Civic Intelligence

Koeppen-Gerlach Foundation Inc.

990PF • Fiscal year 2016 • EIN 39-2002931

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

8741 W National AveWest Allis, WI 53227

(414) 321-4560

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

56th percentile

4.2%

Higher net margin than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,165,508

Up $7,109 (+0.6%) from 2015

Net Assets

$1,165,508

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue

Up

$167,592

Up $86,709 (+107%) from 2015

Expenses

Up

$160,483

Up $96,275 (+150%) from 2015

Net Income

Down

$7,109

Down $9,566 (-57%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$1,165,508
Liabilities$1
Net Assets$1,165,508

Operations Trend

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

2016

Revenue$167,592
Expenses$160,483
Net Income$7,109
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA GREERPresident-$0--
THOMAS BOETTCHERBoard Member-$0--
DAVID AFFELDTSecretaryvp-$0--
THOMAS TUTTLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Koeppen-gerlach Foundation
EIN
39-2002931
Address
8741 W NATIONAL AVE, WEST ALLIS, WI 53227

Signing Officer

Name
David Affeldt
Title
Secretaryvp
Phone
4143214560
Signed
2016-11-14
Discuss with paid preparer
No

Preparer

Firm
Affeldt Law Offices SC
Address
8741 West National Avenue, West Allis, WI 53227
Preparer
David A Affeldt
Phone
4143214560
Raw XML AppendixShowing 400 of 407 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RITA GREER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THOMAS BOETTCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID AFFELDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS TUTTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milwaukee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Milwaukee
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014639
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07212
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07212
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012488
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012488
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt126
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0426
TaxesSchedule/TaxesDetail/Amt1668
TaxesSchedule/TaxesDetail/Amt2163
TaxesSchedule/TaxesDetail/CategoryTxt02014 FEDERAL TAXES BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt12015 FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2163
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID AFFELDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARYVP
ReturnHeader/BusinessOfficerGrp/PhoneNum04143214560
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOEPPEN-GERLACH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOEP
ReturnHeader/Filer/EIN0392002931
ReturnHeader/Filer/USAddress/AddressLine1Txt08741 W NATIONAL AVE
ReturnHeader/Filer/USAddress/CityNm0WEST ALLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053227
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391441716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Affeldt Law Offices SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08741 West National Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Allis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053227
ReturnHeader/PreparerPersonGrp/PhoneNum04143214560

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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