Civic Intelligence

Thomas a Plein Foundation Ltd.

990PF • Fiscal year 2023 • EIN 39-1558684

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
N260 Stoney Brook RdAppleton, WI 54915

(702) 492-1177

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

24th percentile

-14%

Higher net margin than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$15,500

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,949,045

Down $63,368 (-1.1%) from 2022

Net Assets

Down

$5,949,045

Down $63,368 (-1.1%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin24th percentile

Revenue

Up

$461,659

Up $242,518 (+111%) from 2022

Expenses

Down

$525,027

Down $2,570 (-0.5%) from 2022

Net Income

Up

-$63,368

Up $245,088 (+79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$10M$5.0M$0Assets 2010: $5,900,364Liabilities 2010: $0Net Assets 2010: $5,900,3642010Assets 2011: $5,862,957Liabilities 2011: $12011Assets 2012: $5,756,146Liabilities 2012: $12012Assets 2013: $5,757,196Liabilities 2013: $1Net Assets 2013: $5,757,1962013Assets 2014: $6,084,604Liabilities 2014: $1Net Assets 2014: $6,084,6042014Assets 2015: $6,434,653Liabilities 2015: $1Net Assets 2015: $6,434,6532015Assets 2016: $6,214,812Liabilities 2016: $0Net Assets 2016: $6,214,8122016Assets 2017: $6,149,930Liabilities 2017: $0Net Assets 2017: $6,149,9302017Assets 2018: $5,952,848Liabilities 2018: $0Net Assets 2018: $5,952,8482018Assets 2019: $5,955,493Liabilities 2019: $1Net Assets 2019: $5,955,4932019Assets 2020: $5,939,413Liabilities 2020: $1Net Assets 2020: $5,939,4132020Assets 2021: $6,320,869Liabilities 2021: $1Net Assets 2021: $6,320,8692021Assets 2022: $6,012,413Liabilities 2022: $1Net Assets 2022: $6,012,4132022Assets 2023: $5,949,045Liabilities 2023: $1Net Assets 2023: $5,949,0452023Assets 2024: $8,742,695Liabilities 2024: $0Net Assets 2024: $8,742,6952024

Highlighted filing

2023

Assets$5,949,045
Liabilities$1
Net Assets$5,949,045
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $388,5142010Revenue 2011: $364,752Expenses 2011: $402,159Net Income 2011: -$37,4072011Revenue 2012: $299,397Expenses 2012: $406,208Net Income 2012: -$106,8112012Revenue 2013: $405,553Expenses 2013: $404,503Net Income 2013: $1,0502013Revenue 2014: $845,371Expenses 2014: $517,963Net Income 2014: $327,4082014Revenue 2015: $849,769Expenses 2015: $499,720Net Income 2015: $350,0492015Revenue 2016: $249,171Expenses 2016: $469,012Net Income 2016: -$219,8412016Revenue 2017: $410,485Expenses 2017: $475,367Net Income 2017: -$64,8822017Revenue 2018: $303,928Expenses 2018: $501,010Net Income 2018: -$197,0822018Revenue 2019: $516,817Expenses 2019: $514,172Net Income 2019: $2,6452019Revenue 2020: $488,957Expenses 2020: $505,037Net Income 2020: -$16,0802020Revenue 2021: $874,490Expenses 2021: $493,034Net Income 2021: $381,4562021Revenue 2022: $219,141Expenses 2022: $527,597Net Income 2022: -$308,4562022Revenue 2023: $461,659Expenses 2023: $525,027Net Income 2023: -$63,3682023Revenue 2024: $3,419,711Expenses 2024: $626,061Net Income 2024: $2,793,6502024

Highlighted filing

2023

Revenue$461,659
Expenses$525,027
Net Income-$63,368
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H MATTHEW FRAZIERPresident-$15,500-$15,500
JASON W KETTERExecutive Vice President-$15,500-$15,500
KATHLEEN PLEINDirector-$8,000-$8,000
SUSAN NOVAK-TIBBETDirector-$8,000-$8,000
CATHLEEN MORAITESDirector-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOCIAL CIRKIRSH FOUNDATIONPUBLIC GENERAL CONTRIBUTIONPUBLICLAS VEGAS, NV, US$33,000
Paid GrantMISSISSIPPI STATE UNIVERSITY COLLEGE OF VETRERINARY MEDICINEPUBLIC GENERAL CONTRIBUTIONPUBLICMISSISSIPPI STATE, MS, US$30,000
Paid GrantST ROSE DOMINICAN HEALTH FOUNDATIONPUBLIC GENERAL CONTRIBUTIONPUBLICHENDERSON, NV, US$30,000
Paid GrantST NORBERT COLLEGEPUBLIC GENERAL CONTRIBUTIONPUBLICDE PERE, WI, US$27,000
Paid GrantTHE BRIGADEPUBLIC GENERAL CONTRIBUTIONPUBLICNEENAH, WI, US$25,000
Paid GrantNIGHTHAWK RANCHPUBLIC GENERAL CONTRIBUTIONPUBLICGUFFEY, CO, US$25,000
Paid GrantNORTH CENTRAL FLORIDA HOSPICE INCPUBLIC GENERAL CONTRIBUTIONPUBLICGAINESVILLE, FL, US$25,000
Paid GrantUW OSHKOSHPUBLIC GENERAL CONTRIBUTIONPUBLICOSHKOSH, WI, US$25,000
Paid GrantDIGNITY USAPUBLIC GENERAL CONTRIBUTIONPUBLICDUNKIRK, MD, US$20,000
Paid GrantIMAGO DEIPUBLIC GENERAL CONTRIBUTIONPUBLICLAS VEGAS, NV, US$20,000
Paid GrantNEW WAYS MINISTRYPUBLIC GENERAL CONTRIBUTIONPUBLICMT RAINIER, MD, US$20,000
Paid GrantST THERESE CENTERPUBLIC GENERAL CONTRIBUTIONPUBLICHENDERSON, NV, US$20,000
Paid GrantALACHUA LIONS CHARITABLE FOUNDATIONPUBLIC GENERAL CONTRIBUTIONPUBLICALACHUA, FL, US$15,000
Paid GrantNAVAJO LUTHERAN MISSIONPUBLIC GENERAL CONTRIBUTIONPUBLICROCK POINT, AZ, US$15,000
Paid GrantTHE CENTER LGBTQPUBLIC GENERAL CONTRIBUTIONPUBLICLAS VEGAS, NV, US$15,000
Paid GrantUNIVERSITY OF QUEENSLANDPUBLIC GENERAL CONTRIBUTIONPUBLICWASHINGTON, DC, US$15,000
Paid GrantDELAWARE VALLEY UNIVERSITYPUBLIC GENERAL CONTRIBUTIONPUBLICDOYLESTOWN, PA, US$10,000
Paid GrantHUMANE SOCIETY FOR SW WASHPUBLIC GENERAL CONTRIBUTIONPUBLICVANCOUVER, WA, US$10,000
Paid GrantPENN STATE UNIVERSITY HARRISBURGPUBLIC GENERAL CONTRIBUTIONPUBLICHARRISBURG, PA, US$10,000
Paid GrantUNIVERSITY OF IOWA FOUNDATIONPUBLIC GENERAL CONTRIBUTIONPUBLICIOWA CITY, IA, US$10,000
Paid GrantUNIVERSITY OF NORTHERN IOWAPUBLIC GENERAL CONTRIBUTIONPUBLICCEDAR FALLS, IA, US$10,000
Paid GrantBENEDICTINE SISTERS OF PERPETUAL ADORATIONPUBLIC GENERAL CONTRIBUTIONPUBLICCLYDE, MO, US$5,000
Paid GrantIOWA STATE UNIVERSTIYPUBLIC GENERAL CONTRIBUTIONPUBLICAMES, IA, US$5,000
Paid GrantUW STEVENS POINTPUBLIC GENERAL CONTRIBUTIONPUBLICSTEVENS POINT, WI, US$5,000
Paid GrantUNIVERSITY OF UTAH SJ QUINNEY COLLEGE OF LAWPUBLIC GENERAL CONTRIBUTIONPUBLICSALT LAKE, UT, US$600
Filing and Contact Details

Filer

Filer Name
Thomas a Plein Foundation Ltd
EIN
39-1558684
Phone
7024921177
Address
N260 STONEY BROOK RD, APPLETON, WI 54915

Signing Officer

Name
H Matthew Frazier
Title
President
Phone
7024921177
Signed
2024-05-07

Preparer

Firm
Steve Hollmann Sc CPA
Address
N260 Stoney Brook Rd, APPLETON, WI 54915
Preparer
Steve Hollmann Sc CPA
Phone
9207313190
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VEEVA STSTEMS INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54INTUITIVE SURGICAL INC
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,949,045
Liabilities
$1
Net assets
$5,949,045
Revenue
$461,659
Expenses
$525,027
Net income
-$63,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$3.42$0.63$2.79
2023Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.46$0.53$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.22$0.53$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.87$0.49$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.49$0.51$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.52$0.51$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.30$0.50$0.20
2017Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.41$0.48$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.25$0.47$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.85$0.50$0.35
2014Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.85$0.52$0.33
2013Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.41$0.40$0.00
2012Summary only. Only limited summary data is available for this year.$5.76$0.00$0.30$0.41$0.11
2011Summary only. Only limited summary data is available for this year.$5.86$0.00$0.36$0.40$0.04
2010Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.39