Civic Intelligence

Fundacion Esperanza Inc.

990 • Fiscal year 2017 • EIN 46-4508990

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

PO Box 5Kenosha, WI 53141

(262) 552-5516

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-0.0%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,790

Down $90 (-2.3%) from 2016

Net Assets

Down

$3,790

Down $90 (-2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$234,288

Up $43,588 (+23%) from 2016

Expenses

Up

$234,378

Up $45,058 (+24%) from 2016

Net Income

Down

-$90

Down $1,470 (-107%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $2,500Liabilities 2015: $0Net Assets 2015: $2,5002015Assets 2016: $3,880Liabilities 2016: $0Net Assets 2016: $3,8802016Assets 2017: $3,790Liabilities 2017: $0Net Assets 2017: $3,7902017Assets 2018: $72,029Liabilities 2018: $0Net Assets 2018: $72,0292018Assets 2019: $152,121Liabilities 2019: $0Net Assets 2019: $152,1212019Assets 2020: $130,484Liabilities 2020: $0Net Assets 2020: $130,4842020Assets 2021: $117,871Liabilities 2021: $0Net Assets 2021: $117,8712021Assets 2022: $108,495Liabilities 2022: $0Net Assets 2022: $108,4952022Assets 2023: $101,365Liabilities 2023: $0Net Assets 2023: $101,3652023Assets 2024: $120,377Net Assets 2024: $120,3772024

Highlighted filing

2017

Assets$3,790
Liabilities$0
Net Assets$3,790

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $106,150Expenses 2015: $103,650Net Income 2015: $2,5002015Revenue 2016: $190,700Expenses 2016: $189,320Net Income 2016: $1,3802016Revenue 2017: $234,288Expenses 2017: $234,378Net Income 2017: -$902017Revenue 2018: $256,766Expenses 2018: $188,527Net Income 2018: $68,2392018Revenue 2019: $163,055Expenses 2019: $82,963Net Income 2019: $80,0922019Revenue 2020: $8,305Expenses 2020: $29,942Net Income 2020: -$21,6372020Revenue 2021: $1,026Expenses 2021: $13,639Net Income 2021: -$12,6132021Revenue 2022: $50,766Expenses 2022: $60,142Net Income 2022: -$9,3762022Revenue 2023: $81,405Expenses 2023: $88,535Net Income 2023: -$7,1302023Revenue 2024: $108,044Expenses 2024: $89,032Net Income 2024: $19,0122024

Highlighted filing

2017

Revenue$234,288
Expenses$234,378
Net Income-$90
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$234,288
Mission and Program Overview

Mission

Humanitarian aid and education

Humanitarian aid and education for low income areas

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,880$3,790▼ $90
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,880$3,790▼ $90
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,880$3,790▼ $90
Total Net Assets Fund Balance$3,880$3,790▼ $90
Total Liabilities and Net Assets / Fund Balance$3,880$3,790▼ $90
Compensation and Service Providers

Board Members and Trustees

NameTitle
Don SwailesPresident
John AndersenVice President
Patrick PfaffleExecutive Director
Matthew ZornTrustee
Alan DegnanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,000
Program Service Revenue
$230,288
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,000
Change in Net Assets
$-90
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$40,288--$40,288
All Other Expenses$36,180--$36,180
Total Functional Expenses$234,378$0$0$234,378
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The treasurer and another board member review the form 990 before the return is signed and filed. The finalized form 990 is then presented to the full board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Fundacion Esperanza Inc
EIN
46-4508990
Phone
2625525516
Address
PO BOX 5, KENOSHA, WI 53141

Signing Officer

Name
Patrick Pfaffle
Title
Executive Director
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Tirabassi Felland & Clark LLC
Address
8035 - 22nd Avenue, Kenosha, WI 53143
Preparer
Brian J Felland
Phone
2626527000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BANK WIRE FEE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FEB TRIP FEES: Column (A) - Total = $26600; Column (B) - Program Services = $26600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

JUNE TRIP FEES: Column (A) - Total = $6000; Column (B) - Program Services = $6000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

REFUND: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

VOLUNTEER TRAVEL FEES: Column (A) - Total = $3580; Column (B) - Program Services = $3580; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER AND ANOTHER BOARD MEMBER REVIEW THE FORM 990 BEFORE THE RETURN IS SIGNED AND FILED. THE FINALIZED FORM 990 IS THEN PRESENTED TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK WIRE FEE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEB TRIP FEES: Column (A) - Total = $26600; Column (B) - Program Services = $26600; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5JUNE TRIP FEES: Column (A) - Total = $6000; Column (B) - Program Services = $6000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REFUND: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7VOLUNTEER TRAVEL FEES: Column (A) - Total = $3580; Column (B) - Program Services = $3580; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03880
IRS990/TotalAssetsEOYAmt03790
IRS990/TotalAssetsGrp/BOYAmt03880
IRS990/TotalAssetsGrp/EOYAmt03790
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0234378
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234378
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03880
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03790
IRS990/TotalProgramServiceExpensesAmt0234378
IRS990/TotalProgramServiceRevenueAmt0230288
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0230288
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0234288
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03880
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03790
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03880
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03790
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FINCAESPERANZA.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK PFAFFLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FUNDACION ESPERANZA INC
ReturnHeader/Filer/BusinessNameControlTxt0FUND
ReturnHeader/Filer/EIN0464508990
ReturnHeader/Filer/PhoneNum02625525516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5
ReturnHeader/Filer/USAddress/CityNm0KENOSHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053141
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391832664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tirabassi Felland & Clark LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08035 - 22nd Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kenosha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053143
ReturnHeader/PreparerPersonGrp/PhoneNum02626527000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian J Felland
ReturnHeader/ReturnTs02018-11-14T11:16:13-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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