Civic Intelligence

The Dawe Charitable Foundation Inc

990PF • Fiscal year 2023 • EIN 47-1504939

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 25, 2024

Organization Profile
3419 Widgeon DriveJanesville, WI 53546

(608) 754-8525

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

8th percentile

-98%

Higher net margin than 8% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

28th percentile

-4.2%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$611,274

Flat from 2023

Net Assets

$611,274

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin8th percentile

Revenue

Flat

$27,085

Flat from 2023

Expenses

Flat

$53,638

Flat from 2023

Net Income

Flat

-$26,553

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th 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: $0Net Assets 2023: $611,2742023Assets 2023: $611,274Liabilities 2023: $12023

Highlighted filing

2023

Assets$611,274
Liabilities$0
Net Assets$611,274
Open 2023 Filing

Operations Trend

Revenue Growth6th 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: -$26,5532023Revenue 2023: $27,085Expenses 2023: $53,638Net Income 2023: -$26,5532023

Highlighted filing

2023

Revenue$27,085
Expenses$53,638
Net Income-$26,553
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 25, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN J 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
Address
3419 WIDGEON DRIVE, JANESVILLE, WI 53546

Signing Officer

Name
Allan J Helgestad
Title
President
Phone
6087580106
Signed
2024-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Hagen CPA LLC
Address
4525 Woodgate Dr, Janesville, WI 53546
Preparer
Denise M Webb Ea
Phone
6087548525
Raw XML Appendix322 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 J HELGESTAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICK HELGESTAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SENIOR VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE CHARITABLE ACTIVITIES OF ST JOHNS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHILDRENS HOSPITAL GREATEST NEED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER THE MISSION OF ST JUDE RESEARCH HOSPITA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ENRICHING LIVES - NATLURAL BEAUTY EDUCATION & ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE FREE DIAPERS TO DISADVANTAGED FAMILIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF WISCONSIN FOUNDAITON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST JUNDE CHILDRENS RESEARCH HOPITAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4THE VILLAGE DIAPER BANK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01245 CLARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11848 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31455 PALMER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43302 DAIRY DR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MADISON
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037438
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041199
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt041137
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037438
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011851
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FOREIGN DIVIDEND FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011851
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1337
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0948
TaxesSchedule/TaxesDetail/Amt1727
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0948
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1727
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN J HELGESTAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06087580106
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAWE CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DAWE
ReturnHeader/Filer/EIN0471504939
ReturnHeader/Filer/USAddress/AddressLine1Txt03419 WIDGEON DRIVE
ReturnHeader/Filer/USAddress/CityNm0JANESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053546
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300746052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAGEN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04525 Woodgate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Janesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053546
ReturnHeader/PreparerPersonGrp/PhoneNum06087548525
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE M WEBB EA
ReturnHeader/ReturnTs02024-03-27T10:40:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELGESTAD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$611,274
Liabilities
$0
Net assets
$611,274
Revenue
$27,085
Expenses
$53,638
Net income
-$26,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.27$0.54$0.27
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