Civic Intelligence

Delavan-Darien School District Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1258174

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profilewww.ddschools.org/district/delavan_dar
P O Box 582Delavan, WI 53115

(262) 728-3938

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$823,552

Up $93,522 (+13%) from 2016

Net Assets

Up

$823,552

Up $93,522 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$158,665

Up $92,193 (+139%) from 2016

Expenses

Up

$65,143

Up $1,343 (+2.1%) from 2016

Net Income

Up

$93,522

Up $90,850 (+3400%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $693,299Liabilities 2011: $0Net Assets 2011: $693,2992011Assets 2012: $722,740Liabilities 2012: $0Net Assets 2012: $722,7402012Assets 2013: $699,320Liabilities 2013: $0Net Assets 2013: $699,3202013Assets 2014: $719,471Liabilities 2014: $0Net Assets 2014: $719,4712014Assets 2015: $727,358Liabilities 2015: $0Net Assets 2015: $727,3582015Assets 2016: $730,030Liabilities 2016: $0Net Assets 2016: $730,0302016Assets 2017: $823,552Liabilities 2017: $0Net Assets 2017: $823,5522017Assets 2018: $942,456Liabilities 2018: $0Net Assets 2018: $942,4562018Assets 2019: $1,056,065Liabilities 2019: $0Net Assets 2019: $1,056,0652019Assets 2020: $1,105,489Liabilities 2020: $0Net Assets 2020: $1,105,4892020Assets 2021: $1,175,050Liabilities 2021: $0Net Assets 2021: $1,175,0502021Assets 2022: $1,081,008Liabilities 2022: $0Net Assets 2022: $1,081,0082022Assets 2023: $1,227,871Liabilities 2023: $0Net Assets 2023: $1,227,8712023Assets 2024: $1,248,417Liabilities 2024: $0Net Assets 2024: $1,248,4172024

Highlighted filing

2017

Assets$823,552
Liabilities$0
Net Assets$823,552
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $63,8102011Expenses 2012: $70,7772012Revenue 2013: $37,513Expenses 2013: $54,503Net Income 2013: -$16,9902013Revenue 2014: $84,006Expenses 2014: $72,918Net Income 2014: $11,0882014Revenue 2015: $77,296Expenses 2015: $69,409Net Income 2015: $7,8872015Revenue 2016: $66,472Expenses 2016: $63,800Net Income 2016: $2,6722016Revenue 2017: $158,665Expenses 2017: $65,143Net Income 2017: $93,5222017Revenue 2018: $207,054Expenses 2018: $88,150Net Income 2018: $118,9042018Revenue 2019: $196,885Expenses 2019: $108,419Net Income 2019: $88,4662019Revenue 2020: $100,126Expenses 2020: $107,677Net Income 2020: -$7,5512020Revenue 2021: $64,245Expenses 2021: $42,157Net Income 2021: $22,0882021Revenue 2022: $146,635Expenses 2022: $120,735Net Income 2022: $25,9002022Revenue 2023: $247,361Expenses 2023: $117,393Net Income 2023: $129,9682023Revenue 2024: $108,984Expenses 2024: $123,461Net Income 2024: -$14,4772024

Highlighted filing

2017

Revenue$158,665
Expenses$65,143
Net Income$93,522
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$160,938
Mission and Program Overview

Mission

Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$467,414$564,728▲ $97,314
Investments in Publicly Traded Securities$258,213$253,781▼ $4,432
Cash and Non-Interest-Bearing Accounts$4,403$5,043▲ $640
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$730,030$823,552▲ $93,522
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$624,393$624,393→ $0
Unrestricted Net Assets$105,637$199,159▲ $93,522
Total Net Assets Fund Balance$730,030$823,552▲ $93,522
Total Liabilities and Net Assets / Fund Balance$730,030$823,552▲ $93,522
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Sarah LogtermanPresident
Deb BurdickVice President
Cori PriceDirector
Josh DuesterbeckDirector
Matt FaytleDirector
Steven CervantesDirector
Jill HellerExecutive Director
Jodi ScottScholarship COO
Mike HeineSecretary
Robert CristSuperintendent
Leslie WarneckeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,821
Program Service Revenue
$0
Investment Income
$11,514
Other Revenue
$18,330
All Other Contributions
$128,821
Change in Net Assets
$93,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,850
Other Expenses$6,293
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,850--$58,850
Fees for Services Accounting-$4,525-$4,525
Insurance-$1,158-$1,158
Other Expenses-$95-$95
Total Functional Expenses$58,850$6,293$0$65,143
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,603
Fundraising Direct Expenses$2,273
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Tasting Event$20,603$20,603$2,273$18,330
Total Events$20,603$20,603$2,273$18,330
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Delavan-Darien School District
EIN
39-1258174
Phone
2627283938
Address
P O Box 582, Delavan, WI 53115

Signing Officer

Name
Leslie Warnecke
Title
Treasurer
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Logterman
Formed
1972
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
11

Preparer

Firm
Sorge CPA & Business Advisors SC
Address
5221 Monona Drive, Monona, WI 53716-2721
Preparer
Tammy Knight
Phone
6082212253
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt093522
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0467414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0564728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0103821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt056137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0265720
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0963
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055461
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66940
IRS990ScheduleA/PublicSupportPY170Pct00.68490
IRS990ScheduleA/PublicSupportTotal170Amt0265720
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103821
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029475
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054862
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt056137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0265720
IRS990ScheduleA/TotalSupportAmt0396951
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt018330
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt015372
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt014785
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt013158
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt014125
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt075770
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02273
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE TASTING EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020603
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020603
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018330
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02273
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02273
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt058850
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0624393
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0624393
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0730030
IRS990/TotalAssetsEOYAmt0823552
IRS990/TotalAssetsGrp/BOYAmt0730030
IRS990/TotalAssetsGrp/EOYAmt0823552
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0128821
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06293
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058850
IRS990/TotalFunctionalExpensesGrp/TotalAmt065143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0730030
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0823552
IRS990/TotalProgramServiceExpensesAmt058850
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt029844
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0158665
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0730030
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0823552
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0105637
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0199159
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$823,552
Liabilities
$0
Net assets
$823,552
Revenue
$158,665
Expenses
$65,143
Net income
$93,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.11$0.12$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.25$0.12$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.15$0.12$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.06$0.04$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.10$0.11$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.20$0.11$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.21$0.09$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.16$0.07$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.07$0.06$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.08$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.08$0.07$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.70$0.00$0.70$0.04$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.06