Civic Intelligence

Wilhelms Family Foundation Inc

EIN 81-0820227 • Milwaukee, WI

2228 E Newberry BlvdMilwaukee, WI 53211
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

18th percentile

-42%

Higher net margin than 18% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-1.9%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

0.1%

Faster revenue growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$301,236

Down $5,732 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$301,236

Down $5,732 (-1.9%) from 2023

Revenue

Up

$13,762

Up $15 (+0.1%) from 2023

Expenses

Down

$19,494

Down $819 (-4.0%) from 2023

Net Income

Up

-$5,732

Up $834 (+13%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $400Liabilities 2018: $0Net Assets 2018: $4002018Assets 2019: $500,220Liabilities 2019: $0Net Assets 2019: $500,2202019Assets 2020: $470,981Liabilities 2020: $0Net Assets 2020: $470,9812020Assets 2021: $376,298Liabilities 2021: $0Net Assets 2021: $376,2982021Assets 2022: $313,534Liabilities 2022: $0Net Assets 2022: $313,5342022Assets 2023: $306,968Liabilities 2023: $0Net Assets 2023: $306,9682023Assets 2024: $301,236Liabilities 2024: $0Net Assets 2024: $301,2362024

Highlighted filing

2024

Assets$301,236
Liabilities$0
Net Assets$301,236

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2018: $0Expenses 2018: $185Net Income 2018: -$1852018Revenue 2019: $500,000Expenses 2019: $180Net Income 2019: $499,8202019Revenue 2020: $0Expenses 2020: $29,239Net Income 2020: -$29,2392020Revenue 2021: $0Expenses 2021: $94,683Net Income 2021: -$94,6832021Revenue 2022: $3,307Expenses 2022: $66,071Net Income 2022: -$62,7642022Revenue 2023: $13,747Expenses 2023: $20,313Net Income 2023: -$6,5662023Revenue 2024: $13,762Expenses 2024: $19,494Net Income 2024: -$5,7322024

Highlighted filing

2024

Revenue$13,762
Expenses$19,494
Net Income-$5,732

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 11, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA A WILHELMSPresident, Treasurer & Director-$0--
DANIEL P WILHELMSVP, Secretary & Director-$0--
LUCY V TELKAMPDirector-$0--
LIDIJA A GARANDirector-$0--
LILLY G WILHELMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wilhelms Family Foundation Inc
EIN
81-0820227
Phone
2629566505
Address
2228 E NEWBERRY BLVD, MILWAUKEE, WI 53211

Signing Officer

Name
Linda a Wilhelms
Title
President
Phone
2629566505
Signed
2025-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kristen Donlevy
Phone
4144761880
Raw XML Appendix366 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EQUINE THERAPY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6VETERANS MEMORIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7BIKE TRAIL SUPPORT
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03268
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03268
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA A WILHELMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02629566505
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-11
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ReturnHeader/Filer/PhoneNum02629566505
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ReturnHeader/Filer/USAddress/ZIPCd053211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010401 W INNOVATION DR STE 300
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ReturnHeader/PreparerPersonGrp/PhoneNum04144761880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN DONLEVY
ReturnHeader/ReturnTs02025-02-19T11:37:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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