Civic Intelligence

Don & Pat Spiegelhoff Charitable Foundation

990PF • Fiscal year 2019 • EIN 39-1572045

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

Organization Profile
6670 Hospital RoadBurlington, WI 53105

(262) 763-6678

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

100th percentile

347%

Higher net margin than 100% 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.

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

Asset Growth

34th percentile

-5.5%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$150,047

Down $8,732 (-5.5%) from 2018

Net Assets

Down

$150,047

Down $8,732 (-5.5%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,515

Down $8,893 (-139%) from 2018

Expenses

Down

$6,216

Down $1,516 (-20%) from 2018

Net Income

Down

-$8,731

Down $7,377 (-545%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2019

Assets$150,047
Liabilities$1
Net Assets$150,047
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue-$2,515
Expenses$6,216
Net Income-$8,731
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON A SPIEGELHOFFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Don & Pat Spiegelhoff
EIN
39-1572045
Phone
2627636678
Address
6670 HOSPITAL ROAD, BURLINGTON, WI 53105

Signing Officer

Name
Jon a Spiegelhoff
Title
Trustee
Signed
2020-05-01

Preparer

Firm
Professional Management of Milwaukee Inc
Address
15460 W CAPITOL DR STE 250, BROOKFIELD, WI 53005
Preparer
Joan C Stuhr
Phone
2624320044
Raw XML Appendix317 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARQUETTE UNIVERSITY HIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN DIABETES ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LYONS TWP FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AURORA MEMORIAL HOSP-LOVELIGHT FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CROSS LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03401 W WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12451 CRYSTAL DR STE 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26339 HOSPITAL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3252 MCHENRY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4126 CHAPEL TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LYONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05700
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/AppliedToCurrentYearAmt05900
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt044483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012425
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05900
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt073959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ERROR
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0116
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JON A SPIEGELHOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DON & PAT SPIEGELHOFF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DON&
ReturnHeader/Filer/EIN0391572045
ReturnHeader/Filer/PhoneNum02627636678
ReturnHeader/Filer/USAddress/AddressLine1Txt06670 HOSPITAL ROAD
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391091244
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROFESSIONAL MANAGEMENT OF MILWAUKEE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015460 W CAPITOL DR STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053005
ReturnHeader/PreparerPersonGrp/PhoneNum02624320044
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN C STUHR
ReturnHeader/ReturnTs02020-05-07T12:18:49-05:00
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
$150,047
Liabilities
$1
Net assets
$150,047
Revenue
-$2,515
Expenses
$6,216
Net income
-$8,731
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