Civic Intelligence

Pfm Educational & Scholastic Foundation

EIN 76-0714819 • 501(c)3 • Brookfield, WI

13400 Bishops Lane STE 120Brookfield, WI 53005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.9%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$196,493

Up $31,003 (+19%) from 2023

Liabilities

$795

No earlier filing loaded for comparison.

Net Assets

Up

$195,698

Up $30,208 (+18%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin87th percentile

Revenue

Up

$36,080

Up $2,327 (+6.9%) from 2023

Expenses

Up

$21,475

Up $1,385 (+6.9%) from 2023

Net Income

Up

$14,605

Up $942 (+6.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $76,744Liabilities 2011: $5,0852011Assets 2012: $71,378Liabilities 2012: $3,4602012Assets 2013: $75,205Liabilities 2013: $4,2102013Assets 2014: $77,437Liabilities 2014: $4,8852014Assets 2015: $81,649Liabilities 2015: $1,5102015Assets 2016: $86,055Liabilities 2016: $6352016Assets 2017: $96,881Liabilities 2017: $6352017Assets 2018: $104,197Liabilities 2018: $3502018Assets 2019: $117,722Liabilities 2019: $1,000Net Assets 2019: $116,7222019Assets 2020: $126,714Net Assets 2020: $126,7142020Assets 2021: $146,692Net Assets 2021: $146,6922021Assets 2022: $138,208Net Assets 2022: $138,2082022Assets 2023: $165,490Net Assets 2023: $165,4902023Assets 2024: $196,493Liabilities 2024: $795Net Assets 2024: $195,6982024

Highlighted filing

2024

Assets$196,493
Liabilities$795
Net Assets$195,698
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2011: $16,355Expenses 2011: $18,080Net Income 2011: -$1,7252011Revenue 2012: $7,782Expenses 2012: $13,626Net Income 2012: -$5,8442012Revenue 2013: $11,941Expenses 2013: $11,685Net Income 2013: $2562013Revenue 2014: $10,380Expenses 2014: $10,912Net Income 2014: -$5322014Revenue 2015: $13,374Expenses 2015: $4,591Net Income 2015: $8,7832015Revenue 2016: $11,599Expenses 2016: $8,952Net Income 2016: $2,6472016Revenue 2017: $14,906Expenses 2017: $11,022Net Income 2017: $3,8842017Revenue 2018: $22,326Expenses 2018: $10,459Net Income 2018: $11,8672018Revenue 2019: $16,943Expenses 2019: $15,691Net Income 2019: $1,2522019Revenue 2020: $20,094Expenses 2020: $20,068Net Income 2020: $262020Revenue 2021: $26,712Expenses 2021: $18,108Net Income 2021: $8,6042021Revenue 2022: $27,592Expenses 2022: $17,971Net Income 2022: $9,6212022Revenue 2023: $33,753Expenses 2023: $20,090Net Income 2023: $13,6632023Revenue 2024: $36,080Expenses 2024: $21,475Net Income 2024: $14,6052024

Highlighted filing

2024

Revenue$36,080
Expenses$21,475
Net Income$14,605
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,493
Liabilities
$795
Net assets
$195,698
Revenue
$36,080
Expenses
$21,475
Net income
$14,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.96$0.36$0.21$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.65$1.65$0.34$0.20$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.28$0.18$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.27$0.18$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.20$0.20$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.17$0.16$0.01
2018Summary only. Only limited summary data is available for this year.$1.04$0.00$0.22$0.10$0.12
2017Summary only. Only limited summary data is available for this year.$0.97$0.01$0.15$0.11$0.04
2016Summary only. Only limited summary data is available for this year.$0.86$0.01$0.12$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$0.82$0.02$0.13$0.05$0.09
2014Summary only. Only limited summary data is available for this year.$0.77$0.05$0.10$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$0.75$0.04$0.12$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$0.71$0.03$0.08$0.14$0.06
2011Summary only. Only limited summary data is available for this year.$0.77$0.05$0.16$0.18$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 15, 2025
Return Version
2024v5.2
Gross Receipts
$88,822
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Raise money to fund student scholarships and member grants in our mission to promote industrial and facility maintenance careers.$10,000$16,040
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff MauermannPresident-$0--
Mike KlausVice President-$0--
Taylor RyterskiSecretary Treasurer-$0--
Doug PruntyChair/VP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing - MAC$52,386$22,577$10,668$11,909
Golf Outing - ML$34,026$12,148$7,350$4,798
Total Events$86,412$34,725$52,742$-18,017
Filing and Contact Details

Filer

Filer Name
PFM Educational & Scholastic Foundation
EIN
76-0714819
Phone
2622899785
Address
13400 Bishops Lane STE 120, Brookfield, WI 53005

Signing Officer

Name
Jeff Mauermann
Title
President
Phone
2622899785
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
O'Leary & Anick
Address
13400 Bishops Lane Ste 120, Brookfield, WI 53005
Preparer
Richelle Kobza
Phone
4147740300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 3,320”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 2,546”

Form 990-EZ, Part I, Line 16, Other Expenses

“Dues Fees 174”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized Gain on Investments 15,603”

Form 990-EZ, Part II, Line 26, Liabilities

“Deferred Revenue Beginning of year 0, End of year 795”

Form 990-EZ, Part III, Section A, Line 1

“Exempt Purpose Our foundations primary goal each year is to raise money to fund student scholarships and member grants in our mission to promote industrial facility maintenance careers.”

Raw XML Appendix183 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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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Outing - ML
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 3,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 2,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues Fees 174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized Gain on Investments 15,603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Deferred Revenue Beginning of year 0, End of year 795
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Exempt Purpose Our foundations primary goal each year is to raise money to fund student scholarships and member grants in our mission to promote industrial facility maintenance careers.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part III, Section A, Line 1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Mauermann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02622899785
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
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ReturnHeader/Filer/EIN0760714819
ReturnHeader/Filer/PhoneNum02622899785
ReturnHeader/Filer/USAddress/AddressLine1Txt013400 Bishops Lane STE 120
ReturnHeader/Filer/USAddress/CityNm0Brookfield
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ReturnHeader/PreparerPersonGrp/PhoneNum04147740300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richelle Kobza
ReturnHeader/ReturnTs02025-07-15T03:52:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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