Civic Intelligence

Puelicher Foundation Inc

990PF • Fiscal year 2011 • EIN 39-6055461

Jan 01, 2011 to Dec 31, 2011 • Filed on May 11, 2012

Organization Profile
111 E Kilbourn Ave53202
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

13th percentile

-9.9%

Faster asset growth than 13% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,968,662

Down $215,815 (-9.9%) from 2010

Net Assets

Down

$1,968,662

Down $215,815 (-9.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$378,243

Up $17,333 (+4.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,184,477Liabilities 2010: $0Net Assets 2010: $2,184,4772010Assets 2011: $1,968,662Liabilities 2011: $0Net Assets 2011: $1,968,6622011Assets 2012: $1,839,020Liabilities 2012: $12012Assets 2013: $1,843,865Liabilities 2013: $1Net Assets 2013: $1,843,8652013Assets 2014: $2,073,524Liabilities 2014: $1Net Assets 2014: $2,073,5242014Assets 2015: $2,310,933Liabilities 2015: $1Net Assets 2015: $2,310,9332015Assets 2016: $2,418,910Liabilities 2016: $0Net Assets 2016: $2,418,9102016Assets 2017: $2,475,422Liabilities 2017: $0Net Assets 2017: $2,475,4222017Assets 2018: $2,535,802Liabilities 2018: $0Net Assets 2018: $2,535,8022018Assets 2019: $2,281,038Liabilities 2019: $1Net Assets 2019: $2,281,0382019Assets 2020: $2,197,138Liabilities 2020: $1Net Assets 2020: $2,197,1382020Assets 2021: $2,265,554Liabilities 2021: $1Net Assets 2021: $2,265,5542021Assets 2022: $2,209,900Liabilities 2022: $1Net Assets 2022: $2,209,9002022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2011

Assets$1,968,662
Liabilities$0
Net Assets$1,968,662
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $360,9102010Expenses 2011: $378,2432011Revenue 2012: $326,728Expenses 2012: $458,656Net Income 2012: -$131,9282012Revenue 2013: $239,494Expenses 2013: $234,856Net Income 2013: $4,6382013Revenue 2014: $463,381Expenses 2014: $229,704Net Income 2014: $233,6772014Revenue 2015: $346,019Expenses 2015: $290,085Net Income 2015: $55,9342015Revenue 2016: $393,495Expenses 2016: $203,767Net Income 2016: $189,7282016Revenue 2017: $330,211Expenses 2017: $329,466Net Income 2017: $7452017Revenue 2018: $318,487Expenses 2018: $242,828Net Income 2018: $75,6592018Revenue 2019: $89,126Expenses 2019: $321,047Net Income 2019: -$231,9212019Revenue 2020: $202,636Expenses 2020: $252,004Net Income 2020: -$49,3682020Revenue 2021: $354,955Expenses 2021: $310,039Net Income 2021: $44,9162021Revenue 2022: $73,141Expenses 2022: $238,330Net Income 2022: -$165,1892022Revenue 2023: $241,974Expenses 2023: $2,248,573Net Income 2023: -$2,006,5992023

Highlighted filing

2011

Revenue-
Expenses$378,243
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 11, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES B WIGDALEPresident-$0--
DIANE L SEBIONSec/Treas-$0--
JUDITH C MURPHYDirector-$0--
REBECCA L LONERGANAsst Treas-$0--
MARY P UIHLEINDirector-$0--
MELISSA D SMIDDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULECHARITABLEN/AMILWAUKEE, WI, US$359,500
Filing and Contact Details

Filer

EIN
39-6055461
Raw XML AppendixShowing 400 of 683 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-03-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102007-10-25
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-12-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-12-06
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-11-15
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-12-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-11-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172011-12-06
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset149.000 SHS AMGEN INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22000.000 SHS APPLIED MATLS INC COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3.449 SHS BANK MONTREAL QUE COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41000.000 SHS BANK MONTREAL QUE COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5500.000 SHS BANK MONTREAL QUE COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6626.444 SHS DODGE & COS INTL STOCK FD (DISALLOWED LOSS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7912.480 SHS DODGE & COX INTL STOCK FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81000.000 FORD MTR CO DEL COM PAR $.01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9100.000 SHS GOOGLE INC CL A
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10578.134 SHS HARBOR FD INTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1190.646 SHS HARBOR FD INTL FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13707.714 BMO EMERG MARKETS EQUITY FD (DISALLOWED LOSS)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset144025.765 SHS BMO SMALL-CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15394.945 SHS BMO MID-CAP VALUE FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16841.729 SHS BMO MID-CAP GROWTH FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17500.000 SHS MICROSOFT CORP COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18LONG TERM CAPITAL GAIN DIVS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,968,662
Liabilities
$0
Net assets
$1,968,662
Revenue
-
Expenses
$378,243
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.24$2.25$2.01
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.07$0.24$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.35$0.31$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.20$0.25$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.09$0.32$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.32$0.24$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.33$0.33$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.39$0.20$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.35$0.29$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.46$0.23$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.24$0.23$0.00
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$0.33$0.46$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.38
2010Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.36