Civic Intelligence

Leonard Gigowski Catholic Education Foundation Inc.

990PF • Fiscal year 2017 • EIN 81-0712953

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
7300 S 13th StreetOak Creek, WI 53154

(414) 271-1451

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

6th percentile

-55%

Higher net margin than 6% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

36th percentile

0.8%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$13,886,693

Up $108,186 (+0.8%) from 2016

Net Assets

Up

$13,886,693

Up $108,186 (+0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin6th percentile

Revenue

Down

$331,103

Down $13,659,913 (-98%) from 2016

Expenses

Up

$512,594

Up $306,641 (+149%) from 2016

Net Income

Down

-$181,491

Down $13,966,554 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $13,778,507Liabilities 2016: $0Net Assets 2016: $13,778,5072016Assets 2017: $13,886,693Liabilities 2017: $0Net Assets 2017: $13,886,6932017Assets 2018: $12,997,076Liabilities 2018: $0Net Assets 2018: $12,997,0762018Assets 2019: $14,259,396Liabilities 2019: $0Net Assets 2019: $14,259,3962019Assets 2020: $15,158,298Liabilities 2020: $0Net Assets 2020: $15,158,2982020Assets 2021: $16,409,682Liabilities 2021: $0Net Assets 2021: $16,409,6822021Assets 2022: $13,515,753Liabilities 2022: $0Net Assets 2022: $13,515,7532022Assets 2023: $14,910,686Liabilities 2023: $0Net Assets 2023: $14,910,6862023Assets 2024: $16,116,930Liabilities 2024: $0Net Assets 2024: $16,116,9302024

Highlighted filing

2017

Assets$13,886,693
Liabilities$0
Net Assets$13,886,693
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $1,676,365Expenses 2015: $0Net Income 2015: $1,676,3652015Revenue 2016: $13,991,016Expenses 2016: $205,953Net Income 2016: $13,785,0632016Revenue 2017: $331,103Expenses 2017: $512,594Net Income 2017: -$181,4912017Revenue 2018: $347,481Expenses 2018: $639,100Net Income 2018: -$291,6192018Revenue 2019: $411,775Expenses 2019: $681,776Net Income 2019: -$270,0012019Revenue 2020: $424,517Expenses 2020: $690,930Net Income 2020: -$266,4132020Revenue 2021: $827,305Expenses 2021: $714,703Net Income 2021: $112,6022021Revenue 2022: $282,086Expenses 2022: $815,290Net Income 2022: -$533,2042022Revenue 2023: $456,923Expenses 2023: $761,841Net Income 2023: -$304,9182023Revenue 2024: $1,544,186Expenses 2024: $771,536Net Income 2024: $772,6502024

Highlighted filing

2017

Revenue$331,103
Expenses$512,594
Net Income-$181,491
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE HASKINPres & Director-$0--
JAMES PODEWILSVP & Director-$0--
THOMAS P GLEMBOCKISec Treas & Director-$0--
Filing and Contact Details

Filer

Filer Name
Leonard Gigowski Catholic Education
EIN
81-0712953
Address
7300 S 13TH STREET, OAK CREEK, WI 53154

Signing Officer

Name
Lawrence Haskin
Title
Pres & Director
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Andrew C Holman
Phone
4142711451
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16OPPENHEIMER DEVELOPING (ODMAX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PERMANENT PORTFOLIO (PRPFX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SPDR S&P 500 ETF (SPY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES RUSSELL 2000 (IWM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20VANGUARD FTSE DEVELOPED (VEA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD FTSE EMERGING (VWO)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01861348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1465765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2355517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3109495
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-14698
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0331103
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0331103
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0491137
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0491137
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0345801
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0345801
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-181491
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010710591
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-14698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0333083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0418
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09747
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09747
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0589
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0496321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0512594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0346219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0331103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03530623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17194666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-16241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-16241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03532166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17178425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-14698
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01543
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-181491
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0289677
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013886693
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013778507
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013886693
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0682029
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0682029
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0682029
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0685360
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03331
IRS990PF/DistributableAmountGrp/TotalTaxAmt03331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06468
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06468
IRS990PF/FMVAssetsEOYAmt013886693
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026133
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012612
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02365876
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt09113294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt09113294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04566403
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01620615
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01620615
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03908469
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02792125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02792125
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt06468
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt07331
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt07331
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02631190
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0340716
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0340716
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013778507
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013886693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013886693
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013778507
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013886693
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013778507
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013886693
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt013778507
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt013886693
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0273968
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013915933
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018931
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013897002
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0208739
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0685360
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013707194
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013915933
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE HASKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES PODEWILS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS P GLEMBOCKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SEC TREAS & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07300 SOUTH 13TH ST STE 104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17300 SOUTH 13TH ST STE 104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27300 SOUTH 13TH ST STE 104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OAK CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OAK CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OAK CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253154
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0250554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0253885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0204312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.018279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013707194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt011177533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0496321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.018279
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0492990
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0496321
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03331
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0496321
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,886,693
Liabilities
$0
Net assets
$13,886,693
Revenue
$331,103
Expenses
$512,594
Net income
-$181,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.54$0.77$0.77
2023Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$0.46$0.76$0.30
2022Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.28$0.82$0.53
2021Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.83$0.71$0.11
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.42$0.69$0.27
2019Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.41$0.68$0.27
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.35$0.64$0.29
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.33$0.51$0.18
2016Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$14.0$0.21$13.8
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.68$0.00$1.68