Civic Intelligence

Nahey Charitable Foundation

990PF • Fiscal year 2023 • EIN 46-1549516

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 09, 2024

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

44th percentile

0.08x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

143.82x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

1st percentile

-5282%

Higher net margin than 1% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

20th percentile

-2.9%

Faster asset growth than 20% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

3958%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$36,815,686

Down $1,101,677 (-2.9%) from 2022

Net Assets

Down

$33,815,686

Down $1,101,677 (-3.2%) from 2022

Liabilities

Flat

$3,000,000

Flat from 2022

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$20,859

Up $20,345 (+3958%) from 2022

Expenses

Down

$1,122,536

Down $4 (-0.0%) from 2022

Net Income

Up

-$1,101,677

Up $20,349 (+1.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2023

Assets$36,815,686
Liabilities$3,000,000
Net Assets$33,815,686
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$20,859
Expenses$1,122,536
Net Income-$1,101,677
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 9, 2024
Return Version
2022v5.0
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
2024-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Sva Certified Public Accts Sc
Address
18650 W CORPORATE DRIVE SUITE 200, BROOKFIELD, WI 53045
Preparer
Dan Glomski
Phone
2626416888
Raw XML Appendix316 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt034701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0266882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0201361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0157954
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt034701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0123253
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0468243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0266882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0201361
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0591496
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0626197
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt08908786
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt10
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2142660
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt336658
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt449475
LandEtcSchedule2/LandEtcGrp/BookValueAmt033836380
LandEtcSchedule2/LandEtcGrp/BookValueAmt11477862
LandEtcSchedule2/LandEtcGrp/BookValueAmt243222
LandEtcSchedule2/LandEtcGrp/BookValueAmt3225250
LandEtcSchedule2/LandEtcGrp/BookValueAmt4508462
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0SCHOOL BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2LANDSCAPING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3BUILDING IMPROVEMENTS
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt4SECURITY SYSTEM/DOORS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt042745166
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11477862
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2185882
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3261908
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt4557937
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN NAHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02626919900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-09
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391203191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SVA CERTIFIED PUBLIC ACCTS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018650 W CORPORATE DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053045
ReturnHeader/PreparerPersonGrp/PhoneNum02626416888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN GLOMSKI
ReturnHeader/ReturnTs02024-08-12T11:29:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,815,686
Liabilities
$3,000,000
Net assets
$33,815,686
Revenue
$20,859
Expenses
$1,122,536
Net income
-$1,101,677
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
2023Detailed filing. Detailed filing data is available for this year.$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
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