Civic Intelligence

Ephraim Foundation Heritage Fund Inc

EIN 39-1743181 • 501(c)3 • Ephraim, WI

Profile

To create an endowment to provide operating funds for the ephraim historical foundation, inc.

PO Box 165Ephraim, WI 54211-0165

www.ephraim.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

93rd percentile

60%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1216%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,808,091

Up $2,548,241 (+60%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,808,091

Up $2,548,241 (+60%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin97th percentile

Revenue

Up

$2,356,267

Up $2,177,159 (+1216%) from 2023

Expenses

Up

$240,030

Up $57,790 (+32%) from 2023

Net Income

Up

$2,116,237

Up $2,119,369 (+67668%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,618,139Liabilities 2010: $0Net Assets 2010: $1,618,1392010Assets 2011: $1,545,565Liabilities 2011: $0Net Assets 2011: $1,545,5652011Assets 2012: $1,721,905Liabilities 2012: $0Net Assets 2012: $1,721,9052012Assets 2013: $2,417,895Liabilities 2013: $0Net Assets 2013: $2,417,8952013Assets 2014: $2,727,201Liabilities 2014: $0Net Assets 2014: $2,727,2012014Assets 2015: $2,691,069Liabilities 2015: $0Net Assets 2015: $2,691,0692015Assets 2016: $3,011,258Liabilities 2016: $0Net Assets 2016: $3,011,2582016Assets 2017: $3,165,870Liabilities 2017: $0Net Assets 2017: $3,165,8702017Assets 2018: $3,310,850Liabilities 2018: $0Net Assets 2018: $3,310,8502018Assets 2019: $3,212,629Liabilities 2019: $0Net Assets 2019: $3,212,6292019Assets 2020: $3,220,756Liabilities 2020: $0Net Assets 2020: $3,220,7562020Assets 2021: $4,130,853Liabilities 2021: $0Net Assets 2021: $4,130,8532021Assets 2022: $3,968,198Liabilities 2022: $0Net Assets 2022: $3,968,1982022Assets 2023: $4,259,850Liabilities 2023: $0Net Assets 2023: $4,259,8502023Assets 2024: $6,808,091Liabilities 2024: $0Net Assets 2024: $6,808,0912024

Highlighted filing

2024

Assets$6,808,091
Liabilities$0
Net Assets$6,808,091
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $5,4802010Expenses 2011: $89,0142011Expenses 2012: $89,7682012Revenue 2013: $787,215Expenses 2013: $95,272Net Income 2013: $691,9432013Revenue 2014: $290,072Expenses 2014: $101,117Net Income 2014: $188,9552014Revenue 2015: $207,282Expenses 2015: $109,530Net Income 2015: $97,7522015Revenue 2016: $276,375Expenses 2016: $151,785Net Income 2016: $124,5902016Revenue 2017: $108,764Expenses 2017: $150,767Net Income 2017: -$42,0032017Revenue 2018: $229,743Expenses 2018: $137,258Net Income 2018: $92,4852018Revenue 2019: $174,687Expenses 2019: $146,545Net Income 2019: $28,1422019Revenue 2020: $137,635Expenses 2020: $133,625Net Income 2020: $4,0102020Revenue 2021: $720,351Expenses 2021: $131,402Net Income 2021: $588,9492021Revenue 2022: $572,205Expenses 2022: $257,846Net Income 2022: $314,3592022Revenue 2023: $179,108Expenses 2023: $182,240Net Income 2023: -$3,1322023Revenue 2024: $2,356,267Expenses 2024: $240,030Net Income 2024: $2,116,2372024

Highlighted filing

2024

Revenue$2,356,267
Expenses$240,030
Net Income$2,116,237
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,808,091
Liabilities
$0
Net assets
$6,808,091
Revenue
$2,356,267
Expenses
$240,030
Net income
$2,116,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$2.36$0.24$2.12
2023Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.18$0.18$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$0.57$0.26$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.72$0.13$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.14$0.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.17$0.15$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.23$0.14$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.11$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.28$0.15$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.21$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.29$0.10$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.00$2.42$0.79$0.10$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 29, 2025
Return Version
2023v6.0
Gross Receipts
$2,425,272
Mission and Program Overview

Mission

To create an endowment to provide operating funds for the ephraim historical foundation, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,206,465$6,694,657▲ $2,488,192
Accounts Receivable$21,595$81,644▲ $60,049
Cash and Non-Interest-Bearing Accounts$31,790$31,790→ $0
Total Assets$4,259,850$6,808,091▲ $2,548,241
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,836,879$5,211,638▲ $2,374,759
Net Assets Without Donor Restrictions$1,422,971$1,596,453▲ $173,482
Total Net Assets Fund Balance$4,259,850$6,808,091▲ $2,548,241
Total Liabilities and Net Assets / Fund Balance$4,259,850$6,808,091▲ $2,548,241

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,259,848$2,060,049▲ $697,607$209,413$6,808,091
2023$3,968,196$21,595▲ $425,307$155,250$4,259,848
2022$4,130,851$259,231▼ $191,476$230,410$3,968,196
2021$3,220,754$415,025▲ $602,772$107,700$4,130,851
2020$3,212,629$7,350▲ $112,815$112,040$3,220,754
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Cody SchreckAssistant Treasurer/secretaryPT$61,208$61,208

Board Members and Trustees

NameTitle
Anthony BeadellPresident
Marjorie GlennVice President
George DrostDirector
Larry BalistreriDirector
Marilyn CushingDirector
Richard L ChristensenDirector
Richard VolkmannDirector
Sally JacobsonDirector
Tom BoldtDirector
James W RankinSecretary
William F SchumannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,060,049
Program Service Revenue
$0
Investment Income
$296,218
Other Revenue
$0
All Other Contributions
$2,060,049
Change in Net Assets
$2,116,237
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$209,413
Other Expenses$30,617
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$209,413--$209,413
Fees for Service Investment Mgmnt Fees-$30,617-$30,617
Total Functional Expenses$209,413$30,617$0$240,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ephraim Historical Foundation IncEphraim, WI501(c)(3)Operations$209,413
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The ephraim historical foundation is the sole voting member of the ephraim foundation heritage fund.”

Form 990, Part VI, Section A, Line 7A

“The heritage fund board of directors (but not the election of officers) are subject to approval by the foundation.”

Form 990, Part VI, Section A, Line 7B

“The foundation provides input as to the disbursement of funds out of the heritage fund's assets.”

Form 990, Part VI, Section B, Line 11B

“The executive director and treasurer review and approve from 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available to the public opinion upon request.”

Filing and Contact Details

Filer

Filer Name
Ephraim Foundation Heritage Fund Inc
EIN
39-1743181
Phone
9208549688
Address
PO BOX 165, EPHRAIM, WI 54211-0165

Signing Officer

Name
Cody Schreck
Title
Executive Director
Phone
9208549688
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cody Schreck
Formed
1993
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is maintained by the ephraim foundation heritage fund, inc. To provide long-term support for the ephraim historical foundation, inc.”

Raw XML AppendixShowing 400 of 450 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt021595
IRS990/AccountsReceivableGrp/EOYAmt081644
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CREATE AN ENDOWMENT TO PROVIDE OPERATING FUNDS FOR THE EPHRAIM HISTORICAL FOUNDATION, INC.
IRS990/AllOtherContributionsAmt02060049
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM SCHUMANN
IRS990/BooksInCareOfDetail/PhoneNum09208549688
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03060 ANDERSON LANE PO BOX 165
IRS990/BooksInCareOfDetail/USAddress/CityNm0EPHRAIM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054211
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt031790
IRS990/CashNonInterestBearingGrp/EOYAmt031790
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02060049
IRS990/CYGrantsAndSimilarPaidAmt0209413
IRS990/CYInvestmentIncomeAmt0296218
IRS990/CYOtherExpensesAmt030617
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02116237
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0240030
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02356267
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ORGANIZATION MAINTAINS AN ENDOWMENT FUND TO PROVIDE FUNDS TO THE EPHRAIM HISTORICAL FOUNDATION,INC. FOR ITS OPERATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02836879
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05211638
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0209413
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt030617
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030617
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt022.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt022.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0CODY SCHRECK
IRS990/Form990PartVIISectionAGrp/PersonNm1ANTHONY BEADELL
IRS990/Form990PartVIISectionAGrp/PersonNm2MARJORIE GLENN
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM F SCHUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES W RANKIN
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY BALISTRERI
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM BOLDT
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD L CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8MARILYN CUSHING
IRS990/Form990PartVIISectionAGrp/PersonNm9GEORGE DROST
IRS990/Form990PartVIISectionAGrp/PersonNm10SALLY JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD VOLKMANN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt061208
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0ASSISTANT TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt089510
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0209413
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0209413
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0209413
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0158515
IRS990/GrossReceiptsAmt02425272
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0206708
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0206708
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04206465
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06694657
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt069005
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE AN ENDOWMENT TO PROVIDE OPERATING FUNDS FOR THE EPHRAIM HISTORICAL FOUNDATION, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04259850
IRS990/NetAssetsOrFundBalancesEOYAmt06808091
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt089510
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt089510
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0432004
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01422971
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01596453
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CODY SCHRECK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021595
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0155250
IRS990/PYInvestmentIncomeAmt0157513
IRS990/PYOtherExpensesAmt026990
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3132
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0182240
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0179108
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02116237
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396075684
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0209413
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPHRAIM HISTORICAL FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0209413
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
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.23450
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04259848
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02060049
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06808091
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0697607
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0209413
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03968196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04259848
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0425307
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0155250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04130851
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0259231
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03968196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-191476
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0230410
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03220754
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0415025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04130851
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0602772
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0107700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03212629
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07350
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03220754
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112815
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0112040
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.68170
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS MAINTAINED BY THE EPHRAIM FOUNDATION HERITAGE FUND, INC. TO PROVIDE LONG-TERM SUPPORT FOR THE EPHRAIM HISTORICAL FOUNDATION, INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08380
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0209413
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPHRAIM HISTORICAL FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0396075684
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 165
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EPHRAIM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054211
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES OPERATING GRANTS TO EPHRAIM HISTORICAL FOUNDATION, INC. A 501(C)(3) ORGANIZATION, WHICH IS A SUPPORTED AND RELATED ORGANIZATION. THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDANT ACCOUNTANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EPHRAIM HISTORICAL FOUNDATION IS THE SOLE VOTING MEMBER OF THE EPHRAIM FOUNDATION HERITAGE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE HERITAGE FUND BOARD OF DIRECTORS (BUT NOT THE ELECTION OF OFFICERS) ARE SUBJECT TO APPROVAL BY THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION PROVIDES INPUT AS TO THE DISBURSEMENT OF FUNDS OUT OF THE HERITAGE FUND'S ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR AND TREASURER REVIEW AND APPROVE FROM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC OPINION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EPHRAIM HISTORICAL FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396075684
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CULTURAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 165
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EPHRAIM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054211
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04259850
IRS990/TotalAssetsEOYAmt06808091
IRS990/TotalAssetsGrp/BOYAmt04259850
IRS990/TotalAssetsGrp/EOYAmt06808091
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02060049
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030617
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0209413
IRS990/TotalFunctionalExpensesGrp/TotalAmt0240030
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04259850
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06808091
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0209413

Document Assets

No mirrored PDF or thumbnail assets are attached yet.