Civic Intelligence

Forest H Schafer Foundation Incorporated

990PF • Fiscal year 2020 • EIN 39-6048425

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 24, 2021

199 7th StreetClintonville, WI 54929

(501) 519-4442

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

13th percentile

-63%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

38th percentile

-2.8%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

54th percentile

-9.5%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Down

$104,678

Down $3,003 (-2.8%) from 2019

Net Assets

$104,678

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$4,742

Down $496 (-9.5%) from 2019

Expenses

Up

$7,745

Up $740 (+11%) from 2019

Net Income

Down

-$3,003

Down $1,236 (-70%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $237,012Liabilities 2011: $02011Assets 2012: $221,421Liabilities 2012: $0Net Assets 2012: $221,4212012Assets 2013: $208,667Liabilities 2013: $1Net Assets 2013: $208,6672013Assets 2014: $183,433Liabilities 2014: $1Net Assets 2014: $183,4332014Assets 2015: $157,729Liabilities 2015: $1Net Assets 2015: $157,7292015Assets 2016: $151,666Liabilities 2016: $0Net Assets 2016: $151,6662016Assets 2019: $107,681Liabilities 2019: $02019Assets 2020: $104,678Liabilities 2020: $1Net Assets 2020: $104,6782020Assets 2021: $111,229Liabilities 2021: $1Net Assets 2021: $111,2292021Assets 2022: $114,398Liabilities 2022: $1Net Assets 2022: $114,3982022Assets 2023: $117,999Liabilities 2023: $1Net Assets 2023: $117,9992023Assets 2024: $119,121Liabilities 2024: $0Net Assets 2024: $119,1212024

Highlighted filing

2020

Assets$104,678
Liabilities$1
Net Assets$104,678

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $3,376Expenses 2011: $17,025Net Income 2011: -$13,6492011Expenses 2012: $19,2412012Revenue 2013: $5,441Expenses 2013: $18,802Net Income 2013: -$13,3612013Revenue 2014: $16,013Expenses 2014: $40,747Net Income 2014: -$24,7342014Revenue 2015: $13,873Expenses 2015: $39,327Net Income 2015: -$25,4542015Revenue 2016: $11,886Expenses 2016: $17,949Net Income 2016: -$6,0632016Revenue 2019: $5,238Expenses 2019: $7,005Net Income 2019: -$1,7672019Revenue 2020: $4,742Expenses 2020: $7,745Net Income 2020: -$3,0032020Revenue 2021: $7,224Expenses 2021: $674Net Income 2021: $6,5502021Revenue 2022: $5,648Expenses 2022: $2,479Net Income 2022: $3,1692022Revenue 2023: $4,882Expenses 2023: $1,283Net Income 2023: $3,5992023Revenue 2024: $8,451Expenses 2024: $7,067Net Income 2024: $1,3842024

Highlighted filing

2020

Revenue$4,742
Expenses$7,745
Net Income-$3,003
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 24, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P SCHAFERPresidenttreasuer-$0--
TODD C SCHAFERVice President-$0--
ANNE M FUGESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Forest H Schafer Foundation
EIN
39-6048425
In Care Of
% Todd Schafer
Phone
5015194442
Address
199 7th Street, Clintonville, WI 54929

Signing Officer

Name
Todd Schafer
Title
Vice President
Phone
5015194442
Signed
2021-02-24
Raw XML Appendix309 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 S Main
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt124 W 13th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt250 10th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O Box 116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Clintonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Clintonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Clintonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Clintonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354929
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06150
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05904
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07640
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045874
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0139
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07595
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06653
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0749
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt083024
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082275
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax Paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD SCHAFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum05015194442
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Forest H Schafer Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Forest H Schafer Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0396048425
ReturnHeader/Filer/InCareOfNm0% Todd Schafer
ReturnHeader/Filer/PhoneNum05015194442
ReturnHeader/Filer/USAddress/AddressLine1Txt0199 7th Street
ReturnHeader/Filer/USAddress/CityNm0Clintonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054929
ReturnHeader/ReturnTs02021-02-24T11:55:02-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHAFER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.05$0.01$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.06$0.02$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.07$0.01$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.08$0.03
2019Summary only. Only limited summary data is available for this year.$1.08$0.00$0.05$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.12$0.18$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.14$0.39$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.16$0.41$0.25
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.05$0.19$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.19
2011Summary only. Only limited summary data is available for this year.$2.37$0.00$0.03$0.17$0.14