Civic Intelligence

Final Five Fund Inc

990 • Fiscal year 2023 • EIN 87-3765459

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A
PO Box 511550Milwaukee, WI 53203

(262) 349-1126

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,516,530

Up $374,588 (+33%) from 2022

Net Assets

Up

-$280,021

Up $1,694,801 (+86%) from 2022

Liabilities

Down

$1,796,551

Down $1,320,213 (-42%) from 2022

Revenue And Expenses

Revenue

Down

$1,900,935

Down $10,110,551 (-84%) from 2022

Expenses

Down

$206,134

Down $13,780,174 (-99%) from 2022

Net Income

Up

$1,694,801

Up $3,669,623 (+186%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2022: $1,141,942Liabilities 2022: $3,116,764Net Assets 2022: -$1,974,8222022Assets 2023: $1,516,530Liabilities 2023: $1,796,551Net Assets 2023: -$280,0212023Assets 2024: $36,347Liabilities 2024: $1,703,915Net Assets 2024: -$1,667,5682024

Highlighted filing

2023

Assets$1,516,530
Liabilities$1,796,551
Net Assets-$280,021
Open 2023 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2022: $12,011,486Expenses 2022: $13,986,308Net Income 2022: -$1,974,8222022Revenue 2023: $1,900,935Expenses 2023: $206,134Net Income 2023: $1,694,8012023Revenue 2024: $360,717Expenses 2024: $1,748,264Net Income 2024: -$1,387,5472024

Highlighted filing

2023

Revenue$1,900,935
Expenses$206,134
Net Income$1,694,801
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$1,900,935
Mission and Program Overview

Mission

Final-five fund, inc. Is a nonpartisan, nonprofit advocacy organization established primarily to further the common good and general welfare of the citizens of the united states and reinvigorate effective, responsive democracy in america.

To further the general welfare of the u.s. Citizens and reinvigorate democracy in america.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$3,000,000$1,700,000▼ $1,300,000
Investments in Publicly Traded Securities$1,093,884$1,469,128▲ $375,244
Cash and Non-Interest-Bearing Accounts$48,058$47,402▼ $656
Total Assets$1,141,942$1,516,530▲ $374,588
Liabilities
Accounts Payable and Accrued Expenses$114,003$93,790▼ $20,213
Other Liabilities$2,761$2,761→ $0
Total Liabilities$3,116,764$1,796,551▼ $1,320,213
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,974,822$-280,021▲ $1,694,801
Total Net Assets Fund Balance$-1,974,822$-280,021▲ $1,694,801
Total Liabilities and Net Assets / Fund Balance$1,141,942$1,516,530▲ $374,588
Compensation and Service Providers

Employees

NameTitleOtherTotal
Sylvie DoppeltTreasurer$104,348$104,348

Board Members and Trustees

NameTitle
Katherine GehlPresident
John SobratoDirector
Austin RamirezSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,828,070
Program Service Revenue
$0
Investment Income
$72,865
Other Revenue
$0
All Other Contributions
$1,828,070
Change in Net Assets
$1,694,801

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded57,687$1,828,070Fair Market Value
Total Noncash Contributions57,687$1,828,070-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,304
Salaries, Compensation, and Employee Benefits$70,830
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$51,631$9,111-$60,742
Fees for Services Other$39,023$8,495-$47,518
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$18,917-$18,917
Occupancy-$15,802-$15,802
Information Technology$4,238$3,677-$7,915
Fees for Services Legal$1,485$4,596-$6,081
Payroll Taxes$4,588$809-$5,397
Other Employee Benefits$2,436$430-$2,866
Office Expenses-$2,195-$2,195
Conferences and Meetings$2,172--$2,172
Pension Plan Contributions$1,551$274-$1,825
Insurance-$1,516-$1,516
Other Expenses-$780-$780
Total Functional Expenses$137,124$69,010$0$206,134
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New Yorkers for Competitive ElectionsNew York, NY501(c)(4)General Operating Funds$20,000
Partners in Democracy IncCambridge, MA501(c)(4)General Operating Funds$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$3,000,000$1,700,000▼ $1,300,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$2,761
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed in detail by the president for comments/additional information provided to the tax preparer. Final form 990 is provided to the entire board for review prior to electronic filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is distributed annually to all directors, officers, and members of board committees. All covered individuals sign an annual acknowledgement that they have received a copy of the policy, understand it, and agree to abide by its terms. To ensure the corporation operates in a manner consistent with exempt purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews may be conducted. The corporation may, but need not, use outside advisors to provide advice for periodic reviews.”

Form 990, Part VI, Section C, Line 19

“All governing documents made available in electronic format upon request.”

Filing and Contact Details

Filer

Filer Name
Final-five Fund Inc
EIN
87-3765459
Phone
2623491126
Address
PO BOX 511550, MILWAUKEE, WI 53203

Signing Officer

Name
Katherine Gehl
Title
President
Phone
2623491126
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Gehl
Formed
2022
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
3

Preparer

Firm
Sikich LLC
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
Preparer
Jill M Boyle CPA
Phone
2627549400
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

“The organization reimburses a related organization ipi action fund, inc (fein 57-1139095) for salaries/wages paid. This organization does not issue w-2s.”

Form 990, Part IX, Line 11G

“Recruiter: program service expenses 0. Management and general expenses 8,495. Fundraising expenses 0. Total expenses 8,495. Campaign consultants: program service expenses 39,023. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,023.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REIMBURSES A RELATED ORGANIZATION IPI ACTION FUND, INC (FEIN 57-1139095) FOR SALARIES/WAGES PAID. THIS ORGANIZATION DOES NOT ISSUE W-2S.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED IN DETAIL BY THE PRESIDENT FOR COMMENTS/ADDITIONAL INFORMATION PROVIDED TO THE TAX PREPARER. FINAL FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO ELECTRONIC FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO ALL DIRECTORS, OFFICERS, AND MEMBERS OF BOARD COMMITTEES. ALL COVERED INDIVIDUALS SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH EXEMPT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS MAY BE CONDUCTED. THE CORPORATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS TO PROVIDE ADVICE FOR PERIODIC REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS MADE AVAILABLE IN ELECTRONIC FORMAT UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECRUITER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,495. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,495. CAMPAIGN CONSULTANTS: PROGRAM SERVICE EXPENSES 39,023. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,023.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0871139095
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ELECTION REFORM
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/StatesWhereCopyOfReturnIsFldCd1WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01141942
IRS990/TotalAssetsEOYAmt01516530
IRS990/TotalAssetsGrp/BOYAmt01141942
IRS990/TotalAssetsGrp/EOYAmt01516530
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01828070
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt069010
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0137124
IRS990/TotalFunctionalExpensesGrp/TotalAmt0206134
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03116764
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IRS990/TotalLiabilitiesGrp/EOYAmt01796551
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1974822
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-280021
IRS990/TotalOtherCompensationAmt021194
IRS990/TotalProgramServiceExpensesAmt0137124
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt072865
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01900935
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01516530
IRS990/TotReportableCompRltdOrgAmt083154
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 511550
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053203
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE GEHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02623491126
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINAL-FIVE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0873765459
ReturnHeader/Filer/PhoneNum02623491126
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 511550
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053203
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017335 GOLF PARKWAY SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053045
ReturnHeader/PreparerPersonGrp/PhoneNum02627549400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL M BOYLE CPA
ReturnHeader/ReturnTs02024-11-15T09:43:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,516,530
Liabilities
$1,796,551
Net assets
-$280,021
Revenue
$1,900,935
Expenses
$206,134
Net income
$1,694,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$1.70$1.67$0.36$1.75$1.39
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.80$0.28$1.90$0.21$1.69
2022Detailed filing. Detailed filing data is available for this year.$1.14$3.12$1.97$12.0$14.0$1.97