Civic Intelligence

Dalum Family Foundation

990PF • Fiscal year 2020 • EIN 39-6658948

May 01, 2019 to Apr 30, 2020 • Filed on Aug 25, 2020

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-567%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-64%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$353,306

Down $103,283 (-23%) from 2019

Net Assets

Down

$353,306

Down $103,283 (-23%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$18,534

Down $33,351 (-64%) from 2019

Expenses

Down

$123,542

Down $20,738 (-14%) from 2019

Net Income

Down

-$105,008

Down $12,613 (-14%) from 2019

Historical Trend

Balance Sheet Trend

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: $0Net 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: $1Net 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

2020

Assets$353,306
Liabilities$1
Net Assets$353,306

Operations Trend

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

2020

Revenue$18,534
Expenses$123,542
Net Income-$105,008
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Aug 25, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E DALUMTrustee-$0--
MARY P DALUMTrustee-$0--
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
2020-08-25
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214-1474
Preparer
Beth Schroeder EA
Phone
4148753234
Raw XML Appendix366 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/AssetDesc0Shrt Term Sales Schedule Attached
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0549837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0729948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0624753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0494267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0468583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0118850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.324821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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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE DALUM FAMILY FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS E DALUM AND MARY P DALUM AS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0118100
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/TotalGrantOrContriPdDurYrAmt0118100
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/AppliedToCurrentYearAmt021828
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0112162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0117220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0132424
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0173305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0173305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0526086
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0112162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0117220
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0132424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067258
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0118850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097022
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0699391
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0602369
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0580
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1346
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Wash Sale Adjustment - current year
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Timing Difference
OtherIncomeSchedule2/OtherIncomeDetail/Desc0990-PF Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt066
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02651
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Wash Sale Adjustment - prior years
TaxesSchedule/TaxesDetail/Amt0244
TaxesSchedule/TaxesDetail/Amt1900
TaxesSchedule/TaxesDetail/Amt266
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REFUND APPLIED AS EST
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0244
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS DALUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04145478500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-25
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0146CE9A50EDF08EDCBC06629850E0EC9B87F1011
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022DD4298732F36F4728E54296F429D6B410CFF84
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.7.100.25
ReturnHeader/FilingSecurityInformation/IPDt02020-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:47:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th St Ste 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532141474
ReturnHeader/PreparerPersonGrp/PhoneNum04148753234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beth Schroeder EA
ReturnHeader/ReturnTs02020-08-27T06:48:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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