Civic Intelligence

Rusk County Community Foundation

990 • Fiscal year 2016 • EIN 26-0394674

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 23, 2016

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

78th percentile

0.48x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

97th percentile

8.02x

Higher debt load relative to revenue than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

94th percentile

76%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

20%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$1,740,212

Up $751,614 (+76%) from 2015

Net Assets

Up

$905,995

Up $60,193 (+7.1%) from 2015

Liabilities

Up

$834,217

Up $691,421 (+484%) from 2015

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin96th percentile

Revenue

Up

$103,998

Up $17,495 (+20%) from 2015

Expenses

Down

$31,309

Down $388 (-1.2%) from 2015

Net Income

Up

$72,689

Up $17,883 (+33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2016

Assets$1,740,212
Liabilities$834,217
Net Assets$905,995
Open 2016 Filing

Operations Trend

Revenue Growth77th 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

2016

Revenue$103,998
Expenses$31,309
Net Income$72,689
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 23, 2016
Return Version
2015v3.0
Gross Receipts
$103,998
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$912,554$1,659,324▲ $746,770
Savings and Temporary Cash Investments$41,064$42,068▲ $1,004
Investments in Publicly Traded Securities$25,219$26,118▲ $899
Cash and Non-Interest-Bearing Accounts$9,761$12,702▲ $2,941
Total Assets$988,598$1,740,212▲ $751,614
Liabilities
Other Liabilities$142,796$834,217▲ $691,421
Total Liabilities$142,796$834,217▲ $691,421
Net Assets / Fund Balance
Permanently Rstr Net Assets$682,694$771,898▲ $89,204
Unrestricted Net Assets$76,044$80,888▲ $4,844
Temporarily Rstr Net Assets$87,064$53,209▼ $33,855
Total Net Assets Fund Balance$845,802$905,995▲ $60,193
Total Liabilities and Net Assets / Fund Balance$988,598$1,740,212▲ $751,614

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,659,324--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$769,758$87,850▼ $923-$825,107
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 Pay35th percentile

Board Members and Trustees

NameTitle
Bev DukerscheinChair
Carl HuberBoard Member
Mike RusselBoard Member
Sarah StibakBoard Member
Andy AlbaradoDirector
Ken SmithDirector
Sara BakerDirector
Diana VerdeganSecretary
Kevin SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,134
Program Service Revenue
$0
Investment Income
$864
Other Revenue
$0
All Other Contributions
$103,134
Change in Net Assets
$72,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,906
Other Expenses$4,403
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,906--$26,906
Insurance-$1,350-$1,350
Office Expenses-$1,032-$1,032
Fees for Services Accounting-$650-$650
Fees for Services Other-$64-$64
Other Expenses-$35-$35
All Other Expenses-$25-$25
Advertising-$25-$25
Total Functional Expenses$26,906$4,403$0$31,309
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment Funds$834,217
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 Smith
Title
Treasurer
Phone
7155320772
Signed
2016-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Smith
Formed
2007
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
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/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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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/WebsiteAddressTxt0WWW.RUSKFOUNDATION.ORG
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07155320772
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUSK COUNTY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RUSK
ReturnHeader/Filer/EIN0260394674
ReturnHeader/Filer/PhoneNum07155320772
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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/PreparationDt02017-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIRK A PRINDLE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-03T16:01:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,740,212
Liabilities
$834,217
Net assets
$905,995
Revenue
$103,998
Expenses
$31,309
Net income
$72,689
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
2016Detailed filing. Detailed filing data is available for this year.$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