Civic Intelligence

James E & John a Keyes Families Foundation Inc

990PF • Fiscal year 2016 • EIN 39-1963274

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
788 N Jefferson Street Rm/Ste 900Milwaukee, WI 53202

(262) 549-1700

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

1st percentile

-0.28x

Higher debt load relative to revenue than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

1st percentile

-3217%

Higher net margin than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

21st percentile

-6.3%

Faster asset growth than 21% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$544,352

Down $36,683 (-6.3%) from 2015

Net Assets

Down

$544,672

Down $36,801 (-6.3%) from 2015

Liabilities

Up

-$320

Up $118 (+27%) from 2015

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin1st percentile

Revenue

Down

$1,144

Down $28,542 (-96%) from 2015

Expenses

Down

$37,945

Down $663 (-1.7%) from 2015

Net Income

Down

-$36,801

Down $27,879 (-312%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $623,531Liabilities 2010: -$96Net Assets 2010: $623,6272010Assets 2011: $605,582Liabilities 2011: -$173Net Assets 2011: $605,7552011Assets 2012: $601,093Liabilities 2012: $267Net Assets 2012: $600,8262012Assets 2013: $588,313Liabilities 2013: -$25Net Assets 2013: $588,3382013Assets 2014: $590,606Liabilities 2014: $211Net Assets 2014: $590,3952014Assets 2015: $581,035Liabilities 2015: -$438Net Assets 2015: $581,4732015Assets 2016: $544,352Liabilities 2016: -$320Net Assets 2016: $544,6722016Assets 2017: $550,734Liabilities 2017: $393Net Assets 2017: $550,3412017Assets 2018: $517,529Liabilities 2018: -$465Net Assets 2018: $517,9942018Assets 2019: $521,602Liabilities 2019: -$98Net Assets 2019: $521,7002019Assets 2020: $477,095Liabilities 2020: -$386Net Assets 2020: $477,4812020Assets 2021: $491,671Liabilities 2021: $266Net Assets 2021: $491,4052021Assets 2022: $458,704Liabilities 2022: -$572Net Assets 2022: $459,2762022Assets 2023: $438,919Liabilities 2023: $1Net Assets 2023: $438,9192023Assets 2024: $440,074Liabilities 2024: $0Net Assets 2024: $440,0742024Assets 2025: $431,964Liabilities 2025: $0Net Assets 2025: $431,9642025

Highlighted filing

2016

Assets$544,352
Liabilities-$320
Net Assets$544,672
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$100K$50K$0-$50KExpenses 2010: $38,4062010Expenses 2011: $42,3352011Expenses 2012: $34,8422012Revenue 2013: $24,464Expenses 2013: $36,952Net Income 2013: -$12,4882013Revenue 2014: $41,715Expenses 2014: $39,658Net Income 2014: $2,0572014Revenue 2015: $29,686Expenses 2015: $38,608Net Income 2015: -$8,9222015Revenue 2016: $1,144Expenses 2016: $37,945Net Income 2016: -$36,8012016Revenue 2017: $42,134Expenses 2017: $36,465Net Income 2017: $5,6692017Revenue 2018: $6,291Expenses 2018: $38,638Net Income 2018: -$32,3472018Revenue 2019: $42,572Expenses 2019: $38,866Net Income 2019: $3,7062019Revenue 2020: -$6,348Expenses 2020: $37,871Net Income 2020: -$44,2192020Revenue 2021: $53,860Expenses 2021: $39,936Net Income 2021: $13,9242021Revenue 2022: $7,082Expenses 2022: $39,211Net Income 2022: -$32,1292022Revenue 2023: $16,248Expenses 2023: $36,605Net Income 2023: -$20,3572023Revenue 2024: $36,356Expenses 2024: $35,201Net Income 2024: $1,1552024Revenue 2025: $27,255Expenses 2025: $35,365Net Income 2025: -$8,1102025

Highlighted filing

2016

Revenue$1,144
Expenses$37,945
Net Income-$36,801
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KEYESPresident-$0--
JOHN A KEYESVice Preside-$0--
JOHN P MILLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
James E & John a Keyes Families
EIN
39-1963274
Phone
2625491700
Address
788 N JEFFERSON STREET RM/STE 900, MILWAUKEE, WI 53202

Signing Officer

Name
John a Keyes
Title
Vice President
Phone
2625491700
Signed
2017-05-12

Preparer

Firm
Hoye & Assoc Ltd
Address
820 PHILLIP DR STE A, WAUKESHA, WI 53186-5920
Preparer
Thomas Hoye
Phone
2625491700
Raw XML AppendixShowing 400 of 599 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-13378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt66790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt813150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt919955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1013210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1226759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1317557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FEDERATED STRATEGIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HARBOR INTERNATIONAL INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DGHM ALL CAP VALUE INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MERGER FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HARBOR CAP APPRECIATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SCHWAB US DIVIDEND EQUITY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6RIDGEWORTH SEIX FLOAT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LOOMIS SAYLES FDS INVT GRD BD A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCHWAB EMERGING MARKETS EQUITY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SCHWAB US LARGE-CAP VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10FEDERATED STRATEGI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SCHWAB US DIVIDEND EQUITY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DGHM ALL CAP VALUE INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DGHM ALL CAP VALUE INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14HARBOR INTERNATIONAL INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15DRIEHAUS ACTIVE INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16LEUTHOLD CORE INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-16461
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3442
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36801
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0544672
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0581473
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0544672
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027768
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027768
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027768
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027886
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0118
IRS990PF/DistributableAmountGrp/TotalTaxAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0118
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0438
IRS990PF/FMVAssetsEOYAmt0564984
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt031103
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05333
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0136125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0114447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0108981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0413807
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0424572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0450670
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0-438
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0-320
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0581473
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0544672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0581035
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0544352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0564984
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0-438
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0-320
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0581035
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0544352
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0581473
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0544672
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0566216
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020677
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0545539
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08493
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027886
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0557723
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0566216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY KEYES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN A KEYES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN P MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01500 LEGION DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt118320 LAMPLIGHTER COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2788 N JEFFERSON SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ELM GROVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt028539
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt031718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt032500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt030300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt028300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt036363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0557723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0606806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0640183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0619408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0609668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0632589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt031800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.255857
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt031682
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt031800
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0118
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt031800
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,352
Liabilities
-$320
Net assets
$544,672
Revenue
$1,144
Expenses
$37,945
Net income
-$36,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.27$0.35$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.36$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.16$0.37$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.59$0.01$4.59$0.07$0.39$0.32
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.91$0.54$0.40$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.06$0.38$0.44
2019Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.43$0.39$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.06$0.39$0.32
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.50$0.42$0.36$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.45$0.01$0.38$0.37
2015Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.30$0.39$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.90$0.42$0.40$0.02
2013Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.24$0.37$0.12
2012Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.35
2011Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.42
2010Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.38