Civic Intelligence

Oscar C & Augusta Schlegel Foundation

990PF • Fiscal year 2020 • EIN 39-1586544

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 20, 2020

Organization Profile
Bmo Harris Bank Na 115 S 84 StMilwaukee, WI 53214

(414) 875-3234

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$36,702

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.1%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$8,045,310

Down $86,746 (-1.1%) from 2019

Net Assets

Down

$8,045,310

Down $86,746 (-1.1%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin20th percentile

Revenue

Down

$388,215

Down $804,236 (-67%) from 2019

Expenses

Up

$467,519

Up $325 (+0.1%) from 2019

Net Income

Down

-$79,304

Down $804,561 (-111%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$10M$5.0M$0Assets 2010: $5,210,827Liabilities 2010: $0Net Assets 2010: $5,210,8272010Assets 2011: $5,329,560Liabilities 2011: $0Net Assets 2011: $5,329,5602011Assets 2012: $5,286,161Liabilities 2012: $0Net Assets 2012: $5,286,1612012Assets 2013: $5,409,991Liabilities 2013: $1Net Assets 2013: $5,409,9912013Assets 2014: $5,852,955Liabilities 2014: $1Net Assets 2014: $5,852,9552014Assets 2015: $6,269,445Liabilities 2015: $1Net Assets 2015: $6,269,4452015Assets 2016: $6,569,126Liabilities 2016: $1Net Assets 2016: $6,569,1262016Assets 2017: $7,254,893Liabilities 2017: $0Net Assets 2017: $7,254,8932017Assets 2018: $7,407,030Liabilities 2018: $0Net Assets 2018: $7,407,0302018Assets 2019: $8,132,056Liabilities 2019: $0Net Assets 2019: $8,132,0562019Assets 2020: $8,045,310Liabilities 2020: $1Net Assets 2020: $8,045,3102020Assets 2021: $7,989,824Liabilities 2021: $1Net Assets 2021: $7,989,8242021Assets 2022: $8,236,466Liabilities 2022: $1Net Assets 2022: $8,236,4662022Assets 2023: $7,979,446Liabilities 2023: $1Net Assets 2023: $7,979,4462023Assets 2024: $7,657,017Liabilities 2024: $1Net Assets 2024: $7,657,0172024Assets 2025: $7,630,521Liabilities 2025: $0Net Assets 2025: $7,630,5212025

Highlighted filing

2020

Assets$8,045,310
Liabilities$1
Net Assets$8,045,310
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $376,7422010Expenses 2011: $368,7352011Expenses 2012: $388,3092012Revenue 2013: $513,713Expenses 2013: $386,154Net Income 2013: $127,5592013Revenue 2014: $843,294Expenses 2014: $400,171Net Income 2014: $443,1232014Revenue 2015: $856,793Expenses 2015: $434,137Net Income 2015: $422,6562015Revenue 2016: $752,042Expenses 2016: $448,760Net Income 2016: $303,2822016Revenue 2017: $1,110,751Expenses 2017: $427,172Net Income 2017: $683,5792017Revenue 2018: $590,736Expenses 2018: $438,330Net Income 2018: $152,4062018Revenue 2019: $1,192,451Expenses 2019: $467,194Net Income 2019: $725,2572019Revenue 2020: $388,215Expenses 2020: $467,519Net Income 2020: -$79,3042020Revenue 2021: $410,540Expenses 2021: $470,657Net Income 2021: -$60,1172021Revenue 2022: $753,863Expenses 2022: $507,916Net Income 2022: $245,9472022Revenue 2023: $305,529Expenses 2023: $562,648Net Income 2023: -$257,1192023Revenue 2024: $275,647Expenses 2024: $597,380Net Income 2024: -$321,7332024Revenue 2025: $451,975Expenses 2025: $485,635Net Income 2025: -$33,6602025

Highlighted filing

2020

Revenue$388,215
Expenses$467,519
Net Income-$79,304
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 20, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$36,702-$36,702
W DIRK HAUSMANN HAUSMANN LAW LLCChairman-$0--
MARILYN L HOLMQUISTVice Chairman-$0--
-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Oscar & Augusta Schlegel Fdn
EIN
39-1586544
Phone
4148753234
Address
BMO HARRIS BANK NA 115 S 84 ST, MILWAUKEE, WI 53214

Signing Officer

Name
W Dirk Hausmann
Title
Chairman
Phone
4148753234
Signed
2020-07-20
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214-1474
Preparer
Beth Schroeder EA
Phone
4148753234
Raw XML AppendixShowing 400 of 640 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02019-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short Term Sales Schedule Attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long Term Sales Schedule Attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long Term Capital Gain Dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0577688
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11158920
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0613137
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11231508
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt257262
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt035449
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt172588
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt257262
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0222916
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0165299
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0388215
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0388215
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt035449
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0165299
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt036702
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036702
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0413250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0413250
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0222916
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0222916
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-79304
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01901907
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0165299
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0347568
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt035449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03945
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt035449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0414834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt040647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0467519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0388215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0388215
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01584
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt040647
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0577688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11158920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt257262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt172588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt257262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0613137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11231508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short Term Sales Schedule Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long Term Sales Schedule Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0165299
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt035449
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-79304
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07443
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08052753
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08132056
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08045310
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0427379
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0427379
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0427379
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0430855
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03476
IRS990PF/DistributableAmountGrp/TotalTaxAmt03476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-11600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt04648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RulingLetterDt01987-09-30
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011600
IRS990PF/FMVAssetsEOYAmt07674818
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08132056
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08045310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02578974
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02218444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02257287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05251081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05584888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05176553
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010465
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt06274
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt06274
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0291536
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0235704
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0234704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08132056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08045310
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07674818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08132056
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08045310
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08132056
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08045310
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08748333
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08748333
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0131225
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0430855
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08617108
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08748333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1KIM PALLEON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0W DIRK HAUSMANN HAUSMANN LAW LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYN L HOLMQUIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16485 CONGRESS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2811 SPRING DR
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BMO HARRIS BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0111 E KILBOURN AVE SUITE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt272000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt295000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24CIVIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29HUMAN SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30CIVIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUBS OF WEST BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WEST BEND COMM & ALUMNI SCHOL INC(COLUMNS)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BAY LAKES COUNCIL- BOY SCOUTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BIG BROTHERSBIG SISTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CEDAR COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CITIZENS ADVOCACY of Washington Cnty
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Full Shelf Food Pantry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FAMILY CTR OF WASHINGTON CTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FRIENDS OF ABUSED FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9DR JAMES ALBRECHT FREE CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Museum of Wisconsin Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11WASHINGTON COUNTY HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12KETTLE MORAINE YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13KEYS(KEWASKUM YOUTH SCHOL INC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14LAKELAND COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15ELEVATE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16RIVEREDGE NATURE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18THE THRESHOLD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19UNITED WAY OF WASHINGTON CTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20UPAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21VOLUNTEER CENTER OF WASHINGTON CTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22WASHINGTON COUNTY CAMPUS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23GIRL SCOUTS OF WI SOUTHEAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24FAMILY PROMISE OF WASHINGTON CNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25WASHINGTON COUNTY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26ROOTS & BRANCHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27HISTORIC WEST BEND THEATRE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28INDEPENDANCEFIRST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29KEWASKUM REMEMBERS 911 INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9N/A

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,045,310
Liabilities
$1
Net assets
$8,045,310
Revenue
$388,215
Expenses
$467,519
Net income
-$79,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.45$0.49$0.03
2024Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.28$0.60$0.32
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.31$0.56$0.26
2022Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.75$0.51$0.25
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.41$0.47$0.06
2020Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.39$0.47$0.08
2019Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$1.19$0.47$0.73
2018Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.59$0.44$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$1.11$0.43$0.68
2016Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.75$0.45$0.30
2015Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.86$0.43$0.42
2014Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.84$0.40$0.44
2013Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.51$0.39$0.13
2012Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.39
2011Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.37
2010Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.38