College Endowment Association Inc.

990EZ • Fiscal year 2013 • EIN 39-6043232

May 01, 2012 to Apr 30, 2013 • Filed on Aug 24, 2013

Organization Profile www.collegeendowment.org

815 E KilbournBrookfield, WI 53202

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-0.1%

Higher net margin than 41% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-0.0%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

2.7%

Faster revenue growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$362,564

Down $48 (-0.0%) from 2012

Net Assets

$362,564

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin41st percentile

Revenue

$48,845

Up $1,274 (+2.7%) from 2012

Expenses

$48,893

Up $1,683 (+3.6%) from 2012

Net Income

Down

-$48

Down $409 (-113%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2013

Assets$362,564

Liabilities$0

Net Assets$362,564

Open 2013 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2013

Revenue$48,845

Expenses$48,893

Net Income-$48

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2012 to Apr 30, 2013
Signed: Aug 24, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

Educational lectures and providing scholarships

Filing and Contact Details

Filer

EIN: 39-6043232

Raw XML Appendix201 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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IRS990EZ/CashSavingsAndInvestments/EOY	0	362564
IRS990EZ/ContributionsGiftsGrantsEtc	0	28758
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	71156
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-48
IRS990EZ/FeesAndOthPymtToIndContractors	0	1760
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IRS990EZ/GrossReceipts	0	120001
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IRS990EZ/InfoInScheduleOPartI	0	X
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IRS990EZ/InvestmentIncome	0	14407
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	12	0
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	12	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Bett Jacquart
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Mary Owen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Patricia Wolf
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Katharine Mallin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Sally Castle
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	Janet Brown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Jan Fritz
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	Flip Weber
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	Nancy Maier
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	Jane Condon
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	Sybille Hamilton
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	Joan Betts
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	12	Marjorie Henderson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Registrar
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	Correspond Sec
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	12	Director
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	26692
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Educational lectures and providing scholarships
IRS990EZ/PrintingPublicationsPostage	0	1341
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Women's fund of greater Milwaukee - donated to scholarship fund to be distributed to a sophomore attending college to be determined by the board of women's fund of greater milwaukee
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	1	Milwaukee Institute of art and design - donated to scholarship fund to be distributed on an annual basis as determined by normal policies of Miad
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	2	Milwaukee School of Engineering - donated to scholarship fund to be distributed on an annual basis as determined by normal policies of MSOE
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	4000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	1	5000
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	2	5000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	4000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	1	5000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	2	5000
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	813 E Kilbourn
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Milwaukee
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	53202
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Kathy Kirchmeier
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	4142765170
IRS990EZ/TotalAssets/BOY	0	362612
IRS990EZ/TotalAssets/EOY	0	362564
IRS990EZ/TotalExpenses	0	48893
IRS990EZ/TotalProgramServiceExpenses	0	14000
IRS990EZ/TotalRevenue	0	48845
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	www.collegeendowment.org
IRS990ScheduleA/AmountsSubstContributorsTotal	0	0
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	28758
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	32222
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	25031
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	25262
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	25308
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	136581
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	14407
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	15349
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	14904
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	16812
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	19226
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	80698
IRS990ScheduleA/NetUBI/Total	0	0
IRS990ScheduleA/OtherIncome170/Total	0	0
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.62860
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.61000
IRS990ScheduleA/PublicSupportTotal170	0	136581
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	28758
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	32222
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	25031
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	25262
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	25308
IRS990ScheduleA/Total170/Total	0	136581
IRS990ScheduleA/TotalSupport	0	217279
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total	0	0
IRS990ScheduleO/GeneralExplanation/Explanation	0	Bank charges $46
IRS990ScheduleO/GeneralExplanation/Explanation	1	Tech support $250
IRS990ScheduleO/GeneralExplanation/Explanation	2	Website Maintenance $579
IRS990ScheduleO/GeneralExplanation/Explanation	3	Program expenses $699
IRS990ScheduleO/GeneralExplanation/Explanation	4	Educational program costs $24769
IRS990ScheduleO/GeneralExplanation/Explanation	5	Insurance $349
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.1012
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	396043232
ReturnHeader/Filer/Name/BusinessNameLine1	0	College Endowment Association Inc
ReturnHeader/Filer/Name/BusinessNameLine2	0	co Womens CLub of Wisconsin
ReturnHeader/Filer/NameControl	0	COLL
ReturnHeader/Filer/Phone	0	4142765170
ReturnHeader/Filer/USAddress/AddressLine1	0	815 E Kilbourn
ReturnHeader/Filer/USAddress/City	0	Milwaukee
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53202
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-08-24
ReturnHeader/Officer/Name	0	Sally Castle
ReturnHeader/Officer/Title	0	President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	WINTER KLOMAN MOTER & REPP SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	235 N EXECUTIVE DR STE 160
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	BROOKFIELD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	530056064
ReturnHeader/Preparer/Name	0	James M Zaffrann CPA
ReturnHeader/Preparer/Phone	0	2627979050
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-05-01
ReturnHeader/TaxPeriodEndDate	0	2013-04-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-08-26T11:47:42-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $362,564
Liabilities: $0
Net assets: $362,564
Revenue: $48,845
Expenses: $48,893
Net income: -$48

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$1.11	$0.58	$0.52
2024Detailed filing. Detailed filing data is available for this year.	$4.98	$0.00	$4.98	$0.78	$0.54	$0.24
2023Detailed filing. Detailed filing data is available for this year.	$3.93	$0.00	$3.93	$0.95	$0.66	$0.29
2022Detailed filing. Detailed filing data is available for this year.	$3.64	$0.00	$3.64	$0.91	$0.79	$0.12
2021Detailed filing. Detailed filing data is available for this year.	$3.52	$0.00	$3.52	$0.48	$0.48	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$3.52	$0.00	$3.52	$0.61	$0.75	$0.14
2019Detailed filing. Detailed filing data is available for this year.	$3.66	$0.00	$3.66	$0.81	$0.66	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$3.51	$0.00	$3.51	$0.75	$0.66	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$3.42	$0.00	$3.42	$0.59	$0.60	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$3.44	$0.00	$3.44	$0.57	$0.65	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$3.53	$0.00	$3.53	$0.53	$0.59	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$3.59	$0.00	$3.59	$0.51	$0.55	$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.63	$0.00	$3.63	$0.49	$0.49	$0.00
2012Summary only. Only limited summary data is available for this year.	$3.63	$0.00		$0.48	$0.47	$0.00