Civic Intelligence

Lumw Foundation

990PF • Fiscal year 2022 • EIN 81-4661673

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 19, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

78th percentile

32%

Higher net margin than 78% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

89th percentile

37%

Faster asset growth than 89% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

83%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,676,253

Up $1,794,317 (+37%) from 2021

Net Assets

Up

$6,676,253

Up $1,794,317 (+37%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin78th percentile

Revenue

Up

$5,662,950

Up $2,572,790 (+83%) from 2021

Expenses

Up

$3,868,633

Up $928,833 (+32%) from 2021

Net Income

Up

$1,794,317

Up $1,643,957 (+1093%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2022

Assets$6,676,253
Liabilities$0
Net Assets$6,676,253
Open 2022 Filing

Operations Trend

Revenue Growth90th 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

2022

Revenue$5,662,950
Expenses$3,868,633
Net Income$1,794,317
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 19, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay32nd 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
2023-02-19
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 Appendix304 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/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02631427
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017804949
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03514099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02621976
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03559910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04277280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03831684
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03868416
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03514099
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020436376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt016922277
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/TotalContributionsAmt05600000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0218
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0218
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1217
TaxesSchedule/TaxesDetail/CategoryTxt0IL FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH A UIHLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02626124200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-19
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/ReturnTs02023-04-07T10:43:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0UIHLEIN
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,676,253
Liabilities
$0
Net assets
$6,676,253
Revenue
$5,662,950
Expenses
$3,868,633
Net income
$1,794,317
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