Civic Intelligence

Onalaska Foundation for Educational Excellence Inc.

990EZ • Fiscal year 2023 • EIN 39-1934475

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

237 2nd Ave SOnalaska, WI 54650

(608) 769-7797

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-117%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-17%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$373,890

Down $79,025 (-17%) from 2022

Net Assets

Down

$373,890

Down $79,025 (-17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$89,988

Down $90,141 (-50%) from 2022

Expenses

Up

$194,854

Up $42,122 (+28%) from 2022

Net Income

Down

-$104,866

Down $132,263 (-483%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $238,778Liabilities 2011: $02011Assets 2012: $293,824Liabilities 2012: $02012Assets 2013: $372,885Liabilities 2013: $0Net Assets 2013: $372,8852013Assets 2014: $417,085Liabilities 2014: $0Net Assets 2014: $417,0852014Assets 2015: $420,502Liabilities 2015: $19,514Net Assets 2015: $400,9882015Assets 2016: $465,592Liabilities 2016: $9,4932016Assets 2017: $533,705Liabilities 2017: $11,652Net Assets 2017: $522,0532017Assets 2018: $529,886Liabilities 2018: $0Net Assets 2018: $529,8862018Assets 2019: $599,579Liabilities 2019: $0Net Assets 2019: $599,5792019Assets 2020: $446,754Liabilities 2020: $02020Assets 2021: $486,739Liabilities 2021: $0Net Assets 2021: $486,7392021Assets 2022: $452,915Liabilities 2022: $0Net Assets 2022: $452,9152022Assets 2023: $373,890Liabilities 2023: $0Net Assets 2023: $373,8902023Assets 2024: $77,237Liabilities 2024: $0Net Assets 2024: $77,2372024

Highlighted filing

2023

Assets$373,890
Liabilities$0
Net Assets$373,890

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $52,624Expenses 2011: $17,035Net Income 2011: $35,5892011Revenue 2012: $63,913Expenses 2012: $31,292Net Income 2012: $32,6212012Revenue 2013: $56,117Expenses 2013: $23,933Net Income 2013: $32,1842013Revenue 2014: $66,156Expenses 2014: $38,461Net Income 2014: $27,6952014Revenue 2015: $52,419Expenses 2015: $55,544Net Income 2015: -$3,1252015Revenue 2016: $81,731Expenses 2016: $44,744Net Income 2016: $36,9872016Revenue 2017: $107,522Expenses 2017: $41,568Net Income 2017: $65,9542017Revenue 2018: $73,327Expenses 2018: $30,819Net Income 2018: $42,5082018Revenue 2019: $57,979Expenses 2019: $49,635Net Income 2019: $8,3442019Revenue 2020: $56,132Expenses 2020: $228,346Net Income 2020: -$172,2142020Revenue 2021: $55,033Expenses 2021: $57,828Net Income 2021: -$2,7952021Revenue 2022: $180,129Expenses 2022: $152,732Net Income 2022: $27,3972022Revenue 2023: $89,988Expenses 2023: $194,854Net Income 2023: -$104,8662023Revenue 2024: $87,778Expenses 2024: $406,780Net Income 2024: -$319,0022024

Highlighted filing

2023

Revenue$89,988
Expenses$194,854
Net Income-$104,866
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Gross Receipts
$97,153
Mission and Program Overview

Mission

Support for educational programs for Onalaska students

Support educational programs for onalaska students.

Program Services

DescriptionGrantsExpenses
ACTS OF KINDNESS ENDOWMENT - ESTABLISHED AN ENDOWMENT AT THE LA CROSSE COMMUNITY FOUNDATION FOR FUTURE ACTS OF KINDNESS EXPENSES$150,550$150,550
GENERAL FUNDING - TASTE EVENT THAT HELPS SUPPORT STUDENTS AND TEACHERS WITH GRANTS$30,873$36,803
ACTS OF KINDNESS - FUNDS USED FOR STUDENTS IN NEED SUCH AS PROGRAM FEES, CLOTHING AND OTHER SCHOOL SUPPLIES.$7,501$7,501
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACI BREITPresident-$0--
HEATHER CHIALVice Preside-$0--
KRISTIN BORNSecretary-$0--
ANGELA MUTCHTreasurer-$0--
MELISSA DEBOERDirector-$0--
RJ OCHSNERDirector-$0--
KENT ELLICKSONDirector-$0--
DEBBIE HOSCHDirector-$0--
ANGELA KOBLITZDirector-$0--
RYAN SHERRYDirector-$0--
PATRICIA STELLFLUEDirector-$0--
BENJAMIN BAINDirector-$0--
FAYME EVENSONDirector-$0--
SUPRLYA DALTHANKARDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Onalas$40,575$40,575$7,165$33,410
Total Events$40,575$40,575$7,165$33,410
Filing and Contact Details

Filer

Filer Name
Onalaska Foundation for Educational
EIN
39-1934475
Phone
6087697797
Address
237 2ND AVE S, ONALASKA, WI 54650

Signing Officer

Name
Angela Mutch
Title
Treasurer
Phone
6087697797
Signed
2024-05-29

Preparer

Firm
Jrm Cpas
Address
2511 MAIN ST STE 101, ONALASKA, WI 54650-6759
Preparer
Gregory S Marso
Phone
6087818712
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: acts of kindness endowment cash contribution: 150,550 name: acts of kindness cash contribution: 7,501 name: other grants cash contribution: 18,655 name: glaude deck cash contribution: 12,218

Form 990-ez, Part I, Line 16

Expenses office expense 60 insurance 744 licenses and registration 25 website 361 investment expense 4,648 total 5,838

Form 990-ez, Part I, Line 20

Unrealized gain on investment 25,841

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ACTS OF KINDNESS ENDOWMENT - ESTABLISHED AN ENDOWMENT AT THE LA CROSSE COMMUNITY FOUNDATION FOR FUTURE ACTS OF KINDNESS EXPENSES
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TASTE OF ONALAS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ACTS OF KINDNESS ENDOWMENT CASH CONTRIBUTION: 150,550 NAME: ACTS OF KINDNESS CASH CONTRIBUTION: 7,501 NAME: OTHER GRANTS CASH CONTRIBUTION: 18,655 NAME: GLAUDE DECK CASH CONTRIBUTION: 12,218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 60 INSURANCE 744 LICENSES AND REGISTRATION 25 WEBSITE 361 INVESTMENT EXPENSE 4,648 TOTAL 5,838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENT 25,841
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
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA MUTCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06087697797
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONALASKA FOUNDATION FOR EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCELLENCE INC
ReturnHeader/Filer/BusinessNameControlTxt0ONAL
ReturnHeader/Filer/EIN0391934475
ReturnHeader/Filer/PhoneNum06087697797
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRM CPAS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0546506759
ReturnHeader/PreparerPersonGrp/PhoneNum06087818712
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY S MARSO
ReturnHeader/ReturnTs02024-06-03T17:58:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANGELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MUTCH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.88$4.07$3.19
2023Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.90$1.95$1.05
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.80$1.53$0.27
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.55$0.58$0.03
2020Summary only. Only limited summary data is available for this year.$4.47$0.00$0.56$2.28$1.72
2019Summary only. Only limited summary data is available for this year.$6.00$0.00$6.00$0.58$0.50$0.08
2018Summary only. Only limited summary data is available for this year.$5.30$0.00$5.30$0.73$0.31$0.43
2017Summary only. Only limited summary data is available for this year.$5.34$0.12$5.22$1.08$0.42$0.66
2016Summary only. Only limited summary data is available for this year.$4.66$0.09$0.82$0.45$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.20$4.01$0.52$0.56$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.66$0.38$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.56$0.24$0.32
2012Summary only. Only limited summary data is available for this year.$2.94$0.00$0.64$0.31$0.33
2011Summary only. Only limited summary data is available for this year.$2.39$0.00$0.53$0.17$0.36