Civic Intelligence

Laniakea Charitable Foundation

990PF • Fiscal year 2022 • EIN 85-4307164

Dec 01, 2021 to Nov 30, 2022 • Filed on Apr 11, 2023

Organization Profile
Foley Lardner 777 E Wisconsin AveMilwaukee, WI 53202-5306

(414) 271-2400

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

97th percentile

118%

Faster asset growth than 97% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,016,609

Up $7,575,323 (+118%) from 2021

Net Assets

Up

$14,016,609

Up $7,575,323 (+118%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$7,835,722

Up $1,382,702 (+21%) from 2021

Expenses

Up

$260,399

Up $248,665 (+2119%) from 2021

Net Income

Up

$7,575,323

Up $1,134,037 (+18%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$30M$20M$10M$0Assets 2021: $6,441,286Liabilities 2021: $1Net Assets 2021: $6,441,2862021Assets 2022: $14,016,609Liabilities 2022: $1Net Assets 2022: $14,016,6092022Assets 2023: $11,403,621Liabilities 2023: $1Net Assets 2023: $11,403,6212023Assets 2024: $22,785,466Liabilities 2024: $0Net Assets 2024: $22,785,4662024

Highlighted filing

2022

Assets$14,016,609
Liabilities$1
Net Assets$14,016,609
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2021: $6,453,020Expenses 2021: $11,734Net Income 2021: $6,441,2862021Revenue 2022: $7,835,722Expenses 2022: $260,399Net Income 2022: $7,575,3232022Revenue 2023: -$25,833Expenses 2023: $2,587,155Net Income 2023: -$2,612,9882023Revenue 2024: $11,409,864Expenses 2024: $28,019Net Income 2024: $11,381,8452024

Highlighted filing

2022

Revenue$7,835,722
Expenses$260,399
Net Income$7,575,323
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Apr 11, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW WAGEPres, Sec, Treas, Director-$0--
JASON KOHOUTAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Laniakea Charitable Foundation
EIN
85-4307164
In Care Of
% MATTHEW WAGE
Address
FOLEY LARDNER 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Jason Kohout
Title
Asst Treasurer
Phone
4142712400
Signed
2023-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Jason J Kohout
Phone
4142712400
Raw XML Appendix271 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/AverageMonthlyFMVOfSecAmt014008266
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0689908
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013798165
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES, SEC, TREAS, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ASSISTANT TREASURER
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0246674
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MATTHEW WAGE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0532025306
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07800000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt07800000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SUBSCRIPTION RIGHTS IN JSHP LLLP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ANGELLIST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1JSHP LLLP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt17800000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt17800000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
TaxesSchedule/TaxesDetail/Amt05763
TaxesSchedule/TaxesDetail/Amt12091
TaxesSchedule/TaxesDetail/Amt22500
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05763
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON KOHOUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142712400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LANIAKEA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LANI
ReturnHeader/Filer/EIN0854307164
ReturnHeader/Filer/InCareOfNm0% MATTHEW WAGE
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY LARDNER 777 E WISCONSIN AVE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02023-04-17T11:57:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOHOUT
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,016,609
Liabilities
$1
Net assets
$14,016,609
Revenue
$7,835,722
Expenses
$260,399
Net income
$7,575,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$11.4$0.03$11.4
2023Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.03$2.59$2.61
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$7.84$0.26$7.58
2021Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$6.45$0.01$6.44