Civic Intelligence

Mount Horeb Community Foundation Inc.

990 • Fiscal year 2023 • EIN 39-1626231

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization ProfileWWW.MHCFOUND.ORG
PO Box 66Mount Horeb, WI 53572

(608) 832-6633

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.69x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

24th percentile

-9.4%

Higher net margin than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

120%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$2,295,481

Up $269,035 (+13%) from 2022

Net Assets

Up

$2,216,387

Up $263,353 (+13%) from 2022

Liabilities

Up

$79,094

Up $5,682 (+7.7%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin24th percentile

Revenue

Up

$114,049

Up $62,238 (+120%) from 2022

Expenses

Up

$124,784

Up $1,622 (+1.3%) from 2022

Net Income

Up

-$10,735

Up $60,616 (+85%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$2,295,481
Liabilities$79,094
Net Assets$2,216,387
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$114,049
Expenses$124,784
Net Income-$10,735
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.0
Gross Receipts
$834,521
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$1,918,636$2,208,846▲ $290,210
Cash and Non-Interest-Bearing Accounts$107,810$86,635▼ $21,175
Total Assets$2,026,446$2,295,481▲ $269,035
Liabilities
Grants Payable$73,412$79,094▲ $5,682
Total Liabilities$73,412$79,094▲ $5,682
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,953,034$2,216,387▲ $263,353
Total Net Assets Fund Balance$1,953,034$2,216,387▲ $263,353
Total Liabilities and Net Assets / Fund Balance$2,026,446$2,295,481▲ $269,035

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,208,846--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$10,500---$10,500
2020$10,500---$10,500
2019$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
Mike DillisDirector
Pat ConwayDirector
Shannon HadacDirector
Steve HelwigDirector
Sue BriceDirector
Teri L VierimaDirector
William ThousandDirector
Suzi GrundahlSecretary
Michael R McnallTreasurer
Mark BohlVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$39,420
Program Service Revenue
$0
Investment Income
$74,629
Other Revenue
$0
All Other Contributions
$39,420
Change in Net Assets
$-10,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,205
Other Expenses$43,579
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$81,205--$81,205
Fees for Service Investment Mgmnt Fees-$20,196-$20,196
Fees for Services Other-$17,700-$17,700
Advertising-$3,021-$3,021
Office Expenses-$1,555-$1,555
Fees for Services Accounting-$924-$924
Information Technology-$131-$131
Other Expenses-$25-$25
Total Functional Expenses$81,205$43,579$0$124,784
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Neighbors Helping NeighborsMount Horeb, WI501c3Program Funding$15,000
Friends of the Norsk IncMount Horeb, WI501c3Alley Seating and Pi$10,000
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
6088326633
Address
PO BOX 66, MOUNT HOREB, WI 53572

Signing Officer

Name
Peter Waltz
Title
President
Phone
6088326633
Signed
2024-10-30
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
6084596005
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/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT
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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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
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ALLEY SEATING AND PI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NEIGHBORS HELPING NEIGHBORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF THE NORSK INC
IRS990ScheduleI/RecipientTable/RecipientEIN0842875274
IRS990ScheduleI/RecipientTable/RecipientEIN1811454296
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 196
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12755 GOLF BOWL RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOUNT HOREB
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MOUNT HOREB
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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.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,295,481
Liabilities
$79,094
Net assets
$2,216,387
Revenue
$114,049
Expenses
$124,784
Net income
-$10,735
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
2023Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits

San Juan, PR

View Organization

Egida Del Policia Inc

501(c)3 • NTEE L22

Revenue$109,598
Assets$2,294,617

Revenue vs current organization

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Assets vs current organization

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