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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

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

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

94th percentile

132%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

56th percentile

3.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

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 / RevenueScore unavailableNet 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 Growth94th 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 Growth56th 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 disadvantaged families in the community and to fund educational opportunities for local youth in agriculture.

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 Pay84th 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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