Civic Intelligence

Holton Foundation Inc.

990PF • Fiscal year 2020 • EIN 52-1073861

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 14, 2021

Organization Profile
226 Park StreetElkhorn, WI 53121

(262) 949-2766

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

47th percentile

2.1%

Higher net margin than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.1%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

2.4%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$134,599

Up $196 (+0.1%) from 2019

Net Assets

$134,589

No earlier filing loaded for comparison.

Liabilities

Down

$10

Down $1,490 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin47th percentile

Revenue

Up

$8,779

Up $205 (+2.4%) from 2019

Expenses

Down

$8,593

Down $1,408 (-14%) from 2019

Net Income

Up

$186

Up $1,613 (+113%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2020

Assets$134,599
Liabilities$10
Net Assets$134,589
Open 2020 Filing

Operations Trend

Revenue Growth68th 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

2020

Revenue$8,779
Expenses$8,593
Net Income$186
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN HALLTreasurer-$500-$500
CHRISTOPHER STEBNITZPresident-$300-$300
LARRY BRAYVice President-$300-$300
LISA FALSONSecretary-$300-$300
Filing and Contact Details

Filer

Filer Name
Holton Foundation Inc
EIN
52-1073861
In Care Of
% KAREN S HALL
Phone
2629492766
Address
226 PARK STREET, ELKHORN, WI 53121

Signing Officer

Name
Karen S Hall
Title
Treasurer
Phone
2629492766
Signed
2021-03-14
Raw XML Appendix322 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0CHRISTOPHER WAS PAID 200 AS VICE PRESIDENT IN 2020NOW PRESIDENT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1LARRY BRAY WAS NOT PAID I N 2020 BECAME VP LATE IN THE YEAR
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0226 PARK STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ELKHORN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053121
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KAREN S HALL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02629492766
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ELKHORN HOLTON BAND LTD PROVIDE FUNDS FOR FREE SUMMER BAND CONCERTS PROVIDE FUNDS FOR CHRISTMAS CONCERTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0ELKHORN AREA SCHOOL DISTRICT PROVIDE MUSIC SCHOLARSHIPS AND GRANTS PROVIDE FUNDS TO SUPPORT LOCAL MUSIC PROGRAMS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05500
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FREE SUMMER BAND AND CHRISTMAS CONCERTS IN THE CITY OF ELKHORN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL CLINICS AND SCHOLARSHIPS AND SUPPORT OF MUSIC PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELKHORN HOLTON BAND LTD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ELKHORN AREA SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0N6674 CLUB HOUSE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13 N JACKSON STREET
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/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt08487
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08487
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01123
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02165
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01123
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08593
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0106
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02165
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02059
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01500
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YR ACCRUED EXP ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STATE OF WI FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt083
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN S HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02629492766
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLTON FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOLTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0521073861
ReturnHeader/Filer/InCareOfNm0% KAREN S HALL
ReturnHeader/Filer/PhoneNum02629492766
ReturnHeader/Filer/USAddress/AddressLine1Txt0226 PARK STREET
ReturnHeader/Filer/USAddress/CityNm0ELKHORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053121
ReturnHeader/ReturnTs02021-03-14T15:14:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,599
Liabilities
$10
Net assets
$134,589
Revenue
$8,779
Expenses
$8,593
Net income
$186
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