Civic Intelligence

Pfm Educational & Scholastic Foundation Inc.

990EZ • Fiscal year 2022 • EIN 76-0714819

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 08, 2023

13400 Bishops Lane STE 120Brookfield, WI 53005

(262) 289-9785

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.8%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

3.3%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$138,208

Down $8,484 (-5.8%) from 2021

Net Assets

Down

$138,208

Down $8,484 (-5.8%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$27,592

Up $880 (+3.3%) from 2021

Expenses

Down

$17,971

Down $137 (-0.8%) from 2021

Net Income

Up

$9,621

Up $1,017 (+12%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$138,208
Liabilities-
Net Assets$138,208

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$27,592
Expenses$17,971
Net Income$9,621
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 8, 2023
Return Version
2022v5.0
Gross Receipts
$75,408
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.$13,012$15,141
Compensation and Service Providers

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing - MAC$51,691$23,666$10,773$12,893
Golf Outing - ML$22,123$15,989$4,832$11,157
Total Events$73,814$39,655$47,816$-8,161
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
2023-06-08
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Meals and entertainment 2,032

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

Supplies 18

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

Dues Fees 79

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

Unrealized Loss on Investments -18,105

Form 990-EZ, Part II, Line 24, Other Assets

Accounts Receivable Beginning of year 0, End of year 300

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 Appendix185 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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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Outing - ML
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 2,032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Dues Fees 79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized Loss on Investments -18,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable Beginning of year 0, End of year 300
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 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part III, Section A, Line 1
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ReturnHeader/BusinessOfficerGrp/PhoneNum02622899785
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ReturnHeader/Filer/EIN0760714819
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine C Daws
ReturnHeader/ReturnTs02023-06-08T10:16:49-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeff
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mauermann
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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