Civic Intelligence

A C Kootz Foundation

EIN 99-6737509 • Nashotah, WI

Pub. 78 Eligible
PO Box 57Nashotah, WI 53058
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

27th percentile

-18%

Higher net margin than 27% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$126,872

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$126,872

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin27th percentile

Revenue

$9,423

No earlier filing loaded for comparison.

Expenses

$11,081

No earlier filing loaded for comparison.

Net Income

-$1,658

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2024: $126,872Liabilities 2024: $0Net Assets 2024: $126,8722024

Highlighted filing

2024

Assets$126,872
Liabilities$0
Net Assets$126,872
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2024: $9,423Expenses 2024: $11,081Net Income 2024: -$1,6582024

Highlighted filing

2024

Revenue$9,423
Expenses$11,081
Net Income-$1,658
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,872
Liabilities
$0
Net assets
$126,872
Revenue
$9,423
Expenses
$11,081
Net income
-$1,658
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.11$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 31, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM CLYDE SURLESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
A C Kootz Foundation
EIN
99-6737509
Phone
2623919072
Address
PO BOX 57, NASHOTAH, WI 53058

Signing Officer

Name
William Clyde Surles
Title
Trustee
Phone
2623919072
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Hartwig Norman & Shannon Llp
Address
2831 N GRANDVIEW BLVD STE 110, PEWAUKEE, WI 53072
Preparer
Martin Hartwig CPA
Phone
2625249035
Raw XML Appendix305 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153227
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd753029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd853703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd953208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1053202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1153119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05077
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05173
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09165
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04088
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05173
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0128530
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SEE STATEMENT ATTACHED
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0116
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt125
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt02023 FEDERAL TAXES PD MAY 2024
TaxesSchedule/TaxesDetail/CategoryTxt1ARTHUR C EXTENSION PD 6-14 FIDEL
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0116
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM CLYDE SURLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02623919072
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A C KOOTZ FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WILLIAM C SURLES
ReturnHeader/Filer/BusinessNameControlTxt0ACKO
ReturnHeader/Filer/EIN0996737509
ReturnHeader/Filer/PhoneNum02623919072
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 57
ReturnHeader/Filer/USAddress/CityNm0NASHOTAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053058
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391249165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARTWIG NORMAN & SHANNON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02831 N GRANDVIEW BLVD STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053072
ReturnHeader/PreparerPersonGrp/PhoneNum02625249035
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN HARTWIG CPA
ReturnHeader/ReturnTs02025-11-12T11:14:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-31
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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