Civic Intelligence

David a and Agatha T Ulrich Foundation Inc.

990PF • Fiscal year 2013 • EIN 39-1688631

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

Organization Profile
PO Box 180437Delafield, WI 53018-0437

(262) 443-0973

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

47th percentile

1.4%

Higher net margin than 47% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

95th percentile

151%

Faster asset growth than 95% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$466

Up $280 (+151%) from 2012

Net Assets

Up

$466

Up $280 (+151%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin47th percentile

Revenue

$20,500

No earlier filing loaded for comparison.

Expenses

Down

$20,220

Down $1,400 (-6.5%) from 2012

Net Income

$280

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2013

Assets$466
Liabilities$1
Net Assets$466
Open 2013 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

2013

Revenue$20,500
Expenses$20,220
Net Income$280
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

EIN
39-1688631
Phone
2624430973

Signing Officer

Name
Kathleen Mcgarry
Title
Treasurer
Phone
2624430973
Signed
2014-05-01
Discuss with paid preparer
Yes

Preparer

Preparer
Karelyn J Beck CPA
Phone
2627549400
Raw XML Appendix308 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0STATEMENT CONCERNING SUBSTANTIAL CONTRACTION OF ASSETS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING 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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0532133560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode153132
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014864
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014864
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022122
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020942
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020220
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020211
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt098864
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt078653
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AGATHA T ULRICH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10200 OCEAN TRAIL WAY UNIT PH-1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0JUPITER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode033477
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN MCGARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02624430973
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAVID & AGATHA ULRICH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0391688631
ReturnHeader/Filer/PhoneNum02624430973
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 180437
ReturnHeader/Filer/USAddress/City0DELAFIELD
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0530180437
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1013400 BISHOPS LANE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053005
ReturnHeader/PreparerPersonGrp/PhoneNum02627549400
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARELYN J BECK CPA
ReturnHeader/ReturnTs02014-05-14T15:01:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$466
Liabilities
$1
Net assets
$466
Revenue
$20,500
Expenses
$20,220
Net income
$280
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