Greater Delafield Community Fund Inc.

990EZ • Fiscal year 2014 • EIN 39-6088877

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 18, 2014

Organization Profile N/A

PO Box 180063Delafield, WI 53018

(414) 328-3800

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

3.1%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

23%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

27%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$6,997

Up $1,314 (+23%) from 2013

Net Assets

$6,997

Up $1,314 (+23%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin50th percentile

Revenue

$41,969

Up $9,039 (+27%) from 2013

Expenses

$40,655

Up $7,076 (+21%) from 2013

Net Income

$1,314

Up $1,963 (+302%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

Highlighted filing

2014

Assets$6,997

Liabilities$0

Net Assets$6,997

Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

Highlighted filing

2014

Revenue$41,969

Expenses$40,655

Net Income$1,314

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 18, 2014
Return Version: 2013v3.1
Gross Receipts: $41,969

Mission and Program Overview

Mission

Local fund raising.

Local Fund Raising

Program Services

Description	Grants	Expenses
Raised funds locally to be distributed to non-profit organizations directly providing charitable, educational &/or social services to the residents of the Delafield, WI area	-	$40,655

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PHILIP V SCHUMAN	President	-	$0	-	-
DAN JASHINSKY	Vice President	-	$0	-	-
JAY MACK	Treasurer	-	$0	-	-
C MICHAEL HAUSMAN	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 39-6088877
Phone: 4143283800

Signing Officer

Name: Phil Schuman
Title: President
Phone: 4143283800
Signed: 2014-11-18

Preparer

Preparer: Jeffrey W Dornburg Atp Rtrp
Phone: 4143283800

Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Provide charitable, eductional and social services to residents of delafield charitable various non-profit organizations none 35800.”

Form 990EZ, Part I, Line 16

“Accounting & tax prep 325. Check order 129. State filings 143.”

Raw XML Appendix135 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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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	Jasmine Sandley
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2622513938
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	Town Bank of Delafield N72 W13435 J
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Menomonee Falls
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	5683
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	6997
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	41969
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	1314
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	5683
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	6997
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	35800
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	41969
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	5683
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	6997
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	5683
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	6997
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	PHILIP V SCHUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DAN JASHINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JAY MACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	C MICHAEL HAUSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Secretary
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	597
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Local Fund Raising
IRS990EZ/PrintingPublicationsPostageAmt	0	4258
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Raised funds locally to be distributed to non-profit organizations directly providing charitable, educational &/or social services to the residents of the Delafield, WI area
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	40655
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	WI
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	40655
IRS990EZ/TotalProgramServiceExpensesAmt	0	40655
IRS990EZ/TotalRevenueAmt	0	41969
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	41969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	32930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	40548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	42300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	41481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	199228
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/InvestmentIncomeCYPct	0	0
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal170Amt	0	0
IRS990ScheduleA/PublicSupportTotal509Amt	0	199228
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	41969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	32930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	40548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	42300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	41481
IRS990ScheduleA/Total509Grp/TotalAmt	0	199228
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	199228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	PROVIDE CHARITABLE, EDUCTIONAL AND SOCIAL SERVICES TO RESIDENTS OF DELAFIELD CHARITABLE VARIOUS NON-PROFIT ORGANIZATIONS NONE 35800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACCOUNTING & TAX PREP 325. CHECK ORDER 129. STATE FILINGS 143.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PHIL SCHUMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4143283800
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Greater Delafield Community Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	GREA
ReturnHeader/Filer/EIN	0	396088877
ReturnHeader/Filer/PhoneNum	0	4143283800
ReturnHeader/Filer/USAddress/AddressLine1	0	PO Box 180063
ReturnHeader/Filer/USAddress/City	0	Delafield
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Associated Billing & Management Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	2448 S 102nd St Ste 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	West Allis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	532272141
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4143283800
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY W DORNBURG ATP RTRP
ReturnHeader/ReturnTs	0	2014-11-18T12:50:26-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,997
Liabilities: $0
Net assets: $6,997
Revenue: $41,969
Expenses: $40,655
Net income: $1,314

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$16.4	$0.00	$16.4	$65.0	$57.3	$7.73
2024Detailed filing. Detailed filing data is available for this year.	$8.72	$0.00	$8.72	$58.6	$56.9	$1.72
2020Summary only. Only limited summary data is available for this year.	$24.6	$0.00		$40.9	$20.2	$20.7
2019Detailed filing. Detailed filing data is available for this year.	$3.97	$0.00	$3.97	$36.9	$42.3	$5.45
2018Detailed filing. Detailed filing data is available for this year.	$9.42	$0.00	$9.42	$41.1	$36.6	$4.46
2017Summary only. Only limited summary data is available for this year.	$4.96	$0.00		$45.1	$44.6	$0.50
2016Detailed filing. Detailed filing data is available for this year.	$4.46	$0.00	$4.46	$41.8	$45.1	$3.27
2015Detailed filing. Detailed filing data is available for this year.	$7.73	$0.00	$7.73	$39.9	$39.2	$0.73
2014Detailed filing. Detailed filing data is available for this year.	$7.00	$0.00	$7.00	$42.0	$40.7	$1.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$5.68	$0.00	$5.68	$32.9	$33.6	$0.65
2012Summary only. Only limited summary data is available for this year.	$2.28	$0.00		$40.5	$40.1	$0.43
2011Summary only. Only limited summary data is available for this year.	$1.85	$0.00		$42.3	$43.0	$0.68