Civic Intelligence

The Dawe Charitable Foundation Inc

990PF • Fiscal year 2020 • EIN 47-1504939

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 24, 2021

Organization Profile
3419 Widgeon DriveJanesville, WI 53546

(608) 758-0106

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

25th percentile

-14%

Higher net margin than 25% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

35th percentile

-1.0%

Faster asset growth than 35% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$631,276

Down $6,076 (-1.0%) from 2019

Net Assets

$631,276

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin25th percentile

Revenue

Up

$43,175

Up $10,996 (+34%) from 2019

Expenses

Down

$49,252

Down $7,665 (-13%) from 2019

Net Income

Up

-$6,077

Up $18,661 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2014: $693,455Liabilities 2014: $02014Assets 2015: $686,467Liabilities 2015: $02015Assets 2019: $637,352Liabilities 2019: $02019Assets 2020: $631,276Liabilities 2020: $0Net Assets 2020: $631,2762020Assets 2021: $631,699Liabilities 2021: $0Net Assets 2021: $631,6992021Assets 2022: $637,827Liabilities 2022: $12022Assets 2023: $611,274Liabilities 2023: $12023

Highlighted filing

2020

Assets$631,276
Liabilities$0
Net Assets$631,276
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $693,516Expenses 2014: $61Net Income 2014: $693,4552014Revenue 2015: $18,768Expenses 2015: $25,756Net Income 2015: -$6,9882015Revenue 2019: $32,179Expenses 2019: $56,917Net Income 2019: -$24,7382019Revenue 2020: $43,175Expenses 2020: $49,252Net Income 2020: -$6,0772020Revenue 2021: $66,419Expenses 2021: $65,947Net Income 2021: $4722021Revenue 2022: $70,246Expenses 2022: $64,118Net Income 2022: $6,1282022Revenue 2023: $27,085Expenses 2023: $53,638Net Income 2023: -$26,5532023

Highlighted filing

2020

Revenue$43,175
Expenses$49,252
Net Income-$6,077
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 24, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan HelgestadPresident-$0--
Karen HelgestadSenior Vice President-$0--
Patrick HelgestadSecretary-$0--
Kristen BreyVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Dawe Charitable Foundation Inc
EIN
47-1504939
In Care Of
% ALLAN J HELGESTAD
Phone
6087580106
Address
3419 Widgeon Drive, Janesville, WI 53546

Signing Officer

Name
Allan J Helgestad President
Title
President
Phone
6087580106
Signed
2021-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE SUITE 4000, INDIANAPOLIS, IN 49503
Preparer
Jennifer D Rhoderick
Phone
6167740710
Raw XML Appendix329 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/PersonNm0Allan Helgestad
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Karen Helgestad
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Patrick Helgestad
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kristen Brey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Senior Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03419 Widgeon Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13419 Widgeon Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2176 Badger Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31105 Droster Road
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support the charitable activities of GIFT Men's Shelter.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support the charitable activities of St. Jude Children's Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support the charitable activities of ECHO, Inc.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To support the charitable activities of Rotary Gardens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To support the charitable activities of Sneakers for Soldiers.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To support the charitable activities of Donors Choose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GIFTS Men's Shelter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Jude Children's Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ECHO Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Rotary Gardens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Sneakers for Soldiers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Donors Choose - Ms Pearson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1501 St Jude Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt265 S High Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31455 Palmer Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5Brentwood Elementary School
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Des Plains
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419425
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02028
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt033477
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
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TaxesSchedule/TaxesDetail/Amt0627
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0627
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN J HELGESTAD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06087580106
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Dawe Charitable Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0DAWE
ReturnHeader/Filer/EIN0471504939
ReturnHeader/Filer/InCareOfNm0% ALLAN J HELGESTAD
ReturnHeader/Filer/PhoneNum06087580106
ReturnHeader/Filer/USAddress/AddressLine1Txt03419 Widgeon Drive
ReturnHeader/Filer/USAddress/CityNm0Janesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053546
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049503
ReturnHeader/PreparerPersonGrp/PhoneNum06167740710
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Rhoderick
ReturnHeader/ReturnTs02021-03-31T11:25:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLAN J HELGESTAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRESIDENT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$631,276
Liabilities
$0
Net assets
$631,276
Revenue
$43,175
Expenses
$49,252
Net income
-$6,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.11$0.00$0.27$0.54$0.27
2022Summary only. Only limited summary data is available for this year.$6.38$0.00$0.70$0.64$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.32$0.66$0.66$0.00
2020Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.43$0.49$0.06
2019Summary only. Only limited summary data is available for this year.$6.37$0.00$0.32$0.57$0.25
2015Summary only. Only limited summary data is available for this year.$6.86$0.00$0.19$0.26$0.07
2014Summary only. Only limited summary data is available for this year.$6.93$0.00$6.94$0.00$6.93