Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2022 • EIN 23-7167059

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 04, 2024

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

61st percentile

0.05x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.05x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

47th percentile

4.5%

Higher net margin than 47% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

89th percentile

$107,233

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

12th percentile

-18%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

21%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$710,039

Down $158,565 (-18%) from 2021

Net Assets

Up

$672,384

Up $22,059 (+3.4%) from 2021

Liabilities

Down

$37,655

Down $180,624 (-83%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin47th percentile

Revenue

Up

$775,835

Up $134,123 (+21%) from 2021

Expenses

Up

$740,726

Up $89,035 (+14%) from 2021

Net Income

Up

$35,109

Up $45,088 (+452%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$710,039
Liabilities$37,655
Net Assets$672,384
Open 2022 Filing

Operations Trend

Revenue Growth63rd 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

2022

Revenue$775,835
Expenses$740,726
Net Income$35,109
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 4, 2024
Return Version
2022v5.0
Gross Receipts
$775,835
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$317,297$318,276▲ $979
Land, Buildings, and Equipment, Net$106,341$129,021▲ $22,680
Cash and Non-Interest-Bearing Accounts$254,212$121,098▼ $133,114
Accounts Receivable$102,820$67,933▼ $34,887
Prepaid Expenses and Deferred Charges$3,253$2,080▼ $1,173
Total Assets$868,604$710,039▼ $158,565
Other Assets Total$84,681$71,631▼ $13,050
Liabilities
Accounts Payable and Accrued Expenses$218,279$37,655▼ $180,624
Total Liabilities$218,279$37,655▼ $180,624
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$650,325$672,384▲ $22,059
Total Net Assets Fund Balance$650,325$672,384▲ $22,059
Total Liabilities and Net Assets / Fund Balance$868,604$710,039▼ $158,565

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$96,566$334,766$431,332
Other Land Buildings$19,899$65,400$85,299
Equipment$556$28,892$29,448
Land$12,000-$12,000
Other Assets Org$71,631--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$76,246-▲ $9,202-$84,681
2020$70,707-▲ $6,179-$76,246
2019$60,689-▲ $10,698-$70,707
2018$66,016-▼ $4,370-$60,689
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleBaseTotal
Ann LuxExecutive Di$107,233$107,233

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,400
Program Service Revenue
$773,456
Investment Income
$979
Other Revenue
$0
All Other Contributions
$1,400
Change in Net Assets
$35,109

Audited Revenue Reconciliation

Revenue per Audited Statements
$775,835
Total Revenue per Audited Statements
$775,835
Total Revenue per Form 990
$775,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$551,930
Other Expenses$188,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$440,123$38,272-$478,395
Other Employee Benefits$34,480$2,999-$37,479
Payroll Taxes$33,171$2,885-$36,056
Insurance$28,435$5,017-$33,452
Fees for Services Other$12,555$10,801-$23,356
Depreciation Depletion$13,543$713-$14,256
Fees for Services Accounting-$14,154-$14,154
All Other Expenses$8,633$4,057-$12,690
Other Expenses$8,470--$8,470
Conferences and Meetings$2,437$271-$2,708
Travel$2,263$251-$2,514
Office Expenses$107$1,982-$2,089
Total Functional Expenses$659,324$81,402$0$740,726

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$740,726
Total Expenses per Audited Statements$740,726
Total Expenses per Form 990$740,726
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
2024-03-04
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
19

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

“Loss on investment in community fdtn -13,050”

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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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0334766
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0431332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0768
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt076246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt084681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09202
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt070707
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt076246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06179
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0680
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt060689
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt070707
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010698
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0957
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt066016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt060689
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4370
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0556
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028892
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029448
IRS990ScheduleD/ExpensesSubtotalAmt0740726
IRS990ScheduleD/LandGrp/BookValueAmt012000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt071631
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS AT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019899
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065400
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt085299
IRS990ScheduleD/RevenueSubtotalAmt0775835
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/TotalBookValueLandBuildingsAmt0129021
IRS990ScheduleD/TotalBookValueOtherAssetsAmt071631
IRS990ScheduleD/TotalExpensesPerForm990Amt0740726
IRS990ScheduleD/TotalRevenuePerForm990Amt0775835
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0775835
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0740726
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/ExplanationTxt2LOSS ON INVESTMENT IN COMMUNITY FDTN -13,050
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/TotalAssetsBOYAmt0868604
IRS990/TotalAssetsEOYAmt0710039
IRS990/TotalAssetsGrp/BOYAmt0868604
IRS990/TotalAssetsGrp/EOYAmt0710039
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01400
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081402
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0659324
IRS990/TotalFunctionalExpensesGrp/TotalAmt0740726
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0218279
IRS990/TotalLiabilitiesEOYAmt037655
IRS990/TotalLiabilitiesGrp/BOYAmt0218279
IRS990/TotalLiabilitiesGrp/EOYAmt037655
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0650325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0672384
IRS990/TotalProgramServiceExpensesAmt0659324
IRS990/TotalProgramServiceRevenueAmt0773456
IRS990/TotalReportableCompFromOrgAmt0107233
IRS990/TotalRevenueGrp/ExclusionAmt0979
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0773456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0775835
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0868604
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0710039
IRS990/TravelGrp/ManagementAndGeneralAmt0251
IRS990/TravelGrp/ProgramServicesAmt02263
IRS990/TravelGrp/TotalAmt02514
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0418 N LAWE STREET
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054911
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09207311316
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-04
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG HEINO
ReturnHeader/ReturnTs02024-03-04T11:49:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUX
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$710,039
Liabilities
$37,655
Net assets
$672,384
Revenue
$775,835
Expenses
$740,726
Net income
$35,109
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