Civic Intelligence

Matheson Memorial Library Foundation Inc.

990EZ • Fiscal year 2014 • EIN 39-1693710

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
PO Box 704Elkhorn, WI 53121

(262) 723-3635

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

101%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$279,801

Down $822 (-0.3%) from 2013

Net Assets

Down

$279,801

Down $822 (-0.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin17th percentile

Revenue

Up

$14,539

Up $7,306 (+101%) from 2013

Expenses

Up

$17,010

Up $9,357 (+122%) from 2013

Net Income

Down

-$2,471

Down $2,051 (-488%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2014

Assets$279,801
Liabilities$0
Net Assets$279,801
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$14,539
Expenses$17,010
Net Income-$2,471
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$14,539
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.

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

Program Services

DescriptionGrantsExpenses
WE WERE ABLE TO GIVE THE LIBRARY 5000 FOR THE SUMMER READING PROGRAM ACTIVITIES AND PRIZES. ALSO 2000 TO A GRADUATING SENIOR FOR CONTINUING EDUCATION IN ENGLISH AND 10000 WAS GIVEN TO THE LIBRARY FOR THE PURCHASE OF NEW RADIO FREQUENCY IDENTIFICATION SYSTEM.$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARD PHILLIPSPresident-$0--
THERESA WALLACETreasurer-$0--
AL ZIMMERMANBoard MemberPT$0--
JEAN CARROLLBoard Member-$0--
TIM SHIRODAVice-President-$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
2015-05-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Elkhorn area high school scholarships 2000 gifts to matheson memorial library 15000 dept of financial institutions 10”

Form 990-EZ, Part I, Line 20

“Fluctuation in our investments”

Form 990-EZ, Part II, Line 24

“We had some capital gain on investments”

Raw XML Appendix169 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELKHORN AREA HIGH SCHOOL SCHOLARSHIPS 2000 GIFTS TO MATHESON MEMORIAL LIBRARY 15000 DEPT OF FINANCIAL INSTITUTIONS 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FLUCTUATION IN OUR INVESTMENTS
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02627233635
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
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ReturnHeader/Filer/EIN0391693710
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ReturnHeader/Filer/USAddress/CityNm0Elkhorn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053121
ReturnHeader/ReturnTs02015-05-14T23:24:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,801
Liabilities
$0
Net assets
$279,801
Revenue
$14,539
Expenses
$17,010
Net income
-$2,471
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