Civic Intelligence

Horicon Phoenix Program Ltd.

990EZ • Fiscal year 2017 • EIN 32-0234460

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

319 East Lake Street Lower LevelHoricon, WI 53032

(612) 695-1754

Siviq Scores

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

Liabilities / Assets

89th percentile

0.47x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

94th percentile

0.79x

Higher debt load relative to revenue than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.8%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$197,870

Up $33,897 (+21%) from 2016

Net Assets

Up

$103,909

Up $16,166 (+18%) from 2016

Liabilities

Up

$93,961

Up $17,731 (+23%) from 2016

Revenue

Down

$118,905

Down $14,543 (-11%) from 2016

Expenses

Down

$113,185

Down $29,165 (-20%) from 2016

Net Income

Up

$5,720

Up $14,622 (+164%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $15,812Net Assets 2011: $15,8122011Assets 2012: $27,230Net Assets 2012: $27,2302012Assets 2013: $34,409Net Assets 2013: $34,4092013Assets 2014: $54,312Net Assets 2014: $54,3122014Assets 2015: $177,063Liabilities 2015: $80,418Net Assets 2015: $96,6452015Assets 2016: $163,973Liabilities 2016: $76,230Net Assets 2016: $87,7432016Assets 2017: $197,870Liabilities 2017: $93,961Net Assets 2017: $103,9092017Assets 2018: $195,122Liabilities 2018: $73,963Net Assets 2018: $121,1592018Assets 2019: $183,198Liabilities 2019: $78,444Net Assets 2019: $104,7542019Assets 2024: $26,798Net Assets 2024: $26,7982024

Highlighted filing

2017

Assets$197,870
Liabilities$93,961
Net Assets$103,909

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $46,991Expenses 2011: $31,179Net Income 2011: $15,8122011Revenue 2012: $55,312Expenses 2012: $43,894Net Income 2012: $11,4182012Revenue 2013: $74,192Expenses 2013: $67,013Net Income 2013: $7,1792013Revenue 2014: $142,052Expenses 2014: $122,149Net Income 2014: $19,9032014Revenue 2015: $170,529Expenses 2015: $128,196Net Income 2015: $42,3332015Revenue 2016: $133,448Expenses 2016: $142,350Net Income 2016: -$8,9022016Revenue 2017: $118,905Expenses 2017: $113,185Net Income 2017: $5,7202017Revenue 2018: $107,523Expenses 2018: $90,273Net Income 2018: $17,2502018Revenue 2019: $77,308Expenses 2019: $93,713Net Income 2019: -$16,4052019Revenue 2024: $111,842Expenses 2024: $94,763Net Income 2024: $17,0792024

Highlighted filing

2017

Revenue$118,905
Expenses$113,185
Net Income$5,720
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.2
Gross Receipts
$118,905
Mission and Program Overview

Mission

The Horicon Phoenix Program seeks to strengthen our community by providing support to small businesses and organizations that have a positive impact on the Greater Horicon Area, investing in and protecting our local historical sites, and giving recognition to those civic leaders who have worked so hard to make Horicon a viable, thriving community.

See Schedule O

Program Services

DescriptionGrantsExpenses
Jersey Street Music Festival-$46,190
Other special events and services to enhance the greater Horicon area including a wellness initiative and community building activities-$34,679
Farmers Market and free concert series are held each summer-$28,633
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liz DarnerExecutive DirectorPT$0--
Christine SchmitzPresidentPT$0--
Tory HarmuthDirector Of Promotions-$0--
Lahnie NeuSecretary-$0--
Mary DoughtyDirector Of Promotions-$0--
Kathy KnopDirector Of Design-$0--
Filing and Contact Details

Filer

Filer Name
Horicon Phoenix Program LTD
EIN
32-0234460
Address
319 East Lake Street Lower Level, Horicon, WI 53032

Signing Officer

Name
Liz Darner
Title
Executive Direc
Phone
6126951754
Signed
2018-05-12
Discuss with paid preparer
No

Preparer

Firm
Infinity Accounting LLC
Address
W177 N9886 Rivercrest Dr Suite 260, Germantown, WI 53022
Preparer
Adam Syvock
Phone
2624157088
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountNon Profit Income 114Scrip Income 8,580Bank Advance 2,500

List of grants and similar amounts paid Part I line 10

Activity Scholarship Amount 1,500Activity Charitable Sponsorship Amount 50

Description of other expenses Part I line 16

Description AmountDepreciation from 4562 4,432Insurance 2,042Scrip Purchase 6,033Business Registration Fees 54Farmers Market 206General and Admin Expense 88Advertising 5,875Bank Fees 78Raffle Expense 40PA 976Website 14Gold Star Memorial Trail 100Living History Days 392Art in the park 1,000Baby Pantry 1,303Cabin Fever Brett Newski 509Cabin Fever Drink and Draw 248Disc Golf HUK Expense 1,301Discher Park Fundraising 98Haunted Museum Expense 970Jersey Street Music Festival 46,088Jersey Street Music Festival Advert 101Fall Winter Market Expense 191Misc Program Expenditures 40Spell Yeah Expense 8Summer Concerts 21,637Summer Concerts Advertising 2,032Summer Concerts Beer 1,275Summer Concerts Ice 98Summer Concerts Lodging 385Summer Concerts Sound 3,000Trivia Night Expenses 54Stars and Lights 32Drischer Park Expenses 548Property Tax 1,943

Description of other assets Part II line 24

Category Beginning of Year End of YearScrip Inventory 2,160 2,160Furniture and Equipment 2,799 2,799Garden Tiller 790 790Holiday Lights 7,086 7,086Ice Rink 3,740 3,740Stage Lighting 725 725Misc Asset 0 23,770

Description of total liabilities Part II line 26

Category Beginning of Year End of YearNotes Payable to Vonti Buildin 74,068 66,448Line of Credit 2017 0 24,310Other Liabilities 0 3,203

Raw XML Appendix174 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Horicon
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Liz Darner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Schmitz
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathy Knop
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director of Promotions
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director of Promotions
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director of Design
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt041070
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IRS990EZ/OtherRevenueTotalAmt011194
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0675
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132745
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0441456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountNon Profit Income 114Scrip Income 8,580Bank Advance 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarship Amount 1,500Activity Charitable Sponsorship Amount 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountDepreciation from 4562 4,432Insurance 2,042Scrip Purchase 6,033Business Registration Fees 54Farmers Market 206General and Admin Expense 88Advertising 5,875Bank Fees 78Raffle Expense 40PA 976Website 14Gold Star Memorial Trail 100Living History Days 392Art in the park 1,000Baby Pantry 1,303Cabin Fever Brett Newski 509Cabin Fever Drink and Draw 248Disc Golf HUK Expense 1,301Discher Park Fundraising 98Haunted Museum Expense 970Jersey Street Music Festival 46,088Jersey Street Music Festival Advert 101Fall Winter Market Expense 191Misc Program Expenditures 40Spell Yeah Expense 8Summer Concerts 21,637Summer Concerts Advertising 2,032Summer Concerts Beer 1,275Summer Concerts Ice 98Summer Concerts Lodging 385Summer Concerts Sound 3,000Trivia Night Expenses 54Stars and Lights 32Drischer Park Expenses 548Property Tax 1,943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearScrip Inventory 2,160 2,160Furniture and Equipment 2,799 2,799Garden Tiller 790 790Holiday Lights 7,086 7,086Ice Rink 3,740 3,740Stage Lighting 725 725Misc Asset 0 23,770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearNotes Payable to Vonti Buildin 74,068 66,448Line of Credit 2017 0 24,310Other Liabilities 0 3,203
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Liz Darner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum06126951754
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Horicon Phoenix Program LTD
ReturnHeader/Filer/BusinessNameControlTxt0HORI
ReturnHeader/Filer/EIN0320234460
ReturnHeader/Filer/USAddress/AddressLine1Txt0319 East Lake Street Lower Level
ReturnHeader/Filer/USAddress/CityNm0Horicon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053032
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.128.81.223
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTm014:26:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Infinity Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0W177 N9886 Rivercrest Dr Suite 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Germantown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053022
ReturnHeader/PreparerPersonGrp/PhoneNum02624157088
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Syvock
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T14:24:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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