Civic Intelligence

Fond Du Lac Area Foundation

990 • Fiscal year 2013 • EIN 51-0181570

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileWWW.FDLAREAFOUNDATION.COM
384 N Main StRoom/Suite Ste 454935

(920) 921-2215

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

3rd percentile

0.00x

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

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

12th percentile

$92,020

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$27,795,567

Up $3,210,125 (+13%) from 2012

Net Assets

Up

$27,795,567

Up $3,210,125 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin96th percentile

Revenue

$4,283,183

No earlier filing loaded for comparison.

Expenses

Down

$1,248,610

Down $220,894 (-15%) from 2012

Net Income

$3,034,573

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$80M$60M$40M$20M$0Assets 2010: $21,808,374Liabilities 2010: $0Net Assets 2010: $21,808,3742010Assets 2011: $23,307,617Liabilities 2011: $0Net Assets 2011: $23,307,6172011Assets 2012: $24,585,442Liabilities 2012: $0Net Assets 2012: $24,585,4422012Assets 2013: $27,795,567Liabilities 2013: $0Net Assets 2013: $27,795,5672013Assets 2014: $29,208,985Liabilities 2014: $2,262,991Net Assets 2014: $26,945,9942014Assets 2015: $31,805,099Liabilities 2015: $2,395,875Net Assets 2015: $29,409,2242015Assets 2016: $33,867,588Liabilities 2016: $2,562,410Net Assets 2016: $31,305,1782016Assets 2017: $39,241,323Liabilities 2017: $2,518,035Net Assets 2017: $36,723,2882017Assets 2018: $37,352,387Liabilities 2018: $2,610,488Net Assets 2018: $34,741,8992018Assets 2019: $45,201,538Liabilities 2019: $2,771,750Net Assets 2019: $42,429,7882019Assets 2020: $62,386,083Liabilities 2020: $5,947,058Net Assets 2020: $56,439,0252020Assets 2021: $72,661,560Liabilities 2021: $6,756,959Net Assets 2021: $65,904,6012021Assets 2022: $60,163,927Liabilities 2022: $6,049,355Net Assets 2022: $54,114,5722022Assets 2023: $68,131,111Liabilities 2023: $5,996,799Net Assets 2023: $62,134,3122023Assets 2024: $78,023,949Liabilities 2024: $7,365,625Net Assets 2024: $70,658,3242024

Highlighted filing

2013

Assets$27,795,567
Liabilities$0
Net Assets$27,795,567
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,434,3212010Expenses 2011: $1,112,1842011Expenses 2012: $1,469,5042012Revenue 2013: $4,283,183Expenses 2013: $1,248,610Net Income 2013: $3,034,5732013Revenue 2014: $3,278,561Expenses 2014: $1,332,404Net Income 2014: $1,946,1572014Revenue 2015: $5,905,202Expenses 2015: $1,269,372Net Income 2015: $4,635,8302015Revenue 2016: $2,449,244Expenses 2016: $1,624,245Net Income 2016: $824,9992016Revenue 2017: $4,743,781Expenses 2017: $1,625,849Net Income 2017: $3,117,9322017Revenue 2018: $3,870,618Expenses 2018: $2,127,059Net Income 2018: $1,743,5592018Revenue 2019: $4,246,782Expenses 2019: $1,709,647Net Income 2019: $2,537,1352019Revenue 2020: $7,361,009Expenses 2020: $2,468,903Net Income 2020: $4,892,1062020Revenue 2021: $12,050,578Expenses 2021: $2,660,258Net Income 2021: $9,390,3202021Revenue 2022: $3,058,243Expenses 2022: $4,080,429Net Income 2022: -$1,022,1862022Revenue 2023: $5,439,585Expenses 2023: $3,670,854Net Income 2023: $1,768,7312023Revenue 2024: $5,873,593Expenses 2024: $3,718,626Net Income 2024: $2,154,9672024

Highlighted filing

2013

Revenue$4,283,183
Expenses$1,248,610
Net Income$3,034,573
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$29,026,137
Mission and Program Overview

Mission

Creating a better community by promoting philanthropy, awarding effective grants, and providing leadership on important community issues today and forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,678,086$26,230,829▲ $2,552,743
Savings and Temporary Cash Investments$883,983$1,528,569▲ $644,586
Cash and Non-Interest-Bearing Accounts$23,373$36,169▲ $12,796
Total Assets$24,585,442$27,795,567▲ $3,210,125
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$19,688,707$21,978,511▲ $2,289,804
Temporarily Rstr Net Assets$4,896,735$5,817,056▲ $920,321
Total Net Assets Fund Balance$24,585,442$27,795,567▲ $3,210,125
Total Liabilities and Net Assets / Fund Balance$24,585,442$27,795,567▲ $3,210,125

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$19,688,707$563,882▲ $2,720,975-$21,978,511
2012$18,546,003$589,294▲ $1,818,258-$19,688,707
2011$18,822,240$673,633▼ $52,242-$18,546,003
2010$16,575,706$1,317,636▲ $1,903,055-$18,822,240
2009$14,268,218$323,063▲ $2,763,273-$16,575,706
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandi RoehrigExec. DirectFT$86,000$6,020$92,020

Board Members and Trustees

NameTitle
Thomas HerreChair
Stephen PetersonVice Chair
Carol HylandMember
Jack TwohigMember
Karen WuestMember
Mimi SagerMember
Paul RosenfeldtMember
Scott WittchowMember
Stephen CramerMember
Steven DillingMember
Steven MillinMember
Patricia MillerSecretary
Stephen FrankeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$992,948
Program Service Revenue
$0
Investment Income
$3,278,561
Other Revenue
$11,674
All Other Contributions
$978,228
Change in Net Assets
$3,034,573

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded6$215,840
Total Noncash Contributions6$215,840

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,283,183
Revenue Not Reported on Form 990
$192,313
Total Revenue per Audited Statements
$4,475,496
Total Revenue per Form 990
$4,283,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$897,370
Salaries, Compensation, and Employee Benefits$260,382
Other Expenses$90,858
Total Fundraising Expense$88,070
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$897,370--$897,370
Other Salaries and Wages$49,983$39,986$34,988$124,957
Current Officers, Directors, Trustees, and Key Employees$34,400$27,520$24,080$86,000
Occupancy$9,600$7,680$6,720$24,000
Other Employee Benefits$7,408$5,926$5,186$18,520
Payroll Taxes$6,455$5,164$4,519$16,138
Fees for Services Other-$15,000-$15,000
Pension Plan Contributions$5,907$4,725$4,135$14,767
Insurance$11,412$3,197-$14,609
Fees for Services Accounting-$7,095-$7,095
All Other Expenses$2,109$1,687$1,476$5,272
Advertising$1,844$1,475$1,290$4,609
Conferences and Meetings$1,544$1,236$1,081$3,861
Other Expenses$847$678$593$2,118
Office Expenses$295$236$206$737
Total Functional Expenses$1,034,597$125,943$88,070$1,248,610

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,265,371
Expenses per Audited Statements$1,248,610
Total Expenses per Form 990$1,248,610
Expenses Not Reported on Form 990$16,761
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-2471187---$50,000
39-1138151---$35,000
39-1816401---$25,000
39-1816401---$25,000
39-1472844---$25,000
39-1342747---$21,291
30-0219941---$21,000
46-3045281---$20,000
39-1411371---$20,000
51-0156435---$19,500
46-3045281---$17,850
36-2167910---$10,800
56-2471187---$10,000
39-1896496---$7,500
39-1297284---$7,500
39-6005696---$7,500
39-6005450---$7,290
39-1411371---$7,248
39-1411371---$7,000
39-6003730---$7,000
39-1130623---$6,854
39-1411371---$6,845
30-0432338---$6,000
39-1034161---$6,000
39-1816401---$5,753
51-0181570---$5,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,761
Fundraising Gross Income$3,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,363$3,643$1,024$2,619
Total Events$18,363$3,643$4,667$-1,024
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Fond du lac area foundation fond du lac area foundation mrktg dir. Exec. Direct mother and son”

Form 990, Page 6, Part VI, Line 7A

“The board of directors of the fond du lac area foundation shall have no more than 15 members. Six of the members of the board shall be appointed by community leaders from the judicial system, fond du lac city government, fond du lac county bar association, association of commerce and the fond du lac school board. The appointing authorites only function is the board appointment and those appointing authorities have no further power related to the fond du lac area foundation, the fond du lac area foundation board of directors, or its activities or decisions.”

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

“The form 990 is emailed with password protection to all board members to view prior to filing. A hard copy of the form 990 is also available for review.”

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

“All officers, directors, and employees are required to sign conflict of interest statements annually. The accompanying policy also includes the process for disclosure. Faf minutes reflect disclosures of potential conflicts as they occur. Most common disclosures relate to grant award recommendations.”

Form 990, Page 6, Part VI, Line 15A

“Salaries are reviewed and approved by the board of directors with the board also conducting an annual performance review. In order to arrive at an appropriate salary, the board reviews salary compensation tables provided by the council on foundations based upon salary comparisons of hundreds of community foundations of all sizes as well as use local salary comparisons.”

Form 990, Page 6, Part VI, Line 15B

“Salaries are reviewed and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“All documents are available upon request at the address shown on page 1 of form 990”

Filing and Contact Details

Filer

EIN
51-0181570
Phone
9209212215

Signing Officer

Name
Sandi Roehrig
Title
Executive Director
Phone
9209212215
Signed
2014-05-14

Organization Details

Principal Officer
Sandi Roehrig
Formed
1975
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
63

Preparer

Preparer
Ann B Freund CPA
Phone
9209238400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fundraising expense 16,761 fundraising expense -16,761”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expense 16,761”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expense 16,761”

Raw XML AppendixShowing 400 of 650 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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IRS990/PYTotalExpensesAmt01469504
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03034573
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,795,567
Liabilities
$0
Net assets
$27,795,567
Revenue
$4,283,183
Expenses
$1,248,610
Net income
$3,034,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.0$7.37$70.7$5.87$3.72$2.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.1$6.00$62.1$5.44$3.67$1.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.2$6.05$54.1$3.06$4.08$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.7$6.76$65.9$12.1$2.66$9.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.4$5.95$56.4$7.36$2.47$4.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.2$2.77$42.4$4.25$1.71$2.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$2.61$34.7$3.87$2.13$1.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$2.52$36.7$4.74$1.63$3.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$2.56$31.3$2.45$1.62$0.82
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$2.40$29.4$5.91$1.27$4.64
2014Detailed filing. Detailed filing data is available for this year.$29.2$2.26$26.9$3.28$1.33$1.95
2013Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$4.28$1.25$3.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$0.00$24.6$1.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$0.00$23.3$1.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$1.43