Civic Intelligence

Emmett T & Louise M Ackerman Education Fund

EIN 39-6318690 • Richland Center, WI

24224 County Hwy RcRichland Center, WI 53581
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$1,200

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

2.8%

Faster asset growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

83%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$106,921

Up $2,915 (+2.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$106,921

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin77th percentile

Revenue

Up

$12,661

Up $5,758 (+83%) from 2023

Expenses

Up

$9,746

Up $335 (+3.6%) from 2023

Net Income

Up

$2,915

Up $5,423 (+216%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2011: $105,063Liabilities 2011: $02011Assets 2012: $100,747Liabilities 2012: $02012Assets 2013: $94,739Liabilities 2013: $02013Assets 2014: $97,693Liabilities 2014: $02014Assets 2015: $109,769Liabilities 2015: $02015Assets 2016: $105,973Liabilities 2016: $0Net Assets 2016: $105,9732016Assets 2019: $102,134Liabilities 2019: $02019Assets 2020: $101,104Liabilities 2020: $1Net Assets 2020: $101,1042020Assets 2021: $109,839Liabilities 2021: $1Net Assets 2021: $109,8392021Assets 2022: $106,514Liabilities 2022: $1Net Assets 2022: $106,5142022Assets 2023: $104,006Liabilities 2023: $12023Assets 2024: $106,921Liabilities 2024: $0Net Assets 2024: $106,9212024

Highlighted filing

2024

Assets$106,921
Liabilities$0
Net Assets$106,921
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$20K$10K$0-$10KRevenue 2011: $4,095Expenses 2011: $8,520Net Income 2011: -$4,4252011Revenue 2012: $5,452Expenses 2012: $9,768Net Income 2012: -$4,3162012Revenue 2013: $3,200Expenses 2013: $9,208Net Income 2013: -$6,0082013Revenue 2014: $7,653Expenses 2014: $4,699Net Income 2014: $2,9542014Revenue 2015: $17,648Expenses 2015: $5,572Net Income 2015: $12,0762015Revenue 2016: $2,962Expenses 2016: $6,758Net Income 2016: -$3,7962016Revenue 2019: $7,165Expenses 2019: $9,384Net Income 2019: -$2,2192019Revenue 2020: $4,995Expenses 2020: $6,025Net Income 2020: -$1,0302020Revenue 2021: $13,871Expenses 2021: $5,136Net Income 2021: $8,7352021Revenue 2022: $4,679Expenses 2022: $8,004Net Income 2022: -$3,3252022Revenue 2023: $6,903Expenses 2023: $9,411Net Income 2023: -$2,5082023Revenue 2024: $12,661Expenses 2024: $9,746Net Income 2024: $2,9152024

Highlighted filing

2024

Revenue$12,661
Expenses$9,746
Net Income$2,915
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$106,921
Liabilities
$0
Net assets
$106,921
Revenue
$12,661
Expenses
$9,746
Net income
$2,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.13$0.10$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$0.07$0.09$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.05$0.08$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.14$0.05$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.06$0.01
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.07$0.09$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.03$0.07$0.04
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.18$0.06$0.12
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.08$0.05$0.03
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.03$0.09$0.06
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.05$0.10$0.04
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.04$0.09$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL SURREMTrustee-$1,200-$1,200
JUDITH MAKOVECTrustee-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
Emmett & Louise Ackerman Education Fund
EIN
39-6318690
In Care Of
% GAIL SURREM
Phone
6086478062
Address
24224 COUNTY HWY RC, RICHLAND CENTER, WI 53581

Signing Officer

Name
Gail Surrem
Title
Trustee
Phone
6086478062
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Halverson CPA Inc
Address
242 WEST COURT ST, RICHLAND CENTER, WI 53581
Preparer
Aaron Halverson
Phone
6086476357
Raw XML Appendix352 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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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GAIL SURREM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024224 COUNTY HWY RC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RICHLAND CENTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053581
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06086478062
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER OF REQUEST, COMPLETED APPLICATION AND GRADE TRANSCRIPT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GAIL SURREM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06086478062
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt024224 COUNTY HWY RC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0RICHLAND CENTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053581
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS MUST MEET THE FOLLOWING: A JUNIOR IN COLLEGE, A GRADUATE OF RIVERDALE HIGH SCHOOL AND MUST RETURN TO RICHLAND, GRANT OR IOWA COUNTY, WI TO WORK OR THE GRANT MUST BE REPAID.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt031ST OF JAN AND AUG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JAMIE OTTMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KRISTIN PROCHASKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2TAYLOR JOHNSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3EMMA WILLIAMSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CALLI STORMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1430 W WALNUT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt218677 ST HWY 60
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3736 ROSA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt433650 STATE HWY 80
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Blue River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Muscoda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Muscoda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3La Crosse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Muscoda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453573
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04474
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03360
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05434
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0960
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03360
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1290
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE - BONDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0155
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1290
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0311
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01161
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01161
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01161
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt069
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL SURREM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06086478062
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMMETT & LOUISE ACKERMAN EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0EMME
ReturnHeader/Filer/EIN0396318690
ReturnHeader/Filer/InCareOfNm0% GAIL SURREM
ReturnHeader/Filer/PhoneNum06086478062
ReturnHeader/Filer/USAddress/AddressLine1Txt024224 COUNTY HWY RC
ReturnHeader/Filer/USAddress/CityNm0RICHLAND CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053581
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391922814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALVERSON CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0242 WEST COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHLAND CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053581
ReturnHeader/PreparerPersonGrp/PhoneNum06086476357
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON HALVERSON
ReturnHeader/ReturnTs02025-11-06T09:56:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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