The Stratton Foundation Inc

990PF • Fiscal year 2020 • EIN 39-6042218

Aug 01, 2019 to Jul 31, 2020 • Filed on Oct 30, 2020

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.

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

125%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

-95%

Faster asset growth than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$19,188

Down $386,558 (-95%) from 2019

Net Assets

Down

$19,188

Down $386,558 (-95%) from 2019

Liabilities

Up $1 from 2019

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin99th percentile

Revenue

Down

-$308,596

Down $365,635 (-641%) from 2019

Expenses

Down

$77,962

Down $11,526 (-13%) from 2019

Net Income

Down

-$386,558

Down $354,109 (-1091%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

Highlighted filing

2020

Assets$19,188

Liabilities$1

Net Assets$19,188

Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2020

Revenue-$308,596

Expenses$77,962

Net Income-$386,558

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2019 to Jul 31, 2020
Signed: Oct 30, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN S MCGREGOR	Pres/Director	-	$0	-	-
FREDERICK P STRATTON Jr	V.P./Director	-	$0	-	-
PAUL TILLEMAN thru 10119	Sec/Trea/Director	-	$0	-	-
AMALIA TODRYK as of 10119	Sec/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: 2020-10-30
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

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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/AddressLine1Txt	0	101 W PLEASANT STREET SUITE 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	101 W PLEASANT STREET SUITE 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	553 GALLEON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	124 RAYMOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	POUGHKEEPSIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	53212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	34102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	12604
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	74520
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	15851
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	49045
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	15851
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	12272
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	12272
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	77168
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	12272
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	12272
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	49045
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	QUARLES & BRADY LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	2648
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	2942
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	294
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	GAIN(LOSS) ON STOCK GRANT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-73487
TaxesSchedule/TaxesDetail/Amt	0	500
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	FREDERICK P STRATTON Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	V.P./DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE STRATTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	STRA
ReturnHeader/Filer/EIN	0	396042218
ReturnHeader/Filer/PhoneNum	0	4142775000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	411 EAST WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	390432630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Quarles & Brady LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	411 E Wisconsin Ave Ste 2350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	532024426
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4142775000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Karen L Alexander
ReturnHeader/ReturnTs	0	2020-10-30T10:16:48-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-08-01
ReturnHeader/TaxPeriodEndDt	0	2020-07-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,188
Liabilities: $1
Net assets: $19,188
Revenue: -$308,596
Expenses: $77,962
Net income: -$386,558

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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