Civic Intelligence

The Kaztex Foundation Inc

990PF • Fiscal year 2013 • EIN 39-1774373

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization Profile
N28 W23000 Roundy DrivePewaukee, WI 53072

(262) 522-9876

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$7,321,637

Up $49,512 (+0.7%) from 2012

Net Assets

Up

$7,321,637

Up $49,512 (+0.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin66th percentile

Revenue

$490,881

No earlier filing loaded for comparison.

Expenses

Up

$427,395

Up $47,449 (+12%) from 2012

Net Income

$63,486

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $7,182,536Liabilities 2011: $02011Assets 2012: $7,272,125Liabilities 2012: $0Net Assets 2012: $7,272,1252012Assets 2013: $7,321,637Liabilities 2013: $0Net Assets 2013: $7,321,6372013Assets 2014: $8,490,824Liabilities 2014: $0Net Assets 2014: $8,490,8242014Assets 2015: $8,427,808Liabilities 2015: $0Net Assets 2015: $8,427,8082015Assets 2016: $8,866,092Liabilities 2016: $0Net Assets 2016: $8,866,0922016Assets 2017: $9,082,485Liabilities 2017: $0Net Assets 2017: $9,082,4852017Assets 2018: $9,250,460Liabilities 2018: $0Net Assets 2018: $9,250,4602018Assets 2019: $9,501,270Liabilities 2019: $0Net Assets 2019: $9,501,2702019Assets 2020: $10,215,849Liabilities 2020: $0Net Assets 2020: $10,215,8492020Assets 2021: $11,246,834Liabilities 2021: $1Net Assets 2021: $11,246,8332021Assets 2022: $11,484,893Liabilities 2022: $1Net Assets 2022: $11,484,8922022Assets 2023: $13,658,550Liabilities 2023: $50,576Net Assets 2023: $13,607,9742023Assets 2024: $15,420,455Liabilities 2024: $0Net Assets 2024: $15,420,4552024

Highlighted filing

2013

Assets$7,321,637
Liabilities$0
Net Assets$7,321,637
Open 2013 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0Revenue 2011: $390,963Expenses 2011: $376,246Net Income 2011: $14,7172011Expenses 2012: $379,9462012Revenue 2013: $490,881Expenses 2013: $427,395Net Income 2013: $63,4862013Revenue 2014: $1,786,298Expenses 2014: $520,610Net Income 2014: $1,265,6882014Revenue 2015: $674,270Expenses 2015: $554,891Net Income 2015: $119,3792015Revenue 2016: $959,709Expenses 2016: $527,435Net Income 2016: $432,2742016Revenue 2017: $830,299Expenses 2017: $608,673Net Income 2017: $221,6262017Revenue 2018: $993,781Expenses 2018: $700,391Net Income 2018: $293,3902018Revenue 2019: $968,821Expenses 2019: $711,280Net Income 2019: $257,5412019Revenue 2020: $2,674,615Expenses 2020: $951,424Net Income 2020: $1,723,1912020Revenue 2021: $2,653,231Expenses 2021: $933,594Net Income 2021: $1,719,6372021Revenue 2022: $1,482,042Expenses 2022: $1,017,958Net Income 2022: $464,0842022Revenue 2023: $5,168,838Expenses 2023: $1,063,913Net Income 2023: $4,104,9252023Revenue 2024: $3,705,528Expenses 2024: $1,134,437Net Income 2024: $2,571,0912024

Highlighted filing

2013

Revenue$490,881
Expenses$427,395
Net Income$63,486
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John C KasdorfPres/DirectorPT$0--
Cheryl N KasdorfDirectorPT$0--
Michael C KasdorfTreasurerPT$0--
Jessica L StenzSecretary/DirectorPT$0--
Michael D MurphyVice PresidentFT$0--
Filing and Contact Details

Filer

EIN
39-1774373
Phone
2625229876

Signing Officer

Name
John C Kasdorf
Title
President
Signed
2014-05-15
Raw XML Appendix319 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0See Attached
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0192135
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt033562
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0649
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Passthru K1 LLC Unit Inc.
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01526
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0192784
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt035088
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0227880
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt033562
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0405529
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0405529
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0263001
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0192135
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0192135
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt063486
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02220611
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0649
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0649
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033562
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0223352
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0899
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0496
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01534
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt015021
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017557
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01488
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0421449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04520
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0427395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0227872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0490881
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04520
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt033562
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013977
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07335614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07272125
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07321637
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0443840
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0443840
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0443840
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0446074
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02234
IRS990PF/DistributableAmountGrp/TotalTaxAmt02234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0230
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0230
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02234
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02464
IRS990PF/FMVAssetsEOYAmt010027469
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09057334
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02152131
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06905203
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0135860
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0446074
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08921474
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09057334
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0John C Kasdorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cheryl N Kasdorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Michael C Kasdorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Jessica L Stenz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Michael D Murphy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary/Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10N28 W23000 Roundy Dr Ste 203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11Same as above
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12Same as above
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13Same as above
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14Same as above
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Pewaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Pewaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Pewaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Pewaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4Pewaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode053072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode153072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode253072
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode453072
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04649
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04513
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07144861
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05472405
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.23243
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0419215
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10N28W23000 Roundy Dr Ste 203
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Pewaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053072
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10John C Kasdorf
IRS990PF/StatementsRegardingActyGrp/PhoneNum02625229876
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0John C Kasdorf
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0405529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached PDF Statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Greater Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0405529
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155792
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0265657
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0443840
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0421449
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0288048
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0265657
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10Elmbrook Church
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0John C Kasdorf
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1031182 W Thompson Lane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine11777 S Barker Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Hartland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City1Brookfield
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode053029
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode153045
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017795
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt114400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt017795
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc07800 Shares of XTXI14000 Shares of FNMAS455 Shares of STRZA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-06-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount02941
OtherDecreasesSchedule/OtherDecreasesDetail/Amount1442
OtherDecreasesSchedule/OtherDecreasesDetail/Amount21534
OtherDecreasesSchedule/OtherDecreasesDetail/Amount39060
OtherDecreasesSchedule/OtherDecreasesDetail/Description0K1 Cap Gain
OtherDecreasesSchedule/OtherDecreasesDetail/Description1K1 Dividends
OtherDecreasesSchedule/OtherDecreasesDetail/Description2K1 Pass-thru Income
OtherDecreasesSchedule/OtherDecreasesDetail/Description3Security Cost Basis Adjustments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Annual Report Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Event Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1893
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11385
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Passthru K1 LLC Unit Inc.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01526
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01534
OtherIncreasesSchedule/OtherIncreasesDetail/Amount03
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Rounding
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt115021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Broker Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1KFI Service Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt115021
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01426
TaxesSchedule/TaxesDetail/Amt11488
TaxesSchedule/TaxesDetail/CategoryTxt02013 Est. Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01488
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John C Kasdorf
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Kaztex Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0KAZT
ReturnHeader/Filer/EIN0391774373
ReturnHeader/Filer/PhoneNum02625229876
ReturnHeader/Filer/USAddress/AddressLine10N28 W23000 Roundy Drive
ReturnHeader/Filer/USAddress/City0Pewaukee
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053072
ReturnHeader/ReturnTs02014-05-15T13:17:36-07:00
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
$7,321,637
Liabilities
$0
Net assets
$7,321,637
Revenue
$490,881
Expenses
$427,395
Net income
$63,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$3.71$1.13$2.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.05$13.6$5.17$1.06$4.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.00$11.5$1.48$1.02$0.46
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.65$0.93$1.72
2020Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$2.67$0.95$1.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.50$0.00$9.50$0.97$0.71$0.26
2018Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.99$0.70$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.08$0.00$9.08$0.83$0.61$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$0.96$0.53$0.43
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.43$0.00$8.43$0.67$0.55$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.49$0.00$8.49$1.79$0.52$1.27
2013Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.49$0.43$0.06
2012Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.38
2011Summary only. Only limited summary data is available for this year.$7.18$0.00$0.39$0.38$0.01