Civic Intelligence

Klopcic Family Foundation Tr

990PF • Fiscal year 2016 • EIN 39-1691950

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 03, 2017

Organization Profile
1131 Janesville AvenueFort Atkinson, WI 53538

(920) 563-8089

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2413%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

5th percentile

-68%

Faster asset growth than 5% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-65%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$110,797

Down $235,493 (-68%) from 2015

Net Assets

Down

$110,797

Down $235,493 (-68%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$9,760

Down $18,298 (-65%) from 2015

Expenses

Up

$245,253

Up $146,909 (+149%) from 2015

Net Income

Down

-$235,493

Down $165,207 (-235%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$800K$600K$400K$200K$0Assets 2011: $741,675Liabilities 2011: $02011Assets 2012: $535,108Liabilities 2012: $0Net Assets 2012: $535,1082012Assets 2013: $530,563Liabilities 2013: $1Net Assets 2013: $530,5632013Assets 2014: $416,576Liabilities 2014: $1Net Assets 2014: $416,5762014Assets 2015: $346,290Liabilities 2015: $1Net Assets 2015: $346,2902015Assets 2016: $110,797Liabilities 2016: $0Net Assets 2016: $110,7972016Assets 2017: $70,684Liabilities 2017: $0Net Assets 2017: $70,6842017Assets 2018: $7,898Liabilities 2018: $0Net Assets 2018: $7,8982018Assets 2019: $360,270Liabilities 2019: $1Net Assets 2019: $360,2702019Assets 2020: $305,836Liabilities 2020: $1Net Assets 2020: $305,8362020Assets 2021: $302,073Liabilities 2021: $1Net Assets 2021: $302,0732021Assets 2022: $228,515Liabilities 2022: $1Net Assets 2022: $228,5152022Assets 2023: $202,088Liabilities 2023: $1Net Assets 2023: $202,0882023Assets 2024: $82,694Liabilities 2024: $0Net Assets 2024: $82,6942024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2016

Assets$110,797
Liabilities$0
Net Assets$110,797
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $37,859Expenses 2011: $77,377Net Income 2011: -$39,5182011Expenses 2012: $279,1572012Revenue 2013: $41,714Expenses 2013: $46,259Net Income 2013: -$4,5452013Revenue 2014: $32,559Expenses 2014: $146,546Net Income 2014: -$113,9872014Revenue 2015: $28,058Expenses 2015: $98,344Net Income 2015: -$70,2862015Revenue 2016: $9,760Expenses 2016: $245,253Net Income 2016: -$235,4932016Revenue 2017: $1,391Expenses 2017: $41,504Net Income 2017: -$40,1132017Revenue 2018: $739Expenses 2018: $63,525Net Income 2018: -$62,7862018Revenue 2019: $358,954Expenses 2019: $6,582Net Income 2019: $352,3722019Revenue 2020: -$11,962Expenses 2020: $42,472Net Income 2020: -$54,4342020Revenue 2021: $21,688Expenses 2021: $25,451Net Income 2021: -$3,7632021Revenue 2022: $22,503Expenses 2022: $96,061Net Income 2022: -$73,5582022Revenue 2023: $62,566Expenses 2023: $88,993Net Income 2023: -$26,4272023Revenue 2024: $20,405Expenses 2024: $139,799Net Income 2024: -$119,3942024Revenue 2025: $13,320Expenses 2025: $96,082Net Income 2025: -$82,7622025

Highlighted filing

2016

Revenue$9,760
Expenses$245,253
Net Income-$235,493
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 3, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD S KLOPCICTrustee-$0--
BETTY J KLOPCICTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Klopcic Family Foundation
EIN
39-1691950
Address
1131 JANESVILLE AVENUE, FORT ATKINSON, WI 53538

Signing Officer

Name
Richard S Klopcic
Title
Trustee
Phone
9205684091
Signed
2017-01-03
Discuss with paid preparer
Yes

Preparer

Firm
Business & Tax Systems LLC
Address
37 MILWAUKEE AVENUE EAST, FORT ATKINSON, WI 53538
Preparer
Eric Frey CPA
Phone
9205638089
Raw XML Appendix323 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/AccountingFeesDetail/NetInvestmentIncomeAmt01375
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt085387
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-235493
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0520300
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03871
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0312173
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS HZ 26857 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS HZ 26857 LONG TERM
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-235493
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011800
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011875
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/DistributableAmountGrp/TotalTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0279
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0279
IRS990PF/FMVAssetsEOYAmt099124
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03799
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0342491
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0346290
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0217319
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03617
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011875
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0237491
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD S KLOPCIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETTY J KLOPCIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11131 JANESVILLE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT ATKINSON
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD S KLOPCIC
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1BETTY J KLOPCIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1214500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31800
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt072452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0117675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0234651
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030735
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0666588
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt072452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0117675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0234651
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0242988
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0231188
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEETINGS AND TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16413
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0890
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0890
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16413
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD S KLOPCIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09205684091
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KLOPCIC FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KLOP
ReturnHeader/Filer/EIN0391691950
ReturnHeader/Filer/USAddress/AddressLine1Txt01131 JANESVILLE AVENUE
ReturnHeader/Filer/USAddress/CityNm0FORT ATKINSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053538
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201559655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSINESS & TAX SYSTEMS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 MILWAUKEE AVENUE EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT ATKINSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053538
ReturnHeader/PreparerPersonGrp/PhoneNum09205638089
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric Frey CPA
ReturnHeader/ReturnTs02017-01-07T13:09:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,797
Liabilities
$0
Net assets
$110,797
Revenue
$9,760
Expenses
$245,253
Net income
-$235,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$0.96$0.83
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.20$1.40$1.19
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.63$0.89$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.23$0.96$0.74
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.22$0.25$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.12$0.42$0.54
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$3.59$0.07$3.52
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.64$0.63
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.01$0.42$0.40
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.10$2.45$2.35
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.28$0.98$0.70
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.33$1.47$1.14
2013Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.42$0.46$0.05
2012Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$2.79
2011Summary only. Only limited summary data is available for this year.$7.42$0.00$0.38$0.77$0.40