Civic Intelligence

Sophia Transformation Leadership Partners Inc.

990 • Fiscal year 2019 • EIN 72-1526171

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 07, 2020

Organization ProfileWWW.SOPHIAPARTNERS.ORG
PO Box 1251Fond Du Lac, WI 54936-1251

(920) 375-1488

Siviq Scores

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

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.12x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$58,488

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 76.9% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

56th percentile

5.4%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$884,579

Down $49,534 (-5.3%) from 2017

Net Assets

Down

$875,334

Down $52,658 (-5.7%) from 2017

Liabilities

Up

$9,245

Up $3,124 (+51%) from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin4th percentile

Revenue

Down

$76,069

Down $33,867 (-31%) from 2017

Expenses

Up

$138,082

Up $9,101 (+7.1%) from 2017

Net Income

Down

-$62,013

Down $42,968 (-226%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$884,579
Liabilities$9,245
Net Assets$875,334
Open 2019 Filing

Operations Trend

Revenue Growth8th 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

2019

Revenue$76,069
Expenses$138,082
Net Income-$62,013
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 7, 2020
Return Version
2019v5.0
Gross Receipts
$363,837
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$828,901$882,915▲ $54,014
Cash and Non-Interest-Bearing Accounts$9,430$1,664▼ $7,766
Accounts Receivable$700--
Total Assets$839,031$884,579▲ $45,548
Liabilities
Accounts Payable and Accrued Expenses$7,919$9,245▲ $1,326
Total Liabilities$7,919$9,245▲ $1,326
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$831,112$875,334▲ $44,222
Total Net Assets Fund Balance$831,112$875,334▲ $44,222
Total Liabilities and Net Assets / Fund Balance$839,031$884,579▲ $45,548
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christa WilliamsExecutive DiFT$58,488$58,488

Board Members and Trustees

NameTitle
Jenny KnuthPresident
Ashley KlaesMember
Garry MoiseMember
Gary OttMember
Rev Ted DrewsenMember
Sarah SpangMember
Sue RoettgerPast Preside
William WuskeSecretary
Dr James SebertTreasurer
Sandy BernierVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$16,417
Program Service Revenue
$26,281
Investment Income
$33,371
Other Revenue
$0
All Other Contributions
$16,417
Change in Net Assets
$-62,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$80,711
Other Expenses$57,371
Total Fundraising Expense$24,547
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$26,904$18,131$13,452$58,487
Office Expenses$9,397$9,397$4,698$23,492
Other Salaries and Wages$7,613$5,131$3,807$16,551
Payroll Taxes$2,609$1,759$1,305$5,673
Occupancy$1,750$1,750$874$4,374
Advertising$1,676$1,677-$3,353
Fees for Services Accounting-$2,683-$2,683
All Other Expenses-$1,266$193$1,459
Insurance$438$438$218$1,094
Other Expenses$499$500-$999
Conferences and Meetings$19$19-$38
Total Functional Expenses$63,053$50,482$24,547$138,082
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
Backup withholding compliance
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
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 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, who reviews the form 990 before being filed. In addition, an email is sent to all board members that a copy of the 990 is available to them at the sophia office for their review.”

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

“Members review the conflict of interest policy and disclose annually. New members complete upon election as a board member.”

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

“Executive director completes annual self-evaluation and input from all board members reviewed by designated members of the board and board president. Comparison salary data collected from similar, local nonprofits using 990 data available on guidestar and other current and relevant salary data provided by an hr professional. Board members vote on any compensation changes in a closed meeting without executive director or other staff members present.”

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 Transformative Leadership
EIN
72-1526171
Phone
9203751488
Address
PO BOX 1251, FOND DU LAC, WI 54936-1251

Signing Officer

Name
Christa Williams
Title
Executive Director
Phone
9209219590
Signed
2020-07-07

Organization Details

Principal Officer
Christa Williams
Formed
2001
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
30

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Cynthia Hintz 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 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, 2019. All years not closed by the statute of limitations remain open for examination by tax jurisdictions.”

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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 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, 2019. 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/ExplanationTxt0FORM 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, WHO REVIEWS THE FORM 990 BEFORE BEING FILED. IN ADDITION, AN EMAIL IS SENT TO ALL BOARD MEMBERS THAT A COPY OF THE 990 IS AVAILABLE TO THEM AT THE SOPHIA OFFICE FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANNUALLY. NEW MEMBERS COMPLETE UPON ELECTION AS A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE DIRECTOR COMPLETES ANNUAL SELF-EVALUATION AND INPUT FROM ALL BOARD MEMBERS REVIEWED BY DESIGNATED MEMBERS OF THE BOARD AND BOARD PRESIDENT. COMPARISON SALARY DATA COLLECTED FROM SIMILAR, LOCAL NONPROFITS USING 990 DATA AVAILABLE ON GUIDESTAR AND OTHER CURRENT AND RELEVANT SALARY DATA PROVIDED BY AN HR PROFESSIONAL. BOARD MEMBERS VOTE ON ANY COMPENSATION CHANGES IN A CLOSED MEETING WITHOUT EXECUTIVE DIRECTOR OR OTHER STAFF MEMBERS PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4GOVERNING DOCUMENTS CAN BE OBTAINED AT THE ADDRESS ON PAGE 1 OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt03
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt08
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0384 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FOND DU LAC
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0884579
IRS990/TotalAssetsGrp/BOYAmt0839031
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050482
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063053
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138082
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt09245
IRS990/TotalLiabilitiesGrp/BOYAmt07919
IRS990/TotalLiabilitiesGrp/EOYAmt09245
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0831112
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0875334
IRS990/TotalProgramServiceExpensesAmt063053
IRS990/TotalProgramServiceRevenueAmt026281
IRS990/TotalReportableCompFromOrgAmt058488
IRS990/TotalRevenueGrp/ExclusionAmt033371
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076069
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0839031
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0884579
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$884,579
Liabilities
$9,245
Net assets
$875,334
Revenue
$76,069
Expenses
$138,082
Net income
-$62,013
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
2019Detailed filing. Detailed filing data is available for this year.$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