Lori and David Nicholas Family Foundation Inc.

990PF • Fiscal year 2022 • EIN 87-1448344

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile

7181 Horseshoe Bay RdEgg Harbor, WI 54209

(414) 659-8348

Siviq Scores

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

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

100%

Higher net margin than 98% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

4974484700%

Faster asset growth than 100% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

4984207400%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets15th percentile

Assets

$49,744,848

Up $49,744,847 (+4974484700%) from 2021

Net Assets

$49,744,848

Up $49,744,848 from 2021

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue14th percentile Net Margin98th percentile

Revenue

$49,842,075

Up $49,842,074 (+4984207400%) from 2021

Expenses

$97,227

Up $97,227 from 2021

Net Income

$49,744,848

Up $49,744,847 (+4974484700%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

Highlighted filing

2022

Assets$49,744,848

Liabilities$0

Net Assets$49,744,848

Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2022

Revenue$49,842,075

Expenses$97,227

Net Income$49,744,848

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay19th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LORI NICHOLAS	Officer	-	$0	-	-
DAVID NICHOLAS	Officer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Lori and David Nicholas
EIN: 87-1448344
Phone: 4146598348
Address: 7181 HORSESHOE BAY RD, EGG HARBOR, WI 54209

Signing Officer

Name: Lori Nicholas
Title: Officer
Phone: 4146598348
Signed: 2023-05-15
Discuss with paid preparer: Yes

Preparer

Firm: Hawkins Ash Cpas Llp
Address: 11501 N PORT WASHINGTON ROAD SUITE, 220, MEQUON, WI 53092
Preparer: Holly Muehl-pett CPA
Phone: 2622439610

Raw XML Appendix359 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/PersonNm	1	DAVID NICHOLAS
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	30000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	2170344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	2140344
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	NANCY NICHOLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	6002 N HIGHWAY 83
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	CHENEQUA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	53029
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	49178655
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	5	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	6	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	7	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	8	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	9	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	77852
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	198970
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	2448040
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	261820
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	54465
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	5	7259198
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	6	9809230
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	7	9615900
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	8	9720620
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	9	9732560
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	3,177 SHARES XPENG (XPEV)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	1,728 SHARES SNOWFLAKE (SNOW)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	196,000 SHARES MGIC INVESTMENT (MTG)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	11,539 SHARES KANZHUN LTD (BZ)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	4,063 SHARES INOTIV INC (NOTV)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	5	235,230 SHARES DORCHESTER MINERALS (DMLP)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	6	139,000 SHARES NICHOLAS FUND INC (NICSX)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	7	482,000 SHARES NICHOLAS EQUITY INCOME (NSEIX)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	8	343,000 SHARES NICHOLAS II (NCTWX)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	9	361,000 SHARES NICHOLAS LIMITED EDITION (NCLEX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2022-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2022-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2022-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2022-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2022-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	5	2022-06-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	6	2022-05-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	7	2022-05-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	8	2022-05-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	9	2022-05-16
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	6413
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ROYALTY LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	HEDGE FUND ORIGINATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	23273
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	35000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	23273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	35000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	98319
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	DORCHESTER ORDINARY GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	98319
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	98319
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm	0	NANCY NICHOLAS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt	0	6002 N HIGHWAY 83
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm	0	CHENQUA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd	0	WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd	0	53029
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LORI NICHOLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4146598348
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE LORI AND DAVID NICHOLAS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	LORI
ReturnHeader/Filer/EIN	0	871448344
ReturnHeader/Filer/PhoneNum	0	4146598348
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	7181 HORSESHOE BAY RD
ReturnHeader/Filer/USAddress/CityNm	0	EGG HARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	54209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	11501 N PORT WASHINGTON ROAD SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt	0	220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MEQUON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53092
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2622439610
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	HOLLY MUEHL-PETT CPA
ReturnHeader/ReturnTs	0	2023-05-15T10:49:10-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	NICHOLAS
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $49,744,848
Liabilities: $0
Net assets: $49,744,848
Revenue: $49,842,075
Expenses: $97,227
Net income: $49,744,848

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$50.5	$0.00	$50.5	$3.21	$2.62	$0.59
2023Detailed filing. Detailed filing data is available for this year.	$49.9	$0.00	$49.9	$2.42	$2.24	$0.18
2022Detailed filing. Detailed filing data is available for this year.	$49.7	$0.00	$49.7	$49.8	$0.10	$49.7
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.00	$0.00