Civic Intelligence

Greater Menomonee Falls Foundation Trust

990 • Fiscal year 2021 • EIN 39-6520755

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 12, 2022

Organization ProfileWWW.FALLSFOUNDATION.ORG
PO Box 53Menomonee Falls, WI 53052

(414) 623-7716

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

66th percentile

23%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

62nd percentile

17%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

56%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$513,142

Up $76,029 (+17%) from 2020

Net Assets

Up

$513,142

Up $76,029 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin66th percentile

Revenue

Up

$53,770

Up $19,408 (+56%) from 2020

Expenses

Down

$41,397

Down $24,060 (-37%) from 2020

Net Income

Up

$12,373

Up $43,468 (+140%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2021

Assets$513,142
Liabilities$0
Net Assets$513,142
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$53,770
Expenses$41,397
Net Income$12,373
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 12, 2022
Return Version
2021v4.2
Gross Receipts
$62,071
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.

The mission of the greater menomonee falls foundation is to provide a platform for donors to invest in and meet the community's needs now and in the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$40,807$52,782▲ $11,975
Savings and Temporary Cash Investments$20,799$41,821▲ $21,022
Total Assets$437,113$513,142▲ $76,029
Other Assets Total$375,507$418,539▲ $43,032
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$437,113$513,142▲ $76,029
Total Net Assets Fund Balance$437,113$513,142▲ $76,029
Total Liabilities and Net Assets / Fund Balance$437,113$513,142▲ $76,029

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$418,539--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Randy NewmanPresident
Eric NelsonVice Chair
Cathy OligBoard Member
Chris RechliczBoard Member
Daniel R SchwindBoard Member
Joellen MulderBoard Member
Keven WolfBoard Member
Meredith B MusausBoard Member
Molly PaulusBoard Member
Sue CarneyBoard Member
Sue JeskewitzBoard Member
Terry FitzsimmonsBoard Member
Robin MankeSecretary
Rick KohlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,882
Program Service Revenue
$0
Investment Income
$2,926
Other Revenue
$15,962
All Other Contributions
$33,132
Change in Net Assets
$12,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,282
Grants and Similar Amounts Paid$18,115
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,115--$18,115
Advertising-$9,437-$9,437
Fees for Services Accounting-$4,336-$4,336
Fees for Service Investment Mgmnt Fees-$3,639-$3,639
Office Expenses-$1,348-$1,348
Insurance-$1,205-$1,205
Other Expenses-$136-$136
Total Functional Expenses$18,115$23,282$0$41,397
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,325
Fundraising Direct Expenses$8,301
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
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, Section B, Line 11B

“The officer signing the form 990 reviews it before filing with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Greater Menomonee Falls Foundation Trust
EIN
39-6520755
Phone
4146237716
Address
PO BOX 53, MENOMONEE FALLS, WI 53052

Signing Officer

Name
Randy Newman
Title
President
Phone
2624028393
Signed
2022-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Kohl
Formed
1991
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Wipfli Llp
Address
170 N RADNOR-CHESTER RD SUITE 200, RADNOR, PA 19087
Preparer
Solomon Mardakhaev
Phone
6105653930
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of beneficial interest in greater milwaukee foundation, inc 63,186.”

Raw XML AppendixShowing 400 of 420 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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IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0137315
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08473
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026926
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040406
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt020208
IRS990ScheduleA/PublicSupportCY170Pct00.51490
IRS990ScheduleA/PublicSupportPY170Pct00.85850
IRS990ScheduleA/PublicSupportTotal170Amt093061
IRS990ScheduleA/SubstantialContributorsTotAmt044254
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04777
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0137315
IRS990ScheduleA/TotalSupportAmt0180745
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt03024
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt03024
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/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0418539
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0418539
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN GREATER MILWAUKEE FOUNDATION, INC.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0418539
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICER SIGNING THE FORM 990 REVIEWS IT BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF BENEFICIAL INTEREST IN GREATER MILWAUKEE FOUNDATION, INC 63,186.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0437113
IRS990/TotalAssetsEOYAmt0513142
IRS990/TotalAssetsGrp/BOYAmt0437113
IRS990/TotalAssetsGrp/EOYAmt0513142
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034882
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023282
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018115
IRS990/TotalFunctionalExpensesGrp/TotalAmt041397
IRS990/TotalGrossUBIAmt012938
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0437113
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0513142
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018115
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05950
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053770
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt012938
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0437113
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0513142
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0N90 W16262 ROOSEVELT DR
IRS990/USAddress/CityNm0MENOMONEE FALLS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053051
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0HTTPS://WWW.FALLSFOUNDATION.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02624028393
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER MENOMONEE FALLS FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0396520755
ReturnHeader/Filer/PhoneNum04146237716

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,142
Liabilities
$0
Net assets
$513,142
Revenue
$53,770
Expenses
$41,397
Net income
$12,373
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
2021Detailed filing. Detailed filing data is available for this year.$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