Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2020 • EIN 23-7167059

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 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

70th percentile

0.21x

Higher debt load relative to assets than 70% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.26x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

39th percentile

0.7%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

89th percentile

$104,349

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

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

Asset Growth

43rd percentile

3.3%

Faster asset growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-5.9%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$823,222

Up $26,533 (+3.3%) from 2019

Net Assets

Up

$651,869

Up $9,979 (+1.6%) from 2019

Liabilities

Up

$171,353

Up $16,554 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin39th percentile

Revenue

Down

$667,573

Down $41,704 (-5.9%) from 2019

Expenses

Down

$663,133

Down $3,529 (-0.5%) from 2019

Net Income

Down

$4,440

Down $38,175 (-90%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$823,222
Liabilities$171,353
Net Assets$651,869
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$667,573
Expenses$663,133
Net Income$4,440
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2022
Return Version
2020v4.0
Gross Receipts
$667,573
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$507,455$316,591▼ $190,864
Cash and Non-Interest-Bearing Accounts-$260,851-
Land, Buildings, and Equipment, Net$130,223$119,281▼ $10,942
Accounts Receivable$85,413$46,760▼ $38,653
Prepaid Expenses and Deferred Charges$2,891$3,493▲ $602
Total Assets$796,689$823,222▲ $26,533
Other Assets Total$70,707$76,246▲ $5,539
Liabilities
Accounts Payable and Accrued Expenses$154,799$171,353▲ $16,554
Total Liabilities$154,799$171,353▲ $16,554
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$641,890$651,869▲ $9,979
Total Net Assets Fund Balance$641,890$651,869▲ $9,979
Total Liabilities and Net Assets / Fund Balance$796,689$823,222▲ $26,533

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$79,854$319,186$399,040
Other Land Buildings$21,942$59,952$81,894
Equipment$5,485$23,963$29,448
Land$12,000-$12,000
Other Assets Org$76,246--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$70,707-▲ $6,179-$76,246
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
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ann LuxExecutive DiFT$104,349$104,349

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$970
Program Service Revenue
$662,947
Investment Income
$1,283
Other Revenue
$2,373
All Other Contributions
$970
Change in Net Assets
$4,440

Audited Revenue Reconciliation

Revenue per Audited Statements
$667,573
Total Revenue per Audited Statements
$667,573
Total Revenue per Form 990
$667,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$502,703
Other Expenses$160,430
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$300,289$26,112-$326,401
Current Officers, Directors, Trustees, and Key Employees$96,001$8,348-$104,349
Other Employee Benefits$36,467$3,171-$39,638
Payroll Taxes$29,730$2,585-$32,315
Insurance$21,528$3,799-$25,327
Fees for Services Accounting-$13,670-$13,670
All Other Expenses$12,730$307-$13,037
Depreciation Depletion$12,362$651-$13,013
Other Expenses$10,751$10,500-$10,500
Fees for Services Other-$9,245-$9,245
Conferences and Meetings$2,358$262-$2,620
Travel$1,639$182-$1,821
Office Expenses$142$1,538-$1,680
Fees for Services Legal-$399-$399
Total Functional Expenses$582,364$80,769$0$663,133

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$663,133
Total Expenses per Audited Statements$663,133
Total Expenses per Form 990$663,133
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
2022-07-28
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
15

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 5,539”

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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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 5,539
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-28
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ReturnHeader/ReturnTs02022-07-28T14:06:03-05:00
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$823,222
Liabilities
$171,353
Net assets
$651,869
Revenue
$667,573
Expenses
$663,133
Net income
$4,440
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