Civic Intelligence

E-Plan Exam Community Foundation Inc.

990PF • Fiscal year 2021 • EIN 85-2249918

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 09, 2022

Organization Profile
12605 W North Ave Ste 189Brookfield, WI 53005

(262) 573-3031

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

90th percentile

64%

Higher net margin than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

90th percentile

92%

Faster asset growth than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

27%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$3,795

Up $1,817 (+92%) from 2020

Net Assets

Up

$3,795

Up $1,817 (+92%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Up

$2,850

Up $598 (+27%) from 2020

Expenses

Up

$1,033

Up $759 (+277%) from 2020

Net Income

Down

$1,817

Down $161 (-8.1%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$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

2021

Assets$3,795
Liabilities$0
Net Assets$3,795
Open 2021 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$2,850
Expenses$1,033
Net Income$1,817
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 9, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
E-plan Exam Community Foundation
EIN
85-2249918
Address
12605 W NORTH AVE STE 189, Brookfield, WI 53005

Signing Officer

Name
David Mattox
Title
President
Phone
4147364721
Signed
2022-02-09
Discuss with paid preparer
No

Preparer

Firm
Accounting at Ease LLC
Address
1980 GREEN VALLEY ROAD, Grafton, WI 53024
Preparer
Gregory J Wilterdink
Phone
2625733031
Raw XML Appendix202 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/USAddress/AddressLine1Txt23364 S 119TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Milwaukee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Milwaukee
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID MATTOX
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MATTOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04147364721
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-09
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ReturnHeader/Filer/BusinessNameControlTxt0E-PL
ReturnHeader/Filer/EIN0852249918
ReturnHeader/Filer/USAddress/AddressLine1Txt012605 W NORTH AVE STE 189
ReturnHeader/Filer/USAddress/CityNm0Brookfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING AT EASE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01980 GREEN VALLEY ROAD
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ReturnHeader/PreparerPersonGrp/PhoneNum02625733031
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY J WILTERDINK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-09T16:16:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MATTOX
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,795
Liabilities
$0
Net assets
$3,795
Revenue
$2,850
Expenses
$1,033
Net income
$1,817
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
2021Detailed filing. Detailed filing data is available for this year.$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