Civic Intelligence

Kids Fund Inc.

990 • Fiscal year 2018 • EIN 39-6026192

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 13, 2019

2921 Landmark Place No 300Madison, WI 53713-4236

(608) 833-0356

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

62nd percentile

4.6%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

90%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,055,778

Up $46,712 (+4.6%) from 2017

Net Assets

Up

$1,054,284

Up $45,218 (+4.5%) from 2017

Liabilities

Up

$1,494

Up $1,494 from 2017

Revenue

Up

$177,741

Up $84,199 (+90%) from 2017

Expenses

Up

$156,745

Up $16,962 (+12%) from 2017

Net Income

Up

$20,996

Up $67,237 (+145%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $960,802Liabilities 2010: $0Net Assets 2010: $960,8022010Assets 2011: $882,347Liabilities 2011: $8,829Net Assets 2011: $873,5182011Assets 2012: $919,231Liabilities 2012: $0Net Assets 2012: $919,2312012Assets 2013: $966,016Liabilities 2013: $0Net Assets 2013: $966,0162013Assets 2014: $1,017,051Liabilities 2014: $0Net Assets 2014: $1,017,0512014Assets 2015: $939,298Liabilities 2015: $0Net Assets 2015: $939,2982015Assets 2016: $969,787Liabilities 2016: $0Net Assets 2016: $969,7872016Assets 2017: $1,009,066Liabilities 2017: $0Net Assets 2017: $1,009,0662017Assets 2018: $1,055,778Liabilities 2018: $1,494Net Assets 2018: $1,054,2842018Assets 2019: $1,073,208Liabilities 2019: $1,250Net Assets 2019: $1,071,9582019Assets 2020: $1,142,822Liabilities 2020: $0Net Assets 2020: $1,142,8222020Assets 2021: $1,347,837Liabilities 2021: $0Net Assets 2021: $1,347,8372021Assets 2022: $1,109,169Liabilities 2022: $0Net Assets 2022: $1,109,1692022Assets 2023: $1,200,693Liabilities 2023: $0Net Assets 2023: $1,200,6932023Assets 2024: $1,465,594Liabilities 2024: $0Net Assets 2024: $1,465,5942024

Highlighted filing

2018

Assets$1,055,778
Liabilities$1,494
Net Assets$1,054,284

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $142,7202010Revenue 2011: $96,023Expenses 2011: $142,159Net Income 2011: -$46,1362011Expenses 2012: $141,1562012Revenue 2013: $134,014Expenses 2013: $130,341Net Income 2013: $3,6732013Revenue 2014: $172,082Expenses 2014: $132,163Net Income 2014: $39,9192014Revenue 2015: $609,131Expenses 2015: $142,522Net Income 2015: $466,6092015Revenue 2016: $141,152Expenses 2016: $143,343Net Income 2016: -$2,1912016Revenue 2017: $93,542Expenses 2017: $139,783Net Income 2017: -$46,2412017Revenue 2018: $177,741Expenses 2018: $156,745Net Income 2018: $20,9962018Revenue 2019: $175,014Expenses 2019: $158,286Net Income 2019: $16,7282019Revenue 2020: $244,802Expenses 2020: $202,336Net Income 2020: $42,4662020Revenue 2021: $284,621Expenses 2021: $201,166Net Income 2021: $83,4552021Revenue 2022: $274,580Expenses 2022: $208,958Net Income 2022: $65,6222022Revenue 2023: $224,905Expenses 2023: $245,942Net Income 2023: -$21,0372023Revenue 2024: $316,046Expenses 2024: $222,376Net Income 2024: $93,6702024

Highlighted filing

2018

Revenue$177,741
Expenses$156,745
Net Income$20,996
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 13, 2019
Return Version
2017v2.3
Gross Receipts
$201,005
Mission and Program Overview

Mission

The kids fund is a non-profit, tax-exempt, public grant-making charitable organization. Our grants focus on assisting disadvantaged children and youth in dane county.

With the help of the capital times, the kids fund serves to pool individual contributions from hundreds of dane county residents and then carefully evaluate grant requests from non-profit organizations, distributing those gifts to serve the needs of kids and their families in dane county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$994,854$1,045,662▲ $50,808
Savings and Temporary Cash Investments$14,212$10,116▼ $4,096
Total Assets$1,009,066$1,055,778▲ $46,712
Liabilities
Accounts Payable and Accrued Expenses-$1,494-
Total Liabilities$0$1,494▲ $1,494
Net Assets / Fund Balance
Unrestricted Net Assets$1,009,066$1,054,284▲ $45,218
Total Net Assets Fund Balance$1,009,066$1,054,284▲ $45,218
Total Liabilities and Net Assets / Fund Balance$1,009,066$1,055,778▲ $46,712
Compensation and Service Providers

Board Members and Trustees

NameTitle
John HarperChair
Tariq SaqqafChair
Eve GalanterCo-chair
Juan Jose LopezCo-chair
Paul YochumPresident
Dave ZweifelVice President Editor
Aronn PetersonDirector
Dennis McclainDirector
Doug HuntDirector
Earlise WardDirector
Gabrielle BloodDirector
Hannah PinkertonDirector
May LorDirector
Nancy SaizDirector
Sandy GehlerDirector
Wesley SparkmanDirector
Susan AlbertSecretary
Scott HaumersenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,796
Program Service Revenue
$0
Investment Income
$36,945
Other Revenue
$0
All Other Contributions
$140,796
Change in Net Assets
$20,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,000
Other Expenses$19,745
Total Fundraising Expense$2,951
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$137,000--$137,000
Fees for Service Investment Mgmnt Fees-$10,127-$10,127
Office Expenses$5,219$248$248$5,715
Information Technology--$2,703$2,703
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$142,219$11,575$2,951$156,745
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

The organization made its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Kids Fund Inc
EIN
39-6026192
Phone
6088330356
Address
2921 LANDMARK PLACE NO 300, MADISON, WI 53713-4236

Signing Officer

Name
Scott Haumersen
Title
Treasurer
Phone
6088330356
Signed
2019-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Haumersen
Formed
1940
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Scott Haumersen CPA
Phone
6082744020
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IRS990/ActivityOrMissionDesc0WITH THE HELP OF THE CAPITAL TIMES, THE KIDS FUND SERVES TO POOL INDIVIDUAL CONTRIBUTIONS FROM HUNDREDS OF DANE COUNTY RESIDENTS AND THEN CAREFULLY EVALUATE GRANT REQUESTS FROM NON-PROFIT ORGANIZATIONS, DISTRIBUTING THOSE GIFTS TO SERVE THE NEEDS OF KIDS AND THEIR FAMILIES IN DANE COUNTY.
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IRS990/Desc0THE KIDS FUND DIRECTS ITS GRANT-MAKING TO FOUR GENERAL AREAS: ENCOURAGING AND STRENGTHENING POSITIVE DEVELOPMENT OF CHILDREN AND FAMILIES THROUGH CONSTRUCTIVE LEARNING AND RECREATIONAL ACTIVITIES, ASSISTING CHILDREN AND FAMILIES DEALING WITH CHALLENGES SUCH AS ALCOHOL OR DRUG ABUSE AND MENTAL ILLNESS, HELPING FAMILIES MEET THE NEEDS OF CHILDREN WITH DISABILITIES, AND SUPPORTING FAMILIES, CHILDREN, AND YOUTH BY BRINGING SERVICES AND ACTIVITIES TO LOCAL NEIGHBORHOODS AND COMMUNITIES. DURING THE YEAR THE KIDS FUND SUPPORTED 55 INDIVIDUAL PROJECTS AND PROGRAMS SERVING HUNDREDS OF DISADVANTAGED CHILDREN AND THEIR FAMILIES.
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IRS990/MissionDesc0THE KIDS FUND IS A NON-PROFIT, TAX-EXEMPT, PUBLIC GRANT-MAKING CHARITABLE ORGANIZATION. OUR GRANTS FOCUS ON ASSISTING DISADVANTAGED CHILDREN AND YOUTH IN DANE COUNTY.
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT HAUMERSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt084972
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0121000
IRS990/PYInvestmentIncomeAmt08570
IRS990/PYOtherExpensesAmt018783
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-46241
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0139783
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt093542
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt020996
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014212
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0140796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt084972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0105366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0127003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096756
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0554893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033301
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014891
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018625
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0109889
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78060
IRS990ScheduleA/PublicSupportPY170Pct00.80150
IRS990ScheduleA/PublicSupportTotal170Amt0518907
IRS990ScheduleA/SubstantialContributorsTotAmt035986
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0140796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt084972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0105366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0127003
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096756
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0554893
IRS990ScheduleA/TotalSupportAmt0664782
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01009066
IRS990/TotalAssetsEOYAmt01055778
IRS990/TotalAssetsGrp/BOYAmt01009066
IRS990/TotalAssetsGrp/EOYAmt01055778
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0140796
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02951
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011575
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142219
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156745
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01494
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01494
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01009066
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01054284
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0142219
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036945
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0177741
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01009066
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01055778
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01009066
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01054284
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02921 LANDMARK PLACE NO 300
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0537134236
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.THEKIDSFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT HAUMERSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06088330356
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KIDS FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0KIDS
ReturnHeader/Filer/EIN0396026192
ReturnHeader/Filer/PhoneNum06088330356
ReturnHeader/Filer/USAddress/AddressLine1Txt02921 LANDMARK PLACE NO 300
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537134236
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB9037E3AA85FAE4E129294E83CD7747F0718998
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01F4B3A861893272C2BFD97E7CABF0ADEE20CB0A9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.222.124.178
ReturnHeader/FilingSecurityInformation/IPDt02019-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:33:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.32$0.22$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.22$0.25$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.27$0.21$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.28$0.20$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.24$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.18$0.16$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.05$0.18$0.16$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.09$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.14$0.14$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.61$0.14$0.47
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.17$0.13$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.13$0.13$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.14
2011Summary only. Only limited summary data is available for this year.$0.88$0.01$0.87$0.10$0.14$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.14