Civic Intelligence

Phillip J Fellner Foundation Inc.

990PF • Fiscal year 2011 • EIN 39-6049793

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 27, 2012

1633 Wisconsin Avenue53403
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

59th percentile

2.9%

Faster asset growth than 59% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$9,975

Up $281 (+2.9%) from 2010

Net Assets

Up

$9,975

Up $281 (+2.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$173

Up $5 (+3.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2010: $9,694Liabilities 2010: $0Net Assets 2010: $9,6942010Assets 2011: $9,975Liabilities 2011: $0Net Assets 2011: $9,9752011Assets 2012: $9,939Liabilities 2012: $0Net Assets 2012: $9,9392012Assets 2013: $10,177Liabilities 2013: $1Net Assets 2013: $10,1772013Assets 2015: $10,646Liabilities 2015: $02015Assets 2024: $10,560Liabilities 2024: $0Net Assets 2024: $10,5602024

Highlighted filing

2011

Assets$9,975
Liabilities$0
Net Assets$9,975

Operations Trend

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

$600$400$200$0Expenses 2010: $1682010Expenses 2011: $1732011Expenses 2012: $4762012Revenue 2013: $410Expenses 2013: $172Net Income 2013: $2382013Revenue 2015: $359Expenses 2015: $21Net Income 2015: $3382015Revenue 2024: $186Expenses 2024: $86Net Income 2024: $1002024

Highlighted filing

2011

Revenue-
Expenses$173
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 27, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW FELLNERPresident/Tr-$0--
LISA LAITINENVice Preside-$0--
MARY ANN FELLNERDirector-$0--
Filing and Contact Details

Filer

EIN
39-6049793
Raw XML Appendix207 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/Category0TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0150
CompensationExplanation/Compensation/PersonName0ANDREW FELLNER
CompensationExplanation/Compensation/PersonName1LISA LAITINEN
CompensationExplanation/Compensation/PersonName2MARY ANN FELLNER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue08800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1438
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue219
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV05840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19838
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0400 JOHN HANCOCK INCOME SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11040 MODINE MANUFACTURING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2248 PROLIANCE INTL INC-MODINE SPINOF
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0525990
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount0454
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0454
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0454
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0150
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY09694
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY09975
IRS990PF/BalanceSheets/TotalNetAssetsBOY09694
IRS990PF/BalanceSheets/TotalNetAssetsEOY09975
IRS990PF/BalanceSheets/UnrestrictedBOY09694
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY016396
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ANDREW FELLNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LISA LAITINEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARY ANN FELLNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/TR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101633 WISCONSIN AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111633 WISCONSIN AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123818 CHEYENNE COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine201633 WISCONSIN AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine211633 WISCONSIN AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine223818 CHEYENNE COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0RACINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1RACINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2RACINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053403
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode153403
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode253403
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0173
IRS990PF/QualifyingDistributions/ExpensesAndContributions0173
IRS990PF/QualifyingDistributions/QualifyingDistributions0173
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ANDREW FELLNER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02626378718
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101633 WISCONSIN AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine201633 WISCONSIN AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0RACINE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode053403
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10168
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20188
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30191
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40183
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50184
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0903
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0173
IRS990PF/UndistributedIncome/ExcessFromYear10168
IRS990PF/UndistributedIncome/ExcessFromYear20188
IRS990PF/UndistributedIncome/ExcessFromYear30191
IRS990PF/UndistributedIncome/ExcessFromYear40183
IRS990PF/UndistributedIncome/QualifyingDistributions0173
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0173
IRS990PF/UndistributedIncome/TotalCorpus01087
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0914
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1WI SECRETARY OF STATE FILING
OtherExpensesSchedule/OtherExpenses/Description2ANNUAL NEWSPAPER NOTICE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps010
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps113
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks113
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396049793
ReturnHeader/Filer/Name/BusinessNameLine10PHILLIP J FELLNER FOUNDATION INC
ReturnHeader/Filer/NameControl0PHIL
ReturnHeader/Filer/Phone02628378718
ReturnHeader/Filer/USAddress/AddressLine101633 WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/City0RACINE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053403
ReturnHeader/Officer/DateSigned02012-03-27
ReturnHeader/Officer/Name0ANDREW FELLNER
ReturnHeader/Officer/Phone02628378718
ReturnHeader/Officer/Title0PRESIDENT/TREASURER
ReturnHeader/Preparer/DatePrepared02012-03-30
ReturnHeader/Preparer/Name0GARY HENSELER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-30T18:04:34-05:00

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Filings