Civic Intelligence

Plymouth Intergenerational Coalition Ltd.

990 • Fiscal year 2013 • EIN 39-2037053

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 02, 2014

1500 Douglas DriveRoom/Suite DPlymouth, WI 53073

(920) 892-4858

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.10x

Higher debt load relative to revenue than 48% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$39,420

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

21st percentile

-4.6%

Faster asset growth than 21% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$4,577,070

Down $222,753 (-4.6%) from 2012

Net Assets

Down

$4,542,155

Down $93,964 (-2.0%) from 2012

Liabilities

Down

$34,915

Down $128,789 (-79%) from 2012

Revenue

$363,891

No earlier filing loaded for comparison.

Expenses

Down

$457,855

Down $1,852 (-0.4%) from 2012

Net Income

-$93,964

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,704,539Liabilities 2011: $314,002Net Assets 2011: $4,390,5372011Assets 2012: $4,799,823Liabilities 2012: $163,704Net Assets 2012: $4,636,1192012Assets 2013: $4,577,070Liabilities 2013: $34,915Net Assets 2013: $4,542,1552013Assets 2014: $4,757,635Liabilities 2014: $163,050Net Assets 2014: $4,594,5852014Assets 2015: $4,993,527Liabilities 2015: $129,788Net Assets 2015: $4,863,7392015Assets 2016: $4,922,708Liabilities 2016: $101,350Net Assets 2016: $4,821,3582016Assets 2017: $4,826,148Liabilities 2017: $107,540Net Assets 2017: $4,718,6082017Assets 2018: $4,736,104Liabilities 2018: $96,494Net Assets 2018: $4,639,6102018Assets 2019: $4,624,540Liabilities 2019: $50,503Net Assets 2019: $4,574,0372019Assets 2020: $5,387,142Liabilities 2020: $361,905Net Assets 2020: $5,025,2372020Assets 2021: $5,363,099Liabilities 2021: $235,337Net Assets 2021: $5,127,7622021Assets 2022: $5,236,254Liabilities 2022: $230,752Net Assets 2022: $5,005,5022022Assets 2023: $5,217,609Liabilities 2023: $231,325Net Assets 2023: $4,986,2842023Assets 2024: $5,064,280Liabilities 2024: $238,681Net Assets 2024: $4,825,5992024

Highlighted filing

2013

Assets$4,577,070
Liabilities$34,915
Net Assets$4,542,155

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $393,2402011Expenses 2012: $459,7072012Revenue 2013: $363,891Expenses 2013: $457,855Net Income 2013: -$93,9642013Revenue 2014: $556,205Expenses 2014: $503,775Net Income 2014: $52,4302014Revenue 2015: $1,008,947Expenses 2015: $734,320Net Income 2015: $274,6272015Revenue 2016: $745,453Expenses 2016: $788,189Net Income 2016: -$42,7362016Revenue 2017: $764,342Expenses 2017: $862,675Net Income 2017: -$98,3332017Revenue 2018: $862,177Expenses 2018: $929,625Net Income 2018: -$67,4482018Revenue 2019: $886,546Expenses 2019: $975,247Net Income 2019: -$88,7012019Revenue 2020: $1,264,701Expenses 2020: $832,066Net Income 2020: $432,6352020Revenue 2021: $967,463Expenses 2021: $877,944Net Income 2021: $89,5192021Revenue 2022: $1,141,604Expenses 2022: $1,181,867Net Income 2022: -$40,2632022Revenue 2023: $1,115,252Expenses 2023: $1,198,972Net Income 2023: -$83,7202023Revenue 2024: $891,022Expenses 2024: $1,091,770Net Income 2024: -$200,7482024

Highlighted filing

2013

Revenue$363,891
Expenses$457,855
Net Income-$93,964
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 2, 2014
Return Version
2013v3.1
Gross Receipts
$387,299
Mission and Program Overview

Mission

To maintain and promote opportunities that build and honor relationships between generations through positive educational and social experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,533,379$4,399,790▼ $133,589
Savings and Temporary Cash Investments$257,489$168,434▼ $89,055
Accounts Receivable$8,805$8,746▼ $59
Cash and Non-Interest-Bearing Accounts$150$100▼ $50
Total Assets$4,799,823$4,577,070▼ $222,753
Liabilities
Mortgage Notes Payable Secured by Investment Property$141,050--
Accounts Payable and Accrued Expenses$22,654$24,082▲ $1,428
Deferred Revenue-$10,833-
Total Liabilities$163,704$34,915▼ $128,789
Net Assets / Fund Balance
Unrestricted Net Assets$4,448,521$4,442,929▼ $5,592
Temporarily Rstr Net Assets$187,598$99,226▼ $88,372
Total Net Assets Fund Balance$4,636,119$4,542,155▼ $93,964
Total Liabilities and Net Assets / Fund Balance$4,799,823$4,577,070▼ $222,753

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,988,464$300,256$4,288,720
Equipment$158,156$45,963$204,119
Land$140,000-$140,000
Other Land Buildings$113,170$19,011$132,181
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joan KettermanPrior-executFT$39,420$39,420
Martha LaningPrior-executFT$29,167$29,167
Joann Vanhorn-wielandExecutive DiFT$2,525$2,525

Board Members and Trustees

NameTitle
Jeannie TuricikPresident
Clark ReinkeBoard Member
Jason HasselBoard Member
Jeff MehnBoard Member
Jim HanlonBoard Member
Randy Van EssBoard Member
Walt HorsfallPrior Board
Jim BirenbaumPrior Treasu
Marsha VollbrechtSecretary
Martin AuchterTreasurer
David LagermanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$179,455
Program Service Revenue
$167,003
Investment Income
$131
Other Revenue
$17,302
All Other Contributions
$80,288
Change in Net Assets
$-93,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$282,005
Salaries, Compensation, and Employee Benefits$175,850
Total Fundraising Expense$10,302
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$142,595--$142,595
Occupancy$96,461$4,786$2,393$103,640
Other Salaries and Wages$78,200$13,789$781$92,770
Current Officers, Directors, Trustees, and Key Employees$34,783$29,377$3,643$67,803
Office Expenses$14,754$577$284$15,615
Payroll Taxes$10,749$4,107$421$15,277
Fees for Services Accounting-$6,100-$6,100
Advertising$4,036$277$722$5,035
Information Technology$1,793$70$35$1,898
Insurance-$1,292-$1,292
Other Expenses$75$136$2,018$211
All Other Expenses$142$55$5$202
Total Functional Expenses$384,205$63,348$10,302$457,855
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$25,095
Gaming Direct Expenses$20,277
Fundraising Gross Income$6,674
Fundraising Direct Expenses$3,131
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

A copy of form 990 and all required schedules is emailed to all board members to review prior to filing.

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

The organization's conflict of interest policy is reviewed with board members annually and all board members are required annually to disclose any conflicts of interest.

Form 990, Page 6, Part VI, Line 19

All governing documents of the organization are available upon request.

Filing and Contact Details

Filer

EIN
39-2037053
Phone
9208924858

Signing Officer

Name
Jeannie Turicik
Title
President
Phone
9208924858
Signed
2014-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
2002
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
14
Volunteers
71

Preparer

Preparer
David Hamann
Phone
9204573641
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IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06533
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06880
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0347
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02393
IRS990/OccupancyGrp/ManagementAndGeneralAmt04786
IRS990/OccupancyGrp/ProgramServicesAmt096461
IRS990/OccupancyGrp/TotalAmt0103640
IRS990/OfficeExpensesGrp/FundraisingAmt0284
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0577
IRS990/OfficeExpensesGrp/ProgramServicesAmt014754
IRS990/OfficeExpensesGrp/TotalAmt015615
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1EVENT SUPPLIES
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt02018
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02782
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1136
IRS990/OtherExpensesGrp/ProgramServicesAmt025
IRS990/OtherExpensesGrp/ProgramServicesAmt1592
IRS990/OtherExpensesGrp/ProgramServicesAmt275
IRS990/OtherExpensesGrp/TotalAmt02782
IRS990/OtherExpensesGrp/TotalAmt12043
IRS990/OtherExpensesGrp/TotalAmt2592
IRS990/OtherExpensesGrp/TotalAmt3211
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt02061
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02061
IRS990/OtherRevenueTotalAmt02061
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0781
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013789
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078200
IRS990/OtherSalariesAndWagesGrp/TotalAmt092770
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0421
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04107
IRS990/PayrollTaxesGrp/ProgramServicesAmt010749
IRS990/PayrollTaxesGrp/TotalAmt015277
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SAME AS C ABOVE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/BusinessCd1624120
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0BUILDING RENT
IRS990/ProgramServiceRevenueGrp/Desc1SENIOR CENTER SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc3VENDOR FAIR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0134811
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26992
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0134811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26992
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3700
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0421078
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt060
IRS990/PYOtherExpensesAmt0308113
IRS990/PYOtherRevenueAmt018690
IRS990/PYProgramServiceRevenueAmt0265461
IRS990/PYRevenuesLessExpensesAmt0245582
IRS990/PYSalariesCompEmpBnftPaidAmt0151594
IRS990/PYTotalExpensesAmt0459707
IRS990/PYTotalRevenueAmt0705289
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-93964
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt0347
IRS990/RentalIncomeOrLossGrp/RealAmt06533
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0167003
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0257489
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0168434
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0179455
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0421078
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01368038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02607585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0448548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05024704
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04141
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012057
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0631768
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70240
IRS990ScheduleA/PublicSupportPY170Pct00.68780
IRS990ScheduleA/PublicSupportTotal170Amt03547866
IRS990ScheduleA/SubstantialContributorsTotAmt01476838
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0179455
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0421078
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01368038
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02607585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0448548
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05024704
IRS990ScheduleA/TotalSupportAmt05051181
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt06880
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07540
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt014420
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt03988464
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0300256
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04288720
IRS990ScheduleD/EquipmentGrp/BookValueAmt0158156
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045963
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0204119
IRS990ScheduleD/LandGrp/BookValueAmt0140000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0140000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0113170
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019011
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0132181
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04399790
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt017713
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt017713
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt020277
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt025095
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt025095
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt04818
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt02564
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt02564
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.24$4.83$0.89$1.09$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.22$0.23$4.99$1.12$1.20$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.24$0.23$5.01$1.14$1.18$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.24$5.13$0.97$0.88$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.36$5.03$1.26$0.83$0.43
2019Detailed filing. Detailed filing data is available for this year.$4.62$0.05$4.57$0.89$0.98$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.10$4.64$0.86$0.93$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.83$0.11$4.72$0.76$0.86$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.10$4.82$0.75$0.79$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.99$0.13$4.86$1.01$0.73$0.27
2014Detailed filing. Detailed filing data is available for this year.$4.76$0.16$4.59$0.56$0.50$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.03$4.54$0.36$0.46$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$0.16$4.64$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.31$4.39$0.39