Civic Intelligence

Koeppen-Gerlach Foundation Inc.

990PF • Fiscal year 2017 • EIN 39-2002931

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 23, 2017

Organization Profile
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

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-772%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,110,265

Down $55,243 (-4.7%) from 2016

Net Assets

Down

$1,110,265

Down $55,243 (-4.7%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$7,159

Down $160,433 (-96%) from 2016

Expenses

Down

$62,410

Down $98,073 (-61%) from 2016

Net Income

Down

-$55,251

Down $62,360 (-877%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2017

Assets$1,110,265
Liabilities$0
Net Assets$1,110,265
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

2017

Revenue$7,159
Expenses$62,410
Net Income-$55,251
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

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
2017-10-23
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 Appendix352 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/DistributableAmountGrp/MinimumInvestmentReturnAmt062913
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IRS990PF/MethodOfAccountingCashInd0X
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARYVP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2235 E MICHIGAN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt079644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014639
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071370
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071370
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt094283
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08511
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt08511
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT ON FAIR MARKET VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010098
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt153
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAL FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010098
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt153
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt30
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/Amt1981
TaxesSchedule/TaxesDetail/Amt2358
TaxesSchedule/TaxesDetail/Amt3809
TaxesSchedule/TaxesDetail/CategoryTxt02016 FEDERAL ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt12013 FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt32015 FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2358
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID AFFELDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARYVP
ReturnHeader/BusinessOfficerGrp/PhoneNum04143214560
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-23
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/FilingSecurityInformation/AtSubmissionCreationDeviceId049F46B39072FDE1C261B98AB8FE4E3323DC1742B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId049F46B39072FDE1C261B98AB8FE4E3323DC1742B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03950522017299s1jzppp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.148.200.226
ReturnHeader/FilingSecurityInformation/IPDt02017-10-26
ReturnHeader/FilingSecurityInformation/IPTm016:47:37
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
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Affeldt
ReturnHeader/ReturnTs02017-10-26T16:46:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,110,265
Liabilities
$0
Net assets
$1,110,265
Revenue
$7,159
Expenses
$62,410
Net income
-$55,251
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