Civic Intelligence

Walter G Sommer Family Charitable Foundation

EIN 39-6724448 • Mequon, WI

PO Box 37Mequon, WI 53092-0037
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

1st percentile

-193285%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-19%

Faster asset growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-24%

Faster revenue growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$108,035

Down $25,127 (-19%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$108,035

Down $25,127 (-19%) from 2016

Revenue

Down

$13

Down $4 (-24%) from 2016

Expenses

Down

$25,140

Down $10,000 (-28%) from 2016

Net Income

Up

-$25,127

Up $9,996 (+28%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $118,783Liabilities 2011: $02011Assets 2012: $143,655Liabilities 2012: $02012Assets 2013: $193,529Liabilities 2013: $1Net Assets 2013: $193,5292013Assets 2014: $168,408Liabilities 2014: $02014Assets 2015: $168,285Liabilities 2015: $1Net Assets 2015: $168,2852015Assets 2016: $133,162Liabilities 2016: $0Net Assets 2016: $133,1622016Assets 2017: $108,035Liabilities 2017: $0Net Assets 2017: $108,0352017

Highlighted filing

2017

Assets$108,035
Liabilities$0
Net Assets$108,035

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $63Expenses 2011: $2,640Net Income 2011: -$2,5772011Revenue 2012: $25,012Expenses 2012: $140Net Income 2012: $24,8722012Revenue 2013: $50,014Expenses 2013: $140Net Income 2013: $49,8742013Revenue 2014: $19Expenses 2014: $25,140Net Income 2014: -$25,1212014Revenue 2015: $17Expenses 2015: $140Net Income 2015: -$1232015Revenue 2016: $17Expenses 2016: $35,140Net Income 2016: -$35,1232016Revenue 2017: $13Expenses 2017: $25,140Net Income 2017: -$25,1272017

Highlighted filing

2017

Revenue$13
Expenses$25,140
Net Income-$25,127

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD G SOMMERTrustee-$0--
WALTER B SOMMERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Walter G Sommer Family
EIN
39-6724448
Phone
2622420100
Address
PO BOX 37, MEQUON, WI 53092-0037

Signing Officer

Name
Walter B Sommer
Title
Trustee
Phone
2622420100
Signed
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
777 E WISCONSIN AVENUE 32ND FLOOR, MILWAUKEE, WI 53202
Preparer
Steve Silver CPA
Phone
4147775500
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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