Civic Intelligence

Wisconsin Lions Birch-Sturm Memorial Fund Inc.

990 • Fiscal year 2017 • EIN 45-2034418

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 09, 2018

Organization ProfileWLF.INFO
3834 County Road ARosholt, WI 54473

(715) 677-4969

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

442%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,582,396

Up $555,463 (+11%) from 2016

Net Assets

Up

$5,581,391

Up $555,346 (+11%) from 2016

Liabilities

Up

$1,005

Up $117 (+13%) from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$881,382

Up $718,710 (+442%) from 2016

Expenses

Up

$149,931

Up $101,578 (+210%) from 2016

Net Income

Up

$731,451

Up $617,132 (+540%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$10M$5.0M$0Assets 2013: $4,371,156Liabilities 2013: $965Net Assets 2013: $4,370,1912013Assets 2014: $4,710,782Liabilities 2014: $1,297Net Assets 2014: $4,709,4852014Assets 2015: $4,748,406Liabilities 2015: $0Net Assets 2015: $4,748,4062015Assets 2016: $5,026,933Liabilities 2016: $888Net Assets 2016: $5,026,0452016Assets 2017: $5,582,396Liabilities 2017: $1,005Net Assets 2017: $5,581,3912017Assets 2018: $5,406,353Liabilities 2018: $892Net Assets 2018: $5,405,4612018Assets 2019: $6,381,403Liabilities 2019: $811Net Assets 2019: $6,380,5922019Assets 2020: $7,383,876Liabilities 2020: $1,719Net Assets 2020: $7,382,1572020Assets 2021: $8,487,470Liabilities 2021: $1,673Net Assets 2021: $8,485,7972021Assets 2022: $6,968,761Liabilities 2022: $2,510Net Assets 2022: $6,966,2512022Assets 2023: $7,948,303Liabilities 2023: $0Net Assets 2023: $7,948,3032023Assets 2024: $9,361,209Liabilities 2024: $213Net Assets 2024: $9,360,9962024

Highlighted filing

2017

Assets$5,582,396
Liabilities$1,005
Net Assets$5,581,391
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $523,035Expenses 2013: $151,472Net Income 2013: $371,5632013Revenue 2014: $257,182Expenses 2014: $50,270Net Income 2014: $206,9122014Revenue 2015: $251,339Expenses 2015: $52,433Net Income 2015: $198,9062015Revenue 2016: $162,672Expenses 2016: $48,353Net Income 2016: $114,3192016Revenue 2017: $881,382Expenses 2017: $149,931Net Income 2017: $731,4512017Revenue 2018: $172,832Expenses 2018: $168,673Net Income 2018: $4,1592018Revenue 2019: $292,616Expenses 2019: $203,462Net Income 2019: $89,1542019Revenue 2020: $566,931Expenses 2020: $252,001Net Income 2020: $314,9302020Revenue 2021: $498,923Expenses 2021: $92,559Net Income 2021: $406,3642021Revenue 2022: $532,200Expenses 2022: $365,921Net Income 2022: $166,2792022Revenue 2023: $228,741Expenses 2023: $471,864Net Income 2023: -$243,1232023Revenue 2024: $409,577Expenses 2024: $381,849Net Income 2024: $27,7282024

Highlighted filing

2017

Revenue$881,382
Expenses$149,931
Net Income$731,451
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 9, 2018
Return Version
2017v2.2
Gross Receipts
$918,683
Mission and Program Overview

Mission

To provide financial support from time to time to further certain of the exempt purposes of the wisconsin lions foundation, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,938,615$5,545,063▲ $606,448
Cash and Non-Interest-Bearing Accounts$88,318$37,333▼ $50,985
Total Assets$5,026,933$5,582,396▲ $555,463
Liabilities
Accounts Payable and Accrued Expenses$888$1,005▲ $117
Total Liabilities$888$1,005▲ $117
Net Assets / Fund Balance
Unrestricted Net Assets$5,026,045$5,581,391▲ $555,346
Total Net Assets Fund Balance$5,026,045$5,581,391▲ $555,346
Total Liabilities and Net Assets / Fund Balance$5,026,933$5,582,396▲ $555,463

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,938,615$140,000▲ $600,390-$5,545,063
2016$4,704,469$50,000▲ $215,650-$4,938,615
2015$4,674,666$80,000▼ $19,021-$4,704,469
2014$4,351,129$75,000▲ $278,514-$4,674,666
2013$3,806,377$120,000▲ $556,111$103,224$4,351,129
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Eric HolthausPresident
Don HartvigDirector
Jo MarsonDirector
John DicksonDirector
Terry PetersSecretary
Tal JanowitzTreasurer
Jay NessethVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$104,887
Program Service Revenue
$0
Investment Income
$776,495
Other Revenue
$0
All Other Contributions
$104,887
Change in Net Assets
$731,451

Audited Revenue Reconciliation

Revenue per Audited Statements
$881,382
Revenue Not Reported on Form 990
$-176,105
Total Revenue per Audited Statements
$705,277
Total Revenue per Form 990
$881,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Other Expenses$49,931
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Fees for Service Investment Mgmnt Fees-$33,942-$33,942
Fees for Services Accounting-$5,961-$5,961
Other Expenses-$3,204-$3,204
Office Expenses$321--$321
Total Functional Expenses$100,321$49,610$0$149,931

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$149,931
Total Expenses per Audited Statements$149,931
Total Expenses per Form 990$149,931
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Lions Foundation IncRosholt, WI501c3Support$100,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“The 990 is reviewed by the executive director, accountant and board of directors prior to filing.”

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

“The fund strictly prohibits its directors, officers, and other employees from engaging in conduct which involves a conflict with the interests of the fund.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and the financial statements are made available to the public at the wisconsin lions foundation inc's location upon request”

Filing and Contact Details

Filer

Filer Name
Wisconsin Lions Birch-sturm
EIN
45-2034418
Phone
7156774969
Address
3834 COUNTY ROAD A, ROSHOLT, WI 54473

Signing Officer

Name
Eric Holthaus
Title
President
Phone
7156774969
Signed
2018-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Holthaus
Formed
2012
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Kerberrose Sc
Address
115 E 5TH ST, SHAWANO, WI 54166
Preparer
Karen Kerber CPA
Phone
7155269400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is a charitable organization under section 501(c)(3) of the internal revenue code, and thus is exempt from income taxes. Gifts, grants and bequests are deductible by donors within limitations of the internal revenue code. The organization is subject to a tax on income from any unrelated activities. The organization continually evaluates its tax positions, changes in tax law and new authoritative rulings for potential implications to its tax status. The organization's federal returns are subject to examination generally for three years after they are filed and its state returns generally for four years after they are filed. The organization has not identified any income it would consider to be unrelated business income.”

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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, ACCOUNTANT AND BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND STRICTLY PROHIBITS ITS DIRECTORS, OFFICERS, AND OTHER EMPLOYEES FROM ENGAGING IN CONDUCT WHICH INVOLVES A CONFLICT WITH THE INTERESTS OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE WISCONSIN LIONS FOUNDATION INC'S LOCATION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,582,396
Liabilities
$1,005
Net assets
$5,581,391
Revenue
$881,382
Expenses
$149,931
Net income
$731,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$0.00$9.36$0.41$0.38$0.03
2023Summary only. Only limited summary data is available for this year.$7.95$0.00$7.95$0.23$0.47$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.00$6.97$0.53$0.37$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.49$0.00$8.49$0.50$0.09$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.57$0.25$0.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.00$6.38$0.29$0.20$0.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.41$0.17$0.17$0.00
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.88$0.15$0.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.00$5.03$0.16$0.05$0.11
2015Summary only. Only limited summary data is available for this year.$4.75$0.00$4.75$0.25$0.05$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.26$0.05$0.21
2013Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.52$0.15$0.37