Civic Intelligence

Hamilton Educational Foundation Inc.

990 • Fiscal year 2021 • EIN 39-1711043

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 18, 2021

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

81st percentile

40%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

70th percentile

25%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$974,415

Up $196,872 (+25%) from 2020

Net Assets

Up

$974,415

Up $196,872 (+25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$71,584

Down $30,452 (-30%) from 2020

Expenses

Down

$42,919

Down $40,382 (-48%) from 2020

Net Income

Up

$28,665

Up $9,930 (+53%) from 2020

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

2021

Assets$974,415
Liabilities$0
Net Assets$974,415

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

2021

Revenue$71,584
Expenses$42,919
Net Income$28,665
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 18, 2021
Return Version
2020v4.1
Gross Receipts
$75,581
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$648,138$832,467▲ $184,329
Savings and Temporary Cash Investments$120,085$135,096▲ $15,011
Cash and Non-Interest-Bearing Accounts$7,820$5,852▼ $1,968
Prepaid Expenses and Deferred Charges$500$1,000▲ $500
Total Assets$777,543$974,415▲ $196,872
Other Assets Total$1,000$0▼ $1,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$542,713$660,851▲ $118,138
Net Assets Without Donor Restrictions$234,830$313,564▲ $78,734
Total Net Assets Fund Balance$777,543$974,415▲ $196,872
Total Liabilities and Net Assets / Fund Balance$777,543$974,415▲ $196,872
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sheri PellechiaChair
Scott WellensVice Chair
Ann UbertExecutive Director
Dan MuehlenbachTrustee
Fritz KiddTrustee
Greg TreichelTrustee
Julie CarpenterTrustee
Ken EzrowTrustee
Kirk LangenkampTrustee
Kristen KiddTrustee
Mike JaniszewskiTrustee
Tom SeilerTrustee
Paul MielkeSchool District Liason
Sandi BlackwellSecretary
Joel HerrigesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,863
Program Service Revenue
$0
Investment Income
$9,678
Other Revenue
$-3,957
All Other Contributions
$12,319
Change in Net Assets
$28,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,732
Other Expenses$15,187
Total Fundraising Expense$655
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,906--$20,906
Fees for Service Investment Mgmnt Fees-$7,270-$7,270
Grants to Domestic Orgs$6,826--$6,826
All Other Expenses-$2,985-$2,985
Office Expenses-$1,189$655$1,844
Fees for Services Accounting-$1,540-$1,540
Insurance-$1,140-$1,140
Fees for Services Other-$408-$408
Total Functional Expenses$27,732$14,532$655$42,919
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamilton School DistrictSussex, WIHamilton School DistTo Support the Educators in the Classroom$6,826
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,946
Gaming Direct Expenses$51
Gaming Gross Income$40
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction Dinner$53,544-$3,946-
Total Events$53,544-$3,946$-3,946
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 A, Line 2

Board trustees fritz kidd and kristen kidd have a family relationship.

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
2021-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Ubert
Formed
1991
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
16

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PLACE SUITE 300, MADISON, WI 53713
Preparer
Jenny Tarkowski CPA
Phone
6082744020
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IRS990/PYOtherExpensesAmt09773
IRS990/PYOtherRevenueAmt0-3315
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt018735
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt083301
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0102036
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028665
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120085
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0135096
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: 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/CurrentTaxYearAmt065863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089289
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt094245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0404739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010080
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt079040
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79040
IRS990ScheduleA/PublicSupportPY170Pct00.81230
IRS990ScheduleA/PublicSupportTotal170Amt0382391
IRS990ScheduleA/SubstantialContributorsTotAmt022348
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065863
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085217
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt070125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt094245
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0404739
IRS990ScheduleA/TotalSupportAmt0483779
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/CharitableContributionsTotAmt053544
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt053544
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03946
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053544
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053544
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3946
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03946
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03946
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt14906
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1STARS GRANT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt115
IRS990ScheduleI/RecipientTable/CashGrantAmt06826
IRS990ScheduleI/RecipientTable/IRCSectionDesc0HAMILTON SCHOOL DIST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE EDUCATORS IN THE CLASSROOM
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 SET TO THE SCHOOL DISTRICT AND BILLS ARE PRESENTED TO THE DISTRICT FOR PAYMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD TRUSTEES FRITZ KIDD AND KRISTEN KIDD HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt0777543
IRS990/TotalAssetsEOYAmt0974415
IRS990/TotalAssetsGrp/BOYAmt0777543
IRS990/TotalAssetsGrp/EOYAmt0974415
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt065863
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0655
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014532
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027732
IRS990/TotalFunctionalExpensesGrp/TotalAmt042919
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0777543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0974415
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027732
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05721
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071584
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0777543
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0974415
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00

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