Civic Intelligence

William a Ketterer & Paul a Ketterer Foundation Inc.

990PF • Fiscal year 2019 • EIN 39-1968282

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

Organization Profile
N9649 Highway EMukwonago, WI 53149

(262) 642-7412

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-91%

Higher net margin than 6% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-20%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$663,979

Down $20,303 (-3.0%) from 2018

Net Assets

Down

$663,979

Down $20,303 (-3.0%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin6th percentile

Revenue

Down

$26,487

Down $6,454 (-20%) from 2018

Expenses

Down

$50,681

Down $1,603 (-3.1%) from 2018

Net Income

Down

-$24,194

Down $4,851 (-25%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2011: $731,245Liabilities 2011: $0Net Assets 2011: $731,2452011Assets 2012: $702,321Liabilities 2012: $0Net Assets 2012: $702,3212012Assets 2013: $710,235Liabilities 2013: $1Net Assets 2013: $710,2352013Assets 2014: $716,662Liabilities 2014: $1,313Net Assets 2014: $715,3492014Assets 2015: $726,684Liabilities 2015: $1Net Assets 2015: $726,6842015Assets 2016: $689,771Liabilities 2016: $0Net Assets 2016: $689,7712016Assets 2017: $697,672Liabilities 2017: $0Net Assets 2017: $697,6722017Assets 2018: $684,282Liabilities 2018: $0Net Assets 2018: $684,2822018Assets 2019: $663,979Liabilities 2019: $1Net Assets 2019: $663,9792019Assets 2020: $633,072Liabilities 2020: $1Net Assets 2020: $633,0722020Assets 2021: $672,163Liabilities 2021: $1Net Assets 2021: $672,1632021Assets 2022: $611,339Liabilities 2022: $1Net Assets 2022: $611,3392022Assets 2023: $517,390Liabilities 2023: $1Net Assets 2023: $517,3902023Assets 2024: $494,788Liabilities 2024: $0Net Assets 2024: $494,7882024

Highlighted filing

2019

Assets$663,979
Liabilities$1
Net Assets$663,979
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $56,4852011Expenses 2012: $59,2972012Revenue 2013: $17,937Expenses 2013: $12,555Net Income 2013: $5,3822013Revenue 2014: $44,455Expenses 2014: $42,604Net Income 2014: $1,8512014Revenue 2015: $47,356Expenses 2015: $49,936Net Income 2015: -$2,5802015Revenue 2016: -$3,431Expenses 2016: $37,854Net Income 2016: -$41,2852016Revenue 2017: $53,068Expenses 2017: $45,167Net Income 2017: $7,9012017Revenue 2018: $32,941Expenses 2018: $52,284Net Income 2018: -$19,3432018Revenue 2019: $26,487Expenses 2019: $50,681Net Income 2019: -$24,1942019Revenue 2020: $10,426Expenses 2020: $46,302Net Income 2020: -$35,8762020Revenue 2021: $105,261Expenses 2021: $66,570Net Income 2021: $38,6912021Revenue 2022: -$17,936Expenses 2022: $42,974Net Income 2022: -$60,9102022Revenue 2023: -$51,832Expenses 2023: $42,117Net Income 2023: -$93,9492023Revenue 2024: $17,866Expenses 2024: $40,468Net Income 2024: -$22,6022024

Highlighted filing

2019

Revenue$26,487
Expenses$50,681
Net Income-$24,194
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIAN E KETTERERDirector & President-$0--
MATTHEW MACHIDirector & Secretary-$0--
DAVID W REINECKEDirector-$0--
JAMES A HOLMESDirector-$0--
Filing and Contact Details

Filer

Filer Name
William a Ketterer and Paul a Ketterer
EIN
39-1968282
Phone
2626427412
Address
N9649 HIGHWAY E, MUKWONAGO, WI 53149

Signing Officer

Name
Marian Ketterer
Title
Director
Phone
2626427412
Signed
2020-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
James a Holmes
Phone
2627970400
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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/PropertyDesc0169.492 INVESCO BALANCED RISK ALLOC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc187.451 SHS INVESCO OPPENHEIMER DEVELOPING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc257.298 SHS INVESCO OPPENHEIMER GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 SHS BLACKROCK RESOURCES & COMMODITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4804 SHS CLEARBRIDGE ENERGY MIDSTREAM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5542.869 SHS GOLDMAN SACHS MANAGED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc629 SHS ISHARES EDGE MSCI MIN VOLATILITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc757.577 SHS OPPENHEIMER GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8175 SHS PGIM GLOBAL HIGH YIELD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc997.02 SHS PGIM TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1043 SHS SPDR SERIES TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110 SHS VANGUARD TOTAL BOND MARKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1229 SHS VANGUARD SMALL CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1340 SHS WISDOMTREE EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1455 SHS WISDOMTREE INTL SMALL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01629
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-24194
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03891
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0663979
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0684282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0663979
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031673
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031673
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031673
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031755
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt082
IRS990PF/DistributableAmountGrp/TotalTaxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt082
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01124
IRS990PF/FMVAssetsEOYAmt0646985
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0937
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0970
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0970
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0669829
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0657020
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0640026
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0684282
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0663979
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013516
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05989
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05989
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0684282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0663979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0646985
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0684282
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0663979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0684282
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0663979
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0644763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013177
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0631586
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09671
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031755
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0635092
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0644763
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIAN E KETTERER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTHEW MACHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID W REINECKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES A HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR & PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0N9649 HIGHWAY E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1176 CLAYTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2150 EAST GILMAN STREET PO BOX 1497
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3445 SOUTH MOORLAND ROAD SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MUKWONAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd114612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2537011497
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt031582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt031664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt032593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt030681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt035000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0635092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0654191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0665216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0653121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0697705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0754407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248642
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032318
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032400
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt082
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032400
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$663,979
Liabilities
$1
Net assets
$663,979
Revenue
$26,487
Expenses
$50,681
Net income
-$24,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.18$0.40$0.23
2023Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.52$0.42$0.94
2022Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.18$0.43$0.61
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$1.05$0.67$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.10$0.46$0.36
2019Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.26$0.51$0.24
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.33$0.52$0.19
2017Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.53$0.45$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.03$0.38$0.41
2015Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.47$0.50$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.17$0.01$7.15$0.44$0.43$0.02
2013Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.18$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.59
2011Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.56
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $500k-$1M nonprofits