Civic Intelligence

Haakhuntreed Family Scholarship

EIN 20-3778093 • Lodi, WI

W10974 Thistledown DriveLodi, WI 53555
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-137%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-6.0%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1148%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$26,226

Down $1,383 (-5.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Down

$65

Down $140 (-68%) from 2022

Expenses

Down

$1,477

Down $1,221 (-45%) from 2022

Net Income

Up

-$1,412

Up $1,081 (+43%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2011: $18,336Liabilities 2011: $0Net Assets 2011: $18,3362011Assets 2012: $17,431Liabilities 2012: $0Net Assets 2012: $17,4312012Assets 2013: $18,115Liabilities 2013: $0Net Assets 2013: $18,1152013Assets 2014: $19,814Liabilities 2014: $0Net Assets 2014: $19,8142014Assets 2015: $20,211Liabilities 2015: $0Net Assets 2015: $20,2112015Assets 2016: $19,010Liabilities 2016: $0Net Assets 2016: $19,0102016Assets 2017: $19,148Liabilities 2017: $0Net Assets 2017: $19,1482017Assets 2018: $20,413Liabilities 2018: $0Net Assets 2018: $20,4132018Assets 2019: $20,879Liabilities 2019: $12019Assets 2020: $24,968Liabilities 2020: $0Net Assets 2020: $24,9682020Assets 2021: $30,102Liabilities 2021: $0Net Assets 2021: $30,1022021Assets 2022: $27,609Liabilities 2022: $0Net Assets 2022: $27,6092022Assets 2023: $26,226Liabilities 2023: $12023

Highlighted filing

2023

Assets$26,226
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KExpenses 2011: $1,5112011Expenses 2012: $1,8132012Revenue 2013: $1,186Expenses 2013: $1,516Net Income 2013: -$3302013Revenue 2014: $3,511Expenses 2014: $1,812Net Income 2014: $1,6992014Revenue 2015: $2,239Expenses 2015: $1,842Net Income 2015: $3972015Revenue 2016: $628Expenses 2016: $1,829Net Income 2016: -$1,2012016Revenue 2017: $1,951Expenses 2017: $1,813Net Income 2017: $1382017Revenue 2018: $3,107Expenses 2018: $1,842Net Income 2018: $1,2652018Revenue 2019: $2,304Expenses 2019: $1,838Net Income 2019: $4662019Revenue 2020: $4,409Expenses 2020: $320Net Income 2020: $4,0892020Revenue 2021: $5,241Expenses 2021: $607Net Income 2021: $4,6342021Revenue 2022: $205Expenses 2022: $2,698Net Income 2022: -$2,4932022Revenue 2023: $65Expenses 2023: $1,477Net Income 2023: -$1,4122023

Highlighted filing

2023

Revenue$65
Expenses$1,477
Net Income-$1,412
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$26,226
Liabilities
$1
Net assets
-
Revenue
$65
Expenses
$1,477
Net income
-$1,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$26.2$0.00$0.07$1.48$1.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$0.00$27.6$0.21$2.70$2.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$0.00$30.1$5.24$0.61$4.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$0.00$25.0$4.41$0.32$4.09
2019Summary only. Only limited summary data is available for this year.$20.9$0.00$2.30$1.84$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$0.00$20.4$3.11$1.84$1.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$1.95$1.81$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$0.63$1.83$1.20
2015Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$2.24$1.84$0.40
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$3.51$1.81$1.70
2013Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.19$1.52$0.33
2012Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.81
2011Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$1.51
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janet S HaakensonPresident-$0--
Bradly J HaakensonTreasurer-$0--
Donald R ReedVice President-$0--
Gail L ReedSecretary-$0--
Filing and Contact Details

Filer

Filer Name
HaakHuntReed Family Scholarship
EIN
20-3778093
Phone
6085923788
Address
W10974 Thistledown Drive, Lodi, WI 53555

Signing Officer

Name
Janet S Haakenson
Title
President
Signed
2016-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Boardman & Clark LLP
Address
1 S Pinckney St Suite 410, Madison, WI 53703-4256
Preparer
David P Weller
Phone
6082579521
Raw XML Appendix278 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Janet S Haakenson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bradly J Haakenson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Donald R Reed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Gail L Reed
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2W11356 Red Cedar Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3W11356 Red Cedar Drive
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Belmont High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1School District of Lodi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0646 E Liberty Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1115 School Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Belmont
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lodi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153555
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07500
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07500
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0300
TaxesSchedule/TaxesDetail/Amt032
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt032
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Janet S Haakenson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HaakHuntReed Family Scholarship
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0HAAK
ReturnHeader/Filer/EIN0203778093
ReturnHeader/Filer/PhoneNum06085923788
ReturnHeader/Filer/USAddress/AddressLine1Txt0W10974 Thistledown Drive
ReturnHeader/Filer/USAddress/CityNm0Lodi
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boardman & Clark LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 S Pinckney St Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537034256
ReturnHeader/PreparerPersonGrp/PhoneNum06082579521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Weller
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-03-14T06:27:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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