Civic Intelligence

Ascension Endowment Fund Inc.

990 • Fiscal year 2015 • EIN 39-6067949

Apr 01, 2014 to Mar 31, 2015 • Filed on Jan 29, 2016

Organization ProfileN/A
1236 S Layton BlvdMilwaukee, WI 53215

(414) 645-2933

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-57%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

40th percentile

-1.4%

Faster asset growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$2,414,114

Down $33,578 (-1.4%) from 2014

Net Assets

Down

$2,414,114

Down $33,578 (-1.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin6th percentile

Revenue

Down

$147,739

Down $65,484 (-31%) from 2014

Expenses

Down

$231,906

Down $33,130 (-13%) from 2014

Net Income

Down

-$84,167

Down $32,354 (-62%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,228,221Liabilities 2011: $0Net Assets 2011: $2,228,2212011Assets 2012: $2,641,632Liabilities 2012: $0Net Assets 2012: $2,641,6322012Assets 2013: $2,579,534Liabilities 2013: $0Net Assets 2013: $2,579,5342013Assets 2014: $2,447,692Liabilities 2014: $0Net Assets 2014: $2,447,6922014Assets 2015: $2,414,114Liabilities 2015: $0Net Assets 2015: $2,414,1142015Assets 2016: $2,255,398Liabilities 2016: $0Net Assets 2016: $2,255,3982016Assets 2017: $2,830,130Liabilities 2017: $0Net Assets 2017: $2,830,1302017Assets 2018: $2,738,632Liabilities 2018: $0Net Assets 2018: $2,738,6322018Assets 2019: $2,660,386Liabilities 2019: $0Net Assets 2019: $2,660,3862019Assets 2020: $2,196,207Liabilities 2020: $0Net Assets 2020: $2,196,2072020Assets 2021: $2,787,425Liabilities 2021: $0Net Assets 2021: $2,787,4252021Assets 2022: $2,856,776Liabilities 2022: $0Net Assets 2022: $2,856,7762022Assets 2023: $2,539,403Liabilities 2023: $0Net Assets 2023: $2,539,4032023Assets 2024: $2,649,718Liabilities 2024: $0Net Assets 2024: $2,649,7182024Assets 2025: $2,823,345Liabilities 2025: $0Net Assets 2025: $2,823,3452025

Highlighted filing

2015

Assets$2,414,114
Liabilities$0
Net Assets$2,414,114
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $136,523Expenses 2011: $213,239Net Income 2011: -$76,7162011Revenue 2012: $198,046Expenses 2012: $246,350Net Income 2012: -$48,3042012Revenue 2013: $303,392Expenses 2013: $338,609Net Income 2013: -$35,2172013Revenue 2014: $213,223Expenses 2014: $265,036Net Income 2014: -$51,8132014Revenue 2015: $147,739Expenses 2015: $231,906Net Income 2015: -$84,1672015Revenue 2016: $149,792Expenses 2016: $243,166Net Income 2016: -$93,3742016Revenue 2017: $775,568Expenses 2017: $212,546Net Income 2017: $563,0222017Revenue 2018: $206,402Expenses 2018: $360,711Net Income 2018: -$154,3092018Revenue 2019: $199,639Expenses 2019: $253,255Net Income 2019: -$53,6162019Revenue 2020: $184,654Expenses 2020: $233,826Net Income 2020: -$49,1722020Revenue 2021: $7,477Expenses 2021: $147,068Net Income 2021: -$139,5912021Revenue 2022: $135,536Expenses 2022: $145,963Net Income 2022: -$10,4272022Revenue 2023: $270,846Expenses 2023: $159,079Net Income 2023: $111,7672023Revenue 2024: $110,065Expenses 2024: $104,855Net Income 2024: $5,2102024Revenue 2025: $126,062Expenses 2025: $143,400Net Income 2025: -$17,3382025

Highlighted filing

2015

Revenue$147,739
Expenses$231,906
Net Income-$84,167
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jan 29, 2016
Return Version
2014v6.0
Gross Receipts
$147,739
Mission and Program Overview

Mission

Support Evangelical Lutheran Church of the Ascension

Support of Evangelical Lutheran Church of the Ascension

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,365,496$2,332,543▼ $32,953
Other Notes and Loans Receivable, Net$72,589$76,309▲ $3,720
Cash and Non-Interest-Bearing Accounts$9,607$5,262▼ $4,345
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,447,692$2,414,114▼ $33,578
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,536,715$1,536,715→ $0
Unrestricted Net Assets$910,977$877,399▼ $33,578
Total Net Assets Fund Balance$2,447,692$2,414,114▼ $33,578
Total Liabilities and Net Assets / Fund Balance$2,447,692$2,414,114▼ $33,578

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,536,715$5,000▲ $142,739-$1,536,715
2014$1,536,715$16,474▲ $196,724-$1,536,715
2013$1,536,715-▲ $303,392$120,414$1,536,715
2012$1,536,715$13,181▲ $184,865$39,291$1,536,715
2011$1,536,715$1,020▲ $135,502-$1,536,715
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Roger RustadPresident
Mark ThomsenVice President
Art MaesBoard Member
Cheryl GrothBoard Member
Jim AndreeBoard Member
May Yer ThaoBoard Member
Joan Semrad HutchinsonDirector
Kenneth BergSecretary
Kirsten Fagerland PezewskiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$142,739
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-84,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$229,884
Other Expenses$2,022
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$229,884--$229,884
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$10-$10
Total Functional Expenses$229,884$2,022$0$231,906
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evg Luth Ch of the AscensionMilwaukee, WI-Budget Support$229,884
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Copy of 990 is reviewed by Board of Directors prior to filing.Unanimous approval is required before signing/filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ascension Endowment Fund Inc
EIN
39-6067949
Phone
4146452933
Address
1236 S LAYTON BLVD, MILWAUKEE, WI 53215

Signing Officer

Name
Kirsten Fagerland Pezewski
Title
Treasurer
Signed
2016-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kirsten Fagerland Pezewski
Formed
1955
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Andrew C Holman
Phone
4142711451
Raw XML AppendixShowing 400 of 405 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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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-84167
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01536715
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01536715
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0147739
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0142739
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01536715
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt016474
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01536715
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0213198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0196724
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01536715
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01536715
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0182978
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0303392
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0120414
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01536715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013181
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01536715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0158755
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0184865
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt039291
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01536715
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01536715
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0136522
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0135502
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0229884
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Budget Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Evg Luth Ch of the Ascension
IRS990ScheduleI/RecipientTable/RecipientEIN0390813404
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01236 W Layton Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Milwaukee
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053215
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copy of 990 is reviewed by Board of Directors prior to filing.Unanimous approval is required before signing/filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02447692
IRS990/TotalAssetsEOYAmt02414114
IRS990/TotalAssetsGrp/BOYAmt02447692
IRS990/TotalAssetsGrp/EOYAmt02414114
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02022
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0229884
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231906
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02447692
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02414114
IRS990/TotalProgramServiceExpensesAmt0229884
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0142739
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0147739
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02447692
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02414114
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0910977
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0877399
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01236 S Layton Blvd
IRS990/USAddress/CityNm0Milwaukee
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053215
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kirsten Fagerland Pezewski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASCENSION ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ASCE
ReturnHeader/Filer/EIN0396067949
ReturnHeader/Filer/PhoneNum04146452933
ReturnHeader/Filer/USAddress/AddressLine1Txt01236 S LAYTON BLVD
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ritz Holman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E Kilbourn Ste 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532023144
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW C HOLMAN

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,414,114
Liabilities
$0
Net assets
$2,414,114
Revenue
$147,739
Expenses
$231,906
Net income
-$84,167
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.13$0.14$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.27$0.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.14$0.15$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.01$0.15$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.18$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.20$0.25$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.21$0.36$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.78$0.21$0.56
2016Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.15$0.24$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.15$0.23$0.08
2014Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.21$0.27$0.05
2013Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$0.30$0.34$0.04
2012Summary only. Only limited summary data is available for this year.$2.64$0.00$2.64$0.20$0.25$0.05
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.14$0.21$0.08