Civic Intelligence

Dalum Family Foundation

990PF • Fiscal year 2016 • EIN 39-6658948

May 01, 2015 to Apr 30, 2016 • Filed on Aug 10, 2016

Organization Profile
31917 Apple LaneHartland, WI 53029

(414) 547-8500

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

90th percentile

42%

Faster asset growth than 90% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

153%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$579,303

Up $171,684 (+42%) from 2015

Net Assets

Up

$579,303

Up $171,684 (+42%) from 2015

Liabilities

Up

$1

Up $1 from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Up

$272,676

Up $164,873 (+153%) from 2015

Expenses

Down

$96,156

Down $105,966 (-52%) from 2015

Net Income

Up

$176,520

Up $270,839 (+287%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0Assets 2010: $270,882Liabilities 2010: $0Net Assets 2010: $270,8822010Assets 2011: $197,829Liabilities 2011: $0Net Assets 2011: $197,8292011Assets 2012: $176,271Liabilities 2012: $0Net Assets 2012: $176,2712012Assets 2013: $334,554Liabilities 2013: $0Net Assets 2013: $334,5542013Assets 2014: $501,938Liabilities 2014: $0Net Assets 2014: $501,9382014Assets 2015: $407,619Liabilities 2015: $0Net Assets 2015: $407,6192015Assets 2016: $579,303Liabilities 2016: $1Net Assets 2016: $579,3032016Assets 2017: $648,296Liabilities 2017: $0Net Assets 2017: $648,2962017Assets 2018: $551,288Liabilities 2018: $0Net Assets 2018: $551,2882018Assets 2019: $456,589Liabilities 2019: $0Net Assets 2019: $456,5892019Assets 2020: $353,306Liabilities 2020: $0Net Assets 2020: $353,3062020Assets 2021: $273,669Liabilities 2021: $0Net Assets 2021: $273,6692021Assets 2022: $289,837Liabilities 2022: $0Net Assets 2022: $289,8372022Assets 2023: $354,712Liabilities 2023: $0Net Assets 2023: $354,7122023Assets 2024: $709,385Liabilities 2024: $0Net Assets 2024: $709,3852024Assets 2025: $649,343Liabilities 2025: $0Net Assets 2025: $649,3432025

Highlighted filing

2016

Assets$579,303
Liabilities$1
Net Assets$579,303
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $50,9582010Expenses 2011: $83,5962011Expenses 2012: $79,3552012Revenue 2013: $259,778Expenses 2013: $101,495Net Income 2013: $158,2832013Revenue 2014: $297,987Expenses 2014: $130,603Net Income 2014: $167,3842014Revenue 2015: $107,803Expenses 2015: $202,122Net Income 2015: -$94,3192015Revenue 2016: $272,676Expenses 2016: $96,156Net Income 2016: $176,5202016Revenue 2017: $237,632Expenses 2017: $168,050Net Income 2017: $69,5822017Revenue 2018: $55,991Expenses 2018: $158,376Net Income 2018: -$102,3852018Revenue 2019: $51,885Expenses 2019: $144,280Net Income 2019: -$92,3952019Revenue 2020: $18,534Expenses 2020: $123,542Net Income 2020: -$105,0082020Revenue 2021: $28,766Expenses 2021: $108,594Net Income 2021: -$79,8282021Revenue 2022: $112,830Expenses 2022: $97,069Net Income 2022: $15,7612022Revenue 2023: $146,177Expenses 2023: $81,502Net Income 2023: $64,6752023Revenue 2024: $487,239Expenses 2024: $132,566Net Income 2024: $354,6732024Revenue 2025: $70,372Expenses 2025: $130,414Net Income 2025: -$60,0422025

Highlighted filing

2016

Revenue$272,676
Expenses$96,156
Net Income$176,520
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Aug 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E DALUMTrustee-$0--
MARY P DALUMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTGENERAL FUNDN/AMILWAUKEE, WI, US$91,000
Filing and Contact Details

Filer

Filer Name
Dalum Family Foundation
EIN
39-6658948
Phone
4145478500
Address
31917 APPLE LANE, HARTLAND, WI 53029

Signing Officer

Name
Thomas Dalum
Title
Trustee
Phone
4145478500
Signed
2016-08-10

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Beth Schroeder Ea
Phone
4148153684
Raw XML Appendix335 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0See Attached Sales Schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1See Attached Sales Schedule
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long Term Capital Gain Dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0126257
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0297
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Attached Sales Schedule
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long Term Capital Gain Dividends
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THOMAS E DALUM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0N4 W22610 BLUEMOUND RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUKESHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053186
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04145478500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS E DALUM AND MARY P DALUM AS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt091000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091000
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/AppliedToCurrentYearAmt024342
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0173305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0102608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt084270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068018
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068018
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0492892
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0173305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0102608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt084270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065451
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067258
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0560910
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0493652
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS DALUM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt031917 Apple Ln
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Hartland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053029
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04836
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Wash Sale Adjustment
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Refund of Excise Tax
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK, NA INVT MGMT
TaxesSchedule/TaxesDetail/Amt0121
TaxesSchedule/TaxesDetail/Amt1405
TaxesSchedule/TaxesDetail/Amt2230
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REFUND APPLIED AS EST
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0121
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS DALUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04145478500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALUM FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DALU
ReturnHeader/Filer/EIN0396658948
ReturnHeader/Filer/PhoneNum04145478500
ReturnHeader/Filer/USAddress/AddressLine1Txt031917 APPLE LANE
ReturnHeader/Filer/USAddress/CityNm0HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011270 West Park Place Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053224
ReturnHeader/PreparerPersonGrp/PhoneNum04148153684
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETH SCHROEDER EA
ReturnHeader/ReturnTs02016-08-30T08:52:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$579,303
Liabilities
$1
Net assets
$579,303
Revenue
$272,676
Expenses
$96,156
Net income
$176,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.70$1.30$0.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$4.87$1.33$3.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$1.46$0.82$0.65
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.13$0.97$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.29$1.09$0.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.19$1.24$1.05
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.52$1.44$0.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.56$1.58$1.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$2.38$1.68$0.70
2016Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$2.73$0.96$1.77
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.08$0.00$4.08$1.08$2.02$0.94
2014Detailed filing. Detailed filing data is available for this year.$5.02$0.00$5.02$2.98$1.31$1.67
2013Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$2.60$1.01$1.58
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.79
2011Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.84
2010Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.51