Civic Intelligence

Mequon-Thiensville Community Foundation Inc.

990EZ • Fiscal year 2017 • EIN 39-1961314

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

PO Box 52Mequon, WI 53092

(847) 404-9728

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$183,534

Up $33,176 (+22%) from 2016

Net Assets

Up

$183,534

Up $33,176 (+22%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$50,863

Up $16,334 (+47%) from 2016

Expenses

Down

$17,687

Down $10,699 (-38%) from 2016

Net Income

Up

$33,176

Up $27,033 (+440%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$183,534
Liabilities$0
Net Assets$183,534

Operations Trend

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

2017

Revenue$50,863
Expenses$17,687
Net Income$33,176
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$59,536
Mission and Program Overview

Mission

COMMUNITY FOUNDATION

Program Services

DescriptionGrantsExpenses
CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF COMMUNITY PROGRAMS$12,989$17,687
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY PEDERSONPresident-$0--
MELISSA NIMKEVice President-$0--
JULIE PETRISecretary-$0--
LORI LORENZCo-Treasurer-$0--
JIM BUTTONCo-Treasurer-$0--
LEROY BESSLERDirector-$0--
RICHARD JANEZICDirector-$0--
JIM JURACKDirector-$0--
SALLY LYNEDirector-$0--
VANESSA NERBUNDirector-$0--
JANE WIERZBADirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pillars of Comm$15,685$10,300$4,429$5,871
Total Events$15,685$10,300$8,294$2,006
Filing and Contact Details

Filer

Filer Name
Mequon Community Foundation Inc
EIN
39-1961314
Phone
8474049728
Address
PO BOX 52, MEQUON, WI 53092

Signing Officer

Name
Lori Lorenz
Title
Treasurer
Phone
8474049728
Signed
2018-05-09

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

Operations support; operations; city of mequon parks: 11333 n cedarburg road, mequon, wi, 53092; non

Form 990EZ, Part I, Line 10

Operations supoprt; operations; city of mequon police department: 11333 n. Mequon road, mequon, wi,

Form 990EZ, Part I, Line 10

Operations supoprt; operations; city of mequon fire department: 11333 n mequon road, mequon, wi, 530

Form 990EZ, Part I, Line 10

Operations support; operations; johnathan clark house museum: bonniwell and cedarburg road, mequon,

Form 990EZ, Part I, Line 16

Office and administrative 4698.

Raw XML Appendix197 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/PersonNm0LORI LORENZ
IRS990EZ/BooksInCareOfDetail/PhoneNum08474049728
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEQUON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY PEDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MELISSA NIMKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIE PETRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LORI LORENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM BUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEROY BESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RICHARD JANEZIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JIM JURACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SALLY LYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VANESSA NERBUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JANE WIERZBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt04698
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY FOUNDATION
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012989
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017687
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08673
IRS990EZ/SpecialEventsNetIncomeLossAmt02342
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017687
IRS990EZ/TotalProgramServiceExpensesAmt017687
IRS990EZ/TotalRevenueAmt050863
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.mcfgives.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0102429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0218662
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0140
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt066
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0828
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85770
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.79250
IRS990ScheduleA/PublicSupportTotal170Amt0188262
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt030400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0102429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0218662
IRS990ScheduleA/TotalSupportAmt0219490
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05385
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05385
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08294
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PILLARS OF COMM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015685
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010300
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02006
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04429
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04429
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03865
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATIONS SUPPORT; OPERATIONS; CITY OF MEQUON PARKS: 11333 N CEDARBURG ROAD, MEQUON, WI, 53092; NON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATIONS SUPOPRT; OPERATIONS; CITY OF MEQUON POLICE DEPARTMENT: 11333 N. MEQUON ROAD, MEQUON, WI,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OPERATIONS SUPOPRT; OPERATIONS; CITY OF MEQUON FIRE DEPARTMENT: 11333 N MEQUON ROAD, MEQUON, WI, 530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATIONS SUPPORT; OPERATIONS; JOHNATHAN CLARK HOUSE MUSEUM: BONNIWELL AND CEDARBURG ROAD, MEQUON,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office and administrative 4698.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI LORENZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08474049728
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEQUON COMMUNITY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MEQU
ReturnHeader/Filer/EIN0391961314
ReturnHeader/Filer/PhoneNum08474049728
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 52
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0126090000B267E844B9D739F5ACB3F8D80631CAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0126090000B267E844B9D739F5ACB3F8D80631CAA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.131.18.255
ReturnHeader/FilingSecurityInformation/IPDt02018-07-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:45:29
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/PreparationDt02018-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID KRAUSE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-18T06:45:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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