Civic Intelligence

Michael W Louis Private Foundation

990PF • Fiscal year 2020 • EIN 81-3941498

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

710 North StreetLake Geneva, WI 53147

(262) 384-3700

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

63%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,996,301

Up $773,697 (+12%) from 2019

Net Assets

$6,996,301

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$1,456,888

Up $565,061 (+63%) from 2019

Expenses

Down

$690,396

Down $18,636 (-2.6%) from 2019

Net Income

Up

$766,492

Up $583,697 (+319%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2017: $5,708,905Liabilities 2017: $0Net Assets 2017: $5,708,9052017Assets 2018: $6,034,508Liabilities 2018: $0Net Assets 2018: $6,034,5082018Assets 2019: $6,222,604Liabilities 2019: $02019Assets 2020: $6,996,301Liabilities 2020: $0Net Assets 2020: $6,996,3012020Assets 2021: $7,947,718Liabilities 2021: $0Net Assets 2021: $7,947,7182021Assets 2022: $7,761,181Liabilities 2022: $0Net Assets 2022: $7,761,1812022Assets 2023: $7,825,548Liabilities 2023: $0Net Assets 2023: $7,825,5482023Assets 2024: $7,896,070Liabilities 2024: $0Net Assets 2024: $7,896,0702024

Highlighted filing

2020

Assets$6,996,301
Liabilities$0
Net Assets$6,996,301

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2017: $555,664Expenses 2017: $667,829Net Income 2017: -$112,1652017Revenue 2018: $857,209Expenses 2018: $638,622Net Income 2018: $218,5872018Revenue 2019: $891,827Expenses 2019: $709,032Net Income 2019: $182,7952019Revenue 2020: $1,456,888Expenses 2020: $690,396Net Income 2020: $766,4922020Revenue 2021: $1,678,052Expenses 2021: $728,487Net Income 2021: $949,5652021Revenue 2022: $539,207Expenses 2022: $725,082Net Income 2022: -$185,8752022Revenue 2023: $802,431Expenses 2023: $720,715Net Income 2023: $81,7162023Revenue 2024: $1,093,012Expenses 2024: $1,020,163Net Income 2024: $72,8492024

Highlighted filing

2020

Revenue$1,456,888
Expenses$690,396
Net Income$766,492
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE L HULBURDPresident-$0--
HENRY J LOUISVice President-$0--
STEVEN S LOUISTreasurer-$0--
TIMOTHY C LOUISSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Michael W Louis Private Foundation
EIN
81-3941498
Phone
2623843700
Address
710 NORTH STREET, LAKE GENEVA, WI 53147

Signing Officer

Name
Carrie L Hulburd
Title
President
Phone
2623843700
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Bell & Anderson LLC
Address
710 NORTH STREET, LAKE GENEVA, WI 53147
Preparer
Jack L Udovich
Phone
2623843700
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