Civic Intelligence

Henrietta Foundation Inc.

990 • Fiscal year 2016 • EIN 23-7072781

May 01, 2015 to Apr 30, 2016 • Filed on Sep 15, 2016

Organization ProfileN/A
5300 Ann StreetLarsen, WI 54947

(920) 836-2200

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.70x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

37%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.6%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-13%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,565,252

Down $10,185 (-0.6%) from 2015

Net Assets

Up

$1,525,251

Up $4,815 (+0.3%) from 2015

Liabilities

Down

$40,001

Down $15,000 (-27%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin89th percentile

Revenue

Down

$57,554

Down $8,357 (-13%) from 2015

Expenses

Down

$36,004

Down $2,694 (-7.0%) from 2015

Net Income

Down

$21,550

Down $5,663 (-21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,069,756Liabilities 2011: $101,000Net Assets 2011: $968,7562011Assets 2012: $1,343,534Liabilities 2012: $99,000Net Assets 2012: $1,244,5342012Assets 2013: $1,549,423Liabilities 2013: $85,002Net Assets 2013: $1,464,4212013Assets 2014: $1,528,468Liabilities 2014: $41,003Net Assets 2014: $1,487,4652014Assets 2015: $1,575,437Liabilities 2015: $55,001Net Assets 2015: $1,520,4362015Assets 2016: $1,565,252Liabilities 2016: $40,001Net Assets 2016: $1,525,2512016Assets 2017: $1,646,725Liabilities 2017: $37,333Net Assets 2017: $1,609,3922017Assets 2018: $1,715,114Liabilities 2018: $56,166Net Assets 2018: $1,658,9482018Assets 2019: $1,738,907Liabilities 2019: $54,333Net Assets 2019: $1,684,5742019Assets 2020: $1,702,346Liabilities 2020: $40,333Net Assets 2020: $1,662,0132020Assets 2021: $1,916,397Liabilities 2021: $27,000Net Assets 2021: $1,889,3972021Assets 2022: $1,940,207Liabilities 2022: $20,000Net Assets 2022: $1,920,2072022Assets 2023: $1,981,684Liabilities 2023: $17,167Net Assets 2023: $1,964,5172023

Highlighted filing

2016

Assets$1,565,252
Liabilities$40,001
Net Assets$1,525,251
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$80K$60K$40K$20K$0Expenses 2011: $56,5082011Expenses 2012: $14,3822012Expenses 2013: $37,2342013Revenue 2014: $52,393Expenses 2014: $39,742Net Income 2014: $12,6512014Revenue 2015: $65,911Expenses 2015: $38,698Net Income 2015: $27,2132015Revenue 2016: $57,554Expenses 2016: $36,004Net Income 2016: $21,5502016Revenue 2017: $51,757Expenses 2017: $37,608Net Income 2017: $14,1492017Revenue 2018: $55,402Expenses 2018: $39,881Net Income 2018: $15,5212018Revenue 2019: $61,936Expenses 2019: $48,568Net Income 2019: $13,3682019Revenue 2020: $59,192Expenses 2020: $41,301Net Income 2020: $17,8912020Revenue 2021: $57,373Expenses 2021: $41,952Net Income 2021: $15,4212021Revenue 2022: $47,911Expenses 2022: $47,812Net Income 2022: $992022Revenue 2023: $53,650Expenses 2023: $52,292Net Income 2023: $1,3582023

Highlighted filing

2016

Revenue$57,554
Expenses$36,004
Net Income$21,550
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Sep 15, 2016
Return Version
2015v2.1
Gross Receipts
$57,554
Mission and Program Overview

Mission

Housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,520,436$1,525,251▲ $4,815
Land, Buildings, and Equipment, Net$945,293$957,784▲ $12,491
Investments in Publicly Traded Securities$583,642$566,908▼ $16,734
Cash and Non-Interest-Bearing Accounts$15,312$9,370▼ $5,942
Total Assets$1,575,437$1,565,252▼ $10,185
Other Assets Total$31,190$31,190→ $0
Liabilities
Other Liabilities$55,001$40,001▼ $15,000
Total Liabilities$55,001$40,001▼ $15,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,520,436$1,525,251▲ $4,815
Total Liabilities and Net Assets / Fund Balance$1,575,437$1,565,252▼ $10,185

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$401,216--
Other Land Buildings$473,887--
Land$82,681--
Other Assets Org$31,190--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Gay R AndersonPresident
David DobbeVice President
Adele B MathisonDirector
Barry ChristiansonDirector
Lee AndersonDirector
Bonnie DobbeSecretary
Melvin V MathisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$57,252
Investment Income
$2
Other Revenue
$0
All Other Contributions
$300
Change in Net Assets
$21,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,004
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$7,500-$7,500
Insurance$5,207--$5,207
Other Expenses$1,500--$1,500
Office Expenses-$557-$557
Total Functional Expenses$27,947$8,057$0$36,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unamortized Life Leases$40,001
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Barry & sue christianson, husband & wifemelvin & adele mathison, husband & wifedavid & bonnie dobbe, husband & wife”

Governing body meeting documentation Part VI line 8A

“No review was or will be conducted”

Form 990 governing body review Part VI line 11

“No review was or will be conducted”

Governing documents etc available to public Part VI line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Henrietta Foundation Inc
EIN
23-7072781
Address
5300 ANN STREET, LARSEN, WI 54947

Signing Officer

Name
Melvin V Mathison
Title
Treasurer
Phone
9208362200
Signed
2016-09-15
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Melvin V Mathison CPA LLC
Address
5326 County Road II, Larsen, WI 54947
Preparer
Coreen R Thomas EA MBA
Phone
9208362200
Raw XML Appendix350 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01575437
IRS990/TotalAssetsEOYAmt01565252
IRS990/TotalAssetsGrp/BOYAmt01575437
IRS990/TotalAssetsGrp/EOYAmt01565252
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08057
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027947
IRS990/TotalFunctionalExpensesGrp/TotalAmt036004
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt055001
IRS990/TotalLiabilitiesEOYAmt040001
IRS990/TotalLiabilitiesGrp/BOYAmt055001
IRS990/TotalLiabilitiesGrp/EOYAmt040001
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01520436
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01525251
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027947
IRS990/TotalProgramServiceRevenueAmt057252
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt057254
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt057554
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01575437
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01565252
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN V MATHISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09208362200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRIETTA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0237072781
ReturnHeader/Filer/USAddress/AddressLine1Txt05300 ANN STREET
ReturnHeader/Filer/USAddress/CityNm0LARSEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054947
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010568264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melvin V Mathison CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05326 County Road II
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Larsen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054947
ReturnHeader/PreparerPersonGrp/PhoneNum09208362200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Coreen R Thomas EA MBA
ReturnHeader/ReturnTs02016-09-14T20:57:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,565,252
Liabilities
$40,001
Net assets
$1,525,251
Revenue
$57,554
Expenses
$36,004
Net income
$21,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.02$1.96$0.05$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.02$1.92$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.03$1.89$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.04$1.66$0.06$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.05$1.68$0.06$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.06$1.66$0.06$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.04$1.61$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.04$1.53$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.06$1.52$0.07$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.49$0.05$0.04$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.09$1.46$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.10$1.24$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.10$0.97$0.06