Civic Intelligence

David a and Agatha T Ulrich Foundation Inc.

990PF • Fiscal year 2012 • EIN 39-1688631

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

Organization Profile
PO Box 18043753018-0437
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

2nd percentile

-99%

Faster asset growth than 2% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$186

Down $21,596 (-99%) from 2011

Net Assets

Down

$186

Down $21,596 (-99%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$21,620

Up $20,600 (+2020%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$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

2012

Assets$186
Liabilities$0
Net Assets$186
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$21,620
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AGATHA T ULRICHPresident/Director-$0--
DAVID ULRICH JRVice President/Director-$0--
KATHLEEN MCGARRYTreasurer/Director-$0--
THOMAS ULRICHDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPIUS XI HIGH SCHOOLEDUCATIONPUBLIC CHARITYMILWAUKEE, WI, US$19,000
Paid GrantST CHARLES BORROMEO PARISHRELIGIONPUBLIC CHARITYMILWAUKEE, WI, US$1,500
Paid GrantSCHOOL SISTERS OF ST FRANCISEDUCATIONPUBLIC CHARITYMILWAUKEE, WI, US$100
Filing and Contact Details

Filer

EIN
39-1688631
Raw XML Appendix310 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
GeneralExplanationAttachment/GeneralExplanation/Explanation0DURING THE CURRENT YEAR THE FOUNDATION MADE DISTRIBUTIONS THAT MEET THE DEFINITION OF A SUBSTANTIAL CONTRACTION OF ASSETS. THESE DISTRIBUTIONS DO NOT CONSTITUTE A FINAL DISTRIBUTION, TERMINATION, OR LIQUIDATION OF THE FOUNDATIONS ASSETS, AS THE FOUNDATION'S INTENT IS TO CONTINUE TO RECEIVE ADDITIONAL FUNDING FROM ITS DONORS GOING FORWARD. THE RECIPIENTS OF THE DISTRIBUTIONS WERE ALL 501(C)(3) CHARITIES THAT HAVE BEEN IN EXISTENCE FOR MORE THAN FIVE YEARS. ALL DISTRIBUTIONS WERE MADE FOR EITHER RELIGIOUS OR EDUCATIONAL PURPOSES.
GeneralExplanationAttachment/GeneralExplanation/Identifier0STATEMENT CONCERNING SUBSTANTIAL CONTRACTION OF ASSETS
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990PF, PART VII-A, LINE 5
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0AGATHA T ULRICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAVID ULRICH JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2KATHLEEN MCGARRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3THOMAS ULRICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT/DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER/DIRECTOR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11PIUS XI HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SCHOOL SISTERS OF ST FRANCIS
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0895
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2022122
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3020942
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4014864
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5014925
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5014925
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear078653
IRS990PF/UndistributedIncome/ExcessFromCurrentYear020725
IRS990PF/UndistributedIncome/ExcessFromYear2022122
IRS990PF/UndistributedIncome/ExcessFromYear3020942
IRS990PF/UndistributedIncome/ExcessFromYear4014864
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions021620
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus020725
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus093578
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover072853
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0391688631
ReturnHeader/Filer/Name/BusinessNameLine10DAVID & AGATHA ULRICH FOUNDATION INC
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone02624430973
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 180437
ReturnHeader/Filer/USAddress/City0DELAFIELD
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0530180437
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-25
ReturnHeader/Officer/Name0KATHLEEN MCGARRY
ReturnHeader/Officer/Phone02624430973
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-04-25
ReturnHeader/PreparerFirm/EIN0391214345
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KOLBCO SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1013400 BISHOPS LANE SUITE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BROOKFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053005
ReturnHeader/Preparer/Name0KARELYN J BECK CPA
ReturnHeader/Preparer/Phone02627549400
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T15:57:12-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186
Liabilities
$0
Net assets
$186
Revenue
-
Expenses
$21,620
Net income
-
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