Civic Intelligence

Greater Delafield Community Fund Inc.

990EZ • Fiscal year 2018 • EIN 39-6088877

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 24, 2018

Organization Profiledelafieldfund.org
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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

90th percentile

90%

Faster asset growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-9.0%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$9,416

Up $4,457 (+90%) from 2017

Net Assets

$9,416

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin65th percentile

Revenue

Down

$41,067

Down $4,059 (-9.0%) from 2017

Expenses

Down

$36,610

Down $8,014 (-18%) from 2017

Net Income

Up

$4,457

Up $3,955 (+788%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2018

Assets$9,416
Liabilities$0
Net Assets$9,416
Open 2018 Filing

Operations Trend

Revenue Growth35th 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

2018

Revenue$41,067
Expenses$36,610
Net Income$4,457
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 24, 2018
Return Version
2017v2.2
Gross Receipts
$41,067
Mission and Program Overview

Mission

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-$36,610
Compensation and Service Providers
Top Officer Pay76th 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
Philip Schuman
Title
President
Phone
4143283800
Signed
2018-09-24
Discuss with paid preparer
Yes

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, educational and social services to the residents of delafield; charitable; vario”

Form 990EZ, Part I, Line 16

“Accounting & Tax Prep 350.”

Form 990EZ, Part I, Line 16

“State Filings 54.”

Raw XML Appendix145 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 Bauer
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/BOYAmt04959
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt041067
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04457
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09416
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt032150
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt041067
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09416
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/OtherExpensesTotalAmt0404
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Local Fund Raising
IRS990EZ/PrintingPublicationsPostageAmt04056
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/ProgramServiceExpensesAmt036610
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036610
IRS990EZ/TotalProgramServiceExpensesAmt036610
IRS990EZ/TotalRevenueAmt041067
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0delafieldfund.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt041801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039921
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041969
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0209884
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0209884
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt041801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039921
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041969
IRS990ScheduleA/Total509Grp/TotalAmt0209884
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209884
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE CHARITABLE, EDUCATIONAL AND SOCIAL SERVICES TO THE RESIDENTS OF DELAFIELD; CHARITABLE; VARIO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounting & Tax Prep 350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2State Filings 54.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP SCHUMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143283800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FA60C9DB05502C94134C865D162356DD325ACA89
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FA60C9DB05502C94134C865D162356DD325ACA89
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.128.113.234
ReturnHeader/FilingSecurityInformation/IPDt02018-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:37:40
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/PreparationDt02018-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY W DORNBURG ATP AFSP
ReturnHeader/ReturnTs02018-10-05T08:37:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,416
Liabilities
$0
Net assets
$9,416
Revenue
$41,067
Expenses
$36,610
Net income
$4,457
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