Civic Intelligence

New Hope Lutheran Foundation Sand Creek Inc.

990EZ • Fiscal year 2023 • EIN 39-1613607

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

P O Box 85 E90855 County VSand Creek, WI 54765

(651) 343-8877

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

84th percentile

35%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

4.8%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

2.5%

Faster revenue growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$352,797

Up $16,104 (+4.8%) from 2022

Net Assets

Up

$352,797

Up $16,104 (+4.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$12,921

Up $319 (+2.5%) from 2022

Expenses

Up

$8,445

Up $1,540 (+22%) from 2022

Net Income

Down

$4,476

Down $1,221 (-21%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $242,136Liabilities 2010: $0Net Assets 2010: $242,1362010Assets 2011: $263,589Liabilities 2011: $0Net Assets 2011: $263,5892011Assets 2012: $316,061Liabilities 2012: $0Net Assets 2012: $316,0612012Assets 2013: $317,383Liabilities 2013: $0Net Assets 2013: $317,3832013Assets 2014: $320,841Liabilities 2014: $0Net Assets 2014: $320,8412014Assets 2015: $313,206Liabilities 2015: $0Net Assets 2015: $313,2062015Assets 2016: $325,286Liabilities 2016: $0Net Assets 2016: $325,2862016Assets 2017: $332,040Liabilities 2017: $0Net Assets 2017: $332,0402017Assets 2018: $331,636Liabilities 2018: $0Net Assets 2018: $331,6362018Assets 2019: $346,432Liabilities 2019: $0Net Assets 2019: $346,4322019Assets 2020: $349,507Liabilities 2020: $0Net Assets 2020: $349,5072020Assets 2021: $344,082Liabilities 2021: $0Net Assets 2021: $344,0822021Assets 2022: $336,693Liabilities 2022: $0Net Assets 2022: $336,6932022Assets 2023: $352,797Liabilities 2023: $0Net Assets 2023: $352,7972023Assets 2024: $412,707Liabilities 2024: $0Net Assets 2024: $412,7072024

Highlighted filing

2023

Assets$352,797
Liabilities$0
Net Assets$352,797

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2010: $6,361Expenses 2010: $5,152Net Income 2010: $1,2092010Revenue 2011: $30,367Expenses 2011: $8,962Net Income 2011: $21,4052011Revenue 2012: $55,038Expenses 2012: $5,169Net Income 2012: $49,8692012Revenue 2013: $12,659Expenses 2013: $9,504Net Income 2013: $3,1552013Revenue 2014: $9,203Expenses 2014: $3,016Net Income 2014: $6,1872014Revenue 2015: $8,239Expenses 2015: $8,351Net Income 2015: -$1122015Revenue 2016: $13,374Expenses 2016: $1,352Net Income 2016: $12,0222016Revenue 2017: $10,609Expenses 2017: $3,862Net Income 2017: $6,7472017Revenue 2018: $8,937Expenses 2018: $955Net Income 2018: $7,9822018Revenue 2019: $18,177Expenses 2019: $3,381Net Income 2019: $14,7962019Revenue 2020: $10,470Expenses 2020: $7,391Net Income 2020: $3,0792020Revenue 2021: $4,966Expenses 2021: $10,391Net Income 2021: -$5,4252021Revenue 2022: $12,602Expenses 2022: $6,905Net Income 2022: $5,6972022Revenue 2023: $12,921Expenses 2023: $8,445Net Income 2023: $4,4762023Revenue 2024: $33,562Expenses 2024: $12,246Net Income 2024: $21,3162024

Highlighted filing

2023

Revenue$12,921
Expenses$8,445
Net Income$4,476
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Gross Receipts
$12,921
Mission and Program Overview

Mission

Help people and organizations in need

Program Services

DescriptionGrantsExpenses
GAVE GRANT TO TO PEOPLE IN NEED$6,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL GERNERDirector-$0--
MARK GILBERTSDirector-$0--
GENE BUFFINGTONPresident-$0--
MARYANN OMTVEDTSecretary-$0--
ROGER PAULSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
New Hope Lutheran Foundation Sand C
EIN
39-1613607
Address
P O BOX 85 E90855 COUNTY V, SAND CREEK, WI 54765

Signing Officer

Name
Roger Paulson
Title
Treasure
Phone
6513438877
Signed
2024-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Accounting & Tax Service
Address
1706 YORK ST STE 1, Bloomer, WI 54724
Preparer
William G Anderson CPA
Phone
7155684423
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity grant grantee carrie overman street e07795 1390th ave city, state, zip new auburn, wi 54757relationship none amount 1,000activity grant grantee cathy davis street e0675 county road w city, state, zip ridgeland, wi 54763relationship none amount 3,000activity grant grantee alex alman street e9144 county rd v city, state, zip new auburn, wi 54757relationship none amount 500activity grant grantee kevin townsend street p o box 91 city, state, zip sand creek, wi 54765relationship none amount 2,000

Description of other expenses Part I line 16

Description amounttax preparation fees 397fees to wi dept of financial instit 25early withdrawal exp 242thrivent fees 1,214foreign taxes paid 55

Other changes in net assets or fund balances Part I line 20

Description amountchange in value of investment 11,628

Raw XML Appendix150 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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CompensationExplanation/CompensationExplanationGrp/PersonNm1MARK GILBERTS
CompensationExplanation/CompensationExplanationGrp/PersonNm2GENE BUFFINGTON
CompensationExplanation/CompensationExplanationGrp/PersonNm3MARYANN OMTVEDT
CompensationExplanation/CompensationExplanationGrp/PersonNm4ROGER PAULSON OFFICER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0ALL BOARD MEMBERS ARE UNPAID VOLUNTEERS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1ALL BOARD MEMBERS ARE UNPAID VOLUNTEERS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2ALL BOARD MEMBERS ARE UNPAID VOLUNTEERS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3ALL BOARD MEMBERS ARE UNPAID VOLUNTEERS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt011628
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06500
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY GRANT GRANTEE CARRIE OVERMAN STREET E07795 1390TH AVE CITY, STATE, ZIP NEW AUBURN, WI 54757RELATIONSHIP NONE AMOUNT 1,000ACTIVITY GRANT GRANTEE CATHY DAVIS STREET E0675 COUNTY ROAD W CITY, STATE, ZIP RIDGELAND, WI 54763RELATIONSHIP NONE AMOUNT 3,000ACTIVITY GRANT GRANTEE ALEX ALMAN STREET E9144 COUNTY RD V CITY, STATE, ZIP NEW AUBURN, WI 54757RELATIONSHIP NONE AMOUNT 500ACTIVITY GRANT GRANTEE KEVIN TOWNSEND STREET P O BOX 91 CITY, STATE, ZIP SAND CREEK, WI 54765RELATIONSHIP NONE AMOUNT 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTTAX PREPARATION FEES 397FEES TO WI DEPT OF FINANCIAL INSTIT 25EARLY WITHDRAWAL EXP 242THRIVENT FEES 1,214FOREIGN TAXES PAID 55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTCHANGE IN VALUE OF INVESTMENT 11,628
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06513438877
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-29
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ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0391613607
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ReturnHeader/PreparerPersonGrp/PhoneNum07155684423
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM G ANDERSON CPA
ReturnHeader/ReturnTs02024-05-29T16:02:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAULSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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.$4.13$0.00$4.13$0.34$0.12$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.13$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.13$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.05$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.10$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.18$0.03$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.09$0.01$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.11$0.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.13$0.01$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.09$0.03$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.13$0.10$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.55$0.05$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.00$2.64$0.30$0.09$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.00$2.42$0.06$0.05$0.01