Civic Intelligence

Ej Plesko Foundation Inc

990PF • Fiscal year 2011 • EIN 39-1961593

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 07, 2012

Organization Profile
6515 Grand Teton Plaza Suite 30053719
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

82nd percentile

32%

Faster asset growth than 82% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$421,692

Up $101,530 (+32%) from 2010

Net Assets

Up

$405,301

Up $85,670 (+27%) from 2010

Liabilities

Up

$16,391

Up $15,860 (+2987%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$41,673

Down $95,349 (-70%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0Assets 2010: $320,162Liabilities 2010: $531Net Assets 2010: $319,6312010Assets 2011: $421,692Liabilities 2011: $16,391Net Assets 2011: $405,3012011Assets 2012: $414,965Liabilities 2012: $0Net Assets 2012: $414,9652012Assets 2013: $407,297Liabilities 2013: $1Net Assets 2013: $407,2972013Assets 2014: $322,505Liabilities 2014: $1Net Assets 2014: $322,5052014Assets 2015: $251,066Liabilities 2015: $1Net Assets 2015: $251,0662015Assets 2016: $188,972Liabilities 2016: $0Net Assets 2016: $188,9722016Assets 2017: $159,358Liabilities 2017: $0Net Assets 2017: $159,3582017

Highlighted filing

2011

Assets$421,692
Liabilities$16,391
Net Assets$405,301
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $137,0222010Expenses 2011: $41,6732011Expenses 2012: $31,3022012Revenue 2013: $33,011Expenses 2013: $40,679Net Income 2013: -$7,6682013Revenue 2014: $9,266Expenses 2014: $94,058Net Income 2014: -$84,7922014Revenue 2015: $18,132Expenses 2015: $89,571Net Income 2015: -$71,4392015Revenue 2016: $19,411Expenses 2016: $81,505Net Income 2016: -$62,0942016Revenue 2017: $32,274Expenses 2017: $61,888Net Income 2017: -$29,6142017

Highlighted filing

2011

Revenue-
Expenses$41,673
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 7, 2012
Return Version
2011v1.3
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERWIN J PLESKOPresident-$0--
TIMOTHY W SHERRYVice-Pres-$0--
JENNIFER M RICHEYTreasurer-$0--
ANDREW E PLESKOSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMADISON COMMUNITY FOUNDATIONSUPPORT FOR ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$7,000
Paid GrantMADISON SYMPHONY ORCHESTRASUPPORT FOR THE ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$5,000
Paid GrantUNIVERSITY OF WISCONSIN FOUNDATION INCSUPPORT FOR ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$3,800
Paid GrantIHN CAMPAIGNSUPPORT FOR ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$2,500
Paid GrantST PETERS CATHOLIC CHURCHSUPPORT FOR ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$2,350
Paid GrantST THOMAS AQUINAS CHURCHSUPPORT FOR ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$2,000
Paid GrantREAGAN RANCHSUPPORT FOR ORGANIZATION'S MISSION501(C)(3)HERNDON, VA, US$1,050
Filing and Contact Details

Filer

EIN
39-1961593
Raw XML Appendix388 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
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1315592
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue335690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1335786
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV325620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SIERRA MONITOR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CARLYLE FUND II LLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3WEATHERFORD INTL LTD CHF
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount052068
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount073031
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1REFUND OF EXCISE TAXES PAID
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome0500
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/RelatedOrExemptFunctionIncome11744
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0125099
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome02244
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0127343
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm073031
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps027683
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss027683
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm052068
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss052068
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses085670
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0132209
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm0711
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss0711
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss073031
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0113360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm013272
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss013279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm02244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss02244
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps027690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm013983
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss041673
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0127343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0127343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps07
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm013983
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss013990
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0320162
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0351282
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0361406
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY012578
IRS990PF/BalanceSheets/OtherLiabilitiesEOY016391
IRS990PF/BalanceSheets/ReceivablesFromOfficersBOY00
IRS990PF/BalanceSheets/ReceivablesFromOfficersEOY058519
IRS990PF/BalanceSheets/ReceivablesFromOfficersEOYFMV058519
IRS990PF/BalanceSheets/RetainedEarningsBOY0319631
IRS990PF/BalanceSheets/RetainedEarningsEOY0405301
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY012047
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY011891
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV011891
IRS990PF/BalanceSheets/TotalAssetsBOY0332209
IRS990PF/BalanceSheets/TotalAssetsEOY0421692
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0431816
IRS990PF/BalanceSheets/TotalLiabilitiesBOY012578
IRS990PF/BalanceSheets/TotalLiabilitiesEOY016391
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0332209
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0421692
IRS990PF/BalanceSheets/TotalNetAssetsBOY0319631
IRS990PF/BalanceSheets/TotalNetAssetsEOY0405301
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome073031
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis054869
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis117120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis215295
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis311414
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-09-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-11-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SIERRA MONITOR CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1FREEPORT-MCMORAN COPPER & GOLD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FREEPORT-MCMORAN COPPER & GOLD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3WEATHERFORD INTL LTD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss013374
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss146847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss211721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss31089
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses013374
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses146847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses211721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses31089
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice068243
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice163967
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice227016
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice312503
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses085670
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0405301
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0319631
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0405301
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted019466
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj019466
IRS990PF/DistributableAmount/DistributableAmountBeforeDed019466
IRS990PF/DistributableAmount/MinimumInvestmentReturn021733
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02267
IRS990PF/DistributableAmount/TotalTax02267
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02267
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02267
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02267
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02273
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0431816
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0441286
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances036112
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0405174
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable06619
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn021733
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0434667
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0441286
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ERWIN J PLESKO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TIMOTHY W SHERRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JENNIFER M RICHEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ANDREW E PLESKO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE-PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106515 GRAND TETON PLAZA SUITE 300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11P O BOX 44966
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12C/O ERWIN J PLESKO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13C/O ERWIN J PLESKO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MADISON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MADISON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MADISON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3MADISON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053719
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1537444966
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode253719
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode353719
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct067917
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets066783
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.153641
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.324114
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.38371
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.014841
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.019819
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.025723
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0434667
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10374495
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20529379
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30497611
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40460170
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50481622
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01134
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions027690
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10121379
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20203128
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear307385
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear409120
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5012389
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.768207
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions027690
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions027690
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions027690
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10TIMOTHY W SHERRY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06088318181
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101221 JOHN Q HAMMONS DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MADISON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053717
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WI
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0true
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RelyingCurrNoticeDisasterAsst20X
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12350
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount37000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41050
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount65000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT FOR ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT FOR ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT FOR ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SUPPORT FOR ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SUPPORT FOR ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SUPPORT FOR ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SUPPORT FOR THE ORGANIZATION'S MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF WISCONSIN FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST PETERS CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12IHN CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MADISON COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14REAGAN RANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15ST THOMAS AQUINAS CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16MADISON SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101848 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115001 N SHERMAN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12128 E OLIN AVENUE STE 202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132 SCIENCE COURT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14FM KIRBY FREEDOM CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15602M EVERGLADE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16222 W WASHINGTON AVENUE SUITE 460
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20110 ELDEN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HERNDON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6MADISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053726
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153704
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253713
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353705
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode420170
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode553717
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode653703
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear023700
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear019466
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted019466
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10103156
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20176659
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0288039
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08224
IRS990PF/UndistributedIncome/ExcessFromYear10103156
IRS990PF/UndistributedIncome/ExcessFromYear20176659
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions027690
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08224
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0288039
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0279815
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1REGISTRATION
OtherExpensesSchedule/OtherExpenses/Description2DEDUCTIONS PER UBS CARLYLE K-1
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps04
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps13
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome012
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome17
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome213253
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks016
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks213253
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncome/Description1OVERPAYMENT OF EXCISE TAXES
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0500
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome11744
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0500
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks11744
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue012578
OtherLiabilitiesSchedule/OtherLiabilities/Description0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue016391
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0391961593
ReturnHeader/Filer/InCareOfName0% TIMOTHY W SHERRY
ReturnHeader/Filer/Name/BusinessNameLine10EJ PLESKO FOUNDATION INC
ReturnHeader/Filer/Name/BusinessNameLine20% EJ PLESKO
ReturnHeader/Filer/NameControl0EJPL
ReturnHeader/Filer/Phone06088318181
ReturnHeader/Filer/USAddress/AddressLine106515 GRAND TETON PLAZA SUITE 300
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053719
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-07
ReturnHeader/Officer/Name0GERRY MELLO
ReturnHeader/Officer/Phone06088337600
ReturnHeader/Officer/Title0CHIEF FINANCIAL OFFICER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SVA CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101221 JOHN Q HAMMONS DRIVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MADISON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053717
ReturnHeader/Preparer/Name0TIM SHERRY
ReturnHeader/Preparer/Phone06088318181
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-08T08:43:33-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,692
Liabilities
$16,391
Net assets
$405,301
Revenue
-
Expenses
$41,673
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.32$0.62$0.30
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.19$0.82$0.62
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.18$0.90$0.71
2014Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.09$0.94$0.85
2013Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.33$0.41$0.08
2012Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.22$0.16$4.05$0.42
2010Detailed filing. Detailed filing data is available for this year.$3.20$0.01$3.20$1.37