Civic Intelligence

Educational Horizons Foundation Inc.

990 • Fiscal year 2016 • EIN 36-3168009

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

P O Box 84Two Rivers, WI 54241-0084

(920) 793-0862

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

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

Liabilities / Revenue

14th percentile

0.00x

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

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

Net Margin

83rd percentile

24%

Higher net margin than 83% 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

71st percentile

9.1%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$1,237,850

Up $102,972 (+9.1%) from 2015

Net Assets

Up

$1,237,850

Up $102,972 (+9.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$67,802

Down $13,337 (-16%) from 2015

Expenses

Up

$51,486

Up $1,354 (+2.7%) from 2015

Net Income

Down

$16,316

Down $14,691 (-47%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$1,237,850
Liabilities$0
Net Assets$1,237,850

Operations Trend

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

2016

Revenue$67,802
Expenses$51,486
Net Income$16,316
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$267,120
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$1,131,423$1,231,506▲ $100,083
Cash and Non-Interest-Bearing Accounts$3,455$6,344▲ $2,889
Total Assets$1,134,878$1,237,850▲ $102,972
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$900,849$921,537▲ $20,688
Temporarily Rstr Net Assets$159,478$230,628▲ $71,150
Unrestricted Net Assets$74,551$85,685▲ $11,134
Total Net Assets Fund Balance$1,134,878$1,237,850▲ $102,972
Total Liabilities and Net Assets / Fund Balance$1,134,878$1,237,850▲ $102,972

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,134,878$10,457▼ $30,712$11,357$1,237,850
2015$1,181,414$9,469▼ $5,873$11,602$1,134,878
2014$1,139,411$8,753▲ $77,446$11,526$1,181,414
2013$1,009,627$13,133▲ $155,091$9,160$1,139,411
2012$942,674$10,118▲ $99,324$9,210$1,009,627
Compensation and Service Providers

Board Members and Trustees

NameTitle
Travis GlandtPresident
Judy GoodchildVice President
Joyce BethDirector
Lisa QuistorfDirector
Samantha KlinknerDirector
Tim KlinkerDirector
Jeff DawsonSecretary
Barb SchweitzerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,457
Program Service Revenue
$0
Investment Income
$57,345
Other Revenue
$0
All Other Contributions
$7,485
Change in Net Assets
$16,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,130
Other Expenses$11,356
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,130--$40,130
Fees for Service Investment Mgmnt Fees-$8,383-$8,383
Fees for Services Accounting-$2,525-$2,525
Office Expenses-$448-$448
Total Functional Expenses$40,130$11,356$0$51,486
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,133
Fundraising Gross Income$13,133
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$16,105$13,133$13,133$0
Total Events$16,105$13,133$13,133$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, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section C, Line 19

The documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Educational Horizons
EIN
36-3168009
Phone
9207930862
Address
P O BOX 84, TWO RIVERS, WI 54241-0084

Signing Officer

Name
Barb Schweitzer
Title
Treasurer
Phone
9207931862
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barb Schweitzer
Formed
1995
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Schenck Sc
Address
100 MARITIME DRIVE SUITE 2B, MANITOWOC, WI 54220-6805
Preparer
Debra Braun
Phone
9206845500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain/loss on investments 86,656.

Financial Statement Notes

Part V, Line 4 - Intended Uses for Endowment Funds

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 Appendix399 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt011602
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01139411
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01181414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt032670
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt077446
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt011526
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01009627
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013133
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01139411
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt029280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155091
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt09160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0942674
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010118
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01009627
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt033279
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt09210
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.74450
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/FormAndLineReferenceDesc0PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.18630
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02972
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02972
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013133
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013133
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013133
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013133
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013133
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt039000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt11130
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1DONATIONS & GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND/OR THE TREASURER PRIOR TO MAILING OR SUBMITTING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN/LOSS ON INVESTMENTS 86,656.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0159478
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0230628
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01134878
IRS990/TotalAssetsEOYAmt01237850
IRS990/TotalAssetsGrp/BOYAmt01134878
IRS990/TotalAssetsGrp/EOYAmt01237850
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010457
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011356
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040130
IRS990/TotalFunctionalExpensesGrp/TotalAmt051486
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01134878
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01237850
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt040130
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057345
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067802
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01134878
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01237850
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt074551
IRS990/UnrestrictedNetAssetsGrp/EOYAmt085685
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 84
IRS990/USAddress/CityNm0TWO RIVERS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054241
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARB SCHWEITZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09207931862
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDUCATIONAL HORIZONS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0363168009
ReturnHeader/Filer/PhoneNum09207930862
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 84
ReturnHeader/Filer/USAddress/CityNm0TWO RIVERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0542410084
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.142.163.66
ReturnHeader/FilingSecurityInformation/IPDt02017-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:14:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391173131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHENCK SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 MARITIME DRIVE SUITE 2B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANITOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0542206805
ReturnHeader/PreparerPersonGrp/PhoneNum09206845500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA BRAUN
ReturnHeader/ReturnTs02017-05-11T12:04:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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