Civic Intelligence

Don & Pat Spiegelhoff Charitable Foundation

990PF • Fiscal year 2011 • EIN 39-1572045

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 2012

6670 Hospital Road53105
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

43rd percentile

-3.0%

Faster asset growth than 43% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$65,343

Down $2,025 (-3.0%) from 2010

Net Assets

Down

$65,343

Down $2,025 (-3.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,447

Up $163 (+3.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $67,368Liabilities 2010: $0Net Assets 2010: $67,3682010Assets 2011: $65,343Liabilities 2011: $0Net Assets 2011: $65,3432011Assets 2012: $63,152Liabilities 2012: $0Net Assets 2012: $63,1522012Assets 2013: $75,227Liabilities 2013: $1Net Assets 2013: $75,2272013Assets 2014: $187,007Liabilities 2014: $1Net Assets 2014: $187,0072014Assets 2015: $188,188Liabilities 2015: $1Net Assets 2015: $188,1882015Assets 2016: $158,649Liabilities 2016: $0Net Assets 2016: $158,6492016Assets 2017: $161,210Liabilities 2017: $0Net Assets 2017: $161,2102017Assets 2018: $158,779Liabilities 2018: $0Net Assets 2018: $158,7792018Assets 2019: $150,047Liabilities 2019: $1Net Assets 2019: $150,0472019Assets 2020: $150,740Liabilities 2020: $1Net Assets 2020: $150,7402020Assets 2021: $149,547Liabilities 2021: $1Net Assets 2021: $149,5472021Assets 2022: $152,358Liabilities 2022: $1Net Assets 2022: $152,3582022Assets 2023: $152,808Liabilities 2023: $1Net Assets 2023: $152,8082023Assets 2024: $154,706Liabilities 2024: $0Net Assets 2024: $154,7062024

Highlighted filing

2011

Assets$65,343
Liabilities$0
Net Assets$65,343

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $5,2842010Expenses 2011: $5,4472011Expenses 2012: $5,5322012Revenue 2013: $18,608Expenses 2013: $6,533Net Income 2013: $12,0752013Revenue 2014: $131,239Expenses 2014: $21,634Net Income 2014: $109,6052014Revenue 2015: $22,580Expenses 2015: $22,560Net Income 2015: $202015Revenue 2016: $23,669Expenses 2016: $53,442Net Income 2016: -$29,7732016Revenue 2017: $16,583Expenses 2017: $11,532Net Income 2017: $5,0512017Revenue 2018: $6,378Expenses 2018: $7,732Net Income 2018: -$1,3542018Revenue 2019: -$2,515Expenses 2019: $6,216Net Income 2019: -$8,7312019Revenue 2020: $5,199Expenses 2020: $4,506Net Income 2020: $6932020Revenue 2021: $4,481Expenses 2021: $5,674Net Income 2021: -$1,1932021Revenue 2022: $5,406Expenses 2022: $2,595Net Income 2022: $2,8112022Revenue 2023: $5,122Expenses 2023: $4,672Net Income 2023: $4502023Revenue 2024: $5,327Expenses 2024: $3,429Net Income 2024: $1,8982024

Highlighted filing

2011

Revenue-
Expenses$5,447
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON A SPIEGELHOFFTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCROSS LUTHERAN CHURCHNO RESTRICTIONSPUBLIC CHARBURLINGTON, WI, US$1,000
Paid GrantJDRF-ROCHESTER CHAPTERNO RESTRICTIONSFOUNDATIONROCHESTER, NY, US$1,000
Paid GrantMEDICAL COLLEGE OF WISCONSINNO RESTRICTIONSFOUNDATIONMILWAUKEE, WI, US$1,000
Paid GrantMARQUETTE UNIVERSITY HIGHNO RESTRICTIONSFOUNDATIONMILWAUKEE, WI, US$500
Paid GrantENDOWMENT FD CROSS LUTHERNO RESTRICTIONSPUBLIC CHARBURLINGTON, WI, US$500
Paid GrantRED CLOUD INDIAN SCHOOLNO RESTRICTIONSPUBLIC CHARIPINE RIDGE, SD, US$500
Paid GrantMEDICAL COLLEGE OF WISCONSINNO RESTRICTIONSFOUNDATIONMILWAUKEE, WI, US$250
Paid GrantAURORA MEM HSP BURLINGTONNO RESTRICTIONSFOUNDATIONBURLINGTON, WI, US$150
Paid GrantFROEDTERT HOSPITAL FOUNDATIONNO RESTRICTIONSFOUNDATIONMILWAUKEE, WI, US$100
Filing and Contact Details

Filer

EIN
39-1572045
Raw XML Appendix322 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0420
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0210
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0210
CompensationExplanation/Compensation/PersonName0JON A SPIEGELHOFF
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue024565
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue120400
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV027743
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV121407
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond025M AUTOZONE INC
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond120M NORTH BRANCH MN ELECT SYST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue07157
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15199
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue26806
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV08408
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15068
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0200 SH HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1200 ASBC 7.625% TOPRS CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock260 SPDR TR UNIT SER I
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome0363
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome03059
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome03422
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA03422
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0210
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0210
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss05000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0363
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0363
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2025
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm03059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss03059
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03185
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm027
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps05210
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss05447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome03422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses03422
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0210
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0237
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0447
IRS990PF/BalanceSheets/CapitalStockBOY067368
IRS990PF/BalanceSheets/CapitalStockEOY065343
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY044965
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY044965
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV049150
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY019162
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY019162
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV021006
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY03241
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY01216
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV01216
IRS990PF/BalanceSheets/TotalAssetsBOY067368
IRS990PF/BalanceSheets/TotalAssetsEOY065343
IRS990PF/BalanceSheets/TotalAssetsEOYFMV071372
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY067368
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY065343
IRS990PF/BalanceSheets/TotalNetAssetsBOY067368
IRS990PF/BalanceSheets/TotalNetAssetsEOY065343
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-2025
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal065343
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY067368
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY065343
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03434
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03434
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03434
IRS990PF/DistributableAmount/MinimumInvestmentReturn03466
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome032
IRS990PF/DistributableAmount/TotalTax032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome032
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue032
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY071372
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets070376
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02350
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities068026
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01056
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03466
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets069320
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets070376
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JON A SPIEGELHOFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106670 HOSPITAL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BURLINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053105
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct04098
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets04066
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.058662
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.072500
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.064627
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.045896
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.050502
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.059785
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets069320
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1069283
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2064462
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3063186
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4073264
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5070252
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome032
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions05210
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear105023
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear204166
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear302900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear403700
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504200
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.293310
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions05178
IRS990PF/QualifyingDistributions/ExpensesAndContributions05210
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm032
IRS990PF/QualifyingDistributions/QualifyingDistributions05210
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber13
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0COVERED EXPENSES AND PROVIDED FDS FOR CHARITABLE GIFTS
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1COVERED EXPENSES AND PROVIDED FDS FOR CHARITABLE GIFTS
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JON A SPIEGELHOFF TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02627636678
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106670 HOSPITAL RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BURLINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053105
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8NO RESTRICTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10MARQUETTE UNIVERSITY HIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CROSS LUTHERAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ENDOWMENT FD CROSS LUTHER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13AURORA MEM HSP BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JDRF-ROCHESTER CHAPTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15RED CLOUD INDIAN SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16FROEDTERT HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17MEDICAL COLLEGE OF WISCONSIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18MEDICAL COLLEGE OF WISCONSIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103401 W WISCONSIN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11126 CHAPEL TERRACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12126 CHAPEL TERRACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13252 MCHENRY STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141200-A SCOTTSVILLE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15100 MISSION DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine169200 W WISCONSIN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine178701 WATERTOWN PLANK ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine188701 WATERTOWN PLANK ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PINE RIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5SD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode414624
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode557770
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode653226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode753226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode853226
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03434
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03434
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101613
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201011
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40103
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50871
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50871
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear04503
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01776
IRS990PF/UndistributedIncome/ExcessFromYear101613
IRS990PF/UndistributedIncome/ExcessFromYear201011
IRS990PF/UndistributedIncome/ExcessFromYear40103
IRS990PF/UndistributedIncome/QualifyingDistributions05210
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01776
IRS990PF/UndistributedIncome/TotalCorpus05374
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03598
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
SubstantialContributorsSch/SubstantialContributor/PersonName0DON PAT SPIEGELHOFF
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine106670 HOSPITAL RD
SubstantialContributorsSch/SubstantialContributor/USAddress/City0BURLINGTON
SubstantialContributorsSch/SubstantialContributor/USAddress/State0WI
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode053105
TaxesSchedule/Taxes/Amount027
TaxesSchedule/Taxes/Category02010 FEDERAL TAX PAID
TaxesSchedule/Taxes/NetInvestmentIncome027
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391572045
ReturnHeader/Filer/Name/BusinessNameLine10DON & PAT SPIEGELHOFF
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0DON&
ReturnHeader/Filer/Phone02627636678
ReturnHeader/Filer/USAddress/AddressLine106670 HOSPITAL ROAD
ReturnHeader/Filer/USAddress/City0BURLINGTON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053105
ReturnHeader/Officer/DateSigned02012-04-20
ReturnHeader/Officer/Name0JON A SPIEGELHOFF
ReturnHeader/Officer/Phone02627636678
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-04-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PROFESSIONAL MANAGEMENT OF MILWAUKEE INC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103636 N 124TH ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WAUWATOSA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053222
ReturnHeader/Preparer/Name0JOAN C STUHR
ReturnHeader/Preparer/Phone04144613636
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-23T13:13:46-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.05$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.05$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.05$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.03$0.06$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.06$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.17$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.24$0.53$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.23$0.23$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.31$0.22$1.10
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.19$0.07$0.12
2012Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05