Civic Intelligence

Friends of Appleton Library

EIN 39-1550376 • 501(c)3 • Appleton, WI

Profile

To support and promote the appleton public library by encouraging public support as well as gifts, grants, and bequests.

225 North Oneida StreetAppleton, WI 54911

www.apl.org/FRIENDS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$64,468

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

94th percentile

56%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$9,046,149

Up $6,634,333 (+275%) from 2022

Liabilities

Down

$13,978

Down $2,514 (-15%) from 2022

Net Assets

Up

$9,032,171

Up $6,636,847 (+277%) from 2022

Revenue

Up

$6,851,123

Up $6,284,129 (+1108%) from 2022

Expenses

Up

$259,844

Up $25,118 (+11%) from 2022

Net Income

Up

$6,591,279

Up $6,259,011 (+1884%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $1,688,003Liabilities 2011: $5,453Net Assets 2011: $1,682,5502011Assets 2012: $1,563,337Liabilities 2012: $9,145Net Assets 2012: $1,554,1922012Assets 2013: $1,637,537Liabilities 2013: $254Net Assets 2013: $1,637,2832013Assets 2014: $1,830,578Liabilities 2014: $2,651Net Assets 2014: $1,827,9272014Assets 2015: $1,881,277Liabilities 2015: $2,425Net Assets 2015: $1,878,8522015Assets 2016: $1,633,221Liabilities 2016: $4,118Net Assets 2016: $1,629,1032016Assets 2017: $1,794,988Liabilities 2017: $1,835Net Assets 2017: $1,793,1532017Assets 2018: $1,864,475Liabilities 2018: $1,626Net Assets 2018: $1,862,8492018Assets 2019: $1,833,287Liabilities 2019: $2,199Net Assets 2019: $1,831,0882019Assets 2020: $1,969,373Liabilities 2020: $2,825Net Assets 2020: $1,966,5482020Assets 2021: $2,407,387Liabilities 2021: $3,276Net Assets 2021: $2,404,1112021Assets 2022: $2,411,816Liabilities 2022: $16,492Net Assets 2022: $2,395,3242022Assets 2023: $9,046,149Liabilities 2023: $13,978Net Assets 2023: $9,032,1712023

Latest loaded filing

2023

Assets$9,046,149
Liabilities$13,978
Net Assets$9,032,171

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $170,879Expenses 2011: $170,000Net Income 2011: $8792011Revenue 2012: $160,746Expenses 2012: $172,704Net Income 2012: -$11,9582012Revenue 2013: $194,372Expenses 2013: $157,160Net Income 2013: $37,2122013Revenue 2014: $302,681Expenses 2014: $197,607Net Income 2014: $105,0742014Revenue 2015: $416,781Expenses 2015: $243,399Net Income 2015: $173,3822015Revenue 2016: $215,785Expenses 2016: $360,000Net Income 2016: -$144,2152016Revenue 2017: $251,350Expenses 2017: $268,873Net Income 2017: -$17,5232017Revenue 2018: $304,700Expenses 2018: $280,915Net Income 2018: $23,7852018Revenue 2019: $156,839Expenses 2019: $176,712Net Income 2019: -$19,8732019Revenue 2020: $333,208Expenses 2020: $177,797Net Income 2020: $155,4112020Revenue 2021: $307,324Expenses 2021: $185,270Net Income 2021: $122,0542021Revenue 2022: $566,994Expenses 2022: $234,726Net Income 2022: $332,2682022Revenue 2023: $6,851,123Expenses 2023: $259,844Net Income 2023: $6,591,2792023

Latest loaded filing

2023

Revenue$6,851,123
Expenses$259,844
Net Income$6,591,279

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.05$0.01$9.03$6.85$0.26$6.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.02$2.40$0.57$0.23$0.33
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.40$0.31$0.19$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.33$0.18$0.16
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$0.16$0.18$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.30$0.28$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.25$0.27$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.22$0.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.42$0.24$0.17
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.30$0.20$0.11
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.19$0.16$0.04
2012Summary only. Only limited summary data is available for this year.$1.56$0.01$1.55$0.16$0.17$0.01
2011Summary only. Only limited summary data is available for this year.$1.69$0.01$1.68$0.17$0.17$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 14, 2022
Return Version
2020v4.0
Gross Receipts
$405,092
Mission and Program Overview

Mission

To support and promote the appleton public library by encouraging public support as well as gifts, grants, and bequests.

Friends of appleton public library (friends) advocates and raises funds for the appleton public library (apl) and serves as a bridge between the library and the greater appleton community. Public funding isnt enough to provide all the services and resources that our community needs. With friends funds, apl provides enhanced library services beyond those paid for with tax dollars for all ages, demographics, residents and visitors of the fox cities communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$80,194$269,381▲ $189,187
Cash and Non-Interest-Bearing Accounts$17,956$107,045▲ $89,089
Pledges and Grants Receivable$218,430$209▼ $218,221
Total Assets$1,969,373$2,407,387▲ $438,014
Other Assets Total$1,652,793$2,030,752▲ $377,959
Liabilities
Accounts Payable and Accrued Expenses$2,825$3,276▲ $451
Total Liabilities$2,825$3,276▲ $451
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,895,717$2,336,621▲ $440,904
Net Assets With Donor Restrictions$70,831$67,490▼ $3,341
Total Net Assets Fund Balance$1,966,548$2,404,111▲ $437,563
Total Liabilities and Net Assets / Fund Balance$1,969,373$2,407,387▲ $438,014

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,030,752--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kara SullivanExecutive DiPT$18,988$18,988

Board Members and Trustees

NameTitle
Connie RoopPresident
B SridharDirector
Cassie McdonaldDirector
Erin ChudacoffDirector
Jeff KnezelDirector
John PtacekDirector
Kathryn GlynnDirector
Kirsten FinlaysonDirector
Lee AllingerDirector
Nanci MickeDirector
Nick RossDirector
Priscilla DanielsDirector
Terry BergmanTrustee Appo
Colleen RortvedtNon-voting D
Chuck EricksonSecretary
Amy PriceTreasurer
Don HietpasVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$159,856
Program Service Revenue
$0
Investment Income
$143,733
Other Revenue
$3,735
All Other Contributions
$114,626
Change in Net Assets
$122,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$117,250
Other Expenses$34,761
Salaries, Compensation, and Employee Benefits$33,259
Total Fundraising Expense$16,961
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,650--$115,650
Current Officers, Directors, Trustees, and Key Employees$6,330$6,329$6,329$18,988
Fees for Service Investment Mgmnt Fees-$15,248-$15,248
Comp Disqual Persons$3,605$3,314$3,313$10,232
Office Expenses-$1,705$4,318$6,023
Fees for Services Other-$3,879$1,500$5,379
Fees for Services Accounting-$4,800-$4,800
Payroll Taxes$823$770$771$2,364
Insurance-$1,948-$1,948
Other Salaries and Wages$838$419$418$1,675
Grants to Domestic Individuals$1,600--$1,600
Travel-$145-$145
Advertising-$80$50$130
Other Expenses-$100$262$100
Total Functional Expenses$128,846$39,463$16,961$185,270
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Appleton Public LibraryAppleton, WI170(b)See 990 Part 3 Ln 4a$69,800
Outagamie Waupaca Library SystemAppleton, WI-Update Technology$45,850
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,553
Fundraising Direct Expenses$5,818
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Non-campaign Ev$16,513-$500-
I Love My Libra$32,802$4,085$5,318$-1,233
Total Events$54,783$9,553$5,818$3,735
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members of the organization are considered to be anyone who donates during the course of the fiscal year per the by-laws.

Form 990, Page 6, Part VI, Line 7A

The nominating committee nominates new board members. The full board then votes on new board members at our annual meeting as per our bylaws.

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the board president and finance committee prior to filing. A complete copy of form 990 is also provided to all board directors at time of filing.

Form 990, Page 6, Part VI, Line 12C

Board directors sign a conflict of interest document each year in which they are asked to disclose all interests in which they may have conflict. At that annual meeting we review definitions of conflict of interest with the board directors and their signatures indicate they will disclose all facts material to the conflict of interest which will be reflected in meeting minutes. Persons with conflicts may not participate in those decisions except to disclose material facts and to respond to questions.

Form 990, Page 6, Part VI, Line 15A

Executive director compensation is subject to the review and approval of the organization's governing body. The ed submits performance goals and objectives at the beginning of the fiscal year. Compensation is determined at the end of the fiscal year after these completed goals and objectives and professional competencies are reviewed.

Form 990, Page 6, Part VI, Line 19

The friends of appleton library makes these documents available upon request.

Filing and Contact Details

Filer

Filer Name
Friends of Appleton Library
EIN
39-1550376
Phone
9208323931
Address
225 NORTH ONEIDA STREET, APPLETON, WI 54911

Signing Officer

Name
Kara Sullivan
Title
Executive Director
Phone
9208323931
Signed
2022-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kara Sullivan
Formed
1985
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
60

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Jamie Rosin
Phone
9209930105
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Friends of appleton public library (friends) advocates and raises funds for the appleton public library (apl) and serves as a bridge between the library and the greater appleton community. Public funding isnt enough to provide all the services and resources that our community needs. With friends funds, apl provides enhanced library services beyond those paid for with tax dollars for all ages, demographics, residents and visitors of the fox cities communities.

Raw XML AppendixShowing 400 of 513 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/ActivityOrMissionDesc0FRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16NON-VOTING D
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE APPO
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IRS990/MissionDesc0FRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES.
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IRS990/OtherExpensesGrp/Desc1VOLUNTEER & DONOR RECOGNI
IRS990/OtherExpensesGrp/Desc2LICENSES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL MEMBERSHIPS
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IRS990/PrincipalOfficerNm0KARA SULLIVAN
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 578
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05818
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0I LOVE MY LIBRA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NON-CAMPAIGN EV
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016513
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03735
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IRS990ScheduleI/RecipientTable/CashGrantAmt145850
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE 990 PART 3 LN 4A

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