Civic Intelligence

Appleton Medical Center Foundation Inc

990 • Fiscal year 2011 • EIN 39-1459276

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 08, 2012

Organization ProfileWWW.AMCFOUNDATION.ORG
1818 North Meade Street54911
Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

33rd percentile

-1.5%

Faster asset growth than 33% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$10,645,212

Down $161,827 (-1.5%) from 2010

Net Assets

Down

$10,594,784

Down $183,473 (-1.7%) from 2010

Liabilities

Up

$50,428

Up $21,646 (+75%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$521,130

Down $116,905 (-18%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2010: $10,807,039Liabilities 2010: $28,782Net Assets 2010: $10,778,2572010Assets 2011: $10,645,212Liabilities 2011: $50,428Net Assets 2011: $10,594,7842011Assets 2012: $12,041,669Liabilities 2012: $37,905Net Assets 2012: $12,003,7642012Assets 2013: $814,463Liabilities 2013: $814,463Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2011

Assets$10,645,212
Liabilities$50,428
Net Assets$10,594,784
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2010: $638,0352010Expenses 2011: $521,1302011Expenses 2012: $511,4962012Revenue 2013: $1,253,178Expenses 2013: $1,144,232Net Income 2013: $108,9462013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2011

Revenue-
Expenses$521,130
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 8, 2012
Return Version
2011v1.2
Gross Receipts
$4,843,728
Mission and Program Overview

Mission

To raise funds and carry out the purposes of the appleton medical center, appleton, wi. These purposes include the encouragement of effective services within and around appleton and the greater fox valley area by providing scholarships and grants to organizations that support amc's purpose. To create and support hospital health care initiatives through funding for the appleton medical center and related other community health care providers.

Major Activities

Activity 2
15 scholarships were granted to individuals who are going into the medical field of study.
Filing and Contact Details

Filer

EIN
39-1459276
Raw XML AppendixShowing 400 of 780 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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IRS990ScheduleA/FactsAndCircumstancesTest0APPLETON MEDICAL CENTER FOUNDATION (THE FOUNDATION) DOES NOT MEET THE 33 1/3% PUBLIC SUPPORT TEST FOR THE CURRENT OR PRIOR YEAR (AS CORRECTED). HOWEVER, PURSUANT TO TREASURY REG. 1.170A-9(F)(3), IT SATISFIES THE 10% FACTS AND CIRCUMSTANCES TEST. THE FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. HOWEVER, IT RECEIVED PERIODIC SIGNIFICANT CONTRIBUTIONS FROM A RELATED ORGANIZATION, THEDACARE, INC., THAT IS A SECTION 509(A)(3) SUPPORTING ORGANIZATION AND THEREFORE NOT AN EXCLUDED PUBLICLY SUPPORTED ORGANIZATION. THESE SIGNIFICANT CONTRIBUTIONS MADE DURING 2008 AND 2010 HAVE NOT BEEN VIEWED AS UNUSUAL GRANTS. WITHOUT THESE CONTRIBUTIONS, THE FOUNDATION EASILY SATISFIES THE 33 1/3% TEST. FURTHERMORE, DURING 2009 THE FOUNDATION CONTRIBUTED BACK TO THEDACARE ALMOST $635,000. IF THESE CONTRIBUTIONS WERE NETTED, THE CURRENT YEAR PUBLIC SUPPORT PERCENTAGE WOULD BE 44.23%. BASED ON THESE FACTORS, THE FOUNDATION BELIEVES THAT IT IS PUBLICLY-SUPPORTED AS DEFINED BY THE INTERNAL REVENUE CODE AND REGULATIONS THEREUNDER.
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IRS990ScheduleD/ExpensesSubtotal0521130
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S). UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT EXCEED THE PRICE AND YIELD RESULTS OF THE S&P 500 INDEX WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE FOUNDATION FOLLOWS FASB GUIDANCE ON INCOME TAXES, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FOUNDATION, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AT DECEMBER 31, 2011 AND 2010, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. THE FOUNDATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. TAX RETURNS FILED BY THE FOUNDATION ARE GENERALLY OPEN FOR EXAMINATION FOR THE YEARS 2008 THROUGH 2011.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2SPECIAL EVENT EXPENSE 35,170.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3SPECIAL EVENT EXPENSE 35,170.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-20360
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-20360
IRS990ScheduleD/OtherExpensesIncluded035170
IRS990ScheduleD/OtherRevenues035170
IRS990ScheduleD/PermanentEndowmentEOYBalance00.31460
IRS990ScheduleD/RevenueNotRptdF990014810
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0358017
IRS990ScheduleD/TotalAdjustments0-20360
IRS990ScheduleD/TotalExpenses0521130
IRS990ScheduleD/TotalExpensesPerForm9900521130
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0358017
IRS990ScheduleD/TotalRevenuePerForm9900358017
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0556300
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0372827
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents031229
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1063613
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2026670
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal090283
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1063613
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2026670
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents090283
IRS990ScheduleG/EventsInformation/NameOfEvent10HIGH FLYING GOLF OUTING
IRS990ScheduleG/EventsInformation/NameOfEvent20LAUGHTER IS THE BEST MEDICINE
IRS990ScheduleG/EventsInformation/NetIncomeSummary059054
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent10318
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent20612

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,645,212
Liabilities
$50,428
Net assets
$10,594,784
Revenue
-
Expenses
$521,130
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.00$1.25$1.14$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.04$12.0$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.05$10.6$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$0.03$10.8$0.64