FRIENDS OF APPLETON LIBRARY INCORPORATED: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF APPLETON LIBRARY INCORPORATED (EIN 39-1550376)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-18
- IRS object ID
- 202321099349300307
- Schema version
- 2021v4.0
- 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 | 2023-04-18T18:02:57-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391658423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBERROSE SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4211 N LIGHTNING DR | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391550376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF APPLETON LIBRARY | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 9208323931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1971 | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA SULLIVAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9208323931 | PhoneNum |
| Signature | 2023-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARA | PersonFirstNm |
| Person Last | SULLIVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE ROSIN | PreparerPersonNm |
| PTIN | P01573923 | PTIN |
| Phone | 9209930105 | PhoneNum |
| Preparation | 2023-02-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KARA SULLIVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1971 | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $668,444 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | FRIENDSOFAPL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | FRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $159,856 | PYContributionsGrantsAmt |
| CY Contributions Grants | $475,993 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $143,733 | PYInvestmentIncomeAmt |
| CY Investment Income | $74,108 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,735 | PYOtherRevenueAmt |
| CY Other Revenue | $16,893 | CYOtherRevenueAmt |
| PY Total Revenue | $307,324 | PYTotalRevenueAmt |
| CY Total Revenue | $566,994 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $117,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $74,063 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,259 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,735 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $96,926 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,761 | PYOtherExpensesAmt |
| CY Other Expenses | $112,928 | CYOtherExpensesAmt |
| PY Total Expenses | $185,270 | PYTotalExpensesAmt |
| CY Total Expenses | $234,726 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $122,054 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $332,268 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,407,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,411,816 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,404,111 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,395,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $91,765 | ExpenseAmt |
| Grant | $74,063 | GrantAmt |
| Desc | TO ENCOURAGE FINANCIAL SUPPORT OF LIBRARY PROGRAMS, TECHNOLOGIES,SERVICES, AND SPECIAL COLLECTIONS BEYOND THE SCOPE OF THOSE WHICH ARE PROVIDED BY TAX DOLLARS; TO PROVIDE EDUCATION AND OUTREACH FOR THE PUBLIC ON THE VALUE OF LIBRARIES IN GENERAL AND THE APPLETON PUBLIC LIBRARY SPECIFICALLY TO OUR COMMUNITY; TO PROVIDE INFORMATION ABOUT 21ST CENTURY PUBLIC LIBRARIES IN GENERAL AND SPECIFICALLY TO SUPPORT FOR THE FUTURE APPLETON LIBRARY; TO SERVE AS FISCAL AGENT FOR APPLETON PUBLIC LIBRARY GRANTS FROM EXTERNAL SOURCES. | Desc |
| Total Program Service Expenses | $91,765 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA SULLIVAN | PersonNm |
| Phone | 9208323931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1971 | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54912 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| KARA SULLIVAN | ||||||
| EXECUTIVE DI | 30.00 | Yes (X) | $46,000 | $0 | $0 | |
| DON HIETPAS | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NICK ROSS | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHUCK ERICKSON | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AMY FRIEDEL | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KIRSTEN FINLAYSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CASSIE MCDONALD | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PRISCILLA DANIELS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CONNIE ROOP | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| LEE ALLINGER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ERIN CHUDACOFF | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NANCI MICKE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF KNEZEL | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN PTACEK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| B SRIDHAR | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| COLLEEN RORTVEDT | ||||||
| NON-VOTING M | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARGIE MANN | ||||||
| TRUSTEE APPO | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $46,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $36,250 | FundraisingAmt |
| All Other Contributions | $439,743 | AllOtherContributionsAmt |
| Total Contributions | $475,993 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,077 | TotalRevenueColumnAmt |
| Exclusion | $23,077 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $144,649 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,618 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,031 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,031 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,031 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,725 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,250 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,832 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,893 | TotalRevenueColumnAmt |
| Exclusion | $16,893 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $566,994 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,031 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $39,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,388 | TotalAmt |
| Program Services | $72,388 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,675 | TotalAmt |
| Program Services | $1,675 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,456 | TotalAmt |
| Program Services | $11,486 | ProgramServicesAmt |
| Management And General | $11,485 | ManagementAndGeneralAmt |
| Fundraising | $11,485 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,973 | TotalAmt |
| Program Services | $4,987 | ProgramServicesAmt |
| Management And General | $2,493 | ManagementAndGeneralAmt |
| Fundraising | $2,493 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,306 | TotalAmt |
| Program Services | $1,229 | ProgramServicesAmt |
| Management And General | $1,038 | ManagementAndGeneralAmt |
| Fundraising | $1,039 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,713 | TotalAmt |
| Management And General | $17,713 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,794 | TotalAmt |
| Fundraising | $75,794 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142 | TotalAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
| Fundraising | $67 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,117 | TotalAmt |
| Management And General | $5,091 | ManagementAndGeneralAmt |
| Fundraising | $6,026 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974 | TotalAmt |
| Management And General | $974 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Total | $2,188 | TotalAmt |
| Management And General | $2,166 | ManagementAndGeneralAmt |
| Fundraising | $22 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,726 | TotalAmt |
| Program Services | $91,765 | ProgramServicesAmt |
| Management And General | $46,035 | ManagementAndGeneralAmt |
| Fundraising | $96,926 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,426 | BOYAmt |
| EOY | $290,625 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,752 | BOYAmt |
| EOY | $2,121,191 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,387 | BOYAmt |
| EOY | $2,411,816 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276 | BOYAmt |
| EOY | $16,492 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276 | BOYAmt |
| EOY | $16,492 | 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 | $2,336,621 | BOYAmt |
| EOY | $2,095,910 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,490 | BOYAmt |
| EOY | $299,414 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,404,111 | BOYAmt |
| EOY | $2,395,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,387 | BOYAmt |
| EOY | $2,411,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $332,268 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$341,055 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $192,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $326,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $475,993 | CurrentTaxYearAmt |
| Total | $1,239,201 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $326,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $159,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $475,993 | CurrentTaxYearAmt |
| Total | $1,239,201 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $417,609 | SubstantialContributorsTotAmt |
| Public Support Total170 | $821,592 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,077 | CurrentTaxYearAmt |
| Total | $133,652 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $9,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,725 | CurrentTaxYearAmt |
| Total | $34,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,407,131 | TotalSupportAmt |
| Public Support CY170 | 0.58390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE 34,278 | ExplanationTxt |
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 | $2,030,752 | BeginningYearBalanceAmt |
| Contributions | $451,490 | ContributionsAmt |
| Investment Earnings Or Losses | -$267,433 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $75,905 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $17,713 | AdministrativeExpensesAmt |
| End Year Balance | $2,121,191 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,652,793 | BeginningYearBalanceAmt |
| Contributions | $12,100 | ContributionsAmt |
| Investment Earnings Or Losses | $457,809 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,702 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,248 | AdministrativeExpensesAmt |
| End Year Balance | $2,030,752 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,763,361 | BeginningYearBalanceAmt |
| Contributions | $7,325 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,356 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $79,404 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,133 | AdministrativeExpensesAmt |
| End Year Balance | $1,652,793 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,805,079 | BeginningYearBalanceAmt |
| Contributions | $6,380 | ContributionsAmt |
| Investment Earnings Or Losses | $46,277 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $78,566 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,809 | AdministrativeExpensesAmt |
| End Year Balance | $1,763,361 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,762,586 | BeginningYearBalanceAmt |
| Contributions | $9,004 | ContributionsAmt |
| Investment Earnings Or Losses | $139,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,441 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,849 | AdministrativeExpensesAmt |
| End Year Balance | $1,805,079 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.92280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06920 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD | Desc |
| Book Value | $2,121,191 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,121,191 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT EARNINGS WILL BE USED TO CONTINUE TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE APPLETON PUBLIC LIBRARY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | I LOVE MY LIBRA | Event1Nm |
| Gross Receipts Event1 | $45,987 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,737 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,664 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $6,168 | OtherDirectExpensesEvent1Amt |
| Event2 | BOOK SALE | Event2Nm |
| Gross Receipts Event2 | $14,988 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $14,988 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $60,975 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,250 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,725 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,664 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,168 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,832 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,893 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLETON PUBLIC LIBRARY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N ONEIDA ST | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 396005381 | RecipientEIN |
| IRC Section | 170(B) | IRCSectionDesc |
| Cash Grant | $72,388 | CashGrantAmt |
| Purpose Of Grant | SEE 990 PART 3 LN 4A | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | COMMON BOARD MEMBERS UPDATE THE TAXPAYER'S BOARD AS TO THE USAGE OF THE GRANTS IN THE LIBRARY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | FRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERS ARE THOSE WHO DONATE TO OUR ORGANIZATION IN THE COURSE OF THE FISCAL YEAR AS PER OUR BYLAWS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE NOMINATING COMMITTEE NOMINATES NEW BOARD MEMBERS. THE FULL BOARD THEN VOTES ON NEW BOARD MEMBERS AT OUR ANNUAL MEETING AS PER OUR BYLAWS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND FINANCE COMMITTEE PRIOR TO FILING. A COMPLETE COPY OF FORM 990 IS ALSO PROVIDED TO ALL BOARD DIRECTORS AT TIME OF FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD DIRECTORS SIGN A CONFLICT OF INTEREST DOCUMENT EACH YEAR IN WHICH THEY ARE ASKED TO DISCLOSE ALL INTERESTS IN WHICH THEY MAY HAVE CONFLICT. AT THAT ANNUAL MEETING WE REVIEW DEFINITIONS OF CONFLICT OF INTEREST WITH THE BOARD DIRECTORS AND THEIR SIGNATURES INDICATE THEY WILL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST WHICH WILL BE REFLECTED IN MEETING MINUTES. PERSONS WITH CONFLICTS MAY NOT PARTICIPATE IN THOSE DECISIONS EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR COMPENSATION IS SUBJECT TO THE REVIEW AND APPROVAL OF THE ORGANIZATION'S GOVERNING BODY. THE ED SUBMITS PERFORMANCE GOALS AND OBJECTIVES AT THE BEGINNING OF THE FISCAL YEAR. COMPENSATION IS DETERMINED AT THE END OF THE FISCAL YEAR AFTER THESE COMPLETED GOALS AND OBJECTIVES AND PROFESSIONAL COMPETENCIES ARE REVIEWED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FRIENDS OF APPLETON LIBRARY MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CAPITAL CAMPAIGN EXPENSES 0 0 75,794 |
Comments