Civic Intelligence

Roehl Foundation Inc.

990PF • Fiscal year 2022 • EIN 39-6048089

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 01, 2022

Organization Profile
PO Box 168Oconomowoc, WI 53066

(262) 569-3000

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

94th percentile

82%

Higher net margin than 94% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

90th percentile

42%

Faster asset growth than 90% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

292%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,628,839

Up $1,970,098 (+42%) from 2021

Net Assets

Up

$6,628,839

Up $1,970,098 (+42%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

Up

$2,402,644

Up $1,790,052 (+292%) from 2021

Expenses

Up

$432,546

Up $33,312 (+8.3%) from 2021

Net Income

Up

$1,970,098

Up $1,756,740 (+823%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,137,442Liabilities 2012: $02012Assets 2013: $3,085,315Liabilities 2013: $02013Assets 2014: $3,106,313Liabilities 2014: $02014Assets 2015: $3,000,480Liabilities 2015: $02015Assets 2016: $3,157,082Liabilities 2016: $02016Assets 2020: $4,445,383Liabilities 2020: $02020Assets 2021: $4,658,741Liabilities 2021: $1Net Assets 2021: $4,658,7412021Assets 2022: $6,628,839Liabilities 2022: $1Net Assets 2022: $6,628,8392022Assets 2023: $6,795,058Liabilities 2023: $1Net Assets 2023: $6,795,0582023Assets 2024: $6,762,800Liabilities 2024: $1Net Assets 2024: $6,762,8002024Assets 2025: $7,073,017Liabilities 2025: $0Net Assets 2025: $7,073,0172025

Highlighted filing

2022

Assets$6,628,839
Liabilities$1
Net Assets$6,628,839
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $264,671Expenses 2012: $284,247Net Income 2012: -$19,5762012Revenue 2013: $207,697Expenses 2013: $259,824Net Income 2013: -$52,1272013Revenue 2014: $319,443Expenses 2014: $298,445Net Income 2014: $20,9982014Revenue 2015: $217,926Expenses 2015: $323,759Net Income 2015: -$105,8332015Revenue 2016: $462,406Expenses 2016: $305,804Net Income 2016: $156,6022016Revenue 2020: $708,520Expenses 2020: $374,211Net Income 2020: $334,3092020Revenue 2021: $612,592Expenses 2021: $399,234Net Income 2021: $213,3582021Revenue 2022: $2,402,644Expenses 2022: $432,546Net Income 2022: $1,970,0982022Revenue 2023: $650,511Expenses 2023: $484,292Net Income 2023: $166,2192023Revenue 2024: $584,288Expenses 2024: $616,546Net Income 2024: -$32,2582024Revenue 2025: $1,031,022Expenses 2025: $725,805Net Income 2025: $305,2172025

Highlighted filing

2022

Revenue$2,402,644
Expenses$432,546
Net Income$1,970,098
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 1, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER G ROEHLPresident/Director-$0--
NANCY A ROEHLVice President/Director-$0--
WENDY A LUENGENSecretary/Treasurer/Direct-$0--
Filing and Contact Details

Filer

Filer Name
Roehl Foundation Inc
EIN
39-6048089
Phone
2625693000
Address
PO BOX 168, OCONOMOWOC, WI 53066

Signing Officer

Name
Peter G Roehl
Title
President
Phone
2625693000
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Mary Ellen Michaelson
Phone
2627970400
Raw XML AppendixShowing 400 of 863 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03108
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03108
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt572161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt714675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt837063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9139128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1060469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11138899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1239530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1351406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1453982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1585369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1631969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1742777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1828122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1940854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2042527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2187097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2276905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23101204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2493782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2596955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2617976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2747395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2843174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2932405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3078128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3156950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3238569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3334045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3442085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3555430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3629250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37122961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3844247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3975595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4017663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41108829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4257484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4317764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44109791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4535739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4683283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47185745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4935203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt076470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt177814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2109890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3291960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt443827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt578254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt740469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt829612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt954688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1079975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11208936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12108660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1369322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14143784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1574128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1692666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17149735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1856941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1944097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2099840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21111265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2274571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2373221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2455580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2591784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26109708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2742750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2847880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2975900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30123440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31114174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32128415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33117893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34115280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3549404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3650327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37191610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3846178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3996110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4052348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41143040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4239465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4384508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44176904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45121086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46146032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47162120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4813985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4999434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01000 SHS ADVANCED MICRO DEVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1550 SHS AMERISOURCEBERGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21000 SHS AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31200 SHS AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4300 SHS ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52200 SHS ARTISAN PART ASSET CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm660 SHS ATLANTIC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71300 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81100 SHS BATH & BODY WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 SHS BOEING CO ODDLOT TENDER OFFER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101750 SHS CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114900 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121000 SHS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132200 SHS CORNING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14300 SHS COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15800 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161400 SHS D R HORTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17500 SHS DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18470 SHS DIAMONDBACK ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19350 SHS EATON CORP PLC F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202000 SHS FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213500 SHS FEDERATED INVS PA CL B CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm226700 SHS FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231500 SHS GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241750 SHS GENERAL MOTORS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25700 SHS HEICO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26400 SHS HOME DEPOT INC TENDER OFFER EXP: 08/16/0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271500 SHS JUNIPER NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm283800 SHS M G I C INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291500 SHS MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30500 SHS MC DONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31350 SHS MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32500 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331550 SHS MORGAN STNLY DEAN WITTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34550 SHS MOTOROLA SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35600 SHS PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36350 SHS PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371500 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382350 SHS RADIAN GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 SHS RAYTHEON TECHNOLOGIES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40400 SHS REPUBLIC SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm414000 SHS SCHLUMBERGER LTD F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42900 SHS STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43550 SHS TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442800 SHS THE CHARLES SCHWAB CORP WITH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45900 SHS T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46800 SHS UNITED PARCEL SRVC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm476000 SHS VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48500 SHS VICTORIAS SECRET & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49650 SHS WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0349099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1443512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2722236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CONTINENTAL PROPERTIES REIT FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CONTINENTAL PROPERTIES REIT FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CONTINENTAL PROPERTIES REIT FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0722623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1715253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2722236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0119415
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0803229
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-2395
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0920249
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0920249
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03108
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03108
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0803229
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0370500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0370500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01480000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0119415
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0119415
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01970098
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01962227
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0803229
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0875975
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-2395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02424
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt044274
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt044274
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0373637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0432546
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0922644
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02402644
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046669
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt062046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01158998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0803165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0803165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01962163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0803229
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01970098
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06628839
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04658741
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06628839
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0417019
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0417019
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0417019
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0429195
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012176
IRS990PF/DistributableAmountGrp/TotalTaxAmt012176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000
IRS990PF/FMVAssetsEOYAmt09066307
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt027466
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt049946
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt049946
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt029930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03624619
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02893337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04685540
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04658741
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt06628839
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0904303
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01514847
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02160112
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt072423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02170709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02170709
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04658741
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06628839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09066307
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04658741
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06628839
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04658741
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06628839
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08714617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06822373
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0130719
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01844725
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0429195
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08583898
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08714617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER G ROEHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY A ROEHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WENDY A LUENGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt033 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt233 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0373637
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0373637
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER G ROEHL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt033 S MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OCONOMOWOC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053066
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02625693000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER G ROEHL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1BUILDING-ADDL PLEDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2EXPANSION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0ROGERS MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1LAKE COUNTRY LUTHERAN EXPANSION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2KOHL CENTER MATCH CHARITABLE GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt034700 VALLEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1401 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt21848 UNIVERSITY AVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,628,839
Liabilities
$1
Net assets
$6,628,839
Revenue
$2,402,644
Expenses
$432,546
Net income
$1,970,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$1.03$0.73$0.31
2024Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.58$0.62$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.65$0.48$0.17
2022Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$2.40$0.43$1.97
2021Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.61$0.40$0.21
2020Summary only. Only limited summary data is available for this year.$4.45$0.00$0.71$0.37$0.33
2016Summary only. Only limited summary data is available for this year.$3.16$0.00$0.46$0.31$0.16
2015Summary only. Only limited summary data is available for this year.$3.00$0.00$0.22$0.32$0.11
2014Summary only. Only limited summary data is available for this year.$3.11$0.00$0.32$0.30$0.02
2013Summary only. Only limited summary data is available for this year.$3.09$0.00$0.21$0.26$0.05
2012Summary only. Only limited summary data is available for this year.$3.14$0.00$0.26$0.28$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $5M-$10M nonprofits