Civic Intelligence

Dudley Foundation Inc.

990PF • Fiscal year 2023 • EIN 39-2003427

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 22, 2024

Organization Profile
500 First Street 2Wausau, WI 54403

(715) 849-5729

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

1.13x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-200%

Higher net margin than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$43,100

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 34.2% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

63rd percentile

8.2%

Faster asset growth than 63% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-79%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$9,608,465

Up $730,534 (+8.2%) from 2022

Net Assets

Up

$9,466,137

Up $807,242 (+9.3%) from 2022

Liabilities

Down

$142,328

Down $76,708 (-35%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin4th percentile

Revenue

Down

$126,169

Down $466,606 (-79%) from 2022

Expenses

Down

$378,778

Down $338,502 (-47%) from 2022

Net Income

Down

-$252,609

Down $128,104 (-103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$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

2023

Assets$9,608,465
Liabilities$142,328
Net Assets$9,466,137
Open 2023 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$126,169
Expenses$378,778
Net Income-$252,609
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 22, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW DUDLEY SHANNONExecutive DirectorPT$43,100-$43,100
MARY C DUDLEYChairman-$0--
ANN D SHANNONPresidentPT$0--
JOHN D DUDLEYVice President-$0--
JEFFREY STUBBETreasurer-$0--
PAUL C SCHLINDWIEN IISecretary-$0--
ROBERT J DUDLEY IIDirector-$0--
CHAD D KANEDirector-$0--
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
2024-04-22
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
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-B, LINE 1A(4) - COMPENSATION TO DISQUALIFIED PERSONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE FISCAL YEAR ENDED 06/30/23, THE FOUNDATION PAID $43,100 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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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,608,465
Liabilities
$142,328
Net assets
$9,466,137
Revenue
$126,169
Expenses
$378,778
Net income
-$252,609
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