Civic Intelligence

Mabel Barton Memorial Scholarship Trust

EIN 39-6580042 • 501(c)3 • Monona, WI

Profile

Provide scholarships for deserving and needy students in the mt horeb school district.

6430 Bridge RdMonona, WI 53713

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

57th percentile

5.6%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.8%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

50%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$151,186

Down $4,341 (-2.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$151,186

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$7,020

Up $2,334 (+50%) from 2023

Expenses

Down

$6,625

Down $249 (-3.6%) from 2023

Net Income

Up

$395

Up $2,583 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $145,479Liabilities 2011: $02011Assets 2012: $153,206Liabilities 2012: $02012Assets 2013: $154,310Liabilities 2013: $02013Assets 2014: $155,608Liabilities 2014: $02014Assets 2015: $155,901Liabilities 2015: $02015Assets 2016: $156,139Liabilities 2016: $02016Assets 2017: $161,705Liabilities 2017: $02017Assets 2018: $154,732Liabilities 2018: $02018Assets 2019: $164,217Liabilities 2019: $02019Assets 2020: $167,097Liabilities 2020: $0Net Assets 2020: $167,0972020Assets 2021: $1Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $153,393Liabilities 2022: $0Net Assets 2022: $153,3932022Assets 2023: $155,527Liabilities 2023: $02023Assets 2024: $151,186Net Assets 2024: $151,1862024

Highlighted filing

2024

Assets$151,186
Liabilities-
Net Assets$151,186
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2011: $5,092Expenses 2011: $4,934Net Income 2011: $1582011Revenue 2012: $5,779Expenses 2012: $5,847Net Income 2012: -$682012Revenue 2013: $5,776Expenses 2013: $6,113Net Income 2013: -$3372013Revenue 2014: $7,744Expenses 2014: $5,747Net Income 2014: $1,9972014Revenue 2015: $9,007Expenses 2015: $2,870Net Income 2015: $6,1372015Revenue 2016: $6,414Expenses 2016: $4,707Net Income 2016: $1,7072016Revenue 2017: $8,458Expenses 2017: $5,503Net Income 2017: $2,9552017Revenue 2018: $5,944Expenses 2018: $5,804Net Income 2018: $1402018Revenue 2019: $5,696Expenses 2019: $6,242Net Income 2019: -$5462019Revenue 2020: $2,053Expenses 2020: $4,507Net Income 2020: -$2,4542020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $4,051Expenses 2022: $6,479Net Income 2022: -$2,4282022Revenue 2023: $4,686Expenses 2023: $6,874Net Income 2023: -$2,1882023Revenue 2024: $7,020Expenses 2024: $6,625Net Income 2024: $3952024

Highlighted filing

2024

Revenue$7,020
Expenses$6,625
Net Income$395
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,186
Liabilities
-
Net assets
$151,186
Revenue
$7,020
Expenses
$6,625
Net income
$395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.07$0.07$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.06$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.02$0.05$0.02
2019Summary only. Only limited summary data is available for this year.$1.64$0.00$0.06$0.06$0.01
2018Summary only. Only limited summary data is available for this year.$1.55$0.00$0.06$0.06$0.00
2017Summary only. Only limited summary data is available for this year.$1.62$0.00$0.08$0.06$0.03
2016Summary only. Only limited summary data is available for this year.$1.56$0.00$0.06$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$0.09$0.03$0.06
2014Summary only. Only limited summary data is available for this year.$1.56$0.00$0.08$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$1.54$0.00$0.06$0.06$0.00
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$1.45$0.00$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.2
Gross Receipts
$27,321
Mission and Program Overview

Mission

Provide scholarships for deserving and needy students in the mt horeb school district.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS FOR DESERVING AND NEEDY STUDENTS IN THE MT HOREB SCHOOL DISTRICT.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAKE RIDGE BANKTrustee-$0--
DR WAYNE ANDERSONDistrict Admin-$0--
SUSAN BRICEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Mabel Barton Memorial Scholarship Trust
EIN
39-6580042
Phone
6088263570
Address
6430 BRIDGE RD, MONONA, WI 53713

Signing Officer

Name
Katherine
Title
Esser
Signed
2025-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Tax Solutions LLC
Address
1805 Bourbon Rd Ste 200, Cross Plains, WI 53528
Preparer
KENDRA O'BRIEN
Phone
6087984829
Raw XML Appendix131 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/PersonNm0KATHERINE ESSER
IRS990EZ/BooksInCareOfDetail/PhoneNum06088263570
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06430 BRIDGE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONONA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053713
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0155527
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0151186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt020301
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0395
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02675
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0155527
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0151186
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0535
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03950
IRS990EZ/GrossReceiptsAmt027321
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06485
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0155527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151186
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0155527
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAKE RIDGE BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR WAYNE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSAN BRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DISTRICT ADMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-4736
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS FOR DESERVING AND NEEDY STUDENTS IN THE MT HOREB SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS FOR DESERVING AND NEEDY STUDENTS IN THE MT HOREB SCHOOL DISTRICT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt020441
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06625
IRS990EZ/TotalRevenueAmt07020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0471328582
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03950
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MOUNT HOREB HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt03950
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ESSER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MABEL BARTON MEMORIAL SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MABE
ReturnHeader/Filer/EIN0396580042
ReturnHeader/Filer/PhoneNum06088263570
ReturnHeader/Filer/USAddress/AddressLine1Txt06430 BRIDGE RD
ReturnHeader/Filer/USAddress/CityNm0MONONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01805 Bourbon Rd Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cross Plains
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053528
ReturnHeader/PreparerPersonGrp/PhoneNum06087984829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENDRA O'BRIEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-07T08:14:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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