Civic Intelligence

Steven R Michels Charitable Foundation

990PF • Fiscal year 2020 • EIN 72-1528213

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 31, 2021

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-539%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.8%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-91%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$286,764

Down $27,705 (-8.8%) from 2019

Net Assets

Down

$286,764

Down $27,705 (-8.8%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$5,137

Down $50,849 (-91%) from 2019

Expenses

Down

$32,842

Down $23,746 (-42%) from 2019

Net Income

Down

-$27,705

Down $27,103 (-4502%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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: $1Net Assets 2019: $314,4692019Assets 2020: $286,764Liabilities 2020: $0Net 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

2020

Assets$286,764
Liabilities$0
Net Assets$286,764
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$5,137
Expenses$32,842
Net Income-$27,705
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 31, 2021
Return Version
2020v4.1
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 GrantDELTA CHI FOUNDATIONTO PROVIDE SCHOLARSHIPSPCINDIANAOLIS, IN, US$26,000
Paid GrantSTACY FUSON FOUNDATIONPROVIDE MEDICAL ASSISTANCE FOR PEOPLE WITH DISABILITES.PCUNIVERSITY PLACE, WA, 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
2021-10-31
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 Appendix305 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023153
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04740
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt074604
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08695
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN FRANKE
ReturnHeader/ReturnTs02021-11-10T11:27:20-06:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,764
Liabilities
$0
Net assets
$286,764
Revenue
$5,137
Expenses
$32,842
Net income
-$27,705
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