Civic Intelligence

The Stratton Foundation Inc

990PF • Fiscal year 2015 • EIN 39-6042218

Aug 01, 2014 to Jul 31, 2015 • Filed on Nov 25, 2015

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-147%

Higher net margin than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

3.1%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$474,986

Up $15,985 (+3.5%) from 2014

Net Assets

Up

$474,986

Up $15,985 (+3.5%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$40,494

Up $1,203 (+3.1%) from 2014

Expenses

Up

$100,104

Up $71,011 (+244%) from 2014

Net Income

Down

-$59,610

Down $69,808 (-685%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2015

Assets$474,986
Liabilities$1
Net Assets$474,986
Open 2015 Filing

Operations Trend

Revenue Growth55th 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

2015

Revenue$40,494
Expenses$100,104
Net Income-$59,610
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Nov 25, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th 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

Filer Name
The Stratton Foundation Inc
EIN
39-6042218
Phone
4142775000
Address
411 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202

Signing Officer

Name
FREDERICK P STRATTON Jr
Title
V.p./Director
Signed
2015-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Quarles & Brady LLP
Address
411 E Wisconsin Ave Ste 2350, Milwaukee, WI 53202-4426
Preparer
Kenneth M Smith
Phone
4142775000
Raw XML Appendix291 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 26887
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLORADA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553226
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097065
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/AppliedToCurrentYearAmt055494
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt043247
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082067
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098741
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026573
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043247
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0QUARLES & BRADY LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01676
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01862
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0186
OtherIncreasesSchedule/OtherIncreasesDetail/Amt075595
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST DONATION TO FMV
TaxesSchedule/TaxesDetail/Amt01177
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK P STRATTON Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P./DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STRATTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STRA
ReturnHeader/Filer/EIN0396042218
ReturnHeader/Filer/PhoneNum04142775000
ReturnHeader/Filer/USAddress/AddressLine1Txt0411 EAST WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Quarles & Brady LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0411 E Wisconsin Ave Ste 2350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532024426
ReturnHeader/PreparerPersonGrp/PhoneNum04142775000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth M Smith
ReturnHeader/ReturnTs02015-11-25T13:45:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,986
Liabilities
$1
Net assets
$474,986
Revenue
$40,494
Expenses
$100,104
Net income
-$59,610
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