Civic Intelligence

Delavan Historic Foundation Inc.

990EZ • Fiscal year 2015 • EIN 39-1839092

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 25, 2016

Organization ProfileN/A
PO Box 342Delavan, WI 53115

(262) 728-8670

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

$65,880

No earlier filing loaded for comparison.

Net Assets

$65,880

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

$151,481

No earlier filing loaded for comparison.

Expenses

$119,512

No earlier filing loaded for comparison.

Net Income

$31,969

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.

$80K$60K$40K$20K$0Assets 2015: $65,880Liabilities 2015: $0Net Assets 2015: $65,8802015

Highlighted filing

2015

Assets$65,880
Liabilities$0
Net Assets$65,880
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2015: $151,481Expenses 2015: $119,512Net Income 2015: $31,9692015

Highlighted filing

2015

Revenue$151,481
Expenses$119,512
Net Income$31,969
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 25, 2016
Return Version
2015v2.1
Gross Receipts
$151,481
Mission and Program Overview

Mission

Engage in activities to serve and educate the community and general public by and through the preservation and enhancement of community awareness and appreciation of the cultural and historically significant heritage and attributes of the delavan wisconsin area.

Program Services

DescriptionGrantsExpenses
WALL SPONSOR-ORGANIZED FUNDRAISER FOR THE WALLDOGS$0$59,800
ALL OTHER OPERATING EXPENSES$0$54,137
AUCTION - ORGANIZED AUCTION EVENT TO SUPPORT WHE WALLDOG EVENT$0$5,575
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN REDDYPresident-$0--
LORIE WUTTKEVice President-$0--
LINDA SIERTTreasurer-$0--
SCOTT CHRISTIANSecretary-$0--
KATHY BOLANDCorresponding Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Delavan Historic Foundation Inc
EIN
39-1839092
Phone
2627288670
Address
PO BOX 342, DELAVAN, WI 53115

Signing Officer

Name
Lorie Wuttke
Title
President
Phone
2627288670
Signed
2016-07-25

Preparer

Firm
Carlson & Associates Cpas Inc
Address
924 WILLIAMS STREET, LAKE GENEVA, WI 53147
Preparer
Sheree L Carlson CPA Cff
Phone
2622491400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: bank interest. Amount: 5.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: advertising. Amount: 7,355. Description: entertainment. Amount: 2,500. Description: merchandise. Amount: 5,575. Description: supplies. Amount: 30,040. Description: telephone, telecommunications. Amount: 1,642. Description: miscellaneous. Amount: 2,528. Total to form 990-ez, line 16: 49,640.”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ELLEN REDDY
IRS990EZ/BooksInCareOfDetail/PhoneNum02627288670
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 342
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DELAVAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065880
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010265
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt031969
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt059800
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033911
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065880
IRS990EZ/GrossReceiptsAmt0151481
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033911
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033911
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065880
IRS990EZ/OccupancyRentUtltsAndMaintAmt04395
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLEN REDDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORIE WUTTKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA SIERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT CHRISTIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHY BOLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt049640
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ENGAGE IN ACTIVITIES TO SERVE AND EDUCATE THE COMMUNITY AND GENERAL PUBLIC BY AND THROUGH THE PRESERVATION AND ENHANCEMENT OF COMMUNITY AWARENESS AND APPRECIATION OF THE CULTURAL AND HISTORICALLY SIGNIFICANT HERITAGE AND ATTRIBUTES OF THE DELAVAN WISCONSIN AREA.
IRS990EZ/PrintingPublicationsPostageAmt05677
IRS990EZ/ProgramServiceRevenueAmt0141211
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WALL SPONSOR-ORGANIZED FUNDRAISER FOR THE WALLDOGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AUCTION - ORGANIZED AUCTION EVENT TO SUPPORT WHE WALLDOG EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ALL OTHER OPERATING EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15575
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt254137
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0119512
IRS990EZ/TotalProgramServiceExpensesAmt0119512
IRS990EZ/TotalRevenueAmt0151481
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010265
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt010265
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010265
IRS990ScheduleA/Total509Grp/TotalAmt010265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010265
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ADVERTISING. AMOUNT: 7,355. DESCRIPTION: ENTERTAINMENT. AMOUNT: 2,500. DESCRIPTION: MERCHANDISE. AMOUNT: 5,575. DESCRIPTION: SUPPLIES. AMOUNT: 30,040. DESCRIPTION: TELEPHONE, TELECOMMUNICATIONS. AMOUNT: 1,642. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,528. TOTAL TO FORM 990-EZ, LINE 16: 49,640.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORIE WUTTKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627288670
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELAVAN HISTORIC FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DELA
ReturnHeader/Filer/EIN0391839092
ReturnHeader/Filer/PhoneNum02627288670
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 342
ReturnHeader/Filer/USAddress/CityNm0DELAVAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471187441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSON & ASSOCIATES CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0924 WILLIAMS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE GENEVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053147
ReturnHeader/PreparerPersonGrp/PhoneNum02622491400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHEREE L CARLSON CPA CFF
ReturnHeader/ReturnTs02016-08-15T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,880
Liabilities
$0
Net assets
$65,880
Revenue
$151,481
Expenses
$119,512
Net income
$31,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.51$1.20$0.32