Civic Intelligence

Augusta Area Foundation

990EZ • Fiscal year 2020 • EIN 39-1835141

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 24, 2022

Organization ProfileN/A
PO Box 461Augusta, WI 54722

(715) 286-2223

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$324,703

No earlier filing loaded for comparison.

Net Assets

$324,703

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

$31,766

No earlier filing loaded for comparison.

Expenses

$15,274

No earlier filing loaded for comparison.

Net Income

$16,492

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2020: $324,703Net Assets 2020: $324,7032020Assets 2021: $343,541Liabilities 2021: $0Net Assets 2021: $343,5412021Assets 2022: $355,567Liabilities 2022: $0Net Assets 2022: $355,5672022Assets 2023: $365,587Liabilities 2023: $0Net Assets 2023: $365,5872023Assets 2024: $388,641Net Assets 2024: $388,6412024

Highlighted filing

2020

Assets$324,703
Liabilities-
Net Assets$324,703
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0Revenue 2020: $31,766Expenses 2020: $15,274Net Income 2020: $16,4922020Revenue 2021: $40,028Expenses 2021: $21,190Net Income 2021: $18,8382021Revenue 2022: $37,745Expenses 2022: $25,719Net Income 2022: $12,0262022Revenue 2023: $39,569Expenses 2023: $29,549Net Income 2023: $10,0202023Revenue 2024: $98,294Expenses 2024: $75,238Net Income 2024: $23,0562024

Highlighted filing

2020

Revenue$31,766
Expenses$15,274
Net Income$16,492
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 24, 2022
Return Version
2020v4.0
Gross Receipts
$65,675
Mission and Program Overview

Mission

To provide educational scholarships to individuals

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS-$14,850
PROVIDE SUPPORT TO COMMUNITY NOT-FOR-PROFIT EVENTS--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE ZANKChair-$0--
ELIZABETH ANDERSONTreasurerPT$0--
NANCY FORSETHSecretary-$0--
MATTHEW GABLERBoard Member-$0--
BRIAN STRAUCHBoard Member-$0--
MARTY RUGOTZKEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Augusta Area Foundation
EIN
39-1835141
Phone
7152862223
Address
PO BOX 461, AUGUSTA, WI 54722

Signing Officer

Name
Elizabeth Anderson
Title
Treasurer
Phone
7155794298
Signed
2022-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Financial Concepts LLC
Address
N51359 HOGSTAD RD, OSSEO, WI 54758
Preparer
Brenda L Larson Ea
Phone
7155972213
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item B

“A 990n was origianlly filed in error. This return replaces that form. The gross income exceeds the allowed 50,000.”

Form 990-ez, Part I, Line 16

“Expenses office 265 scholarships 14,250 donations 600 total 15,115”

Form 990-ez, Part II, Line 24

“Digital-ally/vehicle equip 0 4,850 less accumulated depreciation 0 4,850 total 0 0”

Raw XML Appendix146 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0DALE ZANK
CompensationExplanation/CompensationExplanationGrp/PersonNm1ELIZABETH ANDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2NANCY FORSETH
CompensationExplanation/CompensationExplanationGrp/PersonNm3MATTHEW GABLER
CompensationExplanation/CompensationExplanationGrp/PersonNm4BRIAN STRAUCH
CompensationExplanation/CompensationExplanationGrp/PersonNm5MARTY RUGOTZKE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH ANDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07152862223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02120 WITTE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUGUSTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054722
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0308211
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0324703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt044129
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016492
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0104
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0308211
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0324703
IRS990EZ/FundraisingGrossIncomeAmt020295
IRS990EZ/GrossReceiptsAmt065675
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01251
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0308211
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0324703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0308211
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0324703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DALE ZANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY FORSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW GABLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN STRAUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARTY RUGOTZKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015115
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPORT TO COMMUNITY NOT-FOR-PROFIT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt033909
IRS990EZ/SpecialEventsNetIncomeLossAmt0-13614
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015274
IRS990EZ/TotalProgramServiceExpensesAmt014850
IRS990EZ/TotalRevenueAmt031766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt044129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt044129
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021546
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt044129
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt044129
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt044129
IRS990ScheduleA/TotalSupportAmt044129
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 990N WAS ORIGIANLLY FILED IN ERROR. THIS RETURN REPLACES THAT FORM. THE GROSS INCOME EXCEEDS THE ALLOWED 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 265 SCHOLARSHIPS 14,250 DONATIONS 600 TOTAL 15,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIGITAL-ALLY/VEHICLE EQUIP 0 4,850 LESS ACCUMULATED DEPRECIATION 0 4,850 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07155794298
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUGUSTA AREA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0391835141
ReturnHeader/Filer/PhoneNum07152862223
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 461
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320577182
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL CONCEPTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N51359 HOGSTAD RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSSEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054758
ReturnHeader/PreparerPersonGrp/PhoneNum07155972213
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA L LARSON EA
ReturnHeader/ReturnTs02022-01-25T11:57:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,703
Liabilities
-
Net assets
$324,703
Revenue
$31,766
Expenses
$15,274
Net income
$16,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$3.89$0.98$0.75$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.40$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.38$0.26$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.40$0.21$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.25$3.25$0.32$0.15$0.16