Civic Intelligence

Borg Foundation Inc

EIN 36-6047046 • Delavan, WI

PO Box 347Delavan, WI 53115
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Net Margin

6th percentile

-317%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-17%

Faster asset growth than 31% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-81%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$95,696

Down $12,864 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$95,696

Down $12,864 (-12%) from 2023

Revenue

Up

$14,730

Up $4,117 (+39%) from 2023

Expenses

Down

$27,530

Down $2,777 (-9.2%) from 2023

Net Income

Up

-$12,800

Up $6,894 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2013: $305,383Liabilities 2013: $0Net Assets 2013: $305,3832013Assets 2014: $298,314Liabilities 2014: $0Net Assets 2014: $298,3142014Assets 2015: $267,192Liabilities 2015: $0Net Assets 2015: $267,1922015Assets 2016: $241,585Liabilities 2016: $0Net Assets 2016: $241,5852016Assets 2017: $218,115Liabilities 2017: $0Net Assets 2017: $218,1152017Assets 2018: $195,115Liabilities 2018: $0Net Assets 2018: $195,1152018Assets 2019: $180,932Liabilities 2019: $0Net Assets 2019: $180,9322019Assets 2020: $162,692Liabilities 2020: $0Net Assets 2020: $162,6922020Assets 2021: $154,360Liabilities 2021: $0Net Assets 2021: $154,3602021Assets 2022: $128,403Liabilities 2022: $0Net Assets 2022: $128,4032022Assets 2023: $108,560Liabilities 2023: $0Net Assets 2023: $108,5602023Assets 2024: $95,696Liabilities 2024: $0Net Assets 2024: $95,6962024

Highlighted filing

2024

Assets$95,696
Liabilities$0
Net Assets$95,696

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2013: $17,931Expenses 2013: $35,029Net Income 2013: -$17,0982013Revenue 2014: $28,060Expenses 2014: $35,181Net Income 2014: -$7,1212014Revenue 2015: $2,380Expenses 2015: $33,580Net Income 2015: -$31,2002015Revenue 2016: $2,635Expenses 2016: $28,362Net Income 2016: -$25,7272016Revenue 2017: $6,048Expenses 2017: $30,166Net Income 2017: -$24,1182017Revenue 2018: $7,229Expenses 2018: $30,248Net Income 2018: -$23,0192018Revenue 2019: $16,042Expenses 2019: $29,985Net Income 2019: -$13,9432019Revenue 2020: $13,526Expenses 2020: $31,766Net Income 2020: -$18,2402020Revenue 2021: $27,372Expenses 2021: $35,704Net Income 2021: -$8,3322021Revenue 2022: $5,309Expenses 2022: $22,112Net Income 2022: -$16,8032022Revenue 2023: $10,613Expenses 2023: $30,307Net Income 2023: -$19,6942023Revenue 2024: $14,730Expenses 2024: $27,530Net Income 2024: -$12,8002024

Highlighted filing

2024

Revenue$14,730
Expenses$27,530
Net Income-$12,800

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 10, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW GROTHPresident/Treasurer-$2,000-$2,000
ED THOMPSONSecretary-$2,000-$2,000
MATT BECKERVice President-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Borg Foundation Inc
EIN
36-6047046
Phone
2627282631
Address
PO BOX 347, DELAVAN, WI 53115

Signing Officer

Name
Andrew Groth
Title
President
Phone
2627282631
Signed
2025-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
500 MIDLAND COURT PO BOX 8130, JANESVILLE, WI 53547-8130
Preparer
Steven Cronk CPA
Phone
6087525835
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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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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627282631
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORMAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BORG FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02627282631
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 347
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DELAVAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LOCAL CHARITABLE AND EDUCATIONAL ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT FOR ANNUAL PLANTING OF COMMUNITY GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR COMMUNITY PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT FOR COMMUNITY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DELAVAN-DARIEN SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DELAVAN ROTARY GARDENS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED WAY OF WALWORTH COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DELAVAN ARAM PUBLIC LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0324 BELOIT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 385
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2N2440 ARA GLEN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3404 E WALWORTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAKE GENEVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353115
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011078
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03962
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03962
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035732
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08972
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04681
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08972
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039694
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030722
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt064
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BROKER ADJUSTMENTS TO BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0953
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0953
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03355
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW GROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627282631
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BORG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BORG
ReturnHeader/Filer/EIN0366047046
ReturnHeader/Filer/PhoneNum02627282631
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 347
ReturnHeader/Filer/USAddress/CityNm0DELAVAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 MIDLAND COURT PO BOX 8130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JANESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0535478130
ReturnHeader/PreparerPersonGrp/PhoneNum06087525835
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN CRONK CPA
ReturnHeader/ReturnTs02025-03-14T13:56:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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