Civic Intelligence

Borg Foundation Inc.

990PF • Fiscal year 2014 • EIN 36-6047046

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
Post Office Box 347Delavan, WI 53115

(262) 728-2631

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$3,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$298,314

Down $7,069 (-2.3%) from 2013

Net Assets

Down

$298,314

Down $7,069 (-2.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin16th percentile

Revenue

Up

$28,060

Up $10,129 (+56%) from 2013

Expenses

Up

$35,181

Up $152 (+0.4%) from 2013

Net Income

Up

-$7,121

Up $9,977 (+58%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2014

Assets$298,314
Liabilities$0
Net Assets$298,314
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

2014

Revenue$28,060
Expenses$35,181
Net Income-$7,121
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
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

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

Signing Officer

Name
James Santy
Title
President
Phone
2627282631
Signed
2015-05-12

Preparer

Firm
John R Grober CPA
Address
1114 ANN ST, DELAVAN, WI 53115-1702
Preparer
John R Grober
Phone
2627289666
Raw XML Appendix327 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02627282631
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0POST OFFICE BOX 347
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0POST OFFICE 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/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
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/AddressLine1Txt0PO BOX 1020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 385
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2150 CUMMINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELKHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DELAVAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253115
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/AppliedToCurrentYearAmt015652
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09677
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04329
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05348
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09677
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04329
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0125
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03249
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1768
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03249
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1768
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01009
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01009
OtherIncreasesSchedule/OtherIncreasesDetail/Amt054
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRINCIPAL PAYMENT
TaxesSchedule/TaxesDetail/Amt0147
TaxesSchedule/TaxesDetail/Amt142
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0147
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt142
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SANTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627282631
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BORG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BORG
ReturnHeader/Filer/EIN0366047046
ReturnHeader/Filer/PhoneNum02627282631
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 347
ReturnHeader/Filer/USAddress/CityNm0DELAVAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391358500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN R GROBER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01114 ANN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELAVAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531151702
ReturnHeader/PreparerPersonGrp/PhoneNum02627289666
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R GROBER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T11:48:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,314
Liabilities
$0
Net assets
$298,314
Revenue
$28,060
Expenses
$35,181
Net income
-$7,121
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits