Civic Intelligence

Mequon-Thiensville Community Foundation Inc.

990EZ • Fiscal year 2015 • EIN 39-1961314

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profilewww.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.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

85th percentile

56%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

111%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$144,215

Up $51,741 (+56%) from 2014

Net Assets

Up

$144,215

Up $51,741 (+56%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

Up

$59,004

Up $31,038 (+111%) from 2014

Expenses

Down

$7,263

Down $56,289 (-89%) from 2014

Net Income

Up

$51,741

Up $87,327 (+245%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$800K$600K$400K$200K$0Assets 2010: $70,111Net Assets 2010: $70,1112010Assets 2011: $80,420Net Assets 2011: $80,4202011Assets 2012: $105,642Net Assets 2012: $105,6422012Assets 2013: $128,060Liabilities 2013: $0Net Assets 2013: $128,0602013Assets 2014: $92,474Liabilities 2014: $0Net Assets 2014: $92,4742014Assets 2015: $144,215Liabilities 2015: $0Net Assets 2015: $144,2152015Assets 2016: $150,358Liabilities 2016: $0Net Assets 2016: $150,3582016Assets 2017: $183,534Liabilities 2017: $0Net Assets 2017: $183,5342017Assets 2018: $173,876Liabilities 2018: $02018Assets 2019: $221,937Liabilities 2019: $0Net Assets 2019: $221,9372019Assets 2020: $293,849Liabilities 2020: $0Net Assets 2020: $293,8492020Assets 2021: $352,586Liabilities 2021: $02021Assets 2022: $370,463Liabilities 2022: $0Net Assets 2022: $370,4632022Assets 2023: $582,307Liabilities 2023: $0Net Assets 2023: $582,3072023Assets 2024: $796,643Liabilities 2024: $0Net Assets 2024: $796,6432024

Highlighted filing

2015

Assets$144,215
Liabilities$0
Net Assets$144,215
Open 2015 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $17,460Expenses 2010: $6,704Net Income 2010: $10,7562010Revenue 2011: $18,102Expenses 2011: $7,793Net Income 2011: $10,3092011Revenue 2012: $49,628Expenses 2012: $24,406Net Income 2012: $25,2222012Revenue 2013: $102,495Expenses 2013: $80,077Net Income 2013: $22,4182013Revenue 2014: $27,966Expenses 2014: $63,552Net Income 2014: -$35,5862014Revenue 2015: $59,004Expenses 2015: $7,263Net Income 2015: $51,7412015Revenue 2016: $34,529Expenses 2016: $28,386Net Income 2016: $6,1432016Revenue 2017: $50,863Expenses 2017: $17,687Net Income 2017: $33,1762017Revenue 2018: $65,526Expenses 2018: $68,374Net Income 2018: -$2,8482018Revenue 2019: $71,527Expenses 2019: $45,879Net Income 2019: $25,6482019Revenue 2020: $177,054Expenses 2020: $127,071Net Income 2020: $49,9832020Revenue 2021: $143,561Expenses 2021: $92,959Net Income 2021: $50,6022021Revenue 2022: $163,568Expenses 2022: $118,176Net Income 2022: $45,3922022Revenue 2023: $299,263Expenses 2023: $93,984Net Income 2023: $205,2792023Revenue 2024: $321,861Expenses 2024: $113,048Net Income 2024: $208,8132024

Highlighted filing

2015

Revenue$59,004
Expenses$7,263
Net Income$51,741
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$63,602
Mission and Program Overview

Mission

COMMUNITY FOUNDATION

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF COMMUNITY PROGRAMS$1,775$7,263
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY PEDERSONPresident-$0--
MELISSA NIMKEVice President-$0--
JULIE PETRISecretary-$0--
TRISH MCENERNEYTreasurer-$0--
JIM JURACKPast President-$0--
STEPHANIE COXDirector-$0--
JANE WIERZBADirector-$0--
LINDA MALYDirector-$0--
KATHY MASSEYDirector-$0--
ANDREW PETZOLDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mequon Community Foundation Inc
EIN
39-1961314
Phone
4149615242
Address
PO BOX 52, MEQUON, WI 53092

Signing Officer

Name
Trish Mcenerney
Title
Treasurer
Phone
4149615242
Signed
2016-05-10

Preparer

Firm
Krause & Associates SC
Address
1214 Bridge Street, Grafton, WI 53024
Preparer
David Krause
Phone
2623779988
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Community support; community support; friends of jonathan clark house: 13615 n cedarburg road, mequo”

Form 990EZ, Part I, Line 16

“Office and administrative 5488.”

Raw XML Appendix167 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TRISH MCENERNEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04149615242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 52
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092474
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0144215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt056340
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051741
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092474
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144215
IRS990EZ/FundraisingGrossIncomeAmt07116
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01775
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063602
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0146
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092474
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0144215
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092474
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0144215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt93.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY PEDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA NIMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE PETRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRISH MCENERNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM JURACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JANE WIERZBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDA MALY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHY MASSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANDREW PETZOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt05488
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY FOUNDATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF COMMUNITY PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01775
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07263
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04598
IRS990EZ/SpecialEventsNetIncomeLossAmt02518
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07263
IRS990EZ/TotalProgramServiceExpensesAmt07263
IRS990EZ/TotalRevenueAmt059004
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mcfgives.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0102429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0209350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0141
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0768
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74920
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.73670
IRS990ScheduleA/PublicSupportTotal170Amt0157417
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt051933
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0102429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017961
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0209350
IRS990ScheduleA/TotalSupportAmt0210118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMUNITY SUPPORT; COMMUNITY SUPPORT; FRIENDS OF JONATHAN CLARK HOUSE: 13615 N CEDARBURG ROAD, MEQUO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office and administrative 5488.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISH MCENERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04149615242
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEQUON COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MEQU
ReturnHeader/Filer/EIN0391961314
ReturnHeader/Filer/PhoneNum04149615242
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 52
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Krause & Associates SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01214 Bridge Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grafton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053024
ReturnHeader/PreparerPersonGrp/PhoneNum02623779988
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID KRAUSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-12T07:53:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,215
Liabilities
$0
Net assets
$144,215
Revenue
$59,004
Expenses
$7,263
Net income
$51,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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