Civic Intelligence

Michael W Louis Private Foundation

990T • Fiscal year 2020 • EIN 81-3941498

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 06, 2021

Organization Profile
710 North StreetLake Geneva, WI 53147

(262) 384-3700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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

Latest loaded filing

2024

Assets$7,896,070
Liabilities$0
Net Assets$7,896,070
Open 2024 Filing

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

Latest loaded filing

2024

Revenue$1,093,012
Expenses$1,020,163
Net Income$72,849
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 6, 2021
Return Version
2020v1.1
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
2021-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Bell & Anderson LLC
Address
710 NORTH STREET, LAKE GENEVA, WI 53147
Preparer
Jack L Udovich
Phone
2623843700
Raw XML Appendix104 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.

Path#Value
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IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-397
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-876
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-397
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-876
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-397
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IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-876
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-876
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0WALTER W BELL
IRS990T/BooksInCareOfDetail/PhoneNum02623843700
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0BELL ANDERSON LLC 710 NORTH ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LAKE GENEVA
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IRS990T/EstimatedTaxPaymentsAmt027360
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IRS990T/OverpaymentSection/OverpaymentAmt0858
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0-1263
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
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IRS990TScheduleA/TaxesAndLicensesAmt052
IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0128516
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0127253
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0127253
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0CORPORATE DIVIDEND COLLECTION
IRS990TScheduleA/UBIBeforeNOLDedAmt0127201
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0127201
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt026502
IRS990T/TaxLessCreditsAmt026502
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt027360
IRS990T/TotalTaxAmt026502
IRS990T/TotalTaxComputationAmt026502
IRS990T/TotalUBTIAmt0126201
IRS990T/TotalUBTIBeforeNOLSpecificAmt0127201
IRS990T/TotalUBTIBeforeSection199AAmt0127201
IRS990T/TotalUBTIComputedAmt0127201
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE L HULBURD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02623843700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL W LOUIS PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0813941498
ReturnHeader/Filer/PhoneNum02623843700
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 NORTH STREET
ReturnHeader/Filer/USAddress/CityNm0LAKE GENEVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053147
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BELL & ANDERSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0710 NORTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE GENEVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053147
ReturnHeader/PreparerPersonGrp/PhoneNum02623843700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK L UDOVICH
ReturnHeader/ReturnTs02021-07-06T17:01:05-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARRIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HULBURD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$1.09$1.02$0.07
2023Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.80$0.72$0.08
2022Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.54$0.73$0.19
2021Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$1.68$0.73$0.95
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$1.46$0.69$0.77
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$6.22$0.00$0.89$0.71$0.18
2018Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.86$0.64$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.56$0.67$0.11