Civic Intelligence

Barbara and Peter Stone Family Foundation Inc.

EIN 82-3781813 • Fond Du Lac, WI

Pub. 78 Eligible
130 S Main StreetFond Du Lac, WI 54935
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-163%

Higher net margin than 3% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$16,623,654

Down $2,370,850 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$16,623,654

Down $2,370,850 (-12%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin3rd percentile

Revenue

Up

$1,453,764

Up $1,784,467 (+540%) from 2023

Expenses

Up

$3,824,614

Up $50,290 (+1.3%) from 2023

Net Income

Up

-$2,370,850

Up $1,734,177 (+42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2018: $18,885,442Liabilities 2018: $0Net Assets 2018: $18,885,4422018Assets 2019: $18,612,227Liabilities 2019: $0Net Assets 2019: $18,612,2272019Assets 2020: $23,275,767Liabilities 2020: $0Net Assets 2020: $23,275,7672020Assets 2021: $25,774,476Liabilities 2021: $0Net Assets 2021: $25,774,4762021Assets 2022: $23,099,531Liabilities 2022: $0Net Assets 2022: $23,099,5312022Assets 2023: $18,994,504Liabilities 2023: $0Net Assets 2023: $18,994,5042023Assets 2024: $16,623,654Liabilities 2024: $0Net Assets 2024: $16,623,6542024

Highlighted filing

2024

Assets$16,623,654
Liabilities$0
Net Assets$16,623,654
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2018: $1,490,222Expenses 2018: $1,806,815Net Income 2018: -$316,5932018Revenue 2019: $1,753,103Expenses 2019: $2,026,318Net Income 2019: -$273,2152019Revenue 2020: $6,985,768Expenses 2020: $2,259,385Net Income 2020: $4,726,3832020Revenue 2021: $5,409,579Expenses 2021: $2,910,870Net Income 2021: $2,498,7092021Revenue 2022: $1,169,946Expenses 2022: $3,844,891Net Income 2022: -$2,674,9452022Revenue 2023: -$330,703Expenses 2023: $3,774,324Net Income 2023: -$4,105,0272023Revenue 2024: $1,453,764Expenses 2024: $3,824,614Net Income 2024: -$2,370,8502024

Highlighted filing

2024

Revenue$1,453,764
Expenses$3,824,614
Net Income-$2,370,850
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,623,654
Liabilities
$0
Net assets
$16,623,654
Revenue
$1,453,764
Expenses
$3,824,614
Net income
-$2,370,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.45$3.82$2.37
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.33$3.77$4.11
2022Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$1.17$3.84$2.67
2021Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$5.41$2.91$2.50
2020Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$6.99$2.26$4.73
2019Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.75$2.03$0.27
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.49$1.81$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA S STONEPresident-$0--
PETER E STONEV-President-$0--
ERIC P STONETreasurer-$0--
S ADAM STONESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Barbara & Peter Stone Family
EIN
82-3781813
Phone
9209217700
Address
130 S MAIN STREET, FOND DU LAC, WI 54935

Signing Officer

Name
Eric P Stone
Title
Treasurer
Phone
9209242274
Signed
2025-11-12

Preparer

Firm
Erickson & Associates Sc
Address
255 S MAIN ST, FOND DU LAC, WI 54935
Preparer
Lee Stumpf
Phone
9209214189
Raw XML Appendix266 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054935
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03753500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020252
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03733248
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04191593
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03753500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04171341
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03733248
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WISCONSIN DPI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLENEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12112
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052760
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0NATIONAL EXCHANGE BANK - TRUSTEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052760
TaxesSchedule/TaxesDetail/Amt08817
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 990-PF 2023 ESTIMATES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08817
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC P STONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09209242274
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA & PETER STONE FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0823781813
ReturnHeader/Filer/PhoneNum09209217700
ReturnHeader/Filer/USAddress/AddressLine1Txt0130 S MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054935
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054935
ReturnHeader/PreparerPersonGrp/PhoneNum09209214189
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE STUMPF
ReturnHeader/ReturnTs02025-11-14T11:59:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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