Civic Intelligence

Fort Atkinson Community Foundation

990 • Fiscal year 2023 • EIN 39-6220899

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 18, 2023

Organization ProfileWWW.FORTFOUNDATION.ORG
244 North Main StreetFort Atkinson, WI 53538

(920) 563-3210

Siviq Scores

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

Liabilities / Assets

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.89x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$150,317

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

55th percentile

7.9%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$34,862,486

Up $2,557,759 (+7.9%) from 2022

Net Assets

Up

$33,895,967

Up $2,785,885 (+9.0%) from 2022

Liabilities

Down

$966,519

Down $228,126 (-19%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin69th percentile

Revenue

Down

$1,080,379

Down $1,138,506 (-51%) from 2022

Expenses

Down

$942,322

Down $427,189 (-31%) from 2022

Net Income

Down

$138,057

Down $711,317 (-84%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$60M$40M$20M$0Assets 2011: $19,882,637Liabilities 2011: $1,799,157Net Assets 2011: $18,083,4802011Assets 2012: $20,004,392Liabilities 2012: $1,244,892Net Assets 2012: $18,759,5002012Assets 2013: $21,583,830Liabilities 2013: $837,476Net Assets 2013: $20,746,3542013Assets 2014: $23,916,745Liabilities 2014: $1,180,049Net Assets 2014: $22,736,6962014Assets 2015: $22,469,454Liabilities 2015: $673,476Net Assets 2015: $21,795,9782015Assets 2016: $22,756,498Liabilities 2016: $525,326Net Assets 2016: $22,231,1722016Assets 2017: $25,248,506Liabilities 2017: $590,036Net Assets 2017: $24,658,4702017Assets 2018: $27,239,704Liabilities 2018: $745,378Net Assets 2018: $26,494,3262018Assets 2019: $28,361,850Liabilities 2019: $1,058,153Net Assets 2019: $27,303,6972019Assets 2020: $28,598,672Liabilities 2020: $1,084,400Net Assets 2020: $27,514,2722020Assets 2021: $35,811,479Liabilities 2021: $775,455Net Assets 2021: $35,036,0242021Assets 2022: $32,304,727Liabilities 2022: $1,194,645Net Assets 2022: $31,110,0822022Assets 2023: $34,862,486Liabilities 2023: $966,519Net Assets 2023: $33,895,9672023Assets 2024: $39,692,452Liabilities 2024: $1,060,182Net Assets 2024: $38,632,2702024Assets 2025: $41,905,451Liabilities 2025: $2,919,527Net Assets 2025: $38,985,9242025

Highlighted filing

2023

Assets$34,862,486
Liabilities$966,519
Net Assets$33,895,967
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,977,817Expenses 2011: $2,172,084Net Income 2011: -$194,2672011Revenue 2012: $1,792,315Expenses 2012: $655,268Net Income 2012: $1,137,0472012Revenue 2013: $2,163,743Expenses 2013: $696,119Net Income 2013: $1,467,6242013Revenue 2014: $2,687,354Expenses 2014: $1,619,139Net Income 2014: $1,068,2152014Revenue 2015: $1,681,081Expenses 2015: $1,775,950Net Income 2015: -$94,8692015Revenue 2016: $1,407,989Expenses 2016: $703,559Net Income 2016: $704,4302016Revenue 2017: $1,609,413Expenses 2017: $772,665Net Income 2017: $836,7482017Revenue 2018: $6,022,469Expenses 2018: $1,060,958Net Income 2018: $4,961,5112018Revenue 2019: $726,798Expenses 2019: $1,125,243Net Income 2019: -$398,4452019Revenue 2020: $217,449Expenses 2020: $1,124,058Net Income 2020: -$906,6092020Revenue 2021: $2,355,590Expenses 2021: $957,220Net Income 2021: $1,398,3702021Revenue 2022: $2,218,885Expenses 2022: $1,369,511Net Income 2022: $849,3742022Revenue 2023: $1,080,379Expenses 2023: $942,322Net Income 2023: $138,0572023Revenue 2024: $2,100,892Expenses 2024: $1,143,331Net Income 2024: $957,5612024Revenue 2025: $2,882,547Expenses 2025: $5,465,238Net Income 2025: -$2,582,6912025

Highlighted filing

2023

Revenue$1,080,379
Expenses$942,322
Net Income$138,057
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 18, 2023
Return Version
2022v5.0
Gross Receipts
$1,080,379
Mission and Program Overview

Mission

To provide for the charitable needs of the Fort Atkinson Metropolitan Area.

To provide for the charitable needs of the fort atkinson metropolitan area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,320,898$32,277,044▲ $2,956,146
Cash and Non-Interest-Bearing Accounts$2,839,829$2,498,526▼ $341,303
Pledges and Grants Receivable$144,000$81,000▼ $63,000
Total Assets$32,304,727$34,862,486▲ $2,557,759
Other Assets Total$0$5,916▲ $5,916
Liabilities
Grants Payable$1,194,645$960,603▼ $234,042
Other Liabilities$0$5,916▲ $5,916
Total Liabilities$1,194,645$966,519▼ $228,126
Net Assets / Fund Balance
Net Assets With Donor Restrictions$26,330,905$28,707,452▲ $2,376,547
Net Assets Without Donor Restrictions$4,779,177$5,188,515▲ $409,338
Total Net Assets Fund Balance$31,110,082$33,895,967▲ $2,785,885
Total Liabilities and Net Assets / Fund Balance$32,304,727$34,862,486▲ $2,557,759
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
-Trustee$150,317$150,317

Board Members and Trustees

NameTitle
Sue JohnsonChairman
Sally KoehlerVice Chairman
Bonnie GeyerDirector
James SchulenburgSecretary
Lisa CarasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$331,877
Program Service Revenue
$0
Investment Income
$748,502
Other Revenue
$0
All Other Contributions
$331,877
Change in Net Assets
$138,057

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$111,322Average Fair Market Value (FMV)
Other Non Cash Contri Table1$2,375Fair Market Value (FMV)
Total Noncash Contributions4$113,697-

Audited Revenue Reconciliation

Revenue per Audited Statements
$910,291
Revenue Not Reported on Financial Statements
$170,087
Revenue Not Reported on Form 990
$2,647,829
Other Revenue Adjustments
$170,087
Total Revenue per Audited Statements
$3,558,120
Total Revenue per Form 990
$1,080,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$607,391
Other Expenses$222,070
Salaries, Compensation, and Employee Benefits$112,861
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$377,720--$377,720
Grants to Domestic Orgs$229,671--$229,671
Current Officers, Directors, Trustees, and Key Employees-$76,250-$76,250
Comp Disqual Persons-$25,748-$25,748
Fees for Services Accounting-$9,200-$9,200
Payroll Taxes-$7,803-$7,803
Office Expenses-$3,885-$3,885
Other Employee Benefits-$3,060-$3,060
Occupancy-$3,000-$3,000
Other Expenses-$2,215-$2,215
Insurance-$2,214-$2,214
All Other Expenses-$1,881-$1,881
Advertising-$457-$457
Total Functional Expenses$607,391$334,931$0$942,322

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$942,322
Expenses per Audited Statements$772,235
Total Expenses per Audited Statements$772,235
Expenses Not Reported on Financial Statements$170,087
Other Expense Adjustments$170,087
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Base Fort AtkinsonFort Atkinson, WI501(c)(3)Various Programs$76,310
Rock River Community ClinicFort Atkinson, WI501(c)(3)Various Programs$50,000
School District of Fort AtkinsonFort Atkinson, WI501(c)(3)Various High School Projects$29,264
Koshkonong Golf Learning & Development Center IncFort Atkinson, WI501(c)(3)Grant for Golf Supplies for Programming$20,000
City of Fort AtkinsonFort Atkinson, WI501(c)(3)Various City Improvement Projects$17,791
Fort HealthcareFort Atkinson, WI501(c)(3)Grant to Purchase 10 Aeds for Local Community Organizations$16,708
Rock River HeritageFort Atkinson, WI501(c)(3)Various Programs$8,142
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
Operating Lease Liability$5,916
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 7A

“There are five directors of this foundation, each serves for a five-year term. They are all staggered terms, so only one new director is appointed each year. Each director is appointed by a different facet of the fort atkinson community, and is not a representative of the organization that appoints the director.”

Form 990, Part VI, Section A, Line 8B

“There is no other committee that acts on behalf of the governing body”

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by the independent auditor and reviewed by the audit committee, then signed by the board chairman”

Form 990, Part VI, Section B, Line 12C

“A member of the board conducts an annual conflict of interest review and reports the results to the board of directors”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request at the foundation's business office. In addition, a detailed financial statement is published annually in the local newspaper.”

Filing and Contact Details

Filer

Filer Name
Fort Atkinson Community Foundation
EIN
39-6220899
Phone
9205633210
Address
244 NORTH MAIN STREET, FORT ATKINSON, WI 53538

Signing Officer

Name
Sue Johnson
Title
Chairman
Phone
9205633210
Signed
2023-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Johnson
Formed
1973
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
15

Preparer

Firm
Mbe Cpas Llp
Address
100 WILBURN RD STE 103 PO BOX 190, SUN PRAIRIE, WI 53590
Preparer
Doug Gross CPA
Phone
6088372584
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process from prior year”

Financial Statement Notes

PART X, LINE 2:

“The foundation has evaluated for uncertain tax positions. Management has determined there are no uncertain tax positions as of june 30, 2023. Both federal and state tax returns remain open for examination by tax jurisdictions through their respective statutes of limitations.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“TRUSTEE FEES”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“TRUSTEE FEES”

Part XI, Line 4B - Other Adjustments

“Net investment expenses of 170,087”

Part XII, Line 4B - Other Adjustments

“Net investment expenses of 170,087”

Raw XML AppendixShowing 400 of 495 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.

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IRS990/PayrollTaxesGrp/TotalAmt07803
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0144000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt081000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUE JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01650201
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01034809
IRS990/PYInvestmentIncomeAmt0568684
IRS990/PYOtherExpensesAmt0236826
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0849374
IRS990/PYSalariesCompEmpBnftPaidAmt097876
IRS990/PYTotalExpensesAmt01369511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02218885
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0138057
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0331877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01650201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01805524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0456503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0563454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04807559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0748502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0568685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0550066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0633699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0623116
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03124068
IRS990ScheduleA/PublicSupportCY170Pct00.60610
IRS990ScheduleA/PublicSupportPY170Pct00.63090
IRS990ScheduleA/PublicSupportTotal170Amt04807559
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0331877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01650201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01805524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0456503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0563454
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04807559
IRS990ScheduleA/TotalSupportAmt07931627
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/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0119822
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt055000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt08
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01775709
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0170087
IRS990ScheduleD/ExpensesSubtotalAmt0772235
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02647829
IRS990ScheduleD/OtherExpensesNotIncludedAmt0170087
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05916
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0170087
IRS990ScheduleD/RevenueNotReportedAmt02647829
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0170087
IRS990ScheduleD/RevenueSubtotalAmt0910291
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS EVALUATED FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023. BOTH FEDERAL AND STATE TAX RETURNS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS THROUGH THEIR RESPECTIVE STATUTES OF LIMITATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRUSTEE FEES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRUSTEE FEES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3NET INVESTMENT EXPENSES OF 170,087
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4NET INVESTMENT EXPENSES OF 170,087
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 4B - OTHER ADJUSTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0942322
IRS990ScheduleD/TotalLiabilityAmt05916
IRS990ScheduleD/TotalRevenuePerForm990Amt01080378
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03558120
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0772235
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0377720
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS - DETAIL TO BE PROVIDED UPON REQUEST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0135
IRS990ScheduleI/RecipientTable/CashGrantAmt017791
IRS990ScheduleI/RecipientTable/CashGrantAmt116708
IRS990ScheduleI/RecipientTable/CashGrantAmt28142
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/CashGrantAmt429264
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt676310
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VARIOUS CITY IMPROVEMENT PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT TO PURCHASE 10 AEDS FOR LOCAL COMMUNITY ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4VARIOUS HIGH SCHOOL PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GRANT FOR GOLF SUPPLIES FOR PROGRAMMING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF FORT ATKINSON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FORT HEALTHCARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROCK RIVER HERITAGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROCK RIVER COMMUNITY CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4SCHOOL DISTRICT OF FORT ATKINSON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5KOSHKONONG GOLF LEARNING & DEVELOPMENT CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6BASE FORT ATKINSON
IRS990ScheduleI/RecipientTable/RecipientEIN0396005451
IRS990ScheduleI/RecipientTable/RecipientEIN1390286215
IRS990ScheduleI/RecipientTable/RecipientEIN2453576912
IRS990ScheduleI/RecipientTable/RecipientEIN3205297560
IRS990ScheduleI/RecipientTable/RecipientEIN4396008361
IRS990ScheduleI/RecipientTable/RecipientEIN5845035911
IRS990ScheduleI/RecipientTable/RecipientEIN6391645796
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0244 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1611 SHERMAN AVENUE EAST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2211 S WATER ST E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3520 HANDEYSIDE LN STE 4
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41000 HARRIETT ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5W7670 KOSHKONONG ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6734 MADISON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd353538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd453538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd553538
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd653538
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0WEBSITE DEVELOPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt02375
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVERAGE FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0111322
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES A THIRD PARTY CUSTODIAN TO SELL DONATED STOCK
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 32B:
IRS990ScheduleM/ThirdPartiesUsedInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE FIVE DIRECTORS OF THIS FOUNDATION, EACH SERVES FOR A FIVE-YEAR TERM. THEY ARE ALL STAGGERED TERMS, SO ONLY ONE NEW DIRECTOR IS APPOINTED EACH YEAR. EACH DIRECTOR IS APPOINTED BY A DIFFERENT FACET OF THE FORT ATKINSON COMMUNITY, AND IS NOT A REPRESENTATIVE OF THE ORGANIZATION THAT APPOINTS THE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO OTHER COMMITTEE THAT ACTS ON BEHALF OF THE GOVERNING BODY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$34,862,486
Liabilities
$966,519
Net assets
$33,895,967
Revenue
$1,080,379
Expenses
$942,322
Net income
$138,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.9$2.92$39.0$2.88$5.47$2.58
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$1.06$38.6$2.10$1.14$0.96
2023Detailed filing. Detailed filing data is available for this year.$34.9$0.97$33.9$1.08$0.94$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.3$1.19$31.1$2.22$1.37$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$0.78$35.0$2.36$0.96$1.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$1.08$27.5$0.22$1.12$0.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$1.06$27.3$0.73$1.13$0.40
2018Summary only. Only limited summary data is available for this year.$27.2$0.75$26.5$6.02$1.06$4.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.59$24.7$1.61$0.77$0.84
2016Detailed filing. Detailed filing data is available for this year.$22.8$0.53$22.2$1.41$0.70$0.70
2015Summary only. Only limited summary data is available for this year.$22.5$0.67$21.8$1.68$1.78$0.09
2014Summary only. Only limited summary data is available for this year.$23.9$1.18$22.7$2.69$1.62$1.07
2013Summary only. Only limited summary data is available for this year.$21.6$0.84$20.7$2.16$0.70$1.47
2012Summary only. Only limited summary data is available for this year.$20.0$1.24$18.8$1.79$0.66$1.14
2011Summary only. Only limited summary data is available for this year.$19.9$1.80$18.1$1.98$2.17$0.19
Peer Organizations

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