Civic Intelligence

Geneva Area Foundation

990 • Fiscal year 2019 • EIN 39-0892022

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

PO Box 71Lake Geneva, WI 53147

(262) 248-4382

Siviq Scores

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

Liabilities / Assets

65th percentile

0.11x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.55x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

53rd percentile

5.6%

Faster revenue growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$907,382

Up $57,753 (+6.8%) from 2018

Net Assets

Up

$808,293

Up $49,751 (+6.6%) from 2018

Liabilities

Up

$99,089

Up $8,002 (+8.8%) from 2018

Revenue

Up

$180,026

Up $9,624 (+5.6%) from 2018

Expenses

Up

$178,362

Up $19,225 (+12%) from 2018

Net Income

Down

$1,664

Down $9,601 (-85%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $422,985Liabilities 2010: $9,163Net Assets 2010: $413,8222010Assets 2011: $475,129Liabilities 2011: $26,168Net Assets 2011: $448,9612011Assets 2012: $505,879Liabilities 2012: $26,332Net Assets 2012: $479,5472012Assets 2013: $530,990Liabilities 2013: $39,411Net Assets 2013: $491,5792013Assets 2014: $778,024Liabilities 2014: $48,667Net Assets 2014: $729,3572014Assets 2015: $798,523Liabilities 2015: $74,395Net Assets 2015: $724,1282015Assets 2016: $800,777Liabilities 2016: $77,600Net Assets 2016: $723,1772016Assets 2017: $835,677Liabilities 2017: $78,105Net Assets 2017: $757,5722017Assets 2018: $849,629Liabilities 2018: $91,087Net Assets 2018: $758,5422018Assets 2019: $907,382Liabilities 2019: $99,089Net Assets 2019: $808,2932019Assets 2020: $949,756Liabilities 2020: $80,814Net Assets 2020: $868,9422020Assets 2021: $1,044,107Liabilities 2021: $72,490Net Assets 2021: $971,6172021Assets 2022: $924,787Liabilities 2022: $33,356Net Assets 2022: $891,4312022Assets 2023: $1,026,201Liabilities 2023: $61,908Net Assets 2023: $964,2932023Assets 2024: $1,130,383Liabilities 2024: $77,370Net Assets 2024: $1,053,0132024

Highlighted filing

2019

Assets$907,382
Liabilities$99,089
Net Assets$808,293

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $83,201Expenses 2010: $74,663Net Income 2010: $8,5382010Revenue 2011: $138,069Expenses 2011: $96,819Net Income 2011: $41,2502011Expenses 2012: $102,3412012Revenue 2013: $114,635Expenses 2013: $110,592Net Income 2013: $4,0432013Revenue 2014: $348,819Expenses 2014: $110,336Net Income 2014: $238,4832014Revenue 2015: $153,750Expenses 2015: $131,558Net Income 2015: $22,1922015Revenue 2016: $143,220Expenses 2016: $150,628Net Income 2016: -$7,4082016Revenue 2017: $152,662Expenses 2017: $149,257Net Income 2017: $3,4052017Revenue 2018: $170,402Expenses 2018: $159,137Net Income 2018: $11,2652018Revenue 2019: $180,026Expenses 2019: $178,362Net Income 2019: $1,6642019Revenue 2020: $172,672Expenses 2020: $149,190Net Income 2020: $23,4822020Revenue 2021: $240,597Expenses 2021: $155,839Net Income 2021: $84,7582021Revenue 2022: $234,768Expenses 2022: $195,159Net Income 2022: $39,6092022Revenue 2023: $225,846Expenses 2023: $203,738Net Income 2023: $22,1082023Revenue 2024: $273,696Expenses 2024: $209,852Net Income 2024: $63,8442024

Highlighted filing

2019

Revenue$180,026
Expenses$178,362
Net Income$1,664
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$187,789
Mission and Program Overview

Mission

NONE

Maintenance and upkeep of horticultural hall

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$321,479$416,543▲ $95,064
Land, Buildings, and Equipment, Net$434,239$412,238▼ $22,001
Cash and Non-Interest-Bearing Accounts$88,446$77,546▼ $10,900
Prepaid Expenses and Deferred Charges$4,410$0▼ $4,410
Accounts Receivable$1,055$1,055→ $0
Total Assets$849,629$907,382▲ $57,753
Liabilities
Other Liabilities$91,087$99,089▲ $8,002
Total Liabilities$91,087$99,089▲ $8,002
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$758,542$808,293▲ $49,751
Total Net Assets Fund Balance$758,542$808,293▲ $49,751
Total Liabilities and Net Assets / Fund Balance$849,629$907,382▲ $57,753

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$133,296$168,238$301,534
Leasehold Improvements$149,621$56,757$206,378
Land$120,610-$120,610
Equipment$8,711$28,288$36,999
Other Land Buildings$0--
Other Securities$416,543--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$46,600
Program Service Revenue
$114,820
Investment Income
$0
Other Revenue
$18,606
All Other Contributions
$46,600
Change in Net Assets
$1,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,969
Salaries, Compensation, and Employee Benefits$50,393
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,959--$46,959
Occupancy$40,817--$40,817
Depreciation Depletion$15,040$15,041-$30,081
Insurance$14,555--$14,555
All Other Expenses$4,946--$4,946
Payroll Taxes$3,434--$3,434
Other Expenses$2,000--$2,000
Fees for Services Accounting$1,115--$1,115
Total Functional Expenses$163,321$15,041$0$178,362
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,775
Fundraising Direct Expenses$7,763
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Hall Rent$98,315
Payroll Liabilities$774
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Executive director and one of the directors are husband and wife.

Form 990, Part VI, Section B, Line 11B

The association's board of directors gets together and examines the 990.

Form 990, Part VI, Section C, Line 19

If anyone wishes to view the governing documents, conflict of interest policy, or financial statements they can stop in and visit the association.

Filing and Contact Details

Filer

Filer Name
Geneva Area Foundation Inc
EIN
39-0892022
Phone
2622484382
Address
PO BOX 71, LAKE GENEVA, WI 53147

Signing Officer

Name
Mike Buttleman
Title
Treasurer
Phone
2622484382
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Thompson
Formed
1911
Legal Domicile
Wi
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Firm
Chamberlain & Associates Cpas Llp
Address
PO BOX 1119, LAKE GENEVA, WI 53147
Preparer
Gary Otte CPA
Phone
2622491100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

UNREALIZED GAINS 48,087.

Raw XML AppendixShowing 400 of 500 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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IRS990/OtherExpensesGrp/ProgramServicesAmt15140
IRS990/OtherExpensesGrp/ProgramServicesAmt22736
IRS990/OtherExpensesGrp/ProgramServicesAmt32000
IRS990/OtherExpensesGrp/TotalAmt026579
IRS990/OtherExpensesGrp/TotalAmt15140
IRS990/OtherExpensesGrp/TotalAmt22736
IRS990/OtherExpensesGrp/TotalAmt32000
IRS990/OtherLiabilitiesGrp/BOYAmt091087
IRS990/OtherLiabilitiesGrp/EOYAmt099089
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900001
IRS990/OtherRevenueMiscGrp/Desc0DIVIDENDS
IRS990/OtherRevenueMiscGrp/Desc1MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc2INTEREST INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012118
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1400
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt276
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012118
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt276
IRS990/OtherRevenueTotalAmt012594
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt046959
IRS990/OtherSalariesAndWagesGrp/TotalAmt046959
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03434
IRS990/PayrollTaxesGrp/TotalAmt03434
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04410
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WILLIAM THOMPSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/Desc0HALL RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0114820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0114820
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt048898
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0109262
IRS990/PYOtherRevenueAmt08899
IRS990/PYProgramServiceRevenueAmt0112605
IRS990/PYRevenuesLessExpensesAmt011265
IRS990/PYSalariesCompEmpBnftPaidAmt049875
IRS990/PYTotalExpensesAmt0159137
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0170402
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01664
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0127414
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048365
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt014900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0154708
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012193
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013634
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011040
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019680
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt060038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0121233
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0118546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0124128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0104990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0116417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0585314
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019680
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt060038
IRS990ScheduleA/InvestmentIncomeCYPct00.07500
IRS990ScheduleA/InvestmentIncomePYPct00.05300
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92500
IRS990ScheduleA/PublicSupportPY509Pct00.94700
IRS990ScheduleA/PublicSupportTotal509Amt0740022
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0167833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0166911
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0139028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0132180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0134070
IRS990ScheduleA/Total509Grp/TotalAmt0740022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0180026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0170402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0152662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0143220
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0153750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0800060
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0133296
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0168238
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0301534
IRS990ScheduleD/EquipmentGrp/BookValueAmt08711
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028288
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036999
IRS990ScheduleD/LandGrp/BookValueAmt0120610
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0120610
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0149621
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt056757
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0206378
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098315
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1774
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED HALL RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0416543
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0412238

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.08$1.05$0.27$0.21$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.06$0.96$0.23$0.20$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.03$0.89$0.23$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.07$0.97$0.24$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.08$0.87$0.17$0.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.10$0.81$0.18$0.18$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.09$0.76$0.17$0.16$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.08$0.76$0.15$0.15$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.08$0.72$0.14$0.15$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.07$0.72$0.15$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.73$0.35$0.11$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.04$0.49$0.11$0.11$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.03$0.48$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.03$0.45$0.14$0.10$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.01$0.41$0.08$0.07$0.01