Civic Intelligence

Kohl Family Foundation

990PF • Fiscal year 2016 • EIN 39-1911092

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

Organization Profile
PO Box 354Elkhart Lake, WI 53020

(920) 876-3611

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-147%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

13th percentile

-8.5%

Faster asset growth than 13% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,388,281

Down $128,868 (-8.5%) from 2015

Net Assets

Down

$1,388,281

Down $49,868 (-3.5%) from 2015

Liabilities

Down

$0

Down $79,000 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$33,955

Down $107,584 (-76%) from 2015

Expenses

Down

$83,823

Down $11,270 (-12%) from 2015

Net Income

Down

-$49,868

Down $96,314 (-207%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,385,897Liabilities 2011: $0Net Assets 2011: $1,385,8972011Assets 2012: $1,394,385Liabilities 2012: $0Net Assets 2012: $1,394,3852012Assets 2013: $1,361,134Liabilities 2013: $1Net Assets 2013: $1,361,1342013Assets 2014: $1,391,291Liabilities 2014: $1Net Assets 2014: $1,391,2912014Assets 2015: $1,517,149Liabilities 2015: $79,000Net Assets 2015: $1,438,1492015Assets 2016: $1,388,281Liabilities 2016: $0Net Assets 2016: $1,388,2812016Assets 2017: $1,409,356Liabilities 2017: $0Net Assets 2017: $1,409,3562017Assets 2018: $1,469,675Liabilities 2018: $80,000Net Assets 2018: $1,389,6752018Assets 2019: $1,395,735Liabilities 2019: $1Net Assets 2019: $1,395,7352019Assets 2020: $1,366,611Liabilities 2020: $1Net Assets 2020: $1,366,6112020Assets 2021: $1,504,724Liabilities 2021: $80,000Net Assets 2021: $1,424,7242021Assets 2022: $1,404,882Liabilities 2022: $85,000Net Assets 2022: $1,319,8822022Assets 2023: $1,288,340Liabilities 2023: $1Net Assets 2023: $1,288,3402023Assets 2024: $1,322,399Liabilities 2024: $0Net Assets 2024: $1,322,3992024

Highlighted filing

2016

Assets$1,388,281
Liabilities$0
Net Assets$1,388,281
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $102,1902011Expenses 2012: $96,7032012Revenue 2013: $55,248Expenses 2013: $88,499Net Income 2013: -$33,2512013Revenue 2014: $120,571Expenses 2014: $90,414Net Income 2014: $30,1572014Revenue 2015: $141,539Expenses 2015: $95,093Net Income 2015: $46,4462015Revenue 2016: $33,955Expenses 2016: $83,823Net Income 2016: -$49,8682016Revenue 2017: $112,206Expenses 2017: $92,131Net Income 2017: $20,0752017Revenue 2018: $76,825Expenses 2018: $96,506Net Income 2018: -$19,6812018Revenue 2019: $103,153Expenses 2019: $97,442Net Income 2019: $5,7112019Revenue 2020: $62,066Expenses 2020: $91,721Net Income 2020: -$29,6552020Revenue 2021: $161,392Expenses 2021: $104,299Net Income 2021: $57,0932021Revenue 2022: $11,671Expenses 2022: $113,957Net Income 2022: -$102,2862022Revenue 2023: $70,273Expenses 2023: $104,772Net Income 2023: -$34,4992023Revenue 2024: $131,869Expenses 2024: $98,072Net Income 2024: $33,7972024

Highlighted filing

2016

Revenue$33,955
Expenses$83,823
Net Income-$49,868
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA CRAUSWELLTrustee-$0--
KATHLEEN GARNERTrustee-$0--
TODD WEIMERTrustee-$0--
GARRY MATZTrustee-$0--
LARRY SILTONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRIARWOOD CHRISTIAN SCHOOLGENERAL OPERATIONSNCBIRMINGHAM, AL, US$13,000
Paid GrantELKHART LAKE SCHOOL DISTRICTGENERAL OPERATIONSGOVELKHART LAKE, WI, US$12,000
Paid GrantST JAMES LUTHERAN SCHOOLGENERAL OPERATIONSNCSHAWANO, WI, US$11,500
Paid GrantHELENA UNITED METHODIST CHURCHGENERAL OPERATIONSNCHELENA, AL, US$10,000
Paid GrantELKHART LAKE FIRST RESPONDERSGENERAL OPERATIONSNCELKHART LAKE, WI, US$6,000
Paid GrantUNIVERSITY OF ARIZONAUA PRESENTSGENERAL OPERATIONSGOVTUSCON, AZ, US$5,000
Paid GrantTUCSON COLD WET NOSESGENERAL OPERATIONSNCTUCSON, AZ, US$1,000
Paid GrantBUTTERFLY EDUCATION ARTS INCGENERAL OPERATIONSNCFLORENCE, MA, US$1,000
Paid GrantFRIENDS OF PACEGENERAL OPERATIONSNCTUCSON, AZ, US$1,000
Paid GrantANAT BANIEL METHOD FOUNDATIONGENERAL OPERATIONSPFSAN RAFAEL, CA, US$1,000
Paid GrantELKHART LAKE BOY SCOUTSGENERAL OPERATIONSNCELKHART LAKE, WI, US$1,000
Paid GrantCAMP TO BELONG WISCONSIN INCGENERAL OPERATIONSNCFOND DU LAC, WI, US$1,000
Paid GrantINTEGRATED TOUCH FOR KIDSGENERAL OPERATIONSNCTUCSON, AZ, US$500
Paid GrantSALVATION ARMYGENERAL OPERATIONSPCWALCO, WI, US$500
Paid GrantSCHRINERS HOSPITAL FOR CHILDRENGENERAL OPERATIONSPCCHICAGO, IL, US$500
Paid GrantFRIENDS OF ELKHART LAKE LIBRARYGENERAL OPERATIONSNCELKHART LAKE, WI, US$500
Paid GrantALZHEIMERS DISEASE RESEARCHGENERAL OPERATIONSNCCLARKSBURG, MD, US$500
Paid GrantCHILDRENS MUSEUMGENERAL OPERATIONSNCSHEBOYGAN, WI, US$500
Filing and Contact Details

Filer

Filer Name
Kohl Family Foundation
EIN
39-1911092
Phone
9208763611
Address
PO BOX 354, ELKHART LAKE, WI 53020

Signing Officer

Name
Garry Matz
Title
Trustee
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Augustine and Associates LLC
Address
1337 N TAYLOR DR, SHEBOYGAN, WI 53081
Preparer
Kent J Augustine
Phone
9204526272
Raw XML AppendixShowing 400 of 673 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt030640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt415914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt526939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt634063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt946371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1028961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-4149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-1064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-4149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-1064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt525000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt629914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76663
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt810000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt946982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1028528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BAIRD CORE PLUS BD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PRINCIPAL MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD S/T INVEST GRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FEDERATED US GOVT SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FEDERATED US GOVT 2 TO 5
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PIMCO TOTAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PRINCIPAL MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RIDGEWORTH SEIX HIGH INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD LARGE CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD S/T INVEST GRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0415
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1036
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49868
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01388281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01438149
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01388281
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074947
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074947
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074947
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075316
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0369
IRS990PF/DistributableAmountGrp/TotalTaxAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt01278
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0369
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01278
IRS990PF/FMVAssetsEOYAmt01500014
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01438149
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01388281
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0616667
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0527808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0518267
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0428582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0432516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0520819
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0385789
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0339418
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0352594
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt079000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016813
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019241
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019241
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01517149
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01388281
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01500014
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt079000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01517149
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01388281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01438149
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01388281
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt069298
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt069298
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt089093
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01529263
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018029
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01511234
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022939
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075316
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01506324
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01529263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA CRAUSWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHLEEN GARNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TODD WEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GARRY MATZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LARRY SILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 354
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ELKHART LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ELKHART LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ELKHART LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ELKHART LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ELKHART LAKE
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/ZIPCd053020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd453020
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt078248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt078432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt072778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt071517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt071500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt077621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt082340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.051946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.054208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.046127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.047906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.055258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.056232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01506324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01342568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01550429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01492493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01404708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01464289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt066500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.259731
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt066500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt066500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt066500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,388,281
Liabilities
$0
Net assets
$1,388,281
Revenue
$33,955
Expenses
$83,823
Net income
-$49,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.09$1.32$0.01$0.11$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.08$1.42$0.16$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.08$1.39$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.11$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.08$1.44$0.14$0.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.12$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10