Mequon-Thiensville Community Foundation Inc.

990EZ • Fiscal year 2013 • EIN 39-1961314

Jan 01, 2013 to Dec 31, 2013 • Filed on May 11, 2014

Organization Profile www.mcfgives.org

PO Box 52Mequon, WI 53092

(414) 961-5242

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

22%

Higher net margin than 79% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

21%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

107%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$128,060

Up $22,418 (+21%) from 2012

Net Assets

$128,060

Up $22,418 (+21%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin79th percentile

Revenue

$102,495

Up $52,867 (+107%) from 2012

Expenses

$80,077

Up $55,671 (+228%) from 2012

Net Income

Down

$22,418

Down $2,804 (-11%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

Highlighted filing

2013

Assets$128,060

Liabilities$0

Net Assets$128,060

Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2013

Revenue$102,495

Expenses$80,077

Net Income$22,418

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 11, 2014
Return Version: 2013v3.1
Gross Receipts: $102,495

Mission and Program Overview

Mission

COMMUNITY FOUNDATION

Program Services

Description	Grants	Expenses
CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF COMMUNITY PROGRAMS	$74,303	$80,077

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KATHY PEDERSON	President	-	$0	-	-
MELISSA NIMKE	Vice President	-	$0	-	-
JULIE PETRI	Secretary	-	$0	-	-
TRISH MCENERNEY	Treasurer	-	$0	-	-
JIM JURACK	Past President	-	$0	-	-
STEPHANIE COX	Director	-	$0	-	-
ERIN EAMAN	Director	-	$0	-	-
LINDA MALY	Director	-	$0	-	-
ANDREW PETZOLD	Director	-	$0	-	-
JANE WIERZBA	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 39-1961314
Phone: 4149615242

Signing Officer

Name: Trish Mcenerney
Title: Treasurer
Phone: 4149615242
Signed: 2014-05-11

Preparer

Preparer: David Krause
Phone: 2623779988

Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Community support community support friends of jonathan clark house none 47452. Community support community support rennicke fields none 11908. Community support community support none 14943.”

Form 990EZ, Part I, Line 16

“Office and administrative 5334.”

Raw XML Appendix175 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	TRISH MCENERNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4149615242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	PO BOX 52
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	105642
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	128060
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CntrctRcvdGreaterThan100KCnt	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	102429
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	22418
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	440
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	105642
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	128060
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	74303
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	102495
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	66
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	105642
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	128060
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	105642
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	128060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	6	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	7	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	8	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	9	3.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	6	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	7	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	8	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	9	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	KATHY PEDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MELISSA NIMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JULIE PETRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	TRISH MCENERNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	JIM JURACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	STEPHANIE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	ERIN EAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	LINDA MALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	ANDREW PETZOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	JANE WIERZBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	7	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	8	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	9	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherEmployeePaidOver100kCnt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	5334
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	COMMUNITY FOUNDATION
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF COMMUNITY PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	74303
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	80077
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	WI
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	80077
IRS990EZ/TotalProgramServiceExpensesAmt	0	80077
IRS990EZ/TotalRevenueAmt	0	102495
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	www.mcfgives.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	102429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	49505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt	0	17961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	17261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	6246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	193402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	66
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	856
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	1385
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.67010
IRS990ScheduleA/PublicSupportCY509Pct	0	0
IRS990ScheduleA/PublicSupportPY170Pct	0	0.57860
IRS990ScheduleA/PublicSupportTotal170Amt	0	130534
IRS990ScheduleA/PublicSupportTotal509Amt	0	0
IRS990ScheduleA/SubstantialContributorsTotAmt	0	62868
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	102429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	49505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	17961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	17261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	6246
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	193402
IRS990ScheduleA/TotalSupportAmt	0	194787
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	COMMUNITY SUPPORT COMMUNITY SUPPORT FRIENDS OF JONATHAN CLARK HOUSE NONE 47452. COMMUNITY SUPPORT COMMUNITY SUPPORT RENNICKE FIELDS NONE 11908. COMMUNITY SUPPORT COMMUNITY SUPPORT NONE 14943.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	OFFICE AND ADMINISTRATIVE 5334.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TRISH MCENERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4149615242
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	MEQUON COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	MEQU
ReturnHeader/Filer/EIN	0	391961314
ReturnHeader/Filer/PhoneNum	0	4149615242
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 52
ReturnHeader/Filer/USAddress/City	0	MEQUON
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Krause & Associates SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1214 Bridge Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Grafton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	53024
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2623779988
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID KRAUSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2014-07-15T14:12:11-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $128,060
Liabilities: $0
Net assets: $128,060
Revenue: $102,495
Expenses: $80,077
Net income: $22,418

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.97	$0.00	$7.97	$3.22	$1.13	$2.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.82	$0.00	$5.82	$2.99	$0.94	$2.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.70	$0.00	$3.70	$1.64	$1.18	$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.53	$0.00		$1.44	$0.93	$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.94	$0.00	$2.94	$1.77	$1.27	$0.50
2019Detailed filing. Detailed filing data is available for this year.	$2.22	$0.00	$2.22	$0.72	$0.46	$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.74	$0.00		$0.66	$0.68	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$1.84	$0.00	$1.84	$0.51	$0.18	$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.50	$0.00	$1.50	$0.35	$0.28	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$1.44	$0.00	$1.44	$0.59	$0.07	$0.52
2014Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.28	$0.64	$0.36
2013Detailed filing. Detailed filing data is available for this year.	$1.28	$0.00	$1.28	$1.02	$0.80	$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.06		$1.06	$0.50	$0.24	$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.80		$0.80	$0.18	$0.08	$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.70		$0.70	$0.17	$0.07	$0.11