Civic Intelligence

Ascension Endowment Fund Inc.

990 • Fiscal year 2024 • EIN 39-6067949

Apr 01, 2023 to Mar 31, 2024 • Filed on Nov 19, 2024

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

4.7%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

4.3%

Faster asset growth than 50% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,649,718

Up $110,315 (+4.3%) from 2023

Net Assets

Up

$2,649,718

Up $110,315 (+4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin51st percentile

Revenue

Down

$110,065

Down $160,781 (-59%) from 2023

Expenses

Down

$104,855

Down $54,224 (-34%) from 2023

Net Income

Down

$5,210

Down $106,557 (-95%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2024

Assets$2,649,718
Liabilities$0
Net Assets$2,649,718
Open 2024 Filing

Operations Trend

Revenue Growth4th 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

2024

Revenue$110,065
Expenses$104,855
Net Income$5,210
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Nov 19, 2024
Return Version
2023v5.1
Gross Receipts
$300,580
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$2,539,403$2,649,718▲ $110,315
Total Assets$2,539,403$2,649,718▲ $110,315
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,796,383$1,796,383→ $0
Net Assets Without Donor Restrictions$743,020$853,335▲ $110,315
Total Net Assets Fund Balance$2,539,403$2,649,718▲ $110,315
Total Liabilities and Net Assets / Fund Balance$2,539,403$2,649,718▲ $110,315

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,796,383---$1,796,383
2023$1,796,383---$1,796,383
2022$1,796,383---$1,796,383
2021$1,796,383-▲ $7,477-$1,796,383
2020$1,794,383$2,000▲ $182,654-$1,796,383
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mark ThomsenPresident
Jim AndreeVice President
Charlie KudyDirector
Jerry VangDirector
Joan Semrad HutchinsonDirector
Laura RuizDirector
Chuck KudySecretary
Kirsten PezewskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$110,065
Other Revenue
$0
Change in Net Assets
$5,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$91,752
Other Expenses$13,103
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$91,752--$91,752
Fees for Service Investment Mgmnt Fees-$8,940-$8,940
Fees for Services Accounting-$3,300-$3,300
Insurance-$838-$838
Other Expenses-$25-$25
Total Functional Expenses$91,752$13,103$0$104,855
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evang Luth Ch of the AscensionMilwaukee, WI501(c)(3)BUDGET SUPPORT, BUILDING MAINTENANCE, & ASCENSION'S MISSION$91,752
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Section A, Line 2

“Chuck kudy is father to charlie kudy.”

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - the 990 is presented to the board and all members present will review, discuss, and vote on whether to sign the 990 or if changes or corrections need to made. All questions/directions go to the accountant.”

Form 990, Part VI, Section C, Line 19

“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 Pezewski
Title
Treasurer
Phone
4146452933
Signed
2024-11-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Thomsen
Formed
1955
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 550, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the evangelical lutheran church of the ascension.”

Raw XML Appendix371 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHUCK KUDY IS FATHER TO CHARLIE KUDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 11B EXPLANATION - THE 990 IS PRESENTED TO THE BOARD AND ALL MEMBERS PRESENT WILL REVIEW, DISCUSS, AND VOTE ON WHETHER TO SIGN THE 990 OR IF CHANGES OR CORRECTIONS NEED TO MADE. ALL QUESTIONS/DIRECTIONS GO TO THE ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt191752
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EVANG LUTH CH OF THE ASCENSION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EVANG LUTH CH OF THE ASCENSION
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02539403
IRS990/TotalAssetsEOYAmt02649718
IRS990/TotalAssetsGrp/BOYAmt02539403
IRS990/TotalAssetsGrp/EOYAmt02649718
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013103
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt091752
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104855
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02649718
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt091752
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0110065
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110065
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02539403
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02649718
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053215
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRSTEN PEZEWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04146452933
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-19
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390919055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITZ HOLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E KILBOURN AVE SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA G LUTTMANN
ReturnHeader/ReturnTs02024-11-19T09:13:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,649,718
Liabilities
$0
Net assets
$2,649,718
Revenue
$110,065
Expenses
$104,855
Net income
$5,210
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