Civic Intelligence

Donald E Weig Charitable Foundation Inc.

990PF • Fiscal year 2018 • EIN 45-5507760

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

PO Box 1767Madison, WI 53701-1767

(608) 283-6782

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-853%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$369,289

Down $126,277 (-25%) from 2017

Net Assets

Down

$369,289

Down $126,277 (-25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$11,104

Down $4,863 (-30%) from 2017

Expenses

Up

$105,818

Up $65,413 (+162%) from 2017

Net Income

Down

-$94,714

Down $70,276 (-288%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $648,772Liabilities 2012: $0Net Assets 2012: $648,7722012Assets 2013: $626,304Liabilities 2013: $0Net Assets 2013: $626,3042013Assets 2014: $1,038,920Liabilities 2014: $0Net Assets 2014: $1,038,9202014Assets 2015: $810,650Liabilities 2015: $0Net Assets 2015: $810,6502015Assets 2016: $873,637Liabilities 2016: $0Net Assets 2016: $873,6372016Assets 2017: $495,566Liabilities 2017: $0Net Assets 2017: $495,5662017Assets 2018: $369,289Liabilities 2018: $0Net Assets 2018: $369,2892018Assets 2019: $356,711Liabilities 2019: $0Net Assets 2019: $356,7112019Assets 2020: $350,617Liabilities 2020: $0Net Assets 2020: $350,6172020Assets 2021: $3,546,922Liabilities 2021: $0Net Assets 2021: $3,546,9222021Assets 2022: $3,705,418Liabilities 2022: $0Net Assets 2022: $3,705,4182022Assets 2023: $3,735,842Liabilities 2023: $12023

Highlighted filing

2018

Assets$369,289
Liabilities$0
Net Assets$369,289

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $5,6742012Revenue 2013: $19,757Expenses 2013: $40,920Net Income 2013: -$21,1632013Revenue 2014: $322,579Expenses 2014: $39,049Net Income 2014: $283,5302014Revenue 2015: $20,265Expenses 2015: $358,384Net Income 2015: -$338,1192015Revenue 2016: $12,251Expenses 2016: $35,068Net Income 2016: -$22,8172016Revenue 2017: $15,967Expenses 2017: $40,405Net Income 2017: -$24,4382017Revenue 2018: $11,104Expenses 2018: $105,818Net Income 2018: -$94,7142018Revenue 2019: $9,043Expenses 2019: $37,907Net Income 2019: -$28,8642019Revenue 2020: $7,047Expenses 2020: $38,449Net Income 2020: -$31,4022020Revenue 2021: $3,237,301Expenses 2021: $37,962Net Income 2021: $3,199,3392021Revenue 2022: $209,206Expenses 2022: $71,206Net Income 2022: $138,0002022Revenue 2023: $123,728Expenses 2023: $182,202Net Income 2023: -$58,4742023

Highlighted filing

2018

Revenue$11,104
Expenses$105,818
Net Income-$94,714
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald E WeigDir/President-$0--
Bradley D Ellefson co AxleyDir/Treasurer-$0--
Melissa K WarnerDir/Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEAST TROY RAILROAD MUSEUM INCUnrestrict charitablePubliccharityEAST TROY, WI, US$97,568
Paid GrantST CATHERINE PARISHUnrestricted charitablePubliccharitySHARON, WI, US$5,200
Filing and Contact Details

Filer

Filer Name
Donald E Weig Charitable Foundation Inc
EIN
45-5507760
Phone
6082836782
Address
PO Box 1767, Madison, WI 53701-1767

Signing Officer

Name
Brad Ellefson
Title
President
Phone
6082836782
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Axley Brynelson LLP
Address
2 E Mifflin street Suite 200, Madison, WI 53703
Preparer
Melissa K Warner
Phone
6082575661
Raw XML Appendix378 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/PersonNm0Donald E Weig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bradley D Ellefson co Axley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Melissa K Warner
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt035200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0349001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt035031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.136804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.061600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.462019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0545997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0571428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0556002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0755383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0685790
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0633161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0102768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.684018
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0102685
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0102768
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt083
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0102768
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 E MIFFLIN SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053703
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MELISSA K WARNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082836782
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt097568
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Unrestrict charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Unrestricted charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EAST TROY RAILROAD MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST CATHERINE PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Publiccharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Publiccharity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 943
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EAST TROY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHARON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153585
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0102768
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027217
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0311554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03517
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0397564
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0311554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0980
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102768
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075551
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0401081
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0325530
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Axley Brynelson Legal/tax
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0210
OtherDecreasesSchedule/OtherDecreasesDetail/Amt044297
OtherDecreasesSchedule/OtherDecreasesDetail/Amt127408
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2496
OtherDecreasesSchedule/OtherDecreasesDetail/Amt32
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment to basis of bonds, repayment of principal
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Capital loss on stocks
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2Tax- 990PF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3Rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02840
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02840
OtherIncreasesSchedule/OtherIncreasesDetail/Amt040640
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Principal Distributions on bonds
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brad Ellefson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06082836782
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD E WEIG CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0455507760
ReturnHeader/Filer/PhoneNum06082836782
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1767
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537011767
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08FBF956BC7F7FC15E11C2BC557C8AE73D6F6AFAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FBF956BC7F7FC15E11C2BC557C8AE73D6F6AFAA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.248.233.178
ReturnHeader/FilingSecurityInformation/IPDt02019-05-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:48:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Axley Brynelson LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 E Mifflin street Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053703
ReturnHeader/PreparerPersonGrp/PhoneNum06082575661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa K Warner
ReturnHeader/ReturnTs02019-05-13T16:48:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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