Civic Intelligence

Charles David Ashley Foundation

EIN 39-6045395 • Hartland, WI

20800 Swenson Drive - Suite 200Hartland, WI 53186
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-2388%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-48%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,018,344 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $1,018,344 (-100%) from 2017

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$42,636

Down $39,308 (-48%) from 2017

Expenses

Up

$1,060,980

Up $996,946 (+1557%) from 2017

Net Income

Down

-$1,018,344

Down $1,036,254 (-5786%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $743,861Liabilities 2010: $0Net Assets 2010: $743,8612010Assets 2011: $759,832Liabilities 2011: $0Net Assets 2011: $759,8322011Assets 2012: $769,200Liabilities 2012: $0Net Assets 2012: $769,2002012Assets 2013: $792,543Liabilities 2013: $1Net Assets 2013: $792,5432013Assets 2014: $908,009Liabilities 2014: $1Net Assets 2014: $908,0092014Assets 2015: $1,013,347Liabilities 2015: $1Net Assets 2015: $1,013,3472015Assets 2016: $1,000,434Liabilities 2016: $0Net Assets 2016: $1,000,4342016Assets 2017: $1,018,344Liabilities 2017: $0Net Assets 2017: $1,018,3442017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $34,1302010Expenses 2011: $28,2412011Expenses 2012: $31,3352012Revenue 2013: $82,126Expenses 2013: $58,783Net Income 2013: $23,3432013Revenue 2014: $179,669Expenses 2014: $64,203Net Income 2014: $115,4662014Revenue 2015: $171,821Expenses 2015: $66,483Net Income 2015: $105,3382015Revenue 2016: $54,068Expenses 2016: $66,981Net Income 2016: -$12,9132016Revenue 2017: $81,944Expenses 2017: $64,034Net Income 2017: $17,9102017Revenue 2018: $42,636Expenses 2018: $1,060,980Net Income 2018: -$1,018,3442018

Highlighted filing

2018

Revenue$42,636
Expenses$1,060,980
Net Income-$1,018,344
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$42,636
Expenses
$1,060,980
Net income
-$1,018,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.04$1.06$1.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.08$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.05$0.07$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.17$0.07$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.18$0.06$0.12
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.08$0.06$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.03
2010Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2012 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGOT E ASHLEYPresident-$0--
DAVID W ASHLEYVice President-$0--
DAVID C BATEY JRSecretary & Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUNGER TASK FORCEOPERATIONS SUPPORTPUBLICMILWAUKEE, WI, US$6,000
Paid GrantLIFESTRIDERSOPERATIONS SUPPORTS\PUBLLIC 501C3WAUKESHA, WI, US$3,000
Paid GrantSECOND HARVEST FOOD BANKOPERATIONS SUPPORTPUBLICMILWAUKEE, WI, US$3,000
Paid GrantRONALD MCDONALD HOUSEGENERAL OPERATIONS SUPPORTPUBLICWAUWATOSA, WI, US$3,000
Paid GrantKETTLE MORAINE SCHOLARSHIPGENERAL SCHOLARSHIPSPUBLICWALES, WI, US$2,000
Paid GrantELMBROOK HUMANE SOCIETYOPERATIONS SUPPORTPUBLICBROOKFILED, WI, US$1,000
Filing and Contact Details

Filer

EIN
39-6045395
Raw XML AppendixShowing 400 of 452 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0U.S. BANK, TAX PREP FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0950
GeneralExplanationAttachment/GeneralExplanation/Explanation0GRANTS FROM THE CD & EP ASHLEY FOUNDATION HAVE NO MONETARY RESTRICTIONS AND ARE GIVEN TO ORGANIZATIONS THAT FALL IN THE FOLLOWING GENERAL CATEGORIES: ANIMAL WELFARE, CHILDREN & YOUTH WELFARE, CONSERVA TION, CULTURE (MUSEUMS,BALLET, PERFORMING ARTS), EDUCATION, HANDICAPPE D, HEALTH 7 HEALTH RESEARCH, RELIGIOUS INSTITUTIONS, SCIENTIFIC RESEAR CH. THERE ARE NOT ANY GEOGRAPHICAL RESTRICTIONS BUT, WITH FEW EXCEPTIONS, GRANTS ARE GIVEN TO ORGANIZATIONS IN WISCONSIN AND THE UNITED STATES.
GeneralExplanationAttachment/GeneralExplanation/Identifier0SUPPLEMENTARY INFORMATION
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0PART XV, LINES 2a - 2d
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV067641
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1NUVEEN CORE PLUS BD FD
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3NUVEEN INFLA PRTD SECURS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4CREDIT SUISSE COMM RET ST
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0NUVEEN SMALL CAP VAL FD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4NUVEEN MID CAP VAL FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5NUVEEN SMALLCAP SELECT FD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7NUVEEN LG CAP GRWTH OPP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ABERDEEN FDS EMRG MKT INSTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AMERN CENT SMALLCAP VALU INS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11NUVEEN DIVIDEND VALU FD CL I
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
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IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62007-12-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82012-09-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-04
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-09-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-09-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-12-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81519.889 SCOUT INTERNATIONAL FUND
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn046486
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIAL FORM
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