Civic Intelligence

Menasha Education Fund Inc.

990 • Fiscal year 2022 • EIN 39-1601440

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 05, 2024

Organization ProfileWWW.MENASHAEDUCATIONFUND.ORG
W6967 Firelane 3Menasha, WI 54952

(920) 729-0245

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-57%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$830,388

Up $26,236 (+3.3%) from 2021

Net Assets

Up

$830,388

Up $26,236 (+3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin82nd percentile

Revenue

Down

$73,375

Down $98,515 (-57%) from 2021

Expenses

Up

$47,979

Up $22,284 (+87%) from 2021

Net Income

Down

$25,396

Down $120,799 (-83%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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

2022

Assets$830,388
Liabilities$0
Net Assets$830,388
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$73,375
Expenses$47,979
Net Income$25,396
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 5, 2024
Return Version
2021v4.2
Gross Receipts
$275,141
Mission and Program Overview

Mission

Fund supports various educational programs and activities for 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$804,152$830,388▲ $26,236
Investments Other Securities$804,152$816,346▲ $12,194
Cash and Non-Interest-Bearing Accounts$0$14,042▲ $14,042
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$804,152$830,388▲ $26,236
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$804,152$830,388▲ $26,236
Total Liabilities and Net Assets / Fund Balance$804,152$830,388▲ $26,236

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$816,346--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Sue WerleyChairman
Alyssa GullixonDirector
Anjuli MillspawDirector
Ben AdamsDirector
Eric GladeDirector
Mark MayerDirector
Vicki BokelmanDirector
Chris VanderheydenSecretary
Chad BruechertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,097
Program Service Revenue
$0
Investment Income
$54,278
Other Revenue
$0
All Other Contributions
$19,097
Change in Net Assets
$25,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,979
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$35,948--$35,948
Fees for Services Other-$10,220-$10,220
Fees for Services Accounting-$1,811-$1,811
Total Functional Expenses$35,948$12,031$0$47,979
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
2024-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sue Werley
Formed
1988
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Hawkins Ash Cpas Llp
Address
335 FIRST STREET 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 9,482. Fundraising expenses 0. Total expenses 9,482. Promotional expense : program service expenses 0. Management and general expenses 728. Fundraising expenses 0. Total expenses 728. Office expense: program service expenses 0. Management and general expenses 10. Fundraising expenses 0. Total expenses 10.”

FORM 990, PART XI, LINE 9:

“New bank account inadvertently ommitted in prior year 840.”

Raw XML Appendix366 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/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 $35,948 OF SCHOLARSHIPS TO SEVERAL STUDENTS AND TEACHERS IN THE MENASHA JOINT SCHOOL DISTRICT.
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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 9,482. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,482. PROMOTIONAL EXPENSE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 728. OFFICE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NEW BANK ACCOUNT INADVERTENTLY OMMITTED IN PRIOR YEAR 840.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0804152
IRS990/TotalAssetsEOYAmt0830388
IRS990/TotalAssetsGrp/BOYAmt0804152
IRS990/TotalAssetsGrp/EOYAmt0830388
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019097
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012031
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035948
IRS990/TotalFunctionalExpensesGrp/TotalAmt047979
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0804152
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0830388
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt035948
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054278
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073375
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0804152
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0830388
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01522 E CAPITOL DRIVE
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054911
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.MENASHAEDUCATIONFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE WERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09207290245
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MENASHA EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0MENA
ReturnHeader/Filer/EIN0391601440
ReturnHeader/Filer/PhoneNum09207290245
ReturnHeader/Filer/USAddress/AddressLine1Txt0W6967 FIRELANE 3
ReturnHeader/Filer/USAddress/CityNm0MENASHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054952
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0335 FIRST STREET PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ILEY CPA
ReturnHeader/ReturnTs02024-02-23T15:59:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WERLEY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$830,388
Liabilities
$0
Net assets
$830,388
Revenue
$73,375
Expenses
$47,979
Net income
$25,396
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
Peer Organizations

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