Civic Intelligence

Medford Educational Foundation Inc.

990EZ • Fiscal year 2017 • EIN 39-2046558

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 15, 2018

Organization ProfileN/A
PO Box 174Medford, WI 54451

(715) 785-7830

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.7%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$247,260

Up $19,736 (+8.7%) from 2016

Net Assets

Up

$247,260

Up $19,736 (+8.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

Down

$13,974

Down $5,370 (-28%) from 2016

Expenses

Up

$10,436

Up $456 (+4.6%) from 2016

Net Income

Down

$3,538

Down $5,826 (-62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2010: $151,904Net Assets 2010: $151,9042010Assets 2015: $214,552Liabilities 2015: $0Net Assets 2015: $214,5522015Assets 2016: $227,524Liabilities 2016: $0Net Assets 2016: $227,5242016Assets 2017: $247,260Liabilities 2017: $0Net Assets 2017: $247,2602017Assets 2018: $233,555Liabilities 2018: $0Net Assets 2018: $233,5552018Assets 2019: $279,816Liabilities 2019: $0Net Assets 2019: $279,8162019Assets 2020: $299,233Liabilities 2020: $0Net Assets 2020: $299,2332020

Highlighted filing

2017

Assets$247,260
Liabilities$0
Net Assets$247,260
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$100K$50K$0Revenue 2010: $84,135Expenses 2010: $5,380Net Income 2010: $78,7552010Revenue 2015: $40,987Expenses 2015: $16,362Net Income 2015: $24,6252015Revenue 2016: $19,344Expenses 2016: $9,980Net Income 2016: $9,3642016Revenue 2017: $13,974Expenses 2017: $10,436Net Income 2017: $3,5382017Revenue 2018: $19,126Expenses 2018: $8,933Net Income 2018: $10,1932018Revenue 2019: $34,079Expenses 2019: $11,777Net Income 2019: $22,3022019Revenue 2020: $12,943Expenses 2020: $9,556Net Income 2020: $3,3872020

Highlighted filing

2017

Revenue$13,974
Expenses$10,436
Net Income$3,538
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 15, 2018
Return Version
2017v2.2
Gross Receipts
$27,360
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS LINDOWPresident-$0--
DOUG BERENDSVice President-$0--
BRENT HALLGRENDirector-$0--
DAVID GOESSLTreasurer-$0--
EUNICE MAYERDirector-$0--
CHRIS KOLSTADSecretary-$0--
BRIAN LEHMANDirector-$0--
MIKE SHIFFLERDirector-$0--
BETH BAKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Medford Education Foundation Inc
EIN
39-2046558
Phone
7157857830
Address
PO BOX 174, MEDFORD, WI 54451

Signing Officer

Name
David a Goessl Treasurer
Title
02092018
Signed
2018-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Hansen & Associates Accounting LLC
Address
605 E BROADWAY AVE, MEDFORD, WI 54451
Preparer
Tammy L Hansen
Phone
7157485544
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 122”

Form 990-EZ, Part I, Line 16, Other Expenses

“SCHOLARSHIPS 7,250”

Form 990-EZ, Part I, Line 16, Other Expenses

“School material grants 1,803”

Form 990-EZ, Part I, Line 16, Other Expenses

“INVESTMENT FEES 1,261”

Form 990-EZ, Part I, Line 20, Net Assets

“Unrealized gain or loss 16,198”

Form 990-EZ, Part III, Line 28

“Primary exempt purpose to support and enhance educational programs that are not in the regular school budget. These programs include college scholarships, workshops, and provide enriched learning opportunities beyond the core curriculum by providing extra materials and equipment in support of the medford areea public schools.”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID A GOESSL
IRS990EZ/BooksInCareOfDetail/PhoneNum07157857830
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N4726 MORAINE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MEDFORD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054451
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0227524
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0247260
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0646
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010318
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03538
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0227524
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0247260
IRS990EZ/FundraisingGrossIncomeAmt06339
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01779
IRS990EZ/GrossReceiptsAmt027360
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08278
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0227524
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0247260
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0227524
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0247260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS LINDOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG BERENDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENT HALLGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID GOESSL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EUNICE MAYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS KOLSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN LEHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MIKE SHIFFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BETH BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt016198
IRS990EZ/OtherExpensesTotalAmt010436
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt012097
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03068
IRS990EZ/SpecialEventsNetIncomeLossAmt03271
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt010436
IRS990EZ/TotalRevenueAmt013974
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt037922
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt037922
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03917
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026682
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt037922
IRS990ScheduleA/TotalSupportAmt037922
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS 7,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL MATERIAL GRANTS 1,803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT FEES 1,261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN OR LOSS 16,198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIMARY EXEMPT PURPOSE TO SUPPORT AND ENHANCE EDUCATIONAL PROGRAMS THAT ARE NOT IN THE REGULAR SCHOOL BUDGET. THESE PROGRAMS INCLUDE COLLEGE SCHOLARSHIPS, WORKSHOPS, AND PROVIDE ENRICHED LEARNING OPPORTUNITIES BEYOND THE CORE CURRICULUM BY PROVIDING EXTRA MATERIALS AND EQUIPMENT IN SUPPORT OF THE MEDFORD AREEA PUBLIC SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part III, Line 28
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A GOESSL TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt002092018
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEDFORD EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MEDF
ReturnHeader/Filer/EIN0392046558
ReturnHeader/Filer/PhoneNum07157857830
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 174
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054451
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0438E92216AA74C439C65BD3ECB64FF653A6022F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0975762929C4EA7159ED3A2DEF56836DB69EEA8AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.117.104.78
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:54:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANSEN & ASSOCIATES ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0605 E BROADWAY AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054451
ReturnHeader/PreparerPersonGrp/PhoneNum07157485544
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY L HANSEN
ReturnHeader/ReturnTs02018-02-15T10:16:44-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,260
Liabilities
$0
Net assets
$247,260
Revenue
$13,974
Expenses
$10,436
Net income
$3,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.13$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.34$0.12$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.19$0.09$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.14$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.19$0.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.41$0.16$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.52$0.84$0.05$0.79
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits