Civic Intelligence

A Sturm and Sons Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-6084283

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-1.5%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,585,231

Up $105,032 (+3.0%) from 2019

Net Assets

Up

$3,585,231

Up $105,032 (+3.0%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Down

$368,172

Down $5,594 (-1.5%) from 2019

Expenses

Down

$216,318

Down $10,536 (-4.6%) from 2019

Net Income

Up

$151,854

Up $4,942 (+3.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$3,585,231
Liabilities$1
Net Assets$3,585,231
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$368,172
Expenses$216,318
Net Income$151,854
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A STURMPresident-$0--
PAUL J STURMSecretary-$0--
DAVID CARLVice Preside-$0--
PAUL A STURMVice Preside-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE ENTITY-MANAWA, WI, US$175,200
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
2020-11-12

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 Appendix317 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/PersonNm0JAMES A STURM
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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/Amt0175200
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/TotalGrantOrContriPdDurYrAmt0175200
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/AppliedToCurrentYearAmt0163371
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012609
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0677
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0677
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0175980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0677
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013971
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012609
OtherDecreasesSchedule/OtherDecreasesDetail/Amt046822
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
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/NetInvestmentIncomeAmt039392
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039392
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt245
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01050
TaxesSchedule/TaxesDetail/Amt0375
TaxesSchedule/TaxesDetail/Amt1571
TaxesSchedule/TaxesDetail/CategoryTxt02018 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0375
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1571
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J STURM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09205965116
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A STURM & SONS FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PAUL J STURM
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/AtSubmissionCreationDeviceId0BE52932644A9E2C4B7C8C31393BC688C8B49C809
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06B1168316C97ECB22709017F353E18563715B766
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:05:26
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J SUBY CPA
ReturnHeader/ReturnTs02020-11-16T15:05:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,585,231
Liabilities
$1
Net assets
$3,585,231
Revenue
$368,172
Expenses
$216,318
Net income
$151,854
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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