Civic Intelligence

Robert a and Lynn I Doneff Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-1858063

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

7833 Dock RoadEgg Harbor, WI 54209

(920) 360-7185

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

2406%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

56th percentile

4.4%

Faster asset growth than 56% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Assets

Up

$306,170

Up $12,904 (+4.4%) from 2019

Net Assets

Up

$306,170

Up $12,904 (+4.4%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

-$1,122

Down $34,450 (-103%) from 2019

Expenses

Up

$25,868

Up $4,535 (+21%) from 2019

Net Income

Down

-$26,990

Down $38,985 (-325%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $190,733Liabilities 2010: $0Net Assets 2010: $190,7332010Assets 2011: $199,384Liabilities 2011: $0Net Assets 2011: $199,3842011Assets 2012: $208,251Liabilities 2012: $12012Assets 2013: $236,902Liabilities 2013: $0Net Assets 2013: $236,9022013Assets 2014: $267,191Liabilities 2014: $0Net Assets 2014: $267,1912014Assets 2015: $253,029Liabilities 2015: $0Net Assets 2015: $253,0292015Assets 2016: $242,870Liabilities 2016: $0Net Assets 2016: $242,8702016Assets 2017: $276,374Liabilities 2017: $0Net Assets 2017: $276,3742017Assets 2018: $281,271Liabilities 2018: $0Net Assets 2018: $281,2712018Assets 2019: $293,266Liabilities 2019: $0Net Assets 2019: $293,2662019Assets 2020: $306,170Liabilities 2020: $1Net Assets 2020: $306,1702020Assets 2021: $321,261Liabilities 2021: $0Net Assets 2021: $321,2612021Assets 2022: $366,063Liabilities 2022: $0Net Assets 2022: $366,0632022Assets 2023: $349,450Liabilities 2023: $0Net Assets 2023: $349,4502023Assets 2024: $414,934Liabilities 2024: $0Net Assets 2024: $414,9342024

Highlighted filing

2020

Assets$306,170
Liabilities$1
Net Assets$306,170

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $7,3652010Expenses 2011: $9,3392011Revenue 2012: $18,504Expenses 2012: $9,637Net Income 2012: $8,8672012Revenue 2013: $38,055Expenses 2013: $9,404Net Income 2013: $28,6512013Revenue 2014: $43,281Expenses 2014: $12,992Net Income 2014: $30,2892014Revenue 2015: -$327Expenses 2015: $13,835Net Income 2015: -$14,1622015Revenue 2016: $4,278Expenses 2016: $14,437Net Income 2016: -$10,1592016Revenue 2017: $50,254Expenses 2017: $16,971Net Income 2017: $33,2832017Revenue 2018: $19,371Expenses 2018: $14,474Net Income 2018: $4,8972018Revenue 2019: $33,328Expenses 2019: $21,333Net Income 2019: $11,9952019Revenue 2020: -$1,122Expenses 2020: $25,868Net Income 2020: -$26,9902020Revenue 2021: $47,199Expenses 2021: $27,919Net Income 2021: $19,2802021Revenue 2022: $78,939Expenses 2022: $33,937Net Income 2022: $45,0022022Revenue 2023: $12,667Expenses 2023: $29,280Net Income 2023: -$16,6132023Revenue 2024: $353,992Expenses 2024: $41,643Net Income 2024: $312,3492024

Highlighted filing

2020

Revenue-$1,122
Expenses$25,868
Net Income-$26,990
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A DONEFF TRUSTEEPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPRATING EXPENSESPCEGG HARBOR, WI, US$25,030
Filing and Contact Details

Filer

Filer Name
Robert a and Lynn I Doneff Foundati
EIN
39-1858063
Address
7833 DOCK ROAD, EGG HARBOR, WI 54209

Signing Officer

Name
Robert a Doneff
Title
Trustee
Phone
9203607185
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Lakeshore Accounting Inc
Address
115 E WALDO BLVD, MANITOWOC, WI 54220
Preparer
Donald L Wollersheim
Phone
9206846940
Raw XML Appendix233 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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ReturnHeader/PreparerPersonGrp/PhoneNum09206846940
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD L WOLLERSHEIM
ReturnHeader/ReturnTs02021-05-17T20:12:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONEFF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$3.54$0.42$3.12
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.13$0.29$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.79$0.34$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.47$0.28$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.01$0.26$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.33$0.21$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.19$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.50$0.17$0.33
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.04$0.14$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.00$0.14$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.43$0.13$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.38$0.09$0.29
2012Summary only. Only limited summary data is available for this year.$2.08$0.00$0.19$0.10$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.07