Civic Intelligence

Howard Young Foundation Inc.

990 • Fiscal year 2020 • EIN 39-1521169

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 11, 2021

Organization ProfileWWW.HOWARDYOUNGFOUNDATION.ORG
PO Box 470Woodruff, WI 54568

(715) 439-4005

Siviq Scores

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

Liabilities / Assets

37th percentile

0.11x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.71x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

28th percentile

$116,923

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-0.9%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$19,629,962

Down $85,589 (-0.4%) from 2019

Net Assets

Down

$17,426,536

Down $44,281 (-0.3%) from 2019

Liabilities

Down

$2,203,426

Down $41,308 (-1.8%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin78th percentile

Revenue

Down

$3,092,291

Down $27,557 (-0.9%) from 2019

Expenses

Down

$2,406,347

Down $1,007,789 (-30%) from 2019

Net Income

Up

$685,944

Up $980,232 (+333%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$40M$30M$20M$10M$0Assets 2010: $8,885,982Liabilities 2010: $756,877Net Assets 2010: $8,129,1052010Assets 2011: $10,115,607Liabilities 2011: $1,311,165Net Assets 2011: $8,804,4422011Assets 2012: $14,219,272Liabilities 2012: $2,092,170Net Assets 2012: $12,127,1022012Assets 2013: $14,841,401Liabilities 2013: $798,560Net Assets 2013: $14,042,8412013Assets 2014: $16,174,416Liabilities 2014: $372,050Net Assets 2014: $15,802,3662014Assets 2015: $16,017,771Liabilities 2015: $1,185,722Net Assets 2015: $14,832,0492015Assets 2016: $16,594,314Liabilities 2016: $952,067Net Assets 2016: $15,642,2472016Assets 2017: $18,020,544Liabilities 2017: $1,941,391Net Assets 2017: $16,079,1532017Assets 2018: $19,976,284Liabilities 2018: $2,634,564Net Assets 2018: $17,341,7202018Assets 2019: $19,715,551Liabilities 2019: $2,244,734Net Assets 2019: $17,470,8172019Assets 2020: $19,629,962Liabilities 2020: $2,203,426Net Assets 2020: $17,426,5362020Assets 2021: $23,662,890Liabilities 2021: $1,302,458Net Assets 2021: $22,360,4322021Assets 2022: $26,029,870Liabilities 2022: $1,019,492Net Assets 2022: $25,010,3782022Assets 2023: $26,482,294Liabilities 2023: $415,661Net Assets 2023: $26,066,6332023Assets 2024: $29,553,652Liabilities 2024: $1,057,887Net Assets 2024: $28,495,7652024Assets 2025: $32,970,414Liabilities 2025: $319,521Net Assets 2025: $32,650,8932025

Highlighted filing

2020

Assets$19,629,962
Liabilities$2,203,426
Net Assets$17,426,536
Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,009,6912010Expenses 2011: $1,481,9002011Expenses 2012: $2,470,9492012Revenue 2013: $3,343,700Expenses 2013: $976,192Net Income 2013: $2,367,5082013Revenue 2014: $2,120,831Expenses 2014: $1,498,266Net Income 2014: $622,5652014Revenue 2015: $1,607,073Expenses 2015: $2,327,815Net Income 2015: -$720,7422015Revenue 2016: $2,111,456Expenses 2016: $1,414,704Net Income 2016: $696,7522016Revenue 2017: $1,442,585Expenses 2017: $2,000,180Net Income 2017: -$557,5952017Revenue 2018: $2,862,495Expenses 2018: $1,844,074Net Income 2018: $1,018,4212018Revenue 2019: $3,119,848Expenses 2019: $3,414,136Net Income 2019: -$294,2882019Revenue 2020: $3,092,291Expenses 2020: $2,406,347Net Income 2020: $685,9442020Revenue 2021: $3,048,508Expenses 2021: $1,614,706Net Income 2021: $1,433,8022021Revenue 2022: $6,233,937Expenses 2022: $1,747,392Net Income 2022: $4,486,5452022Revenue 2023: $3,186,536Expenses 2023: $2,475,108Net Income 2023: $711,4282023Revenue 2024: $3,376,554Expenses 2024: $2,544,196Net Income 2024: $832,3582024Revenue 2025: $3,806,839Expenses 2025: $1,852,607Net Income 2025: $1,954,2322025

Highlighted filing

2020

Revenue$3,092,291
Expenses$2,406,347
Net Income$685,944
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 11, 2021
Return Version
2019v5.1
Gross Receipts
$3,277,283
Mission and Program Overview

Mission

To actively seek and invest charitable support for howard young health care, inc., so that they may improve the health and well- being of all the people in the community they serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$16,275,977$16,624,070▲ $348,093
Pledges and Grants Receivable$1,270,563$1,473,647▲ $203,084
Savings and Temporary Cash Investments$1,367,930$762,546▼ $605,384
Land, Buildings, and Equipment, Net$630,328$618,142▼ $12,186
Prepaid Expenses and Deferred Charges$25,413$6,217▼ $19,196
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$19,715,551$19,629,962▼ $85,589
Other Assets Total$145,190$145,190→ $0
Liabilities
Other Liabilities$2,171,904$1,878,558▼ $293,346
Accounts Payable and Accrued Expenses$72,830$324,868▲ $252,038
Total Liabilities$2,244,734$2,203,426▼ $41,308
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,271,262$10,161,247▲ $889,985
Net Assets Without Donor Restrictions$8,199,555$7,265,289▼ $934,266
Total Net Assets Fund Balance$17,470,817$17,426,536▼ $44,281
Total Liabilities and Net Assets / Fund Balance$19,715,551$19,629,962▼ $85,589

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$250,419$222,911-
Land$208,367--
Equipment$50,412$113,177-
Leasehold Improvements$108,944$48,306-
Other Securities$16,624,070--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$490,394$42,640▲ $77,594-$610,628
2019$426,185$64,209▲ $27,645-$490,394
2018$306,728$119,457▲ $15,342-$426,185
2017$198,848$107,880▲ $24,375-$306,728
2016$182,565$16,283▲ $6,739-$198,848
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Erin BiertzerPresidentFT$116,923$116,923

Board Members and Trustees

NameTitle
Trygve SolbergChairman
Aldo MadrigranoVice Chairman
Anthony PogodzinskiBoard Member
Barry SeidelBoard Member
Dave KavanaughBoard Member
Denny BreitholtzBoard Member
Dick GustafsonBoard Member
Glenn SchiffmannBoard Member
Gregg WalkerBoard Member
Jay VonachenBoard Member
Judy RussellBoard Member
Molly AhlbornBoard Member
William HopperBoard Member
Carrie Nichols HoyeBoard Member At-large
Mark PitmanSecretary
Greg NicklausTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,655,426
Program Service Revenue
$16,979
Investment Income
$489,910
Other Revenue
$-70,024
All Other Contributions
$2,443,396
Change in Net Assets
$685,944

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$53,479Fair Market Value (FMV)
Total Noncash Contributions2$53,479-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,002,905
Revenue Not Reported on Financial Statements
$89,386
Revenue Not Reported on Form 990
$-545,233
Other Revenue Adjustments
$57
Total Revenue per Audited Statements
$2,457,672
Total Revenue per Form 990
$3,092,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,505,975
Other Expenses$612,856
Salaries, Compensation, and Employee Benefits$287,516
Total Fundraising Expense$124,914
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,502,471--$1,502,471
Current Officers, Directors, Trustees, and Key Employees$203,120$28,752$55,644$287,516
Fees for Service Investment Mgmnt Fees$89,329$0$0$89,329
Other Expenses$64,725$0$0$64,725
Depreciation Depletion$50,083$3,895$1,669$55,647
Fees for Services Accounting$7,586$35,340$9,501$52,427
Fees for Services Other$22,414$8,719$4,833$35,966
Grants to Domestic Individuals$3,504--$3,504
All Other Expenses$57$0$0$57
Total Functional Expenses$2,204,727$76,706$124,914$2,406,347

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,501,953
Total Expenses per Form 990$2,406,347
Expenses per Audited Statements$2,316,961
Expenses Not Reported on Form 990$184,992
Expenses Not Reported on Financial Statements$89,386
Other Expense Adjustments$57
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Open Medicine Institute IncMountain View, CA501(c)(3)Tick Borne Illness Center$573,365
Lakeland Union High School Lakeland StarMinocqua, WI-Autism Services$548,711
Howard Young Medical CenterWoodruff, WI-Operating Support$213,750
Ministry Home Care LLCMarshfield, WI-Hospice$137,848
Ascension Sacred Heart St MarysRhinelander, WI-Kohler Behavior Health$27,884
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$184,851
Fundraising Gross Income$96,171
Gaming Gross Income$18,797
Gaming Direct Expenses$141
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dragon Boat$68,364$22,052$19,615$2,437
Autism Golf$55,900$7,500$820$6,680
Total Events$308,201$96,171$184,851$-88,680
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Howard Young Medical Center$1,850,858
Paycheck Protection Program Loan$27,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Howard Young Foundation Inc
EIN
39-1521169
Phone
7154394005
Address
PO BOX 470, WOODRUFF, WI 54568

Signing Officer

Name
Erin Biertzer
Title
President
Phone
7154394005
Signed
2021-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Biertzer
Formed
1984
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
15

Preparer

Firm
Peterson Metz Ltd
Address
9531 Townline Rd, MINOCQUA, WI 54548
Preparer
Kimberly J Peterson CPA
Phone
7153584004
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 is reviewed by the chairman, president and treasurer prior to submission. A complete final copy is available in the office for board members to view.”

Pt VI, Line 19

“The organization will provide any documents open to public inspection upon request.”

Pt VI, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy in that any director, principal officer or member of a committee with governing board delegated powers who has a direct or indirect financial interest must disclose all material facts.”

Pt XII, Line 2C

“The financial statement audit is overseen by the president and chairman of the organization.”

Financial Statement Notes

Pt XII, Line 2D

“FUNDRAISING EXPENSES”

Pt XI, Line 2D

“FUNDRAISING EXPENSES”

Pt V, Line 4

“The endowment consists of a donor restricted fund established to support lakeland pantry.”

Pt XI, Line 4B

“Loss on disposal of asset”

Pt XII, Line 4B

“Loss on disposal of asset”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: FUND MANAGEMENT FEES 2015: 25565. 2016: 18789. 2017: 18466. 2018: 20623. 2019: 15450. Description: MISC INCOME 2018: 25748. 2019: 1529. Description: FUNDRAISING 2018: 662702. 2019: 142006.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,629,962
Liabilities
$2,203,426
Net assets
$17,426,536
Revenue
$3,092,291
Expenses
$2,406,347
Net income
$685,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.0$0.32$32.7$3.81$1.85$1.95
2024Detailed filing. Detailed filing data is available for this year.$29.6$1.06$28.5$3.38$2.54$0.83
2023Detailed filing. Detailed filing data is available for this year.$26.5$0.42$26.1$3.19$2.48$0.71
2022Detailed filing. Detailed filing data is available for this year.$26.0$1.02$25.0$6.23$1.75$4.49
2021Detailed filing. Detailed filing data is available for this year.$23.7$1.30$22.4$3.05$1.61$1.43
2020Detailed filing. Detailed filing data is available for this year.$19.6$2.20$17.4$3.09$2.41$0.69
2019Detailed filing. Detailed filing data is available for this year.$19.7$2.24$17.5$3.12$3.41$0.29
2018Detailed filing. Detailed filing data is available for this year.$20.0$2.63$17.3$2.86$1.84$1.02
2017Detailed filing. Detailed filing data is available for this year.$18.0$1.94$16.1$1.44$2.00$0.56
2016Detailed filing. Detailed filing data is available for this year.$16.6$0.95$15.6$2.11$1.41$0.70
2015Detailed filing. Detailed filing data is available for this year.$16.0$1.19$14.8$1.61$2.33$0.72
2014Detailed filing. Detailed filing data is available for this year.$16.2$0.37$15.8$2.12$1.50$0.62
2013Summary only. Only limited summary data is available for this year.$14.8$0.80$14.0$3.34$0.98$2.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$2.09$12.1$2.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.31$8.80$1.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.89$0.76$8.13$1.01