Civic Intelligence

Fox Woods Foundation Inc.

990PF • Fiscal year 2023 • EIN 45-3146831

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

Organization Profile
525 Junction Rd 2000 Johnson BankMadison, WI 53717

(608) 283-5162

Siviq Scores

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

Liabilities / Assets

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-62%

Higher net margin than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-3.1%

Faster asset growth than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$140,905

Down $4,440 (-3.1%) from 2022

Net Assets

Down

$139,695

Down $4,440 (-3.1%) from 2022

Liabilities

Flat

$1,210

Flat from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin12th percentile

Revenue

Up

$7,176

Up $8,848 (+529%) from 2022

Expenses

Up

$11,616

Up $137 (+1.2%) from 2022

Net Income

Up

-$4,440

Up $8,711 (+66%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $66,300Liabilities 2011: $0Net Assets 2011: $66,3002011Assets 2012: $162,866Liabilities 2012: $0Net Assets 2012: $162,8662012Assets 2013: $162,406Liabilities 2013: $0Net Assets 2013: $162,4062013Assets 2014: $161,866Liabilities 2014: $0Net Assets 2014: $161,8662014Assets 2015: $152,794Liabilities 2015: $0Net Assets 2015: $152,7942015Assets 2016: $147,399Liabilities 2016: $0Net Assets 2016: $147,3992016Assets 2017: $144,808Liabilities 2017: $0Net Assets 2017: $144,8082017Assets 2018: $153,600Liabilities 2018: $1,210Net Assets 2018: $152,3902018Assets 2019: $150,443Liabilities 2019: $1,210Net Assets 2019: $149,2332019Assets 2020: $151,400Liabilities 2020: $1,210Net Assets 2020: $150,1902020Assets 2021: $158,496Liabilities 2021: $1,210Net Assets 2021: $157,2862021Assets 2022: $145,345Liabilities 2022: $1,210Net Assets 2022: $144,1352022Assets 2023: $140,905Liabilities 2023: $1,210Net Assets 2023: $139,6952023Assets 2024: $142,589Liabilities 2024: $1,210Net Assets 2024: $141,3792024

Highlighted filing

2023

Assets$140,905
Liabilities$1,210
Net Assets$139,695
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10K-$20KExpenses 2011: $8,7002011Expenses 2012: $15,9622012Revenue 2013: $13,826Expenses 2013: $16,686Net Income 2013: -$2,8602013Revenue 2014: $14,290Expenses 2014: $14,830Net Income 2014: -$5402014Revenue 2015: $6,452Expenses 2015: $15,524Net Income 2015: -$9,0722015Revenue 2016: $8,073Expenses 2016: $13,468Net Income 2016: -$5,3952016Revenue 2017: $12,985Expenses 2017: $15,576Net Income 2017: -$2,5912017Revenue 2018: $19,279Expenses 2018: $11,697Net Income 2018: $7,5822018Revenue 2019: $8,537Expenses 2019: $11,694Net Income 2019: -$3,1572019Revenue 2020: $12,092Expenses 2020: $11,135Net Income 2020: $9572020Revenue 2021: $18,600Expenses 2021: $11,504Net Income 2021: $7,0962021Revenue 2022: -$1,672Expenses 2022: $11,479Net Income 2022: -$13,1512022Revenue 2023: $7,176Expenses 2023: $11,616Net Income 2023: -$4,4402023Revenue 2024: $14,643Expenses 2024: $12,959Net Income 2024: $1,6842024

Highlighted filing

2023

Revenue$7,176
Expenses$11,616
Net Income-$4,440
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilynn ThompsonPresident-$0--
Jennifer ThompsonVice President-$0--
Oscar SeibelSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fox Woods Foundation Inc
EIN
45-3146831
Phone
6082835162
Address
525 Junction Rd 2000 Johnson Bank, Madison, WI 53717

Signing Officer

Name
Marilynn Thompson
Title
President
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Lucida Advisors LLC
Address
20633 Watertown Court, Brookfield, WI 53186
Preparer
Janet Hartung Renfert CPA
Phone
6082338333
Raw XML Appendix330 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marilynn Thompson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jennifer Thompson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Oscar Seibel
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Johnson Bank Wealth Management
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082033900
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Vincent De Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Madison Symphony Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Our Lady Queen Of Peace Parish Scho
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02033 Fish Hatchery Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1222 W Washington Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2401 S Owen Dr
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03903
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0982
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0917
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt026
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01210
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt042
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marilynn Thompson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fox Woods Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0FOXW
ReturnHeader/Filer/EIN0453146831
ReturnHeader/Filer/PhoneNum06082835162
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 Junction Rd 2000 Johnson Bank
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053717
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lucida Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020633 Watertown Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brookfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Janet Hartung Renfert CPA
ReturnHeader/ReturnTs02024-05-03T12:37:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marilynn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Thompson
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,905
Liabilities
$1,210
Net assets
$139,695
Revenue
$7,176
Expenses
$11,616
Net income
-$4,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.41$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.01$1.40$0.07$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$0.02$0.11$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.19$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.01$1.50$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.49$0.09$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.52$0.19$0.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.16$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.17$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.16
2011Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09