Civic Intelligence

Educational Horizons Foundation Inc.

990 • Fiscal year 2013 • EIN 36-3168009

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile[email protected]
P O Box 8454241-0084

(920) 793-0862

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,139,411

Up $129,784 (+13%) from 2012

Net Assets

Up

$1,139,411

Up $129,784 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

$72,549

No earlier filing loaded for comparison.

Expenses

Down

$38,438

Down $4,051 (-9.5%) from 2012

Net Income

$34,111

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $942,709Liabilities 2010: $0Net Assets 2010: $942,7092010Assets 2011: $942,674Liabilities 2011: $0Net Assets 2011: $942,6742011Assets 2012: $1,009,627Liabilities 2012: $0Net Assets 2012: $1,009,6272012Assets 2013: $1,139,411Liabilities 2013: $0Net Assets 2013: $1,139,4112013Assets 2014: $1,181,414Liabilities 2014: $0Net Assets 2014: $1,181,4142014Assets 2015: $1,134,878Liabilities 2015: $0Net Assets 2015: $1,134,8782015Assets 2016: $1,237,850Liabilities 2016: $0Net Assets 2016: $1,237,8502016Assets 2017: $1,398,128Liabilities 2017: $0Net Assets 2017: $1,398,1282017Assets 2018: $1,267,155Liabilities 2018: $0Net Assets 2018: $1,267,1552018Assets 2019: $1,463,780Liabilities 2019: $0Net Assets 2019: $1,463,7802019Assets 2020: $1,550,747Liabilities 2020: $0Net Assets 2020: $1,550,7472020Assets 2021: $1,688,876Liabilities 2021: $0Net Assets 2021: $1,688,8762021Assets 2022: $1,373,516Liabilities 2022: $0Net Assets 2022: $1,373,5162022Assets 2023: $1,517,825Liabilities 2023: $0Net Assets 2023: $1,517,8252023Assets 2024: $1,614,513Liabilities 2024: $0Net Assets 2024: $1,614,5132024

Highlighted filing

2013

Assets$1,139,411
Liabilities$0
Net Assets$1,139,411
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $29,8562010Expenses 2011: $38,7682011Expenses 2012: $42,4892012Revenue 2013: $72,549Expenses 2013: $38,438Net Income 2013: $34,1112013Revenue 2014: $60,934Expenses 2014: $44,196Net Income 2014: $16,7382014Revenue 2015: $81,139Expenses 2015: $50,132Net Income 2015: $31,0072015Revenue 2016: $67,802Expenses 2016: $51,486Net Income 2016: $16,3162016Revenue 2017: $146,700Expenses 2017: $62,388Net Income 2017: $84,3122017Revenue 2018: $157,565Expenses 2018: $76,331Net Income 2018: $81,2342018Revenue 2019: $127,466Expenses 2019: $109,290Net Income 2019: $18,1762019Revenue 2020: $61,935Expenses 2020: $89,798Net Income 2020: -$27,8632020Revenue 2021: $146,971Expenses 2021: $115,575Net Income 2021: $31,3962021Revenue 2022: $247,599Expenses 2022: $102,748Net Income 2022: $144,8512022Revenue 2023: $69,077Expenses 2023: $86,907Net Income 2023: -$17,8302023Revenue 2024: $113,393Expenses 2024: $76,033Net Income 2024: $37,3602024

Highlighted filing

2013

Revenue$72,549
Expenses$38,438
Net Income$34,111
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Gross Receipts
$301,939
Mission and Program Overview

Mission

To provide financial assistance, mainly through scholarships, to students and alumni of the two rivers public school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,007,539$1,137,293▲ $129,754
Cash and Non-Interest-Bearing Accounts$2,088$2,118▲ $30
Total Assets$1,009,627$1,139,411▲ $129,784
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$833,933$840,833▲ $6,900
Temporarily Rstr Net Assets$67,788$170,752▲ $102,964
Unrestricted Net Assets$107,906$127,826▲ $19,920
Total Net Assets Fund Balance$1,009,627$1,139,411▲ $129,784
Total Liabilities and Net Assets / Fund Balance$1,009,627$1,139,411▲ $129,784

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,009,627$13,133▲ $155,059$9,160$1,139,411
2012$942,674$10,118▲ $99,324$9,210$1,009,627
2011$942,709$9,149▲ $29,586$9,871$942,674
2010$895,663$9,620▲ $67,282$6,006$942,709
2009$794,015$8,070▲ $136,683$5,705$895,663
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Gary SchmidtPresident
Jeff DawsonDirector
Joyce BethDirector
Judy GoodchildDirector
Warren OttoDirector
Randy FredriksonSecretary&ex
Barb SchweitzerTreasurer
Travis GlandtVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$7,100
Program Service Revenue
$0
Investment Income
$59,416
Other Revenue
$6,033
All Other Contributions
$7,100
Change in Net Assets
$34,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,280
Other Expenses$9,158
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$29,280--$29,280
Fees for Service Investment Mgmnt Fees-$7,220-$7,220
Fees for Services Accounting-$1,750-$1,750
Office Expenses-$188-$188
Total Functional Expenses$29,280$9,158$0$38,438
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,800
Fundraising Direct Expenses$8,767
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the president and/or treasurer prior to mailing or submitting the form.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request”

Form 990, Part VIII

“Part viii line 7 the organization sold investments in 2013, all proceeds were reinvested in other investments.”

Filing and Contact Details

Filer

EIN
36-3168009
Phone
9207930862

Signing Officer

Name
Gary Schmidt
Title
President
Phone
9207930862
Signed
2014-05-12

Organization Details

Principal Officer
Gary Schmidt
Formed
1995
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
25

Preparer

Preparer
Dennis J Swetlik
Phone
9206846668
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The income from the endowment funds is used to provide scholarships to the students and alumni of the two rivers public school system.”

Raw XML Appendix367 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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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE FACTS AND CIRCUMSTANCES TEST IS MET BECAUSE THE ORGANIZATION RECEIVES AT LEAST 10% OR MORE OF ITS SUPPORT FROM THE PUBLIC. IT SOLICITS NEW PUBLIC SUPPORT MAINLY THROUGH THEIR WEBSITE. THE WEBSITE DETAILS THEIR PROGRAM FOR PROVIDING SCHOLARSHIPS. THE BOARD IS A BROAD REPRESENTATION OF VOLUNTEERS. FINALLY, THE INTEREST AND DIVIDEND INCOME IS DUE TO THE PERMANENT RESTRICTONS PLACED REQUIRING SCHOLARSHIPS TO ONLY BE GIVEN FROM THE EARNINGS ON THE INITIAL PUBLIC SUPPORT CONTRIBUTION.
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09210
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0942709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt09149
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0942674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt028900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029586
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09871
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0895663
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt09620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0942709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt023850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067282
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt06006
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0794015
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08070
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0895663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt037400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0136683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt05705
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.73400
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INCOME FROM THE ENDOWMENT FUNDS IS USED TO PROVIDE SCHOLARSHIPS TO THE STUDENTS AND ALUMNI OF THE TWO RIVERS PUBLIC SCHOOL SYSTEM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.14900
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12030
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1DONATIONS & GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND/OR TREASURER PRIOR TO MAILING OR SUBMITTING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART VIII LINE 7 THE ORGANIZATION SOLD INVESTMENTS IN 2013, ALL PROCEEDS WERE REINVESTED IN OTHER INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VIII
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt067788
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0170752
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01139411
IRS990/TotalAssetsGrp/BOYAmt01009627
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IRS990/TotalContributionsAmt07100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09158
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029280
IRS990/TotalFunctionalExpensesGrp/TotalAmt038438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01139411
IRS990/TotalProgramServiceExpensesAmt029280
IRS990/TotalRevenueGrp/ExclusionAmt06033
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059416
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072549
IRS990/TotalVolunteersCnt025
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01139411
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0107906
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0127826
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103620 ADAMS STREET
IRS990/USAddress/City0TWO RIVERS
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode054241
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207930862
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10EDUCATIONAL HORIZONS
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0363168009
ReturnHeader/Filer/PhoneNum09207930862
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 84
ReturnHeader/Filer/USAddress/City0TWO RIVERS
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0542410084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KROENING STANGEL SWETLIK & ZINKEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10404 N 10TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MANITOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054220
ReturnHeader/PreparerPersonGrp/PhoneNum09206846668
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS J SWETLIK
ReturnHeader/ReturnTs02014-08-11T14:39:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,139,411
Liabilities
$0
Net assets
$1,139,411
Revenue
$72,549
Expenses
$38,438
Net income
$34,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.11$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.25$0.10$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.15$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.13$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.16$0.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.15$0.06$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.04$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits