Civic Intelligence

Fall Creek Area Foundation

990 • Fiscal year 2020 • EIN 39-6522293

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

P O Box 412Fall Creek, WI 54742-0412

(715) 563-5431

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

55th percentile

9.0%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

162%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$727,937

Up $60,254 (+9.0%) from 2019

Net Assets

Up

$727,937

Up $60,254 (+9.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$114,797

Up $71,056 (+162%) from 2019

Expenses

Up

$44,103

Up $8,740 (+25%) from 2019

Net Income

Up

$70,694

Up $62,316 (+744%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $446,672Liabilities 2011: $02011Assets 2012: $471,906Liabilities 2012: $02012Assets 2013: $496,261Liabilities 2013: $02013Assets 2014: $519,406Liabilities 2014: $0Net Assets 2014: $519,4062014Assets 2015: $521,664Liabilities 2015: $0Net Assets 2015: $521,6642015Assets 2016: $557,142Liabilities 2016: $0Net Assets 2016: $557,1422016Assets 2017: $558,618Liabilities 2017: $0Net Assets 2017: $558,6182017Assets 2018: $643,676Liabilities 2018: $0Net Assets 2018: $643,6762018Assets 2019: $667,683Liabilities 2019: $0Net Assets 2019: $667,6832019Assets 2020: $727,937Liabilities 2020: $0Net Assets 2020: $727,9372020Assets 2021: $841,756Liabilities 2021: $0Net Assets 2021: $841,7562021Assets 2022: $875,036Liabilities 2022: $0Net Assets 2022: $875,0362022Assets 2023: $841,735Liabilities 2023: $0Net Assets 2023: $841,7352023Assets 2024: $955,169Liabilities 2024: $0Net Assets 2024: $955,1692024

Highlighted filing

2020

Assets$727,937
Liabilities$0
Net Assets$727,937

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $77,306Expenses 2011: $33,868Net Income 2011: $43,4382011Revenue 2012: $69,824Expenses 2012: $58,261Net Income 2012: $11,5632012Revenue 2013: $68,512Expenses 2013: $41,984Net Income 2013: $26,5282013Revenue 2014: $67,637Expenses 2014: $55,871Net Income 2014: $11,7662014Revenue 2015: $70,197Expenses 2015: $43,905Net Income 2015: $26,2922015Revenue 2016: $56,280Expenses 2016: $42,291Net Income 2016: $13,9892016Revenue 2017: $39,994Expenses 2017: $43,966Net Income 2017: -$3,9722017Revenue 2018: $148,353Expenses 2018: $42,174Net Income 2018: $106,1792018Revenue 2019: $43,741Expenses 2019: $35,363Net Income 2019: $8,3782019Revenue 2020: $114,797Expenses 2020: $44,103Net Income 2020: $70,6942020Revenue 2021: $141,035Expenses 2021: $45,892Net Income 2021: $95,1432021Revenue 2022: $136,206Expenses 2022: $45,449Net Income 2022: $90,7572022Revenue 2023: $108,056Expenses 2023: $157,852Net Income 2023: -$49,7962023Revenue 2024: $206,360Expenses 2024: $110,548Net Income 2024: $95,8122024

Highlighted filing

2020

Revenue$114,797
Expenses$44,103
Net Income$70,694
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Gross Receipts
$114,797
Mission and Program Overview

Mission

Encourage and promote charitable enterprise in the Fall Creek area and provide a mechanism for people to make donations for improvement of quality of life for present and future generations.

Encourage promote charitable enterprise in the fall creek area provide a mechanism for people to make donations for improvement of quality of life for present future generations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$496,241$456,148▼ $40,093
Investments in Publicly Traded Securities$417,360$393,267▼ $24,093
Rtn Earn Endowment Incm Other Fnds$171,442$271,789▲ $100,347
Savings and Temporary Cash Investments$93,849$194,602▲ $100,753
Investments Program Related$78,881$62,881▼ $16,000
Cash and Non-Interest-Bearing Accounts$1,244$838▼ $406
Total Assets$667,683$727,937▲ $60,254
Other Assets Total$76,349$76,349→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$667,683$727,937▲ $60,254
Total Liabilities and Net Assets / Fund Balance$667,683$727,937▲ $60,254

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$62,881--
Other Assets Org$76,349--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$548,139$61,542▲ $9,495$361$596,090
2019$526,252$6,500▲ $32,442$330$548,139
2018$440,543$98,076▲ $1,495$587$526,252
2017$432,581$8,160▲ $20,301$549$440,543
2016$402,297$13,250▲ $38,150$491$432,581
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer MasonPresident
Stephanie RaapVice-president
Clara GrohnTrustee
Marvin SchmidtTrustee
Michelle KuehnTrustee
Marjorie MesserschmidtSecretary
Dawn SchulzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,603
Program Service Revenue
$0
Investment Income
$20,194
Other Revenue
$0
All Other Contributions
$94,603
Change in Net Assets
$70,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,331
Other Expenses$1,772
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,925--$31,925
Grants to Domestic Orgs$7,106--$7,106
Foreign Grants$3,300--$3,300
Office Expenses-$701-$701
Other Expenses-$603-$603
Information Technology-$468-$468
Total Functional Expenses$42,331$1,772$0$44,103
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Cemetery AssnFall Creek, WI-Cemetery maintenance$4,000
Village of Fall CreekFall Creek, WI-Summer Sreet Decorations$3,006
Fall Creek Class of 2020Fall Creek, WI-Graduation Party$100
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
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

All governing and financial statements of the Fall Creek Area Foundation are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Fall Creek Area Foundation
EIN
39-6522293
Phone
7155635431
Address
P O BOX 412, FALL CREEK, WI 54742-0412

Signing Officer

Name
Dawn Schulz
Title
Treasurer
Phone
7155635431
Signed
2021-04-29
Discuss with paid preparer
No

Organization Details

Principal Officer
Jennifer Mason
Formed
1990
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7
Supplemental Narrative

Additional Explanations

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

The Board of Trustees reviews quarterly reports. No formal review of this Form 990 is conducted by the Board of Trustees, however, this Form 990 and all supporting documentation is available upon request.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0403166
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/BoardDesignatedBalanceEOYPct00.10000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0548139
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt061542
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0596090
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt022725
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09495
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0361
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0526252
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0548139
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt016725
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0440543
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt098076
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0526252
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt013275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01495
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0432581
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08160
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0440543
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt019950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020301
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0549
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0402297
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt013250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0432581
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt020625
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038150
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0491
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/DonorAdvisedFundsContriAmt05000
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt04000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt06221
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt062881
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0SINGLE PREMIUM DEFERRED ANNUITY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt076349
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH VALUE LIFE INSURANCE POLICY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt076349
IRS990ScheduleD/TotalBookValueProgramRltdAmt062881
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt031925
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR POST-SECONDARY EDUCATIONS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/RecipientTable/CashGrantAmt04000
IRS990ScheduleI/RecipientTable/CashGrantAmt1100
IRS990ScheduleI/RecipientTable/CashGrantAmt23006
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Cemetery maintenance
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Graduation Party
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Summer Sreet Decorations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Trinity Cemetery Assn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Fall Creek Class of 2020
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Village of Fall Creek
IRS990ScheduleI/RecipientTable/RecipientEIN0396001970
IRS990ScheduleI/RecipientTable/RecipientEIN1396005264
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0E141230 Lincoln Drive
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1168 Wisconsin Court
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2122 E Lincoln Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Fall Creek
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Fall Creek
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Fall Creek
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054742
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd154742
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd254742
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STUDENTS PROVIDE TRANSCRIPTSD OR GRADE REPORTS AND SCHOARSHIP CHECKS ARE MADE PAYABLE TO THE STUDENT AND THE SCHOOL TO BE APPLIED TOWARDS COST OF TUITION, ROOM AND BOARD.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1NAME OF STUDENT AND AMOUNT GIVEN 1 MICAH ADAMS, 1000 2 JOSEPH KINDERMAN, 400 3 LAURA ACCOLA, 625 4 SAMANTHA RUPPERT, 750 5 JASON TRZEBIATOWSKI, 1350 6 SOPHIE KUEHN, 6000 7 NATHANIEL STRASBURG, 1000 8 AIDAN SANFELIPPO, 800 9 KASSANDRA KENT, 1000 10 KIERSTEN LARSON, 5500 11 KATRINA KLAWITER, 1000 12 TRAVIS LAUBE, 1000 13 SARA KAUFMAN, 350 14 EMILY VANDERWYST, 750 15 CAILEY SORENSON, 2750 16 KARSON DIMMITT, 2000 17 BREANNE JOHNSON, 1875 18 JIAMIE PETERSON, 625 19 SAM KUEHN, 625 20 NOAH BELLO, 2125 21 BAILEY SHELLENBERG 400.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III Line 1
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Trustees reviews quarterly reports. No formal review of this Form 990 is conducted by the Board of Trustees, however, this Form 990 and all supporting documentation is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing and financial statements of the Fall Creek Area Foundation are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0667683
IRS990/TotalAssetsEOYAmt0727937
IRS990/TotalAssetsGrp/BOYAmt0667683
IRS990/TotalAssetsGrp/EOYAmt0727937
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt094603
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01772
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042331
IRS990/TotalFunctionalExpensesGrp/TotalAmt044103
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0667683

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.$9.55$0.00$9.55$2.06$1.11$0.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.00$8.42$1.08$1.58$0.50
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.75$0.00$8.75$1.36$0.45$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.00$8.42$1.41$0.46$0.95
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$1.15$0.44$0.71
2019Summary only. Only limited summary data is available for this year.$6.68$0.00$6.68$0.44$0.35$0.08
2018Summary only. Only limited summary data is available for this year.$6.44$0.00$6.44$1.48$0.42$1.06
2017Summary only. Only limited summary data is available for this year.$5.59$0.00$5.59$0.40$0.44$0.04
2016Summary only. Only limited summary data is available for this year.$5.57$0.00$5.57$0.56$0.42$0.14
2015Summary only. Only limited summary data is available for this year.$5.22$0.00$5.22$0.70$0.44$0.26
2014Summary only. Only limited summary data is available for this year.$5.19$0.00$5.19$0.68$0.56$0.12
2013Summary only. Only limited summary data is available for this year.$4.96$0.00$0.69$0.42$0.27
2012Summary only. Only limited summary data is available for this year.$4.72$0.00$0.70$0.58$0.12
2011Summary only. Only limited summary data is available for this year.$4.47$0.00$0.77$0.34$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $500k-$1M nonprofits