Civic Intelligence

A Sturm and Sons Foundation Inc.

990PF • Fiscal year 2022 • EIN 39-6084283

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2022

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

10th percentile

-78%

Higher net margin than 10% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-63%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,798,265

Down $775,123 (-17%) from 2021

Net Assets

Down

$3,798,265

Down $775,123 (-17%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin10th percentile

Revenue

Down

$122,048

Down $208,693 (-63%) from 2021

Expenses

Up

$216,670

Up $12,494 (+6.1%) from 2021

Net Income

Down

-$94,622

Down $221,187 (-175%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$3,798,265
Liabilities$1
Net Assets$3,798,265
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$122,048
Expenses$216,670
Net Income-$94,622
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J STURMPresident-$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
President
Phone
9205965116
Signed
2022-05-11
Discuss with paid preparer
Yes

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 Appendix264 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0116068
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt046432
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0216890
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0100822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046432
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0680501
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt049379
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt049379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145
TaxesSchedule/TaxesDetail/Amt0796
TaxesSchedule/TaxesDetail/Amt13950
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0796
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J STURM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09205965116
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
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/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/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J SUBY CPA
ReturnHeader/ReturnTs02023-05-12T15:35:48-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STURM
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,798,265
Liabilities
$1
Net assets
$3,798,265
Revenue
$122,048
Expenses
$216,670
Net income
-$94,622
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
2022Detailed filing. Detailed filing data is available for this year.$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
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