FOX VALLEY LITERACY COUNCIL INC: Form 990, tax year 2023
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- Organization
- FOX VALLEY LITERACY COUNCIL INC (EIN 39-1682277)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202403099349302915
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T15:19:04-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390912608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWKINS ASH CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N BROADWAY SUITE 250 | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391682277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX VALLEY LITERACY COUNCIL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXV | BusinessNameControlTxt |
| Phone | 9209919840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E FRANKLIN STREET | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN LEONE TRACY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9209919840 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIANA PETERS CPA | PreparerPersonNm |
| PTIN | P01696400 | PTIN |
| Phone | 9203369850 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN LEONE TRACY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E FRANKLIN ST | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $574,133 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FOXVALLEYLIT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | FOX VALLEY LITERACY SHARES THE POWER OF LEARNING TO TRANSFORM LIVES AND ENRICH THE COMMUNITY. WE PROVIDE CLIENT FOCUSED ADULT EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | -$13,819 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $604,349 | PYContributionsGrantsAmt |
| CY Contributions Grants | $537,335 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $720 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $263 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,200 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,948 | PYOtherRevenueAmt |
| CY Other Revenue | -$17,896 | CYOtherRevenueAmt |
| PY Total Revenue | $616,280 | PYTotalRevenueAmt |
| CY Total Revenue | $520,639 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $291,858 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $345,831 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $21,661 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $53,781 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $97,677 | PYOtherExpensesAmt |
| CY Other Expenses | $101,461 | CYOtherExpensesAmt |
| PY Total Expenses | $389,535 | PYTotalExpensesAmt |
| CY Total Expenses | $468,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $226,745 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $51,686 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $773,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,039,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $271,220 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $276,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $502,616 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $762,836 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FOX VALLEY LITERACY TRAINS VOLUNTEERS TO PROVIDE CLIENT-FOCUSED ADULT LITERACY EDUCATION IN THE FOX CITIES AREA. WE BELIEVE A PERSON'S QUALITY OF LIFE IS ENHANCED BY IMPROVED LITERACY SKILLS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $335,138 | ExpenseAmt |
| Desc | FOX VALLEY LITERACY PROVIDES ONE-ON-ONE TUTORING AND GROUP LESSONS AT NO COST ARRANGED TO SUIT ADULT LEARNERS. | Desc |
| Total Program Service Expenses | $335,138 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBER ROSE SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9209930105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4211 N LIGHTNING DRIVE SUITE A | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ARIELA ROSA | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRI WIRTH | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACKLYN JOHN FISCHER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY HARRITY IRVINE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE HOMAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TESS MILLER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NIEKO GIULIANI | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAY SHEFCHIK | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| OWEN ANDERSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEL LENAGHAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM VANDEN BOOM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAIARA ALBURQUERQUE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIANY SORIANO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANINDITA ANAAM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN LEONE TRACY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $72,079 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $72,079 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $108,946 | FederatedCampaignsAmt |
| Fundraising | $41,236 | FundraisingAmt |
| All Other Contributions | $387,153 | AllOtherContributionsAmt |
| Noncash Contributions | $5,211 | NoncashContributionsAmt |
| Total Contributions | $537,335 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,200 | TotalRevenueColumnAmt |
| Exclusion | $1,200 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,019 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$13,819 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,819 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$13,819 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,398 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $41,236 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,475 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,077 | TotalRevenueColumnAmt |
| Exclusion | -$4,077 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$13,819 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,877 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,079 | TotalAmt |
| Program Services | $14,415 | ProgramServicesAmt |
| Management And General | $32,436 | ManagementAndGeneralAmt |
| Fundraising | $25,228 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,952 | TotalAmt |
| Program Services | $232,952 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,314 | TotalAmt |
| Program Services | $14,852 | ProgramServicesAmt |
| Management And General | $1,947 | ManagementAndGeneralAmt |
| Fundraising | $1,515 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,486 | TotalAmt |
| Program Services | $18,235 | ProgramServicesAmt |
| Management And General | $2,391 | ManagementAndGeneralAmt |
| Fundraising | $1,860 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,234 | TotalAmt |
| Management And General | $18,234 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,661 | TotalAmt |
| Fundraising | $21,661 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,199 | TotalAmt |
| Program Services | $7,460 | ProgramServicesAmt |
| Management And General | $978 | ManagementAndGeneralAmt |
| Fundraising | $761 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,134 | TotalAmt |
| Program Services | $4,343 | ProgramServicesAmt |
| Management And General | $20,603 | ManagementAndGeneralAmt |
| Fundraising | $188 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,889 | TotalAmt |
| Program Services | $14,045 | ProgramServicesAmt |
| Management And General | $1,551 | ManagementAndGeneralAmt |
| Fundraising | $1,293 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,720 | TotalAmt |
| Program Services | $2,720 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,175 | TotalAmt |
| Program Services | $4,197 | ProgramServicesAmt |
| Management And General | $550 | ManagementAndGeneralAmt |
| Fundraising | $428 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,783 | TotalAmt |
| Program Services | $3,531 | ProgramServicesAmt |
| Management And General | $704 | ManagementAndGeneralAmt |
| Fundraising | $548 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,269 | TotalAmt |
| Program Services | $3,330 | ProgramServicesAmt |
| Management And General | $640 | ManagementAndGeneralAmt |
| Fundraising | $299 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM EXPENSES | Desc |
| Total | $15,058 | TotalAmt |
| Program Services | $15,058 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,953 | TotalAmt |
| Program Services | $335,138 | ProgramServicesAmt |
| Management And General | $80,034 | ManagementAndGeneralAmt |
| Fundraising | $53,781 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,451 | BOYAmt |
| EOY | $344,275 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,046 | BOYAmt |
| EOY | $127,244 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,023 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $380,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,474 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,197 | BOYAmt |
| EOY | $362,478 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,119 | BOYAmt |
| EOY | $92,653 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,836 | BOYAmt |
| EOY | $1,039,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,795 | BOYAmt |
| EOY | $39,243 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,425 | BOYAmt |
| EOY | $234,787 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,220 | BOYAmt |
| EOY | $276,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,258 | BOYAmt |
| EOY | $563,061 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,358 | BOYAmt |
| EOY | $199,775 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,616 | BOYAmt |
| EOY | $762,836 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,836 | BOYAmt |
| EOY | $1,039,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $51,686 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,534 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $200,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $235,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $537,335 | CurrentTaxYearAmt |
| Total | $2,049,803 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $235,675 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $537,335 | CurrentTaxYearAmt |
| Total | $2,049,803 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $172,678 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,877,125 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,200 | CurrentTaxYearAmt |
| Total | $1,717 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -$13,819 | CurrentTaxYearAmt |
| Total | -$13,819 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $251 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $535 | CurrentTaxYearMinus1YearAmt |
| Total | $986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,038,687 | TotalSupportAmt |
| Public Support CY170 | 0.92080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,119 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,352 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $818 | AdministrativeExpensesAmt |
| End Year Balance | $92,653 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,443 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$14,477 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $847 | AdministrativeExpensesAmt |
| End Year Balance | $84,119 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47030 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,000 | OtherCostOrOtherBasisAmt |
| Book Value | $42,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $301,135 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,039 | DepreciationAmt |
| Book Value | $293,096 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,784 | DepreciationAmt |
| Book Value | $9,823 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,651 | DepreciationAmt |
| Book Value | $17,559 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $362,478 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT FUNDS - COMMUNITY FOUNDATION | Desc |
| Book Value | $92,653 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $92,653 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT PAYABLE | Desc |
| Amt | $2,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,700 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $577,456 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,534 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $48,283 | OtherRevenueAmt |
| Revenue Not Reported | $56,817 | RevenueNotReportedAmt |
| Revenue Subtotal | $520,639 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $520,639 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $517,236 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $48,283 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $48,283 | ExpensesNotReportedAmt |
| Expenses Subtotal | $468,953 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $468,953 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND IS INTENDED TO SUPPROT GENERAL OPERATIONS OF THE ORGANIZATION. |
| PART X, LINE 2: | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 9,264. RENTAL EXPENSES 39,019. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 9,264. RENTAL EXPENSES 39,019. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE FUNDRAISING SOLUTIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 S CHRISTINE STREET | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $21,500 | RetainedByContractorAmt |
| Net To Organization | -$21,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $21,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$21,500 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FACES OF LITERACY | Event1Nm |
| Gross Receipts Event1 | $51,634 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $41,236 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,398 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,211 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,270 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,210 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,784 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $51,634 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $41,236 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,398 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,211 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,270 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,210 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,784 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,475 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$4,077 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | MOORE FUNDRAISING SOLUTIONS PROVIDED ASSISTANCE TO THE ORGANIZATION WITH FUNDRAISING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY OUR AUDITOR AND REVIEWED BY THE DIRECTOR OF BUSINESS AND SUBSEQUENTLY BY THE EXECUTIVE DIRECTOR WHO SIGNS OFF ON THE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED AND A SIGNED COPY IS RECEIVED FROM EACH BOARD MEMBER. THE EXECUTIVE DIRECTOR WATCHES FOR POSSIBLE CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE DIRECTOR, BRIAN LEONE TRACY, IS THE ONLY PAID OFFICER. THE BOARD PERFORMS PERFORMANCE REVIEWS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990 PART XII LINE 2C | THE ORGANIZATION SHARES A DRAFT OF THE AUDIT WITH THE BOARD OF DIRECTORS. THE AUDIT IS REVIEWED AND APPROVED PRIOR TO FINALIZATION. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |