Civic Intelligence

Gerald W and Sharon K Wadina Family Foundation Inc.

990PF • Fiscal year 2016 • EIN 39-2011976

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 28, 2016

Organization Profile
W233n4003 Century Farm RdPewaukee, WI 53072-2777

(262) 696-4421

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

2nd percentile

-458%

Higher net margin than 2% 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

30th percentile

-3.1%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,775,029

Down $56,450 (-3.1%) from 2015

Net Assets

Down

$1,775,029

Down $56,450 (-3.1%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$12,317

Down $192,157 (-94%) from 2015

Expenses

Up

$68,767

Up $9,725 (+16%) from 2015

Net Income

Down

-$56,450

Down $201,882 (-139%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $587,616Liabilities 2012: $02012Assets 2013: $598,027Liabilities 2013: $02013Assets 2014: $1,686,047Liabilities 2014: $02014Assets 2015: $1,831,479Liabilities 2015: $1Net Assets 2015: $1,831,4792015Assets 2016: $1,775,029Liabilities 2016: $1Net Assets 2016: $1,775,0292016Assets 2017: $1,786,471Liabilities 2017: $0Net Assets 2017: $1,786,4712017Assets 2018: $1,798,980Liabilities 2018: $0Net Assets 2018: $1,798,9802018Assets 2019: $1,725,295Liabilities 2019: $1Net Assets 2019: $1,725,2952019Assets 2020: $1,716,537Liabilities 2020: $1Net Assets 2020: $1,716,5372020Assets 2021: $1,937,626Liabilities 2021: $1Net Assets 2021: $1,937,6262021Assets 2022: $1,977,361Liabilities 2022: $1Net Assets 2022: $1,977,3612022Assets 2023: $1,886,553Liabilities 2023: $1Net Assets 2023: $1,886,5532023Assets 2024: $1,903,320Liabilities 2024: $0Net Assets 2024: $1,903,3202024

Highlighted filing

2016

Assets$1,775,029
Liabilities$1
Net Assets$1,775,029
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $110,022Expenses 2012: $484,369Net Income 2012: -$374,3472012Revenue 2013: $19,957Expenses 2013: $11,500Net Income 2013: $8,4572013Revenue 2014: $1,087,763Expenses 2014: $26,966Net Income 2014: $1,060,7972014Revenue 2015: $204,474Expenses 2015: $59,042Net Income 2015: $145,4322015Revenue 2016: $12,317Expenses 2016: $68,767Net Income 2016: -$56,4502016Revenue 2017: $133,179Expenses 2017: $136,474Net Income 2017: -$3,2952017Revenue 2018: $153,686Expenses 2018: $141,177Net Income 2018: $12,5092018Revenue 2019: $75,880Expenses 2019: $149,565Net Income 2019: -$73,6852019Revenue 2020: $163,643Expenses 2020: $172,401Net Income 2020: -$8,7582020Revenue 2021: $406,477Expenses 2021: $185,388Net Income 2021: $221,0892021Revenue 2022: $227,303Expenses 2022: $187,568Net Income 2022: $39,7352022Revenue 2023: $88,212Expenses 2023: $179,020Net Income 2023: -$90,8082023Revenue 2024: $265,349Expenses 2024: $248,582Net Income 2024: $16,7672024

Highlighted filing

2016

Revenue$12,317
Expenses$68,767
Net Income-$56,450
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 28, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEREK P WADINAPresident/Director-$0--
CURT A WADINAVP/Director-$0--
MARIA P WADINASec-Treas/Director-$0--
Filing and Contact Details

Filer

Filer Name
Gerald W & Sharon K Wadina
EIN
39-2011976
Phone
2626964421
Address
W233N4003 CENTURY FARM RD, PEWAUKEE, WI 53072-2777

Signing Officer

Name
Derek P Wadina
Title
President
Phone
2626964421
Signed
2016-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Scribner Cohen and Company Sc Cpas
Address
400 EAST MASON STREET SUITE 300, MILWAUKEE, WI 53202
Preparer
Kelly K Miller CPA
Phone
4142711700
Raw XML Appendix350 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PEWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0530722777
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142253777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LA CASA DE ESPERANZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS & GIRLS CLUB OF DOOR COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MARQUETTE UNIVERSITY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0410 ARCADIAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 579
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23401 W WISCONSIN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STURGEON BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032089
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt056079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0219740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt056079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0163661
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0163661
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032089
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0163661
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0219740
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0750
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03600
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UNDERPAYMENT PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0156
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECURITIES LITIGATION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0156
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0156
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028451
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13500
TaxesSchedule/TaxesDetail/Amt03424
TaxesSchedule/TaxesDetail/Amt11283
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03424
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11283
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEREK P WADINA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02626964421
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD W & SHARON K WADINA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0392011976
ReturnHeader/Filer/PhoneNum02626964421
ReturnHeader/Filer/USAddress/AddressLine1Txt0W233N4003 CENTURY FARM RD
ReturnHeader/Filer/USAddress/CityNm0PEWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530722777
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391210538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCRIBNER COHEN AND COMPANY SC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 EAST MASON STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142711700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY K MILLER CPA
ReturnHeader/ReturnTs02016-10-04T10:01:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,775,029
Liabilities
$1
Net assets
$1,775,029
Revenue
$12,317
Expenses
$68,767
Net income
-$56,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.27$0.25$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.09$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.23$0.19$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.41$0.19$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.16$0.17$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.15$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.13$0.14$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.01$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.20$0.06$0.15
2014Summary only. Only limited summary data is available for this year.$1.69$0.00$1.09$0.03$1.06
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$0.02$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.11$0.48$0.37