Civic Intelligence

Portage Area Community Charitable Trust

EIN 14-6268845 • 501(c)3 • Portage, WI

Profile

The purpose of the trust is to receive and accept property to be administered exclusively for charitable purposes, primarly in, and for the benefit of the people of the metropolitan area of portage, wi.

PO Box 715Portage, WI 53901

positivelyportage.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$803,394

Up $159,570 (+25%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$803,394

Up $159,570 (+25%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin90th percentile

Revenue

Down

$148,720

Down $48,550 (-25%) from 2024

Expenses

Up

$72,223

Up $20,752 (+40%) from 2024

Net Income

Down

$76,497

Down $69,302 (-48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$1.0M$500K$0Assets 2018: $55,100Net Assets 2018: $55,1002018Assets 2019: $166,236Net Assets 2019: $166,2362019Assets 2020: $261,161Net Assets 2020: $261,1612020Assets 2021: $282,677Net Assets 2021: $282,6772021Assets 2022: $508,312Liabilities 2022: $0Net Assets 2022: $508,3122022Assets 2023: $454,395Liabilities 2023: $0Net Assets 2023: $454,3952023Assets 2024: $643,824Liabilities 2024: $0Net Assets 2024: $643,8242024Assets 2025: $803,394Liabilities 2025: $0Net Assets 2025: $803,3942025

Highlighted filing

2025

Assets$803,394
Liabilities$0
Net Assets$803,394
Open 2025 Filing

Operations Trend

Revenue Growth14th percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $53,867Expenses 2018: $24,421Net Income 2018: $29,4462018Revenue 2019: $123,755Expenses 2019: $15,149Net Income 2019: $108,6062019Revenue 2020: $157,757Expenses 2020: $55,250Net Income 2020: $102,5072020Revenue 2021: $195,127Expenses 2021: $130,170Net Income 2021: $64,9572021Revenue 2022: $294,336Expenses 2022: $63,349Net Income 2022: $230,9872022Revenue 2023: $115,987Expenses 2023: $172,054Net Income 2023: -$56,0672023Revenue 2024: $197,270Expenses 2024: $51,471Net Income 2024: $145,7992024Revenue 2025: $148,720Expenses 2025: $72,223Net Income 2025: $76,4972025

Highlighted filing

2025

Revenue$148,720
Expenses$72,223
Net Income$76,497
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$803,394
Liabilities
$0
Net assets
$803,394
Revenue
$148,720
Expenses
$72,223
Net income
$76,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.03$0.00$8.03$1.49$0.72$0.76
2024Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$1.97$0.51$1.46
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$1.16$1.72$0.56
2022Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$2.94$0.63$2.31
2021Detailed filing. Detailed filing data is available for this year.$2.83$2.83$1.95$1.30$0.65
2020Detailed filing. Detailed filing data is available for this year.$2.61$2.61$1.58$0.55$1.03
2019Detailed filing. Detailed filing data is available for this year.$1.66$1.66$1.24$0.15$1.09
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.54$0.24$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 28, 2025
Return Version
2024v5.0
Gross Receipts
$148,720
Mission and Program Overview

Mission

The purpose of the trust is to receive and accept property to be administered exclusively for charitable purposes, primarly in, and for the benefit of the people of the metropolitan area of portage, wi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$489,187$654,723▲ $165,536
Cash and Non-Interest-Bearing Accounts$154,637$148,671▼ $5,966
Total Assets$643,824$803,394▲ $159,570
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$643,824$803,394▲ $159,570
Total Net Assets Fund Balance$643,824$803,394▲ $159,570
Total Liabilities and Net Assets / Fund Balance$643,824$803,394▲ $159,570
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Richard JacobsonPresident
Ed SteckBoard Member
Mike HurdBoard Member
Shane SchmidtTreasurer
Amanda Weyh-meissnerVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$130,349
Program Service Revenue
$0
Investment Income
$18,371
Other Revenue
$0
All Other Contributions
$130,349
Change in Net Assets
$76,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,718
Other Expenses$8,505
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,718--$63,718
Fees for Services Accounting-$2,100-$2,100
Fees for Services Other-$1,595-$1,595
Office Expenses-$965-$965
Other Expenses$3,615$230-$230
Total Functional Expenses$67,333$4,890$0$72,223
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
HaitiPortage, WI-Charitable Donation$32,266
Womens Civic LeaguePortage, WI-Charitable Donation$7,000
Summer Lunch ProgramPortage, WI-Charitable Donation$6,369
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“A copy of the governing documents will be provided upon written request.”

Filing and Contact Details

Filer

Filer Name
Portage Area Community Charitable
EIN
14-6268845
Phone
6087428841
Address
PO BOX 715, PORTAGE, WI 53901
Doing Business As
Positively Portage

Signing Officer

Name
Richard Jacobson
Title
President
Phone
6087425601
Signed
2025-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Jacobson
Formed
2005
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Miller Brussell Ebben & Glaeske LLC
Address
611 E WISCONSIN ST, PORTAGE, WI 53901
Preparer
Joseph R Peterson
Phone
6087422103
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“POSITIVELY PORTAGE”

Form 990, Page 2, Part III, Line 4D

“Grants/donations to other charitable organizations in greater portage, wi.”

Form 990, Part XI, Line 9

“Unrealized gain - broadcom 30,463 unrealized gain - manulife 2,878 unrealized gain - texas instruments 628 unrealized gain - abbie 1,295 unrealized gain - all state 3,610 unrealized gain - coca cola 2,752 unrealized gain - ibm 17,513 unrealized gain - verizon 268 unrealized gain - 3m 3,870 unrealized gain - mutual funds beasley 2,455 unrealized gain - abbie halasz 701 unrealized gain - enbridge halasz 2,068 unrealized gain - mutial funds kiwanis 233 unrealized gain - duke energy 2,670 unrealized gain - jp morgan 8,485 unrealized gain - solventum 790 unrealized gain - enbridge 4,329 unrealized gain - every 3,839 unrealized gain - home depot 858 unrealized gain - illinois tool 855 unrealized gain - johnson & johnson 556 unrealized gain - nutrient 1,262 unrealzied gain - starbucks 2,011 unrealized gain - us bancorp 1,818 unrealized gain - mutual funds skate park 584 unrealized gain - mutual funds library 411 unrealized gain - etf's beasley 322 unrealized gain - etf's library 1,535 unrealized loss - bce -4,228 unrealized loss - intel -2,136 unrealized loss - vf -249 unrealized loss - shell -420 unrealized loss - general mills -1,784 unrealized loss - kontoor -58 unrealized loss - merck -6,884 unrealized loss - shell halasz -227 total 83,073”

Raw XML Appendix326 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI.
IRS990/AllOtherContributionsAmt0130349
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SHANE SCHMIDT
IRS990/BooksInCareOfDetail/PhoneNum06087425601
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 W COOK ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTAGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053901
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0154637
IRS990/CashNonInterestBearingGrp/EOYAmt0148671
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0130349
IRS990/CYGrantsAndSimilarPaidAmt063718
IRS990/CYInvestmentIncomeAmt018371
IRS990/CYOtherExpensesAmt08505
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt076497
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt072223
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0148720
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANT/DONATION TO HAITI INTERNATIONAL RELIEF FUND
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0POSITIVELY PORTAGE
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt032266
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02100
IRS990/FeesForServicesAccountingGrp/TotalAmt02100
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01595
IRS990/FeesForServicesOtherGrp/TotalAmt01595
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE HURD
IRS990/Form990PartVIISectionAGrp/PersonNm1ED STECK
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm3SHANE SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm4AMANDA WEYH-MEISSNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt032266
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063718
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063718
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0148720
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt018371
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018371
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0489187
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0654723
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0643824
IRS990/NetAssetsOrFundBalancesEOYAmt0803394
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0643824
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0803394
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0965
IRS990/OfficeExpensesGrp/TotalAmt0965
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt083073
IRS990/OtherExpensesGrp/Desc0SKATE PARK
IRS990/OtherExpensesGrp/Desc1DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0230
IRS990/OtherExpensesGrp/ProgramServicesAmt03615
IRS990/OtherExpensesGrp/TotalAmt03615
IRS990/OtherExpensesGrp/TotalAmt1230
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD JACOBSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS/DONATIONS TO OTHER CHARITABLE ORGANIZATIONS IN GREATER PORTAGE, WI.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt035067
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt031452
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0181770
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt047957
IRS990/PYInvestmentIncomeAmt015500
IRS990/PYOtherExpensesAmt03514
IRS990/PYRevenuesLessExpensesAmt0145799
IRS990/PYTotalExpensesAmt051471
IRS990/PYTotalRevenueAmt0197270
IRS990/ReconcilationRevenueExpnssAmt076497
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0130349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0181770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0102420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0284200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0191488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0890227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018371
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058613
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02600
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93820
IRS990ScheduleA/PublicSupportPY170Pct00.95420
IRS990ScheduleA/PublicSupportTotal170Amt0890227
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0130349
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0181770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0102420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0284200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0191488
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0890227
IRS990ScheduleA/TotalSupportAmt0948840
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt032266
IRS990ScheduleI/RecipientTable/CashGrantAmt16369
IRS990ScheduleI/RecipientTable/CashGrantAmt27000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAITI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SUMMER LUNCH PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WOMENS CIVIC LEAGUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01088 SADDLE RIDGE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1301 E COLLINS ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2506 W EDGEWATER ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTAGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTAGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PORTAGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253901
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0POSITIVELY PORTAGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS/DONATIONS TO OTHER CHARITABLE ORGANIZATIONS IN GREATER PORTAGE, WI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE GOVERNING DOCUMENTS WILL BE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN - BROADCOM 30,463 UNREALIZED GAIN - MANULIFE 2,878 UNREALIZED GAIN - TEXAS INSTRUMENTS 628 UNREALIZED GAIN - ABBIE 1,295 UNREALIZED GAIN - ALL STATE 3,610 UNREALIZED GAIN - COCA COLA 2,752 UNREALIZED GAIN - IBM 17,513 UNREALIZED GAIN - VERIZON 268 UNREALIZED GAIN - 3M 3,870 UNREALIZED GAIN - MUTUAL FUNDS BEASLEY 2,455 UNREALIZED GAIN - ABBIE HALASZ 701 UNREALIZED GAIN - ENBRIDGE HALASZ 2,068 UNREALIZED GAIN - MUTIAL FUNDS KIWANIS 233 UNREALIZED GAIN - DUKE ENERGY 2,670 UNREALIZED GAIN - JP MORGAN 8,485 UNREALIZED GAIN - SOLVENTUM 790 UNREALIZED GAIN - ENBRIDGE 4,329 UNREALIZED GAIN - EVERY 3,839 UNREALIZED GAIN - HOME DEPOT 858 UNREALIZED GAIN - ILLINOIS TOOL 855 UNREALIZED GAIN - JOHNSON & JOHNSON 556 UNREALIZED GAIN - NUTRIENT 1,262 UNREALZIED GAIN - STARBUCKS 2,011 UNREALIZED GAIN - US BANCORP 1,818 UNREALIZED GAIN - MUTUAL FUNDS SKATE PARK 584 UNREALIZED GAIN - MUTUAL FUNDS LIBRARY 411 UNREALIZED GAIN - ETF'S BEASLEY 322 UNREALIZED GAIN - ETF'S LIBRARY 1,535 UNREALIZED LOSS - BCE -4,228 UNREALIZED LOSS - INTEL -2,136 UNREALIZED LOSS - VF -249 UNREALIZED LOSS - SHELL -420 UNREALIZED LOSS - GENERAL MILLS -1,784 UNREALIZED LOSS - KONTOOR -58 UNREALIZED LOSS - MERCK -6,884 UNREALIZED LOSS - SHELL HALASZ -227 TOTAL 83,073
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0643824
IRS990/TotalAssetsEOYAmt0803394
IRS990/TotalAssetsGrp/BOYAmt0643824
IRS990/TotalAssetsGrp/EOYAmt0803394
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0130349
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04890
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067333
IRS990/TotalFunctionalExpensesGrp/TotalAmt072223
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0643824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0803394
IRS990/TotalOtherProgSrvcExpenseAmt035067
IRS990/TotalOtherProgSrvcGrantAmt031452
IRS990/TotalProgramServiceExpensesAmt067333
IRS990/TotalRevenueGrp/ExclusionAmt018371
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0148720
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0643824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0803394
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01036 SADDLE RIDGE
IRS990/USAddress/CityNm0PORTAGE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053901
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0POSITIVELYPORTAGE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06087425601
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTAGE AREA COMMUNITY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0146268845
ReturnHeader/Filer/PhoneNum06087428841
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 715
ReturnHeader/Filer/USAddress/CityNm0PORTAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390888608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER BRUSSELL EBBEN & GLAESKE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 E WISCONSIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053901
ReturnHeader/PreparerPersonGrp/PhoneNum06087422103
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH R PETERSON
ReturnHeader/ReturnTs02025-08-25T14:53:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $500k-$1M nonprofits