Civic Intelligence

Steven R Michels Charitable Foundation

990PF • Fiscal year 2019 • EIN 72-1528213

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

Organization Profile
PO Box 26Brownsville, WI 53006-0026

(920) 517-9755

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-1.1%

Higher net margin than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$314,469

Down $602 (-0.2%) from 2018

Net Assets

Down

$314,469

Down $602 (-0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin40th percentile

Revenue

Up

$55,986

Up $73,701 (+416%) from 2018

Expenses

Down

$56,588

Down $6,823 (-11%) from 2018

Net Income

Up

-$602

Up $80,524 (+99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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: $1Net 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: $0Net 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

2019

Assets$314,469
Liabilities$0
Net Assets$314,469
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$55,986
Expenses$56,588
Net Income-$602
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN R MICHELSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARQUETTE UNIVERSITYATHLETICSPCMILWAUKEE, WI, US$50,000
Paid GrantGLEN A HILL MEMORIAL CONTRBUTIOSNOPERATING EXPENSESPCLAS VEGAS, NV, US$5,000
Filing and Contact Details

Filer

Filer Name
Steven R Michels Charitable Foundation
EIN
72-1528213
Phone
9205179755
Address
PO BOX 26, BROWNSVILLE, WI 53006-0026

Signing Officer

Name
Steven Michels
Title
Treasurer
Phone
9205179755
Signed
2020-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
373 NORTH PIONEER ROAD, FOND DU LAC, WI 54935
Preparer
Stephen Franke
Phone
9209212953
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09205179755
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARQUETTE UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04740
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065909
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt029525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04740
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055767
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt029525
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036384
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN MICHELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09205179755
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN R MICHELS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0721528213
ReturnHeader/Filer/PhoneNum09205179755
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26
ReturnHeader/Filer/USAddress/CityNm0BROWNSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530060026
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FFF55F81A3F3AE4ED99EA4C7BC73FF4637EEDE99
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:02:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0373 NORTH PIONEER ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054935
ReturnHeader/PreparerPersonGrp/PhoneNum09209212953
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN FRANKE
ReturnHeader/ReturnTs02020-11-09T08:34:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$314,469
Liabilities
$0
Net assets
$314,469
Revenue
$55,986
Expenses
$56,588
Net income
-$602
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits