Civic Intelligence

Ladish Co Foundation

990PF • Fiscal year 2023 • EIN 39-6040489

Dec 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
13500 Watertown Plank RoadElm Grove, WI 53122-2200

(414) 418-7415

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

95th percentile

86%

Higher net margin than 95% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

62nd percentile

8.4%

Faster asset growth than 62% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,420,554

Up $809,246 (+8.4%) from 2022

Net Assets

Up

$10,420,554

Up $809,246 (+8.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin95th percentile

Revenue

Down

$146,555

Down $4,434,705 (-97%) from 2022

Expenses

Down

$20,464

Down $2,453,110 (-99%) from 2022

Net Income

Down

$126,091

Down $1,981,595 (-94%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$15M$10M$5.0M$0Assets 2011: $11,969,588Liabilities 2011: $02011Assets 2012: $12,453,013Liabilities 2012: $02012Assets 2013: $11,960,206Liabilities 2013: $02013Assets 2014: $11,137,228Liabilities 2014: $02014Assets 2015: $11,013,710Liabilities 2015: $02015Assets 2019: $8,103,279Liabilities 2019: $02019Assets 2020: $7,804,719Liabilities 2020: $0Net Assets 2020: $7,804,7192020Assets 2021: $7,503,622Liabilities 2021: $0Net Assets 2021: $7,503,6222021Assets 2022: $9,611,308Liabilities 2022: $0Net Assets 2022: $9,611,3082022Assets 2023: $10,420,554Liabilities 2023: $0Net Assets 2023: $10,420,5542023Assets 2024: $8,085,124Liabilities 2024: $0Net Assets 2024: $8,085,1242024

Highlighted filing

2023

Assets$10,420,554
Liabilities$0
Net Assets$10,420,554
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,782,839Expenses 2011: $1,472,557Net Income 2011: $310,2822011Revenue 2012: $1,966,283Expenses 2012: $1,482,858Net Income 2012: $483,4252012Revenue 2013: $1,104,513Expenses 2013: $1,597,320Net Income 2013: -$492,8072013Revenue 2014: $963,549Expenses 2014: $1,788,527Net Income 2014: -$824,9782014Revenue 2015: $2,054,676Expenses 2015: $2,178,194Net Income 2015: -$123,5182015Revenue 2019: $1,854,316Expenses 2019: $3,542,390Net Income 2019: -$1,688,0742019Revenue 2020: $2,060,611Expenses 2020: $2,359,171Net Income 2020: -$298,5602020Revenue 2021: $2,842,511Expenses 2021: $3,143,608Net Income 2021: -$301,0972021Revenue 2022: $4,581,260Expenses 2022: $2,473,574Net Income 2022: $2,107,6862022Revenue 2023: $146,555Expenses 2023: $20,464Net Income 2023: $126,0912023Revenue 2024: $1,448,555Expenses 2024: $3,125,520Net Income 2024: -$1,676,9652024

Highlighted filing

2023

Revenue$146,555
Expenses$20,464
Net Income$126,091
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD O WIESETrustee-$0--
WAYNE E LARSENTrustee-$0--
GARY J VROMANTrustee-$0--
THOMAS FURMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ladish Co Foundation
EIN
39-6040489
Phone
4144187415
Address
13500 WATERTOWN PLANK ROAD, ELM GROVE, WI 53122-2200

Signing Officer

Name
Gary J Vroman
Title
Trustee
Phone
4144187415
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Andaloro Smith & Krueger Llp
Address
N19W24200 RIVERWOOD DR STE 310, WAUKESHA, WI 53188-1166
Preparer
Mary E Nelson
Phone
2625442000
Raw XML Appendix339 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt04184868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11417560
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JP MORGAN INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SKYLANDS QUEST LLC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0211 SHS ISHARES 7-10 YR TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1458 SHS ISHARES US TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2354 SHS ISHARES 7-10 YR TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3142 SHS ISHARES 7-10 YR TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500 SHS ISHARES US TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc542 SHS ISHARES US TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc674 SHS VANGUARD TOTAL BOND MARKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc773 SHS VANGUARD TOTAL BOND MARKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SKYLANDS QUEST LLC K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SKYLANDS QUEST LLC K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SKYLANDS QUEST LLC K-1
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt071509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt071509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02266896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01489129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03122224
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01328253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02315298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt071509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02243789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08206502
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02266896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01489129
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03122224
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01328253
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010450291
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010521800
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0174956
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014810
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY & ADMIN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014810
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/Amt14362
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14362
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY J VROMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04144187415
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LADISH CO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LADI
ReturnHeader/Filer/EIN0396040489
ReturnHeader/Filer/PhoneNum04144187415
ReturnHeader/Filer/USAddress/AddressLine1Txt013500 WATERTOWN PLANK ROAD
ReturnHeader/Filer/USAddress/CityNm0ELM GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531222200
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391557315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDALORO SMITH & KRUEGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N19W24200 RIVERWOOD DR STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531881166
ReturnHeader/PreparerPersonGrp/PhoneNum02625442000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY E NELSON
ReturnHeader/ReturnTs02024-05-07T16:31:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VROMAN
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,420,554
Liabilities
$0
Net assets
$10,420,554
Revenue
$146,555
Expenses
$20,464
Net income
$126,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$1.45$3.13$1.68
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.15$0.02$0.13
2022Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$4.58$2.47$2.11
2021Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$2.84$3.14$0.30
2020Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$2.06$2.36$0.30
2019Summary only. Only limited summary data is available for this year.$8.10$0.00$1.85$3.54$1.69
2015Summary only. Only limited summary data is available for this year.$11.0$0.00$2.05$2.18$0.12
2014Summary only. Only limited summary data is available for this year.$11.1$0.00$0.96$1.79$0.82
2013Summary only. Only limited summary data is available for this year.$12.0$0.00$1.10$1.60$0.49
2012Summary only. Only limited summary data is available for this year.$12.5$0.00$1.97$1.48$0.48
2011Summary only. Only limited summary data is available for this year.$12.0$0.00$1.78$1.47$0.31