Civic Intelligence

Hartland-Lakeside Education Foundation

990EZ • Fiscal year 2014 • EIN 84-1692597

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 11, 2015

800 North Shore Drive53029

(262) 361-8051

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

0.9%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$112,717

Up $4,367 (+4.0%) from 2013

Net Assets

Up

$112,717

Up $4,367 (+4.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$42,336

Up $373 (+0.9%) from 2013

Expenses

Up

$37,969

Up $11,544 (+44%) from 2013

Net Income

Down

$4,367

Down $11,171 (-72%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2012: $92,812Liabilities 2012: $02012Assets 2013: $108,350Liabilities 2013: $0Net Assets 2013: $108,3502013Assets 2014: $112,717Liabilities 2014: $0Net Assets 2014: $112,7172014Assets 2015: $132,256Liabilities 2015: $0Net Assets 2015: $132,2562015Assets 2016: $125,115Liabilities 2016: $0Net Assets 2016: $125,1152016Assets 2017: $138,334Liabilities 2017: $0Net Assets 2017: $138,3342017Assets 2018: $132,122Liabilities 2018: $0Net Assets 2018: $132,1222018Assets 2019: $155,804Liabilities 2019: $0Net Assets 2019: $155,8042019Assets 2020: -$48,558Liabilities 2020: $02020Assets 2021: $67,761Liabilities 2021: $02021Assets 2022: $93,005Liabilities 2022: $0Net Assets 2022: $93,0052022Assets 2023: $107,185Liabilities 2023: $0Net Assets 2023: $107,1852023Assets 2024: $90,568Liabilities 2024: $0Net Assets 2024: $90,5682024Assets 2025: $95,614Liabilities 2025: $0Net Assets 2025: $95,6142025

Highlighted filing

2014

Assets$112,717
Liabilities$0
Net Assets$112,717

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $64,187Expenses 2012: $33,753Net Income 2012: $30,4342012Revenue 2013: $41,963Expenses 2013: $26,425Net Income 2013: $15,5382013Revenue 2014: $42,336Expenses 2014: $37,969Net Income 2014: $4,3672014Revenue 2015: $36,973Expenses 2015: $17,434Net Income 2015: $19,5392015Revenue 2016: $33,130Expenses 2016: $40,271Net Income 2016: -$7,1412016Revenue 2017: $52,588Expenses 2017: $39,369Net Income 2017: $13,2192017Revenue 2018: $30,908Expenses 2018: $37,120Net Income 2018: -$6,2122018Revenue 2019: $54,355Expenses 2019: $30,673Net Income 2019: $23,6822019Revenue 2020: $21,705Expenses 2020: $70,263Net Income 2020: -$48,5582020Revenue 2021: $16,396Expenses 2021: $45,581Net Income 2021: -$29,1852021Revenue 2022: $54,959Expenses 2022: $29,715Net Income 2022: $25,2442022Revenue 2023: $34,529Expenses 2023: $20,349Net Income 2023: $14,1802023Revenue 2024: $24,682Expenses 2024: $41,299Net Income 2024: -$16,6172024Revenue 2025: $39,538Expenses 2025: $34,492Net Income 2025: $5,0462025

Highlighted filing

2014

Revenue$42,336
Expenses$37,969
Net Income$4,367
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 11, 2015
Return Version
2013v4.0
Gross Receipts
$91,253
Mission and Program Overview

Mission

As a partner of the Hartland Lakeside School District, the Hartland Lakeside Education Foundation (HLEF) enhances our school community by: Promoting connection and unity through school and community events. Supporting our teachers, staff, and district

Fundraising to support school district programs

Program Services

DescriptionGrantsExpenses
Hartland Woods$0$24,500
District Choice$0$6,000
Miscellaneous$0$4,203
One School/One Book$0$1,665
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura ClarkPresidentPT$0--
Lori CieskoVice PresidentPT$0--
Amy TierneyTreasurer-$0--
Dawn MantheiSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$22,984$22,984$13,131$9,853
Event 2$19,159$18,659$608$18,051
Total Events$91,020$87,454$48,917$38,537
Filing and Contact Details

Filer

EIN
84-1692597
Phone
2623618051

Signing Officer

Name
Amy Tierney
Title
Treasurer
Phone
2628932797
Signed
2015-01-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

miscellaneous

Form 990-EZ, Part I, Line 16

Description;Amount^Advertising;1105|Bank Fees;68|Supplies;10|Memberships;100|Licenses;50|Software;210|WI Non Stock Annual Report;10^Total;1553^

Raw XML Appendix282 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0This return is late due to a system conversion that occurred within the tax year ended 6/30/2014. As all tax returns are completed on a volunteer basis, it has taken some time to write the correct reports and supporting schedules in the new software.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Amy Tierney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02628932797
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10HARTLAND-LAKESIDE EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HART
ReturnHeader/Filer/EIN0841692597
ReturnHeader/Filer/PhoneNum02623618051
ReturnHeader/Filer/USAddress/AddressLine10800 North Shore Drive
ReturnHeader/Filer/USAddress/City0Hartland
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053029
ReturnHeader/ReturnTs02015-01-11T10:29:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.40$0.34$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.25$0.41$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.35$0.20$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.55$0.30$0.25
2021Summary only. Only limited summary data is available for this year.$0.68$0.00$0.16$0.46$0.29
2020Summary only. Only limited summary data is available for this year.$0.49$0.00$0.22$0.70$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.54$0.31$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.31$0.37$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.53$0.39$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.33$0.40$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.37$0.17$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.42$0.38$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.42$0.26$0.16
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.64$0.34$0.30