Civic Intelligence

Hamilton Educational Foundation Inc.

990 • Fiscal year 2020 • EIN 39-1711043

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 10, 2020

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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

46th percentile

4.4%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-42%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$777,543

Up $32,802 (+4.4%) from 2019

Net Assets

Up

$777,543

Up $32,802 (+4.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$102,036

Down $73,876 (-42%) from 2019

Expenses

Down

$83,301

Down $33,454 (-29%) from 2019

Net Income

Down

$18,735

Down $40,422 (-68%) from 2019

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

2020

Assets$777,543
Liabilities$0
Net Assets$777,543

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

2020

Revenue$102,036
Expenses$83,301
Net Income$18,735
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 10, 2020
Return Version
2019v5.1
Gross Receipts
$109,306
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$645,531$648,138▲ $2,607
Savings and Temporary Cash Investments$58,296$120,085▲ $61,789
Cash and Non-Interest-Bearing Accounts$39,914$7,820▼ $32,094
Prepaid Expenses and Deferred Charges-$500-
Total Assets$744,741$777,543▲ $32,802
Other Assets Total$1,000$1,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$545,328$542,713▼ $2,615
Net Assets Without Donor Restrictions$199,413$234,830▲ $35,417
Total Net Assets Fund Balance$744,741$777,543▲ $32,802
Total Liabilities and Net Assets / Fund Balance$744,741$777,543▲ $32,802
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sheri PellechiaChair
Debbie LockettVice Chair
Ann UbertExecutive Director
Dan MuehlenbachTrustee
Greg TreichelTrustee
Julie CarpenterTrustee
Ken EzrowTrustee
Mike JaniszewskiTrustee
Scott WellensTrustee
Kim LemenTrustee (thru 01/2020)
Cheryl WismanTrustee (thru 11/2019)
Paul MielkeSchool District Liason
Sandi BlackwellSecretary
Joel HerrigesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$85,217
Program Service Revenue
$0
Investment Income
$20,134
Other Revenue
$-3,315
All Other Contributions
$14,119
Change in Net Assets
$18,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,528
Other Expenses$9,773
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,854--$44,854
Grants to Domestic Individuals$28,674--$28,674
Fees for Service Investment Mgmnt Fees-$6,509-$6,509
Fees for Services Accounting-$1,520-$1,520
Insurance-$1,090-$1,090
Office Expenses-$600-$600
Fees for Services Legal-$54-$54
Total Functional Expenses$73,528$9,773$0$83,301
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton School DistrictSussex, WIHamilton School DistScholarships$44,854
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,420
Gaming Gross Income$3,305
Gaming Direct Expenses$1,850
Fundraising Gross Income$650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Dinner$71,748$650$5,420$-4,770
Total Events$71,748$650$5,420$-4,770
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 35% controlled entity
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
2020-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Ubert
Formed
1991
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
15

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058296
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120085
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/14 AMOUNT: 102103. DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 12/01/15 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. DESCRIPTION: UNSOLICITED DISTRIBUTION FROM CHARITABLE LEAD UNITRUST DATE: 10/01/18 AMOUNT: 84797.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt085217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089289
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt094245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0421254
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06491
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt075853
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81230
IRS990ScheduleA/PublicSupportPY170Pct00.85350
IRS990ScheduleA/PublicSupportTotal170Amt0407628
IRS990ScheduleA/SubstantialContributorsTotAmt013626
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt085217
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt094245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt082378
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0421254
IRS990ScheduleA/TotalSupportAmt0501834
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt04727
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/CharitableContributionsTotAmt071098
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt071098
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05420
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0650
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4770
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05420
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05420
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028674
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990ScheduleI/RecipientTable/CashGrantAmt044854
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. GRANT FUNDS ARE SENT TO THE SCHOOL DISTRICT AND BILLS ARE PRESENTED TO THE DISTRICT FOR PAYMENT.
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0744741
IRS990/TotalAssetsEOYAmt0777543
IRS990/TotalAssetsGrp/BOYAmt0744741
IRS990/TotalAssetsGrp/EOYAmt0777543
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt085217
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09773
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073528
IRS990/TotalFunctionalExpensesGrp/TotalAmt083301
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0744741
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0777543
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt073528
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016819
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102036
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0744741
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0777543
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 473
IRS990/USAddress/CityNm0SUSSEX
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0530890473
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.HAMILTONEDUCATIONFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN UBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02625381730

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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