Civic Intelligence

West Bend Public Schools Foundation Inc.

990 • Fiscal year 2019 • EIN 26-0414037

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 02, 2019

PO Box 1112West Bend, WI 53095-1112

(262) 335-5435

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.05x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-70%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-5.3%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$191,487

Down $57,547 (-23%) from 2018

Net Assets

Down

$182,648

Down $57,661 (-24%) from 2018

Liabilities

Up

$8,839

Up $114 (+1.3%) from 2018

Revenue

Down

$82,439

Down $4,659 (-5.3%) from 2018

Expenses

Up

$140,100

Up $9,970 (+7.7%) from 2018

Net Income

Down

-$57,661

Down $14,629 (-34%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $2,238,421Liabilities 2014: $24,500Net Assets 2014: $2,213,9212014Assets 2015: $985,415Liabilities 2015: $26,475Net Assets 2015: $958,9402015Assets 2016: $678,563Liabilities 2016: $39,792Net Assets 2016: $638,7712016Assets 2017: $291,934Liabilities 2017: $8,593Net Assets 2017: $283,3412017Assets 2018: $249,034Liabilities 2018: $8,725Net Assets 2018: $240,3092018Assets 2019: $191,487Liabilities 2019: $8,839Net Assets 2019: $182,6482019Assets 2020: $76,444Liabilities 2020: $1,345Net Assets 2020: $75,0992020Assets 2021: $99,835Liabilities 2021: $9,480Net Assets 2021: $90,3552021Assets 2022: $132,096Liabilities 2022: $42,111Net Assets 2022: $89,9852022Assets 2023: $131,592Liabilities 2023: $34,556Net Assets 2023: $97,0362023Assets 2024: $141,670Liabilities 2024: $16,675Net Assets 2024: $124,9952024

Highlighted filing

2019

Assets$191,487
Liabilities$8,839
Net Assets$182,648

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $677,262Expenses 2014: $107,842Net Income 2014: $569,4202014Revenue 2015: $439,043Expenses 2015: $1,694,024Net Income 2015: -$1,254,9812015Revenue 2016: $159,763Expenses 2016: $479,932Net Income 2016: -$320,1692016Revenue 2017: $104,973Expenses 2017: $460,403Net Income 2017: -$355,4302017Revenue 2018: $87,098Expenses 2018: $130,130Net Income 2018: -$43,0322018Revenue 2019: $82,439Expenses 2019: $140,100Net Income 2019: -$57,6612019Revenue 2020: $66,030Expenses 2020: $173,579Net Income 2020: -$107,5492020Revenue 2021: $40,835Expenses 2021: $25,579Net Income 2021: $15,2562021Revenue 2022: $31,974Expenses 2022: $32,344Net Income 2022: -$3702022Revenue 2023: $39,502Expenses 2023: $32,451Net Income 2023: $7,0512023Revenue 2024: $33,465Expenses 2024: $5,506Net Income 2024: $27,9592024

Highlighted filing

2019

Revenue$82,439
Expenses$140,100
Net Income-$57,661
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 2, 2019
Return Version
2018v3.1
Gross Receipts
$115,419
Mission and Program Overview

Mission

In partnership with west bend public schools, we invest in student learning and classroom achievement by providing additional funding in the arts, innovation, and fitness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,246$123,420▼ $65,826
Savings and Temporary Cash Investments$42,677$42,698▲ $21
Pledges and Grants Receivable$16,449$24,710▲ $8,261
Prepaid Expenses and Deferred Charges$662$659▼ $3
Total Assets$249,034$191,487▼ $57,547
Liabilities
Accounts Payable and Accrued Expenses$8,725$8,839▲ $114
Total Liabilities$8,725$8,839▲ $114
Net Assets / Fund Balance
Unrestricted Net Assets$45,384$94,483▲ $49,099
Temporarily Rstr Net Assets$194,925$88,165▼ $106,760
Total Net Assets Fund Balance$240,309$182,648▼ $57,661
Total Liabilities and Net Assets / Fund Balance$249,034$191,487▼ $57,547
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul MoorePresident
Amy KieserBoard Member
Beth BensenBoard Member
Bink SteinbachBoard Member
Chris ZwygartBoard Member
Darci KetterBoard Member
Darci VanadestineBoard Member
Joel OngertBoard Member
Julie MauleBoard Member
Kelly D TigheBoard Member
Melinie ReishBoard Member
Robert JacquesBoard Member
Tim DehringBoard Member
Tim HarderBoard Member
Deb RoenschSecretary
Mike MurphyTreasurer
Steve AhlesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$58,145
Program Service Revenue
$0
Investment Income
$82
Other Revenue
$24,212
All Other Contributions
$6,085
Change in Net Assets
$-57,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$82,439
Revenue Not Reported on Form 990
$13,360
Total Revenue per Audited Statements
$95,799
Total Revenue per Form 990
$82,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,386
Other Expenses$9,714
Total Fundraising Expense$843
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$130,386--$130,386
Fees for Services Accounting-$4,300-$4,300
Insurance-$1,095-$1,095
Advertising--$597$597
Other Expenses-$709$221$221
Office Expenses-$120-$120
Total Functional Expenses$130,386$8,871$843$140,100

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$153,460
Expenses per Audited Statements$140,100
Total Expenses per Form 990$140,100
Expenses Not Reported on Form 990$13,360
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Bend Joint School District 1West Bend, WI501c3General$130,386
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,575
Fundraising Direct Expenses$32,980
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$47,330$28,170$8,380$19,790
Golf Outing$30,420$5,020-$5,020
Total Events$95,635$43,575$32,980$10,595
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
Audit committee
Yes
Backup withholding compliance
Yes
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
No
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, Page 6, Part VI, Line 11B

The treasurer will review the form 990 prior to issuance and will present it to the board at the next meeting.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy will be reviewed annually by a subcommittee and presented at the board meeting.

Form 990, Page 6, Part VI, Line 19

Form 990, governing documents, policies, and financial statements are available upon request from the organization within 72 hours.

Filing and Contact Details

Filer

Filer Name
West Bend Public Schools Foundation
EIN
26-0414037
Phone
2623355435
Address
PO BOX 1112, WEST BEND, WI 53095-1112

Signing Officer

Name
Mike Murphy
Title
Treasurer
Phone
2623355435
Signed
2019-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Murphy
Formed
2006
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
35

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Fundraising expenses 13,360 fundraising expenses -13,360

Financial Statement Notes

Schedule D, Page 3, Part X

The foundation's current accounting policy is to disclose liabilities for uncertain tax positions when a liability is probable and estimable. Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor is it aware of any exposure to unrelated business income tax. The foundation files tax returns in the u.s. Federal jurisdiction and the state of wisconsin. The foundation does not have any tax returns currently under examination by a federal or state jurisdiction.

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 13,360

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 13,360

Raw XML AppendixShowing 400 of 503 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/AccountsPayableAccrExpnssGrp/BOYAmt08725
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08839
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0IN PARTNERSHIP WITH WEST BEND PUBLIC SCHOOLS, WE INVEST IN STUDENT LEARNING AND CLASSROOM ACHIEVEMENT BY PROVIDING ADDITIONAL FUNDING IN THE ARTS, INNOVATION, AND FITNESS.
IRS990/AdvertisingGrp/FundraisingAmt0597
IRS990/AdvertisingGrp/TotalAmt0597
IRS990/AllOtherContributionsAmt06085
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MIKE MURPHY
IRS990/BooksInCareOfDetail/PhoneNum02623355435
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1112
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0530951112
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0189246
IRS990/CashNonInterestBearingGrp/EOYAmt0123420
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt052060
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt058145
IRS990/CYGrantsAndSimilarPaidAmt0130386
IRS990/CYInvestmentIncomeAmt082
IRS990/CYOtherExpensesAmt09714
IRS990/CYOtherRevenueAmt024212
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-57661
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0140100
IRS990/CYTotalFundraisingExpenseAmt0843
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt082439
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVISION OF FINANCIAL SUPPORT TO THE WEST BEND JOINT SCHOOL DISTRICT 1 VIA GRANTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0130386
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04300
IRS990/FeesForServicesAccountingGrp/TotalAmt04300
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0TIM DEHRING
IRS990/Form990PartVIISectionAGrp/PersonNm1DARCI KETTER
IRS990/Form990PartVIISectionAGrp/PersonNm2TIM HARDER
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS ZWYGART
IRS990/Form990PartVIISectionAGrp/PersonNm4DEB ROENSCH
IRS990/Form990PartVIISectionAGrp/PersonNm5BINK STEINBACH
IRS990/Form990PartVIISectionAGrp/PersonNm6KELLY D TIGHE
IRS990/Form990PartVIISectionAGrp/PersonNm7MIKE MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT JACQUES
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm10DARCI VANADESTINE
IRS990/Form990PartVIISectionAGrp/PersonNm11MELINIE REISH
IRS990/Form990PartVIISectionAGrp/PersonNm12BETH BENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm13AMY KIESER
IRS990/Form990PartVIISectionAGrp/PersonNm14JULIE MAULE
IRS990/Form990PartVIISectionAGrp/PersonNm15STEVE AHLES
IRS990/Form990PartVIISectionAGrp/PersonNm16JOEL ONGERT
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt052060
IRS990/FundraisingDirectExpensesAmt032980
IRS990/FundraisingGrossIncomeAmt043575
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0130386
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0130386
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0130386
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0115419
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt017
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01095
IRS990/InsuranceGrp/TotalAmt01095
IRS990/InvestmentIncomeGrp/ExclusionAmt082
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IN PARTNERSHIP WITH WEST BEND PUBLIC SCHOOLS, WE INVEST IN STUDENT LEARNING AND CLASSROOM ACHIEVEMENT BY PROVIDING ADDITIONAL FUNDING IN THE ARTS, INNOVATION, AND FITNESS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0240309
IRS990/NetAssetsOrFundBalancesEOYAmt0182648
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010595
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010595
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0120
IRS990/OfficeExpensesGrp/TotalAmt0120
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1MANAGEMENT FEE
IRS990/OtherExpensesGrp/Desc2LICENSES & PERMITS
IRS990/OtherExpensesGrp/Desc3FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt025
IRS990/OtherExpensesGrp/FundraisingAmt1221
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01819
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1828
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2709
IRS990/OtherExpensesGrp/TotalAmt01819
IRS990/OtherExpensesGrp/TotalAmt1828
IRS990/OtherExpensesGrp/TotalAmt2734
IRS990/OtherExpensesGrp/TotalAmt3221
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt013617
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013617
IRS990/OtherRevenueTotalAmt013617
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt016449
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt024710
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0662
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0659
IRS990/PrincipalOfficerNm0MIKE MURPHY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt068407
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0117849
IRS990/PYInvestmentIncomeAmt085
IRS990/PYOtherExpensesAmt012281
IRS990/PYOtherRevenueAmt018606
IRS990/PYRevenuesLessExpensesAmt0-43032
IRS990/PYTotalExpensesAmt0130130
IRS990/PYTotalRevenueAmt087098
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-57661
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042677
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt058145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0191391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0418860
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0824705
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0193
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0422
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0725
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01507
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt057192
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt050719
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt078757
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt093432
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0119909
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0400009
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt082
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0422
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0725
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01507
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt01224714
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0115337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0119126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0166659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0284823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0538769
IRS990ScheduleA/Total509Grp/TotalAmt01224714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0115419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0119211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0166852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0285245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0539494
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01226221
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/ExpensesNotReportedAmt013360
IRS990ScheduleD/ExpensesSubtotalAmt0140100
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt013360
IRS990ScheduleD/OtherRevenueAmt013360
IRS990ScheduleD/RevenueNotReportedAmt013360
IRS990ScheduleD/RevenueSubtotalAmt082439
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE FOUNDATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 13,360
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 13,360
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt0140100
IRS990ScheduleD/TotalRevenuePerForm990Amt082439
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt095799
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0153460
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt052060
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019160
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt025400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt07500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt032980
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0650
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09743
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01830
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047330
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt030420
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt017885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05020
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt010385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043575
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010595
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0624
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09004
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01875
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt05878
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07753
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0130386
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WEST BEND JOINT SCHOOL DISTRICT 1
IRS990ScheduleI/RecipientTable/RecipientEIN0396005127

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings