STRATEGY STUDIO / PUBLIC DATA EXPLORER

BADGER UNION HIGH SCHOOL ENDOWMENT FUND INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BADGER UNION HIGH SCHOOL ENDOWMENT FUND INC (EIN 39-1777503)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-30
IRS object ID
201931209349301613
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-30T15:20:43-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391971296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHAMBERLAIN & HENNINGFIELD CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1119AddressLine1Txt
CityLAKE GENEVACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53147ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391777503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BADGER UNION HIGH SCHOOL ENDOWMENT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBADGBusinessNameControlTxt
Phone2622483333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COMMERCIAL CTAddressLine1Txt
CityLAKE GENEVACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53147ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD TORHORSTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2622483333PhoneNum
Signature2019-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON S CHAMBERLAIN CPAPreparerPersonNm
PTINP00192767PTIN
Phone2622491100PhoneNum
Preparation2019-04-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.87.119.234IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-27IPDt
IP Tm07:53:53IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3223E722530284767722B805ED5FDA80CFA57069AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD TORHORSTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 COMMERCIAL CTAddressLine1Txt
CityLAKE GENEVACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53147ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$175,472GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionRAISE FUNDS FOR SCHOLARSHIPS TO STUDENTSActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$152,183CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$23,289CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$175,472CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$34,700CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$2,746CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$37,446CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$138,026CYRevenuesLessExpensesAmt
Total Assets BOY$475,396TotalAssetsBOYAmt
Total Assets EOY$579,866TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$475,396NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$579,866NetAssetsOrFundBalancesEOYAmt
MissionRAISE FUNDS FOR SCHOLARSHIPS TO STUDENTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$34,700ExpenseAmt
Grant$34,700GrantAmt
DescSCHOLARSHIP MONIES WERE PAID TO STUDENTS WHO GRADUATED FROM BADGER HIGH SCHOOL WHO ATTENDED POST-HIGH STUDIES.Desc
Total Program Service Expenses$34,700TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJON S CHAMBERLAINPersonNm
Phone2622491100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1119AddressLine1Txt
CityLAKE GENEVACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53147ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD TORHORST
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
JEFF BUNTROCK
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MARIE COLLINS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JON S CHAMBERLAIN
TREASURER3.00Yes (X)Yes (X)$0$0$0
WARREN FLITCROFT
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH RAILTON
DIRECTOR1.00Yes (X)$0$0$0
STEVEN J LOIS
DIRECTOR1.00Yes (X)$0$0$0
RUSS TRONSEN
DIRECTOR1.00Yes (X)$0$0$0
JAMES GOTTINGER
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$152,183AllOtherContributionsAmt
Total Contributions$152,183TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,289TotalRevenueColumnAmt
Exclusion$23,289ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$175,472TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23,289ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$34,700TotalAmt
Program Services$34,700ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,746TotalAmt
Management And General$2,746ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,446TotalAmt
Program Services$34,700ProgramServicesAmt
Management And General$2,746ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$46,941BOYAmt
EOY$164,423EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$428,455BOYAmt
EOY$415,443EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$475,396BOYAmt
EOY$579,866EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$58,028BOYAmt
EOY$166,290EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$417,368BOYAmt
EOY$413,576EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$475,396BOYAmt
EOY$579,866EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$475,396BOYAmt
EOY$579,866EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$138,026ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$33,556NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,717CurrentTaxYearMinus1YearAmt
Current Tax Year$145,600CurrentTaxYearAmt
Total$379,211TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,717CurrentTaxYearMinus1YearAmt
Current Tax Year$145,600CurrentTaxYearAmt
Total$379,211TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$379,211PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,112CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,856CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,990CurrentTaxYearMinus1YearAmt
Current Tax Year$23,290CurrentTaxYearAmt
Total$72,563TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,112CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,856CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,990CurrentTaxYearMinus1YearAmt
Current Tax Year$23,290CurrentTaxYearAmt
Total$72,563TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,456CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,406CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,707CurrentTaxYearMinus1YearAmt
Current Tax Year$168,890CurrentTaxYearAmt
Total$451,774TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.83940PublicSupportCY509Pct
Public Support PY5090.82580PublicSupportPY509Pct
Investment Income CY0.16060InvestmentIncomeCYPct
Investment Income PY0.17420InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient68RecipientCnt
Cash Grant$34,700CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationA SPREADSHEET IS MAINTAINED SHOWING THE AMOUNT GIVEN TO EACH SCHOLARSHIP RECIPIENT AND WHETHER OR NOT THEY MET THE CRITERIA FOR THE SCHOLARSHIP.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 13AWI
FORM 990, PART VI, SECTION A, LINE 8BMINUTES ARE KEPT OF EVERY BOARD MEETING
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS APPROVED AT THE ANNUAL MEETING PRIOR TO FILING THE RETURN
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS ACKNOWLEDGE ANY CONFLICTS AT THE ANNUAL MEETING OR AS THEY ARISE.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST