Civic Intelligence

Matheson Memorial Library Foundation Inc

EIN 39-1693710 • 501(c)3 • Elkhorn, WI

Profile

To distribute income to the matheson memorial library in support of special programs, equipment and other program needs.

PO Box 704Elkhorn, WI 53121
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

3.7%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$402,035

Up $37,634 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$402,035

Up $37,634 (+10%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Up

$23,607

Up $840 (+3.7%) from 2023

Expenses

Down

$11,163

Down $7,998 (-42%) from 2023

Net Income

Up

$12,444

Up $8,838 (+245%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $301,312Liabilities 2010: $0Net Assets 2010: $301,3122010Assets 2011: $303,158Liabilities 2011: $0Net Assets 2011: $303,1582011Assets 2012: $275,582Liabilities 2012: $0Net Assets 2012: $275,5822012Assets 2013: $280,623Liabilities 2013: $0Net Assets 2013: $280,6232013Assets 2014: $279,801Liabilities 2014: $0Net Assets 2014: $279,8012014Assets 2015: $314,317Liabilities 2015: $0Net Assets 2015: $314,3172015Assets 2016: $320,445Liabilities 2016: $0Net Assets 2016: $320,4452016Assets 2017: $347,755Liabilities 2017: $0Net Assets 2017: $347,7552017Assets 2018: $322,693Liabilities 2018: $0Net Assets 2018: $322,6932018Assets 2019: $355,755Liabilities 2019: $0Net Assets 2019: $355,7552019Assets 2020: $376,452Liabilities 2020: $0Net Assets 2020: $376,4522020Assets 2021: $408,029Liabilities 2021: $0Net Assets 2021: $408,0292021Assets 2022: $329,585Liabilities 2022: $0Net Assets 2022: $329,5852022Assets 2023: $364,401Liabilities 2023: $0Net Assets 2023: $364,4012023Assets 2024: $402,035Liabilities 2024: $0Net Assets 2024: $402,0352024

Highlighted filing

2024

Assets$402,035
Liabilities$0
Net Assets$402,035
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $105,039Expenses 2010: $2,745Net Income 2010: $102,2942010Revenue 2011: $64,310Expenses 2011: $21,360Net Income 2011: $42,9502011Revenue 2012: $5,007Expenses 2012: $46,130Net Income 2012: -$41,1232012Revenue 2013: $7,233Expenses 2013: $7,653Net Income 2013: -$4202013Revenue 2014: $14,539Expenses 2014: $17,010Net Income 2014: -$2,4712014Revenue 2015: $49,750Expenses 2015: $44,914Net Income 2015: $4,8362015Revenue 2016: $13,764Expenses 2016: $15,789Net Income 2016: -$2,0252016Revenue 2017: $10,742Expenses 2017: $11,607Net Income 2017: -$8652017Revenue 2018: $10,980Expenses 2018: $12,626Net Income 2018: -$1,6462018Revenue 2019: $20,558Expenses 2019: $19,126Net Income 2019: $1,4322019Revenue 2020: $12,692Expenses 2020: $16,288Net Income 2020: -$3,5962020Revenue 2021: $10,331Expenses 2021: $8,276Net Income 2021: $2,0552021Revenue 2022: $26,091Expenses 2022: $26,123Net Income 2022: -$322022Revenue 2023: $22,767Expenses 2023: $19,161Net Income 2023: $3,6062023Revenue 2024: $23,607Expenses 2024: $11,163Net Income 2024: $12,4442024

Highlighted filing

2024

Revenue$23,607
Expenses$11,163
Net Income$12,444
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,035
Liabilities
$0
Net assets
$402,035
Revenue
$23,607
Expenses
$11,163
Net income
$12,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.24$0.11$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.23$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.26$0.26$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.13$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.21$0.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.11$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.11$0.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.50$0.45$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.15$0.17$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.07$0.08$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$0.05$0.46$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.03$0.64$0.21$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.00$3.01$1.05$0.03$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Gross Receipts
$23,607
Mission and Program Overview

Mission

To distribute income to the matheson memorial library in support of special programs equipment and other program or libarary needs as seen to by the foundation and library director.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION DONATED 7000 TO THE MATHESON MEMORIAL LIBRARY AS A GIFT FOR CHILDRENS PROGRAMMING AND RELATED EXPENSES. WE ALSO DONATED 4000 TO 4 ELKHORN AREA HIGH SCHOOL GRADUATES FOR THE CONTINUING OF THEIR EDUCATION IN A LIBRARY, ENGLISH OR TECHNOLOGY RELATED FIELD.$0$11,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARD PHILLIPSPresident-$0--
THERESA WALLACETreasurer-$0--
HEATHER LEISUREBoard Member-$0--
MARIANN HUNTERVice President-$0--
MARIBETH COUSINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Matheson Memorial Library Foundation Inc
EIN
39-1693710
Address
PO BOX 704, ELKHORN, WI 53121

Signing Officer

Name
Theresa Wallace
Title
Treasurer
Phone
2627233635
Signed
2025-05-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Post Master 84, Department of Financial Institutions 54, Department of Finance 25, EAHS 4,000, Gifts to Matheson Memorial Library 7,000”

Form 990-EZ, Part I, Line 20

“Change in investments through Edward Jones”

Form 990-EZ, Part II, Line 24

“Change in Edward Jones investment”

Raw XML Appendix171 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrintingPublicationsPostageAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Post Master 84, Department of Financial Institutions 54, Department of Finance 25, EAHS 4,000, Gifts to Matheson Memorial Library 7,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Change in investments through Edward Jones
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Change in Edward Jones investment
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Theresa Wallace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02627233635
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
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ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0391693710
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ReturnHeader/Filer/USAddress/ZIPCd053121
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ReturnHeader/ReturnTs02025-05-05T12:21:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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