Civic Intelligence

Gebhardt Foundation Inc.

990PF • Fiscal year 2012 • EIN 39-1574609

Jan 01, 2012 to Dec 31, 2012 • Filed on Feb 21, 2013

7123 W Calumet Road53223
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

67th percentile

5.3%

Faster asset growth than 67% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,206,461

Up $60,780 (+5.3%) from 2011

Net Assets

Up

$1,206,461

Up $60,780 (+5.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$52,555

Down $13,241 (-20%) from 2011

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.

$3.0M$2.0M$1.0M$0Assets 2011: $1,145,681Liabilities 2011: $0Net Assets 2011: $1,145,6812011Assets 2012: $1,206,461Liabilities 2012: $0Net Assets 2012: $1,206,4612012Assets 2013: $1,281,274Liabilities 2013: $1Net Assets 2013: $1,281,2742013Assets 2014: $1,337,349Liabilities 2014: $1Net Assets 2014: $1,337,3492014Assets 2015: $1,355,019Liabilities 2015: $1Net Assets 2015: $1,355,0192015Assets 2016: $1,370,725Liabilities 2016: $0Net Assets 2016: $1,370,7252016Assets 2017: $1,520,054Liabilities 2017: $0Net Assets 2017: $1,520,0542017Assets 2018: $1,861,261Liabilities 2018: $0Net Assets 2018: $1,861,2612018Assets 2019: $1,806,245Liabilities 2019: $1Net Assets 2019: $1,806,2452019Assets 2020: $1,785,673Liabilities 2020: $1Net Assets 2020: $1,785,6732020Assets 2021: $2,232,057Liabilities 2021: $1Net Assets 2021: $2,232,0572021Assets 2022: $2,190,949Liabilities 2022: $1Net Assets 2022: $2,190,9492022Assets 2023: $2,178,910Liabilities 2023: $1Net Assets 2023: $2,178,9102023Assets 2024: $2,148,784Liabilities 2024: $0Net Assets 2024: $2,148,7842024

Highlighted filing

2012

Assets$1,206,461
Liabilities$0
Net Assets$1,206,461

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $65,7962011Expenses 2012: $52,5552012Revenue 2013: $120,331Expenses 2013: $45,518Net Income 2013: $74,8132013Revenue 2014: $155,659Expenses 2014: $99,899Net Income 2014: $55,7602014Revenue 2015: $116,475Expenses 2015: $98,805Net Income 2015: $17,6702015Revenue 2016: $103,002Expenses 2016: $87,296Net Income 2016: $15,7062016Revenue 2017: $241,665Expenses 2017: $92,336Net Income 2017: $149,3292017Revenue 2018: $443,400Expenses 2018: $102,193Net Income 2018: $341,2072018Revenue 2019: $51,985Expenses 2019: $108,001Net Income 2019: -$56,0162019Revenue 2020: $84,006Expenses 2020: $104,578Net Income 2020: -$20,5722020Revenue 2021: $563,164Expenses 2021: $116,780Net Income 2021: $446,3842021Revenue 2022: $98,657Expenses 2022: $139,765Net Income 2022: -$41,1082022Revenue 2023: $171,069Expenses 2023: $143,608Net Income 2023: $27,4612023Revenue 2024: $133,635Expenses 2024: $163,761Net Income 2024: -$30,1262024

Highlighted filing

2012

Revenue-
Expenses$52,555
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Feb 21, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM GEBHARDTNone-$0--
SUSAN GEBHARDTNone-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAYUNRESTRICTED501(C)(3)MILWAUKEE, WI, US$12,000
Paid GrantUNITED PERFORMING ARTS FUNDUNRESTRICTED501(C)(3)MILWAUKEE, WI, US$11,500
Paid GrantJUNIOR ACHEIVEMENTUNRESTRICTED501(C)(3)MILWAUKEE, WI, US$5,000
Paid GrantMILWAUKEE SYMPHONY ORCHESTRAUNRESTRICTEDORCHESTRAMILWAUKEE, WI, US$5,000
Paid GrantBOYS & GIRLS CLUB OF GREATER MILWAUKEEUNRESTRICTED501(C)(3)MILWAUKEE, WI, US$2,500
Paid GrantMEQUONTHIENSVILLE SCHOOL DISTRICTUNRESTRICTEDSCHOOL DISTRICTMEQUON, WI, US$2,500
Paid GrantST MARY HOSPITALUNRESTRICTEDHOSPITALMENOMONEE FALLS, WI, US$2,500
Paid GrantFIRST STAGE THEATERUNRESTRICTED501(C)(3)MILWAUKEE, WI, US$1,000
Paid GrantSERVICE CLUB OF MILWAUKEEUNRESTRICTED501(C)(3)MILWAUKEE, WI, US$500
Filing and Contact Details

Filer

EIN
39-1574609
Raw XML Appendix383 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/Amount01500
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01500
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01152947
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0BAIRD MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01377124
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount061021
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome07814
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount061021
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome07814
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA068835
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm07814
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps042500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss042500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss044500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm061021
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss061021
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses060780
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0174948
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm0290
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0290
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07814
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome058780
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm08265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss08265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps042500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm010055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss052555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome068835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0113335
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm010055
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss010055
IRS990PF/BalanceSheets/CashBOY01461
IRS990PF/BalanceSheets/CashEOY050152
IRS990PF/BalanceSheets/CashEOYFMV050152
IRS990PF/BalanceSheets/InvestmentsOtherBOY01132527
IRS990PF/BalanceSheets/InvestmentsOtherEOY01152947
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01377124
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY011693
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY03362
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV03362
IRS990PF/BalanceSheets/TotalAssetsBOY01145681
IRS990PF/BalanceSheets/TotalAssetsEOY01206461
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01430638
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01145681
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01206461
IRS990PF/BalanceSheets/TotalNetAssetsBOY01145681
IRS990PF/BalanceSheets/TotalNetAssetsEOY01206461
IRS990PF/BalanceSheets/UnrestrictedBOY01145681
IRS990PF/BalanceSheets/UnrestrictedEOY01206461
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0102407
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis124753
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis239974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12005-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-11-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-06-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0DODGE & COX INTL STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1FMI COMMON STK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FMI LGCP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss05541
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-753
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23026
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses05541
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-753
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses23026
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0107948
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice124000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice243000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses060780
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01206461
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01145681
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01206461
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted065176
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj065176
IRS990PF/DistributableAmount/DistributableAmountBeforeDed065176
IRS990PF/DistributableAmount/MinimumInvestmentReturn066352
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01176
IRS990PF/DistributableAmount/TotalTax01176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment02
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01176
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0178
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01430638
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01347250
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances034065
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01313185
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable020209
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn066352
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01327041
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01347250
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM GEBHARDT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SUSAN GEBHARDT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107123 W CALUMET ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117123 W CALUMET ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053223
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153223
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct078027
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets077439
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.058355
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045798
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.035991
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.039178
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.122059
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.048747
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01327041
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101259890
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201200288
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301010766
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401036837
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501198321
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0588
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions042500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1057700
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2043200
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3039600
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40126555
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5058414
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.291773
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions042500
IRS990PF/QualifyingDistributions/ExpensesAndContributions042500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions042500
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber01
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0NOT APPLICABLE
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WILLIAM GEBHARDT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04143557740
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine107123 W CALUMET ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053223
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount411500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount512000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOYS & GIRLS CLUB OF GREATER MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11JUNIOR ACHEIVEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MEQUONTHIENSVILLE SCHOOL DISTRICT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MILWAUKEE SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14UNITED PERFORMING ARTS FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15UNITED WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16ST MARY HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17FIRST STAGE THEATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18SERVICE CLUB OF MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2SCHOOL DISTRICT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101558 NORTH 6TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116924 N PORT WASHINGTON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine125000 WEST MEQUON ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131101 NORTH MARKET STREET SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14929 N WATER STREET 4
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15225 WEST VINE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162301 N LAKE DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17325 W WALNUT ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18706 N JEFFERSON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MEQUON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6MENOMONEE FALLS
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/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253092
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode5532123951
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode653211
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode753212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode853202
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear042500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear042500
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted065176
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4075403
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5094
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus022676
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY022676
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear052821
IRS990PF/UndistributedIncome/ExcessFromYear4052821
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions042500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus052821
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover075497
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount0290
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome0290
OtherExpensesSchedule/OtherExpenses/Description0MANAGEMENT FEES - BAIRD
OtherExpensesSchedule/OtherExpenses/Description1BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description2TAX PAYMENTS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome06745
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome18
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome21512
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06745
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks18
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21512
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391574609
ReturnHeader/Filer/Name/BusinessNameLine10GEBHARDT FOUNDATION INC
ReturnHeader/Filer/NameControl0GEBH
ReturnHeader/Filer/Phone04143557740
ReturnHeader/Filer/USAddress/AddressLine107123 W CALUMET ROAD
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053223
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-21
ReturnHeader/Officer/Name0WILLIAM GEBHARDT
ReturnHeader/Officer/Phone04143557740
ReturnHeader/Officer/Title0MANAGER
ReturnHeader/Preparer/DatePrepared02013-02-21
ReturnHeader/PreparerFirm/EIN0390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1010000 INNOVATION DR SUITE 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0532264837
ReturnHeader/Preparer/Name0RICHARD SPLETTER CPA
ReturnHeader/Preparer/Phone04144319300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-08T09:32:34-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.13$0.16$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.17$0.14$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.10$0.14$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.56$0.12$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.05$0.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.44$0.10$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.24$0.09$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.10$0.09$0.02
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.36$0.00$1.36$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.16$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.05$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07