Civic Intelligence

Koeppen-Gerlach Foundation Inc.

990PF • Fiscal year 2011 • EIN 39-2002931

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 09, 2011

Organization Profile
C/O Marshall Ilsley Tr CO PO Box 2953201
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

74th percentile

$9,647

Higher top officer pay than 74% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,178,892

No earlier filing loaded for comparison.

Net Assets

$1,178,892

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$99,047

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,178,892Liabilities 2011: $0Net Assets 2011: $1,178,8922011Assets 2012: $1,123,615Liabilities 2012: $02012Assets 2013: $1,180,286Liabilities 2013: $02013Assets 2014: $1,142,062Liabilities 2014: $02014Assets 2015: $1,158,399Liabilities 2015: $02015Assets 2016: $1,165,508Liabilities 2016: $1Net Assets 2016: $1,165,5082016Assets 2017: $1,110,265Liabilities 2017: $0Net Assets 2017: $1,110,2652017Assets 2018: $1,038,753Liabilities 2018: $0Net Assets 2018: $1,038,7532018Assets 2019: $974,449Liabilities 2019: $0Net Assets 2019: $974,4492019Assets 2020: $1,066,809Liabilities 2020: $1Net Assets 2020: $1,066,8092020Assets 2021: $964,981Liabilities 2021: $1Net Assets 2021: $964,9812021Assets 2022: $891,501Liabilities 2022: $1Net Assets 2022: $891,5012022Assets 2023: $1,001,515Liabilities 2023: $1Net Assets 2023: $1,001,5152023Assets 2024: $935,702Liabilities 2024: $1Net Assets 2024: $935,7022024Assets 2025: $961,282Liabilities 2025: $0Net Assets 2025: $961,2822025

Highlighted filing

2011

Assets$1,178,892
Liabilities$0
Net Assets$1,178,892
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $99,0472011Revenue 2012: $51,963Expenses 2012: $106,116Net Income 2012: -$54,1532012Revenue 2013: $96,524Expenses 2013: $39,850Net Income 2013: $56,6742013Revenue 2014: $103,978Expenses 2014: $142,199Net Income 2014: -$38,2212014Revenue 2015: $80,883Expenses 2015: $64,208Net Income 2015: $16,6752015Revenue 2016: $167,592Expenses 2016: $160,483Net Income 2016: $7,1092016Revenue 2017: $7,159Expenses 2017: $62,410Net Income 2017: -$55,2512017Revenue 2018: $57,495Expenses 2018: $128,851Net Income 2018: -$71,3562018Revenue 2019: $67,739Expenses 2019: $135,430Net Income 2019: -$67,6912019Revenue 2020: $172,057Expenses 2020: $79,697Net Income 2020: $92,3602020Revenue 2021: $29,612Expenses 2021: $131,759Net Income 2021: -$102,1472021Revenue 2022: $79,503Expenses 2022: $153,104Net Income 2022: -$73,6012022Revenue 2023: $200,503Expenses 2023: $89,135Net Income 2023: $111,3682023Revenue 2024: $58,780Expenses 2024: $97,338Net Income 2024: -$38,5582024Revenue 2025: $275,240Expenses 2025: $273,287Net Income 2025: $1,9532025

Highlighted filing

2011

Revenue-
Expenses$99,047
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 9, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Manager-$9,647-$9,647
RITA GREERPresident-$0--
THOMAS BOETTCHERTreasurer-$0--
DAVID AFFELDTSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFAITHEVANGELICAL LUTHERAN CHURCHGENERAL PURPOSEN/AMILWAUKEE, WI, US$30,000
Paid GrantCHILDREN'S HOSPITAL OF WISCONSINGENERAL PURPOSEN/AMILWAUKEE, WI, US$21,000
Paid GrantFROEDERT HOSPITAL FOUNDATIONGENERAL PURPOSEN/AMILWAUKEE, WI, US$10,000
Paid GrantMILWAUKEE COUNTY HISTORICAL SOCIETYGENERAL PURPOSEN/AMILW, WI, US$10,000
Paid GrantMILWAUKEE INSTITUTE OF ART & DESIGNGENERAL PURPOSEN/AMILWAUKEE, WI, US$7,500
Paid GrantTEN CHIMNEYS FOUNDATIONGENERAL PURPOSEN/AGENESEE DEPOT, WI, US$5,000
Filing and Contact Details

Filer

EIN
39-2002931
Raw XML AppendixShowing 400 of 410 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0SEE ATTACHED SCHEDULE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet049724
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ASTON MONTAG & CALDWELL GTH FD 2637.693 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DAVIS NY VENTURE FD CL Y 384.384 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DWS ALTERNATIVE ASSET ALLOCATION 2080 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3TEMPLETON GLOBAL BOND FUND AD 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4FIDELITY ADVISOR STRATEGIC INCOME FD 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5HARBOR FD CAP APPRECIATION FD 650.762 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ASTON/FAIRPOINTE MID CAP FD CL I 760 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7HARRIS OAKMARK INTL FD 2449.579 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8MARSHALL AGGREGATE BOND FD 5651.145 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9MARSHALL CORE PLUS BOND FD 7355.486 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10MARSHALL GOVT INCOME FD CL Y 3092.749 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MARSHALL LARGE CAP VALUE FD I 3500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12MARSHALL MID CAP GROWTH FD CL I 2000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MARSHALL MID CAP VALUE FD CL I 3000 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14MARSHALL SHORT INTERMEDIATE BD CL Y 10000.391 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15MARSHALL SHORT TERM INCOME FUND CL Y 13889.443 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16MFS INTERNATIONAL GROWTH FD 1450.888 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17PIMCO INVESTMENT GRADE CORP BD FD 4000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18ROYCE HERITAGE FUND 1350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CALDWELL & ORKIN MARKET OPPORTUNITY FD 1000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21VANGUARD INSTITUTIONAL INDEX FD 1119.932 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22WESTCORE SMALL-CAP VALUE FD 1000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23INVESCO SMALL CAP EQUITY FD 800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24WESTPORT SELECT CAP FUND INST 600.763 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25PIMCO COMMODITY REALRETURN STRATEGY FD 3400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26ALLIANZ NFJ DIVD VALUE FD 6900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27T ROWE PRICE DIVID GROWTH FD COM 660 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28T ROWE PRICE GROWTH STK FD 1700.366 SHS
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KOEPPEN-GERLACH FOUNDATION INC CO D
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04143214560
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine108741 W NATIONAL AVE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WEST ALLIS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053227
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0ACCORDING TO BYLAWS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N/A
IRS990PF/SupplementaryInformation/ContributingManager0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount47500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount530000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL PURPOSE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FROEDERT HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TEN CHIMNEYS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MILWAUKEE COUNTY HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MILWAUKEE INSTITUTE OF ART & DESIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15FAITHEVANGELICAL LUTHERAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine109000 W WISCONSIN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine119200 W WISCONSIN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 225
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13910 NORTH OLD WORLD 3RD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14273 E ERIE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151000 S LAYTON BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GENESEE DEPOT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MILW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode153226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode253127
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode453202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode553215
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear083500
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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/AppliedToCurrentYear035420
IRS990PF/UndistributedIncome/AppliedToYear1053360
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted064076
IRS990PF/UndistributedIncome/QualifyingDistributions088780
IRS990PF/UndistributedIncome/UndistributedIncomeCY028656
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear053360
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0Rounding
TaxesSchedule/Taxes/Amount0409
TaxesSchedule/Taxes/Amount1211
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN
TaxesSchedule/Taxes/NetInvestmentIncome0211
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0392002931
ReturnHeader/Filer/Name/BusinessNameLine10KOEPPEN-GERLACH FOUNDATION
ReturnHeader/Filer/NameControl0KOEP
ReturnHeader/Filer/Phone04148153802
ReturnHeader/Filer/USAddress/AddressLine10C/O MARSHALL ILSLEY TR CO PO BOX 29
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-11-09
ReturnHeader/Officer/Name0THOMAS BOETTCHER
ReturnHeader/Officer/Phone04148153802
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02011-11-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400

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
$1,178,892
Liabilities
$0
Net assets
$1,178,892
Revenue
-
Expenses
$99,047
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.28$0.27$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.20$0.09$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.13$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.17$0.08$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.01$0.06$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.17$0.16$0.01
2015Summary only. Only limited summary data is available for this year.$1.16$0.00$0.08$0.06$0.02
2014Summary only. Only limited summary data is available for this year.$1.14$0.00$0.10$0.14$0.04
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$0.10$0.04$0.06
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.05$0.11$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.10