Civic Intelligence

The Ros Foundation

990PF • Fiscal year 2013 • EIN 39-1948463

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 24, 2014

Organization Profile
4811 S 76th Street No 211Greenfield, WI 53220

(414) 281-6000

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

36th percentile

0.04x

Higher debt load relative to revenue than 36% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$9,086,421

Up $1,120,339 (+14%) from 2012

Net Assets

Up

$9,031,359

Up $1,126,277 (+14%) from 2012

Liabilities

Down

$55,062

Down $5,938 (-9.7%) from 2012

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin92nd percentile

Revenue

$1,566,290

No earlier filing loaded for comparison.

Expenses

Up

$484,758

Up $75,547 (+18%) from 2012

Net Income

$1,081,532

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$80M$60M$40M$20M$0Assets 2011: $7,595,560Liabilities 2011: $18,581Net Assets 2011: $7,576,9792011Assets 2012: $7,966,082Liabilities 2012: $61,000Net Assets 2012: $7,905,0822012Assets 2013: $9,086,421Liabilities 2013: $55,062Net Assets 2013: $9,031,3592013Assets 2014: $12,635,103Liabilities 2014: $57Net Assets 2014: $12,635,0462014Assets 2015: $13,835,705Liabilities 2015: $5,399Net Assets 2015: $13,830,3062015Assets 2016: $15,031,334Liabilities 2016: $0Net Assets 2016: $15,031,3342016Assets 2017: $30,772,671Liabilities 2017: $0Net Assets 2017: $30,772,6712017Assets 2018: $29,036,898Liabilities 2018: $1,402Net Assets 2018: $29,035,4962018Assets 2019: $27,969,041Liabilities 2019: $1Net Assets 2019: $27,969,0412019Assets 2020: $29,032,206Liabilities 2020: $1Net Assets 2020: $29,032,2062020Assets 2021: $30,196,896Liabilities 2021: $1Net Assets 2021: $30,196,8962021Assets 2022: $30,148,498Liabilities 2022: $22Net Assets 2022: $30,148,4762022Assets 2023: $61,473,722Liabilities 2023: $1Net Assets 2023: $61,473,7222023Assets 2024: $61,469,401Liabilities 2024: $0Net Assets 2024: $61,469,4012024

Highlighted filing

2013

Assets$9,086,421
Liabilities$55,062
Net Assets$9,031,359
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $346,5392011Expenses 2012: $409,2112012Revenue 2013: $1,566,290Expenses 2013: $484,758Net Income 2013: $1,081,5322013Revenue 2014: $4,103,190Expenses 2014: $506,945Net Income 2014: $3,596,2452014Revenue 2015: $1,811,869Expenses 2015: $616,609Net Income 2015: $1,195,2602015Revenue 2016: $2,022,740Expenses 2016: $821,712Net Income 2016: $1,201,0282016Revenue 2017: $17,852,369Expenses 2017: $2,111,032Net Income 2017: $15,741,3372017Revenue 2018: $612,637Expenses 2018: $2,365,762Net Income 2018: -$1,753,1252018Revenue 2019: $1,103,073Expenses 2019: $2,177,957Net Income 2019: -$1,074,8842019Revenue 2020: $3,907,135Expenses 2020: $2,848,776Net Income 2020: $1,058,3592020Revenue 2021: $3,469,836Expenses 2021: $2,302,966Net Income 2021: $1,166,8702021Revenue 2022: $2,217,092Expenses 2022: $2,265,512Net Income 2022: -$48,4202022Revenue 2023: $34,274,765Expenses 2023: $2,946,033Net Income 2023: $31,328,7322023Revenue 2024: $2,873,712Expenses 2024: $3,461,438Net Income 2024: -$587,7262024

Highlighted filing

2013

Revenue$1,566,290
Expenses$484,758
Net Income$1,081,532
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 24, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT O SCHLYTTERTrustee-$0--
ROBERT B SCHLYTTERTrustee-$0--
SUSAN L RIORDANTrustee-$0--
Filing and Contact Details

Filer

EIN
39-1948463
Phone
4142816000

Signing Officer

Name
Robert O Schlytter
Title
Trustee
Phone
4142816000
Signed
2014-07-24
Discuss with paid preparer
Yes

Preparer

Preparer
William Rewolinski CPA
Phone
4142730500
Raw XML AppendixShowing 400 of 954 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Statement Required Under Reg. Sec. 53.4942(a)-3(b)(7)(ii)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Statement Required Under Reg. Sec. 53.4942(a)-3(b)(7)(ii) for Amounts Set Aside in 2013Nature and purposes of the specific project for which amounts are set aside: The funds were used in honor of the Family Unity International Working Boys Center 50th anniversary and related commerative projects.The amounts set aside for the projcet described above will be paid on August 9, 2014.The project described above will not be completed before the end of the taxable year in which the set-aside was made.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Stifel #1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Stifel #1989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Put/Call Options
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Put/Call Options
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Stifel #7257 - Cash in Lieu
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Stifel #7257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Stifel #7257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Stifel #7257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Raymond James #1806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13National City Corp Proceeds
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Oaktree Capital Group, LLC K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Oaktree Capital Group, LLC K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0351903
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01081532
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt044745
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09031359
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07905082
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09031359
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0455135
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0455135
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0455135
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0527
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0466785
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011123
IRS990PF/DistributableAmountGrp/TotalTaxAmt011650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09900
IRS990PF/FMVAssetsEOYAmt010956376
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05062
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0315
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0490
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0315
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03319389
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03306034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03021957
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04218763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04975249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07129281
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt061000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0113775
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0174690
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0174690
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0608
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0608
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0608
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0647
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0313018
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0629525
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0629525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07966082
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09086421
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010956376
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt061000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt055062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07966082
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09086421
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07905082
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09031359
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt07905082
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt09031359
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09477871
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0150580
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09327291
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0142168
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0466785
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09335703
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09477871
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT O SCHLYTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT B SCHLYTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSAN L RIORDAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine102212 HARBOUR COURT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111016 MANOR LAKE DR UNIT E 204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine128691 PURSLANE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0LONGBOAT KEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode034228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode134119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode234109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0434642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0440203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0367305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0306882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0258257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0309535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0326250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.040812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09335703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08474200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07319593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06327927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05696186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06230536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0429161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.232786
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0429161
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0429161
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0429161
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/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/IndividualWithBooksNm0WILLIAM REWOLINSKI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10800 Woodland Prime
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Menomonee Falls
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053051
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142730500
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/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM REQUIRED. BROCHURES AND LETTERS STATING CHARITABLE PURPOSE PREFERRED.

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,086,421
Liabilities
$55,062
Net assets
$9,031,359
Revenue
$1,566,290
Expenses
$484,758
Net income
$1,081,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$2.87$3.46$0.59
2023Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$34.3$2.95$31.3
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$2.22$2.27$0.05
2021Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$3.47$2.30$1.17
2020Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$3.91$2.85$1.06
2019Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$1.10$2.18$1.07
2018Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$0.61$2.37$1.75
2017Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$17.9$2.11$15.7
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$2.02$0.82$1.20
2015Detailed filing. Detailed filing data is available for this year.$13.8$0.01$13.8$1.81$0.62$1.20
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$4.10$0.51$3.60
2013Detailed filing. Detailed filing data is available for this year.$9.09$0.06$9.03$1.57$0.48$1.08
2012Detailed filing. Detailed filing data is available for this year.$7.97$0.06$7.91$0.41
2011Detailed filing. Detailed filing data is available for this year.$7.60$0.02$7.58$0.35