Civic Intelligence

Hamilton Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1711043

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 17, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

3.2%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$671,748

Up $74,043 (+12%) from 2017

Net Assets

Up

$671,748

Up $75,543 (+13%) from 2017

Liabilities

Down

$0

Down $1,500 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin85th percentile

Revenue

Up

$189,182

Up $5,790 (+3.2%) from 2017

Expenses

Up

$127,998

Up $47,774 (+60%) from 2017

Net Income

Down

$61,184

Down $41,984 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$671,748
Liabilities$0
Net Assets$671,748
Open 2018 Filing

Operations Trend

Revenue Growth48th 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

2018

Revenue$189,182
Expenses$127,998
Net Income$61,184
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 17, 2018
Return Version
2017v2.3
Gross Receipts
$209,190
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$457,394$558,343▲ $100,949
Cash and Non-Interest-Bearing Accounts$11,653$57,960▲ $46,307
Savings and Temporary Cash Investments$127,658$54,445▼ $73,213
Total Assets$597,705$671,748▲ $74,043
Other Assets Total$1,000$1,000→ $0
Liabilities
Deferred Revenue$1,500$0▼ $1,500
Total Liabilities$1,500$0▼ $1,500
Net Assets / Fund Balance
Temporarily Rstr Net Assets$371,424$460,318▲ $88,894
Unrestricted Net Assets$224,781$211,430▼ $13,351
Total Net Assets Fund Balance$596,205$671,748▲ $75,543
Total Liabilities and Net Assets / Fund Balance$597,705$671,748▲ $74,043
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Sheri PellechiaChair
Peggy YoungbloodVice Chair
Ann UbertExecutive Director
Cheryl WismanTrustee
Debbie LockettTrustee
Gwen Weithaus-thamesTrustee
Ken EzrowTrustee
Mike ParadiesTrustee
Paul MielkeSchool District Liason
Sandi BlackwellSecretary
Joel HerrigesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,490
Program Service Revenue
$0
Investment Income
$19,380
Other Revenue
$-1,688
All Other Contributions
$103,518
Change in Net Assets
$61,184
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,323
Other Expenses$8,675
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,044--$84,044
Grants to Domestic Individuals$35,279--$35,279
Fees for Service Investment Mgmnt Fees-$4,038-$4,038
Office Expenses-$1,845-$1,845
Fees for Services Accounting-$1,300-$1,300
Insurance-$762-$762
Conferences and Meetings-$511-$511
Travel-$219-$219
Total Functional Expenses$119,323$8,675$0$127,998
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton School DistrictSussex, WIHamilton School DistScholarships$84,044
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,107
Fundraising Gross Income$14,750
Gaming Gross Income$3,570
Gaming Direct Expenses$1,901
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Dinner$70,660$14,750$4,317$10,433
Charger Challenge$11,737-$1,701-
Total Events$82,722$14,750$18,107$-3,357
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
2018-12-17
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
52

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/13 AMOUNT: 82446. DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/14 AMOUNT: 102103. DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/15 AMOUNT: 104201. DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/16 AMOUNT: 83400. DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/17 AMOUNT: 87201.
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04830
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt043923
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87400
IRS990ScheduleA/PublicSupportPY170Pct00.89630
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IRS990ScheduleA/SubstantialContributorsTotAmt012034
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt094245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt093838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088579
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0448329
IRS990ScheduleA/TotalSupportAmt0499170
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt04727
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt02191
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt06918
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt067972
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt055910
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt011737
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0325
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018107
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHARGER CHALLENGE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt070660
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt082722
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014750
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3357
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01394
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01394
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06018
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04317
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01701
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010695
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010695
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt035279
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt075
IRS990ScheduleI/RecipientTable/CashGrantAmt084044
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 11B
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/BOYAmt0371424
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0460318
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt0597705
IRS990/TotalAssetsGrp/EOYAmt0671748
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0119323
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017692
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0211430
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IRS990/WebsiteAddressTxt0WWW.HAMILTONEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANN UBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-17
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ReturnHeader/FilingSecurityInformation/IPTm012:18:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$671,748
Liabilities
$0
Net assets
$671,748
Revenue
$189,182
Expenses
$127,998
Net income
$61,184
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