Civic Intelligence

Greater Menomonee Falls Foundation Trust

990EZ • Fiscal year 2017 • EIN 39-6520755

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
PO Box 53Menomonee Falls, WI 53052

(414) 659-3037

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$392,706

Up $42,710 (+12%) from 2016

Net Assets

Up

$392,706

Up $42,710 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin26th percentile

Revenue

Down

$32,730

Down $274,399 (-89%) from 2016

Expenses

Up

$35,321

Up $1,952 (+5.8%) from 2016

Net Income

Down

-$2,591

Down $276,351 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2017

Assets$392,706
Liabilities$0
Net Assets$392,706
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$32,730
Expenses$35,321
Net Income-$2,591
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$38,798
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.

Program Services

DescriptionGrantsExpenses
TO PROVIDE AN EFFECTIVE MEANS FOR DONORS TO SUPPORT CHARITIES PRIMARILY FOCUSED IN THE MENOMONEE FALLS AREA THROUGH GRANTS TO CHARITABLE ORGANIZATIONS.$25,750$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE CARNEYBoard Member-$0--
TODD JEXBoard Member-$0--
ROBIN MANKEBoard Member-$0--
JOELLEN MULDERBoard Member-$0--
ERIC NELSONBoard Member-$0--
MOLLY PAULUSBoard Member-$0--
CHRIS RECHLICZBoard Member-$0--
CATHY OLIGBoard Member-$0--
SUE JESKEWITZPresident-$0--
RICK KOHLTreasurer-$0--
ANN WANKESecretary-$0--
KEVIN WOLFChairman-$0--
Filing and Contact Details

Filer

Filer Name
Greater Menomonee Falls Foundation Trust
EIN
39-6520755
Phone
4146593037
Address
PO BOX 53, MENOMONEE FALLS, WI 53052

Signing Officer

Name
Rick Kohl
Title
Treasurer
Phone
2624028393
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
10000 INNOVATION DRIVE SUITE 250, MILWAUKEE, WI 53226-4837
Preparer
Ann Binzak CPA
Phone
4144319300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 10,831. Description: interest income. Amount: 133. Description: gmf earnings. Amount: 15,962. Total included on form 990-ez, line 4: 26,926.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: marketing. Amount: 6,908. Description: business registration fees. Amount: 54. Description: credit card fees. Amount: 12. Description: insurance. Amount: 750. Description: memberships. Amount: 110. Description: office expense. Amount: 227. Description: paypal fees. Amount: 25. Description: meetings. Amount: 454. Description: investment expenses. Amount: 970. Total to form 990-ez, line 16: 9,510.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss on securities. Amount: -2,659. Description: beneficial interest in greater milwaukee foundation. Amount: 47,960. Total to form 990-ez, line 20: 45,301.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: publicly traded securities. Beg. Of year amount: 238,820. End of year amount: 236,397. Description: beneficial interest - gmf. Beg. Of year amount: 0. End of year amount: 62,206. Description: edward jones . Beg. Of year amount: 5,775. End of year amount: 6,284.”

Raw XML Appendix217 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CHAIRMAN
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt045301
IRS990EZ/OtherExpensesTotalAmt09510
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE AN EFFECTIVE MEANS FOR DONORS TO SUPPORT CHARITIES PRIMARILY FOCUSED IN THE MENOMONEE FALLS AREA THROUGH GRANTS TO CHARITABLE ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 10,831. DESCRIPTION: INTEREST INCOME. AMOUNT: 133. DESCRIPTION: GMF EARNINGS. AMOUNT: 15,962. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 26,926.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MARKETING. AMOUNT: 6,908. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 54. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 12. DESCRIPTION: INSURANCE. AMOUNT: 750. DESCRIPTION: MEMBERSHIPS. AMOUNT: 110. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 227. DESCRIPTION: PAYPAL FEES. AMOUNT: 25. DESCRIPTION: MEETINGS. AMOUNT: 454. DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 970. TOTAL TO FORM 990-EZ, LINE 16: 9,510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSS ON SECURITIES. AMOUNT: -2,659. DESCRIPTION: BENEFICIAL INTEREST IN GREATER MILWAUKEE FOUNDATION. AMOUNT: 47,960. TOTAL TO FORM 990-EZ, LINE 20: 45,301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 238,820. END OF YEAR AMOUNT: 236,397. DESCRIPTION: BENEFICIAL INTEREST - GMF. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 62,206. DESCRIPTION: EDWARD JONES . BEG. OF YEAR AMOUNT: 5,775. END OF YEAR AMOUNT: 6,284.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02624028393
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER MENOMONEE FALLS FOUNDATION TRUST
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ReturnHeader/Filer/EIN0396520755
ReturnHeader/Filer/PhoneNum04146593037
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 53
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053052
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.250.78.130
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:48:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010000 INNOVATION DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532264837
ReturnHeader/PreparerPersonGrp/PhoneNum04144319300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN BINZAK CPA
ReturnHeader/ReturnTs02018-11-15T10:29:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$392,706
Liabilities
$0
Net assets
$392,706
Revenue
$32,730
Expenses
$35,321
Net income
-$2,591
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
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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