Civic Intelligence

Koeppen-Gerlach Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-2002931

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 03, 2021

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

2nd percentile

-345%

Higher net margin than 2% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

10th percentile

-9.5%

Faster asset growth than 10% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$964,981

Down $101,828 (-9.5%) from 2020

Net Assets

Down

$964,981

Down $101,828 (-9.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin2nd percentile

Revenue

Down

$29,612

Down $142,445 (-83%) from 2020

Expenses

Up

$131,759

Up $52,062 (+65%) from 2020

Net Income

Down

-$102,147

Down $194,507 (-211%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2021

Assets$964,981
Liabilities$1
Net Assets$964,981
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$29,612
Expenses$131,759
Net Income-$102,147
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS BOETTCHERVice President-$0--
DAVID AFFELDTPresident-$0--
THOMAS TUTTLETreasurersecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PROGRAM SUPPORTPCMILWAUKEE, WI, US$25,000
Paid Grant-PROGRAM SUPPORTPCFRANKLIN, WI, US$20,000
Paid Grant-PROGRAM SUPPORTPCMILWAUKEE, WI, US$15,000
Paid Grant-PROGRAM SUPPORTPCMILWAUKEE, WI, US$10,000
Paid Grant-PUBLIC SUPPORTPCMILWAUKEE, WI, US$10,000
Paid Grant-PROGRAM SUPPORTPCGENESEE DEPOT, WI, US$10,000
Paid Grant-PUBLIC SUPPORTPCMILWAUKEE, WI, US$5,000
Paid Grant-PROGRAM SUPPORTPCMILWAUKEE, WI, US$5,000
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
Secretary
Phone
4143214560
Signed
2021-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Affeldt Law Offices Sc
Address
8741 WEST NATIONAL AVENUE, WEST ALLIS, WI 53227
Preparer
David A Affeldt
Phone
4143214560
Raw XML Appendix355 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/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt061385
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08389
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-102147
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0319
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0964981
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt091907
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01531112
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS BOETTCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID AFFELDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS TUTTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURERSECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0111 E KILBOURN AVE
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$964,981
Liabilities
$1
Net assets
$964,981
Revenue
$29,612
Expenses
$131,759
Net income
-$102,147
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