Civic Intelligence

Dudley Foundation Inc

EIN 39-2003427 • Wausau, WI

500 First Street 2Wausau, WI 54403
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

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

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

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

Net Margin

81st percentile

38%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

41st percentile

$60,000

Higher top officer pay than 41% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

97th percentile

565%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$9,993,465

Up $385,000 (+4.0%) from 2023

Liabilities

Down

$51,718

Down $90,610 (-64%) from 2023

Net Assets

Up

$9,941,747

Up $475,610 (+5.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin81st percentile

Revenue

Up

$838,533

Up $712,364 (+565%) from 2023

Expenses

Up

$520,975

Up $142,197 (+38%) from 2023

Net Income

Up

$317,558

Up $570,167 (+226%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2012: $4,933,187Liabilities 2012: $170,983Net Assets 2012: $4,762,2042012Assets 2013: $5,538,109Liabilities 2013: $109,215Net Assets 2013: $5,428,8942013Assets 2014: $7,509,480Liabilities 2014: $112,6372014Assets 2015: $7,273,001Liabilities 2015: $135,6712015Assets 2016: $7,067,206Liabilities 2016: $40,0952016Assets 2019: $8,466,653Liabilities 2019: $209,9362019Assets 2020: $8,564,446Liabilities 2020: $106,4442020Assets 2021: $10,393,201Liabilities 2021: $27,041Net Assets 2021: $10,366,1602021Assets 2022: $8,877,931Liabilities 2022: $219,036Net Assets 2022: $8,658,8952022Assets 2023: $9,608,465Liabilities 2023: $142,328Net Assets 2023: $9,466,1372023Assets 2024: $9,993,465Liabilities 2024: $51,718Net Assets 2024: $9,941,7472024

Highlighted filing

2024

Assets$9,993,465
Liabilities$51,718
Net Assets$9,941,747
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $205,3822012Revenue 2013: $104,224Expenses 2013: $272,881Net Income 2013: -$168,6572013Revenue 2014: $2,469,873Expenses 2014: $334,665Net Income 2014: $2,135,2082014Revenue 2015: $198,620Expenses 2015: $378,585Net Income 2015: -$179,9652015Revenue 2016: $84,031Expenses 2016: $272,378Net Income 2016: -$188,3472016Revenue 2019: $472,952Expenses 2019: $383,785Net Income 2019: $89,1672019Revenue 2020: $1,230,168Expenses 2020: $352,832Net Income 2020: $877,3362020Revenue 2021: $1,050,004Expenses 2021: $390,666Net Income 2021: $659,3382021Revenue 2022: $592,775Expenses 2022: $717,280Net Income 2022: -$124,5052022Revenue 2023: $126,169Expenses 2023: $378,778Net Income 2023: -$252,6092023Revenue 2024: $838,533Expenses 2024: $520,975Net Income 2024: $317,5582024

Highlighted filing

2024

Revenue$838,533
Expenses$520,975
Net Income$317,558
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,993,465
Liabilities
$51,718
Net assets
$9,941,747
Revenue
$838,533
Expenses
$520,975
Net income
$317,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.99$0.05$9.94$0.84$0.52$0.32
2023Detailed filing. Detailed filing data is available for this year.$9.61$0.14$9.47$0.13$0.38$0.25
2022Detailed filing. Detailed filing data is available for this year.$8.88$0.22$8.66$0.59$0.72$0.12
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.03$10.4$1.05$0.39$0.66
2020Summary only. Only limited summary data is available for this year.$8.56$0.11$1.23$0.35$0.88
2019Summary only. Only limited summary data is available for this year.$8.47$0.21$0.47$0.38$0.09
2016Summary only. Only limited summary data is available for this year.$7.07$0.04$0.08$0.27$0.19
2015Summary only. Only limited summary data is available for this year.$7.27$0.14$0.20$0.38$0.18
2014Summary only. Only limited summary data is available for this year.$7.51$0.11$2.47$0.33$2.14
2013Detailed filing. Detailed filing data is available for this year.$5.54$0.11$5.43$0.10$0.27$0.17
2012Detailed filing. Detailed filing data is available for this year.$4.93$0.17$4.76$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW DUDLEY SHANNONExecutive DirectorPT$45,000-$45,000
MARY C DUDLEYChairman-$0--
ANN D SHANNONPresidentPT$0--
JEFFREY STUBBETreasurer-$0--
PAUL C SCHLINDWIEN IISecretary-$0--
JOHN D DUDLEYDirector-$0--
ROBERT J DUDLEY IIDirector-$0--
CHAD D KANEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARATHON COUNTY HISTORICAL SOCIETYOBSOLETE MEDIA DATA RESCUE CENTER PROJECT; TELLING OUR STORIES: THE NEXT 50 YEARS - 1ST INSTALLMENTPCWAUSAU, WI, US$52,500
Paid GrantROGERS BEHAVIORAL HEALTH FOUNDATIONROGERS IN WAUSAUPCOCONOMOWOC, WI, US$50,000
Paid GrantMONK BOTANICAL GARDENSVISITOR AND EDUCATION CENTER PHASE 1-WAUSAU, WI, US$25,000
Paid GrantJUNIOR ACHIEVEMENT OF WISCONSIN - NORTHCENTRAL WISCONSIN2023-2024 PROGRAMMINGPCMILWAUKEE, WI, US$15,250
Paid GrantBOYS & GIRLS CLUB OF THE WAUSAU AREA INCCAREER & WORKFORCE DEVELOPMENT INITIATIVEPCWAUSAU, WI, US$15,000
Paid GrantPERFORMING ARTS FOUNDATION INC2024 PERFORMING ARTS FUND DRIVEPCWAUSAU, WI, US$15,000
Paid GrantICE AGE TRAIL ALLIANCEMAINTAINING THE PLOVER RIVER SEGMENT OF THE ICE AGE TRAILPCCROSS PLAINS, WI, US$12,500
Paid GrantWISCONSIN HISTORICAL FOUNDATIONA NEW WISCONSIN HISTORY CENTERPCMADISON, WI, US$12,500
Paid GrantRIB MOUNTAIN BOWMENADDITION WITH ADA COMPLIANT ENTRY, BATHROOMS AND KITCHENPCMERRILL, WI, US$10,000
Paid GrantTHE NEIGHBORS' PLACESHARE YOUR HOLIDAYS/THE BABIES PLACEPCWAUSAU, WI, US$10,000
Paid GrantTHE SALVATION ARMY2023 SHARE YOUR HOLIDAYSPCWAUSAU, WI, US$10,000
Paid GrantA WALK IN THEIR SHOESI AM NOT INVISIBLE; OVERCOMING OBSTACLES TO INSPIRE SUCCESSPCMAGNOLIA, DE, US$9,500
Paid GrantHMONG AMERICAN CENTER INCHMOOB ZAJ DAB NEEG AKA THE HMONG STORY PROGRAMPCWAUSAU, WI, US$7,500
Paid GrantTHE LANDING AT THE WOODSON YMCATHE LANDING SENIOR PROM; ANNUAL DANCE PARTYPCWAUSAU, WI, US$6,600
Paid GrantTHE COMMUNITY THEATRE OF WAUSAU INCTHEATER ON THE SIDEPCSCHOFIELD, WI, US$5,623
Paid GrantCHILDCARING INCGOOD START GRANTPCMOSINEE, WI, US$5,000
Paid GrantCOMMUNITY PARTNERS CAMPUS INCSOLAR ENERGYPCWAUSAU, WI, US$5,000
Paid GrantGOOD NEWS PROJECT INCLOADING DOCK UPGRADESPCWAUSAU, WI, US$5,000
Paid GrantSOCIETY OF ST VINCENT DE PAUL CABRINI CONFERENCEST. VINCENT DE PAUL THRIFT STORE PARKING LOT RENOVATIONPCWAUSAU, WI, US$5,000
Paid GrantWAUSAU FREE CLINICWEBSITE DESIGN UPGRADEPCWAUSAU, WI, US$5,000
Paid GrantMARATHON COUNTY50TH ANNUAL CHILDREN'S FESTIVAL; MOVIE IN THE PARK SUMMER SERIES AT THE 400 BLOCKGOVWAUSAU, WI, US$4,110
Paid GrantAMERICAN HEART ASSOCIATIONNATION OF LIFESAVERSPCMILWAUKEE, WI, US$4,000
Paid GrantWAUSAU NORDIC SKI CLUBCOMMUNITY OUTREACH SKI EXPANSIONPCWAUSAU, WI, US$4,000
Paid GrantGIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INCREACHING OUT IN MARATHON COUNTY GRANTPCAPPLETON, WI, US$3,500
Paid GrantALANO CLUB OF WAUSAUWATER MAIN AND CONCRETE REPAIRPCWAUSAU, WI, US$3,300
Paid GrantWAUSAU AMERICAN LEGION POST 10CHALLENGE GRANT FUNDINGPCWAUSAU, WI, US$2,500
Paid GrantWAUSAU CONSERVATORY OF MUSIC INCINTERNATIONAL MUSIC CONCERT & LECTURE SERIESPCWAUSAU, WI, US$2,500
Paid GrantWAUSAU FESTIVAL OF THE ARTS2024 WAUSAU FESTIVAL OF THE ARTS WEEKENDPCWAUSAU, WI, US$2,500
Paid GrantSUMMIT PLAYERS THEATER INCSUMMIT PLAYERS THEATRE 2024 SEASON - A MIDSUMMER NIGHT'S DREAMPCMILWAUKEE, WI, US$2,000
Paid GrantNORTHCENTRAL TECHNICAL COLLEGE FOUNDATIONRICHARD D. DUDLEY FAMILY ENDOWED SCHOLARSHIP - 2024PCWAUSAU, WI, US$1,000
Paid GrantRIVER VALLEY JAZZ SOCIETY LTDJAZZ ON THE RIVERPCWAUSAU, WI, US$500
Paid GrantSOUTH BEACH CHAMBER ENSEMBLESOUTH BEACH UP NORTHPCMIAMI BEACH, FL, US$500
Filing and Contact Details

Filer

Filer Name
Dudley Foundation Inc
EIN
39-2003427
Phone
7158495729
Address
500 FIRST STREET 2, WAUSAU, WI 54403

Signing Officer

Name
Jeff Stubbe
Title
Treasurer
Phone
7158495729
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Raw XML AppendixShowing 400 of 1,064 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-B, LINE 1A(4) - COMPENSATION TO DISQUALIFIED PERSONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE FISCAL YEAR ENDED 06/30/24, THE FOUNDATION PAID $45,000 TO ANDREW D. SHANNON FOR SERVICES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNTS PAID ABOVE DO NOT CONSTITUTEUNREASONABLE OR EXCESSIVE AMOUNTS AND DO NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS.
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