Civic Intelligence

Don & Pat Spiegelhoff Charitable Foundation

990PF • Fiscal year 2021 • EIN 39-1572045

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 29, 2022

Organization Profile
1701 SW Capri St Apt 221Palm City, FL 34990

(262) 763-6678

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-14%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$149,547

Down $1,193 (-0.8%) from 2020

Net Assets

Down

$149,547

Down $1,193 (-0.8%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Down

$4,481

Down $718 (-14%) from 2020

Expenses

Up

$5,674

Up $1,168 (+26%) from 2020

Net Income

Down

-$1,193

Down $1,886 (-272%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2021

Assets$149,547
Liabilities$1
Net Assets$149,547
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

2021

Revenue$4,481
Expenses$5,674
Net Income-$1,193
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 29, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
1701 SW CAPRI ST APT 221, PALM CITY, FL 34990

Signing Officer

Name
Jon a Spiegelhoff
Title
Trustee
Signed
2022-10-29

Preparer

Firm
Professional Management of Milwaukee Inc
Address
15460 W CAPITOL DR STE 250, BROOKFIELD, WI 53005
Preparer
Patrick J Baker Mst Chbc
Phone
2624320044
Raw XML Appendix280 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02712
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd638105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05600
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/AppliedToCurrentYearAmt05600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044483
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03244
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041239
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03527
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05600
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt044960
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048204
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt074
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt074
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JON A SPIEGELHOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DON & PAT SPIEGELHOFF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DON&
ReturnHeader/Filer/EIN0391572045
ReturnHeader/Filer/PhoneNum02627636678
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 SW CAPRI ST APT 221
ReturnHeader/Filer/USAddress/CityNm0PALM CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034990
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/PreparationDt02022-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J BAKER MST CHBC
ReturnHeader/ReturnTs02022-11-03T15:25:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPIEGELHOFF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,547
Liabilities
$1
Net assets
$149,547
Revenue
$4,481
Expenses
$5,674
Net income
-$1,193
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits