Civic Intelligence

The Stone Foundation Inc

EIN 39-1597843 • Fond Du Lac, WI

130 S Main StreetFond Du Lac, WI 54935
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-284%

Higher net margin than 2% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

11th percentile

-8.5%

Faster asset growth than 11% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$20,279,100

Down $1,876,330 (-8.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$20,279,100

Down $1,876,330 (-8.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin2nd percentile

Revenue

Down

$660,705

Down $7,054,251 (-91%) from 2023

Expenses

Down

$2,537,035

Down $197,242 (-7.2%) from 2023

Net Income

Down

-$1,876,330

Down $6,857,009 (-138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $21,679,943Liabilities 2010: $0Net Assets 2010: $21,679,9432010Assets 2011: $21,156,083Liabilities 2011: $12011Assets 2012: $20,985,729Liabilities 2012: $0Net Assets 2012: $20,985,7292012Assets 2013: $21,125,017Liabilities 2013: $1Net Assets 2013: $21,125,0172013Assets 2014: $20,140,748Liabilities 2014: $1Net Assets 2014: $20,140,7482014Assets 2015: $27,751,732Liabilities 2015: $1Net Assets 2015: $27,751,7322015Assets 2017: $32,282,024Liabilities 2017: $0Net Assets 2017: $32,282,0242017Assets 2018: $13,673,780Liabilities 2018: $0Net Assets 2018: $13,673,7802018Assets 2019: $13,981,731Liabilities 2019: $1Net Assets 2019: $13,981,7312019Assets 2020: $16,603,500Liabilities 2020: $1Net Assets 2020: $16,603,5002020Assets 2021: $18,468,782Liabilities 2021: $1Net Assets 2021: $18,468,7822021Assets 2022: $17,174,751Liabilities 2022: $1Net Assets 2022: $17,174,7512022Assets 2023: $22,155,430Liabilities 2023: $1Net Assets 2023: $22,155,4302023Assets 2024: $20,279,100Liabilities 2024: $0Net Assets 2024: $20,279,1002024

Highlighted filing

2024

Assets$20,279,100
Liabilities$0
Net Assets$20,279,100
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,180,9612010Revenue 2011: $751,022Expenses 2011: $1,465,036Net Income 2011: -$714,0142011Expenses 2012: $1,632,0192012Revenue 2013: $1,217,310Expenses 2013: $1,992,759Net Income 2013: -$775,4492013Revenue 2014: $1,705,775Expenses 2014: $1,873,989Net Income 2014: -$168,2142014Revenue 2015: $10,046,380Expenses 2015: $2,435,396Net Income 2015: $7,610,9842015Revenue 2017: $8,221,995Expenses 2017: $2,553,856Net Income 2017: $5,668,1392017Revenue 2018: $1,945,136Expenses 2018: $1,351,345Net Income 2018: $593,7912018Revenue 2019: $1,814,892Expenses 2019: $1,506,941Net Income 2019: $307,9512019Revenue 2020: $4,111,087Expenses 2020: $1,489,318Net Income 2020: $2,621,7692020Revenue 2021: $3,860,326Expenses 2021: $1,995,044Net Income 2021: $1,865,2822021Revenue 2022: $1,471,368Expenses 2022: $2,765,399Net Income 2022: -$1,294,0312022Revenue 2023: $7,714,956Expenses 2023: $2,734,277Net Income 2023: $4,980,6792023Revenue 2024: $660,705Expenses 2024: $2,537,035Net Income 2024: -$1,876,3302024

Highlighted filing

2024

Revenue$660,705
Expenses$2,537,035
Net Income-$1,876,330
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,279,100
Liabilities
$0
Net assets
$20,279,100
Revenue
$660,705
Expenses
$2,537,035
Net income
-$1,876,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$0.66$2.54$1.88
2023Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$7.71$2.73$4.98
2022Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$1.47$2.77$1.29
2021Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$3.86$2.00$1.87
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$4.11$1.49$2.62
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.81$1.51$0.31
2018Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.95$1.35$0.59
2017Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$8.22$2.55$5.67
2015Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$10.0$2.44$7.61
2014Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.71$1.87$0.17
2013Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$1.22$1.99$0.78
2012Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$1.63
2011Summary only. Only limited summary data is available for this year.$21.2$0.00$0.75$1.47$0.71
2010Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$1.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER STONEDirector, Pr-$0--
BARBARA S STONEDirector-$0--
S ADAM STONEDirector, Tr-$0--
ERIC P STONEDirector, VI-$0--
JAMES R CHATTERTONDirector-$0--
ISAAC MUELLERDirector, Se-$0--
NICOLE WIESEDirector-$0--
Filing and Contact Details

Filer

Filer Name
National Exch Bank Foundation Inc
EIN
39-1597843
Phone
9209217700
Address
130 S MAIN STREET, FOND DU LAC, WI 54935

Signing Officer

Name
Isaac Mueller
Title
Director, Secretary
Phone
9209078620
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Erickson & Associates Sc
Address
255 S MAIN ST, FOND DU LAC, WI 54935
Preparer
Lee Stumpf
Phone
9209214189
Raw XML Appendix287 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR, VI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ISAAC MUELLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01201 CARRIAGE CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FOND DU LAC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054935
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09209217700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ORGANIZATION REQUESTING DONATION 501(C)(3) STATUS, EIN NUMBER ADDRESS PHONE, EMAIL SOLICITOR'S NAME PHONE, EMAIL DATE BY WHICH CONTRIBUTION IS NEEDED NATURE OF ORGANIZATION PURPOSE FOR CONTRIBUTION AMOUNT REQUESTED SIGNATURE, DATE, POSITION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ERIC STONE OR JED KELLER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09209217700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 988
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FOND DU LAC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0549360988
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AS DETERMINED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0ANYTIME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02477570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054935
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02477570
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/AppliedToCurrentYearAmt06929
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02470641
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02830114
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02477570
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02823185
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02470641
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY-APEX
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MORGAN STANLEY-CORNERSTONE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0639
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt120
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0639
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY - INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MORGAN STANLEY -INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt139
TaxesSchedule/TaxesDetail/Amt052000
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF EXCISE TAX PAID-2024 ESTI
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052000
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ISAAC MUELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09209078620
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATIONAL EXCH BANK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0391597843
ReturnHeader/Filer/PhoneNum09209217700
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 S MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054935
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054935
ReturnHeader/PreparerPersonGrp/PhoneNum09209214189
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02025-11-14T11:59:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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