Civic Intelligence

Lumw Foundation

990PF • Fiscal year 2020 • EIN 81-4661673

Oct 01, 2019 to Sep 30, 2020 • Filed on May 25, 2021

Organization Profile
12575 Uline DrivePleasant Prairie, WI 53158

(262) 612-4200

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

76th percentile

25%

Higher net margin than 76% 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

87th percentile

36%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

39th percentile

-5.2%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,731,576

Up $1,261,805 (+36%) from 2019

Net Assets

$4,731,576

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin76th percentile

Revenue

Down

$5,092,756

Down $279,691 (-5.2%) from 2019

Expenses

Down

$3,830,951

Down $675,924 (-15%) from 2019

Net Income

Up

$1,261,805

Up $396,233 (+46%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $3,469,771Liabilities 2019: $02019Assets 2020: $4,731,576Liabilities 2020: $0Net Assets 2020: $4,731,5762020Assets 2021: $4,881,936Liabilities 2021: $0Net Assets 2021: $4,881,9362021Assets 2022: $6,676,253Liabilities 2022: $0Net Assets 2022: $6,676,2532022Assets 2023: $7,310,213Liabilities 2023: $0Net Assets 2023: $7,310,2132023Assets 2024: $6,385,469Liabilities 2024: $0Net Assets 2024: $6,385,4692024

Highlighted filing

2020

Assets$4,731,576
Liabilities$0
Net Assets$4,731,576
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $5,372,447Expenses 2019: $4,506,875Net Income 2019: $865,5722019Revenue 2020: $5,092,756Expenses 2020: $3,830,951Net Income 2020: $1,261,8052020Revenue 2021: $3,090,160Expenses 2021: $2,939,800Net Income 2021: $150,3602021Revenue 2022: $5,662,950Expenses 2022: $3,868,633Net Income 2022: $1,794,3172022Revenue 2023: $4,249,607Expenses 2023: $3,615,647Net Income 2023: $633,9602023Revenue 2024: $2,344,134Expenses 2024: $3,268,878Net Income 2024: -$924,7442024

Highlighted filing

2020

Revenue$5,092,756
Expenses$3,830,951
Net Income$1,261,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
May 25, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH A UIHLEINDirector/President-$0--
PHIL HUNTDirector/Treasurer-$0--
AMY KOBUSSENDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Lumw Foundation
EIN
81-4661673
Phone
2626124200
Address
12575 ULINE DRIVE, PLEASANT PRAIRIE, WI 53158

Signing Officer

Name
Elizabeth a Uihlein
Title
President
Phone
2626124200
Signed
2021-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
555 EAST WELLS STREET SUITE 1400, MILWAUKEE, WI 53202
Preparer
Danielle Knapp
Phone
4142713000
Raw XML Appendix335 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE LUMW FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0OTHER DIRECT CHARITABLE ACTIVITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ELIZABETH A UIHLEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03815110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053158
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03815110
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0269326
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0269326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04277280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03831684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02631427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014300301
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03559910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04277280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03831684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02631427
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03829236
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03559910
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014300301
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010740391
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELIZABETH A UIHLEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012575 ULINE DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PLEASANT PRAIRIE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053158
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05031766
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0253
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0253
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt11300
TaxesSchedule/TaxesDetail/CategoryTxt0ILLINOIS PY BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH A UIHLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02626124200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUMW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUMW
ReturnHeader/Filer/EIN0814661673
ReturnHeader/Filer/PhoneNum02626124200
ReturnHeader/Filer/USAddress/AddressLine1Txt012575 ULINE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PLEASANT PRAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053158
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 EAST WELLS STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142713000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE KNAPP
ReturnHeader/ReturnTs02021-06-01T08:01:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,731,576
Liabilities
$0
Net assets
$4,731,576
Revenue
$5,092,756
Expenses
$3,830,951
Net income
$1,261,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$2.34$3.27$0.92
2023Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$4.25$3.62$0.63
2022Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$5.66$3.87$1.79
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$3.09$2.94$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$5.09$3.83$1.26
2019Summary only. Only limited summary data is available for this year.$3.47$0.00$5.37$4.51$0.87