Civic Intelligence

David a and Agatha T Ulrich Foundation Inc.

990PF • Fiscal year 2014 • EIN 39-1688631

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

47th percentile

1.4%

Higher net margin than 47% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

89th percentile

64%

Faster asset growth than 89% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

2.4%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$766

Up $300 (+64%) from 2013

Net Assets

Up

$766

Up $300 (+64%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin47th percentile

Revenue

Up

$21,000

Up $500 (+2.4%) from 2013

Expenses

Up

$20,700

Up $480 (+2.4%) from 2013

Net Income

Up

$300

Up $20 (+7.1%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2014

Assets$766
Liabilities$1
Net Assets$766
Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

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

2014

Revenue$21,000
Expenses$20,700
Net Income$300
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPIUS XI HIGH SCHOOLEDUCATIONPUBLIC CHARITYMILWAUKEE, WI, US$20,700
Filing and Contact Details

Filer

Filer Name
David & Agatha Ulrich Foundation Inc
EIN
39-1688631
Phone
2624430973
Address
PO BOX 180437, DELAFIELD, WI 53018-0437

Signing Officer

Name
Kathleen Mcgarry
Title
Treasurer
Phone
2624430973
Signed
2015-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
Karelyn J Beck CPA
Phone
2627549400
Raw XML Appendix293 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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020700
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/AppliedToCurrentYearAmt023
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022122
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020942
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt083735
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022122
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020677
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104677
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt084000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AGATHA T ULRICH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0200 OCEAN TRAIL WAY UNIT PH-1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JUPITER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033477
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt021000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN MCGARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02624430973
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID & AGATHA ULRICH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0391688631
ReturnHeader/Filer/PhoneNum02624430973
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 180437
ReturnHeader/Filer/USAddress/CityNm0DELAFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530180437
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013400 BISHOPS LANE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053005
ReturnHeader/PreparerPersonGrp/PhoneNum02627549400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARELYN J BECK CPA
ReturnHeader/ReturnTs02015-05-13T15:52:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$766
Liabilities
$1
Net assets
$766
Revenue
$21,000
Expenses
$20,700
Net income
$300
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