Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2019 • EIN 23-7167059

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 20, 2022

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

73rd percentile

0.19x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.22x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

56th percentile

6.0%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$93,679

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-8.0%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$796,689

Up $111,349 (+16%) from 2018

Net Assets

Down

$641,890

Down $30,766 (-4.6%) from 2018

Liabilities

Up

$154,799

Up $142,115 (+1120%) from 2018

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin56th percentile

Revenue

Down

$709,277

Down $61,702 (-8.0%) from 2018

Expenses

Up

$666,662

Up $4,336 (+0.7%) from 2018

Net Income

Down

$42,615

Down $66,038 (-61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$796,689
Liabilities$154,799
Net Assets$641,890
Open 2019 Filing

Operations Trend

Revenue Growth27th 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

2019

Revenue$709,277
Expenses$666,662
Net Income$42,615
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 20, 2022
Return Version
2019v5.0
Gross Receipts
$709,277
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$450,144$507,455▲ $57,311
Land, Buildings, and Equipment, Net$94,519$130,223▲ $35,704
Accounts Receivable$74,949$85,413▲ $10,464
Prepaid Expenses and Deferred Charges$5,039$2,891▼ $2,148
Total Assets$685,340$796,689▲ $111,349
Other Assets Total$60,689$70,707▲ $10,018
Liabilities
Accounts Payable and Accrued Expenses$12,684$154,799▲ $142,115
Total Liabilities$12,684$154,799▲ $142,115
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$672,656$641,890▼ $30,766
Total Net Assets Fund Balance$672,656$641,890▼ $30,766
Total Liabilities and Net Assets / Fund Balance$685,340$796,689▲ $111,349

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$86,173$311,996$398,169
Other Land Buildings$24,101$57,179$81,280
Equipment$7,949$21,499$29,448
Land$12,000-$12,000
Other Assets Org$70,707--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$60,689-▲ $10,698-$70,707
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
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann LuxExecutive DiFT$93,679$93,679

Board Members and Trustees

NameTitle
James HietpasPresident
Jan ThompsonSecretary
Luke JacobsTreasurer
Stephanie FergusonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$49
Program Service Revenue
$704,738
Investment Income
$1,796
Other Revenue
$2,694
All Other Contributions
$49
Change in Net Assets
$42,615

Audited Revenue Reconciliation

Revenue per Audited Statements
$709,277
Total Revenue per Audited Statements
$709,277
Total Revenue per Form 990
$709,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$503,201
Other Expenses$163,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$301,619$26,228-$327,847
Current Officers, Directors, Trustees, and Key Employees$86,185$7,494-$93,679
Other Employee Benefits$47,047$4,091-$51,138
Payroll Taxes$28,094$2,443-$30,537
Insurance$20,110$3,548-$23,658
Depreciation Depletion$12,351$651-$13,002
Fees for Services Accounting-$12,968-$12,968
Fees for Services Other-$10,210-$10,210
Other Expenses$6,702--$6,702
Office Expenses$264$5,599-$5,863
All Other Expenses$4,461$440-$4,901
Travel$3,755$417-$4,172
Conferences and Meetings$2,776$309-$3,085
Total Functional Expenses$592,264$74,398$0$666,662

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$666,662
Total Expenses per Audited Statements$666,662
Total Expenses per Form 990$666,662
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

“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
2022-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Lux
Formed
1971
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
18

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

“Gain on investment in community fdtn 10,018 refund to county -83,399 total -73,381”

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/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0694748
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0648853
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03570354
IRS990ScheduleA/TotalSupportAmt03582308
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt086173
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0311996
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0398169
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0680
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt060689
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt070707
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0957
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt066016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt060689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4370
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0915
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt057018
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt066016
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0908
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt053659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt057018
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04267
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0849
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt056164
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt053659
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1656
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt07949
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021499
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029448
IRS990ScheduleD/ExpensesSubtotalAmt0666662
IRS990ScheduleD/LandGrp/BookValueAmt012000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt070707
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS AT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024101
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt057179
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt081280
IRS990ScheduleD/RevenueSubtotalAmt0709277
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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130223
IRS990ScheduleD/TotalBookValueOtherAssetsAmt070707
IRS990ScheduleD/TotalExpensesPerForm990Amt0666662
IRS990ScheduleD/TotalRevenuePerForm990Amt0709277
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0709277
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0666662
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GAIN ON INVESTMENT IN COMMUNITY FDTN 10,018 REFUND TO COUNTY -83,399 TOTAL -73,381
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt0685340
IRS990/TotalAssetsEOYAmt0796689
IRS990/TotalAssetsGrp/BOYAmt0685340
IRS990/TotalAssetsGrp/EOYAmt0796689
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt049
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074398
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0592264
IRS990/TotalFunctionalExpensesGrp/TotalAmt0666662
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012684
IRS990/TotalLiabilitiesEOYAmt0154799
IRS990/TotalLiabilitiesGrp/BOYAmt012684
IRS990/TotalLiabilitiesGrp/EOYAmt0154799
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0672656
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0641890
IRS990/TotalProgramServiceExpensesAmt0592264
IRS990/TotalProgramServiceRevenueAmt0704738
IRS990/TotalReportableCompFromOrgAmt093679
IRS990/TotalRevenueGrp/ExclusionAmt01796
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0707432
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0709277
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0685340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0796689
IRS990/TravelGrp/ManagementAndGeneralAmt0417
IRS990/TravelGrp/ProgramServicesAmt03755
IRS990/TravelGrp/TotalAmt04172
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0418 N LAWE STREET
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054911
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09207311316
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VILLA PHOENIX INC
ReturnHeader/Filer/BusinessNameControlTxt0VILL
ReturnHeader/Filer/EIN0237167059
ReturnHeader/Filer/PhoneNum09207311316
ReturnHeader/Filer/USAddress/AddressLine1Txt0418 N LAWE ST
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549115523
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG HEINO
ReturnHeader/ReturnTs02022-06-20T15:34:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$796,689
Liabilities
$154,799
Net assets
$641,890
Revenue
$709,277
Expenses
$666,662
Net income
$42,615
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