Civic Intelligence

Stanek Foundation Inc.

990PF • Fiscal year 2021 • EIN 39-6077475

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 25, 2022

W274 N4269 Clara CTPewaukee, WI 53072

(414) 531-5333

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

93rd percentile

133%

Faster asset growth than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

863%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$321,466

Up $183,599 (+133%) from 2020

Net Assets

$321,419

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2020

Revenue

Up

$194,191

Up $174,031 (+863%) from 2020

Expenses

Down

$10,592

Down $808 (-7.1%) from 2020

Net Income

Up

$183,599

Up $174,839 (+1996%) from 2020

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $26,753Liabilities 2012: $02012Assets 2013: $35,998Liabilities 2013: $02013Assets 2014: $45,819Liabilities 2014: $02014Assets 2015: $65,459Liabilities 2015: $02015Assets 2016: $62,960Liabilities 2016: $02016Assets 2019: $129,108Liabilities 2019: $02019Assets 2020: $137,867Liabilities 2020: $02020Assets 2021: $321,466Liabilities 2021: $1Net Assets 2021: $321,4192021Assets 2022: $283,781Liabilities 2022: $1Net Assets 2022: $283,7812022Assets 2023: $249,311Liabilities 2023: $1Net Assets 2023: $249,3112023Assets 2024: $262,865Liabilities 2024: $1Net Assets 2024: $262,8652024Assets 2025: $253,458Liabilities 2025: $0Net Assets 2025: $253,4582025

Highlighted filing

2021

Assets$321,466
Liabilities$1
Net Assets$321,419

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $10,000Expenses 2012: $7,225Net Income 2012: $2,7752012Revenue 2013: $20,000Expenses 2013: $10,755Net Income 2013: $9,2452013Revenue 2014: $15,000Expenses 2014: $5,179Net Income 2014: $9,8212014Revenue 2015: $35,000Expenses 2015: $15,360Net Income 2015: $19,6402015Revenue 2016: $1Expenses 2016: $2,500Net Income 2016: -$2,4992016Revenue 2019: $1,009Expenses 2019: $11,010Net Income 2019: -$10,0012019Revenue 2020: $20,160Expenses 2020: $11,400Net Income 2020: $8,7602020Revenue 2021: $194,191Expenses 2021: $10,592Net Income 2021: $183,5992021Revenue 2022: -$13,490Expenses 2022: $24,148Net Income 2022: -$37,6382022Revenue 2023: -$7,860Expenses 2023: $26,610Net Income 2023: -$34,4702023Revenue 2024: $34,084Expenses 2024: $20,530Net Income 2024: $13,5542024Revenue 2025: $11,173Expenses 2025: $20,580Net Income 2025: -$9,4072025

Highlighted filing

2021

Revenue$194,191
Expenses$10,592
Net Income$183,599
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 25, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY WEHRHEIMPresident-$0--
LARRY WEHRHEIMSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Stanek Foundation Inc
EIN
39-6077475
Phone
4145315333
Address
W274 N4269 CLARA CT, PEWAUKEE, WI 53072

Signing Officer

Name
Mary Wehrheim
Title
President
Phone
4145315333
Signed
2022-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Lynn Braden
Phone
4144761880
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0194129
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0183552
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0194144
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0183552
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0321419
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0137867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0321419
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07792
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07792
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07792
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07792
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0321466
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0137867
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0137867
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0112548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0112535
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt026270
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026330
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0183552
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0137867
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0182601
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0182601
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0137867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0321419
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0321466
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0137867
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0321419
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0137867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0321419
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0158208
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0152422
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05786
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02373
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07792
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0155835
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0158208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY WEHRHEIM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LARRY WEHRHEIM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0W274 N4269 CLARA CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1W274 N4269 CLARA CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PEWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PEWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010592
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010592
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010592
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY WEHRHEIM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0W274 N4269 CLARA CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PEWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053072
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04145315333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SUBMIT IN LETTER FORM. SHOW PROOF OF TAX EXEMPT STATUS AND DESCRIPTION OF THE ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARY WEHRHEIM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04145315333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0W274 N4269 CLARA CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PEWAUKEE

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