Civic Intelligence

Portage Area United Fund Inc.

EIN 23-7166773 • 501(c)3 • Portage, WI

Pub. 78 Eligible

Profile

Aid charitable organizations

PO Box 354Portage, WI 53901

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.56x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.77x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$80,861

Up $16,842 (+26%) from 2023

Liabilities

Down

$45,100

Down $10,500 (-19%) from 2023

Net Assets

Up

$35,761

Up $27,342 (+325%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin88th percentile

Revenue

Up

$58,841

Up $8,789 (+18%) from 2023

Expenses

Down

$31,499

Down $27,060 (-46%) from 2023

Net Income

Up

$27,342

Up $35,849 (+421%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2010: $116,702Liabilities 2010: $43,620Net Assets 2010: $73,0822010Assets 2011: $140,199Liabilities 2011: $59,366Net Assets 2011: $80,8332011Assets 2012: $145,240Liabilities 2012: $78,700Net Assets 2012: $66,5402012Assets 2013: $130,566Liabilities 2013: $82,400Net Assets 2013: $48,1662013Assets 2014: $114,368Liabilities 2014: $75,900Net Assets 2014: $38,4682014Assets 2015: $98,591Liabilities 2015: $66,400Net Assets 2015: $32,1912015Assets 2016: $84,231Liabilities 2016: $54,400Net Assets 2016: $29,8312016Assets 2017: $77,465Liabilities 2017: $53,400Net Assets 2017: $24,0652017Assets 2018: $67,157Liabilities 2018: $54,100Net Assets 2018: $13,0572018Assets 2020: $83,649Liabilities 2020: $65,500Net Assets 2020: $18,1492020Assets 2021: $51,279Liabilities 2021: $40,413Net Assets 2021: $10,8662021Assets 2022: $51,151Liabilities 2022: $34,225Net Assets 2022: $16,9262022Assets 2023: $64,019Liabilities 2023: $55,600Net Assets 2023: $8,4192023Assets 2024: $80,861Liabilities 2024: $45,100Net Assets 2024: $35,7612024

Highlighted filing

2024

Assets$80,861
Liabilities$45,100
Net Assets$35,761
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2010: $59,472Expenses 2010: $46,482Net Income 2010: $12,9902010Revenue 2011: $65,070Expenses 2011: $57,319Net Income 2011: $7,7512011Revenue 2012: $68,783Expenses 2012: $83,076Net Income 2012: -$14,2932012Revenue 2013: $68,156Expenses 2013: $86,530Net Income 2013: -$18,3742013Revenue 2014: $69,076Expenses 2014: $78,774Net Income 2014: -$9,6982014Revenue 2015: $53,903Expenses 2015: $60,180Net Income 2015: -$6,2772015Revenue 2016: $51,173Expenses 2016: $53,533Net Income 2016: -$2,3602016Revenue 2017: $54,409Expenses 2017: $60,175Net Income 2017: -$5,7662017Revenue 2018: $45,049Expenses 2018: $56,057Net Income 2018: -$11,0082018Revenue 2020: $94,970Expenses 2020: $74,721Net Income 2020: $20,2492020Revenue 2021: $30,274Expenses 2021: $37,557Net Income 2021: -$7,2832021Revenue 2022: $45,304Expenses 2022: $39,244Net Income 2022: $6,0602022Revenue 2023: $50,052Expenses 2023: $58,559Net Income 2023: -$8,5072023Revenue 2024: $58,841Expenses 2024: $31,499Net Income 2024: $27,3422024

Highlighted filing

2024

Revenue$58,841
Expenses$31,499
Net Income$27,342
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$80,861
Liabilities
$45,100
Net assets
$35,761
Revenue
$58,841
Expenses
$31,499
Net income
$27,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.45$0.36$0.59$0.31$0.27
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.56$0.08$0.50$0.59$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.34$0.17$0.45$0.39$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.40$0.11$0.30$0.38$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.66$0.18$0.95$0.75$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.54$0.13$0.45$0.56$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.53$0.24$0.54$0.60$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.54$0.30$0.51$0.54$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.66$0.32$0.54$0.60$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.76$0.38$0.69$0.79$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.82$0.48$0.68$0.87$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.79$0.67$0.69$0.83$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.59$0.81$0.65$0.57$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.44$0.73$0.59$0.46$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$58,841
Mission and Program Overview

Mission

Aid charitable organizations

Program Services

DescriptionGrantsExpenses
SOLICIT FUNDS FROM INDIVIDUALS & BUSINESSES. REDISTRIBUTE FUNDS TO VARIOUS CHARITABLE ORGANIZATIONS WITHIN COLUMBIA COUNTY.$28,606$29,956
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT HARTLEYPresident-$0--
MITCHEL CRAIGDirector-$0--
HEATHER MEYERTreasurer-$0--
ROGER BRANDNERDirector-$0--
TROY HAASEDirector-$0--
JOLENE WHEELERDirector-$0--
SUZANNE HOPPEDirector-$0--
DEBBIE BIRDDirector-$0--
JOSH SWEENDirector-$0--
KLAY VEHRINGVice Preside-$0--
KEITH KLAFKEDirector-$0--
KARI DUEDirector-$0--
JACKIE STANLEYDirector-$0--
JENNIFER KINZLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Portage Area United Fund Inc
EIN
23-7166773
Phone
6087423036
Address
PO BOX 354, PORTAGE, WI 53901

Signing Officer

Name
Pat Hartley
Title
President
Phone
6087423036
Signed
2025-11-05
Discuss with paid preparer
Yes

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-ez, Part I, Line 10

“United way of america dues to national org 1,350”

Form 990-ez, Part I, Line 10

“Name: various nonprfit organizations cash contribution: 28,606”

Form 990-ez, Part I, Line 16

“Expenses postage & shipping 186 licenses 107 professional fees 1,250 total 1,543”

Form 990-ez, Part II, Line 26

“Grants payable 55,600 45,100”

Raw XML Appendix177 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNITED WAY OF AMERICA DUES TO NATIONAL ORG 1,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: VARIOUS NONPRFIT ORGANIZATIONS CASH CONTRIBUTION: 28,606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES POSTAGE & SHIPPING 186 LICENSES 107 PROFESSIONAL FEES 1,250 TOTAL 1,543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS PAYABLE 55,600 45,100
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodEndDt02024-12-31
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