Civic Intelligence

William & Sandy Heitz Family Found

990PF • Fiscal year 2017 • EIN 39-1799844

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 25, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

86th percentile

63%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,789,917

Up $253,550 (+10.0%) from 2015

Net Assets

$2,789,917

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin58th percentile

Revenue

Up

$194,108

Up $121,090 (+166%) from 2015

Expenses

Up

$180,972

Up $89,172 (+97%) from 2015

Net Income

Up

$13,136

Up $31,918 (+170%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2017

Assets$2,789,917
Liabilities$0
Net Assets$2,789,917
Open 2017 Filing

Operations Trend

Revenue Growth86th 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

2017

Revenue$194,108
Expenses$180,972
Net Income$13,136
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA HEITZPresidentPT$0--
STEPHANIE FLEMINGTreasurerPT$0--
GREGORY 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
2018-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Daniel R Linsley CPA
Address
5109 N CUMBERLAND BLVD, WHITEFISH BAY, WI 53217
Preparer
Daniel R Linsley CPA
Phone
4143225267
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4NOVARTIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SILVER BAY REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6GE MONEY BANK CD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GOLDMAN SACHS BANK CD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SALLIE MAE BANK CD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0112431
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013136
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0113572
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0283069
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02903489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02607284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02789917
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0136073
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0136073
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0136073
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0138014
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01941
IRS990PF/DistributableAmountGrp/TotalTaxAmt01941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt02789917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0786230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0672070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0672070
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01704971
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01965785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01965785
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0116083
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0152062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0152062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02607284
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02789917
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02789917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02607284
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02789917
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02607284
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02789917
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt02607284
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt02789917
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02802324
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0183312
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02619012
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042035
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0138014
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02760289
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02802324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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/PersonNm2GREGORY 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/AdjNetVlNoncharitableAssetsAmt0125839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0127780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0123020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt091800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0141285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt089850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0124120
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02760289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02533248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02544151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02501017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02420162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02498306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0180972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.227943
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0179031
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0180972
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01941
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0180972
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
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

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,789,917
Liabilities
$0
Net assets
$2,789,917
Revenue
$194,108
Expenses
$180,972
Net income
$13,136
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