Civic Intelligence

Nahey Charitable Foundation

990PF • Fiscal year 2020 • EIN 46-1549516

Oct 01, 2019 to Sep 30, 2020 • Filed on Jul 29, 2021

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.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

100th percentile

561.17x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

1st percentile

-20825%

Higher net margin than 1% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

18th percentile

-2.7%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$40,121,773

Down $1,113,326 (-2.7%) from 2019

Net Assets

Down

$37,121,773

Down $1,113,326 (-2.9%) from 2019

Liabilities

Flat

$3,000,000

Flat from 2019

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$5,346

Down $10,490 (-66%) from 2019

Expenses

Up

$1,118,672

Up $6,457 (+0.6%) from 2019

Net Income

Down

-$1,113,326

Down $16,947 (-1.5%) from 2019

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

2020

Assets$40,121,773
Liabilities$3,000,000
Net Assets$37,121,773
Open 2020 Filing

Operations Trend

Revenue Growth5th 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

2020

Revenue$5,346
Expenses$1,118,672
Net Income-$1,113,326
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jul 29, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay19th 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
2021-07-29
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 Appendix354 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/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/AppliedToCurrentYearAmt041475
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0201361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0197627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0111682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033337754
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033337754
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0777552
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0266882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0201361
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0197627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0111682
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0308357
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0266882
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034115306
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033848424
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05620696
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt10
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2125666
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt316510
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt46557
LandEtcSchedule2/LandEtcGrp/BookValueAmt037124470
LandEtcSchedule2/LandEtcGrp/BookValueAmt11490391
LandEtcSchedule2/LandEtcGrp/BookValueAmt260216
LandEtcSchedule2/LandEtcGrp/BookValueAmt3245398
LandEtcSchedule2/LandEtcGrp/BookValueAmt4551380
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0SCHOOL BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2LANDSCAPING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3BUILDING IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4SECURITY SYSTEM/DOORS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt042745166
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11490391
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2185882
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3261908
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt4557937
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt028
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt17
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND FEES-INVESTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1REFUND FEES-CHARITABLE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt028
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17
TaxesSchedule/TaxesDetail/Amt0578
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN NAHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02626919900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-29
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/PreparationDt02021-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDITA RIMALOVSKY
ReturnHeader/ReturnTs02021-08-10T16:48:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,121,773
Liabilities
$3,000,000
Net assets
$37,121,773
Revenue
$5,346
Expenses
$1,118,672
Net income
-$1,113,326
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
2020Detailed filing. Detailed filing data is available for this year.$40.1$3.00$37.1$0.01$1.12$1.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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