Civic Intelligence

Robert and Betty Meyer Family Foundation

990PF • Fiscal year 2013 • EIN 39-6413619

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
469 Security BlvdGreen Bay, WI 54313

(920) 432-5536

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,388,594

Up $33,641 (+2.5%) from 2012

Net Assets

Up

$1,388,594

Up $33,641 (+2.5%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin71st percentile

Revenue

$183,054

No earlier filing loaded for comparison.

Expenses

Down

$149,819

Down $24,220 (-14%) from 2012

Net Income

$33,235

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,537,779Liabilities 2011: $02011Assets 2012: $1,354,953Liabilities 2012: $0Net Assets 2012: $1,354,9532012Assets 2013: $1,388,594Liabilities 2013: $1Net Assets 2013: $1,388,5942013Assets 2014: $1,330,709Liabilities 2014: $1Net Assets 2014: $1,330,7092014Assets 2015: $1,265,223Liabilities 2015: $1Net Assets 2015: $1,265,2232015Assets 2016: $1,190,484Liabilities 2016: $0Net Assets 2016: $1,190,4842016Assets 2017: $1,231,108Liabilities 2017: $0Net Assets 2017: $1,231,1082017Assets 2018: $1,223,282Liabilities 2018: $0Net Assets 2018: $1,223,2822018Assets 2019: $1,247,144Liabilities 2019: $1Net Assets 2019: $1,247,1442019Assets 2020: $1,219,378Liabilities 2020: $1Net Assets 2020: $1,219,3782020Assets 2021: $1,195,308Liabilities 2021: $1Net Assets 2021: $1,195,3082021Assets 2022: $1,126,274Liabilities 2022: $1Net Assets 2022: $1,126,2742022Assets 2023: $1,129,440Liabilities 2023: $1Net Assets 2023: $1,129,4402023Assets 2024: $1,148,230Liabilities 2024: $0Net Assets 2024: $1,148,2302024Assets 2025: $1,190,447Liabilities 2025: $0Net Assets 2025: $1,190,4472025

Highlighted filing

2013

Assets$1,388,594
Liabilities$1
Net Assets$1,388,594
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2011: -$18Expenses 2011: $106,722Net Income 2011: -$106,7402011Expenses 2012: $174,0392012Revenue 2013: $183,054Expenses 2013: $149,819Net Income 2013: $33,2352013Revenue 2014: $78,359Expenses 2014: $128,222Net Income 2014: -$49,8632014Revenue 2015: $69,843Expenses 2015: $136,878Net Income 2015: -$67,0352015Revenue 2016: $61,180Expenses 2016: $135,859Net Income 2016: -$74,6792016Revenue 2017: $175,804Expenses 2017: $137,045Net Income 2017: $38,7592017Revenue 2018: $93,958Expenses 2018: $102,160Net Income 2018: -$8,2022018Revenue 2019: $137,896Expenses 2019: $116,918Net Income 2019: $20,9782019Revenue 2020: $77,475Expenses 2020: $136,458Net Income 2020: -$58,9832020Revenue 2021: $111,008Expenses 2021: $135,078Net Income 2021: -$24,0702021Revenue 2022: $61,565Expenses 2022: $130,427Net Income 2022: -$68,8622022Revenue 2023: $76,485Expenses 2023: $73,319Net Income 2023: $3,1662023Revenue 2024: $141,957Expenses 2024: $123,167Net Income 2024: $18,7902024Revenue 2025: $175,552Expenses 2025: $133,333Net Income 2025: $42,2192025

Highlighted filing

2013

Revenue$183,054
Expenses$149,819
Net Income$33,235
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine E MayerDirector-$0--
Filing and Contact Details

Filer

EIN
39-6413619
Phone
9204325536

Signing Officer

Name
Associated Bank
Title
Trustee
Phone
9204333131
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Ryan Laughlin CPA
Phone
9206620016
Raw XML Appendix307 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Christine E Mayer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1019 Fuller Drive
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Associated Bank
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10PO Box 19006
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Payment on 5-year pledge, for the maintenance of the historic building, as well as on-going education & entertainment of the community.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Meyer Theatre
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10117 S Washington Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Green Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode054301
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0112248
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0112248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044877
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062629
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017752
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044877
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017752
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062629
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044877
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0406
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Adj Carrying Value to Tax Basis for Assoc. Non-Taxable Bonds
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Janet Meyer Estate
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10C/O Associated Wealth Management PO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine20Box 19006
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0Green Bay
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode0543079006
TaxesSchedule/TaxesDetail/Amt0235
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes on investments
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0235
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Associated Bank
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09204333131
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10Robert and Betty Meyer Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0396413619
ReturnHeader/Filer/PhoneNum09204325536
ReturnHeader/Filer/USAddress/AddressLine10469 Security Blvd
ReturnHeader/Filer/USAddress/City0Green Bay
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054313
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 12237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0543072237
ReturnHeader/PreparerPersonGrp/PhoneNum09206620016
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan Laughlin CPA
ReturnHeader/ReturnTs02014-05-13T15:04:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,388,594
Liabilities
$1
Net assets
$1,388,594
Revenue
$183,054
Expenses
$149,819
Net income
$33,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.18$0.13$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.08$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.11$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.14$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.18$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.18$0.15$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.17
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$0.00$0.11$0.11