Civic Intelligence

Underwood Family Foundation Inc.

EIN 85-4252313 • Mequon, WI

Pub. 78 Eligible
11501 N Port Washington Rd Ste 220Mequon, WI 53092
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

97th percentile

187%

Faster asset growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

9908%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,615,165

Up $1,702,626 (+187%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$2,615,165

Up $1,702,626 (+187%) from 2023

Revenue

Up

$2,724,216

Up $2,696,995 (+9908%) from 2023

Expenses

Up

$8,484

Up $6,157 (+265%) from 2023

Net Income

Up

$2,715,732

Up $2,690,838 (+10809%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2020: $752,214Liabilities 2020: $1Net Assets 2020: $752,2142020Assets 2021: $562,880Liabilities 2021: $1Net Assets 2021: $562,8802021Assets 2022: $887,645Liabilities 2022: $1Net Assets 2022: $887,6452022Assets 2023: $912,539Liabilities 2023: $1Net Assets 2023: $912,5392023Assets 2024: $2,615,165Liabilities 2024: $0Net Assets 2024: $2,615,1652024

Highlighted filing

2024

Assets$2,615,165
Liabilities$0
Net Assets$2,615,165

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $496,151Expenses 2020: $0Net Income 2020: $496,1512020Revenue 2021: $56Expenses 2021: $189,390Net Income 2021: -$189,3342021Revenue 2022: $330,589Expenses 2022: $5,824Net Income 2022: $324,7652022Revenue 2023: $27,221Expenses 2023: $2,327Net Income 2023: $24,8942023Revenue 2024: $2,724,216Expenses 2024: $8,484Net Income 2024: $2,715,7322024

Highlighted filing

2024

Revenue$2,724,216
Expenses$8,484
Net Income$2,715,732

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 20, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY UNDERWOODDirector-$0--
LINDA UNDERWOODDirector-$0--
KAYCE DESHOTELSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Underwood Family Foundation Inc
EIN
85-4252313
Phone
2622439610
Address
11501 N PORT WASHINGTON RD STE 220, MEQUON, WI 53092

Signing Officer

Name
Gary Underwood
Title
Director
Phone
2622439610
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
11501 N PORT WASHINGTON RD STE 220, MEQUON, WI 53092
Preparer
Judy Haven
Phone
2622439610
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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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GARY UNDERWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL HELP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MANITOWOC SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JASON TINA PRIGGE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0913 S 8TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1858 S RAPIDS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MANITOWOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MANITOWOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02790
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04155
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07415
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0127465
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04155
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0127465
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0134880
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GARY UNDERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1LINDA UNDERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2GARY UNDERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3LINDA UNDERWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt023255 SANABRIA LOOP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt123255 SANABRIA LOOP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt223255 SANABRIA LOOP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt323255 SANABRIA LOOP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BONITA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BONITA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2BONITA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3BONITA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0341355367
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1341355367
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2341355367
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd3341355367
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2813422
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3813422
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum03
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum33
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum43
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum53
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum64
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum74
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum84
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum94
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum104
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum114
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt054368
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1167780
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt261611
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt314912
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt415013
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5499738
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt654367
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7167780
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt861611
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt915014
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1014912
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11499738
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0280 SH APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,000 SH TRADE DESK INC CL A
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2160 SH ARISTA NETWORKS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc350 SH QUANTA SERVICES INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc450 SH MC DONALDS CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc52,126 SH APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6280 SH APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc71,000 SH TRADE DESK INC CL A
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc8160 SH ARISTA NETWORKS INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc950 SH MC DONALDS CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1050 SH QUANTA SERVICES INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc112,126 SH APPLE INC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-01-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-03-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-09-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-09-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-09-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52024-11-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62024-01-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72024-03-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt82024-09-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt92024-09-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt102024-09-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt112024-11-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01365
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01951
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0586
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01014218
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO COST BASIS FOR DONATED SHARES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0231
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0315
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY N/D DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0315
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01112
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03395
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03395
TaxesSchedule/TaxesDetail/Amt0117
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0117
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

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