Civic Intelligence

Steven R Michels Charitable Foundation

990PF • Fiscal year 2014 • EIN 72-1528213

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization Profile
C/O Kathleen A LoppnowBrownsville, WI 53006

(920) 583-3132

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

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

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

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

Net Margin

73rd percentile

16%

Higher net margin than 73% 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

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

4th percentile

-77%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$450,505

Up $3,299 (+0.7%) from 2013

Net Assets

$450,505

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin73rd percentile

Revenue

Down

$20,152

Down $68,212 (-77%) from 2013

Expenses

Up

$16,853

Up $10,078 (+149%) from 2013

Net Income

Down

$3,299

Down $78,290 (-96%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $371,454Liabilities 2011: $02011Assets 2012: $365,617Liabilities 2012: $02012Assets 2013: $447,206Liabilities 2013: $02013Assets 2014: $450,505Liabilities 2014: $0Net Assets 2014: $450,5052014Assets 2015: $448,278Liabilities 2015: $1Net Assets 2015: $448,2782015Assets 2016: $446,143Liabilities 2016: $0Net Assets 2016: $446,1432016Assets 2017: $396,197Liabilities 2017: $0Net Assets 2017: $396,1972017Assets 2018: $315,071Liabilities 2018: $0Net Assets 2018: $315,0712018Assets 2019: $314,469Liabilities 2019: $1Net Assets 2019: $314,4692019Assets 2020: $286,764Liabilities 2020: $1Net Assets 2020: $286,7642020Assets 2021: $316,928Liabilities 2021: $1Net Assets 2021: $316,9282021Assets 2022: $325,509Liabilities 2022: $1Net Assets 2022: $325,5092022Assets 2023: $1,945,294Liabilities 2023: $1Net Assets 2023: $1,945,2942023Assets 2024: $1,461,282Liabilities 2024: $0Net Assets 2024: $1,461,2822024

Highlighted filing

2014

Assets$450,505
Liabilities$0
Net Assets$450,505
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $7,712Expenses 2011: $16,298Net Income 2011: -$8,5862011Revenue 2012: $9,533Expenses 2012: $12,440Net Income 2012: -$2,9072012Revenue 2013: $88,364Expenses 2013: $6,775Net Income 2013: $81,5892013Revenue 2014: $20,152Expenses 2014: $16,853Net Income 2014: $3,2992014Revenue 2015: $11,476Expenses 2015: $13,703Net Income 2015: -$2,2272015Revenue 2016: $19,697Expenses 2016: $21,832Net Income 2016: -$2,1352016Revenue 2017: $10,760Expenses 2017: $60,706Net Income 2017: -$49,9462017Revenue 2018: -$17,715Expenses 2018: $63,411Net Income 2018: -$81,1262018Revenue 2019: $55,986Expenses 2019: $56,588Net Income 2019: -$6022019Revenue 2020: $5,137Expenses 2020: $32,842Net Income 2020: -$27,7052020Revenue 2021: $177,796Expenses 2021: $147,632Net Income 2021: $30,1642021Revenue 2022: $16,493Expenses 2022: $7,912Net Income 2022: $8,5812022Revenue 2023: $2,840,121Expenses 2023: $1,220,336Net Income 2023: $1,619,7852023Revenue 2024: $535,316Expenses 2024: $1,019,328Net Income 2024: -$484,0122024

Highlighted filing

2014

Revenue$20,152
Expenses$16,853
Net Income$3,299
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN R MICHELSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Steven R Michels Charitable Foundation
EIN
72-1528213
In Care Of
% KATHLEEN A LOPPNOW
Phone
9205833132
Address
C/O KATHLEEN A LOPPNOW, BROWNSVILLE, WI 53006

Signing Officer

Name
Steven R Michels
Title
Trustee
Phone
9205833132
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton LLP
Address
PO Box 1097, Appleton, WI 54912-1097
Preparer
Michelle L Weber
Phone
9209686700
Raw XML Appendix327 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
AccountingFeesSchedule/AccountingFeesDetail/Amt04375
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02187
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02188
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Glen A Hill Memorial
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt05020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt05020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02014-06-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0OPERATING EXPENSES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE FOUNDATION MADE A GRANT OF $5,020 VIA THE GLEN A HILL MEMORIAL TO BENEFIT THE HELEN J. STEWART SCHOOL, WHICH IS A SPECIAL EDUCATION SCHOOL SERVING STUDENTS WITH SIGNIFICANT INTELLECTUAL DISABILITIES AND OTHER SECONDARY DISABILITIES WHO RANGE IN AGE FROM 6-22 YEARS OLD.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt01801 East Tropicana Avenue
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Las Vegas
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0NV
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd089119
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02015-08-05
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt326700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt715780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt839052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1095589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1213639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1342168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt448487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt717240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt855470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10193371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1338120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALCATEL LUCENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3RAYTHEON CO DELAWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALCATEL-LUCENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CRAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9NORTEL NETWORKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11QLT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BP PLC SPONS ADR
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07712
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012425
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020152
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt020152
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02187
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02188
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04375
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012425
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010020
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07712
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07712
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03299
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt014175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012425
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017806
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0158
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016853
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020152
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02187
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0130 SHS CELGENE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012425
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03299
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0450505
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0447206
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0450505
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028387
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028387
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028387
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028743
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/DistributableAmountGrp/TotalTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0537
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0537
IRS990PF/FMVAssetsEOYAmt0610185
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02564
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035869
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035869
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0264294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0318351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0478031
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0447206
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0450505
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0180348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt096285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt096285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0447206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0450505
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0610185
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0447206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0450505
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0447206
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0450505
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0583604
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0173182
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0410422
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08754
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028743
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0574850
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0583604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN R MICHELS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Brownsville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053006
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt015299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt028501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.011499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.025997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.0594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.128021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0574850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0501010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0422441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0405220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0350352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0222627
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.262672
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012207
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012207
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012207
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/AddressLine1Txt0PO BOX 128
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROWNSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053006
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KATHLEEN A LOPPNOW
IRS990PF/StatementsRegardingActyGrp/PhoneNum09205833132
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN R MICHELS TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Glen A Hill Memorial
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1One Step Closer Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01801 East Tropicana Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15807 Braesheather Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Las Vegas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd089119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177096
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010020
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/AppliedToCurrentYearAmt012207
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01278
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03642
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012207
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04920
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021100
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0158
TaxesSchedule/TaxesDetail/Amt02300
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven R Michels
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09205833132
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN R MICHELS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0721528213
ReturnHeader/Filer/InCareOfNm0% KATHLEEN A LOPPNOW
ReturnHeader/Filer/PhoneNum09205833132
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O KATHLEEN A LOPPNOW
ReturnHeader/Filer/USAddress/CityNm0BROWNSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grant Thornton LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1097
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Appleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549121097
ReturnHeader/PreparerPersonGrp/PhoneNum09209686700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle L Weber
ReturnHeader/ReturnTs02015-11-09T07:25:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$450,505
Liabilities
$0
Net assets
$450,505
Revenue
$20,152
Expenses
$16,853
Net income
$3,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.54$1.02$0.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$2.84$1.22$1.62
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.02$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.18$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.01$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.06$0.06$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.02$0.06$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.01$0.06$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.09$0.01$0.08
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.01$0.02$0.01