Civic Intelligence

Pritchett Foundation

990PF • Fiscal year 2021 • EIN 48-1210113

Jun 01, 2020 to May 31, 2021 • Filed on Jul 02, 2021

Organization Profile
c/o TMI Trust Company 115 S 84th StMilwaukee, WI 53214

(414) 875-3234

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

50th percentile

14%

Higher net margin than 50% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$106,085

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

28th percentile

1.0%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

66%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,317,471

Up $95,875 (+1.0%) from 2020

Net Assets

Up

$9,317,471

Up $95,875 (+1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin50th percentile

Revenue

Up

$686,533

Up $272,316 (+66%) from 2020

Expenses

Up

$589,760

Up $6,170 (+1.1%) from 2020

Net Income

Up

$96,773

Up $266,146 (+157%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$10M$5.0M$0Assets 2010: $7,468,245Liabilities 2010: $0Net Assets 2010: $7,468,2452010Assets 2011: $7,956,940Liabilities 2011: $0Net Assets 2011: $7,956,9402011Assets 2012: $7,775,546Liabilities 2012: $0Net Assets 2012: $7,775,5462012Assets 2013: $8,138,832Liabilities 2013: $0Net Assets 2013: $8,138,8322013Assets 2014: $8,993,750Liabilities 2014: $0Net Assets 2014: $8,993,7502014Assets 2015: $9,415,564Liabilities 2015: $0Net Assets 2015: $9,415,5642015Assets 2016: $9,388,429Liabilities 2016: $0Net Assets 2016: $9,388,4292016Assets 2017: $9,243,250Liabilities 2017: $0Net Assets 2017: $9,243,2502017Assets 2018: $9,381,608Liabilities 2018: $0Net Assets 2018: $9,381,6082018Assets 2019: $9,390,953Liabilities 2019: $0Net Assets 2019: $9,390,9532019Assets 2020: $9,221,596Liabilities 2020: $0Net Assets 2020: $9,221,5962020Assets 2021: $9,317,471Liabilities 2021: $0Net Assets 2021: $9,317,4712021Assets 2022: $9,764,817Liabilities 2022: $0Net Assets 2022: $9,764,8172022Assets 2023: $9,566,995Liabilities 2023: $0Net Assets 2023: $9,566,9952023Assets 2024: $9,379,543Liabilities 2024: $0Net Assets 2024: $9,379,5432024Assets 2025: $9,553,389Liabilities 2025: $0Net Assets 2025: $9,553,3892025

Highlighted filing

2021

Assets$9,317,471
Liabilities$0
Net Assets$9,317,471
Open 2021 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $370,1912010Expenses 2011: $86,6592011Expenses 2012: $407,3352012Expenses 2013: $491,7012013Revenue 2014: $1,378,255Expenses 2014: $523,625Net Income 2014: $854,6302014Revenue 2015: $989,172Expenses 2015: $567,358Net Income 2015: $421,8142015Revenue 2016: $552,653Expenses 2016: $579,788Net Income 2016: -$27,1352016Revenue 2017: $445,034Expenses 2017: $590,213Net Income 2017: -$145,1792017Revenue 2018: $704,644Expenses 2018: $566,286Net Income 2018: $138,3582018Revenue 2019: $613,554Expenses 2019: $604,209Net Income 2019: $9,3452019Revenue 2020: $414,217Expenses 2020: $583,590Net Income 2020: -$169,3732020Revenue 2021: $686,533Expenses 2021: $589,760Net Income 2021: $96,7732021Revenue 2022: $1,097,117Expenses 2022: $652,253Net Income 2022: $444,8642022Revenue 2023: $473,942Expenses 2023: $671,516Net Income 2023: -$197,5742023Revenue 2024: $381,604Expenses 2024: $564,023Net Income 2024: -$182,4192024Revenue 2025: $777,503Expenses 2025: $601,375Net Income 2025: $176,1282025

Highlighted filing

2021

Revenue$686,533
Expenses$589,760
Net Income$96,773
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jul 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$106,085-$106,085
Filing and Contact Details

Filer

Filer Name
Pritchett Foundation
EIN
48-1210113
Phone
4148753234
Address
c/o TMI Trust Company 115 S 84th St, Milwaukee, WI 53214

Signing Officer

Name
Joseph Horstmeier
Title
Vice President
Phone
4148753234
Signed
2021-07-02

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214
Preparer
Beth Schroeder EA
Phone
4148753234
Raw XML Appendix339 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.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Long Term Gain Spreadsheet Attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long Term Capital Gain Dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Short Term Gain Spreadsheet Attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0959000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt173582
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt01146010
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1226193
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt295725
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12021-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22021-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0187010
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1226193
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt222143
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0249120
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0435346
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Management Fee Credit
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0684466
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0684466
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt022143
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0435346
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0106085
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0106085
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0477322
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0477322
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0249120
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0249120
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt096773
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01467928
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0435346
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0575855
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt022143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02526
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt022143
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0478092
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0108611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0589760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0684466
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0686533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0108611
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0112438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt073582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1959000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt022143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1187010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2226193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt022143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1187010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2226193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt095725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11146010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2226193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short Term Gain Spreadsheet Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long Term Gain Spreadsheet Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long Term Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0435346
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt022143
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt096773
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01295
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0397
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09318766
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09221596
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09317471
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0523316
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0523316
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0523316
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0531320
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08004
IRS990PF/DistributableAmountGrp/TotalTaxAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt03057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04947
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03057
IRS990PF/FMVAssetsEOYAmt011821352
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09221596
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09317471
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08702067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08884821
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt011270968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0344529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0320841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0438575
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06035
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08095
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt08095
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0168965
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0103714
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0103714
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09221596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09317471
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011821352
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09221596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09317471
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09221596
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09317471
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010788227
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010788227
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0161823
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0531320
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010626404
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010788227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt07.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0106085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Pittsburg
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd066762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0478092
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0478092
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0478092
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011301 Nall Ave Ste 203
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Leawood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09133231557
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See Attached Letter Regarding Application Process
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Andrew Paulus
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08165844009
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01251 NW Briarcliff Pkwy Ste 140
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Kansas City
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd064116
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Available to 501(c)3 Organizations Benefiting Children, Youth, and Families
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See Attached Letter Regarding Application Process
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0477322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt60
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt80
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt90
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1+-
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2977
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053201
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0477322
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0770
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0477322
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0523316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0478092
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0522546
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0477322
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01295
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Current Year Wash Sale Adjustment
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Prior Yr Refund Applied as Est
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02067
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0397
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Current Year ROC Adj
TaxesSchedule/TaxesDetail/Amt02526
TaxesSchedule/TaxesDetail/Amt12067
TaxesSchedule/TaxesDetail/Amt2990
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Refund Applied as Est
TaxesSchedule/TaxesDetail/CategoryTxt2Fed Estimate
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02526
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Horstmeier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753234
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRITCHETT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PRIT
ReturnHeader/Filer/EIN0481210113
ReturnHeader/Filer/PhoneNum04148753234
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o TMI Trust Company 115 S 84th St
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TMI Trust Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 S 84th St Ste 325
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053214
ReturnHeader/PreparerPersonGrp/PhoneNum04148753234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beth Schroeder EA
ReturnHeader/ReturnTs02021-07-13T03:51:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Horstmeier
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,317,471
Liabilities
$0
Net assets
$9,317,471
Revenue
$686,533
Expenses
$589,760
Net income
$96,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$0.78$0.60$0.18
2024Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.38$0.56$0.18
2023Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.47$0.67$0.20
2022Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$1.10$0.65$0.44
2021Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.69$0.59$0.10
2020Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$0.41$0.58$0.17
2019Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.61$0.60$0.01
2018Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.70$0.57$0.14
2017Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$0.45$0.59$0.15
2016Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.55$0.58$0.03
2015Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$0.99$0.57$0.42
2014Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$1.38$0.52$0.85
2013Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.49
2012Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.41
2011Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.09
2010Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.37