Civic Intelligence

Tate Family Foundation Inc.

990PF • Fiscal year 2014 • EIN 39-1790720

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 18, 2015

Organization Profile
W326 N6611 Sylvian DriveHartland, WI 53029

(262) 966-9934

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

80th percentile

25%

Higher net margin than 80% 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

60th percentile

5.1%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$494,721

Up $24,177 (+5.1%) from 2013

Net Assets

$479,721

No earlier filing loaded for comparison.

Liabilities

Up

$15,000

Up $15,000 from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin80th percentile

Revenue

Down

$37,249

Down $5,407 (-13%) from 2013

Expenses

Up

$28,072

Up $5,674 (+25%) from 2013

Net Income

Down

$9,177

Down $11,081 (-55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $465,546Liabilities 2011: $02011Assets 2012: $450,286Liabilities 2012: $02012Assets 2013: $470,544Liabilities 2013: $02013Assets 2014: $494,721Liabilities 2014: $15,000Net Assets 2014: $479,7212014Assets 2015: $399,763Liabilities 2015: $25,750Net Assets 2015: $374,0132015Assets 2016: $390,528Liabilities 2016: $25,010Net Assets 2016: $365,5182016Assets 2017: $386,645Liabilities 2017: $25,010Net Assets 2017: $361,6352017Assets 2018: $372,256Liabilities 2018: $20,020Net Assets 2018: $352,2362018Assets 2019: $352,235Liabilities 2019: $20,020Net Assets 2019: $332,2152019Assets 2020: $253,117Liabilities 2020: $1Net Assets 2020: $253,1172020Assets 2021: $263,795Liabilities 2021: $55,040Net Assets 2021: $208,7552021Assets 2022: $716,957Liabilities 2022: $30,000Net Assets 2022: $686,9572022Assets 2023: $16,689,592Liabilities 2023: $34,376Net Assets 2023: $16,655,2162023Assets 2024: $16,082,462Liabilities 2024: $45,000Net Assets 2024: $16,037,4622024

Highlighted filing

2014

Assets$494,721
Liabilities$15,000
Net Assets$479,721
Open 2014 Filing

Operations Trend

Revenue Growth29th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $15,481Expenses 2011: $16,535Net Income 2011: -$1,0542011Revenue 2012: $1,133Expenses 2012: $16,393Net Income 2012: -$15,2602012Revenue 2013: $42,656Expenses 2013: $22,398Net Income 2013: $20,2582013Revenue 2014: $37,249Expenses 2014: $28,072Net Income 2014: $9,1772014Revenue 2015: -$75,950Expenses 2015: $29,758Net Income 2015: -$105,7082015Revenue 2016: $18,189Expenses 2016: $26,684Net Income 2016: -$8,4952016Revenue 2017: $22,404Expenses 2017: $26,287Net Income 2017: -$3,8832017Revenue 2018: $12,185Expenses 2018: $21,584Net Income 2018: -$9,3992018Revenue 2019: $10,334Expenses 2019: $30,355Net Income 2019: -$20,0212019Revenue 2020: $33,567Expenses 2020: $112,665Net Income 2020: -$79,0982020Revenue 2021: $12,779Expenses 2021: $57,141Net Income 2021: -$44,3622021Revenue 2022: $517,605Expenses 2022: $37,755Net Income 2022: $479,8502022Revenue 2023: $16,026,328Expenses 2023: $58,069Net Income 2023: $15,968,2592023Revenue 2024: $386,030Expenses 2024: $1,003,784Net Income 2024: -$617,7542024

Highlighted filing

2014

Revenue$37,249
Expenses$28,072
Net Income$9,177
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 18, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASANDRA TATE MAHONEYDirector-$0--
MARK MAHONEYDirector-$0--
JENIFER TATEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tate Family Foundation
EIN
39-1790720
Phone
2629669934
Address
W326 N6611 SYLVIAN DRIVE, HARTLAND, WI 53029

Signing Officer

Name
Casandra Tate Mahoney
Title
Director
Phone
2629669934
Signed
2015-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Emanuele and Haut Cpas Sc
Address
142 E CAPITOL DR SUITE 300, HARTLAND, WI 53029
Preparer
Kevin Haut CPA
Phone
2623671040
Raw XML Appendix399 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CASANDRA TATE MAHONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK MAHONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENIFER TATE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23252 N LAKE DRIVE
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CASANDRA TATE MAHONEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0W326 N6611 SYLVIAN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HARTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053029
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02629669934
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORMAT REQUIRED. BROCHURES STATING CHARITABLE PURPOSE ARE PREFERRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARK MAHONEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02629669934
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0W326 N6611 SYLVIAN DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HARTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053029
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHOOLS THAT CAN MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAKE A DIFFERENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST MARCUS LUTHERAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIRST STAGE THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0111 W PLEASANT ST SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1710 N PLANKINTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22215 N PALMER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3325 W WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353212
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt022452
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02558
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02558
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025010
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02558
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07953
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05395
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PARTNERSHIP EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0364
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0364
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1612
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt252
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3195
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1612
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt252
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1612
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt252
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3195
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DEPARTMENT OF FINANCIAL INSTITUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ASSET MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11175
TaxesSchedule/TaxesDetail/Amt0804
TaxesSchedule/TaxesDetail/Amt1219
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1219
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CASANDRA TATE MAHONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02629669934
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TATE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TATE
ReturnHeader/Filer/EIN0391790720
ReturnHeader/Filer/PhoneNum02629669934
ReturnHeader/Filer/USAddress/AddressLine1Txt0W326 N6611 SYLVIAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053029
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391740613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMANUELE AND HAUT CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0142 E CAPITOL DR SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053029
ReturnHeader/PreparerPersonGrp/PhoneNum02623671040
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN HAUT CPA
ReturnHeader/ReturnTs02015-06-24T14:55:23-05:00
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
$494,721
Liabilities
$15,000
Net assets
$479,721
Revenue
$37,249
Expenses
$28,072
Net income
$9,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.1$0.05$16.0$0.39$1.00$0.62
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.03$16.7$16.0$0.06$16.0
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.69$0.52$0.04$0.48
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.06$0.21$0.01$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.03$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$0.01$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.35$0.01$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.39$0.03$0.36$0.02$0.03$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.03$0.37$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.03$0.37$0.08$0.03$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.48$0.04$0.03$0.01
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.04$0.02$0.02
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.00$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.02$0.02$0.00