Civic Intelligence

William & Sandy Heitz Family Found

990PF • Fiscal year 2014 • EIN 39-1799844

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 23, 2015

Organization Profile
10800 N Haddonstone PlaceMequon, WI 53092

(262) 377-3970

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

61st percentile

4.7%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

126%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,615,604

Up $116,514 (+4.7%) from 2013

Net Assets

$2,615,604

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin80th percentile

Revenue

Up

$198,182

Up $110,646 (+126%) from 2013

Expenses

Up

$141,295

Up $51,445 (+57%) from 2013

Net Income

Up

$56,887

Up $59,201 (+2558%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,350,544Liabilities 2011: $02011Assets 2012: $2,454,380Liabilities 2012: $02012Assets 2013: $2,499,090Liabilities 2013: $02013Assets 2014: $2,615,604Liabilities 2014: $1Net Assets 2014: $2,615,6042014Assets 2015: $2,536,367Liabilities 2015: $02015Assets 2017: $2,789,917Liabilities 2017: $0Net Assets 2017: $2,789,9172017Assets 2019: $1,962,133Liabilities 2019: $1Net Assets 2019: $1,962,1332019Assets 2020: $1,967,749Liabilities 2020: $1Net Assets 2020: $1,967,7492020Assets 2021: $2,351,057Liabilities 2021: $1Net Assets 2021: $2,351,0572021Assets 2022: $2,330,773Liabilities 2022: $1Net Assets 2022: $2,330,7732022Assets 2023: $2,630,414Liabilities 2023: $1Net Assets 2023: $2,630,4142023Assets 2024: $2,507,112Liabilities 2024: $0Net Assets 2024: $2,507,1122024Assets 2025: $2,410,630Liabilities 2025: $0Net Assets 2025: $2,410,6302025

Highlighted filing

2014

Assets$2,615,604
Liabilities$1
Net Assets$2,615,604
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $74,250Expenses 2011: $100,525Net Income 2011: -$26,2752011Revenue 2012: $198,034Expenses 2012: $124,120Net Income 2012: $73,9142012Revenue 2013: $87,536Expenses 2013: $89,850Net Income 2013: -$2,3142013Revenue 2014: $198,182Expenses 2014: $141,295Net Income 2014: $56,8872014Revenue 2015: $73,018Expenses 2015: $91,800Net Income 2015: -$18,7822015Revenue 2017: $194,108Expenses 2017: $180,972Net Income 2017: $13,1362017Revenue 2019: $244,849Expenses 2019: $137,329Net Income 2019: $107,5202019Revenue 2020: $87,724Expenses 2020: $81,455Net Income 2020: $6,2692020Revenue 2021: $512,279Expenses 2021: $128,938Net Income 2021: $383,3412021Revenue 2022: $145,634Expenses 2022: $165,880Net Income 2022: -$20,2462022Revenue 2023: $496,878Expenses 2023: $196,650Net Income 2023: $300,2282023Revenue 2024: $93,657Expenses 2024: $216,489Net Income 2024: -$122,8322024Revenue 2025: $102,627Expenses 2025: $198,278Net Income 2025: -$95,6512025

Highlighted filing

2014

Revenue$198,182
Expenses$141,295
Net Income$56,887
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA HEITZPresidentPT$0--
STEPHANIE FLEMINGTreasurerPT$0--
GREG HEITZSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
William & Sandy Heitz Family Found
EIN
39-1799844
Address
10800 N HADDONSTONE PLACE, MEQUON, WI 53092

Signing Officer

Name
Stephanie Fleming
Title
Treasurer
Phone
2623773970
Signed
2015-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Daniel R Linsley CPA
Address
PO BOX 24, GRAFTON, WI 53024
Preparer
Daniel R Linsley
Phone
2623773970
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0125033
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt056887
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0127320
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0186947
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02742924
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02499090
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02615604
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0123069
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0123069
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0123069
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0125051
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01982
IRS990PF/DistributableAmountGrp/TotalTaxAmt01982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt02615604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01253280
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01274490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01274490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01096628
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01249691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01249691
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0149182
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt091423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt091423
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02499090
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02615604
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02615604
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02499090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02615604
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02499090
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02615604
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02499090
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02615604
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02539104
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0135181
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02403923
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038087
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0125051
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02501017
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02539104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SANDRA HEITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHANIE FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GREG HEITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08111 BAY COLONY DRIVE UNIT 903
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110800 N HADDONSTONE PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25301 W RIVER TRAIL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MEQUON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MEQUON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0113266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0115248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt089850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0124120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0100525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt097901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt096181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02501017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02420162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02498306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02296860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02132766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01925108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0141295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.226438
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0139313
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0141295
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01982
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0141295
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHANIE FLEMING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010800 N HADDONSTONE PLACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MEQUON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053092
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02623773970
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTIONS TO EDUCATIONAL ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt052535
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt088750
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PURPOSE OF ORGANIZATION AND REQUESTAMOUNT REQUESTED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEPHANIE FLEMING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02623773970
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010800 N HADDONSTONE PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MEQUON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053092
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Sandra Heitz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,615,604
Liabilities
$1
Net assets
$2,615,604
Revenue
$198,182
Expenses
$141,295
Net income
$56,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.10$0.20$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.09$0.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.50$0.20$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.15$0.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.51$0.13$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.24$0.14$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.19$0.18$0.01
2015Summary only. Only limited summary data is available for this year.$2.54$0.00$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.20$0.14$0.06
2013Summary only. Only limited summary data is available for this year.$2.50$0.00$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$2.45$0.00$0.20$0.12$0.07
2011Summary only. Only limited summary data is available for this year.$2.35$0.00$0.07$0.10$0.03