Civic Intelligence

Greater Delafield Community Fund Inc.

990EZ • Fiscal year 2015 • EIN 39-6088877

Jul 01, 2014 to Jun 30, 2015 • Filed on May 11, 2015

Organization ProfileN/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.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-4.9%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$7,729

Up $732 (+10%) from 2014

Net Assets

Up

$7,729

Up $732 (+10%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Down

$39,921

Down $2,048 (-4.9%) from 2014

Expenses

Down

$39,189

Down $1,466 (-3.6%) from 2014

Net Income

Down

$732

Down $582 (-44%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$30K$20K$10K$0Assets 2011: $1,850Liabilities 2011: $02011Assets 2012: $2,276Liabilities 2012: $02012Assets 2013: $5,683Liabilities 2013: $0Net Assets 2013: $5,6832013Assets 2014: $6,997Liabilities 2014: $0Net Assets 2014: $6,9972014Assets 2015: $7,729Liabilities 2015: $0Net Assets 2015: $7,7292015Assets 2016: $4,457Liabilities 2016: $0Net Assets 2016: $4,4572016Assets 2017: $4,959Liabilities 2017: $02017Assets 2018: $9,416Liabilities 2018: $0Net Assets 2018: $9,4162018Assets 2019: $3,967Liabilities 2019: $0Net Assets 2019: $3,9672019Assets 2020: $24,638Liabilities 2020: $02020Assets 2024: $8,721Liabilities 2024: $0Net Assets 2024: $8,7212024Assets 2025: $16,449Liabilities 2025: $0Net Assets 2025: $16,4492025

Highlighted filing

2015

Assets$7,729
Liabilities$0
Net Assets$7,729
Open 2015 Filing

Operations Trend

Revenue Growth40th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $42,300Expenses 2011: $42,982Net Income 2011: -$6822011Revenue 2012: $40,548Expenses 2012: $40,122Net Income 2012: $4262012Revenue 2013: $32,930Expenses 2013: $33,579Net Income 2013: -$6492013Revenue 2014: $41,969Expenses 2014: $40,655Net Income 2014: $1,3142014Revenue 2015: $39,921Expenses 2015: $39,189Net Income 2015: $7322015Revenue 2016: $41,801Expenses 2016: $45,073Net Income 2016: -$3,2722016Revenue 2017: $45,126Expenses 2017: $44,624Net Income 2017: $5022017Revenue 2018: $41,067Expenses 2018: $36,610Net Income 2018: $4,4572018Revenue 2019: $36,885Expenses 2019: $42,334Net Income 2019: -$5,4492019Revenue 2020: $40,917Expenses 2020: $20,246Net Income 2020: $20,6712020Revenue 2024: $58,590Expenses 2024: $56,871Net Income 2024: $1,7192024Revenue 2025: $64,995Expenses 2025: $57,267Net Income 2025: $7,7282025

Highlighted filing

2015

Revenue$39,921
Expenses$39,189
Net Income$732
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$39,921
Mission and Program Overview

Mission

Local fund raising.

Local Fund Raising

Program Services

DescriptionGrantsExpenses
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-$39,189
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP V SCHUMANPresident-$0--
DAN JASHINSKYVice President-$0--
JAY MACKTreasurer-$0--
C MICHAEL HAUSMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Greater Delafield Community Fund Inc
EIN
39-6088877
Phone
4143283800
Address
PO Box 180063, Delafield, WI 53018

Signing Officer

Name
Phil Schuman
Title
President
Phone
4143283800
Signed
2015-05-11

Preparer

Firm
Associated Billing & Management Inc
Address
2448 S 102nd St Ste 125, West Allis, WI 53227-2141
Preparer
Jeffrey W Dornburg Atp Afsp
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 34250.”

Form 990EZ, Part I, Line 16

“Accounting & tax prep 325. Bank fees 110. State filings 64.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Allie Norgord
IRS990EZ/BooksInCareOfDetail/PhoneNum02623176432
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Town Bank 850 W North Shore Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hartland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053029
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06997
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07729
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt039921
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0732
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06997
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07729
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034250
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt039921
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06997
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07729
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06997
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07729
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILIP V SCHUMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAN JASHINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAY MACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3C MICHAEL HAUSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0499
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Local Fund Raising
IRS990EZ/PrintingPublicationsPostageAmt04440
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raised 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/ProgramServiceExpensesAmt039189
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039189
IRS990EZ/TotalProgramServiceExpensesAmt039189
IRS990EZ/TotalRevenueAmt039921
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt039921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt040548
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0197668
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0197668
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt032930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040548
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042300
IRS990ScheduleA/Total509Grp/TotalAmt0197668
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197668
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE CHARITABLE, EDUCTIONAL AND SOCIAL SERVICES TO RESIDENTS OF DELAFIELD CHARITABLE VARIOUS NON-PROFIT ORGANIZATIONS NONE 34250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING & TAX PREP 325. BANK FEES 110. STATE FILINGS 64.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL SCHUMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143283800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Greater Delafield Community Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0396088877
ReturnHeader/Filer/PhoneNum04143283800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 180063
ReturnHeader/Filer/USAddress/CityNm0Delafield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053018
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Associated Billing & Management Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02448 S 102nd St Ste 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Allis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532272141
ReturnHeader/PreparerPersonGrp/PhoneNum04143283800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY W DORNBURG ATP AFSP
ReturnHeader/ReturnTs02015-08-31T05:47:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,729
Liabilities
$0
Net assets
$7,729
Revenue
$39,921
Expenses
$39,189
Net income
$732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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