Civic Intelligence

Pritchett Foundation

990PF • Fiscal year 2022 • EIN 48-1210113

Jun 01, 2021 to May 31, 2022 • Filed on Aug 08, 2022

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

35th percentile

$14,745

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

65th percentile

4.8%

Faster asset growth than 65% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

60%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$9,764,817

Up $447,346 (+4.8%) from 2021

Net Assets

Up

$9,764,817

Up $447,346 (+4.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$1,097,117

Up $410,584 (+60%) from 2021

Expenses

Up

$652,253

Up $62,493 (+11%) from 2021

Net Income

Up

$444,864

Up $348,091 (+360%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$9,764,817
Liabilities$0
Net Assets$9,764,817

Operations Trend

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

2022

Revenue$1,097,117
Expenses$652,253
Net Income$444,864
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Aug 8, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$14,745-$14,745
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
2022-08-08
Discuss with paid preparer
Yes

Preparer

Firm
TMI Trust Company
Address
115 S 84th St Ste 325, Milwaukee, WI 53214
Preparer
Laura Vogel CPA
Phone
4148753244
Raw XML Appendix350 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22020-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Short term sales - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Long term sales - see attached
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2Long term capital gains dividends
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt022481
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long term sales - see attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Long term capital gain dividend
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0790 N Water St Floor 11
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO Harris Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142877069
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/RecipientPersonNm0Jennifer Schneider
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06022322012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04726 East Towne Boulevard
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Madison
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053704
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/Amt0522546
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/TotalGrantOrContriPdDurYrAmt0522546
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/AppliedToYear1Amt0522546
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0552382
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/QualifyingDistributionsAmt0522546
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0552382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0522546
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0397
OtherDecreasesSchedule/OtherDecreasesDetail/Amt114
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02020 Return of capital
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Adjustment
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0348
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11295
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21250
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Current Year ROC Adj
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Wash sale adjustment
OtherIncreasesSchedule/OtherIncreasesDetail/Desc26/24/2022 Estimate paid in incorrect acct
TaxesSchedule/TaxesDetail/Amt04798
TaxesSchedule/TaxesDetail/Amt14947
TaxesSchedule/TaxesDetail/Amt25000
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Prior Year Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt2Fed Estimate
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04798
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/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph Horstmeier
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04148753234
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-08
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/PreparerFirmEIN0562075834
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/PhoneNum04148753244
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Vogel CPA
ReturnHeader/ReturnTs02022-08-08T18:35:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Horstmeier
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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