Civic Intelligence

Allgaier Foundation

990PF • Fiscal year 2021 • EIN 39-6725201

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 25, 2022

2455 Buckingham PlaceBrookfield, WI 53045-4160

(262) 574-5496

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

92nd percentile

71%

Higher net margin than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

90th percentile

91%

Faster asset growth than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

929%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$293,268

Up $139,559 (+91%) from 2020

Net Assets

Up

$293,268

Up $139,559 (+91%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$196,170

Up $177,115 (+929%) from 2020

Expenses

Up

$56,611

Up $45,301 (+401%) from 2020

Net Income

Up

$139,559

Up $131,814 (+1702%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $206,284Liabilities 2011: $02011Assets 2017: $150,530Liabilities 2017: $0Net Assets 2017: $150,5302017Assets 2019: $145,964Liabilities 2019: $02019Assets 2020: $153,709Liabilities 2020: $1Net Assets 2020: $153,7092020Assets 2021: $293,268Liabilities 2021: $1Net Assets 2021: $293,2682021Assets 2022: $339,070Liabilities 2022: $1Net Assets 2022: $339,0702022Assets 2023: $366,336Liabilities 2023: $1Net Assets 2023: $366,3362023Assets 2024: $454,255Liabilities 2024: $0Net Assets 2024: $454,2552024

Highlighted filing

2021

Assets$293,268
Liabilities$1
Net Assets$293,268

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $6,762Expenses 2011: $7,950Net Income 2011: -$1,1882011Revenue 2017: $4,631Expenses 2017: $6,450Net Income 2017: -$1,8192017Revenue 2019: $5,315Expenses 2019: $11,800Net Income 2019: -$6,4852019Revenue 2020: $19,055Expenses 2020: $11,310Net Income 2020: $7,7452020Revenue 2021: $196,170Expenses 2021: $56,611Net Income 2021: $139,5592021Revenue 2022: $89,313Expenses 2022: $43,511Net Income 2022: $45,8022022Revenue 2023: $69,182Expenses 2023: $41,916Net Income 2023: $27,2662023Revenue 2024: $113,206Expenses 2024: $25,287Net Income 2024: $87,9192024

Highlighted filing

2021

Revenue$196,170
Expenses$56,611
Net Income$139,559
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 25, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Glen A AlgaierDirector-$0--
Filing and Contact Details

Filer

Filer Name
Allgaier Foundation
EIN
39-6725201
Address
2455 Buckingham Place, Brookfield, WI 53045-4160

Signing Officer

Name
Glen Al1gaier
Title
Trustee
Phone
2625749280
Signed
2022-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Paul J Schilling CPA SC
Address
1744 Blackhawk Trail, Waukesha, WI 53186
Preparer
Paul J Schilling CPA
Phone
2625745496
Raw XML Appendix277 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0325
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt053970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1117170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt218097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Vanguard Inflation Protected Sec
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Vanguard Total Stock Mkt Index Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Vanguard Inter-Term Bond Index Inv
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1188996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt217870
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0116431
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0325
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2109372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2109372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Total Stock Mkt Index
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0109938
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0325
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0139559
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0293268
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0153709
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0293268
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016625
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016625
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016625
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018153
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01528
IRS990PF/DistributableAmountGrp/TotalTaxAmt01528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0371470
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0149684
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0267439
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0368591
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt079028
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0289563
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05529
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018153
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0363062
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0368591
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Glen A Algaier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02455 Buckingham Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Brookfield
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt056286
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt056286
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Glen A Algaier
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Brigham Young University
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Vanguard Charitable
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Alicia Gonzalaez Giron School
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt050000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt01286
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Brigham Young University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Vanguard Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Alicia Gonzalez Giron School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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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/AppliedToCurrentYearAmt016625
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039661
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039661
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056286
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039661
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039661
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Glen Allgaier
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02455 Buckingham Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Brookfield
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053045
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt079739
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Glen Allgaier
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02455 Buckingham Place
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Brookfield
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053045
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Glen Al1gaier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02625749280
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Allgaier Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ALLG
ReturnHeader/Filer/EIN0396725201
ReturnHeader/Filer/USAddress/AddressLine1Txt02455 Buckingham Place
ReturnHeader/Filer/USAddress/CityNm0Brookfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530454160
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264013461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Paul J Schilling CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01744 Blackhawk Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waukesha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02625745496
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul J Schilling CPA
ReturnHeader/ReturnTs02022-04-18T17:36:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Glen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Algaier
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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