Civic Intelligence

Highlands Foundation Inc.

990PF • Fiscal year 2019 • EIN 20-3941123

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 29, 2020

Organization Profile

Refreshing map…

4717 Hammersley RoadMadison, WI 53711-2708

(608) 271-2233

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$22,622,565

Up $18,134,631 (+404%) from 2015

Net Assets

$22,622,565

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Up

$1,292,477

Up $1,043,491 (+419%) from 2015

Expenses

Up

$685,722

Up $336,365 (+96%) from 2015

Net Income

Up

$606,755

Up $707,126 (+705%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2011: $4,191,128Liabilities 2011: $02011Assets 2012: $4,388,046Liabilities 2012: $02012Assets 2013: $4,566,892Liabilities 2013: $02013Assets 2014: $4,588,537Liabilities 2014: $02014Assets 2015: $4,487,934Liabilities 2015: $02015Assets 2019: $22,622,565Liabilities 2019: $0Net Assets 2019: $22,622,5652019Assets 2020: $22,830,739Liabilities 2020: $0Net Assets 2020: $22,830,7392020Assets 2021: $16,807,622Liabilities 2021: $0Net Assets 2021: $16,807,6222021Assets 2022: $16,152,235Liabilities 2022: $0Net Assets 2022: $16,152,2352022Assets 2023: $6,075,218Liabilities 2023: $12023Assets 2024: $5,667,314Liabilities 2024: $0Net Assets 2024: $5,667,3142024

Highlighted filing

2019

Assets$22,622,565
Liabilities$0
Net Assets$22,622,565
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10M-$20MRevenue 2011: $200,178Expenses 2011: $241,786Net Income 2011: -$41,6082011Revenue 2012: $391,654Expenses 2012: $194,736Net Income 2012: $196,9182012Revenue 2013: $468,349Expenses 2013: $294,680Net Income 2013: $173,6692013Revenue 2014: $387,859Expenses 2014: $364,010Net Income 2014: $23,8492014Revenue 2015: $248,986Expenses 2015: $349,357Net Income 2015: -$100,3712015Revenue 2019: $1,292,477Expenses 2019: $685,722Net Income 2019: $606,7552019Revenue 2020: $1,593,015Expenses 2020: $1,385,412Net Income 2020: $207,6032020Revenue 2021: $1,089,528Expenses 2021: $7,073,241Net Income 2021: -$5,983,7132021Revenue 2022: $169,817Expenses 2022: $829,954Net Income 2022: -$660,1372022Revenue 2023: $360,785Expenses 2023: $10,463,248Net Income 2023: -$10,102,4632023Revenue 2024: $236,680Expenses 2024: $647,073Net Income 2024: -$410,3932024

Highlighted filing

2019

Revenue$1,292,477
Expenses$685,722
Net Income$606,755
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN A BAKKEPresident-$0--
JAMES J BAKKEVice President-$0--
BLAINE R RENFERTSecretary & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Highlands Foundation Inc
EIN
20-3941123
Phone
6082712233
Address
4717 HAMMERSLEY ROAD, MADISON, WI 53711-2708

Signing Officer

Name
James J Bakke
Title
Vice President
Phone
6082712233
Signed
2020-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
PO BOX 7398, MADISON, WI 53707-7398
Preparer
Brigid Elliott-boger CPA
Phone
6082496622
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0563500
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050100

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,622,565
Liabilities
$0
Net assets
$22,622,565
Revenue
$1,292,477
Expenses
$685,722
Net income
$606,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$0.24$0.65$0.41
2023Summary only. Only limited summary data is available for this year.$6.08$0.00$0.36$10.5$10.1
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.17$0.83$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$1.09$7.07$5.98
2020Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$1.59$1.39$0.21
2019Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.29$0.69$0.61
2015Summary only. Only limited summary data is available for this year.$4.49$0.00$0.25$0.35$0.10
2014Summary only. Only limited summary data is available for this year.$4.59$0.00$0.39$0.36$0.02
2013Summary only. Only limited summary data is available for this year.$4.57$0.00$0.47$0.29$0.17
2012Summary only. Only limited summary data is available for this year.$4.39$0.00$0.39$0.19$0.20
2011Summary only. Only limited summary data is available for this year.$4.19$0.00$0.20$0.24$0.04