Civic Intelligence

Diane M Hendricks Foundation Tr

990PF • Fiscal year 2023 • EIN 83-6592872

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 12, 2024

Organization Profile
1251 W Glen Oaks LaneMequon, WI 53092

(262) 238-6996

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

28th percentile

-13%

Higher net margin than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-0.6%

Faster asset growth than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

215%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$8,730

Down $56 (-0.6%) from 2022

Net Assets

Down

$8,730

Down $56 (-0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin28th percentile

Revenue

Up

$444

Up $303 (+215%) from 2022

Expenses

Flat

$500

Flat from 2022

Net Income

Up

-$56

Up $303 (+84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10K$5.0K$0Assets 2019: $9,621Liabilities 2019: $0Net Assets 2019: $9,6212019Assets 2020: $9,644Liabilities 2020: $0Net Assets 2020: $9,6442020Assets 2021: $9,145Liabilities 2021: $0Net Assets 2021: $9,1452021Assets 2022: $8,786Liabilities 2022: $0Net Assets 2022: $8,7862022Assets 2023: $8,730Liabilities 2023: $0Net Assets 2023: $8,7302023Assets 2024: $8,683Liabilities 2024: $0Net Assets 2024: $8,6832024

Highlighted filing

2023

Assets$8,730
Liabilities$0
Net Assets$8,730
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2019: $10,146Expenses 2019: $525Net Income 2019: $9,6212019Revenue 2020: $36Expenses 2020: $13Net Income 2020: $232020Revenue 2021: $1Expenses 2021: $500Net Income 2021: -$4992021Revenue 2022: $141Expenses 2022: $500Net Income 2022: -$3592022Revenue 2023: $444Expenses 2023: $500Net Income 2023: -$562023Revenue 2024: $453Expenses 2024: $500Net Income 2024: -$472024

Highlighted filing

2023

Revenue$444
Expenses$500
Net Income-$56
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane M HendricksTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Diane M Hendricks Foundation
EIN
83-6592872
Phone
2622386996
Address
1251 W Glen Oaks Lane, Mequon, WI 53092

Signing Officer

Name
Diane M Hendricks
Title
Trustee
Signed
2024-06-12
Discuss with paid preparer
Yes

Preparer

Firm
OLeary-Guth Law Office SC
Address
1251 W Glen Oaks Ln, Mequon, WI 53092
Preparer
Maureen O'Leary
Phone
2622386996
Raw XML Appendix184 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0431
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08617
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0500
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02622386996
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Promote Latin culture in Beloit and Rock County, WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0La Voz de Beloit Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02354 Tumbleweed Ln
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane M Hendricks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Diane M Hendricks Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DIAN
ReturnHeader/Filer/EIN0836592872
ReturnHeader/Filer/PhoneNum02622386996
ReturnHeader/Filer/USAddress/AddressLine1Txt01251 W Glen Oaks Lane
ReturnHeader/Filer/USAddress/CityNm0Mequon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLeary-Guth Law Office SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01251 W Glen Oaks Ln
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mequon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053092
ReturnHeader/PreparerPersonGrp/PhoneNum02622386996
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maureen O'Leary
ReturnHeader/ReturnTs02024-06-12T13:58:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Diane M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hendricks
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,730
Liabilities
$0
Net assets
$8,730
Revenue
$444
Expenses
$500
Net income
-$56
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.68$0.00$8.68$0.45$0.50$0.05
2023Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.44$0.50$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.14$0.50$0.36
2021Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.00$0.50$0.50
2020Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.04$0.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$9.62$0.00$9.62$10.1$0.53$9.62