Civic Intelligence

Gerhard and Milma Naeseth Charitable Foundation

990PF • Fiscal year 2020 • EIN 39-6795347

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
3913 W Prospect Ave No 201Appleton, WI 54914

(920) 380-9960

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.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

1st percentile

-46510%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

80th percentile

$3,600

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 6101.7% of source-year revenue.

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

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$220,850

Down $68,830 (-24%) from 2019

Net Assets

$220,850

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin1st percentile

Revenue

Down

$59

Down $33,213 (-100%) from 2019

Expenses

Up

$27,500

Up $4,039 (+17%) from 2019

Net Income

Down

-$27,441

Down $37,252 (-380%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$300K$200K$100K$0Assets 2011: $276,213Liabilities 2011: $0Net Assets 2011: $276,2132011Assets 2012: $268,097Liabilities 2012: $0Net Assets 2012: $268,0972012Assets 2013: $268,633Liabilities 2013: $1Net Assets 2013: $268,6332013Assets 2014: $247,826Liabilities 2014: $02014Assets 2015: $262,502Liabilities 2015: $1Net Assets 2015: $262,5022015Assets 2016: $271,049Liabilities 2016: $1Net Assets 2016: $271,0492016Assets 2017: $275,345Liabilities 2017: $0Net Assets 2017: $275,3452017Assets 2019: $289,680Liabilities 2019: $02019Assets 2020: $220,850Liabilities 2020: $1Net Assets 2020: $220,8502020Assets 2021: $228,755Liabilities 2021: $1Net Assets 2021: $228,7552021Assets 2022: $229,245Liabilities 2022: $1Net Assets 2022: $229,2452022Assets 2023: $238,311Liabilities 2023: $1Net Assets 2023: $238,3112023Assets 2024: $246,816Liabilities 2024: $0Net Assets 2024: $246,8162024

Highlighted filing

2020

Assets$220,850
Liabilities$1
Net Assets$220,850
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $22,8042011Expenses 2012: $17,2442012Revenue 2013: $12,180Expenses 2013: $11,645Net Income 2013: $5352013Revenue 2014: $21,000Expenses 2014: $41,933Net Income 2014: -$20,9332014Revenue 2015: $20,155Expenses 2015: $5,480Net Income 2015: $14,6752015Revenue 2016: $14,705Expenses 2016: $6,158Net Income 2016: $8,5472016Revenue 2017: $10,330Expenses 2017: $6,034Net Income 2017: $4,2962017Revenue 2019: $33,272Expenses 2019: $23,461Net Income 2019: $9,8112019Revenue 2020: $59Expenses 2020: $27,500Net Income 2020: -$27,4412020Revenue 2021: $25,372Expenses 2021: $17,467Net Income 2021: $7,9052021Revenue 2022: $18,285Expenses 2022: $17,795Net Income 2022: $4902022Revenue 2023: $23,081Expenses 2023: $17,298Net Income 2023: $5,7832023Revenue 2024: $25,986Expenses 2024: $17,625Net Income 2024: $8,3612024

Highlighted filing

2020

Revenue$59
Expenses$27,500
Net Income-$27,441
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIDUCIARY PARTNERS TRUST COMPANYTrustee-$3,600-$3,600
Filing and Contact Details

Filer

Filer Name
Gerhard & Milma Naeseth Charitable
EIN
39-6795347
Phone
9203809960
Address
3913 W PROSPECT AVE NO 201, APPLETON, WI 54914

Signing Officer

Name
Melissa Mislinski
Title
Trustee
Phone
9203809960
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Roberts Ritschke and Tyczkowski Ltd
Address
335 FIRST STREET PO BOX 679, NEENAH, WI 54957-0679
Preparer
Keith a Depies CPA
Phone
9207222141
Raw XML Appendix319 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054914
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0$10,500 TO PAY FOR RENOVATION PROJECT.$12,000 TO PAY FOR RESEARCH, PRINTING, AND DISTRIBUTION OF TWO ISSUES OF OUR MEMBER NEWSLETTER CALLED "NORWEGIAN TRACKS," OUR PUBLICATION CALLED "RESEARCH GUIDE TO NORWEGIAN GENEALOGY, AND THE NAGC & NL 2019 ANNUAL REPORT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORWEGIAN AMERICAN GENEALOGICAL CENTER & NAESETH LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0415 WEST MAIN STREET
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022500
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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/AppliedToCurrentYearAmt011205
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045314
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032959
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023560
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012355
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032959
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0380
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA MISLINSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203809960
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERHARD & MILMA NAESETH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GERH
ReturnHeader/Filer/EIN0396795347
ReturnHeader/Filer/PhoneNum09203809960
ReturnHeader/Filer/USAddress/AddressLine1Txt03913 W PROSPECT AVE NO 201
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054914
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391504406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS RITSCHKE AND TYCZKOWSKI LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0335 FIRST STREET PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH A DEPIES CPA
ReturnHeader/ReturnTs02021-05-10T13:01:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MISLINSKI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,850
Liabilities
$1
Net assets
$220,850
Revenue
$59
Expenses
$27,500
Net income
-$27,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.26$0.18$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.23$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.18$0.18$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.25$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.00$0.28$0.27
2019Summary only. Only limited summary data is available for this year.$2.90$0.00$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.10$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15$0.06$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.20$0.05$0.15
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.21$0.42$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.12$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits