Civic Intelligence

Sophia Foundation Inc

EIN 72-1526171 • 501(c)3 • Fond Du Lac, WI

Profile

To nurture the spirit, dignity and potential of people through transformative compassionate leadership.

384 N Main Street Rm/Ste 4Fond Du Lac, WI 54935

www.fdlareafoundation.com

Siviq Scores

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

Liabilities / Assets

77th percentile

0.24x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

1.85x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

5th percentile

-70%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

7.5%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$812,134

Up $109,241 (+16%) from 2022

Liabilities

Up

$195,570

Up $185,087 (+1766%) from 2022

Net Assets

Down

$616,564

Down $75,846 (-11%) from 2022

Operations
Liabilities / Revenue95th percentileNet Margin5th percentile

Revenue

Down

$105,927

Down $50,568 (-32%) from 2022

Expenses

Up

$180,509

Up $21,242 (+13%) from 2022

Net Income

Down

-$74,582

Down $71,810 (-2591%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $986,570Liabilities 2010: $0Net Assets 2010: $986,5702010Assets 2012: $952,120Liabilities 2012: $0Net Assets 2012: $952,1202012Assets 2013: $1,031,703Liabilities 2013: $0Net Assets 2013: $1,031,7032013Assets 2014: $969,482Liabilities 2014: $7,820Net Assets 2014: $961,6622014Assets 2015: $879,680Liabilities 2015: $6,534Net Assets 2015: $873,1462015Assets 2016: $874,308Liabilities 2016: $7,259Net Assets 2016: $867,0492016Assets 2017: $934,113Liabilities 2017: $6,121Net Assets 2017: $927,9922017Assets 2019: $884,579Liabilities 2019: $9,245Net Assets 2019: $875,3342019Assets 2020: $875,425Liabilities 2020: $6,689Net Assets 2020: $868,7362020Assets 2021: $859,074Liabilities 2021: $23,426Net Assets 2021: $835,6482021Assets 2022: $702,893Liabilities 2022: $10,483Net Assets 2022: $692,4102022Assets 2024: $812,134Liabilities 2024: $195,570Net Assets 2024: $616,5642024

Highlighted filing

2024

Assets$812,134
Liabilities$195,570
Net Assets$616,564
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$200K$100K$0-$100KExpenses 2010: $57,3472010Expenses 2012: $101,8392012Revenue 2013: $137,849Expenses 2013: $121,341Net Income 2013: $16,5082013Revenue 2014: $115,966Expenses 2014: $141,873Net Income 2014: -$25,9072014Revenue 2015: $120,882Expenses 2015: $146,379Net Income 2015: -$25,4972015Revenue 2016: $106,644Expenses 2016: $132,765Net Income 2016: -$26,1212016Revenue 2017: $109,936Expenses 2017: $128,981Net Income 2017: -$19,0452017Revenue 2019: $76,069Expenses 2019: $138,082Net Income 2019: -$62,0132019Revenue 2020: $81,947Expenses 2020: $124,422Net Income 2020: -$42,4752020Revenue 2021: $107,485Expenses 2021: $146,486Net Income 2021: -$39,0012021Revenue 2022: $156,495Expenses 2022: $159,267Net Income 2022: -$2,7722022Revenue 2024: $105,927Expenses 2024: $180,509Net Income 2024: -$74,5822024

Highlighted filing

2024

Revenue$105,927
Expenses$180,509
Net Income-$74,582
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$812,134
Liabilities
$195,570
Net assets
$616,564
Revenue
$105,927
Expenses
$180,509
Net income
-$74,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.20$0.62$0.11$0.18$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.01$0.69$0.16$0.16$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.02$0.84$0.11$0.15$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.01$0.87$0.08$0.12$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.01$0.88$0.08$0.14$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.01$0.93$0.11$0.13$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.01$0.87$0.11$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.12$0.15$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.12$0.14$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.14$0.12$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$281,489
Mission and Program Overview

Mission

To nurture the spirit, dignity and potential of people through transformative compassionate leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$852,015$856,005▲ $3,990
Cash and Non-Interest-Bearing Accounts$27,665$18,303▼ $9,362
Total Assets$879,680$874,308▼ $5,372
Liabilities
Accounts Payable and Accrued Expenses$6,534$7,259▲ $725
Total Liabilities$6,534$7,259▲ $725
Net Assets / Fund Balance
Unrestricted Net Assets$873,146$867,049▼ $6,097
Total Net Assets Fund Balance$873,146$867,049▼ $6,097
Total Liabilities and Net Assets / Fund Balance$879,680$874,308▼ $5,372
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christa WilliamsExecutive DiFT$52,540$1,576$54,116
Catherine WolfeProgram Dire-$3,378-$3,378

Board Members and Trustees

NameTitle
William WuskePresident
Gary OttMember
James GilmoreMember
Jenny KnuthMember
Linda Selk YergesMember
Sandy BernierMember
Sue RoettgerMember
Virginia GilmoreMember
Rev Ted DrewsenSecretary
Dr James SebertTreasurer
Steve ThiryVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$23,106
Program Service Revenue
$33,044
Investment Income
$36,971
Other Revenue
$13,523
All Other Contributions
$23,106
Change in Net Assets
$-26,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$94,367
Other Expenses$38,298
Total Fundraising Expense$35,259
Grants and Similar Amounts Paid$100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$18,019$19,575$19,900$57,494
Other Salaries and Wages$9,297$10,101$10,269$29,667
Payroll Taxes$2,034$2,210$2,247$6,491
Office Expenses$1,354$1,217$1,223$3,794
All Other Expenses-$2,615$595$3,210
Other Expenses$3,201$8,766-$3,201
Fees for Services Accounting-$1,090-$1,090
Insurance$297$447$314$1,058
Pension Plan Contributions$224$243$248$715
Conferences and Meetings$389$249-$638
Advertising-$155$463$618
Grants to Domestic Orgs$100--$100
Total Functional Expenses$50,838$46,668$35,259$132,765
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,411
Fundraising Direct Expenses$22,957
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Aslc$19,919$19,919$3,719$16,200
Ccb16$12,353$12,353$3,500$8,853
Total Events$32,272$32,272$15,808$16,464
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
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

“Virginia gilmore jim gilmore member member husband and wife”

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

“Form 990 is prepared by the organization's independent auditor, huberty and associates, sc., who in turn present the return to the executive director of the fond du lac area foundation, sandi roehrig, who reviews the form 990 before being filed. In addition, an email is sent to all members of availability to review; secure email if requested”

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

“Members are required to disclose any conflicts of interest when and if they occur.”

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

“The executive directors wages are set by the board of directors. The board will use salary surveys for similar positions at similar organizations to ensure that compensation is fair and competitive for the job that is performed.”

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

“The executive director will set the wages for other employees. She used salary data of similar organizations to determine a fair and competitive wage for all employees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents can be obtained at the address on page 1 of form 990.”

Filing and Contact Details

Filer

Filer Name
Sophia Foundation Inc
EIN
72-1526171
Phone
9209797407
Address
384 N MAIN STREET RM/STE 4, FOND DU LAC, WI 54935

Signing Officer

Name
Christa Williams
Title
Executive Director
Phone
9209797407
Signed
2017-05-12

Organization Details

Principal Officer
Christa Williams
Formed
2001
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
4
Volunteers
25

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Robin Lutz CPA Mt
Phone
9209238400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Fond du lac area foundation and the supporting organization are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. In addition, the foundation and the supporting organization qualify for the charitable contributions deduction under section 170 (b)(1)(a) and have been classified as organizations that are not a private foundation under section 509 (a)(2). The fond du lac area foundation and the supporting organization are also exempt from wisconsin income taxes. The foundation has evaluated tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the foundation's financial condition, results of operations or cash flows. Accordingly, the foundation has not recorded any reserves or related accruals for interest and penalties for uncertain tax positions at december 31, 2016. All years not closed by the statute of limitations remain open for examination by tax jurisdictions.”

Raw XML AppendixShowing 400 of 484 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOND DU LAC AREA FOUNDATION AND THE SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION AND THE SUPPORTING ORGANIZATION QUALIFY FOR THE CHARITABLE CONTRIBUTIONS DEDUCTION UNDER SECTION 170 (B)(1)(A) AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT A PRIVATE FOUNDATION UNDER SECTION 509 (A)(2). THE FOND DU LAC AREA FOUNDATION AND THE SUPPORTING ORGANIZATION ARE ALSO EXEMPT FROM WISCONSIN INCOME TAXES. THE FOUNDATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2016. ALL YEARS NOT CLOSED BY THE STATUTE OF LIMITATIONS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VIRGINIA GILMORE JIM GILMORE MEMBER MEMBER HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT AUDITOR, HUBERTY AND ASSOCIATES, SC., WHO IN TURN PRESENT THE RETURN TO THE EXECUTIVE DIRECTOR OF THE FOND DU LAC AREA FOUNDATION, SANDI ROEHRIG, WHO REVIEWS THE FORM 990 BEFORE BEING FILED. IN ADDITION, AN EMAIL IS SENT TO ALL MEMBERS OF AVAILABILITY TO REVIEW; SECURE EMAIL IF REQUESTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST WHEN AND IF THEY OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTORS WAGES ARE SET BY THE BOARD OF DIRECTORS. THE BOARD WILL USE SALARY SURVEYS FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS TO ENSURE THAT COMPENSATION IS FAIR AND COMPETITIVE FOR THE JOB THAT IS PERFORMED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR WILL SET THE WAGES FOR OTHER EMPLOYEES. SHE USED SALARY DATA OF SIMILAR ORGANIZATIONS TO DETERMINE A FAIR AND COMPETITIVE WAGE FOR ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS CAN BE OBTAINED AT THE ADDRESS ON PAGE 1 OF FORM 990.
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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