Civic Intelligence

Lynn S Nicholas Family Foundation Inc.

EIN 87-1448491 • Mequon, WI

Pub. 78 EligibleNTEE T20
10309 N River RdMequon, WI 53092
Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

Higher debt load relative to assets than 86% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.01x

Higher debt load relative to revenue than 86% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Net Margin

38th percentile

10%

Higher net margin than 38% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$150,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

NTEE T20 • $25M-$50M nonprofits • Source year 2024

Asset Growth

30th percentile

0.5%

Faster asset growth than 30% of similar nonprofits.

NTEE T20 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

46%

Faster revenue growth than 55% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$47,130,205

Up $251,092 (+0.5%) from 2023

Liabilities

Flat

$21,675

Flat from 2023

Net Assets

Up

$47,108,530

Up $251,092 (+0.5%) from 2023

Revenue

Up

$2,467,869

Up $782,515 (+46%) from 2023

Expenses

Down

$2,216,777

Down $378,658 (-15%) from 2023

Net Income

Up

$251,092

Up $1,161,173 (+128%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $47,790,194Liabilities 2022: $22,675Net Assets 2022: $47,767,5192022Assets 2023: $46,879,113Liabilities 2023: $21,675Net Assets 2023: $46,857,4382023Assets 2024: $47,130,205Liabilities 2024: $21,675Net Assets 2024: $47,108,5302024

Highlighted filing

2024

Assets$47,130,205
Liabilities$21,675
Net Assets$47,108,530

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $50,515,854Expenses 2022: $2,748,335Net Income 2022: $47,767,5192022Revenue 2023: $1,685,354Expenses 2023: $2,595,435Net Income 2023: -$910,0812023Revenue 2024: $2,467,869Expenses 2024: $2,216,777Net Income 2024: $251,0922024

Highlighted filing

2024

Revenue$2,467,869
Expenses$2,216,777
Net Income$251,092

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN S NICHOLASPresidentPT$150,000-$150,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S HOSPITAL OF WISCONSIN FOUNDATIONADVANCE THE WORK OF PEDIATRIC PATIENT CARE, RESEARCH AND TEACHING BY CHILDREN'S HOSPITALS.PCMILWAUKEE, WI, US$500,000
Paid GrantROGERS BEHAVIORAL HEALTH FOUNDATIONTO HELP SUPPORT THE NEW RESEARCH CENTER AND MENTAL HEALTH TREATMENTS IN GENERAL. TO CREATE AWARENESS AROUND MENTAL HEALTHPCOCONOMOWOC, WI, US$400,000
Paid GrantUWM FOUNDATIONSUPPORTING UW MILWAUKEE STUDENTS, FACULTY, COMMUNITY PROGRAMS, AND THE COMMUNITY.PCMILWAUKEE, WI, US$400,000
Paid GrantMACC FUNDSUPPORTS RESEARCH INTO THE EFFECTIVE TREATMENT AND CURE FOR CHILDHOOD CANCER.PCMILWAUKEE, WI, US$300,000
Paid GrantMEDICAL COLLEGE OF WISCONSINSUPPORTING A PRIVATE MEDICAL SCHOOL, PHARMACY, AND GRADUATE SCHOOL IN MILWAUKEE, WISCONSIN.PCMILWAUKEE, WI, US$200,000
Paid GrantWATERTOWN HUMANE SOCIETYPROVIDE FOR THE LOST, HOMELESS, NEGLECTED ANIMALS. PROVIDE HELP FOR ANIMALS IN NEED REGARDLESS OF AGE, HEALTH, OR BACKGROUND.PCWATERTOWN, WI, US$100,000
Filing and Contact Details

Filer

Filer Name
Lynn S Nicholas Family Foundation Inc
EIN
87-1448491
Phone
4145732378
Address
10309 N RIVER RD, MEQUON, WI 53092

Signing Officer

Name
Lynn Nicholas
Title
President
Phone
4145732378
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Hawkins Ash Cpas Llp
Address
11501 N PORT WASHINGTON RD STE 220, MEQUON, WI 53092
Preparer
Holly Muehl-pett CPA
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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP SUPPORT THE NEW RESEARCH CENTER AND MENTAL HEALTH TREATMENTS IN GENERAL. TO CREATE AWARENESS AROUND MENTAL HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORTING UW MILWAUKEE STUDENTS, FACULTY, COMMUNITY PROGRAMS, AND THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROVIDE FOR THE LOST, HOMELESS, NEGLECTED ANIMALS. PROVIDE HELP FOR ANIMALS IN NEED REGARDLESS OF AGE, HEALTH, OR BACKGROUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MACC FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MEDICAL COLLEGE OF WISCONSIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ROGERS BEHAVIORAL HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UWM FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5WATERTOWN HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0MS 3050 PO BOX 1997
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11200 N MAYFAIR RD STE 265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 26509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt334700 VALLEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43271 N LAKE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5418 WATER TOWER CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OCONOMOWOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WATERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553094
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01900000
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/AppliedToCurrentYearAmt02013033
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02785491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0253391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0253391
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0253391
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02013033
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0253391
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0519067
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LYNN NICHOLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010309 N RIVER RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MEQUON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053092
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt013015
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OUTSIDE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DORCHESTER MINERALS PTP - ROYALTY LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3130072
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3130072
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt021675
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt021675
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0231
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHWAB INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0231
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LYNN NICHOLAS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt010309 N RIVER RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MEQUON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd053092
TaxesSchedule/TaxesDetail/Amt019993
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN NICHOLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04145732378
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LYNN S NICHOLAS FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LYNN
ReturnHeader/Filer/EIN0871448491
ReturnHeader/Filer/PhoneNum04145732378
ReturnHeader/Filer/USAddress/AddressLine1Txt010309 N RIVER RD
ReturnHeader/Filer/USAddress/CityNm0MEQUON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053092
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011501 N PORT WASHINGTON RD STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEQUON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053092
ReturnHeader/PreparerPersonGrp/PhoneNum02622439610
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY MUEHL-PETT CPA
ReturnHeader/ReturnTs02025-05-13T10:18:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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