Civic Intelligence

Don & Pat Spiegelhoff Charitable Foundation

990PF • Fiscal year 2023 • EIN 39-1572045

Jan 01, 2023 to Dec 31, 2023 • Filed on May 12, 2024

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

8.8%

Higher net margin than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

52nd percentile

0.3%

Faster asset growth than 52% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-5.3%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$152,808

Up $450 (+0.3%) from 2022

Net Assets

Up

$152,808

Up $450 (+0.3%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin61st percentile

Revenue

Down

$5,122

Down $284 (-5.3%) from 2022

Expenses

Up

$4,672

Up $2,077 (+80%) from 2022

Net Income

Down

$450

Down $2,361 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2023

Assets$152,808
Liabilities$1
Net Assets$152,808
Open 2023 Filing

Operations Trend

Revenue Growth38th 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

2023

Revenue$5,122
Expenses$4,672
Net Income$450
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-12

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 Appendix256 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/UndistributedIncomeGrp/UndistributedIncomeCYAmt08310
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03227
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DIVS REC'VD IN 23; REPTD IN 2
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0657
OtherIncomeSchedule2/OtherIncomeDetail/Desc0COMMISSION CREDIT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt085
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt085
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JON A SPIEGELHOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-12
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J BAKER MST CHBC
ReturnHeader/ReturnTs02024-05-20T09:56:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPIEGELHOFF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$152,808
Liabilities
$1
Net assets
$152,808
Revenue
$5,122
Expenses
$4,672
Net income
$450
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