Civic Intelligence

William N and Janice V Godfrey Family Foundation Tr

EIN 46-6173383 • Mequon, WI

Pub. 78 Eligible
11317 N Bobolink LaneMequon, WI 53092
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$39,972

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

45th percentile

2.2%

Faster asset growth than 45% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

44%

Faster revenue growth than 77% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,250,694

Up $111,868 (+2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,250,694

Up $111,868 (+2.2%) from 2023

Revenue

Up

$497,125

Up $151,387 (+44%) from 2023

Expenses

Down

$385,262

Down $5,478 (-1.4%) from 2023

Net Income

Up

$111,863

Up $156,865 (+349%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $375,919Liabilities 2012: $02012Assets 2013: $354,104Liabilities 2013: $02013Assets 2014: $6,070,525Liabilities 2014: $0Net Assets 2014: $6,070,5252014Assets 2015: $5,974,303Liabilities 2015: $02015Assets 2019: $5,454,615Liabilities 2019: $0Net Assets 2019: $5,454,6152019Assets 2020: $5,198,636Liabilities 2020: $0Net Assets 2020: $5,198,6362020Assets 2021: $5,433,782Liabilities 2021: $0Net Assets 2021: $5,433,7822021Assets 2022: $5,183,828Liabilities 2022: $0Net Assets 2022: $5,183,8282022Assets 2023: $5,138,826Liabilities 2023: $0Net Assets 2023: $5,138,8262023Assets 2024: $5,250,694Liabilities 2024: $0Net Assets 2024: $5,250,6942024

Highlighted filing

2024

Assets$5,250,694
Liabilities$0
Net Assets$5,250,694

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $375,919Expenses 2012: $0Net Income 2012: $375,9192012Revenue 2013: $498Expenses 2013: $21,423Net Income 2013: -$20,9252013Revenue 2014: $5,781,873Expenses 2014: $65,452Net Income 2014: $5,716,4212014Revenue 2015: $184,503Expenses 2015: $280,725Net Income 2015: -$96,2222015Revenue 2019: $299,953Expenses 2019: $387,629Net Income 2019: -$87,6762019Revenue 2020: $125,593Expenses 2020: $381,572Net Income 2020: -$255,9792020Revenue 2021: $618,508Expenses 2021: $383,362Net Income 2021: $235,1462021Revenue 2022: $186,745Expenses 2022: $436,699Net Income 2022: -$249,9542022Revenue 2023: $345,738Expenses 2023: $390,740Net Income 2023: -$45,0022023Revenue 2024: $497,125Expenses 2024: $385,262Net Income 2024: $111,8632024

Highlighted filing

2024

Revenue$497,125
Expenses$385,262
Net Income$111,863

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM FRAZIERTrustee-$39,972-$39,972
Filing and Contact Details

Filer

Filer Name
William N and Janice V Godfrey
EIN
46-6173383
Phone
4144770300
Address
11317 N BOBOLINK LANE, MEQUON, WI 53092

Signing Officer

Name
William Frazier
Title
Trustee
Phone
4144770300
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Scribner Cohen and Company Sc
Address
756 NORTH MILWAUKEE ST 300, MILWAUKEE, WI 53202
Preparer
Kelly K Miller CPA
Phone
4142711700
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0122895
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0293452
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt041488
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt039290
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0497125
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0497125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04925
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0293452
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015989
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023893
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt039972
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0292000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0292000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0122895
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0122895
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0111863
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01167754
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03708
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt041488
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0293452
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0385557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt039290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt041986
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt041986
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02984
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06379
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0307989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt073788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0385262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0459345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0497125
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015989
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt073788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt093262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0874302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0290875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0290875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01165177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0293452
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0111863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05250694
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05138831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05250694
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0323001
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0323001
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0323001
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0328360
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05359
IRS990PF/DistributableAmountGrp/TotalTaxAmt05359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03395
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05359
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01965
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03395
IRS990PF/FMVAssetsEOYAmt06579851
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0354104
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0354104
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt085519
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0128784
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0128784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0559468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0489277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01278056
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02850813
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02825794
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03434980
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05897
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03395
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03395
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04784727
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04896590
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05138831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05250694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06579851
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05138831
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05250694
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05138831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05250694
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01637134
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01803444
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01734636
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06667204
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0106066
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06223431
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0100008
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0337707
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0328360
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06567196
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06667204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt039972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM FRAZIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011317 N BOBOLINK LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MEQUON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053092
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00

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