Civic Intelligence

A Sturm and Sons Foundation Inc.

990PF • Fiscal year 2017 • EIN 39-6084283

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

Organization Profile
1026 Bridge StManawa, WI 54949

(920) 596-5116

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

61st percentile

8.2%

Higher net margin than 61% 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

68th percentile

8.8%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

99th percentile

970%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,126,462

Up $253,867 (+8.8%) from 2016

Net Assets

Up

$3,126,462

Up $253,867 (+8.8%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin61st percentile

Revenue

Up

$199,842

Up $181,162 (+970%) from 2016

Expenses

Up

$183,531

Up $26 (+0.0%) from 2016

Net Income

Up

$16,311

Up $181,136 (+110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,720,376Liabilities 2011: $0Net Assets 2011: $2,720,3762011Assets 2012: $2,550,099Liabilities 2012: $0Net Assets 2012: $2,550,0992012Assets 2013: $2,700,940Liabilities 2013: $1Net Assets 2013: $2,700,9402013Assets 2014: $3,000,348Liabilities 2014: $1Net Assets 2014: $3,000,3482014Assets 2015: $2,921,400Liabilities 2015: $1Net Assets 2015: $2,921,4002015Assets 2016: $2,872,595Liabilities 2016: $1Net Assets 2016: $2,872,5952016Assets 2017: $3,126,462Liabilities 2017: $0Net Assets 2017: $3,126,4622017Assets 2018: $3,498,083Liabilities 2018: $0Net Assets 2018: $3,498,0832018Assets 2019: $3,480,199Liabilities 2019: $0Net Assets 2019: $3,480,1992019Assets 2020: $3,585,231Liabilities 2020: $1Net Assets 2020: $3,585,2312020Assets 2021: $4,573,388Liabilities 2021: $1Net Assets 2021: $4,573,3882021Assets 2022: $3,798,265Liabilities 2022: $1Net Assets 2022: $3,798,2652022Assets 2023: $3,953,858Liabilities 2023: $1Net Assets 2023: $3,953,8582023Assets 2024: $4,212,946Liabilities 2024: $12024Assets 2025: $4,319,569Liabilities 2025: $0Net Assets 2025: $4,319,5692025

Highlighted filing

2017

Assets$3,126,462
Liabilities$0
Net Assets$3,126,462
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KExpenses 2011: $125,5722011Expenses 2012: $183,5602012Revenue 2013: $46,351Expenses 2013: $154,210Net Income 2013: -$107,8592013Revenue 2014: $48,579Expenses 2014: $165,028Net Income 2014: -$116,4492014Revenue 2015: $18,044Expenses 2015: $179,148Net Income 2015: -$161,1042015Revenue 2016: $18,680Expenses 2016: $183,505Net Income 2016: -$164,8252016Revenue 2017: $199,842Expenses 2017: $183,531Net Income 2017: $16,3112017Revenue 2018: $93,660Expenses 2018: $187,075Net Income 2018: -$93,4152018Revenue 2019: $373,766Expenses 2019: $226,854Net Income 2019: $146,9122019Revenue 2020: $368,172Expenses 2020: $216,318Net Income 2020: $151,8542020Revenue 2021: $330,741Expenses 2021: $204,176Net Income 2021: $126,5652021Revenue 2022: $122,048Expenses 2022: $216,670Net Income 2022: -$94,6222022Revenue 2023: $379,950Expenses 2023: $261,957Net Income 2023: $117,9932023Revenue 2024: $325,924Expenses 2024: $182,087Net Income 2024: $143,8372024Revenue 2025: $383,459Expenses 2025: $194,074Net Income 2025: $189,3852025

Highlighted filing

2017

Revenue$199,842
Expenses$183,531
Net Income$16,311
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A STURMPresident-$0--
PAUL J STURMSecretary-$0--
DAVID CARLVice Preside-$0--
PAUL A STURMVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
A Sturm & Sons Foundation Inc
EIN
39-6084283
Phone
9205965116
Address
1026 BRIDGE ST, MANAWA, WI 54949

Signing Officer

Name
Paul J Sturm
Title
Secretary
Phone
9205965116
Signed
2017-11-10

Preparer

Firm
John F Suby and Associates Sc
Address
2901 W BELTLINE HIGHWAY STE 201, MADISON, WI 53713
Preparer
Matthew J Suby CPA
Phone
6082733100
Raw XML Appendix306 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0738
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0738
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0PROVIDENT TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0577392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0577392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02070861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1477952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02070831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1477952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PROVIDENT TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0STATE OF ISRAEL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt040664
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0159178
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt040664
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0159178
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0199842
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0738
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0738
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0159178
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0149000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0149000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040664
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040664
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016311
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0529384
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0159178
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0166104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033738
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033793
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0149793
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0183531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0199842
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0199842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0793
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1369611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-89
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1159267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-89
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1159267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1528878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0159178
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016311
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0237556
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03126462
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02872595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03126462
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0144271
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0144271
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0144271
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0147593
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03322
IRS990PF/DistributableAmountGrp/TotalTaxAmt03322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0934
IRS990PF/FMVAssetsEOYAmt03126432
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt01591261
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt01591261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0688866
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0577392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0577392
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02181684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02548813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02548783
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01281334
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01535201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01045
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0-743
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0-743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02872595
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03126462
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03126432
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02872595
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03126462
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02872595
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03126462
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02996806
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02996288
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044952
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0147593
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02951854
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02996806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES A STURM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL J STURM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID CARL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PAUL A STURM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01026 S BRIDGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11026 S BRIDGE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21709 TALLGRASS CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3157 EUCLID AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0PO BOX 954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1PO BOX 954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MANAWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MANAWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WAUKESHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MANAWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0549490954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1549490954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd354949
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0149745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0151406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0148760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0144582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0132000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0123600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0154140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.062331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02951854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02954976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02965029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02897782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02649169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02472934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0149793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253643
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0149793
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0149793
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0149793
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/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/IndividualWithBooksNm0RICHARD J GNADT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0215 CENTER AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MANAWA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054949
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09205965116
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER REQUEST INCLUDING DESCRIPTION OF PURPOSE, NEEDS AND A COPY OF IRS EXEMPTION DETERMINATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL J STURM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07154452511
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 954
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MANAWA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0539490954
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONTRIBUTIONS, GRANTS, SCHOLARSHIPS, ETC. ARE MADE PRIMARILY, BUT NOT LIMITED, TO LOCAL AREA(OR REASONABLE PROXIMITY TO) CHARITABLE EDUCATIONAL, OR PUBLIC ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0149000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE ENTITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 954
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MANAWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054949
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0149000
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/AppliedToCurrentYearAmt0144271
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019152
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06613
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01091
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149793
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05522
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025765
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020243
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SEC. OF STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033738
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033738
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0237556
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J STURM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09205965116
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A STURM & SONS FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STURM
ReturnHeader/Filer/BusinessNameControlTxt0ASTU
ReturnHeader/Filer/EIN0396084283
ReturnHeader/Filer/PhoneNum09205965116
ReturnHeader/Filer/USAddress/AddressLine1Txt01026 BRIDGE ST
ReturnHeader/Filer/USAddress/CityNm0MANAWA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054949
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0486853E74F690AAAF47EBE1803FAF9551AEBAC8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0486853E74F690AAAF47EBE1803FAF9551AEBAC8E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270420681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN F SUBY AND ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 W BELTLINE HIGHWAY STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053713
ReturnHeader/PreparerPersonGrp/PhoneNum06082733100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J SUBY CPA
ReturnHeader/ReturnTs02017-11-14T09:39:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,126,462
Liabilities
$0
Net assets
$3,126,462
Revenue
$199,842
Expenses
$183,531
Net income
$16,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.00$4.32$0.38$0.19$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$0.33$0.18$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.38$0.26$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.12$0.22$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.33$0.20$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.37$0.22$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.37$0.23$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.09$0.19$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.20$0.18$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.02$0.18$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.02$0.18$0.16
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.05$0.17$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.05$0.15$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.13