Civic Intelligence

Steven Sampson Charitable Fund Inc.

990PF • Fiscal year 2021 • EIN 39-1796526

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
6938A N Santa Monica BlvdFox Point, WI 53217

(414) 351-4500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-193%

Higher net margin than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-6.0%

Faster asset growth than 29% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$285,885

Down $18,245 (-6.0%) from 2020

Net Assets

Down

$285,885

Down $18,245 (-6.0%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin6th percentile

Revenue

Up

$9,465

Up $140,216 (+107%) from 2020

Expenses

Down

$27,710

Down $898 (-3.1%) from 2020

Net Income

Up

-$18,245

Up $141,114 (+89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.0M$500K$0Assets 2010: $871,404Liabilities 2010: $0Net Assets 2010: $871,4042010Assets 2011: $664,685Liabilities 2011: $0Net Assets 2011: $664,6852011Assets 2012: $506,921Liabilities 2012: $02012Assets 2013: $492,339Liabilities 2013: $02013Assets 2014: $603,560Liabilities 2014: $02014Assets 2015: $612,174Liabilities 2015: $02015Assets 2019: $463,489Liabilities 2019: $02019Assets 2020: $304,130Liabilities 2020: $1Net Assets 2020: $304,1302020Assets 2021: $285,885Liabilities 2021: $1Net Assets 2021: $285,8852021Assets 2022: $346,167Liabilities 2022: $1Net Assets 2022: $346,1672022Assets 2023: $334,590Liabilities 2023: $1Net Assets 2023: $334,5902023Assets 2024: $487,701Liabilities 2024: $0Net Assets 2024: $487,7012024

Highlighted filing

2021

Assets$285,885
Liabilities$1
Net Assets$285,885
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $63,9772010Expenses 2011: $51,6182011Revenue 2012: -$121,809Expenses 2012: $35,955Net Income 2012: -$157,7642012Revenue 2013: $17,015Expenses 2013: $31,597Net Income 2013: -$14,5822013Revenue 2014: $145,558Expenses 2014: $34,337Net Income 2014: $111,2212014Revenue 2015: $45,131Expenses 2015: $36,517Net Income 2015: $8,6142015Revenue 2019: $11,662Expenses 2019: $29,764Net Income 2019: -$18,1022019Revenue 2020: -$130,751Expenses 2020: $28,608Net Income 2020: -$159,3592020Revenue 2021: $9,465Expenses 2021: $27,710Net Income 2021: -$18,2452021Revenue 2022: $99,573Expenses 2022: $39,291Net Income 2022: $60,2822022Revenue 2023: $24,760Expenses 2023: $36,337Net Income 2023: -$11,5772023Revenue 2024: $191,368Expenses 2024: $38,257Net Income 2024: $153,1112024

Highlighted filing

2021

Revenue$9,465
Expenses$27,710
Net Income-$18,245
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN J SAMPSONPres/Trs/Director-$0--
ANN G MANDELMANVP/Sec/Director-$0--
SCOTT A SAMPSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Steven Sampson Charitable Fund Inc
EIN
39-1796526
Phone
4143514500
Address
6938A N SANTA MONICA BLVD, FOX POINT, WI 53217

Signing Officer

Name
Steven J Sampson
Title
Pres/trs/Director
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Goossen & Schultz Cpas Llp
Address
5215 N IRONWOOD RD SUITE 102, GLENDALE, WI 53217
Preparer
David Schultz
Phone
4149632900
Raw XML Appendix238 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053217
ReturnHeader/PreparerPersonGrp/PhoneNum04149632900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SCHULTZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-09T08:18:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAMPSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,885
Liabilities
$1
Net assets
$285,885
Revenue
$9,465
Expenses
$27,710
Net income
-$18,245
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.$4.88$0.00$4.88$1.91$0.38$1.53
2023Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.25$0.36$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.00$0.39$0.60
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.09$0.28$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$1.31$0.29$1.59
2019Summary only. Only limited summary data is available for this year.$4.63$0.00$0.12$0.30$0.18
2015Summary only. Only limited summary data is available for this year.$6.12$0.00$0.45$0.37$0.09
2014Summary only. Only limited summary data is available for this year.$6.04$0.00$1.46$0.34$1.11
2013Summary only. Only limited summary data is available for this year.$4.92$0.00$0.17$0.32$0.15
2012Summary only. Only limited summary data is available for this year.$5.07$0.00$1.22$0.36$1.58
2011Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.52
2010Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.64