Civic Intelligence

Krause Family Foundation Inc.

990PF • Fiscal year 2017 • EIN 39-6044820

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 25, 2018

1200 W Sierra LaneMequon, WI 53092

(262) 518-0327

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

2.0%

Faster asset growth than 48% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

37th percentile

0.1%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Assets

Up

$3,610,118

Up $143,425 (+4.1%) from 2015

Net Assets

$3,610,118

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$469,105

Up $604 (+0.1%) from 2015

Expenses

Down

$348,245

Down $54,196 (-13%) from 2015

Net Income

Up

$120,860

Up $54,800 (+83%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,368,557Liabilities 2011: $02011Assets 2012: $3,063,182Liabilities 2012: $02012Assets 2013: $3,183,136Liabilities 2013: $1Net Assets 2013: $3,183,1362013Assets 2014: $3,396,611Liabilities 2014: $1Net Assets 2014: $3,396,6112014Assets 2015: $3,466,693Liabilities 2015: $02015Assets 2017: $3,610,118Liabilities 2017: $0Net Assets 2017: $3,610,1182017Assets 2018: $3,966,355Liabilities 2018: $0Net Assets 2018: $3,966,3552018Assets 2019: $4,600,319Liabilities 2019: $1Net Assets 2019: $4,600,3192019Assets 2020: $5,007,073Liabilities 2020: $1Net Assets 2020: $5,007,0732020Assets 2021: $5,179,701Liabilities 2021: $1Net Assets 2021: $5,179,7012021Assets 2022: $4,963,729Liabilities 2022: $1Net Assets 2022: $4,963,7292022Assets 2023: $4,906,479Liabilities 2023: $1Net Assets 2023: $4,906,4792023Assets 2024: $4,960,635Liabilities 2024: $0Net Assets 2024: $4,960,6352024

Highlighted filing

2017

Assets$3,610,118
Liabilities$0
Net Assets$3,610,118

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $441,390Expenses 2011: $325,153Net Income 2011: $116,2372011Revenue 2012: $315,621Expenses 2012: $597,469Net Income 2012: -$281,8482012Revenue 2013: $692,042Expenses 2013: $553,919Net Income 2013: $138,1232013Revenue 2014: $785,636Expenses 2014: $549,136Net Income 2014: $236,5002014Revenue 2015: $468,501Expenses 2015: $402,441Net Income 2015: $66,0602015Revenue 2017: $469,105Expenses 2017: $348,245Net Income 2017: $120,8602017Revenue 2018: $727,959Expenses 2018: $363,871Net Income 2018: $364,0882018Revenue 2019: $1,038,358Expenses 2019: $400,551Net Income 2019: $637,8072019Revenue 2020: $845,759Expenses 2020: $433,492Net Income 2020: $412,2672020Revenue 2021: $642,352Expenses 2021: $469,370Net Income 2021: $172,9822021Revenue 2022: $166,628Expenses 2022: $374,957Net Income 2022: -$208,3292022Revenue 2023: $291,375Expenses 2023: $344,972Net Income 2023: -$53,5972023Revenue 2024: $437,921Expenses 2024: $379,312Net Income 2024: $58,6092024

Highlighted filing

2017

Revenue$469,105
Expenses$348,245
Net Income$120,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 25, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL K WYTHESPresident-$0--
CHARLES A KRAUSESecretary/Treas-$0--
VICTORIA KRAUSE MAYERAsst. Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Krause Family Foundation Inc
EIN
39-6044820
Phone
2625180327
Address
1200 W SIERRA LANE, MEQUON, WI 53092

Signing Officer

Name
Victoria Krause Mayer
Title
Asst. Secretary
Signed
2018-08-25
Discuss with paid preparer
Yes

Preparer

Firm
James L Mohr & Associates LLP
Address
10700 Research Drive Suite 145, Milwaukee, WI 53226
Preparer
Jennifer Bogli
Phone
4143024020
Raw XML Appendix383 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MEQUON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NINA DENTICI
IRS990PF/StatementsRegardingActyGrp/PhoneNum02625180327
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0286000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0286000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0275430
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0275430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt057310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0163493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0212462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0254785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0254785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0460981
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt057310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0163493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0212462
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0287517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012087
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0715766
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0703679
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023985
OtherDecreasesSchedule/OtherDecreasesDetail/Amt110267
OtherDecreasesSchedule/OtherDecreasesDetail/Amt28846
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK VS TAX GAIN ON SALE OF PARTNERSHIP INTERESTS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NONDIVIDEND RETURN OF CAPITAL
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROYALTY TRUSTS RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMIN EXPENSE ON ROYALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE & COPY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0465
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1102
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0761
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0761
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2205
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MPLX LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2WILLIAMS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-4236
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt111409
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-84
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-4236
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt111409
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-84
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04518
OtherIncreasesSchedule/OtherIncreasesDetail/Amt157
OtherIncreasesSchedule/OtherIncreasesDetail/Amt23251
OtherIncreasesSchedule/OtherIncreasesDetail/Amt34320
OtherIncreasesSchedule/OtherIncreasesDetail/Amt4670
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02016 QUALCOM CORRECTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12017 QUALCOM DIST IN EXCESS OF BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2PARTNERSHIP DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3TAX LOSS ON PARTNERSHIP K-1S
OtherIncreasesSchedule/OtherIncreasesDetail/Desc4TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt042466
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSELING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PASS THRU FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2WIRE TRANSFER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt042466
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt255
TaxesSchedule/TaxesDetail/Amt04800
TaxesSchedule/TaxesDetail/Amt12936
TaxesSchedule/TaxesDetail/Amt21813
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2SEVERENCE TAX -ROYALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12936
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21813
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICTORIA KRAUSE MAYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST. SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KRAUSE FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KRAU
ReturnHeader/Filer/EIN0396044820
ReturnHeader/Filer/PhoneNum02625180327
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 W SIERRA LANE
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392032480
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James L Mohr & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 Research Drive Suite 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04143024020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer Bogli
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-30T05:33:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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