Civic Intelligence

Curt and Sue Culver Family Foundation Inc.

990PF • Fiscal year 2019 • EIN 82-3543553

Jan 01, 2019 to Dec 31, 2019 • Filed on May 29, 2020

4724 N Pinecrest DriveNashotah, WI 53058-9709

(262) 369-5526

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

92nd percentile

43%

Faster asset growth than 92% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,249,734

Up $2,479,987 (+43%) from 2018

Net Assets

Up

$8,249,734

Up $2,479,987 (+43%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$553,176

Down $1,974,308 (-78%) from 2018

Expenses

Up

$247,403

Up $218,042 (+743%) from 2018

Net Income

Down

$305,773

Down $2,192,350 (-88%) from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2018: $5,769,747Liabilities 2018: $0Net Assets 2018: $5,769,7472018Assets 2019: $8,249,734Liabilities 2019: $0Net Assets 2019: $8,249,7342019Assets 2020: $8,252,198Liabilities 2020: $0Net Assets 2020: $8,252,1982020Assets 2021: $12,018,818Liabilities 2021: $0Net Assets 2021: $12,018,8182021Assets 2022: $10,474,269Liabilities 2022: $0Net Assets 2022: $10,474,2692022Assets 2023: $15,156,961Liabilities 2023: $0Net Assets 2023: $15,156,9612023Assets 2024: $19,203,990Liabilities 2024: $0Net Assets 2024: $19,203,9902024

Highlighted filing

2019

Assets$8,249,734
Liabilities$0
Net Assets$8,249,734

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2018: $2,527,484Expenses 2018: $29,361Net Income 2018: $2,498,1232018Revenue 2019: $553,176Expenses 2019: $247,403Net Income 2019: $305,7732019Revenue 2020: $391,861Expenses 2020: $410,466Net Income 2020: -$18,6052020Revenue 2021: $3,889,978Expenses 2021: $461,922Net Income 2021: $3,428,0562021Revenue 2022: $231,277Expenses 2022: $537,034Net Income 2022: -$305,7572022Revenue 2023: $3,820,952Expenses 2023: $612,681Net Income 2023: $3,208,2712023Revenue 2024: $2,895,495Expenses 2024: $765,188Net Income 2024: $2,130,3072024

Highlighted filing

2019

Revenue$553,176
Expenses$247,403
Net Income$305,773
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 29, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE CULVERPresident, Director-$0--
PATRICK CULVERVice President, Director-$0--
CURT CULVERTreasurer, Director-$0--
SUE CULVERSecretary, Director-$0--
Filing and Contact Details

Filer

Filer Name
Curt and Sue Culver
EIN
82-3543553
Phone
2623695526
Address
4724 N PINECREST DRIVE, NASHOTAH, WI 53058-9709

Signing Officer

Name
Curt S Culver
Title
Officer
Phone
2623695526
Signed
2020-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
PO BOX 7398, MADISON, WI 53707-7398
Preparer
Markalan T Smith CPA
Phone
6082496622
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0114476
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt091101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0205577
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0205577
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03134
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03134
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03212127
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0216789
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0216789
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0347599
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0114476
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114476
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0305773
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06680457
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt091101
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03297999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025468
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025468
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01002
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0216789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt028604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0247403
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt028604
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030614
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED STOCK-ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED STOCK-LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED STOCK-LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03212127
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0305773
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03005
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02177219
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08252739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05769747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08249734
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0350322
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0350322
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0383302
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032980

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