Civic Intelligence

Stackner Family Foundation Inc

EIN 39-6097597 • Milwaukee, WI

411 East Wisconsin Ave 2400Milwaukee, WI 53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$107,717

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

21st percentile

-3.7%

Faster asset growth than 21% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

104%

Faster revenue growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,375,525

Down $322,572 (-3.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$8,375,525

Down $322,572 (-3.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$502,960

Up $256,482 (+104%) from 2023

Expenses

Up

$825,532

Up $103,310 (+14%) from 2023

Net Income

Up

-$322,572

Up $153,172 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $12,834,204Liabilities 2011: $02011Assets 2012: $12,601,473Liabilities 2012: $02012Assets 2013: $12,289,821Liabilities 2013: $02013Assets 2014: $12,315,406Liabilities 2014: $1Net Assets 2014: $12,315,4062014Assets 2015: $11,664,901Liabilities 2015: $1Net Assets 2015: $11,664,9012015Assets 2016: $10,611,867Liabilities 2016: $0Net Assets 2016: $10,611,8672016Assets 2017: $10,045,463Liabilities 2017: $0Net Assets 2017: $10,045,4632017Assets 2018: $10,093,747Liabilities 2018: $0Net Assets 2018: $10,093,7472018Assets 2019: $9,611,101Liabilities 2019: $1Net Assets 2019: $9,611,1012019Assets 2020: $9,565,516Liabilities 2020: $1Net Assets 2020: $9,565,5162020Assets 2021: $9,161,741Liabilities 2021: $1Net Assets 2021: $9,161,7412021Assets 2022: $9,173,841Liabilities 2022: $1Net Assets 2022: $9,173,8412022Assets 2023: $8,698,097Liabilities 2023: $1Net Assets 2023: $8,698,0972023Assets 2024: $8,375,525Liabilities 2024: $0Net Assets 2024: $8,375,5252024

Highlighted filing

2024

Assets$8,375,525
Liabilities$0
Net Assets$8,375,525
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$0-$1.0M-$2.0MRevenue 2011: $838,215Expenses 2011: $974,003Net Income 2011: -$135,7882011Revenue 2012: $705,503Expenses 2012: $938,234Net Income 2012: -$232,7312012Revenue 2013: $541,199Expenses 2013: $852,850Net Income 2013: -$311,6512013Revenue 2014: $915,785Expenses 2014: $884,524Net Income 2014: $31,2612014Revenue 2015: $311,784Expenses 2015: $962,289Net Income 2015: -$650,5052015Revenue 2016: -$123,522Expenses 2016: $929,512Net Income 2016: -$1,053,0342016Revenue 2017: $341,042Expenses 2017: $907,446Net Income 2017: -$566,4042017Revenue 2018: $987,454Expenses 2018: $939,170Net Income 2018: $48,2842018Revenue 2019: $403,768Expenses 2019: $886,414Net Income 2019: -$482,6462019Revenue 2020: $839,128Expenses 2020: $884,713Net Income 2020: -$45,5852020Revenue 2021: $402,444Expenses 2021: $806,219Net Income 2021: -$403,7752021Revenue 2022: $784,606Expenses 2022: $772,506Net Income 2022: $12,1002022Revenue 2023: $246,478Expenses 2023: $722,222Net Income 2023: -$475,7442023Revenue 2024: $502,960Expenses 2024: $825,532Net Income 2024: -$322,5722024

Highlighted filing

2024

Revenue$502,960
Expenses$825,532
Net Income-$322,572
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,375,525
Liabilities
$0
Net assets
$8,375,525
Revenue
$502,960
Expenses
$825,532
Net income
-$322,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.50$0.83$0.32
2023Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.25$0.72$0.48
2022Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.78$0.77$0.01
2021Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.40$0.81$0.40
2020Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.84$0.88$0.05
2019Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.40$0.89$0.48
2018Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.99$0.94$0.05
2017Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.34$0.91$0.57
2016Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.12$0.93$1.05
2015Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.31$0.96$0.65
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.92$0.88$0.03
2013Summary only. Only limited summary data is available for this year.$12.3$0.00$0.54$0.85$0.31
2012Summary only. Only limited summary data is available for this year.$12.6$0.00$0.71$0.94$0.23
2011Summary only. Only limited summary data is available for this year.$12.8$0.00$0.84$0.97$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 17, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John A TreiberDirector & PresFT$96,000$11,717$107,717
PHILLIP TREIBERDirector & VPPT$7,000-$7,000
Paul J TillemanDirectorPT$7,000-$7,000
Kristin A OcchettiDirector & Treas.-$6,750-$6,750
Filing and Contact Details

Filer

Filer Name
Stackner Family Foundation Inc
EIN
39-6097597
Phone
4142775000
Address
411 EAST WISCONSIN AVE 2400, MILWAUKEE, WI 53202

Signing Officer

Name
Kristin A Occhetti
Title
Director & treas.
Signed
2025-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Quarles & Brady LLP
Address
411 E Wisconsin Ave Ste 2400, Milwaukee, WI 53202
Preparer
Karen L Alexander
Phone
4142775000
Raw XML AppendixShowing 400 of 902 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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