Civic Intelligence

Greater Menomonee Falls Foundation Trust

990 • Fiscal year 2016 • EIN 39-6520755

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileN/A
Post Office Box 53Menomonee Falls, WI 53052

(262) 617-7641

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

97th percentile

335%

Faster asset growth than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

996%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$349,996

Up $269,531 (+335%) from 2015

Net Assets

Up

$349,996

Up $269,531 (+335%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

Up

$307,129

Up $279,108 (+996%) from 2015

Expenses

Up

$33,369

Up $4,161 (+14%) from 2015

Net Income

Up

$273,760

Up $274,947 (+23163%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$600K$400K$200K$0Assets 2010: $27,375Liabilities 2010: $3,000Net Assets 2010: $24,3752010Assets 2011: $47,990Net Assets 2011: $47,9902011Assets 2012: $68,571Net Assets 2012: $68,5712012Assets 2013: $77,833Liabilities 2013: $0Net Assets 2013: $77,8332013Assets 2014: $82,745Liabilities 2014: $0Net Assets 2014: $82,7452014Assets 2015: $80,465Liabilities 2015: $0Net Assets 2015: $80,4652015Assets 2016: $349,996Liabilities 2016: $0Net Assets 2016: $349,9962016Assets 2017: $392,706Liabilities 2017: $0Net Assets 2017: $392,7062017Assets 2018: $363,046Liabilities 2018: $0Net Assets 2018: $363,0462018Assets 2019: $423,548Liabilities 2019: $0Net Assets 2019: $423,5482019Assets 2020: $437,113Liabilities 2020: $0Net Assets 2020: $437,1132020Assets 2021: $513,142Liabilities 2021: $0Net Assets 2021: $513,1422021Assets 2022: $419,910Liabilities 2022: $0Net Assets 2022: $419,9102022Assets 2023: $466,011Liabilities 2023: $0Net Assets 2023: $466,0112023Assets 2024: $520,415Liabilities 2024: $0Net Assets 2024: $520,4152024

Highlighted filing

2016

Assets$349,996
Liabilities$0
Net Assets$349,996
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $20,142Expenses 2010: $30,143Net Income 2010: -$10,0012010Revenue 2011: $65,001Expenses 2011: $41,386Net Income 2011: $23,6152011Revenue 2012: $53,717Expenses 2012: $34,292Net Income 2012: $19,4252012Revenue 2013: $24,199Expenses 2013: $16,967Net Income 2013: $7,2322013Revenue 2014: $29,527Expenses 2014: $25,123Net Income 2014: $4,4042014Revenue 2015: $28,021Expenses 2015: $29,208Net Income 2015: -$1,1872015Revenue 2016: $307,129Expenses 2016: $33,369Net Income 2016: $273,7602016Revenue 2017: $32,730Expenses 2017: $35,321Net Income 2017: -$2,5912017Revenue 2018: $118,209Expenses 2018: $40,402Net Income 2018: $77,8072018Revenue 2019: $64,693Expenses 2019: $47,876Net Income 2019: $16,8172019Revenue 2020: $34,362Expenses 2020: $65,457Net Income 2020: -$31,0952020Revenue 2021: $53,770Expenses 2021: $41,397Net Income 2021: $12,3732021Revenue 2022: $40,338Expenses 2022: $62,919Net Income 2022: -$22,5812022Revenue 2023: $51,520Expenses 2023: $33,833Net Income 2023: $17,6872023Revenue 2024: $77,708Expenses 2024: $52,429Net Income 2024: $25,2792024

Highlighted filing

2016

Revenue$307,129
Expenses$33,369
Net Income$273,760
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$309,869
Mission and Program Overview

Mission

To provide an effective means for donors to support charities primarily focused in the menomonee falls area through grants to charitable organizations.

To provide an effective means for donors to support charities primarily focused in the menomonee falls area through grants to the charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,241$244,595▲ $226,354
Savings and Temporary Cash Investments$50,202$96,230▲ $46,028
Cash and Non-Interest-Bearing Accounts$12,022$9,171▼ $2,851
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$80,465$349,996▲ $269,531
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$80,465$349,996▲ $269,531
Total Net Assets Fund Balance$80,465$349,996▲ $269,531
Total Liabilities and Net Assets / Fund Balance$80,465$349,996▲ $269,531
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Kevin WolfChairman
Ric HartmanVice Chair
Joellen MulderBoard Member
Mary Jo McgrawBoard Member
Molly PaulusBoard Member
Rick KohlBoard Member
Robin MankeBoard Member
Sue CarneyBoard Member
Sue JeskewitzBoard Member
Todd JexBoard Member
Ann WankeSecretary
Darci MiddaughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,009
Program Service Revenue
$0
Investment Income
$4,200
Other Revenue
$-1,080
All Other Contributions
$304,009
Change in Net Assets
$273,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,150
Other Expenses$5,219
Total Fundraising Expense$3,341
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,150--$28,150
Advertising--$1,753$1,753
Insurance-$750-$750
Fees for Services Other--$674$674
Office Expenses-$558-$558
All Other Expenses-$119-$119
Other Expenses-$110$267$110
Total Functional Expenses$28,150$1,878$3,341$33,369
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,740
Fundraising Gross Income$1,660
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by signing officers”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“UPON REQUEST”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Greater Menomonee Falls Foundation Trust
EIN
39-6520755
Phone
2626177641
Address
POST OFFICE BOX 53, MENOMONEE FALLS, WI 53052

Signing Officer

Name
Darci Middaugh
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Darci L Middaugh
Phone
4142711451
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Unrealized investment losses = -$4229”

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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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IRS990/OtherExpensesGrp/TotalAmt2267
IRS990/OtherExpensesGrp/TotalAmt3110
IRS990/OtherInd0X
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt025800
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt024900
IRS990/PYInvestmentIncomeAmt0737
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt04308
IRS990/PYOtherRevenueAmt01484
IRS990/PYRevenuesLessExpensesAmt0-1187
IRS990/PYTotalExpensesAmt029208
IRS990/PYTotalRevenueAmt028021
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0273760
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050202
IRS990/SavingsAndTempCashInvstGrp/EOYAmt096230
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0304009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt053026
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0435068
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0871
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0691
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06942
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0-1080
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01484
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0404
IRS990ScheduleA/PublicSupportCY170Pct00.94740
IRS990ScheduleA/PublicSupportPY170Pct00.55810
IRS990ScheduleA/PublicSupportTotal170Amt0419134
IRS990ScheduleA/SubstantialContributorsTotAmt015934
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0304009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt053026
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0435068
IRS990ScheduleA/TotalSupportAmt0442414
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY SIGNING OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED INVESTMENT LOSSES = -$4229
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt080465
IRS990/TotalAssetsEOYAmt0349996
IRS990/TotalAssetsGrp/BOYAmt080465
IRS990/TotalAssetsGrp/EOYAmt0349996
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0304009
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03341
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01878
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028150
IRS990/TotalFunctionalExpensesGrp/TotalAmt033369
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt080465
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0349996
IRS990/TotalProgramServiceExpensesAmt028150
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0307129
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt080465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0349996
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt080465

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,996
Liabilities
$0
Net assets
$349,996
Revenue
$307,129
Expenses
$33,369
Net income
$273,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.00$5.20$0.78$0.52$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.52$0.34$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.40$0.63$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$0.54$0.41$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.34$0.65$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.65$0.48$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$1.18$0.40$0.78
2017Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.33$0.35$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$3.07$0.33$2.74
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.28$0.29$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.30$0.25$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.24$0.17$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$0.54$0.34$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.65$0.41$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.03$0.24$0.20$0.30$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits