Civic Intelligence

Medford Educational Foundation Inc.

990EZ • Fiscal year 2019 • EIN 39-2046558

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 05, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

78%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$279,816

Up $46,261 (+20%) from 2018

Net Assets

Up

$279,816

Up $46,261 (+20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$34,079

Up $14,953 (+78%) from 2018

Expenses

Up

$11,777

Up $2,844 (+32%) from 2018

Net Income

Up

$22,302

Up $12,109 (+119%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2019

Assets$279,816
Liabilities$0
Net Assets$279,816
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$34,079
Expenses$11,777
Net Income$22,302
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 5, 2020
Return Version
2019v5.0
Gross Receipts
$49,873
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE SHIFFLERPresident-$0--
BRIAN LEHMANVice President-$0--
BRENT HALLGRENDirector-$0--
DAVID GOESSLTreasurer-$0--
EUNICE MAYERDirector-$0--
CHRIS KOLSTADSecretary-$0--
BRIAN LEHMANDirector-$0--
BETSY BERENDSDirector-$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
3520
Signed
2020-03-05
Discuss with paid preparer
No

Preparer

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

Additional Explanations

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

“Supplies 100”

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

“SCHOLARSHIPS 10,200”

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

“School material grants 202”

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

“INVESTMENT FEES 1,275”

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

“Unrealized gain or loss 23,959”

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 area public schools”

Raw XML Appendix175 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/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE SHIFFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN LEHMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID GOESSL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EUNICE MAYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS KOLSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIAN LEHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BETSY BERENDS
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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/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt023959
IRS990EZ/OtherExpensesTotalAmt011777
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt013121
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02764
IRS990EZ/SpecialEventsNetIncomeLossAmt03360
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026682
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt062580
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt062580
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Supplies 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS 10,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL MATERIAL GRANTS 202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENT FEES 1,275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN OR LOSS 23,959
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 AREA PUBLIC SCHOOLS
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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/BuildTS02020-09-22 18:59:49Z
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ReturnHeader/Filer/BusinessNameControlTxt0MEDF
ReturnHeader/Filer/EIN0392046558
ReturnHeader/Filer/PhoneNum07157857830
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054451
ReturnHeader/PreparerPersonGrp/PhoneNum07157485544
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAMMY L HANSEN
ReturnHeader/ReturnTs02020-03-05T01:40:23-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$279,816
Liabilities
$0
Net assets
$279,816
Revenue
$34,079
Expenses
$11,777
Net income
$22,302
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