Civic Intelligence

Holton Foundation Inc.

990PF • Fiscal year 2016 • EIN 52-1073861

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
614 W Walworth StDelavan, WI 53115

(262) 215-4172

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

6.9%

Faster asset growth than 62% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

102%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$135,987

Up $8,802 (+6.9%) from 2015

Net Assets

$134,177

No earlier filing loaded for comparison.

Liabilities

Up

$1,810

Up $310 (+21%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin92nd percentile

Revenue

Up

$16,637

Up $8,417 (+102%) from 2015

Expenses

Up

$8,145

Up $183 (+2.3%) from 2015

Net Income

Up

$8,492

Up $8,234 (+3191%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2011: $126,170Liabilities 2011: $1,5002011Assets 2012: $124,873Liabilities 2012: $1,5002012Assets 2013: $125,337Liabilities 2013: $1,5002013Assets 2014: $126,926Liabilities 2014: $1,5002014Assets 2015: $127,185Liabilities 2015: $1,5002015Assets 2016: $135,987Liabilities 2016: $1,810Net Assets 2016: $134,1772016Assets 2019: $134,403Liabilities 2019: $1,5002019Assets 2020: $134,599Liabilities 2020: $10Net Assets 2020: $134,5892020Assets 2021: $133,377Liabilities 2021: $0Net Assets 2021: $133,3772021Assets 2022: $125,435Liabilities 2022: $25Net Assets 2022: $125,4102022Assets 2023: $124,235Liabilities 2023: $25Net Assets 2023: $124,2102023Assets 2024: $131,625Liabilities 2024: $25Net Assets 2024: $131,6002024

Highlighted filing

2016

Assets$135,987
Liabilities$1,810
Net Assets$134,177
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$20K$10K$0-$10KRevenue 2011: $6,555Expenses 2011: $7,857Net Income 2011: -$1,3022011Revenue 2012: $6,737Expenses 2012: $8,035Net Income 2012: -$1,2982012Revenue 2013: $7,389Expenses 2013: $6,924Net Income 2013: $4652013Revenue 2014: $8,536Expenses 2014: $6,948Net Income 2014: $1,5882014Revenue 2015: $8,220Expenses 2015: $7,962Net Income 2015: $2582015Revenue 2016: $16,637Expenses 2016: $8,145Net Income 2016: $8,4922016Revenue 2019: $8,574Expenses 2019: $10,001Net Income 2019: -$1,4272019Revenue 2020: $8,779Expenses 2020: $8,593Net Income 2020: $1862020Revenue 2021: $7,931Expenses 2021: $9,143Net Income 2021: -$1,2122021Revenue 2022: $6,437Expenses 2022: $11,154Net Income 2022: -$4,7172022Revenue 2023: $7,946Expenses 2023: $9,146Net Income 2023: -$1,2002023Revenue 2024: $11,949Expenses 2024: $9,173Net Income 2024: $2,7762024

Highlighted filing

2016

Revenue$16,637
Expenses$8,145
Net Income$8,492
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERHARDT IMMEGAPresident-$0--
ROBERT KEEGANSecretary-$0--
GERALD NEINFELDTVice President-$0--
DONALD WOLFDirector-$0--
TRACY WALTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Holton Foundation Inc
EIN
52-1073861
Address
614 W WALWORTH ST, DELAVAN, WI 53115

Signing Officer

Name
Tracy Walter
Title
Treasurer Direc
Phone
2624278690
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
A Plus Accounting LLC
Address
614 E WALWORTH AVE, DELAVAN, WI 53115
Preparer
Tracy L Walter
Phone
2627234429
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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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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TRACY L WALTER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0614 E WALWORTH AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DELAVAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02622154172
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ELKHORN-HOLTON BAND INC PROVIDES FUNDS FOR SUMMER BAND CONCERTS IN ELKHORN WI 53121PROVIDES FUNDS FOR CHRISTMAS CONCERT IN ELKHOR
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0ELKHORN AREA SCHOOL DISTRICT BAND FUND - ELKHORN WI 53121 PROVIDES MUSIC SCHOLARSHIPS AND GRANTS TO LOCAL STUDEN
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FREE SUMMER BAND CONCERTS IN THE CITY OF ELKHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL CLINICS AND WORKSHOPS FOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ELKHORN-HOLTON BAND LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ELKHORN AREA SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1PUBLIC TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1MUSIC SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELKHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELKHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153121
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08145
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0351
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0322
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0351
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08145
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0673
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0702
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0145
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0145
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0145
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY WALTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum02624278690
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0521073861
ReturnHeader/Filer/USAddress/AddressLine1Txt0614 W WALWORTH ST
ReturnHeader/Filer/USAddress/CityNm0DELAVAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03913AF97731A8AF50C8A3CFF6D385B4BCEFFB246
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03913AF97731A8AF50C8A3CFF6D385B4BCEFFB246
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03965942017319xiui0d4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.87.59.76
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTm019:16:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800655355
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A PLUS ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0614 E WALWORTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELAVAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053115
ReturnHeader/PreparerPersonGrp/PhoneNum02627234429
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY L WALTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T19:16:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,987
Liabilities
$1,810
Net assets
$134,177
Revenue
$16,637
Expenses
$8,145
Net income
$8,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.09$0.00
2019Summary only. Only limited summary data is available for this year.$1.34$0.02$0.09$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.34$0.17$0.08$0.08
2015Summary only. Only limited summary data is available for this year.$1.27$0.02$0.08$0.08$0.00
2014Summary only. Only limited summary data is available for this year.$1.27$0.02$0.09$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$1.25$0.02$0.07$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$1.25$0.02$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.26$0.02$0.07$0.08$0.01