Civic Intelligence

Mount Horeb Community Foundation Inc.

990 • Fiscal year 2016 • EIN 39-1626231

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profilewww.mhcfound.org
PO Box 66Mount Horeb, WI 53572

(608) 437-8283

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

5th percentile

-72%

Higher net margin than 5% 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

54th percentile

2.2%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,757,432

Up $37,739 (+2.2%) from 2015

Net Assets

Up

$1,757,432

Up $37,739 (+2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin5th percentile

Revenue

Down

$60,146

Down $68,939 (-53%) from 2015

Expenses

Down

$103,288

Down $1,419 (-1.4%) from 2015

Net Income

Down

-$43,142

Down $67,520 (-277%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,490,845Liabilities 2011: $0Net Assets 2011: $1,490,8452011Assets 2012: $1,616,950Liabilities 2012: $0Net Assets 2012: $1,616,9502012Assets 2013: $1,780,686Liabilities 2013: $0Net Assets 2013: $1,780,6862013Assets 2014: $1,813,877Liabilities 2014: $0Net Assets 2014: $1,813,8772014Assets 2015: $1,719,693Liabilities 2015: $0Net Assets 2015: $1,719,6932015Assets 2016: $1,757,432Liabilities 2016: $0Net Assets 2016: $1,757,4322016Assets 2017: $2,003,348Liabilities 2017: $0Net Assets 2017: $2,003,3482017Assets 2018: $1,796,358Liabilities 2018: $0Net Assets 2018: $1,796,3582018Assets 2019: $2,032,038Liabilities 2019: $0Net Assets 2019: $2,032,0382019Assets 2020: $2,149,100Liabilities 2020: $0Net Assets 2020: $2,149,1002020Assets 2021: $2,440,550Liabilities 2021: $80,850Net Assets 2021: $2,359,7002021Assets 2022: $2,026,446Liabilities 2022: $73,412Net Assets 2022: $1,953,0342022Assets 2023: $2,295,481Liabilities 2023: $79,094Net Assets 2023: $2,216,3872023Assets 2024: $2,543,007Liabilities 2024: $95,760Net Assets 2024: $2,447,2472024

Highlighted filing

2016

Assets$1,757,432
Liabilities$0
Net Assets$1,757,432
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $68,832Expenses 2011: $74,077Net Income 2011: -$5,2452011Expenses 2012: $91,1572012Revenue 2013: $143,580Expenses 2013: $101,060Net Income 2013: $42,5202013Revenue 2014: $145,648Expenses 2014: $103,084Net Income 2014: $42,5642014Revenue 2015: $129,085Expenses 2015: $104,707Net Income 2015: $24,3782015Revenue 2016: $60,146Expenses 2016: $103,288Net Income 2016: -$43,1422016Revenue 2017: $289,949Expenses 2017: $35,625Net Income 2017: $254,3242017Revenue 2018: $97,669Expenses 2018: $183,774Net Income 2018: -$86,1052018Revenue 2019: $156,511Expenses 2019: $114,324Net Income 2019: $42,1872019Revenue 2020: $81,202Expenses 2020: $168,825Net Income 2020: -$87,6232020Revenue 2021: $256,825Expenses 2021: $124,331Net Income 2021: $132,4942021Revenue 2022: $51,811Expenses 2022: $123,162Net Income 2022: -$71,3512022Revenue 2023: $114,049Expenses 2023: $124,784Net Income 2023: -$10,7352023Revenue 2024: $263,790Expenses 2024: $140,002Net Income 2024: $123,7882024

Highlighted filing

2016

Revenue$60,146
Expenses$103,288
Net Income-$43,142
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$303,262
Mission and Program Overview

Mission

The Foundation's purpose is to

The Foundation's purpose is to receive donations and requests from people wishing to contribute to the future welfare of the Mount Horeb Community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,718,011$1,754,876▲ $36,865
Cash and Non-Interest-Bearing Accounts$1,682$2,556▲ $874
Total Assets$1,719,693$1,757,432▲ $37,739
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,695,940$1,733,679▲ $37,739
Temporarily Rstr Net Assets$13,253$13,253→ $0
Permanently Rstr Net Assets$10,500$10,500→ $0
Total Net Assets Fund Balance$1,719,693$1,757,432▲ $37,739
Total Liabilities and Net Assets / Fund Balance$1,719,693$1,757,432▲ $37,739

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,754,876--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$10,500---$10,500
2015$10,500---$10,500
2014$10,500---$10,500
2013$10,500---$10,500
2012$10,500---$10,500
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Peter WaltzPresident
Dr Mark R BohlVice President
Allen SchmidtDirector
Casy McclymanDirector
Chuck MiskyDirector
Dan FloodDirector
David BoydenDirector
Georgia PostDirector
Jackie SaleDirector
James BuechnerDirector
John HumphriesDirector
John KuseDirector
Judy SteinhauerDirector
Mary G WaltzDirector
Michael GasserDirector
Pat ConwayDirector
Patricia FannonDirector
Ralph L BuechnerDirector
Scott P WinnerDirector
Shirley KellerDirector
Teri L VierimaDirector
Vern DrapeDirector
Susan BriceSecretary
Michael R McnallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,800
Program Service Revenue
$0
Investment Income
$54,346
Other Revenue
$0
All Other Contributions
$5,800
Change in Net Assets
$-43,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,200
Other Expenses$31,088
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,500--$71,500
Fees for Service Investment Mgmnt Fees$0$14,997$0$14,997
Fees for Services Other$0$12,333$0$12,333
Office Expenses$0$2,773$0$2,773
Fees for Services Accounting$0$985$0$985
Grants to Domestic Individuals$700--$700
Total Functional Expenses$72,200$31,088$0$103,288
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mount Horeb Youth Center IncMount Horeb, WI501(c)(3)Gen Op Fd$5,500
Friends of the Norsk IncMount Horeb, WI-Signage-
Mount Horeb Food PantryMount Horeb, WI-Kids summer lunch prog-
Mount Horeb Middle SchoolMt Horeb, WI501(c)(3)Stretch-
Mount Horeb Public LibraryMount Horeb, WI-Purchase Books-
Mount Horeb Young LifeMount Horeb, WI-Camp Transporation Fees-
Mt Horeb Historical Society IncMount Horeb, WI-Grand Opening-
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
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Mount Horeb Community Foundation Inc
EIN
39-1626231
Phone
6084378283
Address
PO Box 66, Mount Horeb, WI 53572

Signing Officer

Name
Peter Waltz
Title
President
Phone
6084378283
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Waltz
Formed
1988
Legal Domicile
Wi
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
0

Preparer

Firm
Thousand CPA LLC
Address
1809 SPRINGDALE STREET SUITE 203, MOUNT HOREB, WI 53572
Preparer
William W Thousand CPA
Phone
6084377730
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Vern and Elizabeth Drape are both members of the Board of Directors, and also have a family relationship. Peter and Mary Waltz are both members of the Board of Directors, and also have a family relationship. James and Ralph Buechner are both members of the Board of Director, and also have a family relationship.”

Pt VI, Line 6

“The Foundation has members.”

Pt VI, Line 7A

“Members may elect members of the governing body.”

Pt VI, Line 11B

“The annual form 990 is reviewed by the president of the foundation prior to filing, and a copy is forwarded to members of the Board of Directors, upon request.”

Pt VI, Line 15A

“The organization does not have employees, and therefore there is no formal compensation review process in place.”

Pt VI, Line 19

“The organization's governing documents and financial statements are available to the public upon request.”

Financial Statement Notes

Pt V, Line 4

“The organization intends to use estimated earnings”

Pt V, Line 4

“from the endowment fund to provide annual scholarships”

Pt V, Line 4

“to students in the Mount Horeb community.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Foundation's purpose is to
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01719693
IRS990/NetAssetsOrFundBalancesEOYAmt01757432
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IRS990/NetUnrlzdGainsLossesInvstAmt080881
IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OfficeExpensesGrp/FundraisingAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010500
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PETER WALTZ
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IRS990/PYContributionsGrantsAmt017620
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt031267
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-43142
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017620
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016492
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02900
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0140725
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0569929
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05800
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02900
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt052155
IRS990ScheduleA/TotalSupportAmt0622084
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010500
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010500
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01754876
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BMO Harris Trust
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization intends to use estimated earnings
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1from the endowment fund to provide annual scholarships
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2to students in the Mount Horeb community.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt V, Line 4
IRS990ScheduleD/TotalBookValueSecuritiesAmt01754876
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Gen Op Fd
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1STRETCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Camp Transporation Fees
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Kids summer lunch prog
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Purchase Books
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Grand Opening
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Signage
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Mount Horeb Youth Center Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Mount Horeb Middle School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Mount Horeb Young Life
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Mount Horeb Food Pantry
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Mount Horeb Public Library
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Mt Horeb Historical Society Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Friends of the Norsk Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0455558011
IRS990ScheduleI/RecipientTable/RecipientEIN1391050370
IRS990ScheduleI/RecipientTable/RecipientEIN2840385934
IRS990ScheduleI/RecipientTable/RecipientEIN3800306739
IRS990ScheduleI/RecipientTable/RecipientEIN4396006326
IRS990ScheduleI/RecipientTable/RecipientEIN5510180176
IRS990ScheduleI/RecipientTable/RecipientEIN6811454296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0105 North Grove Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1900 East Garfield Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2104 South Grove Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3P O Box 204
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4105 Perimeter St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5P O Box 64
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62755 Golf Bowl Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Mount Horeb
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Mt Horeb
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Mount Horeb
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Mount Horeb
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Mount Horeb
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Mount Horeb
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Mount Horeb
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053572
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153572
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253572
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd353572
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd453572
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd553572
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd653572
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Charitable Organizations wishing to obtain a grant apply to the Mount Horeb Community Foundation, providing a project description of what the funds, if approved, would be used for. The Board chooses which applications to approve. The Board follows up as necessary with the grantee organizations/individuals related to the actual use of the grant funds.

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,757,432
Liabilities
$0
Net assets
$1,757,432
Revenue
$60,146
Expenses
$103,288
Net income
-$43,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.10$2.45$0.26$0.14$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.08$2.22$0.11$0.12$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.07$1.95$0.05$0.12$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.08$2.36$0.26$0.12$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.08$0.17$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.16$0.11$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.10$0.18$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.29$0.04$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.06$0.10$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.13$0.10$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.15$0.10$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.78$0.00$1.78$0.14$0.10$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.09
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.07$0.07$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits