Civic Intelligence

Medical Society of Milwaukee Foundation Inc.

990EZ • Fiscal year 2013 • EIN 20-4483516

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

210 Green Bay Road53092

(262) 242-6280

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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-7331%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-3.3%

Faster asset growth than 39% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$34,625

Down $1,173 (-3.3%) from 2012

Net Assets

Down

$34,625

Down $1,173 (-3.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$16

Down $58 (-78%) from 2012

Expenses

Down

$1,189

Down $259 (-18%) from 2012

Net Income

Up

-$1,173

Up $201 (+15%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $39,694Liabilities 2010: $0Net Assets 2010: $39,6942010Assets 2011: $37,172Liabilities 2011: $02011Assets 2012: $35,798Liabilities 2012: $0Net Assets 2012: $35,7982012Assets 2013: $34,625Liabilities 2013: $0Net Assets 2013: $34,6252013Assets 2014: $66,438Liabilities 2014: $16,7172014Assets 2015: $44,595Liabilities 2015: $02015Assets 2016: $196,014Liabilities 2016: $4,366Net Assets 2016: $191,6482016Assets 2017: $208,070Liabilities 2017: $950Net Assets 2017: $207,1202017Assets 2018: $187,873Liabilities 2018: $1,167Net Assets 2018: $186,7062018Assets 2019: $188,446Liabilities 2019: $1,533Net Assets 2019: $186,9132019Assets 2020: $193,800Liabilities 2020: $10Net Assets 2020: $193,7902020Assets 2021: $210,492Liabilities 2021: $0Net Assets 2021: $210,4922021Assets 2022: $183,724Liabilities 2022: $0Net Assets 2022: $183,7242022Assets 2023: $195,877Liabilities 2023: $02023Assets 2024: $213,030Liabilities 2024: $700Net Assets 2024: $212,3302024

Highlighted filing

2013

Assets$34,625
Liabilities$0
Net Assets$34,625

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $2,076Expenses 2010: $62,524Net Income 2010: -$60,4482010Revenue 2011: $183Expenses 2011: $2,705Net Income 2011: -$2,5222011Revenue 2012: $74Expenses 2012: $1,448Net Income 2012: -$1,3742012Revenue 2013: $16Expenses 2013: $1,189Net Income 2013: -$1,1732013Revenue 2014: $34,017Expenses 2014: $18,921Net Income 2014: $15,0962014Revenue 2015: $758Expenses 2015: $5,884Net Income 2015: -$5,1262015Revenue 2016: $203,987Expenses 2016: $56,934Net Income 2016: $147,0532016Revenue 2017: $17,347Expenses 2017: $18,644Net Income 2017: -$1,2972017Revenue 2018: $14,111Expenses 2018: $32,973Net Income 2018: -$18,8622018Revenue 2019: $13,445Expenses 2019: $28,440Net Income 2019: -$14,9952019Revenue 2020: $1,735Expenses 2020: $12,453Net Income 2020: -$10,7182020Revenue 2021: $25,871Expenses 2021: $9,169Net Income 2021: $16,7022021Revenue 2022: $298Expenses 2022: $3,177Net Income 2022: -$2,8792022Revenue 2023: $2,714Expenses 2023: $2,977Net Income 2023: -$2632023Revenue 2024: $3,339Expenses 2024: $3,101Net Income 2024: $2382024

Highlighted filing

2013

Revenue$16
Expenses$1,189
Net Income-$1,173
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.0
Gross Receipts
$16
Mission and Program Overview

Mission

Uniting a profession, the Medical Society of Milwaukee Foundation empowers physicians through philanthropic partnerships and compelling programming to impact lives and strengthen communities.

Milwaukeecares supports scientific or medical research and/or assistance to uninsured persons in financial distress in need of medical assistance

Program Services

DescriptionGrantsExpenses
MILWAUKEECARES SUPPORTS SCIENTIFIC OR MEDICAL RESEARCH AND/OR ASSISTANCE TO UNINSURED PERSONS IN FINANCIAL DISTRESS IN NEED OF MEDICAL ASSISTANCE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY OTTERS MDDirectorPT$0--
JULIE SCHULLER MDTreasurerPT$0--
MARLENE MELZER-LANGE MDDirectorPT$0--
TINA C MASON MDPresidentPT$0--
BECKY WIMMERDirectorPT$0--
LARRY PHEIFERDirectorPT$0--
Filing and Contact Details

Filer

EIN
20-4483516
Phone
2622426280

Signing Officer

Name
Becky Wimmer
Title
Executive Director
Phone
2622426280
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Daniel R Moriarty CPA
Phone
2622439610
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 16.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: travel. Amount: 475.

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10PREMIER CHOICE ASSOCIATION MANAGEMENT LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum02622426280
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10210 GREEN BAY ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0THIENSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053092
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035798
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1173
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0714
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035798
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034625
IRS990EZ/GrossReceiptsAmt016
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035798
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035798
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANTHONY OTTERS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIE SCHULLER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARLENE MELZER-LANGE MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TINA C MASON MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BECKY WIMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LARRY PHEIFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0475
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MILWAUKEECARES SUPPORTS SCIENTIFIC OR MEDICAL RESEARCH AND/OR ASSISTANCE TO UNINSURED PERSONS IN FINANCIAL DISTRESS IN NEED OF MEDICAL ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MILWAUKEECARES SUPPORTS SCIENTIFIC OR MEDICAL RESEARCH AND/OR ASSISTANCE TO UNINSURED PERSONS IN FINANCIAL DISTRESS IN NEED OF MEDICAL ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01189
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MILWAUKEE CARES.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0143126
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0145739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0318
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01900
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02356
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60930
IRS990ScheduleA/PublicSupportPY170Pct00.30000
IRS990ScheduleA/PublicSupportTotal170Amt090234
IRS990ScheduleA/SubstantialContributorsTotAmt055505
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02613
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0143126
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0145739
IRS990ScheduleA/TotalSupportAmt0148095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRAVEL. AMOUNT: 475.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BECKY WIMMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02622426280
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10MILWAUKEE CARES INC
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0204483516
ReturnHeader/Filer/PhoneNum02622426280
ReturnHeader/Filer/USAddress/AddressLine10210 GREEN BAY ROAD
ReturnHeader/Filer/USAddress/City0THIENSVILLE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381977929
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANDERSON TACKMAN & CO PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101249 W LIEBAU RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MEQUON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053092
ReturnHeader/PreparerPersonGrp/PhoneNum02622439610
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL R MORIARTY CPA
ReturnHeader/ReturnTs02014-05-15T17:18:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.01$2.12$0.03$0.03$0.00
2023Summary only. Only limited summary data is available for this year.$1.96$0.00$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.26$0.09$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.02$0.12$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.02$1.87$0.13$0.28$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.01$1.87$0.14$0.33$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.17$0.19$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.04$1.92$2.04$0.57$1.47
2015Summary only. Only limited summary data is available for this year.$0.45$0.00$0.01$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$0.66$0.17$0.34$0.19$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.01$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.00$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$0.37$0.00$0.00$0.03$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.02$0.63$0.60