Civic Intelligence

Halos of the St Croix Valley Inc

EIN 46-4220801 • 501(c)3 • New Richmond, WI

Profile

To provide support to families of child-loss, either financially or emotionally.

207 S Knowles AveNew Richmond, WI 54017

www.halosofthestcroixvalley.com

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$80,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-19%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-8.9%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$269,422

Up $36,391 (+16%) from 2022

Liabilities

Up

$4,339

Up $2,759 (+175%) from 2022

Net Assets

Up

$265,083

Up $33,632 (+15%) from 2022

Operations
Liabilities / Revenue70th percentileNet Margin24th percentile

Revenue

Up

$289,378

Up $81,698 (+39%) from 2022

Expenses

Up

$255,746

Up $72,031 (+39%) from 2022

Net Income

Up

$33,632

Up $9,667 (+40%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$300K$200K$100K$0Assets 2013: $1,719Liabilities 2013: $02013Assets 2014: $16,161Net Assets 2014: $16,1612014Assets 2015: $48,846Liabilities 2015: $4102015Assets 2016: $50,054Liabilities 2016: $410Net Assets 2016: $49,6442016Assets 2017: $106,186Liabilities 2017: $8652017Assets 2018: $131,903Liabilities 2018: $670Net Assets 2018: $131,2332018Assets 2019: $174,300Liabilities 2019: $1,143Net Assets 2019: $173,1572019Assets 2020: $184,141Liabilities 2020: $2,574Net Assets 2020: $181,5672020Assets 2021: $209,782Liabilities 2021: $2,296Net Assets 2021: $207,4862021Assets 2022: $233,031Liabilities 2022: $1,580Net Assets 2022: $231,4512022Assets 2023: $269,422Liabilities 2023: $4,339Net Assets 2023: $265,0832023

Highlighted filing

2023

Assets$269,422
Liabilities$4,339
Net Assets$265,083
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

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

$300K$200K$100K$0Revenue 2013: $1,799Expenses 2013: $80Net Income 2013: $1,7192013Revenue 2014: $50,790Expenses 2014: $36,348Net Income 2014: $14,4422014Revenue 2015: $66,264Expenses 2015: $33,989Net Income 2015: $32,2752015Revenue 2016: $55,220Expenses 2016: $54,012Net Income 2016: $1,2082016Revenue 2017: $130,283Expenses 2017: $74,606Net Income 2017: $55,6772017Revenue 2018: $123,359Expenses 2018: $97,447Net Income 2018: $25,9122018Revenue 2019: $141,007Expenses 2019: $99,083Net Income 2019: $41,9242019Revenue 2020: $114,175Expenses 2020: $105,765Net Income 2020: $8,4102020Revenue 2021: $173,539Expenses 2021: $147,620Net Income 2021: $25,9192021Revenue 2022: $207,680Expenses 2022: $183,715Net Income 2022: $23,9652022Revenue 2023: $289,378Expenses 2023: $255,746Net Income 2023: $33,6322023

Highlighted filing

2023

Revenue$289,378
Expenses$255,746
Net Income$33,632
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$269,422
Liabilities
$4,339
Net assets
$265,083
Revenue
$289,378
Expenses
$255,746
Net income
$33,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.69$0.04$2.65$2.89$2.56$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.02$2.31$2.08$1.84$0.24
2021Summary only. Only limited summary data is available for this year.$2.10$0.02$2.07$1.74$1.48$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.03$1.82$1.14$1.06$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.01$1.73$1.41$0.99$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.01$1.31$1.23$0.97$0.26
2017Summary only. Only limited summary data is available for this year.$1.06$0.01$1.30$0.75$0.56
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$0.55$0.54$0.01
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.66$0.34$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.51$0.36$0.14
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.00$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 4, 2023
Return Version
2022v5.0
Gross Receipts
$242,434
Mission and Program Overview

Mission

To provide support to families of child-loss, either financially or emotionally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$205,145$223,119▲ $17,974
Land, Buildings, and Equipment, Net$2,332$5,178▲ $2,846
Prepaid Expenses and Deferred Charges-$3,934-
Inventories for Sale or Use$1,500--
Other Notes and Loans Receivable, Net$5--
Total Assets$209,782$233,031▲ $23,249
Other Assets Total$800$800→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,296$1,580▼ $716
Total Liabilities$2,296$1,580▼ $716
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$207,486$231,451▲ $23,965
Total Net Assets Fund Balance$207,486$231,451▲ $23,965
Total Liabilities and Net Assets / Fund Balance$209,782$233,031▲ $23,249

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,178$7,342$12,520
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kelli EspirituExecutive DiFT$43,680$43,680

Board Members and Trustees

NameTitle
Darrell RobertsChair
Barry EspirituVice Chair
Chris RobertsSecretary
Jessica KeoppleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$190,236
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$17,444
All Other Contributions
$167,645
Change in Net Assets
$23,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$88,596
Salaries, Compensation, and Employee Benefits$54,256
Other Expenses$40,863
Total Fundraising Expense$9,515
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$88,596--$88,596
Current Officers, Directors, Trustees, and Key Employees$32,760$6,552$4,368$43,680
Occupancy$9,702$1,940$1,294$12,936
Office Expenses$9,237$1,847$1,232$12,316
Other Salaries and Wages$5,040$1,008$672$6,720
All Other Expenses$4,323$865$577$5,765
Payroll Taxes$2,892$578$386$3,856
Travel$2,643$528$352$3,523
Advertising$1,127$225$150$1,502
Insurance$1,123$225$150$1,498
Depreciation Depletion$1,016$204$137$1,357
Other Expenses$93$19$13$125
Conferences and Meetings$75$15$10$100
Total Functional Expenses$159,933$14,267$9,515$183,715
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,309
Fundraising Direct Expenses$33,254
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Run/walk$71,350$49,259$31,067$18,192
Total Events$71,350$49,259$32,403$16,856
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
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, Page 6, Part VI, Line 2

“Kelli espiritu chris roberts president secretary child/parent kelli espiritu barry espiritu president vice pres. Spouse kelli espiritu darrell roberts president director child/parent”

Form 990, Page 6, Part VI, Line 11B

“The board of directors is provided a copy of the form 990 to review before filing with the irs.”

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

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms they have received a copy of the conflicts of interest policy, have read and understands the policy, have agreed to comply with the policy, and understands halos is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Halos of the St Croix Valley Inc
EIN
46-4220801
Phone
8664114256
Address
207 S KNOWLES AVE, NEW RICHMOND, WI 54017

Signing Officer

Name
Kelli Espiritu
Title
Executive Director
Phone
7157814631
Signed
2023-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelli Espiritu
Formed
2013
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
2
Volunteers
249

Preparer

Firm
Guinn Vinopal & Zahradka Llp
Address
811 FIRST ST SUITE 103, HUDSON, WI 54016
Preparer
Dan Patrick CPA
Phone
7153861212
Raw XML Appendix392 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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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt077449
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt079492
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt07342
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt05178
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01053
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0283
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0283
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049259
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049259
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016856
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FAMILY SUPPORT/FUNERAL EX
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0154
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES WRITTEN REQUESTS FOR ASSISTANCE FROM POTENTIAL RECIPIENTS AND EVALUATES THEIR FINANCIAL NEEDS AND THEIR CURRENT SITUATION. THE ORGANIZATION THEN DIRECTS THE RECIPIENTS TO VENDORS THAT THE ORGANIZATION HAS DONE BUINESS WITH IN THE PAST, WHO BILL THE ORGANIZATION FOR THEIR ASSISTANCE USING PRICING SPECIFIC TO THE ORGANIZATION THAT HAVE BEEN PRE-ESTABLISHED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KELLI ESPIRITU CHRIS ROBERTS PRESIDENT SECRETARY CHILD/PARENT KELLI ESPIRITU BARRY ESPIRITU PRESIDENT VICE PRES. SPOUSE KELLI ESPIRITU DARRELL ROBERTS PRESIDENT DIRECTOR CHILD/PARENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAVE READ AND UNDERSTANDS THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS HALOS IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0183715
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IRS990/TotalProgramServiceExpensesAmt0159933
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IRS990/TotalRevenueGrp/ExclusionAmt016245
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207680
IRS990/TotalVolunteersCnt0249
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0209782
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0233031
IRS990/TravelGrp/FundraisingAmt0352
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IRS990/TravelGrp/TotalAmt03523
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01539 SEQUOIA LANE
IRS990/USAddress/CityNm0NEW RICHMOND
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054017
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.HALOSOFTHESTCROIXVALLEY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLI ESPIRITU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07157814631
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALOS OF THE ST CROIX VALLEY INC
ReturnHeader/Filer/BusinessNameControlTxt0HALO
ReturnHeader/Filer/EIN0464220801
ReturnHeader/Filer/PhoneNum08664114256
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 S KNOWLES AVE
ReturnHeader/Filer/USAddress/CityNm0NEW RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391825995
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GUINN VINOPAL & ZAHRADKA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0811 FIRST ST SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054016
ReturnHeader/PreparerPersonGrp/PhoneNum07153861212
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN PATRICK CPA
ReturnHeader/ReturnTs02023-11-07T12:53:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ESPIRITU
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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