Civic Intelligence

Pleasant T Rowland Foundation Inc

990PF • Fiscal year 2019 • EIN 39-1868295

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

Organization Profile

View Organization Page

3415 Gateway Road No 200Brookfield, WI 53045-5111

(608) 729-2811

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

1st percentile

-475%

Higher net margin than 1% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$72,428,259

Up $4,765,231 (+7.0%) from 2018

Net Assets

Up

$72,428,249

Up $4,833,739 (+7.2%) from 2018

Liabilities

Down

$10

Down $68,508 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin1st percentile

Revenue

Down

$1,612,026

Down $4,399,505 (-73%) from 2018

Expenses

Up

$9,272,337

Up $7,967,545 (+611%) from 2018

Net Income

Down

-$7,660,311

Down $12,367,050 (-263%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$100M$50M$0Assets 2011: $48,897,875Liabilities 2011: $45,340,4482011Assets 2012: $52,822,527Liabilities 2012: $44,037,4782012Assets 2013: $56,637,006Liabilities 2013: $33,053,161Net Assets 2013: $23,583,8452013Assets 2014: $56,830,246Liabilities 2014: $16,284,000Net Assets 2014: $40,546,2462014Assets 2015: $55,048,740Liabilities 2015: $16,378,165Net Assets 2015: $38,670,5752015Assets 2016: $58,733,846Liabilities 2016: $2,999,000Net Assets 2016: $55,734,8462016Assets 2017: $68,482,860Liabilities 2017: $3,126,126Net Assets 2017: $65,356,7342017Assets 2018: $67,663,028Liabilities 2018: $68,518Net Assets 2018: $67,594,5102018Assets 2019: $72,428,259Liabilities 2019: $10Net Assets 2019: $72,428,2492019Assets 2020: $88,401,274Liabilities 2020: $1Net Assets 2020: $88,401,2742020Assets 2021: $94,312,384Liabilities 2021: $61,600Net Assets 2021: $94,250,7842021Assets 2022: $73,289,510Liabilities 2022: $290,400Net Assets 2022: $72,999,1102022Assets 2023: $80,224,893Liabilities 2023: $239,200Net Assets 2023: $79,985,6932023Assets 2024: $81,333,485Liabilities 2024: $322,929Net Assets 2024: $81,010,5562024

Highlighted filing

2019

Assets$72,428,259
Liabilities$10
Net Assets$72,428,249
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$20M$10M$0-$10MRevenue 2011: $1,786,098Expenses 2011: $11,755,151Net Income 2011: -$9,969,0532011Revenue 2012: $1,559,957Expenses 2012: $4,952,694Net Income 2012: -$3,392,7372012Revenue 2013: $4,912,426Expenses 2013: $2,446,116Net Income 2013: $2,466,3102013Revenue 2014: $13,279,658Expenses 2014: $1,377,965Net Income 2014: $11,901,6932014Revenue 2015: $3,477,158Expenses 2015: $1,316,033Net Income 2015: $2,161,1252015Revenue 2016: $15,163,970Expenses 2016: $1,132,547Net Income 2016: $14,031,4232016Revenue 2017: $5,757,536Expenses 2017: $2,385,023Net Income 2017: $3,372,5132017Revenue 2018: $6,011,531Expenses 2018: $1,304,792Net Income 2018: $4,706,7392018Revenue 2019: $1,612,026Expenses 2019: $9,272,337Net Income 2019: -$7,660,3112019Revenue 2020: $4,417,480Expenses 2020: $1,872,635Net Income 2020: $2,544,8452020Revenue 2021: $11,804,849Expenses 2021: $6,135,055Net Income 2021: $5,669,7942021Revenue 2022: $386,121Expenses 2022: $5,392,756Net Income 2022: -$5,006,6352022Revenue 2023: $2,310,663Expenses 2023: $4,884,129Net Income 2023: -$2,573,4662023Revenue 2024: $6,992,361Expenses 2024: $8,949,406Net Income 2024: -$1,957,0452024

Highlighted filing

2019

Revenue$1,612,026
Expenses$9,272,337
Net Income-$7,660,311
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PLEASANT T ROWLANDPresident-$0--
RHONA E VOGELSecretary-$0--
WALTER JEROME FRAUTSCHIDirector-$0--
BARBARA THIELE CARRDirector-$0--
VALERIE TRIPPDirector-$0--
CATHARINE B WALLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pleasant T Rowland Foundation Inc
EIN
39-1868295
Phone
6087292811
Address
3415 GATEWAY ROAD NO 200, BROOKFIELD, WI 53045-5111

Signing Officer

Name
Rhona E Vogel
Title
Secretary
Phone
6087292811
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Vogel Consulting Group Sc
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
Preparer
Barbara J Langkau
Phone
2627904960
Raw XML AppendixShowing 400 of 458 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PLEASANT T ROWLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RHONA E VOGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WALTER JEROME FRAUTSCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BARBARA THIELE CARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4VALERIE TRIPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CATHARINE B WALLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03415 GATEWAY ROAD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13415 GATEWAY ROAD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23415 GATEWAY ROAD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33415 GATEWAY ROAD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43415 GATEWAY ROAD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53415 GATEWAY ROAD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd553045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0254497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0258425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01097054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.004476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.022382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt056858160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt053284748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049014394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt043134836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt046854143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt046812720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07933966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.022382
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07930038
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07933966
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03928
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07933966
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RHONA E VOGEL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03415 GATEWAY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0530455111
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627904960
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCHOLARSHIPS MUST BE SUBMITTED ON ORGANIZATION'S SCHOLARSHIP APPLICATION, AND INCLUDE ALL REQUESTED INFORMATION. GRANT REQUEST MUST BE SUBMITTED ON ORGANIZATION'S APPLICATION FORM AFTER APPROVAL OF A PHONE INQUIRY, AND MUST INCLUDE THE REQUESTED AMOUNT, THE PURPOSE FOR THE REQUEST, & THE TIMEFRAME THE REQUEST COVERS. ALL REQUESTS MUST FIT INTO THE MISSION OF THE FOUNDATION TO SUPPORT THE CULTURAL ARTS, EDUCATION, OR HISTORIC PRESERVATION PRIMARILY IN DANE COUNTY, WISCONSIN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GRANTS MANAGER PLEASANT T ROWLAND F
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06087292811
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06120 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MIDDLETON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053562
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE MAJORITY OF THE AWARDS ARE LIMITED TO DANE COUNTY, WISCONSIN. AWARDS ARE BASED UPON THE SITUATION AND THE NEED OF THE APPLICANT AND THE CRITERIA LISTED IN THE APPLICATION. ANY REWARDS ARE SUBJECT TO FUNDING AVAILABILITY. REQUESTS MUST SUPPORT THE MISSION OF THE FOUNDATION TO SUPPORT THE CULTURAL ARTS, EDUCATION, OR HISTORIC PRESERVATION, PRIMARILY IN DANE COUNTY, WISCONSIN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JUNE 30 AND NOVEMBER 30
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PLEASANT T ROWLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033966
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2900000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1LAND, BUILDINGS AND EQUIPMENT LOCATED AT 3100 WHITE SULPHUR SPRINGS ROAD, ST. HELENA CA, VALUED PER APPRAISAL. DATE OF GIFT: 12-09-19.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOUNTAIN VALLEY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HOFFMAN INSTITUTE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BENEDICTINE SISTERS HOLY WISDOM MONASTERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06155 FOUNTAIN VALLEY SCHOOL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11299 FOURTH STREET 6TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24200 CTY HWY M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN RAFAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIDDLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080911
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253562
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07933966
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02838980
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02572223
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02838980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02522763
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02522763
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07933966
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02522763
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02522763
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02572223
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt17000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0STRADIVARIUS VIOLIN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1HOFFMANN LAND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010000000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0292
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER LOSS PASSTHROUGH ENTITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRUST/CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT MANAGER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT INTEREST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ADMINISTRATIVE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023872
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1250176
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2231620
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3125014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt422773
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5232073

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,428,259
Liabilities
$10
Net assets
$72,428,249
Revenue
$1,612,026
Expenses
$9,272,337
Net income
-$7,660,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$81.3$0.32$81.0$6.99$8.95$1.96
2023Detailed filing. Detailed filing data is available for this year.$80.2$0.24$80.0$2.31$4.88$2.57
2022Detailed filing. Detailed filing data is available for this year.$73.3$0.29$73.0$0.39$5.39$5.01
2021Detailed filing. Detailed filing data is available for this year.$94.3$0.06$94.3$11.8$6.14$5.67
2020Detailed filing. Detailed filing data is available for this year.$88.4$0.00$88.4$4.42$1.87$2.54
2019Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$1.61$9.27$7.66
2018Detailed filing. Detailed filing data is available for this year.$67.7$0.07$67.6$6.01$1.30$4.71
2017Detailed filing. Detailed filing data is available for this year.$68.5$3.13$65.4$5.76$2.39$3.37
2016Detailed filing. Detailed filing data is available for this year.$58.7$3.00$55.7$15.2$1.13$14.0
2015Detailed filing. Detailed filing data is available for this year.$55.0$16.4$38.7$3.48$1.32$2.16
2014Detailed filing. Detailed filing data is available for this year.$56.8$16.3$40.5$13.3$1.38$11.9
2013Detailed filing. Detailed filing data is available for this year.$56.6$33.1$23.6$4.91$2.45$2.47
2012Summary only. Only limited summary data is available for this year.$52.8$44.0$1.56$4.95$3.39
2011Summary only. Only limited summary data is available for this year.$48.9$45.3$1.79$11.8$9.97