Civic Intelligence

Sophia Transformation Leadership Partners Inc.

990 • Fiscal year 2013 • EIN 72-1526171

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

Organization ProfileWWW.FDLAREAFOUNDATION.COM
384 N Main StreetRoom/Suite 4Fond Du Lac, WI 54935

(920) 921-9590

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

48th percentile

$46,158

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

67th percentile

8.4%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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 / Assets12th percentile

Assets

Up

$1,031,703

Up $79,583 (+8.4%) from 2012

Net Assets

Up

$1,031,703

Up $79,583 (+8.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin69th percentile

Revenue

$137,849

No earlier filing loaded for comparison.

Expenses

Up

$121,341

Up $19,502 (+19%) from 2012

Net Income

$16,508

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$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

2013

Assets$1,031,703
Liabilities$0
Net Assets$1,031,703
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$137,849
Expenses$121,341
Net Income$16,508
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
$569,979
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$940,142$1,021,338▲ $81,196
Cash and Non-Interest-Bearing Accounts$11,978$10,365▼ $1,613
Total Assets$952,120$1,031,703▲ $79,583
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$952,120$1,031,703▲ $79,583
Total Net Assets Fund Balance$952,120$1,031,703▲ $79,583
Total Liabilities and Net Assets / Fund Balance$952,120$1,031,703▲ $79,583
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christa WilliamsExecutive DiFT$44,958$1,200$46,158
Barb SennCOOFT$13,542-$13,542
Catherine WolfeMember-$1,615-$1,615

Board Members and Trustees

NameTitle
Virginia GilmorePresident
Sandi RoehrigAsst. Secret
Dr James SebertMember
Gary BoelhowerMember
Linda Selk YergesMember
Steve ThiryMember
James GilmoreSecretary
Ginger TimchakVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$32,837
Program Service Revenue
$0
Investment Income
$103,121
Other Revenue
$1,891
All Other Contributions
$32,837
Change in Net Assets
$16,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$78,455
Other Expenses$42,886
Total Fundraising Expense$23,233
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$23,400$18,720$16,380$58,500
Other Employee Benefits$6,192$4,954$4,334$15,480
Payroll Taxes$1,790$1,432$1,253$4,475
Office Expenses$1,107$885$774$2,766
Other Expenses$6,199$1,856-$1,856
All Other Expenses$532$426$373$1,331
Fees for Services Accounting-$685-$685
Conferences and Meetings$170$136$119$425
Insurance-$348-$348
Total Functional Expenses$58,644$39,464$23,233$121,341
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
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 president member husband and wife virginia gilmore ginger timchak president vp mother and daughter”

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.”

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 similiar positions at similiar 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 similiar 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

EIN
72-1526171
Phone
9209219590

Signing Officer

Name
Christa Williams
Title
Executive Director
Phone
9209219590
Signed
2014-05-14

Organization Details

Principal Officer
Sandi Roehrig
Formed
2001
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
11

Preparer

Preparer
Ann B Freund CPA
Phone
9209238400
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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/ExplanationTxt0VIRGINIA GILMORE JIM GILMORE PRESIDENT MEMBER HUSBAND AND WIFE VIRGINIA GILMORE GINGER TIMCHAK PRESIDENT VP MOTHER AND DAUGHTER
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.
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 SIMILIAR POSITIONS AT SIMILIAR 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 SIMILIAR 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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10FOND DU LAC AREA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510181570
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10384 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0FOND DU LAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode054935
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0952120
IRS990/TotalAssetsEOYAmt01031703
IRS990/TotalAssetsGrp/BOYAmt0952120
IRS990/TotalAssetsGrp/EOYAmt01031703
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt032837
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023233
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039464
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058644
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121341
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0952120
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01031703
IRS990/TotalOtherCompensationAmt01200
IRS990/TotalProgramServiceExpensesAmt058644
IRS990/TotalReportableCompFromOrgAmt060115
IRS990/TotalRevenueGrp/ExclusionAmt032479
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137849
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0952120
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01031703
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0952120
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01031703
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10384 N MAIN STREET
IRS990/USAddress/City0FOND DU LAC
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode054935
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.FDLAREAFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTA WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09209219590
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10SOPHIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOPH
ReturnHeader/Filer/EIN0721526171
ReturnHeader/Filer/PhoneNum09209219590
ReturnHeader/Filer/USAddress/AddressLine10384 N MAIN STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 4
ReturnHeader/Filer/USAddress/City0FOND DU LAC
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10145 S MARR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FOND DU LAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0549354434
ReturnHeader/PreparerPersonGrp/PhoneNum09209238400
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN B FREUND CPA
ReturnHeader/ReturnTs02014-05-14T16:26:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,031,703
Liabilities
$0
Net assets
$1,031,703
Revenue
$137,849
Expenses
$121,341
Net income
$16,508
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits