Civic Intelligence

Puelicher Foundation Inc

990PF • Fiscal year 2017 • EIN 39-6055461

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 18, 2018

C/O BMO Harris Bank 115 S 84th StreMilwaukee, WI 53214

(414) 875-3244

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

41st percentile

0.2%

Higher net margin than 41% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.3%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-16%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,475,422

Up $56,512 (+2.3%) from 2016

Net Assets

Up

$2,475,422

Up $56,512 (+2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$330,211

Down $63,284 (-16%) from 2016

Expenses

Up

$329,466

Up $125,699 (+62%) from 2016

Net Income

Down

$745

Down $188,983 (-100%) from 2016

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: $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

2017

Assets$2,475,422
Liabilities$0
Net Assets$2,475,422

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: $378,2432011Revenue 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

2017

Revenue$330,211
Expenses$329,466
Net Income$745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 18, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES B WIGDALEPresident-$0--
DIANE L SEBIONSec/Treas-$0--
JUDITH C MURPHYDirector/CFO-$0--
NANCY GERFINAsst Treas-$0--
MELISSA D SMIDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Puelicher Foundation Inc
EIN
39-6055461
Phone
4148753244
Address
C/O BMO Harris Bank 115 S 84th Stre, Milwaukee, WI 53214

Signing Officer

Name
James Wigdale
Title
President
Phone
4148753244
Signed
2018-06-18

Preparer

Firm
TMI Trust Company
Address
115 S 84th Street Suite 325, Milwaukee, WI 53214
Preparer
Laura Vogel CPA
Phone
4148753240
Raw XML Appendix355 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0See attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1See attached - Capital Gain Dividend
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0129750
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0See attached schedule
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See attached - Capital Gain Dividend
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02563635
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES B WIGDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE L SEBION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDITH C MURPHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY GERFIN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASST TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0MI CORP 770 N WATER
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02538689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02858061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03009016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02760986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02649288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0307500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.488557
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0304276
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0307500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03224
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0307500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 EAST KILBOURN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877197
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE PUELICHER FOUNDATION IS ORGANIZED AND OPERATED TO MAKECASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATIONDOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0307500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INFORMATION ABOUT EXPECTED COMMUNITY BENEFITS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES B WIGDALE 770 NORTH WATER STR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04147657707
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0770 NORTH WATER STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0307500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0OF CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0307500
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/AppliedToCurrentYearAmt0132461
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0131147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt073451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt089376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0317716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0317716
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0540216
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0175039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt071203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0131147
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt073451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt089376
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0307500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0175039
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0857932
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0682893
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt088185
OtherDecreasesSchedule/OtherDecreasesDetail/Amt128
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Grants that did not clear checking acct
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CHANGE IN ACCRUAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc02016 FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt085
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0140000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt13980
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Grants that did not clear checking acct
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12016 COST BASIS ADJ FOR DISALLOWED WASH LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06398
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK, NA AGENT/INVT MGMT
TaxesSchedule/TaxesDetail/Amt01370
TaxesSchedule/TaxesDetail/Amt16800
TaxesSchedule/TaxesDetail/Amt21000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt12017 ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2Misc Expence
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01370
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WIGDALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753244
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUELICHER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PUEL
ReturnHeader/Filer/EIN0396055461
ReturnHeader/Filer/PhoneNum04148753244
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BMO Harris Bank 115 S 84th Stre
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B28BCC287D2DAAB5B441070BB9B45E42E0F26D68
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022DD4298732F36F4728E54296F429D6B410CFF84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.11.138.238
ReturnHeader/FilingSecurityInformation/IPDt02018-06-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:08:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th Street Suite 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753240
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA VOGEL CPA
ReturnHeader/ReturnTs02018-06-26T06:09:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

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