Civic Intelligence

Joseph and Louise Reis Educational

EIN 39-2028451 • Menomonee Falls, WI

W156n6409 Pilgrim RoadMenomonee Falls, WI 53051
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2018

Net Margin

100th percentile

330%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Assets

Down

$0

Down $94,862 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $94,862 (-100%) from 2017

Revenue

Down

-$28,752

Down $35,940 (-500%) from 2017

Expenses

Up

$66,110

Up $62,610 (+1789%) from 2017

Net Income

Down

-$94,862

Down $98,550 (-2672%) from 2017

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $78,203Liabilities 2011: $02011Assets 2012: $78,314Liabilities 2012: $02012Assets 2013: $78,314Liabilities 2013: $02013Assets 2014: $81,979Liabilities 2014: $02014Assets 2015: $85,042Liabilities 2015: $02015Assets 2016: $90,487Liabilities 2016: $0Net Assets 2016: $90,4872016Assets 2017: $94,862Liabilities 2017: $0Net Assets 2017: $94,8622017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $7,680Expenses 2011: $5,356Net Income 2011: $2,3242011Revenue 2012: $5,866Expenses 2012: $4,560Net Income 2012: $1,3062012Revenue 2013: $6,726Expenses 2013: $4,360Net Income 2013: $2,3662013Revenue 2014: $9,425Expenses 2014: $5,760Net Income 2014: $3,6652014Revenue 2015: $8,434Expenses 2015: $4,560Net Income 2015: $3,8742015Revenue 2016: $8,552Expenses 2016: $4,000Net Income 2016: $4,5522016Revenue 2017: $7,188Expenses 2017: $3,500Net Income 2017: $3,6882017Revenue 2018: -$28,752Expenses 2018: $66,110Net Income 2018: -$94,8622018

Highlighted filing

2018

Revenue-$28,752
Expenses$66,110
Net Income-$94,862

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 19, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH J REISPresident/Director-$0--
LOUISE REISSecretary/Director-$0--
PEGGY GRUENKEVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Joseph and Louise Reis Educational
EIN
39-2028451
Phone
2622523270
Address
W156N6409 PILGRIM ROAD, MENOMONEE FALLS, WI 53051

Signing Officer

Name
Joseph J Reis
Title
President
Phone
2622523270
Signed
2019-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Niebler Pyzyk Et Al Llp
Address
PO BOX 444, MENOMONEE FALLS, WI 53052-0444
Preparer
James B Hanley
Phone
2625238000
Raw XML Appendix348 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/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0N94W17900 APPLETON AVENUE STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MENOMONEE FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053051
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES B HANLEY ESQ
IRS990PF/StatementsRegardingActyGrp/PhoneNum02625238000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF OLD FALLS VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MENOMONEE FALLS HISTORICAL SOCIETY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N96 W15792 COUNTY LINE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MENOMONEE FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053051
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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/AppliedToCurrentYearAmt01618
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01106
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt064812
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt063382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01106
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt063382
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt064812
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01430
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL AND PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION LIQUIDATED AND DISTRIBUTED ALL OF ITS ASSETS TO THE MENOMONEE FALLS HISTORICAL SOCIETY, INC. AND FILED ARTICLES OF DISSOLUTION TO FORMALLY TERMINATE. THIS IS THE FOUNDATION'S FINAL TAX YEAR.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WISCONSIN FILING FEES (WDFI)
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOSEPH J AND LOUISE REIS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0W156N6409 PILGRIM ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MENOMONEE FALLS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053051
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH J REIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02622523270
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH AND LOUISE REIS EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0392028451
ReturnHeader/Filer/PhoneNum02622523270
ReturnHeader/Filer/USAddress/AddressLine1Txt0W156N6409 PILGRIM ROAD
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053051
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B8AC84E31E19F941FC6E5361D6ED4D61943C613B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B8AC84E31E19F941FC6E5361D6ED4D61943C613B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.60.158.50
ReturnHeader/FilingSecurityInformation/IPDt02019-05-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:19:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391502627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIEBLER PYZYK ET AL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 444
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENOMONEE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530520444
ReturnHeader/PreparerPersonGrp/PhoneNum02625238000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B HANLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-23T11:08:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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