Civic Intelligence

Augusta Area Foundation

990EZ • Fiscal year 2023 • EIN 39-1835141

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileN/A
207 W Lincoln Suite D PO Box 282Augusta, WI 54722

(715) 286-2223

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

4.8%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$365,587

Up $10,020 (+2.8%) from 2022

Net Assets

Up

$365,587

Up $10,020 (+2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$39,569

Up $1,824 (+4.8%) from 2022

Expenses

Up

$29,549

Up $3,830 (+15%) from 2022

Net Income

Down

$10,020

Down $2,006 (-17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2023

Assets$365,587
Liabilities$0
Net Assets$365,587
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

2023

Revenue$39,569
Expenses$29,549
Net Income$10,020
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$52,109
Mission and Program Overview

Mission

To provide educational scholarships to individuals

Program Services

DescriptionGrantsExpenses
PROVIDE SUPPORT TO COMMUNITY NOT-FOR-PROFIT EVENTS-$18,845
PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS 15 SCHOLARSHIPS WERE PROVIDED-$10,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ANDERSONTreasurer-$0--
NANCY FORSETHSecretary-$0--
MATTHEW GABLERChair-$0--
BRIAN STRAUCHVice Chair-$0--
MARTY RUGOTZKEBoard Member-$0--
TRISHA IVESBoard Member-$0--
ALEXIS BERGMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Augusta Area Foundation
EIN
39-1835141
Phone
7152862223
Address
207 W LINCOLN SUITE D PO BOX 282, AUGUSTA, WI 54722

Signing Officer

Name
Elizabeth Anderson
Title
Treasurer
Phone
7155794298
Signed
2024-05-13
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, Part I, Line 16

“Expenses office 555 scholarships 10,000 donations 5,200 backpack program food 2,100 contributions 11,545 total 29,400”

Form 990-ez, Part II, Line 24

“4,850 0 less accumulated depreciation 4,850 0 total 0 0”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0355567
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0365587
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035465
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010020
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0149
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0355567
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0365587
IRS990EZ/FundraisingGrossIncomeAmt05314
IRS990EZ/GrossReceiptsAmt052109
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011330
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0355567
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0365587
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0355567
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0365587
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY FORSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW GABLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN STRAUCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTY RUGOTZKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRISHA IVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALEXIS BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL SCHOLARSHIPS TO INDIVIDUALS 15 SCHOLARSHIPS WERE PROVIDED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE SUPPORT TO COMMUNITY NOT-FOR-PROFIT EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012540
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7226
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029549
IRS990EZ/TotalProgramServiceExpensesAmt028845
IRS990EZ/TotalRevenueAmt039569
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FOUNDATION
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0197198
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0584
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010927
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt077629
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94750
IRS990ScheduleA/PublicSupportPY170Pct00.99640
IRS990ScheduleA/PublicSupportTotal170Amt0197198
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080921
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044129
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0197198
IRS990ScheduleA/TotalSupportAmt0208125
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/ExplanationTxt0EXPENSES OFFICE 555 SCHOLARSHIPS 10,000 DONATIONS 5,200 BACKPACK PROGRAM FOOD 2,100 CONTRIBUTIONS 11,545 TOTAL 29,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14,850 0 LESS ACCUMULATED DEPRECIATION 4,850 0 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07155794298
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AUGUSTA AREA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0391835141
ReturnHeader/Filer/PhoneNum07152862223
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 W LINCOLN SUITE D PO BOX 282
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054722
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA L LARSON EA
ReturnHeader/ReturnTs02024-05-13T14:59:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,587
Liabilities
$0
Net assets
$365,587
Revenue
$39,569
Expenses
$29,549
Net income
$10,020
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