Civic Intelligence

Menasha Education Fund

EIN 39-1601440 • 501(c)3 • Menasha, WI

Profile

Menasha education fund promotes educational excellence in menasha wisconsin by providing grants and scholarships for students and teachers.in the current year, the organization granted $35,948 of scholarships to several students and teachers in the menasha joint school district.

W6967 Firelane 3Menasha, WI 54952

www.menashaeducationfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

239%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$815,209

Up $16,083 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$815,209

Up $16,083 (+2.0%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin77th percentile

Revenue

Up

$64,209

Up $45,270 (+239%) from 2024

Expenses

Up

$48,126

Up $6,996 (+17%) from 2024

Net Income

Up

$16,083

Up $38,274 (+172%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $232,725Liabilities 2012: $02012Assets 2013: $228,437Liabilities 2013: $02013Assets 2014: $245,846Liabilities 2014: $02014Assets 2015: $285,895Liabilities 2015: $0Net Assets 2015: $285,8952015Assets 2016: $299,143Liabilities 2016: $0Net Assets 2016: $299,1432016Assets 2017: $290,425Liabilities 2017: $0Net Assets 2017: $290,4252017Assets 2018: $312,981Liabilities 2018: $0Net Assets 2018: $312,9812018Assets 2019: $617,462Liabilities 2019: $0Net Assets 2019: $617,4622019Assets 2020: $657,957Liabilities 2020: $0Net Assets 2020: $657,9572020Assets 2021: $804,152Liabilities 2021: $0Net Assets 2021: $804,1522021Assets 2022: $830,388Liabilities 2022: $0Net Assets 2022: $830,3882022Assets 2023: $821,317Liabilities 2023: $0Net Assets 2023: $821,3172023Assets 2024: $799,126Liabilities 2024: $0Net Assets 2024: $799,1262024Assets 2025: $815,209Liabilities 2025: $0Net Assets 2025: $815,2092025

Highlighted filing

2025

Assets$815,209
Liabilities$0
Net Assets$815,209
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: -$3,955Expenses 2012: $14,835Net Income 2012: -$18,7902012Revenue 2013: $24,351Expenses 2013: $15,614Net Income 2013: $8,7372013Revenue 2014: $38,425Expenses 2014: $21,316Net Income 2014: $17,1092014Revenue 2015: $60,923Expenses 2015: $20,874Net Income 2015: $40,0492015Revenue 2016: $90,875Expenses 2016: $77,627Net Income 2016: $13,2482016Revenue 2017: $60,252Expenses 2017: $68,970Net Income 2017: -$8,7182017Revenue 2018: $31,285Expenses 2018: $8,729Net Income 2018: $22,5562018Revenue 2019: $335,285Expenses 2019: $30,804Net Income 2019: $304,4812019Revenue 2020: $58,007Expenses 2020: $17,512Net Income 2020: $40,4952020Revenue 2021: $171,890Expenses 2021: $25,695Net Income 2021: $146,1952021Revenue 2022: $73,375Expenses 2022: $47,979Net Income 2022: $25,3962022Revenue 2023: $27,591Expenses 2023: $36,662Net Income 2023: -$9,0712023Revenue 2024: $18,939Expenses 2024: $41,130Net Income 2024: -$22,1912024Revenue 2025: $64,209Expenses 2025: $48,126Net Income 2025: $16,0832025

Highlighted filing

2025

Revenue$64,209
Expenses$48,126
Net Income$16,083
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$815,209
Liabilities
$0
Net assets
$815,209
Revenue
$64,209
Expenses
$48,126
Net income
$16,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.15$0.00$8.15$0.64$0.48$0.16
2024Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.19$0.41$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.28$0.37$0.09
2022Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.73$0.48$0.25
2021Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$1.72$0.26$1.46
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.58$0.18$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$3.35$0.31$3.04
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.31$0.09$0.23
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.60$0.69$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.91$0.78$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.61$0.21$0.40
2014Summary only. Only limited summary data is available for this year.$2.46$0.00$0.38$0.21$0.17
2013Summary only. Only limited summary data is available for this year.$2.28$0.00$0.24$0.16$0.09
2012Summary only. Only limited summary data is available for this year.$2.33$0.00$0.04$0.15$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$232,151
Mission and Program Overview

Mission

Menasha education fund promotes educational excellence in menasha wisconsin by providing grants and scholarships for students and teachers.in the current year, the organization granted $23,892 of scholarships to over 23 students and teachers in the menasha joint school district.

The primary purpose is to provide educational experiences for students and teachers within the menasha joint school district that are beyond the scope of the local school budget.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$799,126$815,209▲ $16,083
Investments Other Securities$795,482$809,496▲ $14,014
Cash and Non-Interest-Bearing Accounts$3,644$5,713▲ $2,069
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$799,126$815,209▲ $16,083
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$799,126$815,209▲ $16,083
Total Liabilities and Net Assets / Fund Balance$799,126$815,209▲ $16,083

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$809,496--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Sue WerleyChairman
Mark MayerVice-chair
Alyssa GullixonDirector
Anjuli MillspawDirector
Ben AdamsDirector
Chad BruechertDirector
Eric GladDirector
Matt ZimmermanDirector
Vicki BokelmanDirector
Chris VanderheydenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,011
Program Service Revenue
$0
Investment Income
$58,193
Other Revenue
$5
All Other Contributions
$6,011
Change in Net Assets
$16,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,126
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
Other Expenses$35,873--$35,873
Fees for Services Other-$9,661-$9,661
Fees for Services Accounting-$2,592-$2,592
Total Functional Expenses$35,873$12,253$0$48,126
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president and treasurer reviewed the 990 before it was signed.”

Form 990, Part VI, Section B, Line 12C

“The policy is covered as an agenda item at every board meeting.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Menasha Education Fund
EIN
39-1601440
Phone
9207290245
Address
W6967 FIRELANE 3, MENASHA, WI 54952

Signing Officer

Name
Sue Werley
Title
Chairperson
Phone
9207290245
Signed
2025-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Werley
Formed
1988
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Hawkins Ash Cpas Llp
Address
55 JEWELERS PARK DR 200 PO BOX 679, NEENAH, WI 54957-0679
Preparer
Kimberly Iley CPA
Phone
9207222141
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Trustee fees: program service expenses 0. Management and general expenses 9,661. Fundraising expenses 0. Total expenses 9,661.”

Raw XML Appendix359 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/MissionDesc0MENASHA EDUCATION FUND PROMOTES EDUCATIONAL EXCELLENCE IN MENASHA WISCONSIN BY PROVIDING GRANTS AND SCHOLARSHIPS FOR STUDENTS AND TEACHERS.IN THE CURRENT YEAR, THE ORGANIZATION GRANTED $35,873 OF SCHOLARSHIPS TO SEVERAL STUDENTS AND TEACHERS IN THE MENASHA JOINT SCHOOL DISTRICT.
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0ASSOCIATED TRUST COMPANY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TREASURER REVIEWED THE 990 BEFORE IT WAS SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS COVERED AS AN AGENDA ITEM AT EVERY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,661. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,661.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MENASHA EDUCATION FUND
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 JEWELERS PARK DR 200 PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ILEY CPA
ReturnHeader/ReturnTs02025-09-25T15:56:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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