Civic Intelligence

Chipstone Foundation

990T • Fiscal year 2023 • EIN 39-6096593

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile

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777 E WISCONSIN AVE Suite 3600Milwaukee, WI 53202-5306

(414) 220-4321

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $53,731,331Liabilities 2011: $75,0012011Assets 2012: $63,738,106Liabilities 2012: $3102012Assets 2013: $63,393,045Liabilities 2013: $17,6512013Assets 2014: $63,645,789Liabilities 2014: $12014Assets 2015: $64,818,829Liabilities 2015: $12015Assets 2019: $64,788,512Liabilities 2019: $02019Assets 2020: $68,234,471Liabilities 2020: $1Net Assets 2020: $68,234,4712020Assets 2021: $75,856,336Liabilities 2021: $1Net Assets 2021: $75,856,3362021Assets 2022: $73,041,949Liabilities 2022: $1Net Assets 2022: $73,041,9492022Assets 2023: $70,864,524Liabilities 2023: $1Net Assets 2023: $70,864,5242023Assets 2024: $75,707,582Liabilities 2024: $0Net Assets 2024: $75,707,5822024

Latest loaded filing

2024

Assets$75,707,582
Liabilities$0
Net Assets$75,707,582
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,605,864Expenses 2011: $3,740,072Net Income 2011: -$1,134,2082011Revenue 2012: $7,114,655Expenses 2012: $4,157,251Net Income 2012: $2,957,4042012Revenue 2013: $5,994,628Expenses 2013: $4,061,457Net Income 2013: $1,933,1712013Revenue 2014: $4,073,243Expenses 2014: $4,216,129Net Income 2014: -$142,8862014Revenue 2015: $6,644,995Expenses 2015: $4,040,377Net Income 2015: $2,604,6182015Revenue 2019: $5,609,331Expenses 2019: $4,222,111Net Income 2019: $1,387,2202019Revenue 2020: $6,479,106Expenses 2020: $3,719,636Net Income 2020: $2,759,4702020Revenue 2021: $12,810,541Expenses 2021: $4,286,918Net Income 2021: $8,523,6232021Revenue 2022: $5,110,140Expenses 2022: $5,583,974Net Income 2022: -$473,8342022Revenue 2023: $4,627,014Expenses 2023: $5,452,362Net Income 2023: -$825,3482023Revenue 2024: $11,948,482Expenses 2024: $5,409,538Net Income 2024: $6,538,9442024

Latest loaded filing

2024

Revenue$11,948,482
Expenses$5,409,538
Net Income$6,538,944
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Chipstone Foundation
EIN
39-6096593
In Care Of
% W DAVID KNOX II
Phone
4142204321
Address
777 E WISCONSIN AVE Suite 3600, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Elizabeth Dunn
Title
Secretary
Phone
4142204321
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Emmaline S Jurgena
Phone
4142712400
Raw XML Appendix124 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
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IRS1120ScheduleD/CapitalGainNetIncomeAmt0752132
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/NetCapitalGainAmt0752132
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0752132
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0W DAVID KNOX II
IRS990T/BooksInCareOfDetail/PhoneNum04142204321
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0750 N LINCOLN MEMORIAL DR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990T/BookValueAssetsEOYAmt070864524
IRS990T/CharitableContributionsDedAmt03585
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
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IRS990T/OverpaymentSection/OverpaymentAmt03435
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0184578
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt12904
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IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531390
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1531390
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IRS990T/PriorYearOverpaymentCreditAmt010000
IRS990TScheduleA/InterestDeductionAmt017433
IRS990TScheduleA/NetOperatingLossDeductionAmt07602
IRS990TScheduleA/NetOperatingLossDeductionAmt12904
IRS990TScheduleA/OtherDeductionsAmt0985
IRS990TScheduleA/OtherDeductionsAmt1985
IRS990TScheduleA/OtherDeductionsAmt2985
IRS990TScheduleA/OtherDeductionsAmt343884
IRS990TScheduleA/OtherIncomeAmt035531
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
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IRS990TScheduleA/TaxesAndLicensesAmt0406
IRS990TScheduleA/TotalDeductionsAmt0985
IRS990TScheduleA/TotalDeductionsAmt1985
IRS990TScheduleA/TotalDeductionsAmt2985
IRS990TScheduleA/TotalDeductionsAmt361723
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt010488
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt125644
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt213178
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt3-300141
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt010488
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt125644
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt213178
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt3-264610
IRS990TScheduleA/TotUnrltTrdBusIncmAmt010488
IRS990TScheduleA/TotUnrltTrdBusIncmAmt125644
IRS990TScheduleA/TotUnrltTrdBusIncmAmt213178
IRS990TScheduleA/TotUnrltTrdBusIncmAmt3-264610
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0INVEST IN LIMITED LIABILITY COMPANY
IRS990TScheduleA/TradeOrBusinessDesc1INVEST IN LIMITED LIABILITY COMPANY
IRS990TScheduleA/TradeOrBusinessDesc2INVEST IN LIMITED LIABILITY COMPANY
IRS990TScheduleA/TradeOrBusinessDesc3AGGREGATION OF QUALIFIED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt09503
IRS990TScheduleA/UBIBeforeNOLDedAmt124659
IRS990TScheduleA/UBIBeforeNOLDedAmt212193
IRS990TScheduleA/UBIBeforeNOLDedAmt3-326333
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01901
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt124659
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt29289
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt3-326333
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt06565
IRS990T/TaxLessCreditsAmt06565
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt010000
IRS990T/TotalTaxAmt06565
IRS990T/TotalTaxComputationAmt06565
IRS990T/TotalUBTIAmt031264
IRS990T/TotalUBTIBeforeNOLSpecificAmt032264
IRS990T/TotalUBTIBeforeSection199AAmt032264
IRS990T/TotalUBTIComputedAmt035849
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04142204321
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIPSTONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHIP
ReturnHeader/Filer/EIN0396096593
ReturnHeader/Filer/InCareOfNm0% W DAVID KNOX II
ReturnHeader/Filer/PhoneNum04142204321
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 E WISCONSIN AVE Suite 3600
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390473800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02024-11-14T14:53:41-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.7$0.00$75.7$11.9$5.41$6.54
2023Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$4.63$5.45$0.83
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$73.0$0.00$73.0$5.11$5.58$0.47
2021Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$12.8$4.29$8.52
2020Detailed filing. Detailed filing data is available for this year.$68.2$0.00$68.2$6.48$3.72$2.76
2019Summary only. Only limited summary data is available for this year.$64.8$0.00$5.61$4.22$1.39
2015Summary only. Only limited summary data is available for this year.$64.8$0.00$6.64$4.04$2.60
2014Summary only. Only limited summary data is available for this year.$63.6$0.00$4.07$4.22$0.14
2013Summary only. Only limited summary data is available for this year.$63.4$0.02$5.99$4.06$1.93
2012Summary only. Only limited summary data is available for this year.$63.7$0.00$7.11$4.16$2.96
2011Summary only. Only limited summary data is available for this year.$53.7$0.08$2.61$3.74$1.13