Civic Intelligence

Sophia Transformation Leadership Partners Inc.

990 • Fiscal year 2020 • EIN 72-1526171

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

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

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.08x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

70th percentile

$58,000

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 70.8% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.0%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

7.7%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$875,425

Down $9,154 (-1.0%) from 2019

Net Assets

Down

$868,736

Down $6,598 (-0.8%) from 2019

Liabilities

Down

$6,689

Down $2,556 (-28%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin8th percentile

Revenue

Up

$81,947

Up $5,878 (+7.7%) from 2019

Expenses

Down

$124,422

Down $13,660 (-9.9%) from 2019

Net Income

Up

-$42,475

Up $19,538 (+32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$875,425
Liabilities$6,689
Net Assets$868,736
Open 2020 Filing

Operations Trend

Revenue Growth63rd 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

2020

Revenue$81,947
Expenses$124,422
Net Income-$42,475
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$613,816
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$882,915$852,364▼ $30,551
Cash and Non-Interest-Bearing Accounts$1,664$23,061▲ $21,397
Total Assets$884,579$875,425▼ $9,154
Liabilities
Accounts Payable and Accrued Expenses$9,245$6,689▼ $2,556
Total Liabilities$9,245$6,689▼ $2,556
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$875,334$868,736▼ $6,598
Total Net Assets Fund Balance$875,334$868,736▼ $6,598
Total Liabilities and Net Assets / Fund Balance$884,579$875,425▼ $9,154
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christa WilliamsExecutive DiFT$58,000$58,000

Board Members and Trustees

NameTitle
Jenny KnuthPresident
Garry MoiseMember
Gary OttMember
Kevin GalskeMember
Sandy BernierMember
Sarah ZimmermanMember
Sue RoettgerPast Preside
Sarah SpangSecretary
Dr James SebertTreasurer
William WuskeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$27,802
Program Service Revenue
$8,120
Investment Income
$46,025
Other Revenue
$0
All Other Contributions
$10,250
Change in Net Assets
$-42,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$90,436
Other Expenses$33,986
Total Fundraising Expense$15,611
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$34,800$15,660$7,540$58,000
Other Salaries and Wages$15,479$6,965$3,354$25,798
Payroll Taxes$3,983$1,792$863$6,638
Occupancy$1,602$1,602$1,373$4,577
Office Expenses$1,519$1,519$760$3,798
Information Technology$549$549$275$1,373
Other Expenses$466$80$466$1,012
Fees for Services Accounting-$880-$880
All Other Expenses--$802$802
Conferences and Meetings$695--$695
Insurance$206$206$102$514
Advertising$8-$76$84
Total Functional Expenses$70,198$38,613$15,611$124,422
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
2021-11-09

Organization Details

Principal Officer
Christa Williams
Formed
2001
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
18

Preparer

Firm
Huberty & Associates Sc
Address
37 N PIONEER RD, FOND DU LAC, WI 54935-9401
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, 2020. All years not closed by the statute of limitations remain open for examination by tax jurisdictions.”

Raw XML AppendixShowing 400 of 451 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09245
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06689
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO NURTURE THE SPIRIT, DIGNITY AND POTENTIAL OF PEOPLE THROUGH TRANSFORMATIVE COMPASSIONATE LEADERSHIP.
IRS990/AdvertisingGrp/FundraisingAmt076
IRS990/AdvertisingGrp/ProgramServicesAmt08
IRS990/AdvertisingGrp/TotalAmt084
IRS990/AllOtherContributionsAmt010250
IRS990/AllOtherExpensesGrp/FundraisingAmt0802
IRS990/AllOtherExpensesGrp/TotalAmt0802
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CHRISTA WILLIAMS
IRS990/BooksInCareOfDetail/PhoneNum09203751488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0384 N MAIN ST STE 4
IRS990/BooksInCareOfDetail/USAddress/CityNm0FOND DU LAC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054935
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01664
IRS990/CashNonInterestBearingGrp/EOYAmt023061
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07540
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt015660
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt034800
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt058000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0695
IRS990/ConferencesMeetingsGrp/TotalAmt0695
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt027802
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt046025
IRS990/CYOtherExpensesAmt033986
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08120
IRS990/CYRevenuesLessExpensesAmt0-42475
IRS990/CYSalariesCompEmpBnftPaidAmt090436
IRS990/CYTotalExpensesAmt0124422
IRS990/CYTotalFundraisingExpenseAmt015611
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt081947
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORTS PROGRAMMING TO ENABLE HUMAN BEINGS TO BECOME MORE CARING PEOPLE IN THEIR WORK AND IN THEIR LIVES IN THE WAY INDIVIDUALS RELATE TO ONE ANOTHER. CONFERENCE (ASPIRING SERVANT LEADERS CONFERENCE WHICH IS A 1/2 DAY EVENT INCLUDES SPEAKERS) 131 ATTENDED IN 2020.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt070198
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0880
IRS990/FeesForServicesAccountingGrp/TotalAmt0880
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTA WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDY BERNIER
IRS990/Form990PartVIISectionAGrp/PersonNm2KEVIN GALSKE
IRS990/Form990PartVIISectionAGrp/PersonNm3JENNY KNUTH
IRS990/Form990PartVIISectionAGrp/PersonNm4GARRY MOISE
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY OTT
IRS990/Form990PartVIISectionAGrp/PersonNm6SUE ROETTGER
IRS990/Form990PartVIISectionAGrp/PersonNm7DR JAMES SEBERT
IRS990/Form990PartVIISectionAGrp/PersonNm8SARAH SPANG
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM WUSKE
IRS990/Form990PartVIISectionAGrp/PersonNm10SARAH ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt058000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt018151
IRS990/GainOrLossGrp/SecuritiesAmt015453
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt017552
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt018151
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0547322
IRS990/GrossReceiptsAmt0613816
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0275
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0549
IRS990/InformationTechnologyGrp/ProgramServicesAmt0549
IRS990/InformationTechnologyGrp/TotalAmt01373
IRS990/InsuranceGrp/FundraisingAmt0102
IRS990/InsuranceGrp/ManagementAndGeneralAmt0206
IRS990/InsuranceGrp/ProgramServicesAmt0206
IRS990/InsuranceGrp/TotalAmt0514
IRS990/InvestmentIncomeGrp/ExclusionAmt012421
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012421
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0882915
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0852364
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0531869
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO NURTURE THE SPIRIT, DIGNITY AND POTENTIAL OF PEOPLE THROUGH TRANSFORMATIVE COMPASSIONATE LEADERSHIP.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0875334
IRS990/NetAssetsOrFundBalancesEOYAmt0868736
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt033604
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt033604
IRS990/NetUnrlzdGainsLossesInvstAmt035877
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0875334
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0868736
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt01373
IRS990/OccupancyGrp/ManagementAndGeneralAmt01602
IRS990/OccupancyGrp/ProgramServicesAmt01602
IRS990/OccupancyGrp/TotalAmt04577
IRS990/OfficeExpensesGrp/FundraisingAmt0760
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01519
IRS990/OfficeExpensesGrp/ProgramServicesAmt01519
IRS990/OfficeExpensesGrp/TotalAmt03798
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PROGRAM RELATED EXPENSES
IRS990/OtherExpensesGrp/Desc1SERVICE FEES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc3DUES AND PERMITS
IRS990/OtherExpensesGrp/FundraisingAmt0466
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11209
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt280
IRS990/OtherExpensesGrp/ProgramServicesAmt010891
IRS990/OtherExpensesGrp/ProgramServicesAmt1466
IRS990/OtherExpensesGrp/TotalAmt010891
IRS990/OtherExpensesGrp/TotalAmt18151
IRS990/OtherExpensesGrp/TotalAmt21209
IRS990/OtherExpensesGrp/TotalAmt31012
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03354
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06965
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015479
IRS990/OtherSalariesAndWagesGrp/TotalAmt025798
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0863
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01792
IRS990/PayrollTaxesGrp/ProgramServicesAmt03983
IRS990/PayrollTaxesGrp/TotalAmt06638
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRISTA WILLIAMS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08120
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016417
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt033371
IRS990/PYOtherExpensesAmt057371
IRS990/PYProgramServiceRevenueAmt026281
IRS990/PYRevenuesLessExpensesAmt0-62013
IRS990/PYSalariesCompEmpBnftPaidAmt080711
IRS990/PYTotalExpensesAmt0138082
IRS990/PYTotalRevenueAmt076069
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-42475
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08120
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0510181570
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08151
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FOND DU LAC AREA FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0FOND DU LAC AREA FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08151
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 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, 2020. 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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FOND DU LAC AREA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510181570
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt08
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0384 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FOND DU LAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054935
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08151
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FOND DU LAC AREA FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0884579
IRS990/TotalAssetsEOYAmt0875425
IRS990/TotalAssetsGrp/BOYAmt0884579
IRS990/TotalAssetsGrp/EOYAmt0875425
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027802
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015611
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038613
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070198
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124422
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09245
IRS990/TotalLiabilitiesEOYAmt06689
IRS990/TotalLiabilitiesGrp/BOYAmt09245
IRS990/TotalLiabilitiesGrp/EOYAmt06689
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0875334
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0868736

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$875,425
Liabilities
$6,689
Net assets
$868,736
Revenue
$81,947
Expenses
$124,422
Net income
-$42,475
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)3 • $500k-$1M nonprofits