Civic Intelligence

Puelicher Foundation Inc

990PF • Fiscal year 2012 • EIN 39-6055461

Jan 01, 2012 to Dec 31, 2012 • Filed on May 09, 2013

Organization Profile
111 E Kilbourn Ave53202
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,839,020

Flat from 2012

Net Assets

$1,839,020

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$458,656

Flat from 2012

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.

$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: $0Net Assets 2012: $1,839,0202012Assets 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

2012

Assets$1,839,020
Liabilities$0
Net Assets$1,839,020
Open 2012 Filing

Operations Trend

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: $378,2432011Expenses 2012: $458,6562012Revenue 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

2012

Revenue-
Expenses$458,656
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 9, 2013
Return Version
2012v2.0
Compensation and Service Providers

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$447,000
Filing and Contact Details

Filer

EIN
39-6055461
Raw XML Appendix365 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES B WIGDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DIANE L SEBION
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JUDITH C MURPHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3REBECCA L LONERGAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4MARY P UIHLEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5MELISSA D SMID
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10MI CORP 770 N WATER
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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/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0INFORMATION ABOUT EXPECTED COMMUNITY BENEFITS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JAMES B WIGDALE 770 NORTH WATER STR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04147657707
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10770 NORTH WATER STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0447000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10OF CONTRIBUTIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MILWAUKEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode053202
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0447000
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/AppliedToCurrentYear0129284
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0129284
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10214776
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20210545
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30352262
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear501661650
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear501661650
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01095299
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0317716
IRS990PF/UndistributedIncome/ExcessFromYear10214776
IRS990PF/UndistributedIncome/ExcessFromYear20210545
IRS990PF/UndistributedIncome/ExcessFromYear30352262
IRS990PF/UndistributedIncome/QualifyingDistributions0447000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0317716
IRS990PF/UndistributedIncome/TotalCorpus02756949
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02439233
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount0331
OtherDecreasesSchedule/OtherDecreases/Description0CHANGE IN ACCRUAL
OtherExpensesSchedule/OtherExpenses/Description0BOOKKEEPING
OtherExpensesSchedule/OtherExpenses/Description1MISC INVESTMENT EXP
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome07
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0300
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks17
OtherIncomeSchedule2/OtherIncome/Description0MGMT FEE CREDIT
OtherIncomeSchedule2/OtherIncome/Description1TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome07750
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks07750
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1449
OtherIncreasesSchedule/OtherIncreases/Amount02615
OtherIncreasesSchedule/OtherIncreases/Amount12
OtherIncreasesSchedule/OtherIncreases/Description02012 BOOK ADJUSTMENTS FOR 2011 WASH SALES
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount06298
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0BMO HARRIS BANK, NA AGENT/INVT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome06298
TaxesSchedule/Taxes/Amount02003
TaxesSchedule/Taxes/Amount13048
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/Category1ESTIMATED TAXES
TaxesSchedule/Taxes/NetInvestmentIncome02003
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0396055461
ReturnHeader/Filer/Name/BusinessNameLine10PUELICHER FOUNDATION INC
ReturnHeader/Filer/NameControl0PUEL
ReturnHeader/Filer/Phone04142877197
ReturnHeader/Filer/USAddress/AddressLine10111 E KILBOURN AVE
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053202
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0JAMES WIGDALE
ReturnHeader/Officer/Phone04142877197
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BMO HARRIS BANK NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10111 E KILBOURN AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053202
ReturnHeader/Preparer/Name0RICHARD STENDLER
ReturnHeader/Preparer/Phone04142877134
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T12:27:16-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,839,020
Liabilities
$0
Net assets
$1,839,020
Revenue
-
Expenses
$458,656
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
2012Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.46
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