Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2018 • EIN 23-7167059

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 11, 2019

Organization ProfileNONE
418 N Lawe StAppleton, WI 54911-5523

(920) 731-1316

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$90,208

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

1.9%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$685,340

Up $33,190 (+5.1%) from 2017

Net Assets

Up

$672,656

Up $38,125 (+6.0%) from 2017

Liabilities

Down

$12,684

Down $4,935 (-28%) from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin71st percentile

Revenue

Up

$770,979

Up $14,434 (+1.9%) from 2017

Expenses

Down

$662,326

Down $31,902 (-4.6%) from 2017

Net Income

Up

$108,653

Up $46,336 (+74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.0M$500K$0Assets 2010: $628,394Liabilities 2010: $18,897Net Assets 2010: $609,4972010Assets 2011: $645,233Liabilities 2011: $19,531Net Assets 2011: $625,7022011Assets 2012: $678,199Liabilities 2012: $56,298Net Assets 2012: $621,9012012Assets 2013: $634,392Liabilities 2013: $41,567Net Assets 2013: $592,8252013Assets 2014: $588,136Liabilities 2014: $19,663Net Assets 2014: $568,4732014Assets 2015: $580,380Liabilities 2015: $30,645Net Assets 2015: $549,7352015Assets 2016: $584,821Liabilities 2016: $20,852Net Assets 2016: $563,9692016Assets 2017: $652,150Liabilities 2017: $17,619Net Assets 2017: $634,5312017Assets 2018: $685,340Liabilities 2018: $12,684Net Assets 2018: $672,6562018Assets 2019: $796,689Liabilities 2019: $154,799Net Assets 2019: $641,8902019Assets 2020: $823,222Liabilities 2020: $171,353Net Assets 2020: $651,8692020Assets 2021: $868,604Liabilities 2021: $218,279Net Assets 2021: $650,3252021Assets 2022: $710,039Liabilities 2022: $37,655Net Assets 2022: $672,3842022Assets 2023: $709,087Liabilities 2023: $52,149Net Assets 2023: $656,9382023Assets 2024: $610,521Liabilities 2024: $31,077Net Assets 2024: $579,4442024

Highlighted filing

2018

Assets$685,340
Liabilities$12,684
Net Assets$672,656
Open 2018 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $489,5572010Expenses 2011: $498,2882011Expenses 2012: $560,4862012Revenue 2013: $524,763Expenses 2013: $554,970Net Income 2013: -$30,2072013Revenue 2014: $546,336Expenses 2014: $570,688Net Income 2014: -$24,3522014Revenue 2015: $649,900Expenses 2015: $663,639Net Income 2015: -$13,7392015Revenue 2016: $695,718Expenses 2016: $684,843Net Income 2016: $10,8752016Revenue 2017: $756,545Expenses 2017: $694,228Net Income 2017: $62,3172017Revenue 2018: $770,979Expenses 2018: $662,326Net Income 2018: $108,6532018Revenue 2019: $709,277Expenses 2019: $666,662Net Income 2019: $42,6152019Revenue 2020: $667,573Expenses 2020: $663,133Net Income 2020: $4,4402020Revenue 2021: $641,712Expenses 2021: $651,691Net Income 2021: -$9,9792021Revenue 2022: $775,835Expenses 2022: $740,726Net Income 2022: $35,1092022Revenue 2023: $787,861Expenses 2023: $810,574Net Income 2023: -$22,7132023Revenue 2024: $741,839Expenses 2024: $830,980Net Income 2024: -$89,1412024

Highlighted filing

2018

Revenue$770,979
Expenses$662,326
Net Income$108,653
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 11, 2019
Return Version
2018v3.1
Gross Receipts
$770,979
Mission and Program Overview

Mission

To provide residential services to individuals with mental health and aoda.

To provide a residential facility for individuals who have alcohol or drug dependency problems and those who were released from prison.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$444,408$450,144▲ $5,736
Land, Buildings, and Equipment, Net$77,367$94,519▲ $17,152
Accounts Receivable$64,359$74,949▲ $10,590
Prepaid Expenses and Deferred Charges-$5,039-
Total Assets$652,150$685,340▲ $33,190
Other Assets Total$66,016$60,689▼ $5,327
Liabilities
Accounts Payable and Accrued Expenses$17,619$12,684▼ $4,935
Total Liabilities$17,619$12,684▼ $4,935
Net Assets / Fund Balance
Unrestricted Net Assets$634,531$672,656▲ $38,125
Total Net Assets Fund Balance$634,531$672,656▲ $38,125
Total Liabilities and Net Assets / Fund Balance$652,150$685,340▲ $33,190

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$47,123$304,908$352,031
Other Land Buildings$25,842$59,557$85,399
Equipment$9,554$19,025$28,579
Land$12,000-$12,000
Other Assets Org$60,689--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$66,016-▼ $4,370-$60,689
2017$57,018-▲ $9,913-$66,016
2016$53,659-▲ $4,267-$57,018
2015$56,164-▼ $1,656-$53,659
2014$54,882-▲ $2,133-$56,164
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann LuxExecutive DiFT$90,208$90,208

Board Members and Trustees

NameTitle
James HietpasPresident
Jan ThompsonDirector
Luke JacobsDirector
Stephanie FergusonDirector
Michell Kennedy-coenenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102
Program Service Revenue
$768,429
Investment Income
$1,375
Other Revenue
$1,073
All Other Contributions
$102
Change in Net Assets
$108,653

Audited Revenue Reconciliation

Revenue per Audited Statements
$770,979
Total Revenue per Audited Statements
$770,979
Total Revenue per Form 990
$770,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$511,479
Other Expenses$150,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$302,596$26,312-$328,908
Current Officers, Directors, Trustees, and Key Employees$82,991$7,217-$90,208
Other Employee Benefits$56,601$4,922-$61,523
Payroll Taxes$28,372$2,468-$30,840
Insurance$18,807$3,319-$22,126
Fees for Services Accounting-$14,381-$14,381
Depreciation Depletion$13,566$714-$14,280
Fees for Services Other$6,721$4,880-$11,601
Other Expenses$7,987--$7,987
All Other Expenses$3,435$956-$4,391
Travel$3,187$355-$3,542
Office Expenses$30$1,852-$1,882
Conferences and Meetings$1,627$181-$1,808
Fees for Services Legal-$873-$873
Total Functional Expenses$593,896$68,430$0$662,326

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$662,326
Total Expenses per Audited Statements$662,326
Total Expenses per Form 990$662,326
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
Audit committee
Yes
Backup withholding compliance
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

“990 was reviewed by the executive director before being filed.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Villa Phoenix Inc
EIN
23-7167059
Phone
9207311316
Address
418 N LAWE ST, APPLETON, WI 54911-5523

Signing Officer

Name
Ann Lux
Title
Executive Director
Phone
9207311316
Signed
2019-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Lux
Formed
1971
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
16

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Jami Johnson
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Refund to county -65,201 loss on assets at the community fdn -5,327 total -70,528”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's intended use of its endowment funds is to generate income to support the needs of the organization.”

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IRS990ScheduleA/TotalSupportAmt03419367
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0304908
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4370
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IRS990ScheduleD/RevenueSubtotalAmt0770979
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO GENERATE INCOME TO SUPPORT THE NEEDS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt060689
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IRS990ScheduleD/TotalRevenuePerForm990Amt0770979
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REFUND TO COUNTY -65,201 LOSS ON ASSETS AT THE COMMUNITY FDN -5,327 TOTAL -70,528
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalEmployeeCnt016
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VILLA PHOENIX INC
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ReturnHeader/FilingSecurityInformation/IPTm010:45:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$685,340
Liabilities
$12,684
Net assets
$672,656
Revenue
$770,979
Expenses
$662,326
Net income
$108,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.11$0.31$5.79$7.42$8.31$0.89
2023Detailed filing. Detailed filing data is available for this year.$7.09$0.52$6.57$7.88$8.11$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.10$0.38$6.72$7.76$7.41$0.35
2021Detailed filing. Detailed filing data is available for this year.$8.69$2.18$6.50$6.42$6.52$0.10
2020Detailed filing. Detailed filing data is available for this year.$8.23$1.71$6.52$6.68$6.63$0.04
2019Detailed filing. Detailed filing data is available for this year.$7.97$1.55$6.42$7.09$6.67$0.43
2018Detailed filing. Detailed filing data is available for this year.$6.85$0.13$6.73$7.71$6.62$1.09
2017Detailed filing. Detailed filing data is available for this year.$6.52$0.18$6.35$7.57$6.94$0.62
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.21$5.64$6.96$6.85$0.11
2015Detailed filing. Detailed filing data is available for this year.$5.80$0.31$5.50$6.50$6.64$0.14
2014Detailed filing. Detailed filing data is available for this year.$5.88$0.20$5.68$5.46$5.71$0.24
2013Detailed filing. Detailed filing data is available for this year.$6.34$0.42$5.93$5.25$5.55$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.56$6.22$5.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.20$6.26$4.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.28$0.19$6.09$4.90