Civic Intelligence

Palmyra Community Foundation

990EZ • Fiscal year 2016 • EIN 31-1607501

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 07, 2017

PO Box 159Palmyra, WI 53156

(262) 495-2101

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$454,485

Up $60,533 (+15%) from 2015

Net Assets

Up

$454,485

Up $60,533 (+15%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$71,617

Up $25,658 (+56%) from 2015

Expenses

Up

$13,020

Up $2,800 (+27%) from 2015

Net Income

Up

$58,597

Up $22,858 (+64%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $285,507Net Assets 2011: $285,5072011Assets 2012: $306,874Net Assets 2012: $306,8742012Assets 2013: $332,550Net Assets 2013: $332,5502013Assets 2014: $358,213Net Assets 2014: $358,2132014Assets 2015: $393,952Net Assets 2015: $393,9522015Assets 2016: $454,485Net Assets 2016: $454,4852016Assets 2017: $527,113Liabilities 2017: $0Net Assets 2017: $527,1132017Assets 2018: $541,296Liabilities 2018: $0Net Assets 2018: $541,2962018Assets 2019: $633,413Liabilities 2019: $1Net Assets 2019: $633,4122019Assets 2020: $740,003Liabilities 2020: $0Net Assets 2020: $740,0032020Assets 2021: $840,544Liabilities 2021: $0Net Assets 2021: $840,5442021Assets 2022: $819,646Liabilities 2022: $0Net Assets 2022: $819,6462022Assets 2023: $947,551Liabilities 2023: $0Net Assets 2023: $947,5512023Assets 2024: $1,113,951Liabilities 2024: $0Net Assets 2024: $1,113,9512024Assets 2025: $1,513,023Liabilities 2025: $0Net Assets 2025: $1,513,0232025

Highlighted filing

2016

Assets$454,485
Liabilities-
Net Assets$454,485

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2011: $32,184Expenses 2011: $9,666Net Income 2011: $22,5182011Revenue 2012: $30,977Expenses 2012: $9,610Net Income 2012: $21,3672012Revenue 2013: $37,786Expenses 2013: $12,110Net Income 2013: $25,6762013Revenue 2014: $40,342Expenses 2014: $14,679Net Income 2014: $25,6632014Revenue 2015: $45,959Expenses 2015: $10,220Net Income 2015: $35,7392015Revenue 2016: $71,617Expenses 2016: $13,020Net Income 2016: $58,5972016Revenue 2017: $58,427Expenses 2017: $15,770Net Income 2017: $42,6572017Revenue 2018: $56,623Expenses 2018: $28,167Net Income 2018: $28,4562018Revenue 2019: $60,862Expenses 2019: $24,668Net Income 2019: $36,1942019Revenue 2020: $91,362Expenses 2020: $29,881Net Income 2020: $61,4812020Revenue 2021: $51,936Expenses 2021: $30,063Net Income 2021: $21,8732021Revenue 2022: $135,768Expenses 2022: $76,293Net Income 2022: $59,4752022Revenue 2023: $69,964Expenses 2023: $42,861Net Income 2023: $27,1032023Revenue 2024: $109,231Expenses 2024: $38,227Net Income 2024: $71,0042024Revenue 2025: $332,150Expenses 2025: $49,254Net Income 2025: $282,8962025

Highlighted filing

2016

Revenue$71,617
Expenses$13,020
Net Income$58,597
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 7, 2017
Return Version
2016v3.0
Gross Receipts
$71,617
Mission and Program Overview

Mission

Enhance the quality of life in the Palmyra, WI area via educational, cultural, charitable or benevolent expenditures

Program Services

DescriptionGrantsExpenses
PALMYRA COMMUNITY FOUNDATION - GENERAL FUND Enhance the quality of life in the Palmyra, WI area via educational, cultural, charitable or benevolent expenditures$520-
AMELIA K WEILER FUND Provide scholarships to Palmyra-Eagle High School graduates--
ANICH FAMILY FUND Provide scholarships to Palmyra-Eagle High School graduates--
P-E SCHOLARSHIP & EDUCATIONAL FOUNDATION Provide scholarships to Palmyra-Eagle High School Graduates--
STANDARD PROCESS INC FUND Provide scholarships to Palmyra-Eagle High School graduates--
WEILER AND COMPANY, INC FUND Provide scholarships to Palmyra-Eagle High School graduates--
WILSON CIVIC INVOLVEMENT SCHOLARSHIP FUND Provide scholarships to Palmyra-Eagle High School graduates--
NICK & JANET LESAR SCHOLARSHIP FUND Provide scholarships to Palmyra-Eagle High School graduates--
MK WEILER-LEVALL SCHOLARHSIP FUND Provide scholarships to Palmyra-Eagle High School graduates--
A-1 CREATIVE PACKAGING Provide scholarships to Palmyra-Eagle High School graduates--
PALMYRA-EAGLE ALUMNI R/E Provide scholarships to Palmyra-Eagle High School graduates--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY KINCAIDVice Chairman-$0--
CHARLES C DUBOISChairman-$0--
BETTY BETENZDirector-$0--
JANET LESARDirector-$0--
MICHAEL F MIKKELSENSecretary-$0--
JAMES OMDOLLDirector-$0--
LEE CUSHMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Palmyra Community Foundation
EIN
31-1607501
Phone
2624952101
Address
PO BOX 159, PALMYRA, WI 53156

Signing Officer

Name
Michael F Mikkelsen
Title
Secretary
Signed
2017-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Leif E Knudsen CPA SC
Address
1206 E Bluff Road, Whitewater, WI 53190-2164
Preparer
Leif E Knudsen CPA
Phone
2624729157
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $50

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL F MIKKELSEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02624952101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 E MAIN ST PO BOX 159
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PALMYRA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053156
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0393952
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0454485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068454
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt058597
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0470
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0393952
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0454485
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012500
IRS990EZ/GrossReceiptsAmt071617
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03163
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0393952
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0454485
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0393952
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0454485
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY KINCAID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES C DUBOIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETTY BETENZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET LESAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL F MIKKELSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES OMDOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LEE CUSHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01936
IRS990EZ/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Enhance the quality of life in the Palmyra, WI area via educational, cultural, charitable or benevolent expenditures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PALMYRA COMMUNITY FOUNDATION - GENERAL FUND Enhance the quality of life in the Palmyra, WI area via educational, cultural, charitable or benevolent expenditures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AMELIA K WEILER FUND Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ANICH FAMILY FUND Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3P-E SCHOLARSHIP & EDUCATIONAL FOUNDATION Provide scholarships to Palmyra-Eagle High School Graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4STANDARD PROCESS INC FUND Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5WEILER AND COMPANY, INC FUND Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6WILSON CIVIC INVOLVEMENT SCHOLARSHIP FUND Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7NICK & JANET LESAR SCHOLARSHIP FUND Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8MK WEILER-LEVALL SCHOLARHSIP FUND Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt9A-1 CREATIVE PACKAGING Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt10PALMYRA-EAGLE ALUMNI R/E Provide scholarships to Palmyra-Eagle High School graduates
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0520
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013020
IRS990EZ/TotalProgramServiceExpensesAmt0520
IRS990EZ/TotalRevenueAmt071617
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0214866
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01855
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02239
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09238
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.95880
IRS990ScheduleA/PublicSupportPY170Pct00.90290
IRS990ScheduleA/PublicSupportTotal170Amt0214866
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035931
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028738
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0214866
IRS990ScheduleA/TotalSupportAmt0224104
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL F MIKKELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PALMYRA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0311607501
ReturnHeader/Filer/PhoneNum02624952101
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 159
ReturnHeader/Filer/USAddress/CityNm0PALMYRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Leif E Knudsen CPA SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01206 E Bluff Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whitewater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531902164
ReturnHeader/PreparerPersonGrp/PhoneNum02624729157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEIF E KNUDSEN CPA
ReturnHeader/ReturnTs02017-02-07T14:37:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.33$0.05$0.28
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.04$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.09$0.03$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.06$0.02$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.06$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.07$0.01$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.05$0.01$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.04$0.01$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.04$0.01$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.03$0.01$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.29$0.03$0.01$0.02