Civic Intelligence

Ej Plesko Foundation Inc

990PF • Fiscal year 2012 • EIN 39-1961593

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 26, 2013

Organization Profile
6515 Grand Teton Plaza Suite 300Suite53719
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

44th percentile

-1.6%

Faster asset growth than 44% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$414,965

Down $6,727 (-1.6%) from 2011

Net Assets

Up

$414,965

Up $9,664 (+2.4%) from 2011

Liabilities

Down

$0

Down $16,391 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$31,302

Down $10,371 (-25%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2012

Assets$414,965
Liabilities$0
Net Assets$414,965
Open 2012 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

2012

Revenue-
Expenses$31,302
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 26, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd 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 SYMPHONY ORCHESTRASUPPORT FOR THE ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$5,000
Paid GrantST PETERS CATHOLIC CHURCHSUPPORT FOR ORGANIZATION'S MISSION501(C)(3)MADISON, WI, US$950
Paid GrantST PETERS CATHOLIC CHURCHTO SUPPORT THE ORGANIZATION'S MISSION501(C)(3)MILWAUKEE, WI, US$500
Paid GrantST BENEDICTS PARISHSUPPORT FOR THE ORGANIZATION'S MISSION501(C)(3)FONTANA, WI, US$150
Filing and Contact Details

Filer

EIN
39-1961593
Raw XML Appendix346 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ERWIN J PLESKO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1TIMOTHY W SHERRY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ANDREW E PLESKO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12137 DEWEY AVENUE
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear06600
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018004
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108224
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20103156
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30176659
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus011404
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY011404
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0276635
IRS990PF/UndistributedIncome/ExcessFromYear108224
IRS990PF/UndistributedIncome/ExcessFromYear20103156
IRS990PF/UndistributedIncome/ExcessFromYear30165255
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions06600
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0276635
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0288039
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions08062
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine106515 GRAND TETON PLAZA SUITE 300
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MADISON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode053719
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0PLESKO PROPERTIES LLC
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0DEDUCTIONS PER UBS CARLYLE K-1
OtherExpensesSchedule/OtherExpenses/Description1INCOME TAX PAYMENTS
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015181
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome12926
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015181
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12926
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0719
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0719
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue016391
OtherLiabilitiesSchedule/OtherLiabilities/Description0MARGIN LOAN
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0172
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0172
ReturnHeader/BuildTS02016-02-24 21:20:13Z
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/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053719
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-26
ReturnHeader/Officer/Name0ERWIN J PLESKO
ReturnHeader/Officer/Phone06088318181
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-08-26
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/Name0TIMOTHY W SHERRY
ReturnHeader/Preparer/Phone06088318181
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-04T10:58:49-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,965
Liabilities
$0
Net assets
$414,965
Revenue
-
Expenses
$31,302
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