Civic Intelligence

Creative Downtown Appleton Inc.

990 • Fiscal year 2021 • EIN 47-1568601

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

333 W College Ave Ste 100Appleton, WI 54911

(920) 954-9112

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

10%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

98th percentile

$89,454

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 51.7% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

136%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$81,497

Down $10,086 (-11%) from 2020

Net Assets

Up

$81,497

Up $16,037 (+24%) from 2020

Liabilities

Down

$0

Down $26,123 (-100%) from 2020

Revenue

Up

$172,940

Up $99,620 (+136%) from 2020

Expenses

Up

$154,896

Up $102,854 (+198%) from 2020

Net Income

Down

$18,044

Down $3,234 (-15%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $48,656Liabilities 2015: $15,000Net Assets 2015: $33,6562015Assets 2016: $36,292Liabilities 2016: $1,242Net Assets 2016: $35,0502016Assets 2017: $53,979Liabilities 2017: $15,503Net Assets 2017: $38,4762017Assets 2018: $52,417Liabilities 2018: $4,630Net Assets 2018: $47,7872018Assets 2019: $67,185Liabilities 2019: $23,003Net Assets 2019: $44,1822019Assets 2020: $91,583Liabilities 2020: $26,123Net Assets 2020: $65,4602020Assets 2021: $81,497Liabilities 2021: $0Net Assets 2021: $81,4972021Assets 2022: $80,868Liabilities 2022: $6,580Net Assets 2022: $74,2882022Assets 2023: $67,574Liabilities 2023: $0Net Assets 2023: $67,5742023Assets 2024: $105,350Liabilities 2024: $0Net Assets 2024: $105,3502024

Highlighted filing

2021

Assets$81,497
Liabilities$0
Net Assets$81,497

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $240,449Expenses 2015: $206,793Net Income 2015: $33,6562015Revenue 2016: $214,316Expenses 2016: $212,922Net Income 2016: $1,3942016Revenue 2017: $246,192Expenses 2017: $242,766Net Income 2017: $3,4262017Revenue 2018: $357,218Expenses 2018: $347,907Net Income 2018: $9,3112018Revenue 2019: $289,233Expenses 2019: $292,838Net Income 2019: -$3,6052019Revenue 2020: $73,320Expenses 2020: $52,042Net Income 2020: $21,2782020Revenue 2021: $172,940Expenses 2021: $154,896Net Income 2021: $18,0442021Revenue 2022: $128,289Expenses 2022: $135,498Net Income 2022: -$7,2092022Revenue 2023: $101,972Expenses 2023: $108,686Net Income 2023: -$6,7142023Revenue 2024: $175,874Expenses 2024: $138,098Net Income 2024: $37,7762024

Highlighted filing

2021

Revenue$172,940
Expenses$154,896
Net Income$18,044
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$172,940
Mission and Program Overview

Mission

To create and enhance the cultural environment of downtown appleton by providing opportunities for community access to arts, music and cultural activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$85,045$49,501▼ $35,544
Land, Buildings, and Equipment, Net$0$22,401▲ $22,401
Accounts Receivable$6,538$9,595▲ $3,057
Total Assets$91,583$81,497▼ $10,086
Liabilities
Deferred Revenue$22,000$0▼ $22,000
Accounts Payable and Accrued Expenses$4,123$0▼ $4,123
Total Liabilities$26,123$0▼ $26,123
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$65,460$81,497▲ $16,037
Total Net Assets Fund Balance$65,460$81,497▲ $16,037
Total Liabilities and Net Assets / Fund Balance$91,583$81,497▼ $10,086

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,401$2,037$24,438
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Stephany JenniferExecutive DirectorPT$89,454$89,454

Board Members and Trustees

NameTitle
Johnson DebPast President & Director
Vargosko LauraPresident
Allen MaderaDirector
Balof AudraDirector
Banks NatashaDirector
Klika NatalieDirector
Klister TomDirector
Knuth KolbyDirector
Lison JayDirector
Manuel KaraDirector
Olander AjDirector
Stage MonicaDirector
Wirth KevinDirector
Vanderloop JillDirector (left During 2021)
King LyssaSecretary
Lonsway SteveTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,727
Program Service Revenue
$54,213
Investment Income
$0
Other Revenue
$0
All Other Contributions
$114,727
Change in Net Assets
$18,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$139,896
Salaries, Compensation, and Employee Benefits$15,000
Total Fundraising Expense$1,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$66,869--$66,869
Current Officers, Directors, Trustees, and Key Employees$7,650-$1,350$9,000
Other Salaries and Wages$3,900$2,100-$6,000
Fees for Services Accounting-$3,440-$3,440
Depreciation Depletion$2,037--$2,037
Office Expenses-$596-$596
Other Expenses$66,650$304-$304
Total Functional Expenses$147,106$6,440$1,350$154,896
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
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
Yes
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 8B

The organization has no committees with authority to act on behalf of the governing body.

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

The treasurer, president and executive director review a draft of the 990 after it is prepared by a cpa firm. After the draft is approved by the director and treasurer, this draft copy is provided to each board member for further comments. When all comments have been addressed it is then officially filed.

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

Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: a. Has received a copy of the conflicts of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands creative downtown appleton inc. Is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomlpish one or more of its tax-exempt purposes.

Form 990, Part VI, Section B, Line 15A

Creative downtown appleton inc.'s executive director is an appleton downtown, inc. (adi) employee and compensation is determined annually with the following process: a performance review is conducted by the adi executive committee based on measurements of success established annually for the organizations adopted goals and objectives. Compensation data is consulted if needed using the fox cities chamber of commerce annual wage survey. The executive director is included in the review discussion at the october or november executive committee meeting and minutes are recorded. The organization does not compensate any other officers or key employees.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Creative Downtown Appleton Inc
EIN
47-1568601
Phone
9209549112
Address
333 W COLLEGE AVE STE 100, APPLETON, WI 54911

Signing Officer

Name
Jennifer Stephany
Title
Executive Director
Phone
9209549112
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Stephany
Formed
2014
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
27

Preparer

Firm
Cliftonlarsonallen Llp
Address
200 EAST WASHINGTON STREET PO BOX, 1739, APPLETON, WI 54912
Preparer
Michael Vandenhogen
Phone
9207318111
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Due to the covid-19 pandemic we did have to cancel our community public market events. They were moved to 2022.

Form 990, Part IX, Line 11G

Artist: program service expenses 21,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,200. Event sound & lighting: program service expenses 42,466. Management and general expenses 0. Fundraising expenses 0. Total expenses 42,466. Event performers: program service expenses 3,203. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,203.

FORM 990, PART XI, LINE 9:

GRANT RETURN -2,007.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (LEFT DURING 2021)
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE AND ENHANCE THE CULTURAL ENVIRONMENT OF DOWNTOWN APPLETON BY PROVIDING OPPORTUNITIES FOR COMMUNITY ACCESS TO ARTS, MUSIC AND CULTURAL ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt081497
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0596
IRS990/OfficeExpensesGrp/TotalAmt0596
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2007
IRS990/OtherExpensesGrp/Desc0EVENT SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0304
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IRS990/OtherExpensesGrp/TotalAmt066650
IRS990/OtherExpensesGrp/TotalAmt1304
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03900
IRS990/OtherSalariesAndWagesGrp/TotalAmt06000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNIFER STEPHANY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711300
IRS990/ProgramServiceRevenueGrp/Desc0MILE OF MUSIC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054213
IRS990/ProgSrvcAccomActy2Grp/Desc0ART -- CREATIVE PLACEMAKING AND PUBLIC ART IS ANOTHER MAIN FOCUS. CONTRIBUTIONS COLLECTED HELPED US ACCOMPLISH ONE NEW MURAL IN OUR DISTRICT, A LARGE RISE SCULPTURE IN HOUDINI PLAZA, A MOBILE PARKLET WAS ADDED TO THE WEST END WITH PAINTINGS OF WORLD MUSIC INSTRUMENTS, FRESH HERBS AND PUBLIC SEATING. WE HOSTED 4 DOWNTOWN CREATES EVENTS THAT ENGAGED THE PUBLIC IN CREATING AND SHARING ARTWORK.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046354
IRS990/ProgSrvcAccomActy3Grp/Desc0HOLIDAY -- LIGHT UP APPLETON FEATURED A COMMUNITY MUSIC STAGE, ART AND CRAFT VENDORS, MAKE AND TAKE PROJECTS AND A TREAT WALK. WE ALSO HOSTED ICE CARVINGS IN FEBRUARY.
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0199876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt099340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0571428
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0567500
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099340
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0571428
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt02037
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024438
IRS990ScheduleD/TotalBookValueLandBuildingsAmt022401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUE TO THE COVID-19 PANDEMIC WE DID HAVE TO CANCEL OUR COMMUNITY PUBLIC MARKET EVENTS. THEY WERE MOVED TO 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER, PRESIDENT AND EXECUTIVE DIRECTOR REVIEW A DRAFT OF THE 990 AFTER IT IS PREPARED BY A CPA FIRM. AFTER THE DRAFT IS APPROVED BY THE DIRECTOR AND TREASURER, THIS DRAFT COPY IS PROVIDED TO EACH BOARD MEMBER FOR FURTHER COMMENTS. WHEN ALL COMMENTS HAVE BEEN ADDRESSED IT IS THEN OFFICIALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS CREATIVE DOWNTOWN APPLETON INC. IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMLPISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREATIVE DOWNTOWN APPLETON INC.'S EXECUTIVE DIRECTOR IS AN APPLETON DOWNTOWN, INC. (ADI) EMPLOYEE AND COMPENSATION IS DETERMINED ANNUALLY WITH THE FOLLOWING PROCESS: A PERFORMANCE REVIEW IS CONDUCTED BY THE ADI EXECUTIVE COMMITTEE BASED ON MEASUREMENTS OF SUCCESS ESTABLISHED ANNUALLY FOR THE ORGANIZATIONS ADOPTED GOALS AND OBJECTIVES. COMPENSATION DATA IS CONSULTED IF NEEDED USING THE FOX CITIES CHAMBER OF COMMERCE ANNUAL WAGE SURVEY. THE EXECUTIVE DIRECTOR IS INCLUDED IN THE REVIEW DISCUSSION AT THE OCTOBER OR NOVEMBER EXECUTIVE COMMITTEE MEETING AND MINUTES ARE RECORDED. THE ORGANIZATION DOES NOT COMPENSATE ANY OTHER OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ARTIST: PROGRAM SERVICE EXPENSES 21,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,200. EVENT SOUND & LIGHTING: PROGRAM SERVICE EXPENSES 42,466. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,466. EVENT PERFORMERS: PROGRAM SERVICE EXPENSES 3,203. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,203.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANT RETURN -2,007.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0APPLETON DOWNTOWN INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391727622
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ENERGIZE DOWNTOWN APPLETON'S RETAIL, BUSINESS, CULTURAL & EDUCATIONAL LIFE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0333 W COLLEGE AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0APPLETON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
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IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI

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