Civic Intelligence

Foley Family Foundation

990PF • Fiscal year 2017 • EIN 39-6551865

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profile
Post Office Box 26305Milwaukee, WI 53226-0305

(414) 359-9067

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-263%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$17,250

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

16th percentile

-5.9%

Faster asset growth than 16% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

62%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,418,507

Down $150,981 (-5.9%) from 2016

Net Assets

Down

$2,418,507

Down $150,981 (-5.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Up

$57,181

Up $21,888 (+62%) from 2016

Expenses

Down

$207,377

Down $258,695 (-56%) from 2016

Net Income

Up

-$150,196

Up $280,583 (+65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,926,088Liabilities 2010: $0Net Assets 2010: $3,926,0882010Assets 2011: $3,804,277Liabilities 2011: $0Net Assets 2011: $3,804,2772011Assets 2012: $3,458,679Liabilities 2012: $0Net Assets 2012: $3,458,6792012Assets 2013: $3,377,180Liabilities 2013: $1Net Assets 2013: $3,377,1802013Assets 2014: $3,300,229Liabilities 2014: $1Net Assets 2014: $3,300,2292014Assets 2015: $3,009,561Liabilities 2015: $1Net Assets 2015: $3,009,5612015Assets 2016: $2,569,488Liabilities 2016: $0Net Assets 2016: $2,569,4882016Assets 2017: $2,418,507Liabilities 2017: $0Net Assets 2017: $2,418,5072017Assets 2018: $2,418,773Liabilities 2018: $0Net Assets 2018: $2,418,7732018Assets 2019: $2,208,018Liabilities 2019: $1Net Assets 2019: $2,208,0182019Assets 2020: $2,157,523Liabilities 2020: $1Net Assets 2020: $2,157,5232020Assets 2021: $2,216,137Liabilities 2021: $1Net Assets 2021: $2,216,1372021Assets 2022: $2,088,319Liabilities 2022: $1Net Assets 2022: $2,088,3192022Assets 2023: $1,868,026Liabilities 2023: $1Net Assets 2023: $1,868,0262023Assets 2024: $1,752,492Liabilities 2024: $0Net Assets 2024: $1,752,4922024

Highlighted filing

2017

Assets$2,418,507
Liabilities$0
Net Assets$2,418,507
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $421,3412010Expenses 2011: $482,4752011Expenses 2012: $475,2892012Revenue 2013: $399,313Expenses 2013: $480,812Net Income 2013: -$81,4992013Revenue 2014: $408,333Expenses 2014: $487,959Net Income 2014: -$79,6262014Revenue 2015: $218,171Expenses 2015: $508,845Net Income 2015: -$290,6742015Revenue 2016: $35,293Expenses 2016: $466,072Net Income 2016: -$430,7792016Revenue 2017: $57,181Expenses 2017: $207,377Net Income 2017: -$150,1962017Revenue 2018: $162,117Expenses 2018: $161,851Net Income 2018: $2662018Revenue 2019: -$138,548Expenses 2019: $72,207Net Income 2019: -$210,7552019Revenue 2020: $24,261Expenses 2020: $74,756Net Income 2020: -$50,4952020Revenue 2021: $136,462Expenses 2021: $77,848Net Income 2021: $58,6142021Revenue 2022: $52,199Expenses 2022: $180,017Net Income 2022: -$127,8182022Revenue 2023: $56,256Expenses 2023: $276,546Net Income 2023: -$220,2902023Revenue 2024: $149,186Expenses 2024: $264,732Net Income 2024: -$115,5462024

Highlighted filing

2017

Revenue$57,181
Expenses$207,377
Net Income-$150,196
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN M FISHERTrustee-$17,250-$17,250
WENDY R BOSWORTHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Foley Family Foundation
EIN
39-6551865
In Care Of
% STEPHEN M FISHER
Phone
4143599067
Address
POST OFFICE BOX 26305, MILWAUKEE, WI 53226-0305

Signing Officer

Name
Stephen M Fisher
Title
Trustee
Phone
4143599067
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Fisher & Associates
Address
POST OFFICE BOX 26305, MILWAUKEE, WI 53226-0305
Preparer
Stephen M Fisher
Phone
4143599067
Raw XML Appendix333 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1WENDY R BOSWORTH
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0TIME DEVOTED TO POSITION: AS REQUIRED, BUT LESS THAN FULL TIME.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1TIME DEVOTED TO POSITION: AS REQUIRED, BUT LESS THAN FULL TIME.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT FOR SUPPLEMENTAL FUNDING FOR THE FOLEY CENTER FOR THE STUDY OF LIVES AT NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT TO EARLY CHILDHOOD EDUCATIONAL PROGRAMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SECOND INSTALLMENT OF THREE-YEAR GRANT FOR CAPITAL AND ANNUAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GRANT FOR ZILBER HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GRANT TO "wILL I BE NEXT' FILM PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN UNIVERISTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLANNED PARENTHOOD OF WISCONSIN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3AURORA HEALTH CARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE CENTER FOR INDEPENDENT DOCUMENTARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02020 RIDGE AVENUE 3RD FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1225 W VINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2302 N JACKSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3950 N 12TH STREET SUITE A511
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41300 SOLDIERS FIELD ROAD SUITE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402135
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0169000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0122271
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0299192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0293603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0255344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0266054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0225396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0225396
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01171637
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0299192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0293603
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0255344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0266054
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0179715
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057444
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01397033
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01339589
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN M FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143599067
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOLEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FOLE
ReturnHeader/Filer/EIN0396551865
ReturnHeader/Filer/InCareOfNm0% STEPHEN M FISHER
ReturnHeader/Filer/PhoneNum04143599067
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 26305
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532260305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0674E049E1A6B4619D8FC340F67FE7FF95A7B9258
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0674E049E1A6B4619D8FC340F67FE7FF95A7B9258
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039088120181225000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.225.111.15
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M FISHER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 26305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532260305
ReturnHeader/PreparerPersonGrp/PhoneNum04143599067
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Fisher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-02T16:28:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,418,507
Liabilities
$0
Net assets
$2,418,507
Revenue
$57,181
Expenses
$207,377
Net income
-$150,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.15$0.26$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.28$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.05$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.14$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.14$0.07$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.16$0.16$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.06$0.21$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.04$0.47$0.43
2015Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.22$0.51$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.41$0.49$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.40$0.48$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.48
2011Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.48
2010Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.42