Civic Intelligence

Robert and Betty Meyer Family Foundation

990PF • Fiscal year 2023 • EIN 39-6413619

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 29, 2024

Organization Profile
Po Box 12800Green Bay, WI 54307-2800

(920) 432-5536

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$16,884

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,129,440

Up $3,166 (+0.3%) from 2022

Net Assets

Up

$1,129,440

Up $3,166 (+0.3%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin52nd percentile

Revenue

Up

$76,485

Up $14,920 (+24%) from 2022

Expenses

Down

$73,319

Down $57,108 (-44%) from 2022

Net Income

Up

$3,166

Up $72,028 (+105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$1,129,440
Liabilities$1
Net Assets$1,129,440
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

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

2023

Revenue$76,485
Expenses$73,319
Net Income$3,166
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 29, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Associated Trust Company NACo-Trustee-$16,884-$16,884
Christine E MayerPresident/Co-Trustee-$0--
Susan K JamesVice President/Co-Trustee-$0--
Scott MayerTreasurer-$0--
Elizabeth S James-LipscombSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Betty Meyer Family Foundation
EIN
39-6413619
Phone
9204325536
Address
Po Box 12800, Green Bay, WI 54307-2800

Signing Officer

Name
Associated Trust Co NA
Title
Co-Trustee
Phone
9204333131
Signed
2024-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash CPAs LLP
Address
520 N Broadway Suite 250, Green Bay, WI 54303
Preparer
Ryan P Laughlin CPA
Phone
9203369850
Raw XML AppendixShowing 400 of 421 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/PersonNm1Susan K James
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Scott Mayer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Elizabeth S James-Lipscomb
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Disabled American Veterans of WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Exceptional Equestrians
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Foundations health and wholeness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Fox Valley Muzzle Loaders Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7House of Hope Green Bay Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Northeast Wisconsin Technical College Educational foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Professional Fire Fighters of WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10The Occupaws Guide Dog Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11We Empowher
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NOne
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NOne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NOne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NOne
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0520 N Broadway Ste 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15501 Co Hwy M
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21253 Scheuring Rd Ste A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31130 Orlando Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 Crooks St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51061 W Mason St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6E8450 Seefeld Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71660 Christiana St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82740 W Mason St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9321 E Main St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10PO Box 45857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1176 Western Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Green Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1West Bend
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2de Pere
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3De Pere
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4green Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Green Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New London
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Green Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Green Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9madison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Madison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Fond du Lac
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd354115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd454301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd554303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd654961
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd754303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd854307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd953703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1053744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1154935
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
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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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102699
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055717
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt098606
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051624
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Associated Trust Co NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09204333131
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert and Betty Meyer Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0396413619
ReturnHeader/Filer/PhoneNum09204325536

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,129,440
Liabilities
$1
Net assets
$1,129,440
Revenue
$76,485
Expenses
$73,319
Net income
$3,166
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