Civic Intelligence

Rusk County Community Foundation

990 • Fiscal year 2015 • EIN 26-0394674

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 29, 2015

Organization ProfileWWW.RUSKFOUNDATION.ORG
PO Box 54Ladysmith, WI 54848

(715) 532-0772

Siviq Scores

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

Liabilities / Assets

65th percentile

0.14x

Higher debt load relative to assets than 65% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

1.65x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$988,598

Up $116,779 (+13%) from 2014

Net Assets

Up

$845,802

Up $48,100 (+6.0%) from 2014

Liabilities

Up

$142,796

Up $68,679 (+93%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin94th percentile

Revenue

Down

$86,503

Down $97,253 (-53%) from 2014

Expenses

Down

$31,697

Down $6,185 (-16%) from 2014

Net Income

Down

$54,806

Down $91,068 (-62%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $630,880Liabilities 2013: $49,303Net Assets 2013: $581,5772013Assets 2014: $871,819Liabilities 2014: $74,117Net Assets 2014: $797,7022014Assets 2015: $988,598Liabilities 2015: $142,796Net Assets 2015: $845,8022015Assets 2016: $1,740,212Liabilities 2016: $834,217Net Assets 2016: $905,9952016Assets 2017: $2,042,959Liabilities 2017: $905,415Net Assets 2017: $1,137,5442017Assets 2018: $2,264,474Liabilities 2018: $990,842Net Assets 2018: $1,273,6322018Assets 2019: $2,539,289Liabilities 2019: $1,049,884Net Assets 2019: $1,489,4052019Assets 2020: $2,621,143Liabilities 2020: $1,020,753Net Assets 2020: $1,600,3902020Assets 2021: $3,475,896Liabilities 2021: $1,274,146Net Assets 2021: $2,201,7502021Assets 2022: $3,537,829Liabilities 2022: $1,583,671Net Assets 2022: $1,954,1582022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2015

Assets$988,598
Liabilities$142,796
Net Assets$845,802
Open 2015 Filing

Operations Trend

Revenue Growth5th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2013: $13,6452013Revenue 2014: $183,756Expenses 2014: $37,882Net Income 2014: $145,8742014Revenue 2015: $86,503Expenses 2015: $31,697Net Income 2015: $54,8062015Revenue 2016: $103,998Expenses 2016: $31,309Net Income 2016: $72,6892016Revenue 2017: $169,163Expenses 2017: $34,385Net Income 2017: $134,7782017Revenue 2018: $144,232Expenses 2018: $75,631Net Income 2018: $68,6012018Revenue 2019: $208,443Expenses 2019: $72,668Net Income 2019: $135,7752019Revenue 2020: $192,770Expenses 2020: $93,396Net Income 2020: $99,3742020Revenue 2021: $250,091Expenses 2021: $67,088Net Income 2021: $183,0032021Revenue 2022: $122,611Expenses 2022: $73,661Net Income 2022: $48,9502022Revenue 2023: $139,973Expenses 2023: $2,195,505Net Income 2023: -$2,055,5322023

Highlighted filing

2015

Revenue$86,503
Expenses$31,697
Net Income$54,806
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$86,503
Mission and Program Overview

Mission

To provide professionally managed services by which individuals, families, and businesses can contribute through lifetime and estate gifts for the betterment of their rusk county communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$801,631$912,554▲ $110,923
Savings and Temporary Cash Investments$46,251$41,064▼ $5,187
Investments in Publicly Traded Securities$14,969$25,219▲ $10,250
Cash and Non-Interest-Bearing Accounts$8,868$9,761▲ $893
Accounts Receivable$100--
Total Assets$871,819$988,598▲ $116,779
Liabilities
Other Liabilities$74,117$142,796▲ $68,679
Total Liabilities$74,117$142,796▲ $68,679
Net Assets / Fund Balance
Permanently Rstr Net Assets$614,071$682,694▲ $68,623
Temporarily Rstr Net Assets$113,443$87,064▼ $26,379
Unrestricted Net Assets$70,188$76,044▲ $5,856
Total Net Assets Fund Balance$797,702$845,802▲ $48,100
Total Liabilities and Net Assets / Fund Balance$871,819$988,598▲ $116,779

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$912,554--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$727,515$67,086▲ $4,836-$769,758
2013$512,641$158,395▲ $81,019-$727,515
2012$222,713$259,514▲ $37,055-$512,641
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Bev DukerscheinChair
Lori StushekBoard Member
Mike RusselBoard Member
Andy AlbaradoDirector
Ken SmithDirector
Sara BakerDirector
Diana VerdeganSecretary
Kevin SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,390
Program Service Revenue
$0
Investment Income
$603
Other Revenue
$6,510
All Other Contributions
$79,390
Change in Net Assets
$54,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,522
Other Expenses$6,175
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,522--$25,522
Insurance-$1,350-$1,350
Fees for Services Accounting-$750-$750
Other Expenses-$209-$209
All Other Expenses-$185-$185
Advertising-$80-$80
Fees for Services Other-$64-$64
Total Functional Expenses$25,522$6,175$0$31,697
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,510
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment Funds$142,796
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

“A draft of form 990 is reviewed and approved by the board of directors before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The rusk county community foundation consistently follows a policy of avoiding any conflict of interest or the appearance of any conflict of interest on the part of its board members and volunteers. Board and volunteers are expected to disclose if a conflict of interest arises.”

Form 990, Page 6, Part VI, Line 19

“The public may view governing documents, conflict of interest policies, and financial statements at the main office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Rusk County Community Foundation
EIN
26-0394674
Phone
7155320772
Address
PO BOX 54, LADYSMITH, WI 54848

Signing Officer

Name
Kevin D Smith
Title
Treasurer
Phone
7155320772
Signed
2015-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Smith
Formed
2007
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
Carlson Highland & Co Llp
Address
301 KELLER AVE S, AMERY, WI 54001-1283
Preparer
Dirk a Prindle CPA
Phone
7152687999
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is a tax-exempt corporation as described in section 501(c) (3) of the internal revenue code and is exempt from federal income tax on related income pursuant to section 501(a) of the code. The foundation is also exempt from wisconsin income tax. In order to account for any uncertain tax positions, asc topic 740-10, accounting for uncertainty in income taxes, requires an organization to assess whether it is more likely than not that a tax position will be sustained upon examination of the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more- likely-than-not recognition threshold, the benefit of the tax position is not recognized in the financial statements. The foundation recorded no assets or liabilities for uncertain tax positions or unrecognized benefits. Federal tax returns for 2009 and beyond remain subject to examination by the internal revenue service.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09598
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0512641
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0158395
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0727515
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt014564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt081019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06641
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0259514
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY ENDOWMENT FUNDS
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY & MUTUAL FUNDS HELD BY CFCC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A TAX-EXEMPT CORPORATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAX. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, REQUIRES AN ORGANIZATION TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE- LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS. FEDERAL TAX RETURNS FOR 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0912554
IRS990ScheduleD/TotalLiabilityAmt0142796
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RUSK COUNTY COMMUNITY FOUNDATION CONSISTENTLY FOLLOWS A POLICY OF AVOIDING ANY CONFLICT OF INTEREST OR THE APPEARANCE OF ANY CONFLICT OF INTEREST ON THE PART OF ITS BOARD MEMBERS AND VOLUNTEERS. BOARD AND VOLUNTEERS ARE EXPECTED TO DISCLOSE IF A CONFLICT OF INTEREST ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PUBLIC MAY VIEW GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AT THE MAIN OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt031697
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086503
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0988598
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 54
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IRS990/WebsiteAddressTxt0WWW.RUSKFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN D SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07155320772
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUSK COUNTY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RUSK
ReturnHeader/Filer/EIN0260394674
ReturnHeader/Filer/PhoneNum07155320772
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ReturnHeader/Filer/USAddress/CityNm0LADYSMITH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054848
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411562398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSON HIGHLAND & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 KELLER AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0540011283
ReturnHeader/PreparerPersonGrp/PhoneNum07152687999
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIRK A PRINDLE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-09T16:17:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$988,598
Liabilities
$142,796
Net assets
$845,802
Revenue
$86,503
Expenses
$31,697
Net income
$54,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.14$2.20$2.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$1.58$1.95$0.12$0.07$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$1.27$2.20$0.25$0.07$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$1.02$1.60$0.19$0.09$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$1.05$1.49$0.21$0.07$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.99$1.27$0.14$0.08$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.91$1.14$0.17$0.03$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.83$0.91$0.10$0.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.14$0.85$0.09$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.07$0.80$0.18$0.04$0.15
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.05$0.58$0.01