Civic Intelligence

Assumption High School Foundation Inc.

990 • Fiscal year 2015 • EIN 39-6124767

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 27, 2015

Organization Profile
PO Box 1041Wisconsin Rapids, WI 54495

(715) 422-0910

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

56%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,997,598

Up $236,219 (+13%) from 2014

Net Assets

Up

$1,997,598

Up $236,219 (+13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin95th percentile

Revenue

Up

$535,423

Up $192,627 (+56%) from 2014

Expenses

Down

$173,503

Down $59,170 (-25%) from 2014

Net Income

Up

$361,920

Up $251,797 (+229%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,352,264Liabilities 2011: $0Net Assets 2011: $1,352,2642011Assets 2012: $1,317,231Liabilities 2012: $0Net Assets 2012: $1,317,2312012Assets 2013: $1,500,773Liabilities 2013: $0Net Assets 2013: $1,500,7732013Assets 2014: $1,761,379Liabilities 2014: $0Net Assets 2014: $1,761,3792014Assets 2015: $1,997,598Liabilities 2015: $0Net Assets 2015: $1,997,5982015Assets 2016: $2,047,272Liabilities 2016: $0Net Assets 2016: $2,047,2722016Assets 2017: $2,387,191Liabilities 2017: $0Net Assets 2017: $2,387,1912017Assets 2018: $2,604,940Liabilities 2018: $0Net Assets 2018: $2,604,9402018Assets 2019: $2,640,645Liabilities 2019: $0Net Assets 2019: $2,640,6452019Assets 2020: $2,694,108Liabilities 2020: $0Net Assets 2020: $2,694,1082020Assets 2021: $3,433,586Liabilities 2021: $0Net Assets 2021: $3,433,5862021Assets 2022: $4,369,411Liabilities 2022: $0Net Assets 2022: $4,369,4112022Assets 2023: $4,785,420Liabilities 2023: $0Net Assets 2023: $4,785,4202023Assets 2024: $5,203,992Liabilities 2024: $0Net Assets 2024: $5,203,9922024Assets 2025: $5,629,862Liabilities 2025: $0Net Assets 2025: $5,629,8622025

Highlighted filing

2015

Assets$1,997,598
Liabilities$0
Net Assets$1,997,598
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $115,4262011Expenses 2012: $148,8222012Revenue 2013: $414,646Expenses 2013: $331,326Net Income 2013: $83,3202013Revenue 2014: $342,796Expenses 2014: $232,673Net Income 2014: $110,1232014Revenue 2015: $535,423Expenses 2015: $173,503Net Income 2015: $361,9202015Revenue 2016: $225,196Expenses 2016: $90,915Net Income 2016: $134,2812016Revenue 2017: $242,630Expenses 2017: $92,469Net Income 2017: $150,1612017Revenue 2018: $281,157Expenses 2018: $98,768Net Income 2018: $182,3892018Revenue 2019: $198,081Expenses 2019: $144,306Net Income 2019: $53,7752019Revenue 2020: $177,315Expenses 2020: $111,681Net Income 2020: $65,6342020Revenue 2021: $352,818Expenses 2021: $138,499Net Income 2021: $214,3192021Revenue 2022: $1,938,979Expenses 2022: $175,923Net Income 2022: $1,763,0562022Revenue 2023: $321,088Expenses 2023: $169,914Net Income 2023: $151,1742023Revenue 2024: $329,470Expenses 2024: $246,057Net Income 2024: $83,4132024Revenue 2025: $409,413Expenses 2025: $251,415Net Income 2025: $157,9982025

Highlighted filing

2015

Revenue$535,423
Expenses$173,503
Net Income$361,920
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 27, 2015
Return Version
2014v5.0
Gross Receipts
$938,455
Mission and Program Overview

Mission

Provide funding for the operations of assumption catholic schools in wisconsin rapids wi and tuition assistance to deserving students enrolled in those schools

Provided funding for operation of assumption high school in wisconsin rapids wi through the use of educational grants for tuition to deserving students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,669,743$1,599,655▼ $70,088
Savings and Temporary Cash Investments-$225,005-
Cash and Non-Interest-Bearing Accounts$91,636$172,938▲ $81,302
Total Assets$1,761,379$1,997,598▲ $236,219
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,761,379$1,997,598▲ $236,219
Total Net Assets Fund Balance$1,761,379$1,997,598▲ $236,219
Total Liabilities and Net Assets / Fund Balance$1,761,379$1,997,598▲ $236,219
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mary Anne GetzinPresident
Connie MilazzoDirector
Diane MossDirector
Dr Ronald KirschlingDirector
James RiebeDirector
Joan BondDirector
John KinzelDirector
Luke WeilandDirector
Rev James AltmanDirector
Tammy SalewskiDirector
Steve WalczakSecretary
Linda BenderTreasurer
Scott PatrickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$347,887
Program Service Revenue
$0
Investment Income
$187,536
Other Revenue
$0
All Other Contributions
$327,887
Change in Net Assets
$361,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,014
Other Expenses$23,489
Total Fundraising Expense$326
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,014--$150,014
Fees for Service Investment Mgmnt Fees-$11,561-$11,561
Office Expenses$10,392--$10,392
Fees for Services Accounting-$1,200-$1,200
Advertising--$326$326
Other Expenses-$10-$10
Total Functional Expenses$160,406$12,771$326$173,503
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Assumption High SchoolWisconsin Rapids, WI501c3-$150,014
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 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, Page 6, Part VI, Line 11B

“Tax returns and financial reports are reviewed by the board of directors at the next regular board meeting after the documents are prepared.”

Form 990, Page 6, Part VI, Line 12C

“After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board or executive committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. If so, the board or committee members shall decide upon the appropriate action to take regarding such conflict.”

Form 990, Page 6, Part VI, Line 19

“Photocopies of original documents are provided to requesting parties by the secretary of the organization as soon as practical after the request is received by the organization.”

Filing and Contact Details

Filer

Filer Name
Assumption Foundation Inc
EIN
39-6124767
Phone
7154220910
Address
PO BOX 1041, WISCONSIN RAPIDS, WI 54495

Signing Officer

Name
Mary Anne Getzin
Title
President
Phone
7154220910
Signed
2015-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Getzin
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
25

Preparer

Firm
Ligman & Wille CPA LLC
Address
2804 POST ROAD, STEVENS POINT, WI 54481-6415
Preparer
Ronald Ligman
Phone
7153413232
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Officers and directors are volunteers in addition to others who help with other organization activities.”

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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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IRS990ScheduleA/PublicSupportPY170Pct00.90900
IRS990ScheduleA/PublicSupportTotal170Amt01089098
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0347887
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0236199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0376233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052265
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01089098
IRS990ScheduleA/TotalSupportAmt01201735
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/RecipientTable/CashGrantAmt0150014
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASSUMPTION HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ASSUMPTION HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0391951797
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0445 CHESTNUT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0445 CHESTNUT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WISCONSIN RAPIDS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054494
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS AND DIRECTORS ARE VOLUNTEERS IN ADDITION TO OTHERS WHO HELP WITH OTHER ORGANIZATION ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS AND FINANCIAL REPORTS ARE REVIEWED BY THE BOARD OF DIRECTORS AT THE NEXT REGULAR BOARD MEETING AFTER THE DOCUMENTS ARE PREPARED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF SO, THE BOARD OR COMMITTEE MEMBERS SHALL DECIDE UPON THE APPROPRIATE ACTION TO TAKE REGARDING SUCH CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PHOTOCOPIES OF ORIGINAL DOCUMENTS ARE PROVIDED TO REQUESTING PARTIES BY THE SECRETARY OF THE ORGANIZATION AS SOON AS PRACTICAL AFTER THE REQUEST IS RECEIVED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01761379
IRS990/TotalAssetsEOYAmt01997598
IRS990/TotalAssetsGrp/BOYAmt01761379
IRS990/TotalAssetsGrp/EOYAmt01997598
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0347887
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0326
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012771
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160406
IRS990/TotalFunctionalExpensesGrp/TotalAmt0173503
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01761379
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01997598
IRS990/TotalProgramServiceExpensesAmt0160406
IRS990/TotalRevenueGrp/ExclusionAmt075874
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111662
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0535423
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01761379
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01997598
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01761379
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01997598
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0442 GREENWOOD DRIVE
IRS990/USAddress/CityNm0WISCONSIN RAPIDS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054494
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANNE GETZIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154220910
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSUMPTION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0396124767
ReturnHeader/Filer/PhoneNum07154220910
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1041
ReturnHeader/Filer/USAddress/CityNm0WISCONSIN RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054495
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392010784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIGMAN & WILLE CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02804 POST ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEVENS POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0544816415
ReturnHeader/PreparerPersonGrp/PhoneNum07153413232
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD LIGMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-28T07:16:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,997,598
Liabilities
$0
Net assets
$1,997,598
Revenue
$535,423
Expenses
$173,503
Net income
$361,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.00$5.63$0.41$0.25$0.16
2024Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.33$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.32$0.17$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$1.94$0.18$1.76
2021Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.35$0.14$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.18$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.20$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.28$0.10$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.24$0.09$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.23$0.09$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.54$0.17$0.36
2014Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$0.34$0.23$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.41$0.33$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$0.12