2024-10-28T10:04:00-04:00 2023-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 54935 990 2023-01-01 721526171 SOPHIA TRANSFORMATIVE LEADERSHIP PARTNERS INC SOPH 9203751488 PO BOX 1251 FOND DU LAC WI 549361251 CHRISTA WILLIAMS EXECUTIVE DIRECTOR 9209219590 2024-10-22 false CYNTHIA HINTZ CPA P00576742 9209238400 2024-10-23 2023 2024-10-15 13:58:12Z CHRISTA WILLIAMS 14 WESTERN AVE FOND DU LAC WI 54935 556551 false X WWW.SOPHIAPARTNERS.ORG X 2001 WI TO NURTURE THE SPIRIT, DIGNITY AND POTENTIAL OF PEOPLE THROUGH TRANSFORMATIVE COMPASSIONATE LEADERSHIP. 7 7 3 20 0 33277 12551 92445 39529 28036 35212 2737 0 156495 87292 0 0 90740 134544 0 32514 68527 63662 159267 198206 -2772 -110914 702893 718265 10483 82805 692410 635460 TO NURTURE THE SPIRIT, DIGNITY AND POTENTIAL OF PEOPLE THROUGH TRANSFORMATIVE COMPASSIONATE LEADERSHIP. false false 111712 39529 SUPPORTS 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. 1143 ATTENDED FACILITATION WORKSHOPS IN 2023, OF WHICH 656 (57%) RECEIVED FREE OR DISCOUNTED PROGRAMS. 111712 true false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false true false true false false false false false false false true false false false true 3 0 true 3 true false false false false false true true false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false WI X CHRISTA WILLIAMS 9203751488 14 WESTERN AVE FOND DU LAC WI 54935 CHRISTA WILLIAMS EXECUTIVE DI 40.00 X 73640 0 0 KEVIN GALSKE PAST PRESIDE 4.00 X X 0 0 0 JENNY KNUTH SECRETARY 2.00 X X 0 0 0 GARRY MOISE PRESIDENT/TR 4.00 X X 0 0 0 KRISTIN STEEDE MEMBER 2.00 X 0 0 0 PAULA THALACKER VICE PRESIDE 2.00 X X 0 0 0 SARA WILD MEMBER 2.00 X 0 0 0 KAREN WILHELMS MEMBER 2.00 X 0 0 0 73640 false false false 300 250 12001 12551 PROGRAM SERVICE REVENUE 900099 39529 39529 39529 14364 14364 486504 3603 469259 17245 3603 20848 20848 87292 39529 35212 73640 44184 19883 9573 50211 30126 13557 6528 10693 6415 2888 1390 330 330 2819 2819 6903 656 6247 19410 7764 7764 3882 2336 934 934 468 4200 1470 1470 1260 633 633 1611 1611 PROGRAM RELATED EXPENSES 19619 19619 EVENTS 2622 2622 SERVICE FEES 1999 1999 DUES AND PERMITS 1180 544 92 544 198206 111712 53980 32514 20804 7177 4874 677215 711088 702893 718265 10483 9405 26000 47400 10483 82805 X 692410 635460 692410 635460 702893 718265 -110914 53964 X false true X true false X X 1 FOND DU LAC AREA FOUNDATION FOND DU LAC AREA FOUNDATION 510181570 8 true 1999 0 1 1999 0 true false false false false false false false false false false false false false false true false X 141256 53964 53964 87292 87292 198206 198206 198206 SCHEDULE D, PAGE 3, PART X FOND DU LAC AREA FOUNDATION AND THE SUPPORTING ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION AND THE SUPPORTING ORGANIZATIONS 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 ORGANIZATIONS 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 FOUNDATIONS 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, 2023. ALL YEARS NOT CLOSED BY THE STATUTE OF LIMITATIONS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS. DUE TO CHRISTA WILLIAMS EXECUTIVE DIRECTOR BANK MISTAKENLY USED ED LOC X 26000 26000 false false false 26000 BRANCH & BLOOM OWNER 5025 MARKETING SERVICES false SCHEDULE L, PART V PART II: THE 26,000 LOAN REPORTED AS DUE TO EXECUTIVE DIRECTOR, CHRISTA WILLIAMS, AT 12/31/23 WAS DUE TO AMOUNTS BANK MISTAKENLY REPORTED UNDER THE OFFICER'S PERSONAL LINE OF CREDIT FOR DECEMBER LOAN DRAWS RATHER THAN THE ORGANIZATION'S LINE OF CREDIT AS IT SHOULD HAVE BEEN. THE AMOUNTS WERE PAID BACK TO CHRISTA AS OF 1/1/24. PART IV: JENNY KNUTH IS OWNER OF BRANCH & BLOOM, A BUSINESS THAT THIS ORGANIZATION ENGAGED WITH FOR MARKETING & PROMOTIONAL SERVICES. JENNY IS ALSO A MEMBER OF THE BOARD OF DIRECTORS FOR SOPPHIA TRANSFORMATIVE LEADERSHIP. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT AUDITOR, HUBERTY AND ASSOCIATES, SC. (DBA VESTA), WHO IN TURN PRESENTS THE RETURN TO THE EXECUTIVE DIRECTOR. 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. FOND DU LAC AREA FOUNDATION 1020 S MAIN STREET STE E FOND DU LAC WI 54935 510181570 CHARITABLE WI 3 8 N/A false false false false false false false false false false false false false false false false false false true false FOND DU LAC AREA FOUNDATION R FMV