Civic Intelligence

Mount Horeb Community Foundation Inc.

990 • Fiscal year 2019 • EIN 39-1626231

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

60%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,032,038

Up $235,680 (+13%) from 2018

Net Assets

Up

$2,032,038

Up $235,680 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin82nd percentile

Revenue

Up

$156,511

Up $58,842 (+60%) from 2018

Expenses

Down

$114,324

Down $69,450 (-38%) from 2018

Net Income

Up

$42,187

Up $128,292 (+149%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2019

Assets$2,032,038
Liabilities$0
Net Assets$2,032,038
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$156,511
Expenses$114,324
Net Income$42,187
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$1,081,025
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$1,718,149$2,021,643▲ $303,494
Cash and Non-Interest-Bearing Accounts$78,209$10,395▼ $67,814
Total Assets$1,796,358$2,032,038▲ $235,680
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,772,605$2,008,285▲ $235,680
Net Assets With Donor Restrictions$23,753$23,753→ $0
Total Net Assets Fund Balance$1,796,358$2,032,038▲ $235,680
Total Liabilities and Net Assets / Fund Balance$1,796,358$2,032,038▲ $235,680

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,021,643--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,500---$10,500
2018$10,500---$10,500
2017$10,500---$10,500
2016$10,500---$10,500
2015$10,500---$10,500
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Peter WaltzPresident
Dr Mark R BohlVice President
Allen SchmidtDirector
Ann SzalkowskiDirector
Casey McClymanDirector
Chuck MiskyDirector
Deb ConwayDirector
Jackie SaleDirector
James BuechnerDirector
Jeanne ZoromskiDirector
Jerry HookDirector
John KuseDirector
Judy SteinhauerDirector
Michael GasserDirector
Pat ConwayDirector
Patricia FannonDirector
Scott P WinnerDirector
Steve HelwigDirector
Suzi GrundahlDirector
Teri L VierimaDirector
Vern DrapeDirector
William ThousandDirector
Susan BriceSecretary
Michael R McNallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,182
Program Service Revenue
$0
Investment Income
$137,329
Other Revenue
$0
All Other Contributions
$19,182
Change in Net Assets
$42,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,696
Other Expenses$41,628
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$72,196--$72,196
Fees for Service Investment Mgmnt Fees$0$18,085$0$18,085
Fees for Services Other$0$16,733$0$16,733
Advertising$0$4,344$0$4,344
Office Expenses$0$1,491$0$1,491
Fees for Services Accounting$0$975$0$975
Grants to Domestic Individuals$500--$500
Total Functional Expenses$72,696$41,628$0$114,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mt Horeb Veterans Memorial AssociationMount Horeb, WI-MH Veterans Memorial$15,000
Mt Horeb Historical Society IncMount Horeb, WI501(c)(3)Speaker & Exhibit Room$7,000
Mount Horeb Food PantryMount Horeb, WI501(c)(3)Kids summer lunch prog$5,500
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 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
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
2020-11-13
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

“Deb and Pat Conway 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.”

Form 990, Part IX, Line 11G

“Administrative 16733. 16733.”

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/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
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IRS990/MissionDesc0The Foundation's purpose is to receive donations and requests from people wishing to contribute to the future welfare of the Mount Horeb Community.
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Peter Waltz
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010500
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010500
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0BMO Harris Trust
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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
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IRS990ScheduleI/RecipientTable/CashGrantAmt17000
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,032,038
Liabilities
$0
Net assets
$2,032,038
Revenue
$156,511
Expenses
$114,324
Net income
$42,187
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
2019Detailed filing. Detailed filing data is available for this year.$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
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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