Civic Intelligence

Borg Foundation Inc.

990PF • Fiscal year 2013 • EIN 36-6047046

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization Profile
W7773 Applewood53114

(262) 882-3736

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

7th percentile

-95%

Higher net margin than 7% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

78th percentile

$3,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

$305,383

No earlier filing loaded for comparison.

Net Assets

$305,383

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

$17,931

No earlier filing loaded for comparison.

Expenses

$35,029

No earlier filing loaded for comparison.

Net Income

-$17,098

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2013

Assets$305,383
Liabilities$0
Net Assets$305,383
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$17,931
Expenses$35,029
Net Income-$17,098
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED THOMPSONSecretary-$3,000-$3,000
ANDREW GROTHVice-Pres-$3,000-$3,000
JAMES SANTYPres-Treas-$3,000-$3,000
Filing and Contact Details

Filer

EIN
36-6047046
Phone
2628823736

Signing Officer

Name
James Santy
Title
President
Phone
2628823736
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
John R Grober
Phone
2627289666
Raw XML Appendix316 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
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CompensationExplanation/CompensationExplanationGrp/PersonNm1ANDREW GROTH
CompensationExplanation/CompensationExplanationGrp/PersonNm2JAMES SANTY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNITED WAY OF WALWORTH CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DELAVAN ROTARY GARDENS FO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DELAVAN-DARIEN SCHOOL DIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 1020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 385
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12150 CUMMINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ELKHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode053121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode153115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode253115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015499
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01172
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04329
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04329
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04329
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04329
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01172
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0291
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0125
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0125
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01
OtherDecreasesSchedule/OtherDecreasesDetail/Description0NON-DEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1755
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1755
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-335
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-335
OtherIncreasesSchedule/OtherIncreasesDetail/Amount024
OtherIncreasesSchedule/OtherIncreasesDetail/Description0PRINCIPAL PAYMENT
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt099
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SANTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02628823736
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10BORG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BORG
ReturnHeader/Filer/EIN0366047046
ReturnHeader/Filer/PhoneNum02628823736
ReturnHeader/Filer/USAddress/AddressLine10W7773 APPLEWOOD
ReturnHeader/Filer/USAddress/City0DARIEN
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JOHN R GROBER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101114 ANN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DELAVAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0531151702
ReturnHeader/PreparerPersonGrp/PhoneNum02627289666
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R GROBER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-12T15:08:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$305,383
Liabilities
$0
Net assets
$305,383
Revenue
$17,931
Expenses
$35,029
Net income
-$17,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.15$0.28$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.11$0.30$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.22$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.27$0.36$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.32$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.16$0.30$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.07$0.30$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.06$0.30$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.03$0.28$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.02$0.34$0.31
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.28$0.35$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.18$0.35$0.17