
EIN
39-1530943
Phone
7154235720
Address
C/O BECKER KUMM 320 W GRAND AVE, WISCONSIN RAPIDS, WI 54495

Signing Officer

Name
Betty J Koller
Title
Trustee
Phone
7154235720
Signed
2017-04-28

Preparer

Firm
Becker & Kumm Cpas
Address
320 WEST GRAND AVENUE SUITE 301, WISCONSIN RAPIDS, WI 54495
Preparer
David W Kumm
Phone
7154235720
Raw XML Appendix288 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BETTY J KOLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd472203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016031
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0517
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015514
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017605
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016031
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015514
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0557
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUND DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0605
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0605
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01809
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01809
TaxesSchedule/TaxesDetail/Amt01551
TaxesSchedule/TaxesDetail/Amt180
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INVESTMENT I
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt080
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BETTY J KOLLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154235720
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOLLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOLL
ReturnHeader/Filer/EIN0391530943
ReturnHeader/Filer/PhoneNum07154235720
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BECKER KUMM 320 W GRAND AVE
ReturnHeader/Filer/USAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054495
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A93AD6E86BE4656CA5D292D89A867FA9F1620A15
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0718857220BAE074113290700DA1A329A8805DE57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391342388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER & KUMM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 WEST GRAND AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054495
ReturnHeader/PreparerPersonGrp/PhoneNum07154235720
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W KUMM
ReturnHeader/ReturnTs02017-05-09T14:21:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,017
Liabilities
$0
Net assets
$363,017
Revenue
$9,158
Expenses
$19,471
Net income
-$10,313
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.09$0.19$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.80$0.19$0.61
2014Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.12$0.18$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.07$0.19$0.12
2012Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.19
2010Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.16