Civic Intelligence

Badger Union High School Endowment Fund Inc.

990 • Fiscal year 2022 • EIN 39-1777503

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

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

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

57th percentile

4.3%

Faster asset growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

422%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,007,302

Up $41,093 (+4.3%) from 2021

Net Assets

Up

$996,802

Up $33,593 (+3.5%) from 2021

Liabilities

Up

$10,500

Up $7,500 (+250%) from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin97th percentile

Revenue

Up

$234,289

Up $189,371 (+422%) from 2021

Expenses

Down

$30,888

Down $4,395 (-12%) from 2021

Net Income

Up

$203,401

Up $193,766 (+2011%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2022

Assets$1,007,302
Liabilities$10,500
Net Assets$996,802
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$234,289
Expenses$30,888
Net Income$203,401
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Gross Receipts
$234,289
Mission and Program Overview

Mission

Award scholarships to students

Raise funds for scholarships to students

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$802,030$751,478▼ $50,552
Cash and Non-Interest-Bearing Accounts$164,179$255,824▲ $91,645
Total Assets$966,209$1,007,302▲ $41,093
Liabilities
Accounts Payable and Accrued Expenses$3,000$10,500▲ $7,500
Total Liabilities$3,000$10,500▲ $7,500
Net Assets / Fund Balance
Net Assets With Donor Restrictions$916,053$955,326▲ $39,273
Net Assets Without Donor Restrictions$47,156$41,476▼ $5,680
Total Net Assets Fund Balance$963,209$996,802▲ $33,593
Total Liabilities and Net Assets / Fund Balance$966,209$1,007,302▲ $41,093

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$655,710$205,700▼ $48,699-$793,690
2021$623,144$12,100▲ $38,946-$655,710
2020$581,750$27,900▲ $36,758-$623,144
2019$511,732$21,950▲ $66,577-$581,750
2018$417,375$121,600▼ $11,810-$511,732
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Richard TorhorstPresident
Jeff BuntrockVice President
George ChironisDirector
James GottingerDirector
Jenny StrausDirector
Robin KokodynskiDirector
Steven J LoisDirector
Marie CollinsSecretary
Jon S ChamberlainTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,446
Program Service Revenue
$0
Investment Income
$24,843
Other Revenue
$0
All Other Contributions
$209,446
Change in Net Assets
$203,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,595
Other Expenses$4,293
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,595--$26,595
Other Expenses-$4,293-$4,293
Total Functional Expenses$26,595$4,293$0$30,888
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 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
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
2023-04-28
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 Otte Cpas Llp
Address
421 BROAD ST SUITE 100, LAKE GENEVA, WI 53147
Preparer
Jon S Chamberlain CPA
Phone
2622491100
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

“WI”

FORM 990, PART XI, LINE 9:

“Change in restricted net assets -98,706.”

Financial Statement Notes

PART V, LINE 4:

“Earnings will be used to fund scholarships”

Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0205700
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0793690
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-14495
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-48699
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-3810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0623144
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0655710
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-15300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-3639
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0581750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt027900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0623144
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-19625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036758
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-3264
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0511732
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt021950
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0581750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-15425
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt066577
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-3133
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0417375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0121600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0511732
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-12300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-11810
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS WILL BE USED TO FUND SCHOLARSHIPS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014495
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt070
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A SPREADSHEET IS MAINTAINED SHOWING THE AMOUNT GIVEN TO EACH SCHOLARSHIP RECIPIENT AND WHETHER OR NOT THEY MET THE CRITERIA FOR THE SCHOLARSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WI
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/ExplanationTxt5CHANGE IN RESTRICTED NET ASSETS -98,706.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 13A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0966209
IRS990/TotalAssetsEOYAmt01007302
IRS990/TotalAssetsGrp/BOYAmt0966209
IRS990/TotalAssetsGrp/EOYAmt01007302
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0209446
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04293
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026595
IRS990/TotalFunctionalExpensesGrp/TotalAmt030888
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03000
IRS990/TotalLiabilitiesEOYAmt010500
IRS990/TotalLiabilitiesGrp/BOYAmt03000
IRS990/TotalLiabilitiesGrp/EOYAmt010500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0963209
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0996802
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026595
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024843
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0234289
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0966209
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01007302
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TORHORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02622483333
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-28
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391971296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAMBERLAIN OTTE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 BROAD ST SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE GENEVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053147
ReturnHeader/PreparerPersonGrp/PhoneNum02622491100

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,007,302
Liabilities
$10,500
Net assets
$996,802
Revenue
$234,289
Expenses
$30,888
Net income
$203,401
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
2022Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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