Civic Intelligence

Melissa Fund Inc

990PF • Fiscal year 2014 • EIN 54-2091457

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
Bmo Harris Bank Na 111 E Kilbourn AMilwaukee, WI 53202

(414) 287-8702

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

5.1%

Faster asset growth than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

57%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$67,266

Up $3,263 (+5.1%) from 2013

Net Assets

Up

$67,266

Up $3,263 (+5.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin85th percentile

Revenue

Up

$9,928

Up $3,623 (+57%) from 2013

Expenses

Down

$6,688

Down $2,564 (-28%) from 2013

Net Income

Up

$3,240

Up $6,187 (+210%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$80K$60K$40K$20K$0Assets 2010: $78,044Liabilities 2010: $0Net Assets 2010: $78,0442010Assets 2011: $72,479Liabilities 2011: $0Net Assets 2011: $72,4792011Assets 2012: $66,970Liabilities 2012: $0Net Assets 2012: $66,9702012Assets 2013: $64,003Liabilities 2013: $0Net Assets 2013: $64,0032013Assets 2014: $67,266Liabilities 2014: $0Net Assets 2014: $67,2662014Assets 2015: $65,021Liabilities 2015: $0Net Assets 2015: $65,0212015Assets 2016: $62,756Liabilities 2016: $0Net Assets 2016: $62,7562016Assets 2017: $57,817Liabilities 2017: $0Net Assets 2017: $57,8172017Assets 2018: $54,334Liabilities 2018: $0Net Assets 2018: $54,3342018Assets 2019: $51,745Liabilities 2019: $0Net Assets 2019: $51,7452019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2014

Assets$67,266
Liabilities$0
Net Assets$67,266
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $11,0232010Expenses 2011: $12,0262011Expenses 2012: $8,8122012Revenue 2013: $6,305Expenses 2013: $9,252Net Income 2013: -$2,9472013Revenue 2014: $9,928Expenses 2014: $6,688Net Income 2014: $3,2402014Revenue 2015: $4,000Expenses 2015: $6,223Net Income 2015: -$2,2232015Revenue 2016: $4,156Expenses 2016: $6,420Net Income 2016: -$2,2642016Revenue 2017: $5,939Expenses 2017: $10,878Net Income 2017: -$4,9392017Revenue 2018: $4,217Expenses 2018: $7,700Net Income 2018: -$3,4832018Revenue 2019: $2,641Expenses 2019: $5,230Net Income 2019: -$2,5892019Revenue 2020: $1,670Expenses 2020: $53,415Net Income 2020: -$51,7452020

Highlighted filing

2014

Revenue$9,928
Expenses$6,688
Net Income$3,240
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA PUELICHERPres/Director-$0--
AC SMIDVice Pres-$0--
-Sec/Tr/Director-$0--
TOM TUTTLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Melissa Fund Inc
EIN
54-2091457
Phone
4142878702
Address
BMO HARRIS BANK NA 111 E KILBOURN A, MILWAUKEE, WI 53202

Signing Officer

Name
Christine Kuykendall
Title
Director
Phone
4142878702
Signed
2015-05-14

Preparer

Firm
BMO Harris Bank NA
Address
111 E Kilbourn Ave Ste 200, Milwaukee, WI 53202
Preparer
Richard Stendler
Phone
4142877134
Raw XML Appendix343 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AC SMID
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0111 E KILBOURN AVE STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BMO HARRIS BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142878700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION AND RECOMMENDATION FORM ACCOMPANIED BY HIGH SCHOOL TRANSCRIPT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE MELISSA FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04804291141
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 190
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MOOSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0830120190
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0YOUNG WOMEN GRADUATING FROM BOZEMAN HIGH SCHOOL INCLUDING BRIDGER ALTERNATIVE SCHOOL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 15TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FORKATHERINE ANNE KEITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP FORVIRGINIA KEITH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEVERSON SISTERS FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LEWIS CLARK COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF COLORADO BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt00615 SW PALATINE HILL RD MSC 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16929 N HAYDEN RD C4 466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt277 UCB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2803090077
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05500
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/AppliedToCurrentYearAmt04165
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04672
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024196
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07191
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06140
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01935
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST ADJUSTMENT FOR 2013 RETURN OF CAPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WI CORP FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02015 COST ADJUSTMENT FOR 2014 RETURN OF CAPITAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0374
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BMO HARRIS BANK, NA AGENT/INVT MGMT
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/Amt224
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YR EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt024
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE KUYKENDALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04142878702
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELISSA FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MELI
ReturnHeader/Filer/EIN0542091457
ReturnHeader/Filer/PhoneNum04142878702
ReturnHeader/Filer/USAddress/AddressLine1Txt0BMO HARRIS BANK NA 111 E KILBOURN A
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMO Harris Bank NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Kilbourn Ave Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142877134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD STENDLER
ReturnHeader/ReturnTs02015-05-14T13:20:03-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,266
Liabilities
$0
Net assets
$67,266
Revenue
$9,928
Expenses
$6,688
Net income
$3,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.67$53.4$51.7
2019Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$2.64$5.23$2.59
2018Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$4.22$7.70$3.48
2017Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$5.94$10.9$4.94
2016Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$4.16$6.42$2.26
2015Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$4.00$6.22$2.22
2014Detailed filing. Detailed filing data is available for this year.$67.3$0.00$67.3$9.93$6.69$3.24
2013Detailed filing. Detailed filing data is available for this year.$64.0$0.00$64.0$6.31$9.25$2.95
2012Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$8.81
2011Detailed filing. Detailed filing data is available for this year.$72.5$0.00$72.5$12.0
2010Detailed filing. Detailed filing data is available for this year.$78.0$0.00$78.0$11.0