Civic Intelligence

Max Fund Inc

EIN 39-1563191 • Mequon, WI

2603 W Lake Park CTMequon, WI 53092
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-326%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

31st percentile

-2.9%

Faster asset growth than 31% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

188%

Faster revenue growth than 93% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$563,968

Down $16,938 (-2.9%) from 2023

Liabilities

Down

$226

Down $18,823 (-99%) from 2023

Net Assets

Up

$563,742

Up $1,885 (+0.3%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin2nd percentile

Revenue

Up

$15,736

Up $10,273 (+188%) from 2023

Expenses

Up

$66,968

Up $7,390 (+12%) from 2023

Net Income

Up

-$51,232

Up $2,883 (+5.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$1.0M$500K$0Assets 2011: $868,194Liabilities 2011: $02011Assets 2012: $806,431Liabilities 2012: $02012Assets 2013: $803,968Liabilities 2013: $9,1882013Assets 2014: $725,733Liabilities 2014: $2,5502014Assets 2015: $544,550Liabilities 2015: $3,5502015Assets 2016: $542,595Liabilities 2016: $0Net Assets 2016: $542,5952016Assets 2017: $537,664Liabilities 2017: $17,079Net Assets 2017: $520,5852017Assets 2018: $475,416Liabilities 2018: $2,030Net Assets 2018: $473,3862018Assets 2019: $661,758Liabilities 2019: $30Net Assets 2019: $661,7282019Assets 2020: $652,594Liabilities 2020: $1,030Net Assets 2020: $651,5642020Assets 2021: $702,459Liabilities 2021: $2,820Net Assets 2021: $699,6392021Assets 2022: $559,461Liabilities 2022: $2,838Net Assets 2022: $556,6232022Assets 2023: $580,906Liabilities 2023: $19,049Net Assets 2023: $561,8572023Assets 2024: $563,968Liabilities 2024: $226Net Assets 2024: $563,7422024

Latest loaded filing

2024

Assets$563,968
Liabilities$226
Net Assets$563,742
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100K-$200K-$300KRevenue 2011: $82,073Expenses 2011: $107,446Net Income 2011: -$25,3732011Revenue 2012: -$71,790Expenses 2012: $138,031Net Income 2012: -$209,8212012Revenue 2013: $10,389Expenses 2013: $105,419Net Income 2013: -$95,0302013Revenue 2014: $38,877Expenses 2014: $74,489Net Income 2014: -$35,6122014Revenue 2015: $35,701Expenses 2015: $93,114Net Income 2015: -$57,4132015Revenue 2016: $38,816Expenses 2016: $64,444Net Income 2016: -$25,6282016Revenue 2017: $15,618Expenses 2017: $104,891Net Income 2017: -$89,2732017Revenue 2018: $63,840Expenses 2018: $51,156Net Income 2018: $12,6842018Revenue 2019: $172,554Expenses 2019: $47,265Net Income 2019: $125,2892019Revenue 2020: $13,089Expenses 2020: $70,593Net Income 2020: -$57,5042020Revenue 2021: $31,770Expenses 2021: $57,417Net Income 2021: -$25,6472021Revenue 2022: $7,947Expenses 2022: $49,312Net Income 2022: -$41,3652022Revenue 2023: $5,463Expenses 2023: $59,578Net Income 2023: -$54,1152023Revenue 2024: $15,736Expenses 2024: $66,968Net Income 2024: -$51,2322024

Latest loaded filing

2024

Revenue$15,736
Expenses$66,968
Net Income-$51,232
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.16$0.67$0.51
2023Detailed filing. Detailed filing data is available for this year.$5.81$0.19$5.62$0.05$0.60$0.54
2022Detailed filing. Detailed filing data is available for this year.$5.59$0.03$5.57$0.08$0.49$0.41
2021Detailed filing. Detailed filing data is available for this year.$7.02$0.03$7.00$0.32$0.57$0.26
2020Detailed filing. Detailed filing data is available for this year.$6.53$0.01$6.52$0.13$0.71$0.58
2019Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$1.73$0.47$1.25
2018Detailed filing. Detailed filing data is available for this year.$4.75$0.02$4.73$0.64$0.51$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.38$0.17$5.21$0.16$1.05$0.89
2016Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.39$0.64$0.26
2015Summary only. Only limited summary data is available for this year.$5.45$0.04$0.36$0.93$0.57
2014Summary only. Only limited summary data is available for this year.$7.26$0.03$0.39$0.74$0.36
2013Summary only. Only limited summary data is available for this year.$8.04$0.09$0.10$1.05$0.95
2012Summary only. Only limited summary data is available for this year.$8.06$0.00$0.72$1.38$2.10
2011Summary only. Only limited summary data is available for this year.$8.68$0.00$0.82$1.07$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 17, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R MAX SAMSONPresident-$0--
NANCY PINTERVP/Secretary-$0--
BARRY BARKANDirector-$0--
CHRISTOPHER PINTERDirector-$0--
ALAYNA SAMSONDirector-$0--
GINA SAMSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantQUASIMONDO INCOPERATING EXPENSES-MILWAUKEE, WI, US$32,450
Paid GrantCHILDREN'S HOME OF HAITI INCOPERATING EXPENSES-MABO-CEDARBURG, WI, US$10,000
Paid GrantCONGREGATION BETH YEHUDAHOPERATING EXPENSES-MILWAUKEE, WI, US$10,000
Paid GrantMILWAUKEE TURNERS INCOPERATING EXPENSES-MILWAUKEE, WI, US$10,000
Paid GrantCHILDREN'S OUTING ASSOCIATIONOPERATING EXPENSES-MILWAUKEE, WI, US$5,000
Paid GrantHARRY & ROSE SAMSON FAMILY CENTEROPERATING EXPENSES-WHITEFISH BAY, WI, US$5,000
Paid GrantCONGREGATION SHIR HADASHOPERATING EXPENSES-MILWAUKEE, WI, US$2,360
Paid GrantCHABAD OF DOWNTOWNOPERATING EXPENSES-MILWAUKEE, WI, US$1,900
Paid GrantCONGREGATION NEVEI KODESHOPERATING EXPENSES-BOULDER, CO, US$1,800
Paid GrantTHE OPTIMIST THEATREOPERATING EXPENSES-MILWAUKEE, WI, US$1,800
Paid GrantTHE SHALOM CENTEROPERATING EXPENSES-KENOSHA, WI, US$1,800
Paid GrantAMERICARES FOUNDATION INCOPERATING EXPENSES-STAMFORD, CT, US$1,000
Paid GrantNICE PLAYS INCOPERATING EXPENSES-MILWAUKEE, WI, US$1,000
Paid GrantHARRY & ROSE SAMSON FAMILY CENTEROPERATING EXPENSES - CAMP-WHITEFISH BAY, WI, US$439
Paid GrantCREATE WISCONSINOPERATING EXPENSES-MADISON, WI, US$360
Paid GrantUWM FOUNDATIONOPERATING EXPENSES-MILWAUKEE, WI, US$240
Paid GrantWISCONSIN PUBLIC RADIOOPERATING EXPENSES-MILWAUKEE, WI, US$120
Paid GrantNEW JEWISH NARRATIVEOPERATING EXPENSES-WASHINGTON, DC, US$110
Paid GrantKAYENTA ARTS FOUNDATIONOPERATING EXPENSES-IVINS, UT, US$100
Filing and Contact Details

Filer

Filer Name
Max Fund Inc
EIN
39-1563191
Phone
4149752669
Address
2603 W LAKE PARK CT, MEQUON, WI 53092

Signing Officer

Name
R Max Samson
Title
President
Phone
4149752669
Signed
2026-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Daniel L Burzynski
Phone
4144761880
Raw XML AppendixShowing 400 of 590 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/TitleTxt4DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0R MAX SAMSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02603 W LAKE PARK CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8OPERATING EXPENSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICARES FOUNDATION INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S OUTING ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13NICE PLAYS INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt088 HAMILTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 510525
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31500 EAST PARK PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43100 N 52ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51925 GLENWOOD DR

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