Civic Intelligence

Preserve Appletons Heritage

EIN 20-1785034 • 501(c)3 • Appleton, MN

Profile

Preserve historical heritage of the appleton area

120 W Schlieman AveAppleton, MN 56208
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

89th percentile

67%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

164%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$386,125

Up $154,476 (+67%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$386,125

Up $154,476 (+67%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin91st percentile

Revenue

Up

$274,051

Up $170,115 (+164%) from 2024

Expenses

Down

$119,575

Down $5,223 (-4.2%) from 2024

Net Income

Up

$154,476

Up $175,338 (+840%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$400K$300K$200K$100K$0Assets 2024: $231,649Liabilities 2024: $0Net Assets 2024: $231,6492024Assets 2025: $386,125Liabilities 2025: $0Net Assets 2025: $386,1252025

Highlighted filing

2025

Assets$386,125
Liabilities$0
Net Assets$386,125
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KRevenue 2024: $103,936Expenses 2024: $124,798Net Income 2024: -$20,8622024Revenue 2025: $274,051Expenses 2025: $119,575Net Income 2025: $154,4762025

Highlighted filing

2025

Revenue$274,051
Expenses$119,575
Net Income$154,476
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$386,125
Liabilities
$0
Net assets
$386,125
Revenue
$274,051
Expenses
$119,575
Net income
$154,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$2.74$1.20$1.54
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$1.04$1.25$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 6, 2026
Return Version
2024v5.2
Gross Receipts
$274,051
Mission and Program Overview

Mission

Preserve historical heritage of the appleton area

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$103,922$367,713▲ $263,791
Land, Buildings, and Equipment, Net$12,001$12,001→ $0
Cash and Non-Interest-Bearing Accounts$115,726$6,411▼ $109,315
Total Assets$231,649$386,125▲ $154,476
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$231,649$386,125▲ $154,476
Total Net Assets Fund Balance$231,649$386,125▲ $154,476
Total Liabilities and Net Assets / Fund Balance$231,649$386,125▲ $154,476

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,001-$12,001
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Kerry Kolke BonkPresident
Kelsey TollefsonVice President
Brian WojtalewiczDirector
Kayla HabenDirector
Kristi FernholzDirector
Sara VacekDirector
Whitney MasseeDirector
Christina MasseeSectreas
Revenue and Support

Revenue Composition

Contributions and Grants
$245,512
Program Service Revenue
$0
Investment Income
$4,634
Other Revenue
$23,905
All Other Contributions
$49,127
Change in Net Assets
$154,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,378
Grants and Similar Amounts Paid$197
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$20,190--$20,190
Insurance$13,193--$13,193
Fees for Services Accounting$235--$235
Office Expenses$207--$207
Grants to Domestic Orgs$197--$197
Advertising$59--$59
Total Functional Expenses$119,575$0$0$119,575
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Officer directors etc family relationship Part VI line 2

“2 DIRECTORS ARE RELATED”

Members or stockholder classes and rights Part VI line 6

“Members pay dues to be a member but with no rights.”

Governing body meeting documentation Part VI line 8A

“Organizations keeps minutes of meetings”

Committee meeting documentation Part VI line 8B

“Committees when they meet minutes are kept”

Form 990 governing body review Part VI line 11

“Board reviews the 990 before filing”

Governing documents etc available to public Part VI line 19

“The 990 is available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Preserve Appletons Heritage
EIN
20-1785034
In Care Of
% KRISTINA MASSY
Phone
3202891454
Address
120 W SCHLIEMAN AVE, APPLETON, MN 56208

Signing Officer

Name
Kristina Massy
Title
Sec Treas
Phone
3202891454
Signed
2026-01-06
Discuss with paid preparer
No

Organization Details

Formed
2004
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Johnson & Roggenbuck Pa
Address
105 NW 2ND STREET, ORTONVILLE, MN 56278
Preparer
Blair J Johnson
Phone
3208393459
Raw XML Appendix347 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECTREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/GoverningBodyVotingMembersCnt08
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINA MASSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum03202891454
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRESERVE APPLETONS HERITAGE
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0201785034
ReturnHeader/Filer/InCareOfNm0% KRISTINA MASSY
ReturnHeader/Filer/PhoneNum03202891454
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 W SCHLIEMAN AVE
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472405890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON & ROGGENBUCK PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 NW 2ND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORTONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056278
ReturnHeader/PreparerPersonGrp/PhoneNum03208393459
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAIR J JOHNSON
ReturnHeader/ReturnTs02026-02-10T09:08:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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