Civic Intelligence

Mount Horeb Community Foundation Inc.

990 • Fiscal year 2022 • EIN 39-1626231

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 02, 2023

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

43rd percentile

0.04x

Higher debt load relative to assets than 43% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

1.42x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-138%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$2,026,446

Down $414,104 (-17%) from 2021

Net Assets

Down

$1,953,034

Down $406,666 (-17%) from 2021

Liabilities

Down

$73,412

Down $7,438 (-9.2%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin3rd percentile

Revenue

Down

$51,811

Down $205,014 (-80%) from 2021

Expenses

Down

$123,162

Down $1,169 (-0.9%) from 2021

Net Income

Down

-$71,351

Down $203,845 (-154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2022

Assets$2,026,446
Liabilities$73,412
Net Assets$1,953,034
Open 2022 Filing

Operations Trend

Revenue Growth2nd 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

2022

Revenue$51,811
Expenses$123,162
Net Income-$71,351
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 2, 2023
Return Version
2022v5.0
Gross Receipts
$705,027
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$2,343,622$1,918,636▼ $424,986
Cash and Non-Interest-Bearing Accounts$96,928$107,810▲ $10,882
Total Assets$2,440,550$2,026,446▼ $414,104
Liabilities
Grants Payable$80,850$73,412▼ $7,438
Total Liabilities$80,850$73,412▼ $7,438
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,359,700$1,953,034▼ $406,666
Total Net Assets Fund Balance$2,359,700$1,953,034▼ $406,666
Total Liabilities and Net Assets / Fund Balance$2,440,550$2,026,446▼ $414,104

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,918,636--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$10,500---$10,500
2020$10,500---$10,500
2019$10,500---$10,500
2018$10,500---$10,500
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Peter WaltzPresident
Allen SchmidtDirector
Ann SzalkowskiDirector
Casey McclymanDirector
Chuck MiskyDirector
Deb ConwayDirector
Jackie SaleDirector
James BuechnerDirector
Jeanne ZoromskiDirector
Jerry HookDirector
John BuechnerDirector
Judy SteinhauerDirector
Lauren Ta-samuelsonDirector
Michael GasserDirector
Pat ConwayDirector
Scott WinnerDirector
Steve HelwigDirector
Suzi GrundahlDirector
Teri L VierimaDirector
Vern DrapeDirector
William ThousandDirector
Susan BriceSecretary
Michael R McnallTreasurer
Dr Mark R BohlVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$49,704
Program Service Revenue
$0
Investment Income
$2,107
Other Revenue
$0
All Other Contributions
$49,704
Change in Net Assets
$-71,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,212
Other Expenses$44,950
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,212--$78,212
Fees for Service Investment Mgmnt Fees-$21,547-$21,547
Fees for Services Other-$17,700-$17,700
Advertising-$4,367-$4,367
Fees for Services Accounting-$874-$874
Office Expenses-$245-$245
Other Expenses-$125-$125
Information Technology-$92-$92
Total Functional Expenses$78,212$44,950$0$123,162
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Neighbors Helping NeighborsMount Horeb, WI501c3Program Funding$14,000
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

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Deb conway pat conway director director family james buechner john buechner director director family”

Form 990, Page 6, Part VI, Line 6

“The foundation has members.”

Form 990, Page 6, Part VI, Line 7A

“Members may elect members of the governing body.”

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Mount Horeb Community Foundation
EIN
39-1626231
Phone
6084378283
Address
PO BOX 66, MOUNT HOREB, WI 53572

Signing Officer

Name
Peter Waltz
Title
President
Phone
6084375577
Signed
2023-09-02
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

Preparer

Firm
Thousand CPA LLC
Address
125 NORTH BROOKWOOD DR PO BOX 64, MOUNT HOREB, WI 53572
Preparer
Alison M Nimz CPA
Phone
6084377730
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Administrative 0 17,700 0”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization intends to use estimated earnings from the endowment fund to provide annual scholarships to students in the mount horeb community.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
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IRS990/MinutesOfCommitteesInd0true
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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/MoreThan5000KToOrgInd0false
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0245
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MERCHANT FEES
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PETER WALTZ
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013494
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0137329
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt084175
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0381169
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0156260
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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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
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01918636
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BMO HARRIS TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION INTENDS TO USE ESTIMATED EARNINGS FROM THE ENDOWMENT FUND TO PROVIDE ANNUAL SCHOLARSHIPS TO STUDENTS IN THE MOUNT HOREB COMMUNITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueSecuritiesAmt01918636
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IRS990ScheduleI/RecipientTable/CashGrantAmt014000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEIGHBORS HELPING NEIGHBORS
IRS990ScheduleI/RecipientTable/RecipientEIN0842875274
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 196
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOUNT HOREB
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053572
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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEB CONWAY PAT CONWAY DIRECTOR DIRECTOR FAMILY JAMES BUECHNER JOHN BUECHNER DIRECTOR DIRECTOR FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ANNUAL FORM 990 IS REVIEWED BY THE PRESIDENT OF THE FOUNDATION PRIOR TO FILING, AND A COPY IS FORWARDS TO MEMBERS OF THE BOARD OF DIRECTORS, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ADMINISTRATIVE 0 17,700 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,026,446
Liabilities
$73,412
Net assets
$1,953,034
Revenue
$51,811
Expenses
$123,162
Net income
-$71,351
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
2022Detailed filing. Detailed filing data is available for this year.$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
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