Civic Intelligence

Holmen Education Foundation Inc.

990EZ • Fiscal year 2015 • EIN 39-1805719

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

Organization ProfileWWW.HOLMENAREAFOUNDATION.ORG
PO Box 432Holmen, WI 54636

(608) 781-8712

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

50th percentile

1.8%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

35th percentile

-8.5%

Faster revenue growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$436,775

Up $7,541 (+1.8%) from 2014

Net Assets

Up

$419,455

Up $7,541 (+1.8%) from 2014

Liabilities

Flat

$17,320

Flat from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin64th percentile

Revenue

Down

$76,084

Down $7,036 (-8.5%) from 2014

Expenses

Up

$68,128

Up $39,024 (+134%) from 2014

Net Income

Down

$7,956

Down $46,060 (-85%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2011: $328,861Liabilities 2011: $31,9172011Assets 2012: $363,286Liabilities 2012: $32,6122012Assets 2013: $376,742Liabilities 2013: $32,612Net Assets 2013: $344,1302013Assets 2014: $429,234Liabilities 2014: $17,320Net Assets 2014: $411,9142014Assets 2015: $436,775Liabilities 2015: $17,320Net Assets 2015: $419,4552015Assets 2016: $351,276Liabilities 2016: $17,320Net Assets 2016: $333,9562016Assets 2017: $343,425Liabilities 2017: $17,320Net Assets 2017: $326,1052017Assets 2018: $302,637Liabilities 2018: $18,020Net Assets 2018: $284,6172018Assets 2019: $409,633Liabilities 2019: $35,669Net Assets 2019: $373,9642019Assets 2020: $493,807Liabilities 2020: $79,430Net Assets 2020: $414,3772020Assets 2021: $451,524Liabilities 2021: $71,517Net Assets 2021: $380,0072021Assets 2022: $492,235Liabilities 2022: $61,880Net Assets 2022: $430,3552022Assets 2023: $433,433Liabilities 2023: $18,417Net Assets 2023: $415,0162023Assets 2024: $420,009Liabilities 2024: $1,338Net Assets 2024: $418,6712024Assets 2025: $400,885Liabilities 2025: $690Net Assets 2025: $400,1952025

Highlighted filing

2015

Assets$436,775
Liabilities$17,320
Net Assets$419,455
Open 2015 Filing

Operations Trend

Revenue Growth35th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $67,612Expenses 2011: $57,233Net Income 2011: $10,3792011Revenue 2012: $84,218Expenses 2012: $53,585Net Income 2012: $30,6332012Revenue 2013: $67,420Expenses 2013: $58,310Net Income 2013: $9,1102013Revenue 2014: $83,120Expenses 2014: $29,104Net Income 2014: $54,0162014Revenue 2015: $76,084Expenses 2015: $68,128Net Income 2015: $7,9562015Revenue 2016: $161,299Expenses 2016: $238,824Net Income 2016: -$77,5252016Revenue 2017: $91,918Expenses 2017: $104,585Net Income 2017: -$12,6672017Revenue 2018: $55,619Expenses 2018: $98,810Net Income 2018: -$43,1912018Revenue 2019: $135,849Expenses 2019: $50,146Net Income 2019: $85,7032019Revenue 2020: $90,242Expenses 2020: $51,937Net Income 2020: $38,3052020Revenue 2021: $69,390Expenses 2021: $126,141Net Income 2021: -$56,7512021Revenue 2022: $210,754Expenses 2022: $119,235Net Income 2022: $91,5192022Revenue 2023: $116,539Expenses 2023: $138,499Net Income 2023: -$21,9602023Revenue 2024: $49,051Expenses 2024: $76,278Net Income 2024: -$27,2272024Revenue 2025: $67,210Expenses 2025: $96,459Net Income 2025: -$29,2492025

Highlighted filing

2015

Revenue$76,084
Expenses$68,128
Net Income$7,956
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$164,450
Mission and Program Overview

Mission

The mission of the holmen area foundation is to serve as an active community leader that supports:-a financial commitment to education and community betterment-collaborative partnership-educational excellence-civic growth-enjoyment of the arts-recreational activities-respect for diversity

The mission of the holmen area foundation is to serve as an active community leader that supports: -a financial commitment to education and community betterment -collaborative partnership -educational excellence -civic growth -enjoyment of the arts -recreational activities -respect for diversity

Program Services

DescriptionGrantsExpenses
GRANTS PAID TO SUPPORT EDUCATIONAL AND CIVIC EFFORTS IN THE HOLMEN AREA$38,509$68,128
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICKI LYONSPresident-$0--
DAVE JUSTUSPresident El-$0--
KIM RADTKESecretary-$0--
AARON YOUNGERBERGTreasurer-$0--
RUTH SCHOLZEPast Preside-$0--
DR KRISTIN MUELLEREx Officio-$0--
LARRY BODINDirector-$0--
LIZZ BOECKERDirector-$0--
LLOYD DRESENDirector-$0--
FATHER DEL MALINDirector-$0--
KAREN MCCATHIEDirector-$0--
STEVEN OLSONDirector-$0--
MARILYN PEDRETTIDirector-$0--
BARRY PLOESSLDirector-$0--
MARK PRZYWOJSKIDirector-$0--
VINCENT RUGERDirector-$0--
PAT STEPHENSDirector-$0--
TODD TRAUTMANNDirector-$0--
BRIAN WEBERDirector-$0--
MARY LIN WERSHOFENDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bistate Wrestli$57,576$57,576$50,264$7,312
Holmen Middle S$37,449$37,449$22,774$14,675
Total Events$126,553$126,553$87,381$39,172
Filing and Contact Details

Filer

Filer Name
Holmen Education Foundation Inc
EIN
39-1805719
Address
PO BOX 432, HOLMEN, WI 54636

Signing Officer

Name
Aaron Youngerberg
Title
Treasurer
Signed
2016-05-15

Preparer

Firm
Jrm Cpas
Address
2511 MAIN ST STE 101, ONALASKA, WI 54650-6759
Preparer
Edward R Jaekel
Phone
6087818712
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Viking fund p.o. Box 432 holmen, wi 54636 8,326 0 0 holmen middle school education fund p.o. Box 432 holmen, wi 54636 14,260 0 0 scholarships p.o. Box 432 holmen, wi 54636 5,550 0 0”

Form 990-ez, Part I, Line 16

“Expenses 5,998 3,009 1,128 total 10,135”

Form 990-ez, Part I, Line 20

“Unrealized losses on investments -415”

Form 990-ez, Part II, Line 26

“Mat project obligation 17,320 17,320”

Form 990-ez, Part III

“The mission of the holmen area foundation is to serve as an active community leader that supports: -a financial commitment to education and community betterment -collaborative partnership -educational excellence -civic growth -enjoyment of the arts -recreational activities -respect for diversity”

Raw XML Appendix231 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VIKING FUND P.O. BOX 432 HOLMEN, WI 54636 8,326 0 0 HOLMEN MIDDLE SCHOOL EDUCATION FUND P.O. BOX 432 HOLMEN, WI 54636 14,260 0 0 SCHOLARSHIPS P.O. BOX 432 HOLMEN, WI 54636 5,550 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 5,998 3,009 1,128 TOTAL 10,135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSSES ON INVESTMENTS -415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAT PROJECT OBLIGATION 17,320 17,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MISSION OF THE HOLMEN AREA FOUNDATION IS TO SERVE AS AN ACTIVE COMMUNITY LEADER THAT SUPPORTS: -A FINANCIAL COMMITMENT TO EDUCATION AND COMMUNITY BETTERMENT -COLLABORATIVE PARTNERSHIP -EDUCATIONAL EXCELLENCE -CIVIC GROWTH -ENJOYMENT OF THE ARTS -RECREATIONAL ACTIVITIES -RESPECT FOR DIVERSITY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546506759
ReturnHeader/PreparerPersonGrp/PhoneNum06087818712
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD R JAEKEL
ReturnHeader/ReturnTs02016-05-13T15:23:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$436,775
Liabilities
$17,320
Net assets
$419,455
Revenue
$76,084
Expenses
$68,128
Net income
$7,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.01$0.01$4.00$0.67$0.96$0.29
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.01$4.19$0.49$0.76$0.27
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.18$4.15$1.17$1.38$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.92$0.62$4.30$2.11$1.19$0.92
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.72$3.80$0.69$1.26$0.57
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.79$4.14$0.90$0.52$0.38
2019Detailed filing. Detailed filing data is available for this year.$4.10$0.36$3.74$1.36$0.50$0.86
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.18$2.85$0.56$0.99$0.43
2017Detailed filing. Detailed filing data is available for this year.$3.43$0.17$3.26$0.92$1.05$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.51$0.17$3.34$1.61$2.39$0.78
2015Detailed filing. Detailed filing data is available for this year.$4.37$0.17$4.19$0.76$0.68$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.17$4.12$0.83$0.29$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.33$3.44$0.67$0.58$0.09
2012Summary only. Only limited summary data is available for this year.$3.63$0.33$0.84$0.54$0.31
2011Summary only. Only limited summary data is available for this year.$3.29$0.32$0.68$0.57$0.10