Civic Intelligence

Bruce Horner Education Foundation Inc

990EZ • Fiscal year 2015 • EIN 27-3510701

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 15, 2016

Organization ProfileN/A
21582 W Oakcrest DriveNew Berlin, WI 53146

(262) 695-7120

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

6.2%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$98,862

Up $5,799 (+6.2%) from 2014

Net Assets

Up

$98,862

Up $5,799 (+6.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin96th percentile

Revenue

Down

$7,900

Down $2,720 (-26%) from 2014

Expenses

Down

$2,101

Down $6,055 (-74%) from 2014

Net Income

Up

$5,799

Up $3,335 (+135%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$100K$50K$0Assets 2013: $90,599Liabilities 2013: $0Net Assets 2013: $90,5992013Assets 2014: $93,063Liabilities 2014: $0Net Assets 2014: $93,0632014Assets 2015: $98,862Liabilities 2015: $0Net Assets 2015: $98,8622015

Highlighted filing

2015

Assets$98,862
Liabilities$0
Net Assets$98,862
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$15K$10K$5.0K$0Revenue 2013: $7,985Expenses 2013: $3,256Net Income 2013: $4,7292013Revenue 2014: $10,620Expenses 2014: $8,156Net Income 2014: $2,4642014Revenue 2015: $7,900Expenses 2015: $2,101Net Income 2015: $5,7992015

Highlighted filing

2015

Revenue$7,900
Expenses$2,101
Net Income$5,799
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 15, 2016
Return Version
2015v2.1
Gross Receipts
$41,622
Mission and Program Overview

Mission

The foundation is organized exclusively for charitable and educational purposes, currently focusing on young people in southeastern wisconsin.

Program Services

DescriptionGrantsExpenses
PROGRAM FUNDING TO BOYS AND GIRLS CLUBS OF AMERICA WHICH ENABLES YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. YOUNG PEOPLE ARE PROVIDED A SAFE PLACE TO LEARN AND GROW, ONGOING RELATIONSHIPS WITH CARING ADULT PROFESSIONALS, LIFE-ENHANCING PROGRAMS AND CHARACTER DEVELOPMENT EXPERIENCES, AND HOPE AND OPPORTUNITY.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN HORNERPresident-$0--
KAREN BRIENZOSecretary-$0--
CHRISTIAN HORNERVice President/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bruce Horner Education Foundation Inc
EIN
27-3510701
Phone
2626957120
Address
21582 W OAKCREST DRIVE, NEW BERLIN, WI 53146

Signing Officer

Name
Colleen Horner
Title
President
Phone
2626957120
Signed
2016-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Karelyn J Beck
Phone
2627970400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 1. Description: dividend income. Amount: 3,401. Total included on form 990-ez, line 4: 3,402.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: investment management fees. Amount: 1,361. Description: baird - cash management fee. Amount: 125. Total to form 990-ez, line 16: 1,486.”

Raw XML Appendix144 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02626957120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021582 W OAKCREST DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW BERLIN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES, CURRENTLY FOCUSING ON YOUNG PEOPLE IN SOUTHEASTERN WISCONSIN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROGRAM FUNDING TO BOYS AND GIRLS CLUBS OF AMERICA WHICH ENABLES YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. YOUNG PEOPLE ARE PROVIDED A SAFE PLACE TO LEARN AND GROW, ONGOING RELATIONSHIPS WITH CARING ADULT PROFESSIONALS, LIFE-ENHANCING PROGRAMS AND CHARACTER DEVELOPMENT EXPERIENCES, AND HOPE AND OPPORTUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt031885
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02862
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,401. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,402.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT MANAGEMENT FEES. AMOUNT: 1,361. DESCRIPTION: BAIRD - CASH MANAGEMENT FEE. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 16: 1,486.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN HORNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02626957120
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE HORNER EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0273510701
ReturnHeader/Filer/PhoneNum02626957120
ReturnHeader/Filer/USAddress/AddressLine1Txt021582 W OAKCREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEW BERLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053146
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391453055
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 SOUTH MOORLAND RD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053005
ReturnHeader/PreparerPersonGrp/PhoneNum02627970400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARELYN J BECK
ReturnHeader/ReturnTs02016-06-29T14:41:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,862
Liabilities
$0
Net assets
$98,862
Revenue
$7,900
Expenses
$2,101
Net income
$5,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$98.9$0.00$98.9$7.90$2.10$5.80
2014Detailed filing. Detailed filing data is available for this year.$93.1$0.00$93.1$10.6$8.16$2.46
2013Detailed filing. Detailed filing data is available for this year.$90.6$0.00$90.6$7.99$3.26$4.73
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits