Civic Intelligence

Robert H Nagy Family Foundation

990PF • Fiscal year 2015 • EIN 39-6783372

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
PO Box 828Waukesha, WI 53187

(414) 290-9000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$411,965

Up $9,962 (+2.5%) from 2014

Net Assets

Up

$411,965

Up $9,962 (+2.5%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Down

$40,588

Down $17,619 (-30%) from 2014

Expenses

Down

$27,209

Down $1,010 (-3.6%) from 2014

Net Income

Down

$13,379

Down $16,609 (-55%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2010: $379,723Liabilities 2010: $0Net Assets 2010: $379,7232010Assets 2011: $378,214Liabilities 2011: $0Net Assets 2011: $378,2142011Assets 2012: $370,055Liabilities 2012: $0Net Assets 2012: $370,0552012Assets 2013: $372,021Liabilities 2013: $1Net Assets 2013: $372,0212013Assets 2014: $402,003Liabilities 2014: $1Net Assets 2014: $402,0032014Assets 2015: $411,965Liabilities 2015: $1Net Assets 2015: $411,9652015Assets 2016: $401,756Liabilities 2016: $0Net Assets 2016: $401,7562016Assets 2017: $407,874Liabilities 2017: $0Net Assets 2017: $407,8742017Assets 2018: $434,651Liabilities 2018: $0Net Assets 2018: $434,6512018Assets 2019: $417,214Liabilities 2019: $1Net Assets 2019: $417,2142019Assets 2020: $547,393Liabilities 2020: $1Net Assets 2020: $547,3932020Assets 2021: $571,662Liabilities 2021: $1Net Assets 2021: $571,6622021Assets 2022: $545,246Liabilities 2022: $1Net Assets 2022: $545,2462022Assets 2023: $518,288Liabilities 2023: $1Net Assets 2023: $518,2882023Assets 2024: $522,088Liabilities 2024: $0Net Assets 2024: $522,0882024

Highlighted filing

2015

Assets$411,965
Liabilities$1
Net Assets$411,965
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $21,9222010Expenses 2011: $21,1572011Expenses 2012: $25,0802012Revenue 2013: $26,128Expenses 2013: $24,167Net Income 2013: $1,9612013Revenue 2014: $58,207Expenses 2014: $28,219Net Income 2014: $29,9882014Revenue 2015: $40,588Expenses 2015: $27,209Net Income 2015: $13,3792015Revenue 2016: $16,115Expenses 2016: $26,254Net Income 2016: -$10,1392016Revenue 2017: $30,359Expenses 2017: $23,906Net Income 2017: $6,4532017Revenue 2018: $36,537Expenses 2018: $10,094Net Income 2018: $26,4432018Revenue 2019: $25,712Expenses 2019: $43,152Net Income 2019: -$17,4402019Revenue 2020: $156,047Expenses 2020: $25,910Net Income 2020: $130,1372020Revenue 2021: $54,529Expenses 2021: $30,255Net Income 2021: $24,2742021Revenue 2022: $14,140Expenses 2022: $40,116Net Income 2022: -$25,9762022Revenue 2023: $9,691Expenses 2023: $35,049Net Income 2023: -$25,3582023Revenue 2024: $40,145Expenses 2024: $35,972Net Income 2024: $4,1732024

Highlighted filing

2015

Revenue$40,588
Expenses$27,209
Net Income$13,379
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY B NAGYTrustee-$0--
JOHN R NAGYTrustee-$0--
WENDY C HENDRICKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert H Nagy Family Foundation
EIN
39-6783372
Phone
4142909000
Address
PO BOX 828, WAUKESHA, WI 53187

Signing Officer

Name
John Nagy
Title
Trustee
Phone
4142909000
Signed
2016-05-05

Preparer

Firm
BMO Harris Bank NA
Address
11270 West Park Place Ste 400, Milwaukee, WI 53224
Preparer
Laura Lesperance CPA
Phone
4148153684
Raw XML Appendix325 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/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt48000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2K-9 FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAKE A WISH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HILLIGOSS PULMONARY FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WAUKESHA CNTY SHERIFFS DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOYS & GIRLS CLUB OF MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MACC FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5I Back Jack Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KEVIN FANTL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013195 W HAMPTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O US BANK 2805 HERITAGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2515 W MORELAND BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31558 N 6TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41200 N MAYFAIR RD STE 265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 41
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6W247 N5915 Grouse Court
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUTLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DELAFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WAUKESHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Hartland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Sussex
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653089
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021150
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/AppliedToCurrentYearAmt01046
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021104
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021796
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022150
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021104
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03417
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Disallowed Wash Losses
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03282
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK, NA INVESTMENT MGMT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03282
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/Amt1900
TaxesSchedule/TaxesDetail/Amt2752
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0125
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN NAGY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142909000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT H NAGY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0396783372
ReturnHeader/Filer/PhoneNum04142909000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 828
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053187
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/PreparerPersonNm0LAURA LESPERANCE CPA
ReturnHeader/ReturnTs02016-06-07T12:48:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,965
Liabilities
$1
Net assets
$411,965
Revenue
$40,588
Expenses
$27,209
Net income
$13,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.40$0.36$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.10$0.35$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.14$0.40$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.55$0.30$0.24
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$1.56$0.26$1.30
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.26$0.43$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.37$0.10$0.26
2017Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.30$0.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.16$0.26$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.41$0.27$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.58$0.28$0.30
2013Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.26$0.24$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.21
2010Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.22