Civic Intelligence

Steven Sampson Charitable Fund Inc.

990PF • Fiscal year 2024 • EIN 39-1796526

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 21, 2025

Organization Profile
5215 N Ironwood Rd - Ste 102Glendale, WI 53217

(414) 963-2900

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

86th percentile

46%

Faster asset growth than 86% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

673%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$487,701

Up $153,111 (+46%) from 2023

Net Assets

Up

$487,701

Up $153,111 (+46%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Up

$191,368

Up $166,608 (+673%) from 2023

Expenses

Up

$38,257

Up $1,920 (+5.3%) from 2023

Net Income

Up

$153,111

Up $164,688 (+1423%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2024

Assets$487,701
Liabilities$0
Net Assets$487,701
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

2024

Revenue$191,368
Expenses$38,257
Net Income$153,111
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 21, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN J SAMPSONPres/Trs/Director-$0--
DAVID SCHULTZVP/Sec/Director-$0--
MITCH MOSERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Steven Sampson Charitable Fund Inc
EIN
39-1796526
Phone
4149632900
Address
5215 N IRONWOOD RD - STE 102, GLENDALE, WI 53217

Signing Officer

Name
David Schultz
Title
VP/sec/Director
Signed
2025-02-21
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 Appendix232 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0875615
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013165
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043225
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05215 N IRONWOOD RD - STE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11360 N PROSPECT AVENUE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum04149632900
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ReturnHeader/Filer/USAddress/CityNm0GLENDALE
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ReturnHeader/Filer/USAddress/ZIPCd053217
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053217
ReturnHeader/PreparerPersonGrp/PhoneNum04149632900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SCHULTZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-23T12:13:09-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$487,701
Liabilities
$0
Net assets
$487,701
Revenue
$191,368
Expenses
$38,257
Net income
$153,111
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