Civic Intelligence

Schregardus Family Foundation Inc.

EIN 39-1868672 • Fox Point, WI

Pub. 78 Eligible
1800 East Fox LaneFox Point, WI 53217
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

61st percentile

2.1%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-72%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$74,994

Up $1,538 (+2.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$74,994

Up $1,538 (+2.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin84th percentile

Revenue

Down

$4,363

Down $11,055 (-72%) from 2023

Expenses

Down

$2,825

Down $80,353 (-97%) from 2023

Net Income

Up

$1,538

Up $69,298 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $480,753Liabilities 2010: $0Net Assets 2010: $480,7532010Assets 2011: $476,453Liabilities 2011: $0Net Assets 2011: $476,4532011Assets 2012: $461,201Liabilities 2012: $0Net Assets 2012: $461,2012012Assets 2013: $472,564Liabilities 2013: $1Net Assets 2013: $472,5642013Assets 2014: $480,047Liabilities 2014: $1Net Assets 2014: $480,0472014Assets 2015: $484,802Liabilities 2015: $1Net Assets 2015: $484,8022015Assets 2016: $491,600Liabilities 2016: $0Net Assets 2016: $491,6002016Assets 2017: $498,428Liabilities 2017: $0Net Assets 2017: $498,4282017Assets 2018: $425,169Liabilities 2018: $0Net Assets 2018: $425,1692018Assets 2019: $291,762Liabilities 2019: $1Net Assets 2019: $291,7622019Assets 2020: $262,501Liabilities 2020: $1Net Assets 2020: $262,5012020Assets 2021: $204,476Liabilities 2021: $1Net Assets 2021: $204,4762021Assets 2022: $141,216Liabilities 2022: $1Net Assets 2022: $141,2162022Assets 2023: $73,456Liabilities 2023: $1Net Assets 2023: $73,4562023Assets 2024: $74,994Liabilities 2024: $0Net Assets 2024: $74,9942024

Highlighted filing

2024

Assets$74,994
Liabilities$0
Net Assets$74,994
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $40,2492010Expenses 2011: $29,0882011Expenses 2012: $37,0352012Revenue 2013: $44,650Expenses 2013: $33,287Net Income 2013: $11,3632013Revenue 2014: $39,932Expenses 2014: $32,208Net Income 2014: $7,7242014Revenue 2015: $22,871Expenses 2015: $18,116Net Income 2015: $4,7552015Revenue 2016: $33,483Expenses 2016: $26,685Net Income 2016: $6,7982016Revenue 2017: $38,321Expenses 2017: $31,493Net Income 2017: $6,8282017Revenue 2018: $53,776Expenses 2018: $127,035Net Income 2018: -$73,2592018Revenue 2019: $19,207Expenses 2019: $152,614Net Income 2019: -$133,4072019Revenue 2020: $9,983Expenses 2020: $39,244Net Income 2020: -$29,2612020Revenue 2021: $23,440Expenses 2021: $81,465Net Income 2021: -$58,0252021Revenue 2022: $20,669Expenses 2022: $83,929Net Income 2022: -$63,2602022Revenue 2023: $15,418Expenses 2023: $83,178Net Income 2023: -$67,7602023Revenue 2024: $4,363Expenses 2024: $2,825Net Income 2024: $1,5382024

Highlighted filing

2024

Revenue$4,363
Expenses$2,825
Net Income$1,538
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$74,994
Liabilities
$0
Net assets
$74,994
Revenue
$4,363
Expenses
$2,825
Net income
$1,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.15$0.83$0.68
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.21$0.84$0.63
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.23$0.81$0.58
2020Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.10$0.39$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.19$1.53$1.33
2018Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.54$1.27$0.73
2017Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.38$0.31$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.33$0.27$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.23$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.40$0.32$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.45$0.33$0.11
2012Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.37
2011Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH SCHREGARDUSPresident-$0--
RANDALL SCHREGARDUSVice President-$0--
ANDREA VOTAVASecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Schregardus Family Foundation Inc
EIN
39-1868672
Phone
4143546900
Address
1800 EAST FOX LANE, FOX POINT, WI 53217

Signing Officer

Name
Andrea Votava
Title
Secretary/treasurer
Phone
6088249546
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Chortek Llp
Address
N19W24133 RIVERWOOD DRIVE, WAUKESHA, WI 53188
Preparer
Michael C Hubman CPA
Phone
2625228227
Raw XML Appendix339 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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AppliedToPriorYearElection/ElectionDesc0DECLARATION BY RALPH SCHREGARDUS, FOUNDATION MANAGER:THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO APPLY $1,499 OF THE QUALIFYING DISTRIBUTIONS FROM 2010 TO 2008. THIS DISTRIBUTION IS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF THE YEAR ENDED DECEMBER 31, 2008.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREA VOTAVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01800 EAST FOX LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1714 CRESTVIEW STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27201 SAWMILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FOX POINT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOLLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253717
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01275
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01275
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/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/IndividualWithBooksNm0RALPH SCHREGARDUS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01800 E FOX LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FOX POINT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04143546900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RALPH SCHREGARDUS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt01275
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt070485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt061393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017885
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0130381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03405
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0126976
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0224845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt075082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt070485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt061393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017885
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0351821
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0355226
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01330
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01330
TaxesSchedule/TaxesDetail/Amt0187
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA VOTAVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06088249546
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHREGARDUS FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SCHR
ReturnHeader/Filer/EIN0391868672
ReturnHeader/Filer/PhoneNum04143546900
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 EAST FOX LANE
ReturnHeader/Filer/USAddress/CityNm0FOX POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420993792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHORTEK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N19W24133 RIVERWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053188
ReturnHeader/PreparerPersonGrp/PhoneNum02625228227
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C HUBMAN CPA
ReturnHeader/ReturnTs02025-05-14T15:19:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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