Civic Intelligence

Hamilton Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1711043

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 12, 2017

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-7.3%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$597,705

Up $131,685 (+28%) from 2016

Net Assets

Up

$596,205

Up $130,185 (+28%) from 2016

Liabilities

Up

$1,500

Up $1,500 from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin93rd percentile

Revenue

Down

$183,392

Down $14,405 (-7.3%) from 2016

Expenses

Down

$80,224

Down $26,415 (-25%) from 2016

Net Income

Up

$103,168

Up $12,010 (+13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2017

Assets$597,705
Liabilities$1,500
Net Assets$596,205
Open 2017 Filing

Operations Trend

Revenue Growth26th 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

2017

Revenue$183,392
Expenses$80,224
Net Income$103,168
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$205,001
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 in the hamilton public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$355,328$457,394▲ $102,066
Savings and Temporary Cash Investments$92,631$127,658▲ $35,027
Cash and Non-Interest-Bearing Accounts$18,061$11,653▼ $6,408
Total Assets$466,020$597,705▲ $131,685
Other Assets Total-$1,000-
Liabilities
Deferred Revenue-$1,500-
Total Liabilities$0$1,500▲ $1,500
Net Assets / Fund Balance
Temporarily Rstr Net Assets$277,436$371,424▲ $93,988
Unrestricted Net Assets$188,584$224,781▲ $36,197
Total Net Assets Fund Balance$466,020$596,205▲ $130,185
Total Liabilities and Net Assets / Fund Balance$466,020$597,705▲ $131,685
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Peggy YoungbloodVice Chair
Ann UbertExecutive Director
Gwen Weithaus-thamesTrustee
Jackie RottlerTrustee
Ken EzrowTrustee
Mike ParadiesTrustee
Sheri PellechiaTrustee
Tracy DowTrustee
Paul MielkeSchool District Liason
Sandi BlackwellSecretary
Joel HerrigesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$177,645
Program Service Revenue
$0
Investment Income
$10,080
Other Revenue
$-4,333
All Other Contributions
$104,879
Change in Net Assets
$103,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,001
Other Expenses$5,223
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,930--$46,930
Grants to Domestic Individuals$28,071--$28,071
Office Expenses-$1,733-$1,733
Fees for Service Investment Mgmnt Fees-$1,668-$1,668
Fees for Services Accounting-$1,372-$1,372
Insurance-$450-$450
Total Functional Expenses$75,001$5,223$0$80,224
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton School DistrictSussex, WIHamilton School DistScholarships$46,930
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,708
Fundraising Gross Income$13,146
Gaming Gross Income$4,130
Gaming Direct Expenses$1,901
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charger Challenge$17,924-$1,575-
Auction Dinner$67,238$13,146$2,617$10,529
Total Events$85,162$13,146$19,708$-6,562
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 11B

“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
2017-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Ubert
Formed
1991
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
55

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt093838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt088579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt091463
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0450503
IRS990ScheduleA/TotalSupportAmt0483063
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt02191
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019708
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IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt04253
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04192
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02617
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01575
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028071
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IRS990ScheduleI/RecipientTable/CashGrantAmt046930
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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.
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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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075001
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IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/FilingSecurityInformation/IPTm015:47:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$597,705
Liabilities
$1,500
Net assets
$596,205
Revenue
$183,392
Expenses
$80,224
Net income
$103,168
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