Civic Intelligence

James and Yvonne Ziemer Family

EIN 39-6744914 • Waukesha, WI

S67 W24275 Skyline AvenueWaukesha, WI 53189-9254
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-13174%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-80%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$234

Down $1,340,710 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$234

Down $1,340,710 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$10,177

Down $39,781 (-80%) from 2023

Expenses

Up

$1,350,887

Up $1,320,754 (+4383%) from 2023

Net Income

Down

-$1,340,710

Down $1,360,535 (-6863%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,374,931Liabilities 2011: $02011Assets 2012: $1,352,518Liabilities 2012: $02012Assets 2013: $1,392,936Liabilities 2013: $02013Assets 2014: $1,485,098Liabilities 2014: $02014Assets 2015: $1,323,484Liabilities 2015: $02015Assets 2019: $1,044,321Liabilities 2019: $1Net Assets 2019: $1,044,3212019Assets 2020: $1,258,495Liabilities 2020: $1Net Assets 2020: $1,258,4952020Assets 2021: $1,277,230Liabilities 2021: $1Net Assets 2021: $1,277,2302021Assets 2022: $1,320,921Liabilities 2022: $1Net Assets 2022: $1,320,9212022Assets 2023: $1,340,944Liabilities 2023: $1Net Assets 2023: $1,340,9442023Assets 2024: $234Liabilities 2024: $0Net Assets 2024: $2342024

Highlighted filing

2024

Assets$234
Liabilities$0
Net Assets$234
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $605,926Expenses 2011: $192,879Net Income 2011: $413,0472011Revenue 2012: $105,538Expenses 2012: $126,495Net Income 2012: -$20,9572012Revenue 2013: $146,413Expenses 2013: $105,995Net Income 2013: $40,4182013Revenue 2014: $203,065Expenses 2014: $114,754Net Income 2014: $88,3112014Revenue 2015: $161,267Expenses 2015: $323,197Net Income 2015: -$161,9302015Revenue 2019: $157,500Expenses 2019: $320,999Net Income 2019: -$163,4992019Revenue 2020: $387,889Expenses 2020: $173,715Net Income 2020: $214,1742020Revenue 2021: $160,238Expenses 2021: $138,201Net Income 2021: $22,0372021Revenue 2022: $92,613Expenses 2022: $50,063Net Income 2022: $42,5502022Revenue 2023: $49,958Expenses 2023: $30,133Net Income 2023: $19,8252023Revenue 2024: $10,177Expenses 2024: $1,350,887Net Income 2024: -$1,340,7102024

Highlighted filing

2024

Revenue$10,177
Expenses$1,350,887
Net Income-$1,340,710
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234
Liabilities
$0
Net assets
$234
Revenue
$10,177
Expenses
$1,350,887
Net income
-$1,340,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.35$1.34
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.16$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.39$0.17$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.16$0.32$0.16
2015Summary only. Only limited summary data is available for this year.$1.32$0.00$0.16$0.32$0.16
2014Summary only. Only limited summary data is available for this year.$1.49$0.00$0.20$0.11$0.09
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$0.15$0.11$0.04
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.11$0.13$0.02
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$0.61$0.19$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ZIEMERTrustee-$0--
YVONNE ZIEMERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCEDAR STREET CHARITABLE FOUNDATION INCDONOR-ADVISED FUND FOR GRANTMAKING TO PUBLIC CHARITIESPCMILWAUKEE, WI, US$1,570,074
Paid GrantUW-LACROSSE FOUNDATIONSUPPORT TO PROVIDE EDUCATION TO STUDENTSPCLA CROSSE, WI, US$10,000
Paid GrantJUNIOR ACHIEVEMENT OF WISCONSINSUPPORT OF ECONOMIC EDUCATION TO YOUTHPCMILWAUKEE, WI, US$5,000
Paid GrantALZHEIMERS ASSOCIATIONGENERAL OPERATIONSPCCHICAGO, IL, US$200
Filing and Contact Details

Filer

Filer Name
James and Yvonne Ziemer Family
EIN
39-6744914
Phone
2626508974
Address
S67 W24275 SKYLINE AVENUE, WAUKESHA, WI 53189-9254

Signing Officer

Name
James L Ziemer
Title
Trustee
Phone
2626508974
Signed
2025-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Austin Bennett
Phone
4144761880
Raw XML Appendix312 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF ECONOMIC EDUCATION TO YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT TO PROVIDE EDUCATION TO STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONOR-ADVISED FUND FOR GRANTMAKING TO PUBLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JUNIOR ACHIEVEMENT OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UW-LACROSSE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALZHEIMERS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CEDAR STREET CHARITABLE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011111 W LIBERTY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1615 EAST AVENUE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2225 N MICHIGAN AVE 17TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3313 N PLANKINTON AVE STE 216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LA CROSSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01585274
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028810
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt089384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0224359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0224359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01425811
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01313653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022774
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt089384
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01342463
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01313653
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01650170
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0336517
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0A SUBSTANTIAL CONTRACTION OCCURRED DURING 2024. THE FMV OF $1,570,074 OF ASSETS (COST BASIS OF $1,323,796) WAS GRANTED TO CEDAR STREET CHARITABLE FOUNDATION IN A DONOR ADVISED FUNDS. CASH AND SHARES OF STOCK WERE DISTRIBUTED. THE ORGANIZATION IS PLANNING TO DISSOLVE IN 2025.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04956
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04956
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L ZIEMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02626508974
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES AND YVONNE ZIEMER FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0396744914
ReturnHeader/Filer/PhoneNum02626508974
ReturnHeader/Filer/USAddress/AddressLine1Txt0S67 W24275 SKYLINE AVENUE
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0531899254
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010401 W INNOVATION DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04144761880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AUSTIN BENNETT
ReturnHeader/ReturnTs02025-06-18T15:22:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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