Civic Intelligence

Hamilton Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 39-1711043

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 25, 2015

Organization ProfileWWW.HAMILTONEDUCATIONFOUNDATION.ORG
PO Box 473Sussex, WI 53089-0473

(262) 538-1730

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$374,578

Up $6,911 (+1.9%) from 2014

Net Assets

Up

$374,578

Up $22,009 (+6.2%) from 2014

Liabilities

Down

$0

Down $15,098 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin67th percentile

Revenue

Up

$190,192

Up $20,287 (+12%) from 2014

Expenses

Up

$167,811

Up $122,008 (+266%) from 2014

Net Income

Down

$22,381

Down $101,721 (-82%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2012: $198,885Net Assets 2012: $198,8852012Assets 2013: $217,550Liabilities 2013: $0Net Assets 2013: $217,5502013Assets 2014: $367,667Liabilities 2014: $15,098Net Assets 2014: $352,5692014Assets 2015: $374,578Liabilities 2015: $0Net Assets 2015: $374,5782015Assets 2016: $466,020Liabilities 2016: $0Net Assets 2016: $466,0202016Assets 2017: $597,705Liabilities 2017: $1,500Net Assets 2017: $596,2052017Assets 2018: $671,748Liabilities 2018: $0Net Assets 2018: $671,7482018Assets 2019: $744,741Liabilities 2019: $0Net Assets 2019: $744,7412019Assets 2020: $777,543Liabilities 2020: $0Net Assets 2020: $777,5432020Assets 2021: $974,415Liabilities 2021: $0Net Assets 2021: $974,4152021Assets 2022: $911,621Liabilities 2022: $0Net Assets 2022: $911,6212022Assets 2023: $1,115,859Liabilities 2023: $0Net Assets 2023: $1,115,8592023Assets 2024: $1,245,686Liabilities 2024: $0Net Assets 2024: $1,245,6862024Assets 2025: $1,296,821Liabilities 2025: $0Net Assets 2025: $1,296,8212025

Highlighted filing

2015

Assets$374,578
Liabilities$0
Net Assets$374,578
Open 2015 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $51,186Expenses 2012: $54,851Net Income 2012: -$3,6652012Revenue 2013: $81,496Expenses 2013: $62,831Net Income 2013: $18,6652013Revenue 2014: $169,905Expenses 2014: $45,803Net Income 2014: $124,1022014Revenue 2015: $190,192Expenses 2015: $167,811Net Income 2015: $22,3812015Revenue 2016: $197,797Expenses 2016: $106,639Net Income 2016: $91,1582016Revenue 2017: $183,392Expenses 2017: $80,224Net Income 2017: $103,1682017Revenue 2018: $189,182Expenses 2018: $127,998Net Income 2018: $61,1842018Revenue 2019: $175,912Expenses 2019: $116,755Net Income 2019: $59,1572019Revenue 2020: $102,036Expenses 2020: $83,301Net Income 2020: $18,7352020Revenue 2021: $71,584Expenses 2021: $42,919Net Income 2021: $28,6652021Revenue 2022: $176,390Expenses 2022: $128,316Net Income 2022: $48,0742022Revenue 2023: $294,433Expenses 2023: $197,367Net Income 2023: $97,0662023Revenue 2024: $136,160Expenses 2024: $194,084Net Income 2024: -$57,9242024Revenue 2025: $155,531Expenses 2025: $219,093Net Income 2025: -$63,5622025

Highlighted filing

2015

Revenue$190,192
Expenses$167,811
Net Income$22,381
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 25, 2015
Return Version
2014v5.0
Gross Receipts
$225,332
Mission and Program Overview

Mission

It is the mission of the hamilton education foundation, inc., in partnership with the community, to fund enhanced, extended and enriched learning opportunities for students and educators in the hamilton school district.

It is the mission of the hamilton education foundation, inc., in partnership with the community, to fund enhanced, extended, and enriched learning opportunities for students in the hamilton public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$168,934$266,451▲ $97,517
Savings and Temporary Cash Investments$135,756$87,613▼ $48,143
Cash and Non-Interest-Bearing Accounts$62,977$19,514▼ $43,463
Prepaid Expenses and Deferred Charges-$1,000-
Total Assets$367,667$374,578▲ $6,911
Liabilities
Grants Payable$15,098--
Total Liabilities$15,098$0▼ $15,098
Net Assets / Fund Balance
Unrestricted Net Assets$270,103$188,420▼ $81,683
Temporarily Rstr Net Assets$82,466$186,158▲ $103,692
Total Net Assets Fund Balance$352,569$374,578▲ $22,009
Total Liabilities and Net Assets / Fund Balance$367,667$374,578▲ $6,911
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
George SemradChair
Peggy YoungbloodVice Chair
Ann UbertExecutive Director
Darlene BarbianTrustee
Jackie RottlerTrustee
Jane HesslerTrustee
Joel HerrigesTrustee
Judy SalasTrustee
Kathy HoltzenTrustee
Roger MedienbauerTrustee
Sheri PellechiaTrustee
Dr Kathleen CookeSchool District Liason
Sandi BlackwellSecretary
Dave ElmerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$195,941
Program Service Revenue
$0
Investment Income
$5,641
Other Revenue
$-11,390
All Other Contributions
$116,953
Change in Net Assets
$22,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,297
Other Expenses$8,514
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$159,297--$159,297
Fees for Services Accounting-$5,450-$5,450
Office Expenses-$1,899-$1,899
Insurance-$1,165-$1,165
Total Functional Expenses$159,297$8,514$0$167,811
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$25,875
Fundraising Gross Income$10,255
Gaming Gross Income$4,230
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charger Challenge$23,847---
Auction Dinner$65,396$10,255$2,158$8,097
Total Events$89,243$10,255$25,875$-15,620
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
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, Part VI, Section B, Line 11

“The prepared form 990 is reviewed by the organization's governing body before the return is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hamilton Education Foundation Inc
EIN
39-1711043
Phone
2625381730
Address
PO BOX 473, SUSSEX, WI 53089-0473

Signing Officer

Name
Ann Ubert
Title
Executive Director
Phone
2625381730
Signed
2015-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Ubert
Formed
1991
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
80

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt087613
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/14 AMOUNT: 102103. DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/13 AMOUNT: 82466.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt091463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010588
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0299227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02519
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03418
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015008
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02191
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02191
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89550
IRS990ScheduleA/PublicSupportPY170Pct00.87400
IRS990ScheduleA/PublicSupportTotal170Amt0283345
IRS990ScheduleA/SubstantialContributorsTotAmt015882
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt091463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010588
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0299227
IRS990ScheduleA/TotalSupportAmt0316426
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0850
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt078988
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt055141
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt023847
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025875
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARGER CHALLENGE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012649
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt08368
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt021017
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt065396
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt023847
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt089243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010255
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15620
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01850
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01850
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02158
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02158
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0159297
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt077
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES AND REVIEWS PAYMENT AND INVOICE DOCUMENTATION, ASKS FOR WRITTEN COMMUNICATION FROM THE RECIPIENT ABOUT THE INTENDED USE OF THE FUNDS, AND REQUIRES THE RETURN OF ANY UNUSED FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt082466
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0186158
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0367667
IRS990/TotalAssetsEOYAmt0374578
IRS990/TotalAssetsGrp/BOYAmt0367667
IRS990/TotalAssetsGrp/EOYAmt0374578
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0195941
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08514
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159297
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167811
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015098
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt015098
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0374578
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0159297
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-5749
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190192
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0367667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0374578
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0270103
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0188420
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 473
IRS990/USAddress/CityNm0SUSSEX
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0530890473
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.HAMILTONEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN UBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02625381730
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMILTON EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0391711043

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,578
Liabilities
$0
Net assets
$374,578
Revenue
$190,192
Expenses
$167,811
Net income
$22,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.16$0.22$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.14$0.19$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.29$0.20$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.18$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.04$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.18$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.19$0.13$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.18$0.08$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.20$0.11$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.19$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.02$0.35$0.17$0.05$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.08$0.06$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.20$0.05$0.05$0.00