Civic Intelligence

Badger Union High School Endowment Fund Inc.

990 • Fiscal year 2018 • EIN 39-1777503

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 27, 2019

Organization ProfileN/A
500 Commercial CTLake Geneva, WI 53147

(262) 248-3333

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

97th percentile

79%

Higher net margin than 97% 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

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

96th percentile

194%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$579,866

Up $104,470 (+22%) from 2017

Net Assets

Up

$579,866

Up $104,470 (+22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin97th percentile

Revenue

Up

$175,472

Up $115,765 (+194%) from 2017

Expenses

Down

$37,446

Down $1,565 (-4.0%) from 2017

Net Income

Up

$138,026

Up $117,330 (+567%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $190,938Liabilities 2011: $02011Assets 2012: $215,800Liabilities 2012: $02012Assets 2013: $272,468Liabilities 2013: $02013Assets 2014: $307,148Liabilities 2014: $0Net Assets 2014: $307,1482014Assets 2015: $375,499Liabilities 2015: $0Net Assets 2015: $375,4992015Assets 2016: $432,052Liabilities 2016: $0Net Assets 2016: $432,0522016Assets 2017: $475,396Liabilities 2017: $0Net Assets 2017: $475,3962017Assets 2018: $579,866Liabilities 2018: $0Net Assets 2018: $579,8662018Assets 2019: $756,796Liabilities 2019: $0Net Assets 2019: $756,7962019Assets 2020: $816,639Liabilities 2020: $900Net Assets 2020: $815,7392020Assets 2021: $966,209Liabilities 2021: $3,000Net Assets 2021: $963,2092021Assets 2022: $1,007,302Liabilities 2022: $10,500Net Assets 2022: $996,8022022Assets 2023: $1,121,031Liabilities 2023: $0Net Assets 2023: $1,121,0312023Assets 2024: $1,250,685Liabilities 2024: $0Net Assets 2024: $1,250,6852024

Highlighted filing

2018

Assets$579,866
Liabilities$0
Net Assets$579,866
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2011: $43,840Expenses 2011: $10,005Net Income 2011: $33,8352011Revenue 2012: $22,826Expenses 2012: $12,308Net Income 2012: $10,5182012Revenue 2013: $46,347Expenses 2013: $13,001Net Income 2013: $33,3462013Revenue 2014: $32,316Expenses 2014: $14,925Net Income 2014: $17,3912014Revenue 2015: $98,862Expenses 2015: $15,842Net Income 2015: $83,0202015Revenue 2016: $93,407Expenses 2016: $52,452Net Income 2016: $40,9552016Revenue 2017: $59,707Expenses 2017: $39,011Net Income 2017: $20,6962017Revenue 2018: $175,472Expenses 2018: $37,446Net Income 2018: $138,0262018Revenue 2019: $63,275Expenses 2019: $38,022Net Income 2019: $25,2532019Revenue 2020: $138,332Expenses 2020: $82,485Net Income 2020: $55,8472020Revenue 2021: $44,918Expenses 2021: $35,283Net Income 2021: $9,6352021Revenue 2022: $234,289Expenses 2022: $30,888Net Income 2022: $203,4012022Revenue 2023: $70,412Expenses 2023: $22,480Net Income 2023: $47,9322023Revenue 2024: $118,336Expenses 2024: $17,842Net Income 2024: $100,4942024

Highlighted filing

2018

Revenue$175,472
Expenses$37,446
Net Income$138,026
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 27, 2019
Return Version
2018v3.1
Gross Receipts
$175,472
Mission and Program Overview

Mission

Raise funds for scholarships to students

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$428,455$415,443▼ $13,012
Cash and Non-Interest-Bearing Accounts$46,941$164,423▲ $117,482
Total Assets$475,396$579,866▲ $104,470
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$417,368$413,576▼ $3,792
Unrestricted Net Assets$58,028$166,290▲ $108,262
Total Net Assets Fund Balance$475,396$579,866▲ $104,470
Total Liabilities and Net Assets / Fund Balance$475,396$579,866▲ $104,470
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Richard TorhorstPresident
Jeff BuntrockVice President
James GottingerDirector
Joseph RailtonDirector
Russ TronsenDirector
Steven J LoisDirector
Warren FlitcroftDirector
Marie CollinsSecretary
Jon S ChamberlainTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$152,183
Program Service Revenue
$0
Investment Income
$23,289
Other Revenue
$0
All Other Contributions
$152,183
Change in Net Assets
$138,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,700
Other Expenses$2,746
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$34,700--$34,700
Fees for Services Other-$2,746-$2,746
Total Functional Expenses$34,700$2,746$0$37,446
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
Annual disclosure for covered persons
Yes
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
Yes
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 8B

“Minutes are kept of every board meeting”

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

“The form 990 is approved at the annual meeting prior to filing the return”

Form 990, Part VI, Section B, Line 12C

“All board members acknowledge any conflicts at the annual meeting or as they arise.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Badger Union High School Endowment Fund
EIN
39-1777503
Phone
2622483333
Address
500 COMMERCIAL CT, LAKE GENEVA, WI 53147

Signing Officer

Name
Richard Torhorst
Title
President
Phone
2622483333
Signed
2019-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Torhorst
Formed
1995
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Chamberlain & Henningfield Cpas
Address
PO BOX 1119, LAKE GENEVA, WI 53147
Preparer
Jon S Chamberlain CPA
Phone
2622491100
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

“WI”

Raw XML Appendix356 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES ARE KEPT OF EVERY BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS APPROVED AT THE ANNUAL MEETING PRIOR TO FILING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ACKNOWLEDGE ANY CONFLICTS AT THE ANNUAL MEETING OR AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 13A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034700
IRS990/TotalFunctionalExpensesGrp/TotalAmt037446
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0475396
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0579866
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034700
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt023289
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175472
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0475396
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0579866
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt058028
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0166290
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 COMMERCIAL CT
IRS990/USAddress/CityNm0LAKE GENEVA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053147
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TORHORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02622483333
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BADGER UNION HIGH SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0BADG
ReturnHeader/Filer/EIN0391777503
ReturnHeader/Filer/PhoneNum02622483333
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 COMMERCIAL CT
ReturnHeader/Filer/USAddress/CityNm0LAKE GENEVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053147
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03223E722530284767722B805ED5FDA80CFA57069
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.87.119.234
ReturnHeader/FilingSecurityInformation/IPDt02019-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:53:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391971296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAMBERLAIN & HENNINGFIELD CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1119
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE GENEVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053147
ReturnHeader/PreparerPersonGrp/PhoneNum02622491100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON S CHAMBERLAIN CPA
ReturnHeader/ReturnTs02019-04-30T15:20:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$579,866
Liabilities
$0
Net assets
$579,866
Revenue
$175,472
Expenses
$37,446
Net income
$138,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.12$0.02$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.07$0.02$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.01$1.00$0.23$0.03$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.96$0.04$0.04$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.14$0.08$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.06$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.18$0.04$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.06$0.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.09$0.05$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$0.10$0.02$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.03$0.01$0.02
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.05$0.01$0.03
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.04$0.01$0.03