Civic Intelligence

Sophia Transformation Leadership Partners Inc.

990 • Fiscal year 2015 • EIN 72-1526171

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization ProfileWWW.FDLSOPHIAFOUNDATION.COM
384 N Main Street Rm/Ste 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

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

66th percentile

$49,677

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 41.1% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

17th percentile

-9.3%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

52nd percentile

4.2%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$879,680

Down $89,802 (-9.3%) from 2014

Net Assets

Down

$873,146

Down $88,516 (-9.2%) from 2014

Liabilities

Down

$6,534

Down $1,286 (-16%) from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin13th percentile

Revenue

Up

$120,882

Up $4,916 (+4.2%) from 2014

Expenses

Up

$146,379

Up $4,506 (+3.2%) from 2014

Net Income

Up

-$25,497

Up $410 (+1.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2015

Assets$879,680
Liabilities$6,534
Net Assets$873,146
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

2015

Revenue$120,882
Expenses$146,379
Net Income-$25,497
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$483,539
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$948,069$852,015▼ $96,054
Cash and Non-Interest-Bearing Accounts$19,773$27,665▲ $7,892
Pledges and Grants Receivable$1,640--
Total Assets$969,482$879,680▼ $89,802
Liabilities
Accounts Payable and Accrued Expenses$7,820$6,534▼ $1,286
Total Liabilities$7,820$6,534▼ $1,286
Net Assets / Fund Balance
Unrestricted Net Assets$961,662$873,146▼ $88,516
Total Net Assets Fund Balance$961,662$873,146▼ $88,516
Total Liabilities and Net Assets / Fund Balance$969,482$879,680▼ $89,802
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christa WilliamsExecutive DiFT$48,230$1,447$49,677
Barb SennCOOPT$35,100$1,014$36,114
Catherine WolfeProgram Dire-$6,639-$6,639

Board Members and Trustees

NameTitle
Virginia GilmorePresident
Gary OttMember
James GilmoreMember
Jenny KnuthMember
Linda Selk YergesMember
Steve ThiryMember
Sue RoettgerMember
William WuskeMember
Rev Ted DrewsonSecretary
Dr James SebertTreasurer
Ginger TimchakVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$47,288
Program Service Revenue
$21,629
Investment Income
$51,965
Other Revenue
$0
All Other Contributions
$47,288
Change in Net Assets
$-25,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$98,026
Other Expenses$46,253
Total Fundraising Expense$30,791
Grants and Similar Amounts Paid$2,100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$36,973$29,577$25,880$92,430
Advertising$2,856$2,284$1,999$7,139
Payroll Taxes$2,238$1,791$1,567$5,596
All Other Expenses$696$2,318$603$3,617
Office Expenses$1,060$848$742$2,650
Other Expenses$2,416$9,495-$2,416
Grants to Domestic Orgs$2,100--$2,100
Fees for Services Accounting-$705-$705
Insurance-$587-$587
Total Functional Expenses$67,983$47,605$30,791$146,379
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 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
9209219590
Address
384 N MAIN STREET RM/STE 4, FOND DU LAC, WI 54935

Signing Officer

Name
Christa Williams
Title
Executive Director
Phone
9209219590
Signed
2016-05-16

Organization Details

Principal Officer
Christa Williams
Formed
2001
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
3
Volunteers
25

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Ann B Freund CPA
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 affect 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, 2015. All years not closed by the statute of limitations remain open for examination by tax jurisdictions.”

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IRS990/PrincipalOfficerNm0CHRISTA WILLIAMS
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021629
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IRS990/PYTotalRevenueAmt0115966
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09495
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FOND DU LAC AREA FOUNDATION
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
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 AFFECT 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, 2015. ALL YEARS NOT CLOSED BY THE STATUTE OF LIMITATIONS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0384 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FOND DU LAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054935
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0969482
IRS990/TotalAssetsEOYAmt0879680
IRS990/TotalAssetsGrp/BOYAmt0969482
IRS990/TotalAssetsGrp/EOYAmt0879680
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt047288
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt030791
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047605
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt067983
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146379
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07820
IRS990/TotalLiabilitiesEOYAmt06534
IRS990/TotalLiabilitiesGrp/BOYAmt07820
IRS990/TotalLiabilitiesGrp/EOYAmt06534
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0961662
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0873146
IRS990/TotalOtherCompensationAmt02461
IRS990/TotalProgramServiceExpensesAmt067983

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$879,680
Liabilities
$6,534
Net assets
$873,146
Revenue
$120,882
Expenses
$146,379
Net income
-$25,497
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. 2015 filings • 501(c)3 • $500k-$1M nonprofits