Civic Intelligence

Andy Barta Legacy Charitable Fund Inc

EIN 83-2190071 • 501(c)3 • Algoma, WI

Profile

To provide financial support to families affected by cancer. See Schedule O

N7349 Red Birch LnAlgoma, WI 54201-9777
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

97th percentile

404%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

-6.0%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$9,789

Up $7,847 (+404%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

$9,789

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Down

$7,686

Down $494 (-6.0%) from 2019

Expenses

Down

$2,805

Down $5,248 (-65%) from 2019

Net Income

Up

$4,881

Up $4,754 (+3743%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$10K$5.0K$0Assets 2018: $1,815Liabilities 2018: $0Net Assets 2018: $1,8152018Assets 2019: $1,942Liabilities 2019: $02019Assets 2020: $9,789Liabilities 2020: $0Net Assets 2020: $9,7892020

Highlighted filing

2020

Assets$9,789
Liabilities$0
Net Assets$9,789
Open 2020 Filing

Operations Trend

Revenue Growth46th percentile

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

$10K$5.0K$0Revenue 2018: $7,200Expenses 2018: $5,385Net Income 2018: $1,8152018Revenue 2019: $8,180Expenses 2019: $8,053Net Income 2019: $1272019Revenue 2020: $7,686Expenses 2020: $2,805Net Income 2020: $4,8812020

Highlighted filing

2020

Revenue$7,686
Expenses$2,805
Net Income$4,881
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$9,789
Liabilities
$0
Net assets
$9,789
Revenue
$7,686
Expenses
$2,805
Net income
$4,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$9,789$0$9,789$7,686$2,805$4,881
2019Summary only. Only limited summary data is available for this year.$1,942$0$8,180$8,053$127
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,815$0$1,815$7,200$5,385$1,815
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Gross Receipts
$7,686
Mission and Program Overview

Mission

To provide financial support to families affected by cancer. See Schedule O

Program Services

DescriptionGrantsExpenses
To Provide financial support to families affected by Cancer$2,750$2,750
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison BartaPresident/Treasurer-$0--
Tammy BartaVice President-$0--
Amanda J BartaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Andy Barta Legacy Charitable Fund Inc
EIN
83-2190071
In Care Of
% Allison Barta
Address
N7349 RED BIRCH LN, ALGOMA, WI 54201-9777

Signing Officer

Name
Allison M Barta
Title
President
Signed
2021-05-15
Supplemental Narrative

Additional Explanations

Part I, line 8

“| Other Revenues:, Amount:| Interest on money market account, $1|”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| $1000 Given to Sharon Salszeider (Ovarian Cancer Patient) $250 Given to Marie Pinchart (Breast Cancer Patient) $1000 Given to Lynn Geier (Breast Cancer Patient) $500 Given to Tracy Romdenne (Breast Cancer Patient), $2750|”

Part I, line 16

“| Other Expenses:, Amount:| This is for a doners check that we received that was NSF. So the Bank took back the $40 check plus a $15 NSF fee., $55|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| Inventory of Gift Cards to give to cancer patients, $400, $0|”

Raw XML Appendix133 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Allison M Barta
IRS990EZ/BooksInCareOfDetail/PhoneNum09208372226
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N7349 Red Birch Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Algoma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04508
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CompensationHighestPaidEmplGrp/AverageHoursPerWeekRt00.00
IRS990EZ/CompensationHighestPaidEmplGrp/CompensationAmt00
IRS990EZ/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990EZ/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990EZ/CompensationHighestPaidEmplGrp/PersonNm0none all volunteer
IRS990EZ/CompensationHighestPaidEmplGrp/TitleTxt0none
IRS990EZ/ContributionsGiftsGrantsEtcAmt07685
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04881
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09789
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02750
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt07686
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09789
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Allison Barta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tammy Barta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Amanda J Barta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0400
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt055
IRS990EZ/OtherRevenueTotalAmt01
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide financial support to families affected by cancer. See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To Provide financial support to families affected by Cancer
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02805
IRS990EZ/TotalProgramServiceExpensesAmt02750
IRS990EZ/TotalRevenueAmt07686
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2016, , | 2017, | 2018, | 2019, | 2020, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015865
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportTotal170Amt07714
IRS990ScheduleA/SubstantialContributorsTotAmt08151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015865
IRS990ScheduleA/TotalSupportAmt015865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Revenues:, Amount:| Interest on money market account, $1|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| $1000 Given to Sharon Salszeider (Ovarian Cancer Patient) $250 Given to Marie Pinchart (Breast Cancer Patient) $1000 Given to Lynn Geier (Breast Cancer Patient) $500 Given to Tracy Romdenne (Breast Cancer Patient), $2750|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| This is for a doners check that we received that was NSF. So the Bank took back the $40 check plus a $15 NSF fee., $55|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, BOYAmount:, EOYAmount:| Inventory of Gift Cards to give to cancer patients, $400, $0|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Allison M Barta
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDY BARTA LEGACY CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ANDY
ReturnHeader/Filer/EIN0832190071
ReturnHeader/Filer/ForeignPhoneNum09208372226
ReturnHeader/Filer/InCareOfNm0% Allison Barta
ReturnHeader/Filer/USAddress/AddressLine1Txt0N7349 RED BIRCH LN
ReturnHeader/Filer/USAddress/CityNm0ALGOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0542019777
ReturnHeader/ReturnTs02021-05-15T17:20:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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