Civic Intelligence

Hamilton Educational Foundation Inc.

990 • Fiscal year 2016 • EIN 39-1711043

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 01, 2016

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

4.0%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$466,020

Up $91,442 (+24%) from 2015

Net Assets

Up

$466,020

Up $91,442 (+24%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$197,797

Up $7,605 (+4.0%) from 2015

Expenses

Down

$106,639

Down $61,172 (-36%) from 2015

Net Income

Up

$91,158

Up $68,777 (+307%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$466,020
Liabilities$0
Net Assets$466,020

Operations Trend

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

2016

Revenue$197,797
Expenses$106,639
Net Income$91,158
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 1, 2016
Return Version
2015v2.1
Gross Receipts
$219,090
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$266,451$355,328▲ $88,877
Savings and Temporary Cash Investments$87,613$92,631▲ $5,018
Cash and Non-Interest-Bearing Accounts$19,514$18,061▼ $1,453
Prepaid Expenses and Deferred Charges$1,000--
Total Assets$374,578$466,020▲ $91,442
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$186,158$277,436▲ $91,278
Unrestricted Net Assets$188,420$188,584▲ $164
Total Net Assets Fund Balance$374,578$466,020▲ $91,442
Total Liabilities and Net Assets / Fund Balance$374,578$466,020▲ $91,442
Compensation and Service Providers

Board Members and Trustees

NameTitle
George SemradChair
Peggy YoungbloodVice Chair
Ann UbertExecutive Director
Darlene BarbianTrustee
Gwen Weithaus-thamesTrustee
Jackie RottlerTrustee
Jane HesslerTrustee
Joel HerrigesTrustee
Mike ParadiesTrustee
Sheri PellechiaTrustee
Dr Kathleen CookeSchool District Liason
Sandi BlackwellSecretary
David ElmerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$186,579
Program Service Revenue
$0
Investment Income
$6,491
Other Revenue
$4,727
All Other Contributions
$113,817
Change in Net Assets
$91,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$102,231
Other Expenses$4,408
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,012--$68,012
Grants to Domestic Individuals$34,219--$34,219
Office Expenses-$1,350-$1,350
Fees for Services Accounting-$1,272-$1,272
Fees for Service Investment Mgmnt Fees-$1,080-$1,080
Insurance-$680-$680
Fees for Services Other-$26-$26
Total Functional Expenses$102,231$4,408$0$106,639
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton School DistrictSussex, WIHamilton School DistScholarships$68,012
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,265
Fundraising Direct Expenses$19,342
Gaming Gross Income$4,755
Gaming Direct Expenses$1,951
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Dinner$79,507$21,265$1,662$19,603
Charger Challenge$13,350-$1,235-
Total Events$92,857$21,265$19,342$1,923
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
2016-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Ubert
Formed
1991
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
50

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0371017
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02519
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018081
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02191
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02191
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89220
IRS990ScheduleA/PublicSupportPY170Pct00.89550
IRS990ScheduleA/PublicSupportTotal170Amt0353317
IRS990ScheduleA/SubstantialContributorsTotAmt017700
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt088579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091463
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014759
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0371017
IRS990ScheduleA/TotalSupportAmt0396016
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt04727
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt04727
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/CharitableContributionsTotAmt071592
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt058242
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013350
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019342
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARGER CHALLENGE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013166
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt079507
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092857
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021265
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021265
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01923
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0186
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03093
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03279
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02897
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01662
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01235
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt034219
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt090
IRS990ScheduleI/RecipientTable/CashGrantAmt068012
IRS990ScheduleI/RecipientTable/IRCSectionDesc0HAMILTON SCHOOL DIST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAMILTON SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0396028894
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0W220N6151 TOWN LINE RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SUSSEX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0530893923
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:
IRS990ScheduleI/Total501c3OrgCnt01
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/BOYAmt0186158
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0277436
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0374578
IRS990/TotalAssetsEOYAmt0466020
IRS990/TotalAssetsGrp/BOYAmt0374578
IRS990/TotalAssetsGrp/EOYAmt0466020
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0186579
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04408
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0102231
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0374578
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0466020
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0102231
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011218
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0197797
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0374578
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0466020
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0188420
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0188584
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 473
IRS990/USAddress/CityNm0SUSSEX
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0530890473
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.HAMILTONEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN UBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02625381730

Document Assets

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Filings

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