Civic Intelligence

St. Vincent De Paul Fort Atkinson Inc.

990 • Fiscal year 2016 • EIN 26-1126580

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 26, 2017

Organization ProfileWWW.SVDPFORT.COM
1525 Summit Drive Suite 4Fort Atkinson, WI 53538

(920) 568-1266

Siviq Scores

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

Liabilities / Assets

76th percentile

0.43x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

87th percentile

1.28x

Higher debt load relative to revenue than 87% of similar nonprofits.

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

Net Margin

82nd percentile

22%

Higher net margin than 82% 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

67th percentile

7.0%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Revenue Growth

50th percentile

2.9%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$1,031,292

Up $130,137 (+14%) from 2014

Net Assets

Up

$587,431

Up $113,322 (+24%) from 2014

Liabilities

Up

$443,861

Up $16,815 (+3.9%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin82nd percentile

Revenue

Up

$345,890

Up $18,954 (+5.8%) from 2014

Expenses

Down

$269,302

Down $10,905 (-3.9%) from 2014

Net Income

Up

$76,588

Up $29,859 (+64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $392,820Liabilities 2010: $174,422Net Assets 2010: $218,3982010Assets 2012: $764,487Liabilities 2012: $450,868Net Assets 2012: $313,6192012Assets 2013: $813,237Liabilities 2013: $385,857Net Assets 2013: $427,3802013Assets 2014: $901,155Liabilities 2014: $427,046Net Assets 2014: $474,1092014Assets 2016: $1,031,292Liabilities 2016: $443,861Net Assets 2016: $587,4312016Assets 2017: $1,011,470Liabilities 2017: $399,438Net Assets 2017: $612,0322017Assets 2019: $947,324Liabilities 2019: $356,823Net Assets 2019: $590,5012019Assets 2020: $970,728Liabilities 2020: $390,652Net Assets 2020: $580,0762020Assets 2021: $951,390Liabilities 2021: $328,933Net Assets 2021: $622,4572021Assets 2022: $958,251Liabilities 2022: $328,770Net Assets 2022: $629,4812022Assets 2023: $924,893Liabilities 2023: $300,699Net Assets 2023: $624,1942023Assets 2024: $876,898Liabilities 2024: $280,126Net Assets 2024: $596,7722024

Highlighted filing

2016

Assets$1,031,292
Liabilities$443,861
Net Assets$587,431
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$200K$0-$200KExpenses 2010: $115,1992010Expenses 2012: $214,3392012Revenue 2013: $373,592Expenses 2013: $259,831Net Income 2013: $113,7612013Revenue 2014: $326,936Expenses 2014: $280,207Net Income 2014: $46,7292014Revenue 2016: $345,890Expenses 2016: $269,302Net Income 2016: $76,5882016Revenue 2017: $362,791Expenses 2017: $338,190Net Income 2017: $24,6012017Revenue 2019: $278,616Expenses 2019: $321,371Net Income 2019: -$42,7552019Revenue 2020: $308,453Expenses 2020: $318,878Net Income 2020: -$10,4252020Revenue 2021: $362,882Expenses 2021: $320,501Net Income 2021: $42,3812021Revenue 2022: $341,552Expenses 2022: $334,528Net Income 2022: $7,0242022Revenue 2023: $352,708Expenses 2023: $357,995Net Income 2023: -$5,2872023Revenue 2024: $335,548Expenses 2024: $362,970Net Income 2024: -$27,4222024

Highlighted filing

2016

Revenue$345,890
Expenses$269,302
Net Income$76,588
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 26, 2017
Return Version
2016v3.0
Gross Receipts
$345,890
Mission and Program Overview

Mission

Operate a resale store to raise funds to assist the needy with emergency funds to pay for food, clothing, temporary lodging, rent and utilities assistance in the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$942,697$946,315▲ $3,618
Savings and Temporary Cash Investments$42,747$42,944▲ $197
Cash and Non-Interest-Bearing Accounts$15,304$42,012▲ $26,708
Loans From Officers Directors$35,000$30,000▼ $5,000
Pledges and Grants Receivable$8,248$21▼ $8,227
Total Assets$1,008,996$1,031,292▲ $22,296
Liabilities
Mortgage Notes Payable Secured by Investment Property$446,633$404,694▼ $41,939
Accounts Payable and Accrued Expenses$15,520$8,167▼ $7,353
Deferred Revenue$1,000$1,000→ $0
Total Liabilities$498,153$443,861▼ $54,292
Net Assets / Fund Balance
Unrestricted Net Assets$510,843$587,431▲ $76,588
Total Net Assets Fund Balance$510,843$587,431▲ $76,588
Total Liabilities and Net Assets / Fund Balance$1,008,996$1,031,292▲ $22,296

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$946,315--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
William RobertsPresident
Father Peter AuerDirector
Steve HolzStore Board
Linda Scott-mccabeTreasurer
Jim WilsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$33,909
Program Service Revenue
$276,880
Investment Income
$196
Other Revenue
$34,905
All Other Contributions
$33,909
Change in Net Assets
$76,588

Audited Revenue Reconciliation

Revenue per Audited Statements
$345,890
Total Revenue per Audited Statements
$345,890
Total Revenue per Form 990
$345,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,288
Salaries, Compensation, and Employee Benefits$93,330
Grants and Similar Amounts Paid$46,684
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$87,581--$87,581
Grants to Domestic Individuals$46,684--$46,684
All Other Expenses$24,732--$24,732
Interest$19,542--$19,542
Office Expenses$15,574--$15,574
Insurance$14,028--$14,028
Other Expenses$7,676--$7,676
Payroll Taxes$5,749--$5,749
Advertising$3,727--$3,727
Total Functional Expenses$269,302$0$0$269,302

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$269,302
Total Expenses per Audited Statements$269,302
Total Expenses per Form 990$269,302
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$35,000$30,000▼ $5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“The form is reviewed by the full board and again by the officer signing the return.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
St Joseph Fort Atkinson Inc
EIN
26-1126580
Phone
9205681266
Address
1525 SUMMIT DRIVE SUITE 4, FORT ATKINSON, WI 53538
Doing Business As
St Vincent Depaul Society of Fort

Signing Officer

Name
William Roberts
Title
President
Phone
9205681266
Signed
2017-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Roberts
Formed
2007
Voting Board Members
6
Independent Board Members
0
Employees
3
Volunteers
10

Preparer

Firm
Luke W Walsh CPA LLC
Address
524 WHITEWATER AVENUE, FORT ATKINSON, WI 53538-2352
Preparer
Luke W Walsh CPA
Phone
9205637573
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers to process donated items and maintain the retail shelves for general public sale.”

Form 990, Page 2, Part III, Line 4D

“Operate thrift store to raise funds to assist the needy with emergency funds to pay for food, clothing, temporary lodging, rent assistance and other emergency funds.”

Raw XML Appendix362 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.

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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EMERGENCY FOOD & LIVING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01000
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt030000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0BUILDING PURCHASE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt050000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0NOTE PAYABLE - JAN WILLIHNGANZ
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER TREASURER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt030000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS TO PROCESS DONATED ITEMS AND MAINTAIN THE RETAIL SHELVES FOR GENERAL PUBLIC SALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATE THRIFT STORE TO RAISE FUNDS TO ASSIST THE NEEDY WITH EMERGENCY FUNDS TO PAY FOR FOOD, CLOTHING, TEMPORARY LODGING, RENT ASSISTANCE AND OTHER EMERGENCY FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM IS REVIEWED BY THE FULL BOARD AND AGAIN BY THE OFFICER SIGNING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01008996
IRS990/TotalAssetsEOYAmt01031292
IRS990/TotalAssetsGrp/BOYAmt01008996
IRS990/TotalAssetsGrp/EOYAmt01031292
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033909
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0269302
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269302
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0498153
IRS990/TotalLiabilitiesEOYAmt0443861
IRS990/TotalLiabilitiesGrp/BOYAmt0498153
IRS990/TotalLiabilitiesGrp/EOYAmt0443861
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0510843
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0587431
IRS990/TotalOtherProgSrvcExpenseAmt029018
IRS990/TotalProgramServiceExpensesAmt0269302
IRS990/TotalProgramServiceRevenueAmt0276880
IRS990/TotalRevenueGrp/ExclusionAmt025850
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0286131
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0345890
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01008996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01031292
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0510843
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0587431
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01513 STACY LANE
IRS990/USAddress/CityNm0FORT ATKINSON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053538
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09205681266
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPH FORT ATKINSON INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0261126580
ReturnHeader/Filer/PhoneNum09205681266
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 SUMMIT DRIVE SUITE 4
ReturnHeader/Filer/USAddress/CityNm0FORT ATKINSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053538
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId031D5294F60E1A26E8DE0AD925F77AE733DC3F9A8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031D5294F60E1A26E8DE0AD925F77AE733DC3F9A8
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300608892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUKE W WALSH CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0524 WHITEWATER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT ATKINSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0535382352
ReturnHeader/PreparerPersonGrp/PhoneNum09205637573
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUKE W WALSH CPA
ReturnHeader/ReturnTs02017-09-11T09:22:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,031,292
Liabilities
$443,861
Net assets
$587,431
Revenue
$345,890
Expenses
$269,302
Net income
$76,588
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.28$0.60$0.34$0.36$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.30$0.62$0.35$0.36$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.33$0.63$0.34$0.33$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.33$0.62$0.36$0.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.39$0.58$0.31$0.32$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.36$0.59$0.28$0.32$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.40$0.61$0.36$0.34$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.44$0.59$0.35$0.27$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.43$0.47$0.33$0.28$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.39$0.43$0.37$0.26$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.45$0.31$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.17$0.22$0.12