Civic Intelligence

Holton Foundation Inc.

990PF • Fiscal year 2023 • EIN 52-1073861

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 29, 2024

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

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

-1.0%

Faster asset growth than 47% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$124,235

Down $1,200 (-1.0%) from 2022

Net Assets

Down

$124,210

Down $1,200 (-1.0%) from 2022

Liabilities

Flat

$25

Flat from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin26th percentile

Revenue

Up

$7,946

Up $1,509 (+23%) from 2022

Expenses

Down

$9,146

Down $2,008 (-18%) from 2022

Net Income

Up

-$1,200

Up $3,517 (+75%) from 2022

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

2023

Assets$124,235
Liabilities$25
Net Assets$124,210
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$7,946
Expenses$9,146
Net Income-$1,200
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 29, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN HALLTreasurer-$500-$500
CHRISTOPHER STEBNITZPresident-$300-$300
LARRY BRAYVice President-$300-$300
LISA FALCONSecretary-$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
2024-03-29
Raw XML Appendix338 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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IRS990PF/StatementsRegardingActyGrp/PhoneNum02629492766
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ELKHORN HOLTON BAND LTD PROVIDE FUNDS FOR FREE SUMMER BAND CONCERTS AND CHRISTMAS CONCERTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0ELKLHORN AREA SCHOOL DISTRICT PROVIDE MUSIC SCHOLARSHIPS AND GRANTS AND PROVIDE FUNDS TO SUPPORT LOCAL MUSIC P
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ELKHORN AREA SCHOOL DISTRICT
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153121
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02803
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01412
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01412
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09146
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01412
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02803
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0-2803
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STATE OF WI FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/Amt089
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt089
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN S HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02629492766
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLTON 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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-03-29T12:15:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,235
Liabilities
$25
Net assets
$124,210
Revenue
$7,946
Expenses
$9,146
Net income
-$1,200
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