Civic Intelligence

Charles J Ploetz Family Foundation Inc

EIN 39-1956306 • Madison, WI

C/O Pam Ploetz 10 White Oaks LnMadison, WI 53711
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

60th percentile

7.2%

Higher net margin than 60% 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

58th percentile

0.9%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$327,724

Up $3,039 (+0.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$327,724

Up $3,039 (+0.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin60th percentile

Revenue

Up

$42,488

Up $7,894 (+23%) from 2023

Expenses

Down

$39,449

Down $127 (-0.3%) from 2023

Net Income

Up

$3,039

Up $8,021 (+161%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2010: $302,844Liabilities 2010: $0Net Assets 2010: $302,8442010Assets 2011: $302,969Liabilities 2011: $0Net Assets 2011: $302,9692011Assets 2012: $303,000Liabilities 2012: $0Net Assets 2012: $303,0002012Assets 2013: $302,989Liabilities 2013: $1Net Assets 2013: $302,9892013Assets 2014: $302,195Liabilities 2014: $1Net Assets 2014: $302,1952014Assets 2015: $302,628Liabilities 2015: $1Net Assets 2015: $302,6282015Assets 2016: $320,203Liabilities 2016: $0Net Assets 2016: $320,2032016Assets 2017: $321,907Liabilities 2017: $0Net Assets 2017: $321,9072017Assets 2018: $325,448Liabilities 2018: $0Net Assets 2018: $325,4482018Assets 2019: $325,314Liabilities 2019: $1Net Assets 2019: $325,3142019Assets 2020: $327,234Liabilities 2020: $1Net Assets 2020: $327,2342020Assets 2021: $330,057Liabilities 2021: $1Net Assets 2021: $330,0572021Assets 2022: $329,667Liabilities 2022: $1Net Assets 2022: $329,6672022Assets 2023: $324,685Liabilities 2023: $1Net Assets 2023: $324,6852023Assets 2024: $327,724Liabilities 2024: $0Net Assets 2024: $327,7242024

Highlighted filing

2024

Assets$327,724
Liabilities$0
Net Assets$327,724
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

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

$60K$40K$20K$0-$20KExpenses 2010: $15,9052010Expenses 2011: $15,6732011Expenses 2012: $15,6472012Revenue 2013: $15,604Expenses 2013: $15,615Net Income 2013: -$112013Revenue 2014: $15,386Expenses 2014: $16,180Net Income 2014: -$7942014Revenue 2015: $15,531Expenses 2015: $15,098Net Income 2015: $4332015Revenue 2016: $32,709Expenses 2016: $15,134Net Income 2016: $17,5752016Revenue 2017: $29,869Expenses 2017: $28,165Net Income 2017: $1,7042017Revenue 2018: $34,731Expenses 2018: $31,190Net Income 2018: $3,5412018Revenue 2019: $34,116Expenses 2019: $34,250Net Income 2019: -$1342019Revenue 2020: $37,427Expenses 2020: $35,507Net Income 2020: $1,9202020Revenue 2021: $40,683Expenses 2021: $37,860Net Income 2021: $2,8232021Revenue 2022: $39,005Expenses 2022: $39,395Net Income 2022: -$3902022Revenue 2023: $34,594Expenses 2023: $39,576Net Income 2023: -$4,9822023Revenue 2024: $42,488Expenses 2024: $39,449Net Income 2024: $3,0392024

Highlighted filing

2024

Revenue$42,488
Expenses$39,449
Net Income$3,039
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$327,724
Liabilities
$0
Net assets
$327,724
Revenue
$42,488
Expenses
$39,449
Net income
$3,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.42$0.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.35$0.40$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.39$0.39$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.41$0.38$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.37$0.36$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.34$0.34$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.35$0.31$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.30$0.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.33$0.15$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16$0.15$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.15$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16$0.16$0.00
2012Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16
2010Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA PLOETZPres/Vice Pr-$0--
PATRICIA PLOETZSecretary-$0--
STEVE PLOETZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Charles J Ploetz Family Foundation
EIN
39-1956306
Phone
6082716361
Address
C/O PAM PLOETZ 10 WHITE OAKS LN, MADISON, WI 53711

Signing Officer

Name
Pamela Ploetz
Title
Pres/vice Pres
Phone
6082716361
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Miller Brussell Ebben & Glaeske LLC
Address
611 E WISCONSIN ST, PORTAGE, WI 53901
Preparer
Joseph R Peterson
Phone
6087422103
Raw XML Appendix333 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt49000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOOD FOR NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7BLEACHERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAUK PRAIRIE DOLLARS FOR SCHOLARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VALLEY OF LADY MONASTERY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SCHOOL DIST LODI SCHOLARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GOOD NEIGHBORS CLINIC OF SP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SAUK PRAIRIE FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAUK PRAIRIE AREA HISTORICAL SOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FRIENDS OF RUTH CULVER COMM LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CHUCK HALL BLEACHER FUNDRAISER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0105 NINTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1E11096 YANKE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21100 SAUK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31906 NORTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41906 NORTH 5TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5565 WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6540 WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7700 VFW DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PRAIRIE DU SAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PRAIRIE DU SAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LODI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PRAIRIE DU SAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PRAIRIE DU SAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PRAIRIE DU SAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PRAIRIE DU SAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PRAIRIE DU SAC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253555
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653578
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753578
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014911
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014911
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023089
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022812
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022130
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018501
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018501
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0110933
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023089
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022130
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019813
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023089
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0129434
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0106345
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DEPT OF FINANCIAL INST FILIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt049
TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt02023 EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt049
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA PLOETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/VICE PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum06082716361
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES J PLOETZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0391956306
ReturnHeader/Filer/PhoneNum06082716361
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PAM PLOETZ 10 WHITE OAKS LN
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390888608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER BRUSSELL EBBEN & GLAESKE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 E WISCONSIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053901
ReturnHeader/PreparerPersonGrp/PhoneNum06087422103
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH R PETERSON
ReturnHeader/ReturnTs02025-05-19T11:54:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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