MOUNT HOREB COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MOUNT HOREB COMMUNITY FOUNDATION INC (EIN 39-1626231)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201303179349300915
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T11:21:54-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390857178 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & GESTELAND LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1764 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391626231 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNT HOREB COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MOUN | NameControl |
| Phone | 6084378283 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 66 | AddressLine1 |
| City | MOUNT HOREB | City |
| State | WI | State |
| ZIP Code | 53572 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER WALTZ | Name |
| Title | PRESIDENT | Title |
| Phone | 6054375577 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDALL W HACKBARTH | Name |
| PTIN | P00043652 | PTIN |
| Phone | 6088367500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER WALTZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 EAST MAIN ST | AddressLine1 |
| City | MOUNT HOREB | City |
| State | WI | State |
| ZIP Code | 53572 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 890640 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MHCFOUND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S PURPOSE IS TO RECEIVE DONATIONS AND BEQUESTS FROM PEOPLE WISHING TO CONTRIBUTE TO THE FUTURE WELFARE OF THE MT. HOREB COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2078 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2900 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 66754 | InvestmentIncomePriorYear |
| Investment Income Current Year | 140725 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 68832 | TotalRevenuePriorYear |
| Total Revenue Current Year | 143625 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 49785 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 61188 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24292 | OtherExpensePriorYear |
| Other Expenses Current Year | 29969 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 74077 | TotalExpensesPriorYear |
| Total Expenses Current Year | 91157 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5245 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 52468 | RevenuesLessExpensesCY |
| Total Assets BOY | 1490845 | TotalAssetsBOY |
| Total Assets EOY | 1616950 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1490845 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1616950 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION'S MISSION IS TO RECEIVE DONATIONS AND BEQUESTS FROM PEOPLE WISHING TO CONTRIBUTE TO THE FUTURE WELFARE OF THE MOUNT HOREB COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 61415 | Expense |
| Grants | 61188 | Grants |
| Description | TO DISTRIBUTE GRANTS TO MT. HOREB COMMUNITY ORGANIZATIONS THAT BENEFIT THE FUTURE WELFARE OF THE SURROUNDING AREA. | Description |
| Total Program Service Expense | 61415 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER WALTZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6084375577 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 EAST MAIN ST | AddressLine1 |
| City | MOUNT HOREB | City |
| State | WI | State |
| ZIP Code | 53572 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RAY ANDERSON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DR MARK R BOHL | ||||||
| VICE PRESIDENT | 0.50 | X | 0 | 0 | 0 | X |
| DAVID BOYDEN | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SUSAN BRICE | ||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | X |
| RALPH L BUECHNER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ELIZABETH DRAPE | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| VERN DRAPE | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JAMES BUECHNER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PATRICIA FANNON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DAN FLOOD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JULIE HAEBIG | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PHILLIP HALVERSON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DOROTHY L HANDRICK | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PAT CONWAY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL R MCNALL | ||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | X |
| CHUCK MISKY | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JOHN HUMPHRIES | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| GEORGIA POST | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| ALLEN SCHMIDT | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SHIRLEY KELLER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| TERI L VIERIMA | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MARY G WALTZ | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| PETER J WALTZ | ||||||
| PRESIDENT | 0.50 | X | 0 | 0 | 0 | X |
| SCOTT P WINNER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2900 | AllOtherContributions |
| Total Contributions | 2900 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47651 | TotalRevenueColumn |
| Exclusion | $47,651 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 840089 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 747015 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93074 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93074 | TotalRevenueColumn |
| Exclusion | $93,074 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 143625 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $140,725 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61188 | Total |
| Program Services | 61188 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2038 | Total |
| Management And General | 2038 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15523 | Total |
| Management And General | 15523 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10483 | Total |
| Management And General | 10483 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1644 | Total |
| Management And General | 1644 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BLOODMOBILE | 227 | 227 | |
| LICENSES AND FEES | 54 | 54 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91157 | Total |
| Program Services | 61415 | ProgramServices |
| Management And General | 29742 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490845 | BOY |
| EOY | 1616950 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490845 | BOY |
| EOY | 1616950 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1471910 | BOY |
| EOY | 1595451 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8435 | BOY |
| EOY | 10999 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10500 | BOY |
| EOY | 10500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490845 | BOY |
| EOY | 1616950 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1490845 | BOY |
| EOY | 1616950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 52468 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 73637 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2900 | CurrentTaxYear |
| Total | 9262 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1614 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1861 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2900 | CurrentTaxYear |
| Total | 9262 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 9262 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63895 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -4207 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86604 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66754 | CurrentTaxYearMinus1Year |
| Current Tax Year | 140725 | CurrentTaxYear |
| Total | 353771 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 363033 | TotalSupport |
| Public Support Pertcentage170 | 0.02550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.03830 | PublicSupportPertcentPriorYear |
| Private Foundation170 | X | PrivateFoundation170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10500 | BeginningOfYearBalance |
| End Of Year Balance | 10500 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10500 | BeginningOfYearBalance |
| End Of Year Balance | 10500 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10500 | BeginningOfYearBalance |
| End Of Year Balance | 10500 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10500 | BeginningOfYearBalance |
| End Of Year Balance | 10500 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10500 | BeginningOfYearBalance |
| End Of Year Balance | 10500 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BMO HARRIS TRUST | Description |
| Book Value | 1616950 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1616950 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ORGANIZATION INTENDS TO USE ESTIMATED EARNINGS FROM THE ENDOWMENT FUND TO PROVIDE ANNUAL SCHOLARSHIPS TO STUDENTS IN THE MOUNT HOREB COMMUNITY. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MOUNT HOREB AREA HISTORICAL SOCIETY | |||||||
| 138 EAST MAIN STREET | MT HOREB | WI | 53572 | 510180176 | 501(C)(3) | 10000 | FUNDS WERE USED FOR A NEW EXHIBIT AT THE HISTORICAL SOCIETY. FUNDS WERE ALSO USED TO COVER PROMOTIONAL AND STAFF COSTS OF A CAPITAL CAMPAIGN FOR THE CONSTRUCTION OF A HERITAGE CENTER. |
| MOUNT HOREB YOUTH CENTER INC | |||||||
| 105 NORTH GROVE STREET | MT HOREB | WI | 53572 | 455558011 | 501(C)(3) | 5000 | FUNDS PROVIDED TO HELP COVER THE MOUNT HOREB YOUTH CENTER'S GENERAL OPERATING NEEDS INCLUDING SUPPLIES, TO START NEW PROGRAMS, AND AMERICORPS PERSONNEL. |
| MOUNT HOREB PUBLIC LIBRARY | |||||||
| 105 PERIMETER STREET | MT HOREB | WI | 53572 | 396006326 | 5000 | FUNDS PROVIDED ANNUALLY TO BENEFIT THE MOUNT HOREB PUBLIC LIBRARY GENERAL OPERATING NEEDS. | |
| MOUNT HOREB MIDDLE SCHOOL | |||||||
| 900 EAST GARFIELD STREET | MT HOREB | WI | 53572 | 391050370 | 6610 | FUNDS PROVIDED TO COVER SUPPLIES AND STAFFING FOR AN AFTER SCHOOL PROGRAM THAT PROVIDES TUTORING FOR STUDENTS. FUNDS ALSO USED FOR SCIENCE OLYMPIAD. | |
| MOUNT HOREB YOUNG LIFE | |||||||
| 104 SOUTH GROVE STREET | MT HOREB | WI | 53572 | 840385934 | 501(C)(3) | 5000 | FUNDS USED TO COVER BUS COSTS FROM SENDING OVER 50 KIDS TO CAMP. |
| MOUNT HOREB ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 309 MEADOW VIEW RD | MT HOREB | WI | 53572 | 461392525 | 5000 | FUNDS USED TO PAY FOR LEGAL ASSISTANCE ASSOCIATED WITH START UP COSTS AND A SURVEY OF LOCAL BUSINESSES TO DETERMINE MARKET STATUS AND CONSTRAINTS. | |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: CHARITABLE ORGANIZATIONS WISHING TO OBTAIN A GRANT APPLY TO THE MOUNT HOREB COMMUNITY FOUNDATION, PROVIDING A PROJECT DESCRIPTION OF WHAT THE FUNDS, IF APPROVED, WOULD BE USED FOR. THE BOARD CHOOSES WHICH APPLICATIONS TO APPROVE. THE BOARD FOLLOWS UP AS NECESSARY WITH THE GRANTEE ORGANIZATIONS / INDIVIDUALS RELATED TO THE ACTUAL USE OF THE GRANT FUNDS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VERN AND ELIZABETH DRAPE ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS, AND ALSO HAVE A FAMILY RELATIONSHIP. PETER AND MARY WALTZ ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS, AND ALSO HAVE A FAMILY RELATIONSHIP. JAMES AND RALPH BUECHNER ARE BOTH MEMBERS OF THE BOARD OF DIRECTORS, AND ALSO HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FOUNDATION HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ANNUAL FORM 990 IS REVIEWED BY THE PRESIDENT OF THE FOUNDATION PRIOR TO FILING, AND A COPY IS FORWARDED TO MEMBERS OF THE BOARD OF DIRECTORS, UPON REQUEST. | |
| THE ORGANIZATION DOES NOT HAVE EMPLOYEES, AND THEREFORE THERE IS NO FORMAL COMPENSATION REVIEW PROCESS IN PLACE. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | BOOKKEEPING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,483. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,483. | OTHER FEES |
| FORM 990, SCHEDULE A, PART II, SECTION C, LINE 18 | WHILE THE 33 1/3 TEST IS NOT MET, WE BELIEVE THE MOUNT HOREB COMMUNITY FOUNDATION, INC IS PUBLICLY SUPPORTED. UP TO FIVE CONTRIBUTIONS ARE RECEIVED EACH YEAR TO BENEFIT THE MOUNT HOREB COMMUNITY. SOME OF THESE CONTRIBUTIONS EXCEED THE 2% TEST. CONTRIBUTORS VARY FROM YEAR TO YEAR AND ARE UNRELATED PARTIES. THE FOUNDATION TREATS MOST OF THESE CONTRIBUTIONS AS ENDOWMNETS, WHICH INCREASE INVESTMENT INCOME. MOST OF THE INVESTMENT INCOME IS GRANTED OUT EACH YEAR TO NON-PROFIT ORGANIZATIONS. | PUBLIC SUPPORT TEST |