Civic Intelligence

David a and Agatha T Ulrich Foundation Inc.

EIN 39-1688631 • Delafield, WI

Pub. 78 Eligible
PO Box 180437Delafield, WI 53018-0437
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-60%

Faster asset growth than 18% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$889

Down $1,340 (-60%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$889

Down $1,340 (-60%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1 (-100%) from 2023

Expenses

Down

$1,340

Down $390 (-23%) from 2023

Net Income

Up

-$1,340

Up $389 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$30K$20K$10K$0Assets 2011: $21,782Liabilities 2011: $0Net Assets 2011: $21,7822011Assets 2012: $186Liabilities 2012: $0Net Assets 2012: $1862012Assets 2013: $466Liabilities 2013: $1Net Assets 2013: $4662013Assets 2014: $766Liabilities 2014: $1Net Assets 2014: $7662014Assets 2015: $766Liabilities 2015: $1Net Assets 2015: $7662015Assets 2016: $446Liabilities 2016: $0Net Assets 2016: $4462016Assets 2019: $4,979Liabilities 2019: $02019Assets 2020: $4,969Liabilities 2020: $1Net Assets 2020: $4,9692020Assets 2021: $4,484Liabilities 2021: $1Net Assets 2021: $4,4842021Assets 2022: $3,959Liabilities 2022: $1Net Assets 2022: $3,9592022Assets 2023: $2,229Liabilities 2023: $1Net Assets 2023: $2,2292023Assets 2024: $889Liabilities 2024: $0Net Assets 2024: $8892024

Highlighted filing

2024

Assets$889
Liabilities$0
Net Assets$889
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$30K$20K$10K$0-$10KExpenses 2011: $1,0202011Expenses 2012: $21,6202012Revenue 2013: $20,500Expenses 2013: $20,220Net Income 2013: $2802013Revenue 2014: $21,000Expenses 2014: $20,700Net Income 2014: $3002014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $0Expenses 2016: $320Net Income 2016: -$3202016Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1Expenses 2020: $10Net Income 2020: -$92020Revenue 2021: $1Expenses 2021: $485Net Income 2021: -$4842021Revenue 2022: $1Expenses 2022: $525Net Income 2022: -$5242022Revenue 2023: $1Expenses 2023: $1,730Net Income 2023: -$1,7292023Revenue 2024: $0Expenses 2024: $1,340Net Income 2024: -$1,3402024

Highlighted filing

2024

Revenue$0
Expenses$1,340
Net Income-$1,340
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$889
Liabilities
$0
Net assets
$889
Revenue
$0
Expenses
$1,340
Net income
-$1,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.00$1.34$1.34
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.00$1.73$1.73
2022Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.00$0.53$0.52
2021Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.00$0.49$0.48
2020Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.00$0.01$0.01
2019Summary only. Only limited summary data is available for this year.$4.98$0.00$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.00$0.32$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$21.0$20.7$0.30
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$20.5$20.2$0.28
2012Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$21.6
2011Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A ULRICH JRVice Presidentdirectr-$0--
KATHLEEN L MCGARRYTreasurerdirector-$0--
THOMAS G ULRICHDirector-$0--
Filing and Contact Details

Filer

Filer Name
DAVID A and AGATHA T ULRICH FOUNDATION INC
EIN
39-1688631
In Care Of
% Kathleen L McGarry
Phone
2624430971
Address
PO BOX 180437, DELAFIELD, WI 53018-0437

Signing Officer

Name
Kathleen L Mcgarry
Title
TreasurerDirector
Phone
4143131590
Signed
2025-05-13
Raw XML Appendix230 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/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN L MCGARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TreasurerDirector
ReturnHeader/BusinessOfficerGrp/PhoneNum04143131590
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID A and AGATHA T ULRICH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0391688631
ReturnHeader/Filer/InCareOfNm0% Kathleen L McGarry
ReturnHeader/Filer/PhoneNum02624430971
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 180437
ReturnHeader/Filer/USAddress/CityNm0DELAFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530180437
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-13T14:53:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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