Civic Intelligence

Congregational Foundation Inc.

990 • Fiscal year 2018 • EIN 41-2091039

Apr 01, 2017 to Mar 31, 2018 • Filed on Oct 17, 2018

Organization ProfileN/A
8473 S Howell AvenueOak Creek, WI 53154

(800) 262-1620

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.07x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

69th percentile

8.0%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$4,234,157

Up $312,606 (+8.0%) from 2017

Net Assets

Up

$4,203,990

Up $306,935 (+7.9%) from 2017

Liabilities

Up

$30,167

Up $5,671 (+23%) from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin86th percentile

Revenue

Up

$459,864

Up $200,294 (+77%) from 2017

Expenses

Up

$298,838

Up $26,726 (+9.8%) from 2017

Net Income

Up

$161,026

Up $173,568 (+1384%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $2,596,751Liabilities 2012: $39,508Net Assets 2012: $2,557,2432012Assets 2013: $2,781,135Liabilities 2013: $40,156Net Assets 2013: $2,740,9792013Assets 2014: $3,516,707Liabilities 2014: $13,511Net Assets 2014: $3,503,1962014Assets 2015: $3,803,620Liabilities 2015: $26,949Net Assets 2015: $3,776,6712015Assets 2016: $3,652,126Liabilities 2016: $14,785Net Assets 2016: $3,637,3412016Assets 2017: $3,921,551Liabilities 2017: $24,496Net Assets 2017: $3,897,0552017Assets 2018: $4,234,157Liabilities 2018: $30,167Net Assets 2018: $4,203,9902018Assets 2019: $4,447,450Liabilities 2019: $11,091Net Assets 2019: $4,436,3592019Assets 2020: $4,431,014Liabilities 2020: $21,739Net Assets 2020: $4,409,2752020Assets 2021: $13,403,525Liabilities 2021: $23,386Net Assets 2021: $13,380,1392021Assets 2022: $13,539,882Liabilities 2022: $24,131Net Assets 2022: $13,515,7512022Assets 2023: $12,341,732Liabilities 2023: $1,415Net Assets 2023: $12,340,3172023Assets 2025: $15,182,012Liabilities 2025: $0Net Assets 2025: $15,182,0122025

Highlighted filing

2018

Assets$4,234,157
Liabilities$30,167
Net Assets$4,203,990
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $604,853Expenses 2012: $144,811Net Income 2012: $460,0422012Expenses 2013: $96,0882013Revenue 2014: $630,160Expenses 2014: $156,832Net Income 2014: $473,3282014Revenue 2015: $337,701Expenses 2015: $206,028Net Income 2015: $131,6732015Revenue 2016: $287,370Expenses 2016: $225,232Net Income 2016: $62,1382016Revenue 2017: $259,570Expenses 2017: $272,112Net Income 2017: -$12,5422017Revenue 2018: $459,864Expenses 2018: $298,838Net Income 2018: $161,0262018Revenue 2019: $368,859Expenses 2019: $145,784Net Income 2019: $223,0752019Revenue 2020: $531,624Expenses 2020: $147,802Net Income 2020: $383,8222020Revenue 2021: $983,750Expenses 2021: $399,418Net Income 2021: $584,3322021Revenue 2022: $528,778Expenses 2022: $325,935Net Income 2022: $202,8432022Revenue 2023: $502,458Expenses 2023: $545,413Net Income 2023: -$42,9552023Revenue 2025: $1,014,248Expenses 2025: $520,343Net Income 2025: $493,9052025

Highlighted filing

2018

Revenue$459,864
Expenses$298,838
Net Income$161,026
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Oct 17, 2018
Return Version
2017v2.3
Gross Receipts
$487,641
Mission and Program Overview

Mission

To support the activities and affiliated churches of the corporation for the national association of congregational christian churches of the united states.

To support the activities and affiliated churches of the corporation for the national association of congregational christian churches of the united states

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,887,304$4,230,204▲ $342,900
Cash and Non-Interest-Bearing Accounts$500$468▼ $32
Total Assets$3,921,551$4,234,157▲ $312,606
Other Assets Total$33,747$3,485▼ $30,262
Liabilities
Other Liabilities$24,496$30,167▲ $5,671
Total Liabilities$24,496$30,167▲ $5,671
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,941,941$3,020,690▲ $78,749
Temporarily Rstr Net Assets$955,114$1,183,300▲ $228,186
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$3,897,055$4,203,990▲ $306,935
Total Liabilities and Net Assets / Fund Balance$3,921,551$4,234,157▲ $312,606

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,897,056$78,949▲ $375,296$147,309$4,203,992
2017$3,608,313$71,169▲ $347,073$129,499$3,897,056
2016$3,765,176$70,068▼ $55,436$171,495$3,608,313
2015$3,503,229$151,212▲ $242,336$131,601$3,765,176
2014$2,733,535$502,066▲ $351,949$84,321$3,503,229
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Varnum PhilbrookPresident
Ashley CleereVice President
Blaine SimonsBoard Member
Bob SmithBoard Member
Daniel EvansBoard Member
Harry HolzBoard Member
James WaechterBoard Member
Kevin GromleyBoard Member
Laura HambyBoard Member
Edith BartleySecretary
Rick BauzenbergerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$114,398
Program Service Revenue
$0
Investment Income
$260,121
Other Revenue
$85,345
All Other Contributions
$114,398
Change in Net Assets
$161,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,138
Grants and Similar Amounts Paid$107,700
Total Fundraising Expense$44,697
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$53,746$39,100$41,048$133,894
Grants to Domestic Orgs$107,700--$107,700
Other Expenses$31,292$8,317-$39,609
Office Expenses$4,778$3,476$3,649$11,903
Fees for Services Accounting-$3,098-$3,098
Travel-$1,804-$1,804
Advertising-$830-$830
Total Functional Expenses$197,516$56,625$44,697$298,838
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Association of Congregational Christian Churches of the USOak Creek, WI501(c)(3)Organization Support$107,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Naccc$30,167
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11B

“Tax preparation is completed by an independent outside accounting firm and an officer of the organization reviews and signs the tax return.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Congregational Foundation Inc
EIN
41-2091039
Phone
8002621620
Address
8473 S HOWELL AVENUE, OAK CREEK, WI 53154

Signing Officer

Name
Richard Bauzenberger
Title
Treasurer
Phone
8002621620
Signed
2018-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Bauzenberger
Formed
2003
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR ROAD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
David a Grotkin
Phone
4142717800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from the prior year in oversight process or selection process”

Financial Statement Notes

PART V, LINE 4:

“To support the activities and affiliated churches of the national association of congregational chirstian churches of the united states”

PART X, LINE 2:

“The corporation and foundation are exempt from united states income taxes as provided by section 501(c)(3) of the internal revenue code. The corporation and foundation are also exempt from wisconsin income taxes. Under accounting principles generally accepted in the united states, management is required to evaluate any uncertain tax positions taken, if any, and provide additional disclosures. At this time, the corporation and foundation do not believe they have taken any uncertain tax positions that may have a material effect on their financial statements or note disclosures. Generally, for united states federal income taxes, the corporation and foundation are only subject to examination for the current year's tax return and the preceding three years' returns. Generally, for wisconsin income taxes, the corporation and foundation are only subject to examinations for current year's tax return and the preceding four years' returns.”

Raw XML AppendixShowing 400 of 512 raw XML fields

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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390968242
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0107700
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES OF THE US
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0107700
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03897056
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt078949
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04203992
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0375296
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0147309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03608313
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt071169
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03897056
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0347073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0129499
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03765176
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070068
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03608313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-55436
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0171495
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03503229
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0151212
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03765176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0242336
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0131601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02733535
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0502066
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03503229
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0351949
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt084321
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030167
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO NACCC
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.71850
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE ACTIVITIES AND AFFILIATED CHURCHES OF THE NATIONAL ASSOCIATION OF CONGREGATIONAL CHIRSTIAN CHURCHES OF THE UNITED STATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CORPORATION AND FOUNDATION ARE EXEMPT FROM UNITED STATES INCOME TAXES AS PROVIDED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CORPORATION AND FOUNDATION ARE ALSO EXEMPT FROM WISCONSIN INCOME TAXES. UNDER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES, MANAGEMENT IS REQUIRED TO EVALUATE ANY UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND PROVIDE ADDITIONAL DISCLOSURES. AT THIS TIME, THE CORPORATION AND FOUNDATION DO NOT BELIEVE THEY HAVE TAKEN ANY UNCERTAIN TAX POSITIONS THAT MAY HAVE A MATERIAL EFFECT ON THEIR FINANCIAL STATEMENTS OR NOTE DISCLOSURES. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE CORPORATION AND FOUNDATION ARE ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. GENERALLY, FOR WISCONSIN INCOME TAXES, THE CORPORATION AND FOUNDATION ARE ONLY SUBJECT TO EXAMINATIONS FOR CURRENT YEAR'S TAX RETURN AND THE PRECEDING FOUR YEARS' RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.28150
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt030167
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0107700
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ORGANIZATION SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES OF THE US
IRS990ScheduleI/RecipientTable/RecipientEIN0390968242
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08473 S HOWELL AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAK CREEK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053154
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX PREPARATION IS COMPLETED BY AN INDEPENDENT OUTSIDE ACCOUNTING FIRM AND AN OFFICER OF THE ORGANIZATION REVIEWS AND SIGNS THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE FROM THE PRIOR YEAR IN OVERSIGHT PROCESS OR SELECTION PROCESS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES OF THE US(NACCC)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CORPORATION FOR NACCC (CORPORATION)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONGREGATIONAL INVESTMENT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390968242
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1383889911
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2391795262
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE FOUNDATION SUPPORTS THE NACCC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1THE CORPORATION OVERSEES THE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2THE INVESTMENT TRUST HOLDS THE ENDOWMENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08473 S HOWELL AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt18473 S HOWELL AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt28473 S HOWELL AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAK CREEK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1OAK CREEK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2OAK CREEK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd153154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd253154
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0133894
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt174629
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt232981
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt385345
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt478949

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,234,157
Liabilities
$30,167
Net assets
$4,203,990
Revenue
$459,864
Expenses
$298,838
Net income
$161,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.00$15.2$1.01$0.52$0.49
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.00$12.3$0.50$0.55$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.02$13.5$0.53$0.33$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.02$13.4$0.98$0.40$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.02$4.41$0.53$0.15$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.01$4.44$0.37$0.15$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.03$4.20$0.46$0.30$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.02$3.90$0.26$0.27$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.65$0.01$3.64$0.29$0.23$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.03$3.78$0.34$0.21$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.52$0.01$3.50$0.63$0.16$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.04$2.74$0.10
2012Summary only. Only limited summary data is available for this year.$2.60$0.04$2.56$0.60$0.14$0.46