Liabilities / Assets
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Andy Barta Legacy Charitable Fund Inc.
990EZ • Fiscal year 2018 • EIN 83-2190071
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
54th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$1,815
No earlier filing loaded for comparison.
Net Assets
$1,815
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$7,200
No earlier filing loaded for comparison.
Expenses
$5,385
No earlier filing loaded for comparison.
Net Income
$1,815
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Aug 5, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $7,200
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE FINANCIAL SUPPORT TO FAMILIES AFFECTED BY CANCER. | $4,000 | $4,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALLISON BARTA | President/Treasurer | - | $0 | - | - |
| TAMMY BARTA | Vice President | - | $0 | - | - |
| AMANDA J BARTA | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Andy Barta Legacy Charitable Fund Inc
- EIN
- 83-2190071
- Phone
- 9208372226
- Address
- N7349 RED BIRCH LANE, ALGOMA, WI 54201
Signing Officer
- Name
- Allison Barta
- Title
- President
- Phone
- 9208372226
- Signed
- 2019-08-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 1001 N CENTRAL AVE SUITE 301, MARSHFIELD, WI 54449
- Preparer
- Kimberly Anderson CPA
- Phone
- 7153876341
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: candi brown. Amount given: 1,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: melissa yedica. Amount given: 500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: erica routhieaux. Amount given: 1,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: robin doell. Amount given: 1,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: eric bielawski. Amount given: 500. Total included on form 990-ez, line 10: 4,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: legal expenses. Amount: 1,360. Description: service charge. Amount: 25. Total to form 990-ez, line 16: 1,385.”
Raw XML Appendix143 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ALLISON BARTA |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9208372226 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | N7349 RED BIRCH LANE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ALGOMA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54201 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 1815 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 7200 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 1815 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 1815 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 4000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 7200 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitialReturnInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 1815 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 1815 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALLISON BARTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TAMMY BARTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | AMANDA J BARTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1385 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE FINANCIAL SUPPORT TO DISADVANTAGED FAMILIES IN THE COMMUNITY AND TO FUND EDUCATIONAL OPPORTUNITIES FOR LOCAL YOUTH IN AGRICULTURE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE FINANCIAL SUPPORT TO FAMILIES AFFECTED BY CANCER. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 4000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 4000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 5385 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 4000 |
| IRS990EZ/TotalRevenueAmt | 0 | 7200 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE CURRENT YEAR IS A SHORT-YEAR INITIAL RETURN. THE ORGANIZATION WAS FORMED IN OCTOBER 2018. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SCH A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 7200 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 7200 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 3344 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 3856 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 7200 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 7200 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 7200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: CANDI BROWN. AMOUNT GIVEN: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: MELISSA YEDICA. AMOUNT GIVEN: 500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ERICA ROUTHIEAUX. AMOUNT GIVEN: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROBIN DOELL. AMOUNT GIVEN: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ERIC BIELAWSKI. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 4,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: LEGAL EXPENSES. AMOUNT: 1,360. DESCRIPTION: SERVICE CHARGE. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 1,385. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALLISON BARTA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9208372226 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-08-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ANDY BARTA LEGACY CHARITABLE FUND INC |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O ALLISON W BARTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ANDY |
| ReturnHeader/Filer/EIN | 0 | 832190071 |
| ReturnHeader/Filer/PhoneNum | 0 | 9208372226 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | N7349 RED BIRCH LANE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ALGOMA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 54201 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | D18C1715529234A212CBE61F6419471B1C972B41 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 8CE248A2A105353C2290EAE329D0A70F281DB447 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 67.137.57.251 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-08-05 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:49:24 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 410746749 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CLIFTONLARSONALLEN LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1001 N CENTRAL AVE SUITE 301 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MARSHFIELD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 54449 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7153876341 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-08-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KIMBERLY ANDERSON CPA |
| ReturnHeader/ReturnTs | 0 | 2019-08-09T16:39:36-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-10-12 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $1,815
- Liabilities
- $0
- Net assets
- $1,815
- Revenue
- $7,200
- Expenses
- $5,385
- Net income
- $1,815
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net 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 | |
| 2018Detailed filing. Detailed filing data is available for this year. | $1,815 | $0 | $1,815 | $7,200 | $5,385 | $1,815 |