Civic Intelligence

Nahey Charitable Foundation

990PF • Fiscal year 2019 • EIN 46-1549516

Oct 01, 2018 to Sep 30, 2019 • Filed on Jun 02, 2020

Organization Profile
600 College AvePewaukee, WI 53072

(262) 691-9900

Siviq Scores

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

Liabilities / Assets

41st percentile

0.07x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

189.44x

Higher debt load relative to revenue than 100% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

1st percentile

-6923%

Higher net margin than 1% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

18th percentile

-2.6%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

91%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$41,235,099

Down $1,096,379 (-2.6%) from 2018

Net Assets

Down

$38,235,099

Down $1,096,379 (-2.8%) from 2018

Liabilities

Flat

$3,000,000

Flat from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$15,836

Up $7,545 (+91%) from 2018

Expenses

Down

$1,112,215

Down $1,153 (-0.1%) from 2018

Net Income

Up

-$1,096,379

Up $8,698 (+0.8%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$60M$40M$20M$0Assets 2014: $14,278,525Liabilities 2014: $0Net Assets 2014: $14,278,5252014Assets 2015: $45,630,064Liabilities 2015: $3,000,000Net Assets 2015: $42,630,0642015Assets 2016: $44,538,213Liabilities 2016: $3,000,000Net Assets 2016: $41,538,2132016Assets 2017: $43,436,555Liabilities 2017: $3,000,000Net Assets 2017: $40,436,5552017Assets 2018: $42,331,478Liabilities 2018: $3,000,000Net Assets 2018: $39,331,4782018Assets 2019: $41,235,099Liabilities 2019: $3,000,000Net Assets 2019: $38,235,0992019Assets 2020: $40,121,773Liabilities 2020: $3,000,000Net Assets 2020: $37,121,7732020Assets 2021: $38,989,389Liabilities 2021: $3,000,000Net Assets 2021: $35,989,3892021Assets 2022: $37,917,363Liabilities 2022: $3,000,000Net Assets 2022: $34,917,3632022Assets 2023: $36,815,686Liabilities 2023: $3,000,000Net Assets 2023: $33,815,6862023Assets 2024: $35,730,740Liabilities 2024: $3,000,000Net Assets 2024: $32,730,7402024

Highlighted filing

2019

Assets$41,235,099
Liabilities$3,000,000
Net Assets$38,235,099
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$30M$20M$10M$0-$10MRevenue 2014: $6,278,296Expenses 2014: $3,588Net Income 2014: $6,274,7082014Revenue 2015: $28,500,217Expenses 2015: $148,678Net Income 2015: $28,351,5392015Revenue 2016: $100,050Expenses 2016: $1,191,901Net Income 2016: -$1,091,8512016Revenue 2017: $3,566Expenses 2017: $1,105,224Net Income 2017: -$1,101,6582017Revenue 2018: $8,291Expenses 2018: $1,113,368Net Income 2018: -$1,105,0772018Revenue 2019: $15,836Expenses 2019: $1,112,215Net Income 2019: -$1,096,3792019Revenue 2020: $5,346Expenses 2020: $1,118,672Net Income 2020: -$1,113,3262020Revenue 2021: $1,036Expenses 2021: $1,133,420Net Income 2021: -$1,132,3842021Revenue 2022: $514Expenses 2022: $1,122,540Net Income 2022: -$1,122,0262022Revenue 2023: $20,859Expenses 2023: $1,122,536Net Income 2023: -$1,101,6772023Revenue 2024: $37,889Expenses 2024: $1,122,835Net Income 2024: -$1,084,9462024

Highlighted filing

2019

Revenue$15,836
Expenses$1,112,215
Net Income-$1,096,379
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jun 2, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN NAHEYTrustee-$0--
NANCY NAHEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nahey Charitable Foundation
EIN
46-1549516
Phone
2626919900
Address
600 COLLEGE AVE, PEWAUKEE, WI 53072

Signing Officer

Name
Brian Nahey
Title
Trustee
Phone
2626919900
Signed
2020-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Edita Rimalovsky
Phone
4144761880
Raw XML Appendix341 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01600
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02015-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12015-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22016-07-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32018-04-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42018-12-07
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2150DB
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4L
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt042745166
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11490391
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2185882
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt3261908
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt4250000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt01096030
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt27434
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt36716
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/LifeRt039.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt115.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt239.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt30
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt03428636
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt118600
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23078
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0SCHOOL BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2LANDSCAPING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BUILDING IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4CAPITALIZED CONSTRUCTION COSTS
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015836
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt015836
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015836
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01110180
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1096379
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015836
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015836
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01112215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015836
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015836
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0407
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01628
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01112215
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1096379
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038235099
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039331478
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038235099
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049046
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049046
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049046
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049330
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0284
IRS990PF/DistributableAmountGrp/TotalTaxAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0106
IRS990PF/FMVAssetsEOYAmt041235099
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt042874935
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt042874935
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0118201
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0116167
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0116167
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04653435
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt044933347
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt041140092
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt040279912
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt040279912
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt03000000
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt03000000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-3543457
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-4639836
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01073185
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0839020
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0839020
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt042331478
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041235099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041235099
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03000000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03000000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt042331478
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041235099
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039331478
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038235099
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01001623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01001623
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015024
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049330
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0986599
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01001623
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRIAN NAHEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY NAHEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 COLLEGE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1600 COLLEGE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PEWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PEWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04088946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04089088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0263108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0186282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt033424055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010029866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt04.144486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.200689
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.124855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt019.363938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.032939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0986599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01311021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01418125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01491990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01726098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09710031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0250407
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt020.722432
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0250407
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt0250000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0407
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0250407
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 COLLEGE AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PEWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053072
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRIAN NAHEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02626919900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRIAN NAHEY
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049046
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0197627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0111682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033337754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09176855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09176855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033848424
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0201361
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0197627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0111682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033337754
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250407
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0201361
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043025279
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042823918
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04524666
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt10
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2118975
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt39794
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt40
LandEtcSchedule2/LandEtcGrp/BookValueAmt038220500
LandEtcSchedule2/LandEtcGrp/BookValueAmt11490391
LandEtcSchedule2/LandEtcGrp/BookValueAmt266907
LandEtcSchedule2/LandEtcGrp/BookValueAmt3252114
LandEtcSchedule2/LandEtcGrp/BookValueAmt4250000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0SCHOOL BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2LANDSCAPING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3BUILDING IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4CAPITALIZED CONSTRUCTION COSTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt042745166
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11490391
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2185882
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3261908
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt4250000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt038220500
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11490391
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt266907
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt3252114
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt4250000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN NAHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02626919900
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAHEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NAHE
ReturnHeader/Filer/EIN0461549516
ReturnHeader/Filer/PhoneNum02626919900
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 COLLEGE AVE
ReturnHeader/Filer/USAddress/CityNm0PEWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010401 W INNOVATION DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04144761880
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDITA RIMALOVSKY
ReturnHeader/ReturnTs02020-08-13T09:47:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,235,099
Liabilities
$3,000,000
Net assets
$38,235,099
Revenue
$15,836
Expenses
$1,112,215
Net income
-$1,096,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$3.00$32.7$0.04$1.12$1.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$3.00$33.8$0.02$1.12$1.10
2022Detailed filing. Detailed filing data is available for this year.$37.9$3.00$34.9$0.00$1.12$1.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.0$3.00$36.0$0.00$1.13$1.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$3.00$37.1$0.01$1.12$1.11
2019Detailed filing. Detailed filing data is available for this year.$41.2$3.00$38.2$0.02$1.11$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$3.00$39.3$0.01$1.11$1.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.4$3.00$40.4$0.00$1.11$1.10
2016Detailed filing. Detailed filing data is available for this year.$44.5$3.00$41.5$0.10$1.19$1.09
2015Detailed filing. Detailed filing data is available for this year.$45.6$3.00$42.6$28.5$0.15$28.4
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$6.28$0.00$6.27