Civic Intelligence

Arrowhead High School Endowment Fund Inc.

990PF • Fiscal year 2019 • EIN 20-1975746

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 15, 2020

142 East Capitol DriveHartland, WI 53029

(262) 367-1040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

7.7%

Faster asset growth than 62% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

48th percentile

-0.4%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2017 to 2019

Assets

Up

$310,695

Up $42,604 (+16%) from 2017

Net Assets

Up

$310,695

Up $42,604 (+16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$9,230

Down $67 (-0.7%) from 2017

Expenses

Down

$1,628

Down $15,340 (-90%) from 2017

Net Income

Up

$7,602

Up $15,273 (+199%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $308,443Liabilities 2011: $02011Assets 2012: $303,565Liabilities 2012: $0Net Assets 2012: $303,5652012Assets 2013: $298,283Liabilities 2013: $12013Assets 2014: $290,092Liabilities 2014: $0Net Assets 2014: $290,0922014Assets 2015: $273,392Liabilities 2015: $0Net Assets 2015: $273,3922015Assets 2016: $278,146Liabilities 2016: $0Net Assets 2016: $278,1462016Assets 2017: $268,091Liabilities 2017: $0Net Assets 2017: $268,0912017Assets 2019: $310,695Liabilities 2019: $0Net Assets 2019: $310,6952019Assets 2020: $547,500Liabilities 2020: $200Net Assets 2020: $547,3002020Assets 2021: $568,206Liabilities 2021: $0Net Assets 2021: $568,2062021Assets 2022: $407,317Liabilities 2022: $0Net Assets 2022: $407,3172022Assets 2023: $385,112Liabilities 2023: $0Net Assets 2023: $385,1122023Assets 2024: $167,054Liabilities 2024: $0Net Assets 2024: $167,0542024

Highlighted filing

2019

Assets$310,695
Liabilities$0
Net Assets$310,695

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $12,155Expenses 2011: $16,066Net Income 2011: -$3,9112011Expenses 2012: $16,5442012Revenue 2013: $41,211Expenses 2013: $46,493Net Income 2013: -$5,2822013Revenue 2014: $8,156Expenses 2014: $16,347Net Income 2014: -$8,1912014Revenue 2015: $6,555Expenses 2015: $16,377Net Income 2015: -$9,8222015Revenue 2016: $9,650Expenses 2016: $887Net Income 2016: $8,7632016Revenue 2017: $9,297Expenses 2017: $16,968Net Income 2017: -$7,6712017Revenue 2019: $9,230Expenses 2019: $1,628Net Income 2019: $7,6022019Revenue 2020: $266,038Expenses 2020: $13,112Net Income 2020: $252,9262020Revenue 2021: $17,441Expenses 2021: $14,056Net Income 2021: $3,3852021Revenue 2022: $30,621Expenses 2022: $218,079Net Income 2022: -$187,4582022Revenue 2023: $20,611Expenses 2023: $47,559Net Income 2023: -$26,9482023Revenue 2024: $45,772Expenses 2024: $263,830Net Income 2024: -$218,0582024

Highlighted filing

2019

Revenue$9,230
Expenses$1,628
Net Income$7,602
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON MULLETTPresident-$0--
BRYAN H MULLETTVice President-$0--
SAM EMANUELETreasurer/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Arrowhead High School Endowment Fund Inc
EIN
20-1975746
Phone
2623671040
Address
142 EAST CAPITOL DRIVE, HARTLAND, WI 53029

Signing Officer

Name
Sam Emanuele
Title
Treasurer
Phone
2623671040
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Emanuele & Haut Cpas Sc
Address
142 E CAPITOL DR STE 300, HARTLAND, WI 53029
Preparer
Sam Emanuele CPA
Phone
2623671040
Raw XML Appendix327 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.

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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0310695
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DON MULLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRYAN H MULLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SAM EMANUELE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2142 EAST CAPITOL DRIVE
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SAM EMANUELE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0142 EAST CAPITOL DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HARTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053029
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02623671040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DON MULLETT
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0829
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015549
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04704
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07453
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023002
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02716
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT OF UNREALIZED GAINS/LOSSES ON SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1759
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1759
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM EMANUELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623671040
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARROWHEAD HIGH SCHOOL ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ARRO
ReturnHeader/Filer/EIN0201975746
ReturnHeader/Filer/PhoneNum02623671040
ReturnHeader/Filer/USAddress/AddressLine1Txt0142 EAST CAPITOL DRIVE
ReturnHeader/Filer/USAddress/CityNm0HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053029
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId051D2E64C3A7F304B69F51238E27E5BE459F7DE24
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAF2BFD6EE7A2380965ABE0AA62050AB834D9B17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.37.9.82
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:28:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391740613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMANUELE & HAUT CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0142 E CAPITOL DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053029
ReturnHeader/PreparerPersonGrp/PhoneNum02623671040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM EMANUELE CPA
ReturnHeader/ReturnTs02020-07-15T11:29:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.46$2.64$2.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.21$0.48$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.31$2.18$1.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.17$0.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.47$2.66$0.13$2.53
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.09$0.02$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.09$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.10$0.01$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.07$0.16$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.08$0.16$0.08
2013Summary only. Only limited summary data is available for this year.$2.98$0.00$0.41$0.46$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.17
2011Summary only. Only limited summary data is available for this year.$3.08$0.00$0.12$0.16$0.04