Civic Intelligence

Villa Phoenix Inc.

990 • Fiscal year 2024 • EIN 23-7167059

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

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

62nd percentile

0.05x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.04x

Higher debt load relative to revenue than 60% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$563,338

Down $145,749 (-21%) from 2023

Net Assets

Down

$534,114

Down $122,824 (-19%) from 2023

Liabilities

Down

$29,224

Down $22,925 (-44%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin15th percentile

Revenue

Down

$687,031

Down $100,830 (-13%) from 2023

Expenses

Up

$821,518

Up $10,944 (+1.4%) from 2023

Net Income

Down

-$134,487

Down $111,774 (-492%) from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $563,338Liabilities 2024: $29,224Net Assets 2024: $534,1142024Assets 2024: $610,521Liabilities 2024: $31,077Net Assets 2024: $579,4442024

Highlighted filing

2024

Assets$563,338
Liabilities$29,224
Net Assets$534,114
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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: $687,031Expenses 2024: $821,518Net Income 2024: -$134,4872024Revenue 2024: $741,839Expenses 2024: $830,980Net Income 2024: -$89,1412024

Highlighted filing

2024

Revenue$687,031
Expenses$821,518
Net Income-$134,487
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$687,031
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$320,757$273,236▼ $47,521
Land, Buildings, and Equipment, Net$118,090$105,334▼ $12,756
Cash and Non-Interest-Bearing Accounts$119,150$47,443▼ $71,707
Accounts Receivable$64,425$38,998▼ $25,427
Prepaid Expenses and Deferred Charges$7,767$7,766▼ $1
Total Assets$709,087$563,338▼ $145,749
Other Assets Total$78,898$90,561▲ $11,663
Liabilities
Accounts Payable and Accrued Expenses$52,149$29,224▼ $22,925
Total Liabilities$52,149$29,224▼ $22,925
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$656,938$534,114▼ $122,824
Total Net Assets Fund Balance$656,938$534,114▼ $122,824
Total Liabilities and Net Assets / Fund Balance$709,087$563,338▼ $145,749

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$89,919$349,043$438,962
Other Land Buildings$14,863$61,724$76,587
Equipment$552$26,628$27,180
Other Assets Org$90,561--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$78,898-▲ $12,297-$90,561
2023$71,631-▲ $7,964-$78,898
2022$84,681-▼ $12,328-$71,631
2021$76,246-▲ $9,202-$84,681
2020$70,707-▲ $6,179-$76,246
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$5,395
Program Service Revenue
$676,079
Investment Income
$2,479
Other Revenue
$3,078
All Other Contributions
$5,395
Change in Net Assets
$-134,487

Audited Revenue Reconciliation

Revenue per Audited Statements
$687,031
Total Revenue per Audited Statements
$687,031
Total Revenue per Form 990
$687,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$622,505
Other Expenses$199,013
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$454,063$39,484-$493,547
Other Employee Benefits$85,499$7,434-$92,933
Insurance$40,159$7,087-$47,246
Payroll Taxes$33,143$2,882-$36,025
Fees for Services Other$15,115$12,366-$27,481
Depreciation Depletion$12,118$638-$12,756
Other Expenses$10,425--$10,425
Fees for Services Accounting-$8,849-$8,849
All Other Expenses$3,638$1,760-$5,398
Travel$2,962$329-$3,291
Office Expenses$29$2,969-$2,998
Conferences and Meetings$300$33-$333
Total Functional Expenses$737,687$83,831$0$821,518

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$821,518
Total Expenses per Audited Statements$821,518
Total Expenses per Form 990$821,518
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
2025-11-14
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
15

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Jason B Vollrath
Phone
9207334957
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Gain on investment in community fdtn 11,663”

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.”

Raw XML Appendix391 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt052149
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029224
IRS990/AccountsReceivableGrp/BOYAmt064425
IRS990/AccountsReceivableGrp/EOYAmt038998
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE RESIDENTIAL SERVICES TO INDIVIDUALS WITH MENTAL HEALTH AND AODA.
IRS990/AllOtherContributionsAmt05395
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01760
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03638
IRS990/AllOtherExpensesGrp/TotalAmt05398
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0ANN LUX
IRS990/BooksInCareOfDetail/PhoneNum09207311316
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0418 N LAWE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054911
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0119150
IRS990/CashNonInterestBearingGrp/EOYAmt047443
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt033
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0300
IRS990/ConferencesMeetingsGrp/TotalAmt0333
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05395
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02479
IRS990/CYOtherExpensesAmt0199013
IRS990/CYOtherRevenueAmt03078
IRS990/CYProgramServiceRevenueAmt0676079
IRS990/CYRevenuesLessExpensesAmt0-134487
IRS990/CYSalariesCompEmpBnftPaidAmt0622505
IRS990/CYTotalExpensesAmt0821518
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0687031
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0638
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012118
IRS990/DepreciationDepletionGrp/TotalAmt012756
IRS990/Desc0TO PROVIDE RESIDENTIAL SERVICES TO INDIVIDUALS WITH MENTAL HEALTH AND AODA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0737687
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08849
IRS990/FeesForServicesAccountingGrp/TotalAmt08849
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt012366
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt015115
IRS990/FeesForServicesOtherGrp/TotalAmt027481
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES HIETPAS
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LUKE JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm3JAN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4SHEILA FENOLIO
IRS990/Form990PartVIISectionAGrp/PersonNm5ANN LUX
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0687031
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07087
IRS990/InsuranceGrp/ProgramServicesAmt040159
IRS990/InsuranceGrp/TotalAmt047246
IRS990/InvestmentIncomeGrp/ExclusionAmt02479
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02479
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0437395
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0118090
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0105334
IRS990/LandBldgEquipCostOrOtherBssAmt0542729
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE RESIDENTIAL SERVICES TO INDIVIDUALS WITH MENTAL HEALTH AND AODA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0656938
IRS990/NetAssetsOrFundBalancesEOYAmt0534114
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0656938
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0534114
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02969
IRS990/OfficeExpensesGrp/ProgramServicesAmt029
IRS990/OfficeExpensesGrp/TotalAmt02998
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt078898
IRS990/OtherAssetsTotalGrp/EOYAmt090561
IRS990/OtherChangesInNetAssetsAmt011663
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07434
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085499
IRS990/OtherEmployeeBenefitsGrp/TotalAmt092933
IRS990/OtherExpensesGrp/Desc0FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3HOUSEHOLD SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt041065
IRS990/OtherExpensesGrp/ProgramServicesAmt125545
IRS990/OtherExpensesGrp/ProgramServicesAmt213626
IRS990/OtherExpensesGrp/ProgramServicesAmt310425
IRS990/OtherExpensesGrp/TotalAmt041065
IRS990/OtherExpensesGrp/TotalAmt125545
IRS990/OtherExpensesGrp/TotalAmt213626
IRS990/OtherExpensesGrp/TotalAmt310425
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03078
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03078
IRS990/OtherRevenueTotalAmt03078
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039484
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0454063
IRS990/OtherSalariesAndWagesGrp/TotalAmt0493547
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02882
IRS990/PayrollTaxesGrp/ProgramServicesAmt033143
IRS990/PayrollTaxesGrp/TotalAmt036025
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07767
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07766
IRS990/PrincipalOfficerNm0ANN LUX
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENT FROM CLIENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0676079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0676079
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt05500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02481
IRS990/PYOtherExpensesAmt0190035
IRS990/PYProgramServiceRevenueAmt0779880
IRS990/PYRevenuesLessExpensesAmt0-22713
IRS990/PYSalariesCompEmpBnftPaidAmt0620539
IRS990/PYTotalExpensesAmt0810574
IRS990/PYTotalRevenueAmt0787861
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-134487
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0320757
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0273236
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02,373
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0663917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0677732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07927
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03537300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02373
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02373
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98500
IRS990ScheduleA/PublicSupportPY170Pct00.99110
IRS990ScheduleA/PublicSupportTotal170Amt0677732
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0663917
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0677732
IRS990ScheduleA/TotalSupportAmt0688032
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt089919
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0349043
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0438962
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0634
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt078898
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt090561
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0697
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt071631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt078898
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt084681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt071631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-12328
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0768
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt076246
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt084681
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09202
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt070707
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt076246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06179
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0552
IRS990ScheduleD/EquipmentGrp/DepreciationAmt026628
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027180
IRS990ScheduleD/ExpensesSubtotalAmt0821518
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt090561
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS AT COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014863
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061724
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt076587
IRS990ScheduleD/RevenueSubtotalAmt0687031
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/TotalBookValueLandBuildingsAmt0105334
IRS990ScheduleD/TotalBookValueOtherAssetsAmt090561
IRS990ScheduleD/TotalExpensesPerForm990Amt0821518
IRS990ScheduleD/TotalRevenuePerForm990Amt0687031
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0687031
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0821518
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 11,663
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/TotalAssetsBOYAmt0709087
IRS990/TotalAssetsEOYAmt0563338
IRS990/TotalAssetsGrp/BOYAmt0709087
IRS990/TotalAssetsGrp/EOYAmt0563338
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05395
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt083831
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0737687
IRS990/TotalFunctionalExpensesGrp/TotalAmt0821518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052149
IRS990/TotalLiabilitiesEOYAmt029224
IRS990/TotalLiabilitiesGrp/BOYAmt052149
IRS990/TotalLiabilitiesGrp/EOYAmt029224
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0656938
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0534114
IRS990/TotalProgramServiceExpensesAmt0737687
IRS990/TotalProgramServiceRevenueAmt0676079
IRS990/TotalRevenueGrp/ExclusionAmt02479
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0679157
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0687031
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0709087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0563338
IRS990/TravelGrp/ManagementAndGeneralAmt0329
IRS990/TravelGrp/ProgramServicesAmt02962
IRS990/TravelGrp/TotalAmt03291
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09207311316
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
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/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON B VOLLRATH
ReturnHeader/ReturnTs02025-11-14T15:06:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$563,338
Liabilities
$29,224
Net assets
$534,114
Revenue
$687,031
Expenses
$821,518
Net income
-$134,487
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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.29$5.34$6.87$8.22$1.34
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