Civic Intelligence

Wiese Foundation

990 • Fiscal year 2023 • EIN 42-1090327

Jan 01, 2023 to Dec 31, 2023 • Filed on May 17, 2024

PO Box 435Perry, IA 50220

(515) 249-3392

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$6,875

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

35th percentile

0.8%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

18%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$8,214,983

Up $68,799 (+0.8%) from 2022

Net Assets

Up

$8,214,983

Up $68,799 (+0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$439,183

Up $66,343 (+18%) from 2022

Expenses

Down

$370,384

Down $8 (-0.0%) from 2022

Net Income

Up

$68,799

Up $66,351 (+2710%) from 2022

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $6,979,623Liabilities 2011: $0Net Assets 2011: $6,979,6232011Assets 2012: $7,144,418Liabilities 2012: $0Net Assets 2012: $7,144,4182012Assets 2013: $7,352,368Liabilities 2013: $1Net Assets 2013: $7,352,3672013Assets 2014: $7,468,885Liabilities 2014: $0Net Assets 2014: $7,468,8852014Assets 2015: $7,625,970Liabilities 2015: $1Net Assets 2015: $7,625,9692015Assets 2016: $7,892,072Liabilities 2016: $0Net Assets 2016: $7,892,0722016Assets 2017: $8,078,741Liabilities 2017: $0Net Assets 2017: $8,078,7412017Assets 2019: $7,888,357Liabilities 2019: $1Net Assets 2019: $7,888,3562019Assets 2020: $7,920,895Liabilities 2020: $0Net Assets 2020: $7,920,8952020Assets 2021: $8,143,736Liabilities 2021: $0Net Assets 2021: $8,143,7362021Assets 2022: $8,146,184Liabilities 2022: $0Net Assets 2022: $8,146,1842022Assets 2023: $8,214,983Liabilities 2023: $0Net Assets 2023: $8,214,9832023Assets 2024: $8,513,282Liabilities 2024: $0Net Assets 2024: $8,513,2822024

Highlighted filing

2023

Assets$8,214,983
Liabilities$0
Net Assets$8,214,983

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $308,811Expenses 2011: $310,369Net Income 2011: -$1,5582011Expenses 2012: $221,3122012Revenue 2013: $480,140Expenses 2013: $272,191Net Income 2013: $207,9492013Revenue 2014: $451,263Expenses 2014: $334,746Net Income 2014: $116,5172014Revenue 2015: $483,147Expenses 2015: $326,063Net Income 2015: $157,0842015Revenue 2016: $507,326Expenses 2016: $241,223Net Income 2016: $266,1032016Revenue 2017: $501,151Expenses 2017: $314,482Net Income 2017: $186,6692017Revenue 2019: $339,324Expenses 2019: $313,857Net Income 2019: $25,4672019Revenue 2020: $329,557Expenses 2020: $297,018Net Income 2020: $32,5392020Revenue 2021: $770,699Expenses 2021: $547,858Net Income 2021: $222,8412021Revenue 2022: $372,840Expenses 2022: $370,392Net Income 2022: $2,4482022Revenue 2023: $439,183Expenses 2023: $370,384Net Income 2023: $68,7992023Revenue 2024: $645,371Expenses 2024: $347,072Net Income 2024: $298,2992024

Highlighted filing

2023

Revenue$439,183
Expenses$370,384
Net Income$68,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 17, 2024
Return Version
2023v5.0
Gross Receipts
$472,216
Mission and Program Overview

Mission

Support of six nonprofit beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,123,500$7,217,416▲ $93,916
Land, Buildings, and Equipment, Net$954,342$954,342→ $0
Cash and Non-Interest-Bearing Accounts$68,341$43,225▼ $25,116
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,146,184$8,214,983▲ $68,799
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,146,184$8,214,983▲ $68,799
Total Net Assets Fund Balance$8,146,184$8,214,983▲ $68,799
Total Liabilities and Net Assets / Fund Balance$8,146,184$8,214,983▲ $68,799

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,420-
Land$954,342--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael LickteigSec, Asst TreasPT$6,875$6,875

Board Members and Trustees

NameTitle
William ClarkPresident
Richard JonesVice President
Angela MortozaTrustee
Barry BengtsonTrustee
Donna EmmertTrustee
Dr Randy MccaulleyTrustee
Kendall RathjeTrustee
Kirk Van KirkTrustee
Mark PowellTrustee
Jon S PetersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$296,014
Other Revenue
$143,169
Change in Net Assets
$68,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$336,511
Other Expenses$26,998
Salaries, Compensation, and Employee Benefits$6,875
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$336,511--$336,511
Fees for Service Investment Mgmnt Fees-$24,504-$24,504
Current Officers, Directors, Trustees, and Key Employees-$6,875-$6,875
Insurance-$1,235-$1,235
Other Expenses-$150-$150
Total Functional Expenses$336,511$33,873$0$370,384
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Perry Economic DevelopmentPerry, IA501(c)(3)Assist With Selected Projects$85,000
Dallas County Hospital FoundationPerry, IA501(c)(3)Assistance With Selected Projects$75,000
Wiese ParkPerry, IAPerry IaAssist With Selected Projects$56,511
St Martins Episcopal ChurchPerry, IA501(c)(3)Non-profit Charities in Perry, Ia$50,000
Lutheran Home for AgedPerry, IA501(c)(3)Assist With Selected Projects$35,000
Perry Public Library FoundatiPerry, IA501(c)(3)Assist With Selected Projects$35,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Director michael lickteig reviews the return for accuracy before it is filed.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Wiese Foundation
EIN
42-1090327
Phone
5152493392
Address
PO BOX 435, PERRY, IA 50220

Signing Officer

Name
Michael Lickteig
Title
Sec, Asst Treas
Signed
2024-05-17
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Meriwether Wilson & Co PLLC
Address
1307 Second St, Perry, IA 50220
Preparer
Barry Boorn CPA
Phone
5154653591
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Other program services 4: perry public library - grant funding assists in operating the city's library. Other program services 5: dallas county hospital foundation - a non profit foundation utilizing the grant funds for programs related to providing medical care to the local area. Other program services 6: perry economic development - a non-profit organization utilizing the grant to support and facilitate the sustainable growth and developmen perry, ia.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0735
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3150
IRS990/OtherExpensesGrp/TotalAmt0735
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherExpensesGrp/TotalAmt2174
IRS990/OtherExpensesGrp/TotalAmt3150
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DALLAS COUNTY HOSPITAL FOUNDATION - A NON PROFIT FOUNDATION UTILIZING THE GRANT FUNDS FOR PROGRAMS RELATED TO PROVIDING MEDICAL CARE TO THE LOCAL AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt075000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt075000
IRS990/ProgSrvcAccomActy3Grp/Desc0WIESE PARK - ONE OF THE CITY OF PERRY'S PUBLIC PARKS, THE GRANT ASSISTS IN FUNDING THE MAINTENANCE AND UPKEEP OF THE PARK.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt056511
IRS990/ProgSrvcAccomActy3Grp/GrantAmt056511
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0338489
IRS990/PYInvestmentIncomeAmt0238701
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt026903
IRS990/PYOtherRevenueAmt0134139
IRS990/PYRevenuesLessExpensesAmt02448
IRS990/PYSalariesCompEmpBnftPaidAmt05000
IRS990/PYTotalExpensesAmt0370392
IRS990/PYTotalRevenueAmt0372840
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068799
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0143169
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0205489982
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1426005119
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2421402559
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3426005119
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4421234767
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5421207683
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd48
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd51
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt075000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt135000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt235000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt356511
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt485000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt550000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DALLAS COUNTY HOSPITAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PERRY PUBLIC LIBRARY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2LUTHERAN HOME FOR THE AGED
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3WIESE PARK
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4PERRY ECONOMIC DEVELOPMENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5ST MARTINS EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0336511
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0954342
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0954342
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04420
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt04420
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0954342
IRS990ScheduleD/TotalBookValueSecuritiesAmt07217416
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt075000
IRS990ScheduleI/RecipientTable/CashGrantAmt135000
IRS990ScheduleI/RecipientTable/CashGrantAmt285000
IRS990ScheduleI/RecipientTable/CashGrantAmt335000
IRS990ScheduleI/RecipientTable/CashGrantAmt450000
IRS990ScheduleI/RecipientTable/CashGrantAmt556511
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5PERRY IA
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE WITH SELECTED PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ASSIST WITH SELECTED PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ASSIST WITH SELECTED PROJECTS

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