Civic Intelligence

Greater Sauk County Community Foundation Inc

EIN 39-1919240 • 501(c)3 • Baraboo, WI

Profile

Encourage, solicit, and administer gifts, bequests, donations, etc. And evaluate proposals from other non-profit charitable organizations involved in community improvement projects intended to promote the betterment of the baraboo area.

PO Box 544Baraboo, WI 53913

www.greatersaukcountycf.org

Siviq Scores

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

Liabilities / Assets

41st percentile

0.11x

Higher debt load relative to assets than 41% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.38x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

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

Assets

Up

$16,657,085

Up $3,352,012 (+25%) from 2023

Liabilities

Up

$1,862,707

Up $202,684 (+12%) from 2023

Net Assets

Up

$14,794,378

Up $3,149,328 (+27%) from 2023

Revenue

Up

$4,879,995

Up $1,420,593 (+41%) from 2023

Expenses

Up

$1,730,667

Up $908,634 (+111%) from 2023

Net Income

Up

$3,149,328

Up $511,959 (+19%) from 2023

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $2,556,264Liabilities 2010: $122Net Assets 2010: $2,556,1422010Assets 2011: $2,661,715Liabilities 2011: $22Net Assets 2011: $2,661,6932011Assets 2012: $2,969,017Liabilities 2012: $3,166Net Assets 2012: $2,965,8512012Assets 2013: $3,593,793Liabilities 2013: $2,258Net Assets 2013: $3,591,5352013Assets 2014: $3,744,426Liabilities 2014: $2,336Net Assets 2014: $3,742,0902014Assets 2015: $4,124,721Liabilities 2015: $2,502Net Assets 2015: $4,122,2192015Assets 2016: $5,159,725Liabilities 2016: $3,446Net Assets 2016: $5,156,2792016Assets 2017: $6,114,716Liabilities 2017: $3,319Net Assets 2017: $6,111,3972017Assets 2018: $6,139,434Liabilities 2018: $2,320Net Assets 2018: $6,137,1142018Assets 2019: $9,914,926Liabilities 2019: $3,914,349Net Assets 2019: $6,000,5772019Assets 2020: $11,113,276Liabilities 2020: $4,896,618Net Assets 2020: $6,216,6582020Assets 2021: $12,276,774Liabilities 2021: $1,760,283Net Assets 2021: $10,516,4912021Assets 2022: $10,470,155Liabilities 2022: $1,462,474Net Assets 2022: $9,007,6812022Assets 2023: $13,305,073Liabilities 2023: $1,660,023Net Assets 2023: $11,645,0502023Assets 2024: $16,657,085Liabilities 2024: $1,862,707Net Assets 2024: $14,794,3782024

Highlighted filing

2024

Assets$16,657,085
Liabilities$1,862,707
Net Assets$14,794,378

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $159,7932010Revenue 2011: $318,766Expenses 2011: $213,215Net Income 2011: $105,5512011Expenses 2012: $208,8182012Revenue 2013: $872,465Expenses 2013: $246,781Net Income 2013: $625,6842013Revenue 2014: $556,101Expenses 2014: $405,546Net Income 2014: $150,5552014Revenue 2015: $724,059Expenses 2015: $304,922Net Income 2015: $419,1372015Revenue 2016: $1,563,907Expenses 2016: $764,812Net Income 2016: $799,0952016Revenue 2017: $1,191,174Expenses 2017: $770,349Net Income 2017: $420,8252017Revenue 2018: $1,109,825Expenses 2018: $829,376Net Income 2018: $280,4492018Revenue 2019: $559,272Expenses 2019: $695,809Net Income 2019: -$136,5372019Revenue 2020: $1,405,253Expenses 2020: $865,076Net Income 2020: $540,1772020Revenue 2021: $4,608,563Expenses 2021: $578,889Net Income 2021: $4,029,6742021Revenue 2022: $583,413Expenses 2022: $2,092,223Net Income 2022: -$1,508,8102022Revenue 2023: $3,459,402Expenses 2023: $822,033Net Income 2023: $2,637,3692023Revenue 2024: $4,879,995Expenses 2024: $1,730,667Net Income 2024: $3,149,3282024

Highlighted filing

2024

Revenue$4,879,995
Expenses$1,730,667
Net Income$3,149,328

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$1.86$14.8$4.88$1.73$3.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$1.66$11.6$3.46$0.82$2.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$1.46$9.01$0.58$2.09$1.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$1.76$10.5$4.61$0.58$4.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$4.90$6.22$1.41$0.87$0.54
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.91$3.91$6.00$0.56$0.70$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$0.00$6.14$1.11$0.83$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.00$6.11$1.19$0.77$0.42
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$0.00$5.16$1.56$0.76$0.80
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.72$0.30$0.42
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.56$0.41$0.15
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.59$0.00$3.59$0.87$0.25$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.21
2011Summary only. Only limited summary data is available for this year.$2.66$0.00$2.66$0.32$0.21$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.16
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$1,405,253
Mission and Program Overview

Mission

Encourage, solicit, and administer gifts, bequests, donations, etc. And evaluate proposals from other non-profit charitable organizations involved in community improvement projects intended to promote the betterment of the baraboo area.

Encourage, solicit, and administer gifts, bequests, donations, etc. And evaluate proposalsfrom other non-profit charitable organizations involved in community improvement projects intended to promote the betterment of the greater sauk county and surrounding area and enhance the quality of life for all the citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,791,661$6,685,296▲ $893,635
Savings and Temporary Cash Investments$3,630,005$3,645,005▲ $15,000
Cash and Non-Interest-Bearing Accounts$96,399$390,997▲ $294,598
Land, Buildings, and Equipment, Net$328,417$315,519▼ $12,898
Accounts Receivable$68,444$76,459▲ $8,015
Total Assets$9,914,926$11,113,276▲ $1,198,350
Liabilities
Other Liabilities$3,911,967$4,894,173▲ $982,206
Accounts Payable and Accrued Expenses$2,382$2,445▲ $63
Total Liabilities$3,914,349$4,896,618▲ $982,269
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,000,577$6,216,658▲ $216,081
Total Net Assets Fund Balance$6,000,577$6,216,658▲ $216,081
Total Liabilities and Net Assets / Fund Balance$9,914,926$11,113,276▲ $1,198,350

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$229,151$253,677$482,828
Land$84,000-$84,000
Equipment$2,368$25,841$28,209
Other Securities$6,685,296--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,308,756$140,175▲ $308,987$822,198$2,759,765
2019$3,182,871$90,406▲ $68,817$33,338$3,308,756
2018$2,480,432---$3,182,871
2017$2,162,658$167,147▲ $271,620$120,993$2,480,432
2016$1,118,785$992,834▲ $107,938$56,899$2,162,658
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura StanekPresident
Jane FranzenVice President
Arnie UtzingerDirector
Brandon WegnerDirector
Carol JeffersonDirector
Craig CulverDirector
Dave SchultzDirector
Forrest HartmannDirector
Gary GillilandDirector
Jean AltDirector
Jennifer KraemerDirector
Marietta RueterDirector
Steven BlakesleeDirector
Tim MoyDirector
Robert GintherSecretary
Mark GraupmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$834,169
Program Service Revenue
$24,423
Investment Income
$682,415
Other Revenue
$-135,754
All Other Contributions
$834,169
Change in Net Assets
$540,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,405,253
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,405,253
Total Revenue per Form 990
$1,405,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$774,650
Salaries, Compensation, and Employee Benefits$90,426
Total Fundraising Expense$23,861
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,800$50,400$16,800$84,000
Depreciation Depletion$2,578$7,742$2,578$12,898
Fees for Services Accounting-$10,329-$10,329
Payroll Taxes$1,285$3,856$1,285$6,426
All Other Expenses$201$1,861$201$2,263
Insurance-$2,109-$2,109
Other Expenses$739,366$1,642$1,415$1,642
Advertising--$1,343$1,343
Office Expenses$136$406$136$678
Travel$103$311$103$517
Fees for Services Other-$64-$64
Total Functional Expenses$760,469$80,746$23,861$865,076

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$865,076
Total Expenses per Audited Statements$865,076
Total Expenses per Form 990$865,076
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for the Benefit of Others$4,894,173
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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, Part VI, Section B, Line 11B

The organization is provided with a copy of the 990 return and the board approves the form prior to signing and submitting to the internal revenue service.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, policies, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Community Foundation of South Central
EIN
39-1919240
Phone
6083550884
Address
PO BOX 544, BARABOO, WI 53913

Signing Officer

Name
Laura Stanek
Title
President
Phone
6083550884
Signed
2021-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Stanek
Formed
1998
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
1
Volunteers
0

Preparer

Firm
Mbe Cpas Llp
Address
1136 E MAIN STREET, REEDSBURG, WI 53959
Preparer
Ryan Weber CPA
Phone
6085248998
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization qualifies under section 501(c)(3) of the internal revenue code as a not-for-profit organization. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The organization's federal form 990, return of organization exempt from tax, for 2016, 2017 and 2018 are subject to examination by the irs, generally for three years after they are filed. In addition, the organization's state return filed with the wisconsin department of safety and professional services for 2017, 2018, 2019 and 2020 are subject to examination by state taxing authorities.

Raw XML AppendixShowing 400 of 519 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02382
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02445
IRS990/AccountsReceivableGrp/BOYAmt068444
IRS990/AccountsReceivableGrp/EOYAmt076459
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENCOURAGE, SOLICIT, AND ADMINISTER GIFTS, BEQUESTS, DONATIONS, ETC. AND EVALUATE PROPOSALSFROM OTHER NON-PROFIT CHARITABLE ORGANIZATIONS INVOLVED IN COMMUNITY IMPROVEMENT PROJECTS INTENDED TO PROMOTE THE BETTERMENT OF THE GREATER SAUK COUNTY AND SURROUNDING AREA AND ENHANCE THE QUALITY OF LIFE FOR ALL THE CITIZENS.
IRS990/AdvertisingGrp/FundraisingAmt01343
IRS990/AdvertisingGrp/TotalAmt01343
IRS990/AllOtherContributionsAmt0834169
IRS990/AllOtherExpensesGrp/FundraisingAmt0201
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01861
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0201
IRS990/AllOtherExpensesGrp/TotalAmt02263
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAURA STANEK AND TIM MOY
IRS990/BooksInCareOfDetail/PhoneNum06083550884
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 W CHESTNUT ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BARABOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053913
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt096399
IRS990/CashNonInterestBearingGrp/EOYAmt0390997
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0834169
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0682415
IRS990/CYOtherExpensesAmt0774650
IRS990/CYOtherRevenueAmt0-135754
IRS990/CYProgramServiceRevenueAmt024423
IRS990/CYRevenuesLessExpensesAmt0540177
IRS990/CYSalariesCompEmpBnftPaidAmt090426
IRS990/CYTotalExpensesAmt0865076
IRS990/CYTotalFundraisingExpenseAmt023861
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01405253
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07742
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02578
IRS990/DepreciationDepletionGrp/TotalAmt012898
IRS990/Desc0EVALUATE PROPOSALS FROM OTHER CHARITABLE NON-PROFIT ORGANIZATIONS INVOLVED IN COMMUNITY IMPROVEMENT PROJECTS AND DISTRIBUTE FUNDS FOR APPROVED PROJECTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0760469
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/TotalAmt010329
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IRS990/FeesForServicesOtherGrp/TotalAmt064
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm0LAURA STANEK
IRS990/Form990PartVIISectionAGrp/PersonNm1JANE FRANZEN
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT GINTHER
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK GRAUPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JEAN ALT
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY GILLILAND
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVEN BLAKESLEE
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM MOY
IRS990/Form990PartVIISectionAGrp/PersonNm8CRAIG CULVER
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROL JEFFERSON
IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIFER KRAEMER
IRS990/Form990PartVIISectionAGrp/PersonNm11FORREST HARTMANN
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVE SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm13ARNIE UTZINGER
IRS990/Form990PartVIISectionAGrp/PersonNm14MARIETTA RUETER
IRS990/Form990PartVIISectionAGrp/PersonNm15BRANDON WEGNER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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