Civic Intelligence

Wahlert Foundation

990T • Fiscal year 2020 • EIN 42-6051124

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 07, 2021

Organization Profile
P O Box 736Dubuque, IA 52004-0736

(239) 671-1249

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,065,740Liabilities 2012: $580,114Net Assets 2012: $2,485,6262012Assets 2013: $3,058,602Liabilities 2013: $611,5932013Assets 2014: $3,077,024Liabilities 2014: $499,425Net Assets 2014: $2,577,5992014Assets 2015: $5,864,998Liabilities 2015: $787,570Net Assets 2015: $5,077,4282015Assets 2016: $5,155,235Liabilities 2016: $738,173Net Assets 2016: $4,417,0622016Assets 2017: $4,994,762Liabilities 2017: $624,565Net Assets 2017: $4,370,1972017Assets 2018: $4,258,118Liabilities 2018: $544,917Net Assets 2018: $3,713,2012018Assets 2019: $5,003,188Liabilities 2019: $456,824Net Assets 2019: $4,546,3642019Assets 2020: $4,371,486Liabilities 2020: $411,149Net Assets 2020: $3,960,3372020Assets 2021: $4,535,733Liabilities 2021: $316,196Net Assets 2021: $4,219,5372021Assets 2022: $5,219,248Liabilities 2022: $90,160Net Assets 2022: $5,129,0882022Assets 2023: $5,469,046Liabilities 2023: $32,6602023Assets 2024: $5,761,757Liabilities 2024: $85,000Net Assets 2024: $5,676,7572024

Latest loaded filing

2024

Assets$5,761,757
Liabilities$85,000
Net Assets$5,676,757
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $306,1112012Revenue 2013: -$35,336Expenses 2013: $413,645Net Income 2013: -$448,9812013Revenue 2014: $441,110Expenses 2014: $291,621Net Income 2014: $149,4892014Revenue 2015: $597,852Expenses 2015: $802,891Net Income 2015: -$205,0392015Revenue 2016: $73,656Expenses 2016: $261,208Net Income 2016: -$187,5522016Revenue 2017: $501,045Expenses 2017: $289,437Net Income 2017: $211,6082017Revenue 2018: $325,416Expenses 2018: $438,445Net Income 2018: -$113,0292018Revenue 2019: $839,613Expenses 2019: $486,052Net Income 2019: $353,5612019Revenue 2020: -$85,291Expenses 2020: $453,516Net Income 2020: -$538,8072020Revenue 2021: $224,258Expenses 2021: $300,060Net Income 2021: -$75,8022021Revenue 2022: $568,711Expenses 2022: $461,013Net Income 2022: $107,6982022Revenue 2023: $734,867Expenses 2023: $265,877Net Income 2023: $468,9902023Revenue 2024: $532,851Expenses 2024: $329,509Net Income 2024: $203,3422024

Latest loaded filing

2024

Revenue$532,851
Expenses$329,509
Net Income$203,342
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 7, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Wahlert Foundation
EIN
42-6051124
Phone
2396711249
Address
P O BOX 736, DUBUQUE, IA 52004-0736

Signing Officer

Name
Robert H Wahlert
Title
Executive VP
Phone
2396711249
Signed
2021-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Honkamp Krueger & Co Pc
Address
2345 JOHN F KENNEDY ROAD, DUBUQUE, IA 52002
Preparer
Adam R Reisch CPA
Phone
5635560123
Raw XML Appendix90 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0ROBERT H WAHLERT
IRS990T/BooksInCareOfDetail/PhoneNum02396711249
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 61477
IRS990T/BooksInCareOfDetail/USAddress/CityNm0FT MYERS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd033906
IRS990T/BookValueAssetsEOYAmt04371486
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt012400
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt05000
IRS990T/OverpaymentSection/OverpaymentAmt012400
IRS990T/OverpaymentSection/RefundAmt07400
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-83086
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-83086
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-83086
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBIT REPORTED ON SCH K-1'S RECEIVED FROM INVESTMENT IN PASS-THROUGH ENTITIE
IRS990TScheduleA/UBIBeforeNOLDedAmt0-83086
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-83086
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt012400
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-83086
IRS990T/TotalUBTIBeforeSection199AAmt0-83086
IRS990T/TotalUBTIComputedAmt0-83086
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H WAHLERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP
ReturnHeader/BusinessOfficerGrp/PhoneNum02396711249
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAHLERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WAHL
ReturnHeader/Filer/EIN0426051124
ReturnHeader/Filer/PhoneNum02396711249
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 736
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0520040736
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420946155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HONKAMP KRUEGER & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02345 JOHN F KENNEDY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBUQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052002
ReturnHeader/PreparerPersonGrp/PhoneNum05635560123
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM R REISCH CPA
ReturnHeader/ReturnTs02021-09-13T17:28:52-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAHLERT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.76$0.09$5.68$0.53$0.33$0.20
2023Summary only. Only limited summary data is available for this year.$5.47$0.03$0.73$0.27$0.47
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.09$5.13$0.57$0.46$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.32$4.22$0.22$0.30$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.41$3.96$0.09$0.45$0.54
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.00$0.46$4.55$0.84$0.49$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.54$3.71$0.33$0.44$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.62$4.37$0.50$0.29$0.21
2016Detailed filing. Detailed filing data is available for this year.$5.16$0.74$4.42$0.07$0.26$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.86$0.79$5.08$0.60$0.80$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.50$2.58$0.44$0.29$0.15
2013Summary only. Only limited summary data is available for this year.$3.06$0.61$0.04$0.41$0.45
2012Detailed filing. Detailed filing data is available for this year.$3.07$0.58$2.49$0.31