Civic Intelligence

E-Plan Exam Community Foundation

EIN 85-2249918 • Brookfield, WI

12605 W North Avenue Pmb 189Brookfield, WI 53005
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-48%

Faster asset growth than 21% of similar nonprofits.

<$500k 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 / Assets63rd percentile

Assets

Down

$1,198

Down $1,123 (-48%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,198

Down $1,123 (-48%) from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Down

$1,123

Down $152 (-12%) from 2023

Net Income

Up

-$1,123

Up $152 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2020: $1,978Liabilities 2020: $0Net Assets 2020: $1,9782020Assets 2021: $3,795Liabilities 2021: $0Net Assets 2021: $3,7952021Assets 2022: $3,596Liabilities 2022: $0Net Assets 2022: $3,5962022Assets 2023: $2,321Liabilities 2023: $0Net Assets 2023: $2,3212023Assets 2024: $1,198Liabilities 2024: $0Net Assets 2024: $1,1982024

Highlighted filing

2024

Assets$1,198
Liabilities$0
Net Assets$1,198
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0K$2.0K$0-$2.0KRevenue 2020: $2,252Expenses 2020: $274Net Income 2020: $1,9782020Revenue 2021: $2,850Expenses 2021: $1,033Net Income 2021: $1,8172021Revenue 2022: $1,500Expenses 2022: $1,699Net Income 2022: -$1992022Revenue 2023: $0Expenses 2023: $1,275Net Income 2023: -$1,2752023Revenue 2024: $0Expenses 2024: $1,123Net Income 2024: -$1,1232024

Highlighted filing

2024

Revenue$0
Expenses$1,123
Net Income-$1,123
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,198
Liabilities
$0
Net assets
$1,198
Revenue
$0
Expenses
$1,123
Net income
-$1,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,198$0$1,198$0$1,123$1,123
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,321$0$2,321$0$1,275$1,275
2022Detailed filing. Detailed filing data is available for this year.$3,596$0$3,596$1,500$1,699$199
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,795$0$3,795$2,850$1,033$1,817
2020Detailed filing. Detailed filing data is available for this year.$1,978$0$1,978$2,252$274$1,978
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ADAM MATTOXPresident-$0--
LINDSAY LARSENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
E-plan Exam Community Foundation
EIN
85-2249918
Phone
4146353274
Address
12605 W NORTH AVENUE PMB 189, BROOKFIELD, WI 53005

Signing Officer

Name
David Adam Mattox
Title
President
Phone
4146353274
Signed
2025-05-07

Preparer

Firm
Mueth CPA LLC
Address
N27W23957 PAUL RD STE 208, PEWAUKEE, WI 53072
Preparer
Josh Mueth CPA
Phone
2622784025
Raw XML Appendix170 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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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
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ADAM MATTOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04146353274
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
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ReturnHeader/Filer/PhoneNum04146353274
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PhoneNum02622784025
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSH MUETH CPA
ReturnHeader/ReturnTs02025-05-07T14:42:47-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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