Civic Intelligence

Kohl Family Foundation

990PF • Fiscal year 2017 • EIN 39-1911092

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

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.

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

74th percentile

18%

Higher net margin than 74% 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

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

230%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,409,356

Up $21,075 (+1.5%) from 2016

Net Assets

Up

$1,409,356

Up $21,075 (+1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin74th percentile

Revenue

Up

$112,206

Up $78,251 (+230%) from 2016

Expenses

Up

$92,131

Up $8,308 (+9.9%) from 2016

Net Income

Up

$20,075

Up $69,943 (+140%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2017

Assets$1,409,356
Liabilities$0
Net Assets$1,409,356
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$112,206
Expenses$92,131
Net Income$20,075
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 25, 2018
Return Version
2017v2.3
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--
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 L Matz
Title
Trustee
Signed
2018-09-25
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
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt718081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt825000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt920000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1048519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1220321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1437763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1512023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1624754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1749980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1813980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1910000
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/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0168 SHRS COLUMBIA DIV INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1858 SHRS FEDERATED CLOVER SMALL VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27 SHRS JAMES SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31006 SHRS JANUS HENDERSON US MGD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc468 SHRS LADUS US LARGE CAP GRWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc555 SHRS PRINCIPAL MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc667 SHRS T ROWE PRICE GLBL RE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7830 SHRS COLUMBIA DIV INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82311 SHRS FEDERATED US GOVT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91862 SHRS FEDERATED US GOVT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101450 SHRS JAMES SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11943 SHRS JANUS HENDERSON US MGD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12969 SHRS LAUDUS US LARGE CAP GRWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13315 SHRS PRINCIPAL MIDCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141891 SHRS T ROWE PRICE GLBL RE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15102 SHRS VANGUARD LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16210 SHRS VANGUARD LARGE CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc174682 SHRS VANGUARD S/T INVEST GRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc181318 SHRS VANGUARD S/T INVEST GRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191536 SHRS SEIX HIGH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075675
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt08033
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020075
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01409356
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01389281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01409356
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074894
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074894
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074894
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt076816
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01922
IRS990PF/DistributableAmountGrp/TotalTaxAmt01922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0909
IRS990PF/FMVAssetsEOYAmt01618419
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01389281
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01409356
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0527808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0419365
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0416419
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0432516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0427499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0567995
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0339418
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0465991
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0517014
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt020241
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027203
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027203
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01389281
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01409356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01618419
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01389281
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01409356
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01389281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01409356
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt069298
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt069298
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt089788
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01559717
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023722
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01535995
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023396
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt076816
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01536321
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01559717
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/AdjNetVlNoncharitableAssetsAmt075885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt076846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt065500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt072778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt071517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt071500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt077621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.049394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.043469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.054208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.046127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.047906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.055258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01536321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01506817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01342568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01550429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01492493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01404708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.246968
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt074200
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt074200
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt074200
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,409,356
Liabilities
$0
Net assets
$1,409,356
Revenue
$112,206
Expenses
$92,131
Net income
$20,075
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