Civic Intelligence

Hartwig Family Foundation Inc.

EIN 39-1977500 • Appleton, WI

Pub. 78 Eligible
PO Box 733Appleton, WI 54912-0733
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

20th percentile

-4.2%

Faster asset growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

118%

Faster revenue growth than 89% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,922,967

Down $346,707 (-4.2%) from 2023

Liabilities

Flat

$1

Flat from 2023

Net Assets

Down

$7,922,967

Down $346,707 (-4.2%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$412,148

Up $223,057 (+118%) from 2023

Expenses

Down

$694,997

Down $33,237 (-4.6%) from 2023

Net Income

Up

-$282,849

Up $256,294 (+48%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2012: $3,082,492Liabilities 2012: $02012Assets 2013: $3,418,157Liabilities 2013: $02013Assets 2014: $3,684,291Liabilities 2014: $02014Assets 2015: $3,826,934Liabilities 2015: $02015Assets 2016: $3,915,326Liabilities 2016: $0Net Assets 2016: $3,915,3262016Assets 2017: $8,688,175Liabilities 2017: $0Net Assets 2017: $8,688,1752017Assets 2019: $8,659,343Liabilities 2019: $1Net Assets 2019: $8,659,3432019Assets 2020: $8,422,567Liabilities 2020: $1Net Assets 2020: $8,422,5672020Assets 2021: $8,687,620Liabilities 2021: $1Net Assets 2021: $8,687,6202021Assets 2022: $8,791,723Liabilities 2022: $1Net Assets 2022: $8,791,7232022Assets 2023: $8,269,674Liabilities 2023: $1Net Assets 2023: $8,269,6742023Assets 2024: $7,922,967Liabilities 2024: $1Net Assets 2024: $7,922,9672024

Highlighted filing

2024

Assets$7,922,967
Liabilities$1
Net Assets$7,922,967
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $169,272Expenses 2012: $168,082Net Income 2012: $1,1902012Revenue 2013: $506,114Expenses 2013: $170,449Net Income 2013: $335,6652013Revenue 2014: $448,311Expenses 2014: $182,177Net Income 2014: $266,1342014Revenue 2015: $339,345Expenses 2015: $196,702Net Income 2015: $142,6432015Revenue 2016: $303,353Expenses 2016: $214,961Net Income 2016: $88,3922016Revenue 2017: $6,600,798Expenses 2017: $229,649Net Income 2017: $6,371,1492017Revenue 2019: $500,568Expenses 2019: $602,573Net Income 2019: -$102,0052019Revenue 2020: $344,483Expenses 2020: $581,259Net Income 2020: -$236,7762020Revenue 2021: $852,563Expenses 2021: $583,114Net Income 2021: $269,4492021Revenue 2022: $759,126Expenses 2022: $653,140Net Income 2022: $105,9862022Revenue 2023: $189,091Expenses 2023: $728,234Net Income 2023: -$539,1432023Revenue 2024: $412,148Expenses 2024: $694,997Net Income 2024: -$282,8492024

Highlighted filing

2024

Revenue$412,148
Expenses$694,997
Net Income-$282,849
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,922,967
Liabilities
$1
Net assets
$7,922,967
Revenue
$412,148
Expenses
$694,997
Net income
-$282,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.41$0.69$0.28
2023Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.19$0.73$0.54
2022Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.76$0.65$0.11
2021Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.85$0.58$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.34$0.58$0.24
2019Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.50$0.60$0.10
2017Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$6.60$0.23$6.37
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.30$0.21$0.09
2015Summary only. Only limited summary data is available for this year.$3.83$0.00$0.34$0.20$0.14
2014Summary only. Only limited summary data is available for this year.$3.68$0.00$0.45$0.18$0.27
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$0.51$0.17$0.34
2012Summary only. Only limited summary data is available for this year.$3.08$0.00$0.17$0.17$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA HARTWIGDirector, Pres/Treasurer-$0--
EVELYN HARTWIGDirector, Secretary-$0--
GARY WYNVEENDirector-$0--
HANS HARTWIGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hartwig Family Foundation Inc
EIN
39-1977500
Phone
9202139492
Address
PO BOX 733, APPLETON, WI 54912-0733

Signing Officer

Name
Evelyn Hartwig
Title
President
Phone
9202139492
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
3850 N ALVIN STREET PO BOX 2459, APPLETON, WI 54912-2459
Preparer
Christopher P Schmidt CPA
Phone
9207337385
Raw XML AppendixShowing 400 of 668 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHER PURPOSE OF YOUTH DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FURTHER PURPOSE OF PROVIDING MENTAL HEALTH CARE TO CHILDREN AND TEENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FURTHER PURPOSE OF PROVIDING CLOTHING TO FINANCIALLY CHALLENGED INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FURTHER PURPOSE OF OFFERING HOMELESS INDIVIDUALS SHELTER, FOOD AND TRAINING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO BETTER THE LIVES OF PEOPLE OF ALL ABILITIES THROUGH THE HEALING POWER OF HORSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6FURTHER PURPOSE OF BUILDING IMAGINATION, CREATIVITY AND CONFIDENCE IN APPLETON'S YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SERVE AS A GATHERING PLACE FOR THE COMMUNITY TO ENGAGE IN EDUCATIONAL OPPORTUNITIES AND ENHANCE THE UNDERSTANDING OF LIFE THROUGH THE CREATION AND PRESENTATION OF THE ARTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8BUILDING MAINTENANCE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9OPERATING AND SUPPORTING PROGRAMS AND SERVICES THAT IMPROVE QUALIFTY OF LIFE FOR THOSE EXPERIENCING DEMENTIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10FURTHER PURPOSE OF PROMOTING MUSIC APPRECIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12FURTHER PURPOSE OF OFFERING CRISIS COUNSELING FOR DOMESTIC VIOLENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FURTHER PURPOSE OF PRESERVING HISTORIC HOME USING EARLY EDISON SYSTEM FOR LIGHTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14TO INSPIRE PEOPLE TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY THROUGH EXHIBITION, EDUCATION, AND COLLECTIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15HANS H. HARTWIG SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16FURTHER PURPOSE OF PROVIDING EMERGENCY ASSISTANCE TO THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17MAINTAIN AND OPERATE AN AUTHENTIC DUTCH WINDMILL FOR HISTORICAL AND EDUCATIONAL PURPOSES FOR ALL AGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18FURTHER PURPOSE TO SUPPORT THOSE AFFECTED BY MENTAL ILLNESS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19FURTHER PURPOSE TO CELEBRATE ALL THINGS PAPER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21RECENT CAPITAL CAMPAIGN FOR NEW FACILITY IN MENASHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23FURTHER PURPOSE OF PROVIDING FINANCIAL SUPPORT, ENHANCE MEDICAL CARE, AND FUND CANCER RESEARCH IN THE FOX CITIES AND WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24FURTHER PURPOSE OF RETREAT IN CREATING SPIRITUAL EXPERIENCES FOR YOUTH AND ADULTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25FURTHER PURPOSE OF OFFERING COMMUNITY HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27TO PROVIDE MAINTENANCE TO THE MIDDLE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28PROMOTE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29TO HELP FUND DISTRIBUTON OF FRESH FOOD AND NON-PERISHABLE ITEMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30PROMOTE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31FURTHER PURPOSE OF PROVIDING FACILITIES FOR AGING INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32FURTHER PURPOSE OF ENHANCING QUALITY OF LIFE OF AGING ADULTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33FURTHER PURPOSE OF PROMOTING THE VISUAL ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34UNRESTRICTED CHARITABLE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35FURTHER PURPOSE OF YOUTH DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0APPLETON HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CATALPA HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EXCEPTIONAL EQUESTRIANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOX CITIES PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FOX VALLEY MEMORY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FOX VALLEY SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FRIENDS OF APPLETON PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8HARBOR HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9HEARTHSTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10HISTORY MUSEUM AT THE CASTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11LAWRENCE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LEAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13LITTLE CHUTE WINDMILL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14PAPER DISCOVERY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15PILLARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16SAMARITAN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SISTERS OF ST FRANCIS OF THE HOLY CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18SPIERINGS CANCER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19SPIRITUS MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20ST FRANCIS XAVIER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21ST FRANCIS XAVIER FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22THOMPSON COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23WOMEN'S FUND FOR THE FOX VALLEY REGION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt29PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt30PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt31PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt32PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt33PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt34PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt35PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BOYS AND GIRLS CLUB FOX VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COMMUNITY CLOTHES CLOSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2FOX CITIES CHILDREN'S MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3FOX VALLEY LUTHERAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NAMI - FOX VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ST ELIZABETH HOSPITAL COMMUNITY FOU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ST FRANCIS XAVIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7ST JOSEPH FOOD PROGRAM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8ST MARY CATHOLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9ST PAUL ELDER SERVICES - PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10TROUT MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11YMCA OF THE FOX CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9N/A

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