Civic Intelligence

Hickory Fund Inc Co Curi Capital LLC

EIN 39-6069677 • Milwaukee, WI

Pub. 78 Eligible
10361 W Innovation Drive 350Milwaukee, WI 53226
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

40th percentile

1.1%

Faster asset growth than 40% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

173%

Faster revenue growth than 92% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$5,486,141

Up $58,899 (+1.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$5,486,141

Up $58,899 (+1.1%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin65th percentile

Revenue

Up

$384,187

Up $243,380 (+173%) from 2023

Expenses

Down

$325,732

Down $6,690 (-2.0%) from 2023

Net Income

Up

$58,455

Up $250,070 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,379,045Liabilities 2011: $02011Assets 2012: $3,318,809Liabilities 2012: $02012Assets 2013: $3,456,246Liabilities 2013: $02013Assets 2014: $3,767,402Liabilities 2014: $02014Assets 2015: $3,877,337Liabilities 2015: $02015Assets 2016: $3,799,269Liabilities 2016: $0Net Assets 2016: $3,799,2692016Assets 2017: $3,907,374Liabilities 2017: $0Net Assets 2017: $3,907,3742017Assets 2018: $5,563,051Liabilities 2018: $0Net Assets 2018: $5,563,0512018Assets 2019: $5,625,570Liabilities 2019: $02019Assets 2020: $5,718,096Liabilities 2020: $1Net Assets 2020: $5,718,0962020Assets 2021: $5,884,192Liabilities 2021: $1Net Assets 2021: $5,884,1922021Assets 2022: $5,619,186Liabilities 2022: $1Net Assets 2022: $5,619,1862022Assets 2023: $5,427,242Liabilities 2023: $1Net Assets 2023: $5,427,2422023Assets 2024: $5,486,141Liabilities 2024: $0Net Assets 2024: $5,486,1412024

Latest loaded filing

2024

Assets$5,486,141
Liabilities$0
Net Assets$5,486,141
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $249,906Expenses 2011: $193,707Net Income 2011: $56,1992011Revenue 2012: $128,845Expenses 2012: $189,081Net Income 2012: -$60,2362012Revenue 2013: $369,838Expenses 2013: $232,401Net Income 2013: $137,4372013Revenue 2014: $511,733Expenses 2014: $200,577Net Income 2014: $311,1562014Revenue 2015: $323,328Expenses 2015: $213,393Net Income 2015: $109,9352015Revenue 2016: $147,085Expenses 2016: $225,153Net Income 2016: -$78,0682016Revenue 2017: $320,456Expenses 2017: $212,351Net Income 2017: $108,1052017Revenue 2018: $2,072,826Expenses 2018: $417,149Net Income 2018: $1,655,6772018Revenue 2019: $266,018Expenses 2019: $123,495Net Income 2019: $142,5232019Revenue 2020: $392,541Expenses 2020: $297,084Net Income 2020: $95,4572020Revenue 2021: $471,763Expenses 2021: $306,712Net Income 2021: $165,0512021Revenue 2022: $122,698Expenses 2022: $387,364Net Income 2022: -$264,6662022Revenue 2023: $140,807Expenses 2023: $332,422Net Income 2023: -$191,6152023Revenue 2024: $384,187Expenses 2024: $325,732Net Income 2024: $58,4552024

Latest loaded filing

2024

Revenue$384,187
Expenses$325,732
Net Income$58,455
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.38$0.33$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.14$0.33$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.12$0.39$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.47$0.31$0.17
2020Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.39$0.30$0.10
2019Summary only. Only limited summary data is available for this year.$5.63$0.00$0.27$0.12$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$2.07$0.42$1.66
2017Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.32$0.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.15$0.23$0.08
2015Summary only. Only limited summary data is available for this year.$3.88$0.00$0.32$0.21$0.11
2014Summary only. Only limited summary data is available for this year.$3.77$0.00$0.51$0.20$0.31
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.37$0.23$0.14
2012Summary only. Only limited summary data is available for this year.$3.32$0.00$0.13$0.19$0.06
2011Summary only. Only limited summary data is available for this year.$3.38$0.00$0.25$0.19$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 22, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA ROBERTSDirector-$0--
JENNIFER D'AMATOSec / Director-$0--
CYNTHIA L LINNANPres / Director-$0--
JOHN P LINNANTreasurer / Director-$0--
NICHOLAS K LINNANVice Pres / Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CAPITAL / ACCESSIBILITY IN THE FUTURE MUSEUM-MILWAUKEE, WI, US$50,000
Paid Grant-CAPITAL / NEW BUILDING-MILTON, WI, US$40,000
Paid Grant-PROGRAM / THINK ABILITY WISCONSIN CENTER-WEST ALLIS, WI, US$25,000
Paid Grant-PROGRAM / GEAR FOR GROWTH LENDING LIBRARY-MILWAUKEE, WI, US$25,000
Paid Grant-CAPITAL / EQUIPMENT PURCHASE FOR PARTNER AGENCIES-CHARLESTON, SC, US$20,000
Paid Grant-PROGRAM / LETS TALK ABOUT IT-OSHKOSH, WI, US$20,000
Paid Grant-CAPITAL / TRAINING AND ADAPTIVE EQUIPMENT-HAYWARD, WI, US$17,000
Paid Grant-OPERATING / MEAL DELIVERY PROGRAM-HILTON HEAD ISLAND, SC, US$15,000
Paid Grant-OPERATING / THE MARKET-BLUFFTON, SC, US$15,000
Paid Grant-OPERATING / PARTNERING WITH LOCAL FARMERS TO BUILD FOOD SECURITY-CHARLESTON, SC, US$15,000
Paid Grant-OPERATING / EQUINE THERAPY-BLUFFTON, SC, US$10,000
Paid Grant-OPERATING / THERAPY SERVICES FOR CHILDREN / SURVIVORS OF SEXUAL ASSAULT-WAUWATOSA, WI, US$10,000
Paid Grant-PROGRAM / GUARDIANSHIP & FUTURES PLANNING HANDBOOK-WAUWATOSA, WI, US$7,500
Paid Grant-OPERATING / PROGRAM FOR UNDERSERVED YOUTH & INDIVIDUALS WITH DISABILITIES-HILTON HEAD ISLAND, SC, US$7,500
Paid Grant-PROGRAM / SENSORY RESOURCES FOR STUDENTS WITH SPECIAL NEEDS-MILWAUKEE, WI, US$5,000
Paid Grant-PROGRAM / ADAPTIVE TECHNOLOGY E-GAMING-MILWAUKEE, WI, US$5,000
Paid Grant-DAF GIVING-HUDSON, OH, US$3,000
Filing and Contact Details

Filer

Filer Name
Hickory Fund Inc
EIN
39-6069677
Phone
4142038040
Address
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226

Signing Officer

Name
Cynthia L Linnan
Title
President
Signed
2026-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Curi Capital LLC
Address
10361 W INNOVATION DR STE 350, MILWAUKEE, WI 53226
Preparer
Brian Janecke
Phone
4142038040
Raw XML AppendixShowing 400 of 461 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELISSA ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER D'AMATO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER / DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRES / DIR
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