Civic Intelligence

Henrietta Foundation Inc.

990 • Fiscal year 2018 • EIN 23-7072781

May 01, 2017 to Apr 30, 2018 • Filed on Sep 07, 2018

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

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

1.01x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

60th percentile

4.2%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

7.0%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,715,114

Up $68,389 (+4.2%) from 2017

Net Assets

Up

$1,658,948

Up $49,556 (+3.1%) from 2017

Liabilities

Up

$56,166

Up $18,833 (+50%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin83rd percentile

Revenue

Up

$55,402

Up $3,645 (+7.0%) from 2017

Expenses

Up

$39,881

Up $2,273 (+6.0%) from 2017

Net Income

Up

$15,521

Up $1,372 (+9.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2018

Assets$1,715,114
Liabilities$56,166
Net Assets$1,658,948
Open 2018 Filing

Operations Trend

Revenue Growth57th 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

2018

Revenue$55,402
Expenses$39,881
Net Income$15,521
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 7, 2018
Return Version
2017v2.2
Gross Receipts
$55,402
Mission and Program Overview

Mission

Housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,609,392$1,658,948▲ $49,556
Land, Buildings, and Equipment, Net$973,483$1,017,813▲ $44,330
Investments in Publicly Traded Securities$636,900$650,935▲ $14,035
Cash and Non-Interest-Bearing Accounts$5,152$15,176▲ $10,024
Total Assets$1,646,725$1,715,114▲ $68,389
Other Assets Total$31,190$31,190→ $0
Liabilities
Other Liabilities$37,333$56,166▲ $18,833
Total Liabilities$37,333$56,166▲ $18,833
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,609,392$1,658,948▲ $49,556
Total Liabilities and Net Assets / Fund Balance$1,646,725$1,715,114▲ $68,389

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$401,216--
Other Land Buildings$522,383--
Land$94,214--
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
$1,107
Program Service Revenue
$54,295
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,107
Change in Net Assets
$15,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,881
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$5,893--$5,893
Other Expenses$1,480--$1,480
Office Expenses-$699-$699
Total Functional Expenses$31,682$8,199$0$39,881
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$56,166
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
2018-09-07
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 Appendix358 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/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
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRIETTA FOUNDATION INC
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.118.168.207
ReturnHeader/FilingSecurityInformation/IPDt02018-09-10
ReturnHeader/FilingSecurityInformation/IPTm015:36:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melvin V Mathison CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05326 County Road II
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Larsen
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Coreen R Thomas EA MBA
ReturnHeader/ReturnTs02018-09-10T15:24:14-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,715,114
Liabilities
$56,166
Net assets
$1,658,948
Revenue
$55,402
Expenses
$39,881
Net income
$15,521
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