Civic Intelligence

The Kaztex Foundation Inc

990PF • Fiscal year 2012 • EIN 39-1774373

Jan 01, 2012 to Dec 31, 2012 • Filed on May 23, 2013

N28 W23000 Roundy Drive53072
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M 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

67th percentile

$5,375

Higher top officer pay than 67% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$7,272,125

Up $89,589 (+1.2%) from 2011

Net Assets

$7,272,125

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$379,946

Up $3,700 (+1.0%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2012

Assets$7,272,125
Liabilities$0
Net Assets$7,272,125

Operations Trend

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

2012

Revenue-
Expenses$379,946
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 23, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David J KasdorfDirectorPT$5,375-$5,375
Michael C KasdorfTreasurer/DirectorPT$5,375-$5,375
Kurt P KasdorfDirectorPT$4,875-$4,875
Jessica L StenzSecretary/DirectorPT$0--
Cheryl N KasdorfVP/DirectorPT$0--
John C KasdorfPres/DirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General Operations-Greater Milwaukee, WI, US$350,000
Filing and Contact Details

Filer

EIN
39-1774373
Raw XML Appendix318 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Kurt P Kasdorf
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1David J Kasdorf
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jessica L Stenz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Michael C Kasdorf
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Treasurer/Dir.
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IRS990PF/SupplementaryInformation/ContributingManager0John C Kasdorf
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IRS990ScheduleB/ContributorInfo/AggregateContributions014400
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11N28W23000 Roundy Dr Ste 203
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1231182 W Thompson Lane
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Brookfield
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1Pewaukee
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2Hartland
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode053045
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode153072
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode253029
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10Elmbrook Church
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine11Kaztex Enterprises Inc
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0John C Kasdorf
IRS990ScheduleB/ContributorInfo/ContributorNumber03
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber21
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/NoncashContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI11
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-18
IRS990ScheduleB/NoncashProperty/DateReceived12012-07-17
IRS990ScheduleB/NoncashProperty/FairMarketValue0200968
IRS990ScheduleB/NoncashProperty/FairMarketValue117776
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription03000 Shares XTXI4000 Shares WMB500 Shares AHGP
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription17040 Shares of KMWTS
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount058781
OtherDecreasesSchedule/OtherDecreases/Amount11
OtherDecreasesSchedule/OtherDecreases/Amount28734
OtherDecreasesSchedule/OtherDecreases/Description0Step-up on 2012 gifted and sold securities
OtherDecreasesSchedule/OtherDecreases/Description1Rounding
OtherDecreasesSchedule/OtherDecreases/Description2Realized Losses
OtherExpensesSchedule/OtherExpenses/Description0Event Expenses
OtherExpensesSchedule/OtherExpenses/Description1Annual Report Fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0764
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps110
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome036
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0800
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05234
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Broker Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05234
TaxesSchedule/Taxes/Amount04328
TaxesSchedule/Taxes/Amount13500
TaxesSchedule/Taxes/Amount2299
TaxesSchedule/Taxes/Category0Foreign Taxes
TaxesSchedule/Taxes/Category12012 Est. Taxes
TaxesSchedule/Taxes/Category22011 Taxes
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0391774373
ReturnHeader/Filer/Name/BusinessNameLine10The Kaztex Foundation Inc
ReturnHeader/Filer/NameControl0KAZT
ReturnHeader/Filer/Phone02625229876
ReturnHeader/Filer/USAddress/AddressLine10N28 W23000 Roundy Drive
ReturnHeader/Filer/USAddress/City0Pewaukee
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053072
ReturnHeader/Officer/DateSigned02013-05-23
ReturnHeader/Officer/Name0John C Kasdorf
ReturnHeader/Officer/Title0President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-23T08:24:42-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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