Civic Intelligence

The Stratton Foundation Inc

990PF • Fiscal year 2018 • EIN 39-6042218

Aug 01, 2017 to Jul 31, 2018 • Filed on May 14, 2019

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

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-104%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.5%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.1%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$438,195

Down $11,311 (-2.5%) from 2017

Net Assets

Down

$438,195

Down $11,311 (-2.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$45,423

Up $37 (+0.1%) from 2017

Expenses

Up

$92,890

Up $18,447 (+25%) from 2017

Net Income

Down

-$47,467

Down $18,410 (-63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2018

Assets$438,195
Liabilities$0
Net Assets$438,195
Open 2018 Filing

Operations Trend

Revenue Growth49th 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

2018

Revenue$45,423
Expenses$92,890
Net Income-$47,467
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN S MCGREGORPres/Director-$0--
FREDERICK P STRATTON JrV.P./Director-$0--
PAUL J TILLEMANSec/Trea/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
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Quarles & Brady LLP
Address
411 E Wisconsin Ave Ste 2350, Milwaukee, WI 53202-4426
Preparer
Karen L Alexander
Phone
4142775000
Raw XML Appendix319 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt04864
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt086845
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091709
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt083431
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt086845
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0QUARLES & BRADY LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02299
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02555
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0256
OtherIncreasesSchedule/OtherIncreasesDetail/Amt036156
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST DONATION TO FMV
TaxesSchedule/TaxesDetail/Amt0925
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDERICK P STRATTON Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P./DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
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
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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/PreparerPersonNm0Karen L Alexander
ReturnHeader/ReturnTs02019-05-14T07:43:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$438,195
Liabilities
$0
Net assets
$438,195
Revenue
$45,423
Expenses
$92,890
Net income
-$47,467
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