Civic Intelligence

Community Benefit Tree Inc.

990 • Fiscal year 2023 • EIN 20-0839777

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profilewww.communitybenefittree.org
W1734 Ken Dale DrKaukauna, WI 54130

(920) 422-1919

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

7th percentile

-30%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$214,664

Down $90,593 (-30%) from 2022

Net Assets

Down

$214,664

Down $90,593 (-30%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin18th percentile

Revenue

Down

$525,499

Down $83,412 (-14%) from 2022

Expenses

Up

$616,377

Up $176,240 (+40%) from 2022

Net Income

Down

-$90,878

Down $259,652 (-154%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$400K$300K$200K$100K$0Assets 2010: $45,234Liabilities 2010: $0Net Assets 2010: $45,2342010Assets 2011: $114,656Liabilities 2011: $5,314Net Assets 2011: $109,3422011Assets 2012: $150,377Liabilities 2012: $20,890Net Assets 2012: $129,4872012Assets 2013: $107,262Liabilities 2013: $8,350Net Assets 2013: $98,9122013Assets 2014: $308,126Liabilities 2014: $262,790Net Assets 2014: $45,3362014Assets 2015: $308,783Liabilities 2015: $285,356Net Assets 2015: $23,4272015Assets 2016: $247,359Liabilities 2016: $210,662Net Assets 2016: $36,6972016Assets 2017: $253,694Liabilities 2017: $222,693Net Assets 2017: $31,0012017Assets 2018: $251,292Liabilities 2018: $224,145Net Assets 2018: $27,1472018Assets 2019: $168,664Liabilities 2019: $147,967Net Assets 2019: $20,6972019Assets 2020: $160,530Liabilities 2020: $120,322Net Assets 2020: $40,2082020Assets 2021: $137,645Liabilities 2021: $106,343Net Assets 2021: $31,3022021Assets 2022: $305,257Liabilities 2022: $0Net Assets 2022: $305,2572022Assets 2023: $214,664Liabilities 2023: $0Net Assets 2023: $214,6642023Assets 2024: $240,021Liabilities 2024: $451Net Assets 2024: $239,5702024

Highlighted filing

2023

Assets$214,664
Liabilities$0
Net Assets$214,664
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $271,7832010Expenses 2011: $501,8512011Expenses 2012: $442,6982012Revenue 2013: $352,078Expenses 2013: $382,628Net Income 2013: -$30,5502013Revenue 2014: $361,120Expenses 2014: $414,696Net Income 2014: -$53,5762014Revenue 2015: $432,096Expenses 2015: $454,005Net Income 2015: -$21,9092015Revenue 2016: $513,981Expenses 2016: $500,711Net Income 2016: $13,2702016Revenue 2017: $358,058Expenses 2017: $363,754Net Income 2017: -$5,6962017Revenue 2018: $344,512Expenses 2018: $348,366Net Income 2018: -$3,8542018Revenue 2019: $303,789Expenses 2019: $310,845Net Income 2019: -$7,0562019Revenue 2020: $317,077Expenses 2020: $315,685Net Income 2020: $1,3922020Revenue 2021: $255,500Expenses 2021: $300,806Net Income 2021: -$45,3062021Revenue 2022: $608,911Expenses 2022: $440,137Net Income 2022: $168,7742022Revenue 2023: $525,499Expenses 2023: $616,377Net Income 2023: -$90,8782023Revenue 2024: $638,883Expenses 2024: $581,217Net Income 2024: $57,6662024

Highlighted filing

2023

Revenue$525,499
Expenses$616,377
Net Income-$90,878
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$525,499
Mission and Program Overview

Mission

To assist individuals and their families within the community during their medical crisis through education, support, resources and financial assistance through individual benefits.

To assist individuals and their families within the community during their medical crisis through education, support, resources, and financial assistance through personalized fundraising events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$263,175$162,186▼ $100,989
Inventories for Sale or Use$24,224$24,224→ $0
Cash and Non-Interest-Bearing Accounts$13,802$24,157▲ $10,355
Land, Buildings, and Equipment, Net$2,456$2,497▲ $41
Total Assets$305,257$214,664▼ $90,593
Other Assets Total$1,600$1,600→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$233,342$167,157▼ $66,185
Net Assets Without Donor Restrictions$71,915$47,507▼ $24,408
Total Net Assets Fund Balance$305,257$214,664▼ $90,593
Total Liabilities and Net Assets / Fund Balance$305,257$214,664▼ $90,593

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$123$7,734-
Equipment$2,374$5,916-
Other Assets Org$1,600--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Lisa DolajeckPresident
Scott LamersVice President
Jess LocyBoard Member
Joe AckermanBoard Member
Lindsay SorensonBoard member
TJ HemauerBoard Member
Don HerrmannSecretary
Will WoolmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$264,341
Program Service Revenue
$260,921
Investment Income
$237
Other Revenue
$0
All Other Contributions
$143,253
Change in Net Assets
$-90,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$264,790
Salaries, Compensation, and Employee Benefits$167,937
Grants and Similar Amounts Paid$164,150
Total Fundraising Expense$135,185
Professional Fundraising Fees$19,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$164,150--$164,150
Other Salaries and Wages$111,272$22,254$14,836$148,362
Occupancy$39,926$13,309-$53,235
Office Expenses$26,669$8,890-$35,559
Fees for Services Professional Fundraising--$19,500$19,500
Fees for Services Other$1,890$13,530-$15,420
Payroll Taxes$10,143$2,029$1,352$13,524
Advertising$6,431$2,144-$8,575
All Other Expenses$3,565$3,723$18$7,306
Other Employee Benefits$4,539$907$605$6,051
Insurance$2,909$2,909-$5,818
Information Technology$2,773$924-$3,697
Other Expenses$3,350-$98,874$3,350
Fees for Services Accounting-$1,800-$1,800
Fees for Services Legal-$536-$536
Depreciation Depletion$81$157-$238
Conferences and Meetings-$12-$12
Total Functional Expenses$408,068$73,124$135,185$616,377
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$19,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wolf Golf Ou$35,378$35,378$4,881$30,497
Med Golf Out$34,378$34,378$2,915$31,463
Total Events$120,058$120,058$27,796$92,262
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“A draft copy of the Form 990 was provided to the Executive Director to be distributed to members of the board of directors for their review.”

Conflict of interest policy compliance Part VI line 12C

“Conflict of interest issue is revisited on a periodic basis and any conflicts are required to be disclosed to the board of directors on a timely basis.”

CEO executive director top management comp Part VI line 15A

“The board reviewed data obtained from the United Way regarding average pay of executive directors in the area and determined the executive directors salary to be based on funds that are anticipated to be available based on the organizations budget. The salary approved to be paid was less than the average of the salaries noted in the research.”

Governing documents etc available to public Part VI line 19

“These documents are available for inspection at the organizations business office or by mail upon the payment of reasonable duplication and postage costs.”

Filing and Contact Details

Filer

Filer Name
Community Benefit Tree Inc
EIN
20-0839777
Address
W1734 Ken Dale Dr, Kaukauna, WI 54130

Signing Officer

Name
Lisa Dolajeck
Title
President
Phone
9204221919
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
100

Preparer

Firm
Reliance Accounting & Tax Services
Address
2100 S Kensington Dr STE 3, Appleton, WI 54915
Preparer
Lindsay Sorenson
Phone
9205942635
Raw XML AppendixShowing 400 of 490 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To assist individuals and their families within the community during their medical crisis through education, support, resources, and financial assistance through personalized fundraising events.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02144
IRS990/AdvertisingGrp/ProgramServicesAmt06431
IRS990/AdvertisingGrp/TotalAmt08575
IRS990/AllOtherContributionsAmt0143253
IRS990/AllOtherExpensesGrp/FundraisingAmt018
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03723
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03565
IRS990/AllOtherExpensesGrp/TotalAmt07306
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Lindsay Sorenson
IRS990/BooksInCareOfDetail/PhoneNum09204221919
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0W1734 Ken Dale Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Kaukauna
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054130
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt013802
IRS990/CashNonInterestBearingGrp/EOYAmt024157
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt012
IRS990/ConferencesMeetingsGrp/TotalAmt012
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0120812
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0264341
IRS990/CYGrantsAndSimilarPaidAmt0164150
IRS990/CYInvestmentIncomeAmt0237
IRS990/CYOtherExpensesAmt0264790
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0260921
IRS990/CYRevenuesLessExpensesAmt0-90878
IRS990/CYSalariesCompEmpBnftPaidAmt0167937
IRS990/CYTotalExpensesAmt0616377
IRS990/CYTotalFundraisingExpenseAmt0135185
IRS990/CYTotalProfFndrsngExpnsAmt019500
IRS990/CYTotalRevenueAmt0525499
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0157
IRS990/DepreciationDepletionGrp/ProgramServicesAmt081
IRS990/DepreciationDepletionGrp/TotalAmt0238
IRS990/Desc0Facilitate fundraising events planned by family and friends of inidividuals going through a medical crisis and provided supportive services in to families facing medical debt including financial, emotional and community suport as well as directing them to community services that might benefit them.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0233342
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0167157
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0408068
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01800
IRS990/FeesForServicesAccountingGrp/TotalAmt01800
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0536
IRS990/FeesForServicesLegalGrp/TotalAmt0536
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013530
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01890
IRS990/FeesForServicesOtherGrp/TotalAmt015420
IRS990/FeesForServicesProfFundraising/FundraisingAmt019500
IRS990/FeesForServicesProfFundraising/TotalAmt019500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0Lindsay Sorenson
IRS990/Form990PartVIISectionAGrp/PersonNm1Jess Locy
IRS990/Form990PartVIISectionAGrp/PersonNm2TJ Hemauer
IRS990/Form990PartVIISectionAGrp/PersonNm3Joe Ackerman
IRS990/Form990PartVIISectionAGrp/PersonNm4Will Woolman
IRS990/Form990PartVIISectionAGrp/PersonNm5Lisa Dolajeck
IRS990/Form990PartVIISectionAGrp/PersonNm6Scott Lamers
IRS990/Form990PartVIISectionAGrp/PersonNm7Don Herrmann
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0120812
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0276
IRS990/GrantAmt0164150
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0164150
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0164150
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0525499
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0924
IRS990/InformationTechnologyGrp/ProgramServicesAmt02773
IRS990/InformationTechnologyGrp/TotalAmt03697
IRS990/InsuranceGrp/ManagementAndGeneralAmt02909
IRS990/InsuranceGrp/ProgramServicesAmt02909
IRS990/InsuranceGrp/TotalAmt05818
IRS990/InventoriesForSaleOrUseGrp/BOYAmt024224
IRS990/InventoriesForSaleOrUseGrp/EOYAmt024224
IRS990/InvestmentIncomeGrp/ExclusionAmt0237
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0237
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013650
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02456
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02497
IRS990/LandBldgEquipCostOrOtherBssAmt016147
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To assist individuals and their families within the community during their medical crisis through education, support, resources, and financial assistance through personalized fundraising events.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0305257
IRS990/NetAssetsOrFundBalancesEOYAmt0214664
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt071915
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt047507
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt013309
IRS990/OccupancyGrp/ProgramServicesAmt039926
IRS990/OccupancyGrp/TotalAmt053235
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08890
IRS990/OfficeExpensesGrp/ProgramServicesAmt026669
IRS990/OfficeExpensesGrp/TotalAmt035559
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01600
IRS990/OtherAssetsTotalGrp/EOYAmt01600
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0605
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0907
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04539
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06051
IRS990/OtherExpensesGrp/Desc0Events and Event Supplies
IRS990/OtherExpensesGrp/Desc1Program Fees
IRS990/OtherExpensesGrp/Desc2Volunteer Expenses
IRS990/OtherExpensesGrp/Desc3Presale Raffle Expenses
IRS990/OtherExpensesGrp/FundraisingAmt098874
IRS990/OtherExpensesGrp/ProgramServicesAmt024390
IRS990/OtherExpensesGrp/ProgramServicesAmt15980
IRS990/OtherExpensesGrp/ProgramServicesAmt23350
IRS990/OtherExpensesGrp/TotalAmt098874
IRS990/OtherExpensesGrp/TotalAmt124390
IRS990/OtherExpensesGrp/TotalAmt25980
IRS990/OtherExpensesGrp/TotalAmt33350
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014836
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022254
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0111272
IRS990/OtherSalariesAndWagesGrp/TotalAmt0148362
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01352
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02029
IRS990/PayrollTaxesGrp/ProgramServicesAmt010143
IRS990/PayrollTaxesGrp/TotalAmt013524
IRS990/PoliticalCampaignActyInd0false
IRS990/PriorPeriodAdjustmentsAmt0285
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0260921
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0260921
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0346532
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt092014
IRS990/PYInvestmentIncomeAmt0175
IRS990/PYOtherExpensesAmt0224649
IRS990/PYOtherRevenueAmt037744
IRS990/PYProgramServiceRevenueAmt0224460
IRS990/PYRevenuesLessExpensesAmt0168774
IRS990/PYSalariesCompEmpBnftPaidAmt0119724
IRS990/PYTotalExpensesAmt0440137
IRS990/PYTotalProfFndrsngExpnsAmt03750
IRS990/PYTotalRevenueAmt0608911
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-90878
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0260921
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0263175
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0467518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0514598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0104723
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0123759
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01305978
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0237
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0201
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0118254
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0172887
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0127753
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0476938
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt033294
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt035060
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt041745
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt039243
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt052076
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0201418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0237
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0958
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt01984334
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0525262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0583252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0255379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0316853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0303588
IRS990ScheduleA/Total509Grp/TotalAmt01984334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0525499
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0583427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0255500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0317077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0303789
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01985292
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02374
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05916
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt08290
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01600
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Undeposited Funds
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0123
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07734
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt07857
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02497
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01600
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Grant writing and annual appeal
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt086530
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt071530
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0Moore Fundraising Solutions
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt015000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0224 S Christine St
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Appleton
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd054915
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt027796
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Wolf Golf Ou
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Med Golf Out
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0506
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0806
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt050302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0120058
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034378
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt050302
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0120058
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt092262
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0193
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt0483
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0676
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04198
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011994
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04881
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02915
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04020
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt010300
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014320
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt086530
IRS990ScheduleG/TotalNetToOrganizationAmt071530
IRS990ScheduleG/TotalRetainedByContractorsAmt015000
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0164150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Assistance to Individuals for medical and living expenses

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$214,664
Liabilities
$0
Net assets
$214,664
Revenue
$525,499
Expenses
$616,377
Net income
-$90,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$6.39$5.81$0.58
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$5.25$6.16$0.91
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$6.09$4.40$1.69
2021Detailed filing. Detailed filing data is available for this year.$1.38$1.06$0.31$2.56$3.01$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.61$1.20$0.40$3.17$3.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.69$1.48$0.21$3.04$3.11$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$2.24$0.27$3.45$3.48$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.54$2.23$0.31$3.58$3.64$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$2.11$0.37$5.14$5.01$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$2.85$0.23$4.32$4.54$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.08$2.63$0.45$3.61$4.15$0.54
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.08$0.99$3.52$3.83$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.21$1.29$4.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.05$1.09$5.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$2.72