Civic Intelligence

The Stratton Foundation Inc

990PF • Fiscal year 2014 • EIN 39-6042218

Aug 01, 2013 to Jul 31, 2014 • Filed on Nov 07, 2014

Organization Profile
411 East Wisconsin AvenueMilwaukee, WI 53202

(414) 277-5000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

-1.8%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$459,001

Up $10,198 (+2.3%) from 2013

Net Assets

$459,001

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin81st percentile

Revenue

Down

$39,291

Down $717 (-1.8%) from 2013

Expenses

Down

$29,093

Down $102,493 (-78%) from 2013

Net Income

Up

$10,198

Up $101,776 (+111%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2012: $465,002Liabilities 2012: $02012Assets 2013: $448,803Liabilities 2013: $02013Assets 2014: $459,001Liabilities 2014: $1Net Assets 2014: $459,0012014Assets 2015: $474,986Liabilities 2015: $1Net Assets 2015: $474,9862015Assets 2016: $478,563Liabilities 2016: $1Net Assets 2016: $478,5632016Assets 2017: $449,506Liabilities 2017: $0Net Assets 2017: $449,5062017Assets 2018: $438,195Liabilities 2018: $0Net Assets 2018: $438,1952018Assets 2019: $405,746Liabilities 2019: $0Net Assets 2019: $405,7462019Assets 2020: $19,188Liabilities 2020: $1Net Assets 2020: $19,1882020

Highlighted filing

2014

Assets$459,001
Liabilities$1
Net Assets$459,001
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$0-$200K-$400KRevenue 2012: $36,818Expenses 2012: $65,297Net Income 2012: -$28,4792012Revenue 2013: $40,008Expenses 2013: $131,586Net Income 2013: -$91,5782013Revenue 2014: $39,291Expenses 2014: $29,093Net Income 2014: $10,1982014Revenue 2015: $40,494Expenses 2015: $100,104Net Income 2015: -$59,6102015Revenue 2016: $43,739Expenses 2016: $40,162Net Income 2016: $3,5772016Revenue 2017: $45,386Expenses 2017: $74,443Net Income 2017: -$29,0572017Revenue 2018: $45,423Expenses 2018: $92,890Net Income 2018: -$47,4672018Revenue 2019: $57,039Expenses 2019: $89,488Net Income 2019: -$32,4492019Revenue 2020: -$308,596Expenses 2020: $77,962Net Income 2020: -$386,5582020

Highlighted filing

2014

Revenue$39,291
Expenses$29,093
Net Income$10,198
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN S MCGREGORPres/Director-$0--
FREDERICK P STRATTON JrV.P./Director-$0--
PAUL J TILLEMANSec/Treas/Director-$0--
Filing and Contact Details

Filer

EIN
39-6042218
Phone
4142775000

Signing Officer

Name
FREDERICK P STRATTON Jr
Title
V.p./Director
Signed
2014-11-07
Discuss with paid preparer
Yes

Preparer

Preparer
Kenneth M Smith
Phone
4142775000
Raw XML Appendix278 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm080,000 SHS BRIGGS & STRATTON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12,000 SHS STRATTEC SECURITY CORPORATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode353226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode453210
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
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/AppliedToCurrentYearAmt027997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015422
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015422
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015422
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043247
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0QUARLES & BRADY LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03997
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04441
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0444
TaxesSchedule/TaxesDetail/Amt0652
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK P STRATTON Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P./DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE STRATTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0396042218
ReturnHeader/Filer/PhoneNum04142775000
ReturnHeader/Filer/USAddress/AddressLine10411 EAST WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Quarles & Brady LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10411 E Wisconsin Ave Ste 2350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0532024426
ReturnHeader/PreparerPersonGrp/PhoneNum04142775000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth M Smith
ReturnHeader/ReturnTs02014-11-07T11:32:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,001
Liabilities
$1
Net assets
$459,001
Revenue
$39,291
Expenses
$29,093
Net income
$10,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$3.09$0.78$3.87
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.57$0.89$0.32
2018Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.45$0.93$0.47
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.45$0.74$0.29
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.44$0.40$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.40$1.00$0.60
2014Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.39$0.29$0.10
2013Summary only. Only limited summary data is available for this year.$4.49$0.00$0.40$1.32$0.92
2012Summary only. Only limited summary data is available for this year.$4.65$0.00$0.37$0.65$0.28