Civic Intelligence

Cedar Street Charitable Foundation Inc.

990 • Fiscal year 2017 • EIN 26-4530730

Jan 01, 2017 to Dec 31, 2017 • Filed on May 31, 2018

313 N Plankinton Avenue No 216Milwaukee, WI 53203

(847) 921-3126

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

3rd percentile

0.00x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

31%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$31,837,145

Up $4,057,832 (+15%) from 2016

Net Assets

Up

$31,837,145

Up $4,063,833 (+15%) from 2016

Liabilities

Down

$0

Down $6,001 (-100%) from 2016

Revenue

Up

$9,732,574

Up $2,287,089 (+31%) from 2016

Expenses

Up

$6,984,792

Up $2,291,833 (+49%) from 2016

Net Income

Down

$2,747,782

Down $4,744 (-0.2%) from 2016

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $6,498,427Liabilities 2010: $165,882Net Assets 2010: $6,332,5452010Assets 2011: $8,514,741Liabilities 2011: $247,658Net Assets 2011: $8,267,0832011Assets 2012: $21,586,242Liabilities 2012: $333,316Net Assets 2012: $21,252,9262012Assets 2013: $22,764,053Liabilities 2013: $293,316Net Assets 2013: $22,470,7372013Assets 2014: $28,756,365Liabilities 2014: $138,316Net Assets 2014: $28,618,0492014Assets 2015: $23,878,857Liabilities 2015: $36,001Net Assets 2015: $23,842,8562015Assets 2016: $27,779,313Liabilities 2016: $6,001Net Assets 2016: $27,773,3122016Assets 2017: $31,837,145Liabilities 2017: $0Net Assets 2017: $31,837,1452017Assets 2018: $36,168,932Liabilities 2018: $0Net Assets 2018: $36,168,9322018Assets 2019: $42,694,141Liabilities 2019: $0Net Assets 2019: $42,694,1412019Assets 2020: $48,173,188Liabilities 2020: $0Net Assets 2020: $48,173,1882020Assets 2021: $72,743,564Liabilities 2021: $0Net Assets 2021: $72,743,5642021Assets 2022: $60,840,694Liabilities 2022: $0Net Assets 2022: $60,840,6942022Assets 2023: $63,645,171Liabilities 2023: $0Net Assets 2023: $63,645,1712023Assets 2024: $65,400,988Liabilities 2024: $0Net Assets 2024: $65,400,9882024

Highlighted filing

2017

Assets$31,837,145
Liabilities$0
Net Assets$31,837,145

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $1,080,7582010Expenses 2011: $1,132,7592011Expenses 2012: $1,649,4372012Revenue 2013: $5,176,039Expenses 2013: $4,490,721Net Income 2013: $685,3182013Revenue 2014: $11,608,861Expenses 2014: $4,745,998Net Income 2014: $6,862,8632014Revenue 2015: $3,221,339Expenses 2015: $5,480,379Net Income 2015: -$2,259,0402015Revenue 2016: $7,445,485Expenses 2016: $4,692,959Net Income 2016: $2,752,5262016Revenue 2017: $9,732,574Expenses 2017: $6,984,792Net Income 2017: $2,747,7822017Revenue 2018: $15,128,635Expenses 2018: $7,002,734Net Income 2018: $8,125,9012018Revenue 2019: $11,919,092Expenses 2019: $9,833,731Net Income 2019: $2,085,3612019Revenue 2020: $14,997,548Expenses 2020: $11,257,776Net Income 2020: $3,739,7722020Revenue 2021: $36,616,391Expenses 2021: $11,249,058Net Income 2021: $25,367,3332021Revenue 2022: $12,150,219Expenses 2022: $13,574,034Net Income 2022: -$1,423,8152022Revenue 2023: $18,147,429Expenses 2023: $16,987,324Net Income 2023: $1,160,1052023Revenue 2024: $16,111,059Expenses 2024: $14,490,503Net Income 2024: $1,620,5562024

Highlighted filing

2017

Revenue$9,732,574
Expenses$6,984,792
Net Income$2,747,782
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 31, 2018
Return Version
2017v2.2
Gross Receipts
$36,547,693
Mission and Program Overview

Mission

Sponsorship of donor advised funds and the making of grants and contributions to other qualified 501(c)(3) organizations.

The making of grants to other qualified 501(c)(3) organizations and the sponsorship of donor advised funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,711,501$31,755,317▲ $4,043,816
Cash and Non-Interest-Bearing Accounts$22,205$25,933▲ $3,728
Total Assets$27,779,313$31,837,145▲ $4,057,832
Other Assets Total$45,607$55,895▲ $10,288
Liabilities
Accounts Payable and Accrued Expenses$6,001$0▼ $6,001
Total Liabilities$6,001$0▼ $6,001
Net Assets / Fund Balance
Unrestricted Net Assets$27,773,312$31,837,145▲ $4,063,833
Total Net Assets Fund Balance$27,773,312$31,837,145▲ $4,063,833
Total Liabilities and Net Assets / Fund Balance$27,779,313$31,837,145▲ $4,057,832
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gregg W GeorgeDirector and President
Carrie Raymond BedoreDirector
Michael J Van HandelDirector
Bladen J BurnsDirector and Secretary
Jeff MosterDirector and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,989,401
Program Service Revenue
$0
Investment Income
$1,743,173
Other Revenue
$0
All Other Contributions
$7,989,401
Change in Net Assets
$2,747,782

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$7,659,891Listed Fair Value
Total Noncash Contributions$7,659,891-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,732,574
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,316,051
Total Revenue per Audited Statements
$11,048,625
Total Revenue per Form 990
$9,732,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,858,050
Other Expenses$126,742
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,858,050--$6,858,050
Fees for Services Management-$59,999-$59,999
Information Technology-$32,289-$32,289
Fees for Services Accounting-$20,000-$20,000
Fees for Services Legal-$7,162-$7,162
Insurance-$5,496-$5,496
Fees for Services Other-$1,461-$1,461
Other Expenses-$335-$335
Total Functional Expenses$6,858,050$126,742$0$6,984,792

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,984,792
Total Expenses per Audited Statements$6,984,792
Total Expenses per Form 990$6,984,792
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sacred Heart UniversityFairfield, CT-Martire Building$832,500
United Way of Greater MilwaukeeMilwaukee, WI-General$621,500
Willow Creek ChurchSouth Barrington, IL-General$615,000
Medical College of WisconsinMilwaukee, WI-General$544,500
Grace Community ChurchMilwaukee, WI-General$300,000
St Ambrose UniversityDavenport, IA-General$250,000
Rockford UniversityRockford, IL-General$200,000
Walsh University Endowment FundNorth Canton, OH-General$166,000
The American CollegeBryn Mawr, PA-General$144,752
Duke UniversityDurham, NC-General$131,000
Willow Creek AssociationSouth Barrington, IL-General$130,000
University of Notre DameNotre Dame, IN-General$125,000
Lutheran Special SchoolMilwaukee, WI-General$120,000
Pathways High SchoolMilwaukee, WI-General$110,000
Akron Childrens HospitalAkron, OH-General$100,000
United Way of Ne FloridaJacksonville, FL-General$83,500
CHILDREN'S HOSPITAL OF WISCONSINMilwaukee, WI-General$79,290
Marquette University High SchoolMilwaukee, WI-General$66,000
American Heart AssociationDallas, TX-General$61,000
Honey Creek ChurchMilwaukee, WI-General$60,649
Planned Parenthood of WisconsinMilwaukee, WI-General$59,500
Immanuel Presbyterian ChurchMilwaukee, WI-General$59,000
Best Buddies WisconsinWauwatosa, WI-General$52,000
Diocese of BridgeportBridgeport, CT-General$50,000
Goochland Education FoundationGoochland, VA-General$50,000
Cathedral Arts ProjectJacksonville, FL-General$46,000
Milwaukee Art MuseumMilwaukee, WI-General$44,000
Jsu FoundationJacksonville, AL-General$40,000
Jacksonville Humane SocietyJacksonville, FL-General$37,500
Davidson CollegeDavidson, NC-Atheltic Fund$33,000
Boys & Girls Club of Greater LacrosseLacrosse, WI-General$30,860
Derby AcademyHingham, MA-General$30,000
Grace ChurchFrisco, TX-General$30,000
Redemption Hill ChurchRound Rock, TX-General$30,000
St Laurence FoundationBurbank, IL-General$30,000
Milwaukee Repertory TheatreMilwaukee, WI-General$26,500
American Diabetes AssociationJacksonville, FL-General$25,000
Camp I Am SpecialSt Johns, FL-General$25,000
Casa De AmmaSan Juan, CA-General$25,000
Jacksonville UniversityJacksonville, FL-General$25,000
One Love FoundationBronxville, NY-General$25,000
St Laurence High SchoolBurbank, IL-General$25,000
The DoorwaysRichmond, VA-General$25,000
University of PittsburghPittsburgh, PA-Dept of Athletics$25,000
United Performing Arts FundMilwaukee, WI-General$23,000
Boys & Girls Club of Greater MilwaukeeMilwaukee, WI-General$20,500
ST PAUL'S LUTHERAN CHURCHWaverly, IA-General$20,500
Campaign for Catholic SchoolsBraintree, MA-General$20,000
Catholic Charities of East TennesseeKnoxville, TN-General$20,000
Divine Savior Holy Angels High SchoolMilwaukee, WI-General$20,000
Geneva Lake Sailing SchoolFontana, WI-General$20,000
Ucsf FoundationSan Francisco, CA-General$20,000
University of St Andrews American FoundationHampstead, NH-General$20,000
University of EvansvilleEvansville, IN-General$17,550
Minnesota Adult & Teen ChallengeDuluth, MN-General$17,500
Leukemia & Lymphoma SocietyRye Brook, NY-General$17,000
American Red CrossChicago, IL-General$15,000
Boys & Girls Club of SheboyganSheboygan Falls, WI-General$15,000
Brookfield Congregational ChurchBrookfield, WI-General$15,000
Coe CollegeCedar Rapids, IA-General$15,000
Group 1 FoundationHouston, TX-General$15,000
Junior Achievement of ChicagoChicago, IL-General$15,000
Marquette UniversityMilwaukee, WI-General$15,000
Mercy Home for Boys & GirlsChicago, IL-General$15,000
Northern Star Council Boy Scouts of AmericaSaint Paul, MN-General$15,000
Rocketship EducationRedwood City, CA-General$15,000
University School of MilwaukeeMilwaukee, WI-General$15,000
Teachers College Columbia UniversityNew York, NY-General$13,000
University of Wisconsin FoundationMadison, WI-General$12,500
FIRST STAGE CHILDREN'S THEATERMilwaukee, WI-General$11,500
Healing Hearts Every Autistic LifePonte Vedra Beach, FL-General$11,000
Milwaukee Public Library FoundationMilwaukee, WI-General$11,000
Stage Store Employee Relief FundHouston, TX-General$11,000
United Community CenterMilwaukee, WI-General$11,000
Bishops Annual Stewardship AppealJacksonville, FL-General$10,000
Carmen School of TechnologyMilwaukee, WI-General$10,000
Cato InstituteWashington, DC-General$10,000
China Outreach MinistriesMechanicsburg, PA-General$10,000
Choate Rosemary HallWallingford, CT-General$10,000
Christ Episcopal ChurchMilwaukee, WI-General$10,000
Emf K-loveRocklin, CA-General$10,000
Feeding America Eastern WiMilwaukee, WI-General$10,000
GORYEB CHILDREN'S HOSPITALMorristown, NJ-General$10,000
Junior Achievement of WisconsinMilwaukee, WI-General$10,000
Men and Women of ActionCleveland, TN-General$10,000
Notre Dame Catholic High SchoolFairfield, CT-General$10,000
Puerto Rico Community FoundationSan Juan, PR-General$10,000
Rockne Heritage FundNotre Dame, IN-WOMEN'S GOLF$10,000
ST LOUIS CHILDREN'S HOSPITALSt Louis, MO-General$10,000
Search Homeless ServicesHouston, TX-General$10,000
Silver Spring Neighborhood AssociationMilwaukee, WI-General$10,000
The Donna FoundationJacksonville, FL-General$10,000
The Inner City FoundationBridgeport, CT-General$10,000
Umom New Day Centers IncPhoenix, AZ-General$10,000
United WayJacksonville, FL-General$10,000
Valley of the Sun United WayPhoenix, AZ-General$10,000
Williams CollegeWilliamstown, MA-General$10,000
Ymca of the Greater Twin CitiesMinneapolis, MN-General$10,000
889 Radio MilwaukeeMilwaukee, WI-General$9,500
St Philip Neri ParishLinthicum Heights, MD-General$8,000
The Cathedral CenterMilwaukee, WI-General$8,000
The Daniel FoundationJacksonville, FL-General$8,000
World Affairs Council of JacksonvilleJacksonville, FL-General$8,000
German International School ChicagoChicago, IL-General$7,500
Lalumiere SchoolLaporte, IN-General$7,000
Lumen Christi Catholic ChurchMequon, WI-General$7,000
Millersville UniversityMillersville, PA-General$7,000
Milwaukee College PrepMilwaukee, WI-General$7,000
Shelter IncConcord, CA-General$7,000
Temple UniversityPhiladelphia, PA-General$7,000
Folded Flag FoundationJacksonville, FL-General$6,500
Arema Educational FoundationLanham, MD-General$6,000
Catholic Memorial High SchoolWaukesha, WI-General$6,000
Rock CentralWilliams Bay, WI-General$6,000
Washington University in St LouisSt Louis, MO-General$6,000
Bartels Lutheran HomeWaverly, IA-General$5,000
Be an Angel FundHouston, TX-General$5,000
Berkshire Hills Music AcademySouth Hadley, MA-General$5,000
Boys & Girls Club of Green BayGreen Bay, WI-General$5,000
CHILDREN'S MIRACLE NETWORKSalt Lake City, UT-General$5,000
Camp ManitowishBoulder Junction, WI-General$5,000
Cornell CollegeMt Vernon, IA-General$5,000
CureChicago, IL-General$5,000
Geneva Lake ConservancyFontana, WI-General$5,000
Habitat for HumanityAmericus, GA-General$5,000
Horace MannBronx, NY-General$5,000
Hunger Task ForceMilwaukee, WI-General$5,000
K9'S FOR WARRIORSPonte Vedra Beach, FL-General$5,000
Katz 4 KeepsPonte Vedra Beach, FL-General$5,000
Kids MealsHouston, TX-General$5,000
Lafayette Catholic SchoolLafayette, IN-General$5,000
Lake Geneva Fresh Air AssociationWilliams Bay, WI-General$5,000
Lupus Foundation of AmericaGreendale, WI-General$5,000
Lycoming CollegeWilliamsport, PA-General$5,000
Make a Wish Wisconsin ChapterWauwatosa, WI-General$5,000
Matc FoundationMilwaukee, WI-General$5,000
Mayo ClinicRochester, MN-General$5,000
Milwaukee FilmMilwaukee, WI-General$5,000
Milwaukee Youth Symphony OrchestraMilwaukee, WI-General$5,000
North Florida School of Special EducationJacksonville, FL-General$5,000
Peachtree Presbyterian ChurchAtlanta, GA-General$5,000
Poplar Community FoundationMemphis, TN-General$5,000
Potawatomi Area Council Boy Scouts of AmericaWaukesha, WI-General$5,000
Redwood Credit Union Community FundSanta Rosa, CA-General$5,000
ST MARY'S EPISCOPAL CHURCHRichmond, VA-General$5,000
Second Harvest of East TennesseeMaryville, TN-General$5,000
Sojourner Family Peace CenterMilwaukee, WI-General$5,000
St Francis De Sales Catholic Parish SchoolLake Geneva, WI-General$5,000
St Francis De Sales ChurchLake Geneva, WI-General$5,000
St John Xxiii Capital Fund AppealPort Washington, WI-General$5,000
TEXAS CHILDREN'S HOSPITALHouston, TX-General$5,000
The Kidney FoundationAnn Arbor, MI-General$5,000
University of St ThomasSt Paul, MN-General$5,000
University of Texas Cancer CenterHouston, TX-General$5,000
Uw Carbone Cancer CenterMadison, WI-General$5,000
Victory TempleHouston, TX-General$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gregg GeorgeOfficer of Organization and Crescent Grove AdvisorsThe Organization Has Entered Into a Support Services Agreement With Crescent Grove Advisors to Provide Employee Services, Office Space, Equipment and Furniture Usage.No$60,000
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization had a contract with crescent grove advisors to provide administrative services, employees, office space, and equipment usage.

Form 990, Part VI, Section A, Line 8B

There are no committees with the authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Copies of the completed form 990 are provided to the members of the board for their review. The board discusses and approves the form 990 prior to its filing.

Form 990, Part VI, Section B, Line 12C

Occurs at the annual meeting

Form 990, Part VI, Section C, Line 19

All documents will be made available to the public upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Cedar Street Charitable Foundation Inc
EIN
26-4530730
Phone
8479213126
Address
313 N PLANKINTON AVENUE NO 216, MILWAUKEE, WI 53203

Signing Officer

Name
Gregg George
Title
President
Phone
8479213126
Signed
2018-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregg George
Formed
2009
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Patrick Hoffert
Phone
4142717800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization's oversight and selection process of the independent accountant has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization is qualified as a tax-exempt organization as described in section 501(c)(3) of the internal revenue code (the "code") and, accordingly, is not subject to federal income taxes under section 501(a) of the code. The organization, as a not-for-profit organization, is exempt from state and local income taxes and has been classified as a publicly-supported charitable organization under section 509(a)(1) of the code and qualifies for the maximum charitable contribution deduction for donors. The organization has implemented accounting for uncertainty in income taxes in accordance with accounting principles generally accepted in the united states of america. This standard describes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosure required. Management of the organization evaluates the uncertain tax positions taken, if any, and consults with outside counsel as deemed necessary. The organization recognizes interest and penalties, if any, related to unrecognized tax liabilities in income tax expense.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR AND PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR AND SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR AND TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0316808
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt06858050
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06858050
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06858050
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027131927
IRS990/GrossReceiptsAmt036547693
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt032289
IRS990/InformationTechnologyGrp/TotalAmt032289
IRS990/InsuranceGrp/ManagementAndGeneralAmt05496
IRS990/InsuranceGrp/TotalAmt05496
IRS990/InvestmentIncomeGrp/ExclusionAmt01426365
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01426365
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027711501
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031755317
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026815119
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SPONSORSHIP OF DONOR ADVISED FUNDS AND THE MAKING OF GRANTS AND CONTRIBUTIONS TO OTHER QUALIFIED 501(C)(3) ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt027773312
IRS990/NetAssetsOrFundBalancesEOYAmt031837145
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0316808
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0316808
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01316051
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt07659891
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt045607
IRS990/OtherAssetsTotalGrp/EOYAmt055895
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STATE REGISTRATION FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0335
IRS990/OtherExpensesGrp/TotalAmt0335
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREGG GEORGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07198210
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04591892
IRS990/PYInvestmentIncomeAmt0247275
IRS990/PYOtherExpensesAmt0101067
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02752526
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04692959
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07445485
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02747782
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07989401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07198210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01913553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010090912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03871678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031063754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01426365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0997904
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01200099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01403239
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0773488
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05801095
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41450
IRS990ScheduleA/PublicSupportPY170Pct00.50780
IRS990ScheduleA/PublicSupportTotal170Amt015280198
IRS990ScheduleA/SubstantialContributorsTotAmt015783556
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07989401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07198210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01913553
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010090912
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03871678
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031063754
IRS990ScheduleA/TotalSupportAmt036864849
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt07989401
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt06858050
IRS990ScheduleD/DonorAdvisedFundsHeldCnt090
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt031837145
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06984792
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01316051
IRS990ScheduleD/RevenueNotReportedAmt01316051
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09732574
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATION, AS A NOT-FOR-PROFIT ORGANIZATION, IS EXEMPT FROM STATE AND LOCAL INCOME TAXES AND HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURE REQUIRED. MANAGEMENT OF THE ORGANIZATION EVALUATES THE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, AND CONSULTS WITH OUTSIDE COUNSEL AS DEEMED NECESSARY. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt06984792
IRS990ScheduleD/TotalRevenuePerForm990Amt09732574
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011048625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06984792
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt09500
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt361000
IRS990ScheduleI/RecipientTable/CashGrantAmt415000
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/CashGrantAmt65000
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt85000
IRS990ScheduleI/RecipientTable/CashGrantAmt952000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120500
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1330860
IRS990ScheduleI/RecipientTable/CashGrantAmt1415000
IRS990ScheduleI/RecipientTable/CashGrantAmt1515000
IRS990ScheduleI/RecipientTable/CashGrantAmt1625000
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/CashGrantAmt1820000
IRS990ScheduleI/RecipientTable/CashGrantAmt1910000
IRS990ScheduleI/RecipientTable/CashGrantAmt2025000
IRS990ScheduleI/RecipientTable/CashGrantAmt2146000
IRS990ScheduleI/RecipientTable/CashGrantAmt2220000
IRS990ScheduleI/RecipientTable/CashGrantAmt236000
IRS990ScheduleI/RecipientTable/CashGrantAmt2410000
IRS990ScheduleI/RecipientTable/CashGrantAmt2579290
IRS990ScheduleI/RecipientTable/CashGrantAmt265000
IRS990ScheduleI/RecipientTable/CashGrantAmt2710000
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt2910000
IRS990ScheduleI/RecipientTable/CashGrantAmt3015000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt3333000
IRS990ScheduleI/RecipientTable/CashGrantAmt3430000
IRS990ScheduleI/RecipientTable/CashGrantAmt3550000
IRS990ScheduleI/RecipientTable/CashGrantAmt3620000
IRS990ScheduleI/RecipientTable/CashGrantAmt37131000
IRS990ScheduleI/RecipientTable/CashGrantAmt3810000
IRS990ScheduleI/RecipientTable/CashGrantAmt3910000
IRS990ScheduleI/RecipientTable/CashGrantAmt4011500
IRS990ScheduleI/RecipientTable/CashGrantAmt416500
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt4320000
IRS990ScheduleI/RecipientTable/CashGrantAmt447500
IRS990ScheduleI/RecipientTable/CashGrantAmt4550000
IRS990ScheduleI/RecipientTable/CashGrantAmt4610000
IRS990ScheduleI/RecipientTable/CashGrantAmt4730000
IRS990ScheduleI/RecipientTable/CashGrantAmt48300000
IRS990ScheduleI/RecipientTable/CashGrantAmt4915000
IRS990ScheduleI/RecipientTable/CashGrantAmt505000
IRS990ScheduleI/RecipientTable/CashGrantAmt5111000
IRS990ScheduleI/RecipientTable/CashGrantAmt5260649
IRS990ScheduleI/RecipientTable/CashGrantAmt535000
IRS990ScheduleI/RecipientTable/CashGrantAmt545000
IRS990ScheduleI/RecipientTable/CashGrantAmt5559000
IRS990ScheduleI/RecipientTable/CashGrantAmt5637500
IRS990ScheduleI/RecipientTable/CashGrantAmt5725000
IRS990ScheduleI/RecipientTable/CashGrantAmt5840000
IRS990ScheduleI/RecipientTable/CashGrantAmt5915000
IRS990ScheduleI/RecipientTable/CashGrantAmt6010000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt635000
IRS990ScheduleI/RecipientTable/CashGrantAmt645000
IRS990ScheduleI/RecipientTable/CashGrantAmt655000
IRS990ScheduleI/RecipientTable/CashGrantAmt667000
IRS990ScheduleI/RecipientTable/CashGrantAmt6717000
IRS990ScheduleI/RecipientTable/CashGrantAmt687000
IRS990ScheduleI/RecipientTable/CashGrantAmt695000
IRS990ScheduleI/RecipientTable/CashGrantAmt70120000
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt725000
IRS990ScheduleI/RecipientTable/CashGrantAmt7315000
IRS990ScheduleI/RecipientTable/CashGrantAmt7466000
IRS990ScheduleI/RecipientTable/CashGrantAmt755000
IRS990ScheduleI/RecipientTable/CashGrantAmt765000
IRS990ScheduleI/RecipientTable/CashGrantAmt77544500
IRS990ScheduleI/RecipientTable/CashGrantAmt7810000
IRS990ScheduleI/RecipientTable/CashGrantAmt7915000
IRS990ScheduleI/RecipientTable/CashGrantAmt807000
IRS990ScheduleI/RecipientTable/CashGrantAmt8144000
IRS990ScheduleI/RecipientTable/CashGrantAmt827000
IRS990ScheduleI/RecipientTable/CashGrantAmt835000
IRS990ScheduleI/RecipientTable/CashGrantAmt8411000
IRS990ScheduleI/RecipientTable/CashGrantAmt8526500
IRS990ScheduleI/RecipientTable/CashGrantAmt865000
IRS990ScheduleI/RecipientTable/CashGrantAmt8717500
IRS990ScheduleI/RecipientTable/CashGrantAmt8810000
IRS990ScheduleI/RecipientTable/CashGrantAmt895000
IRS990ScheduleI/RecipientTable/CashGrantAmt9015000
IRS990ScheduleI/RecipientTable/CashGrantAmt9125000
IRS990ScheduleI/RecipientTable/CashGrantAmt92110000
IRS990ScheduleI/RecipientTable/CashGrantAmt935000
IRS990ScheduleI/RecipientTable/CashGrantAmt9459500
IRS990ScheduleI/RecipientTable/CashGrantAmt955000
IRS990ScheduleI/RecipientTable/CashGrantAmt965000
IRS990ScheduleI/RecipientTable/CashGrantAmt9710000
IRS990ScheduleI/RecipientTable/CashGrantAmt9830000
IRS990ScheduleI/RecipientTable/CashGrantAmt995000
IRS990ScheduleI/RecipientTable/CashGrantAmt1006000
IRS990ScheduleI/RecipientTable/CashGrantAmt10115000
IRS990ScheduleI/RecipientTable/CashGrantAmt102200000
IRS990ScheduleI/RecipientTable/CashGrantAmt10310000
IRS990ScheduleI/RecipientTable/CashGrantAmt104832500
IRS990ScheduleI/RecipientTable/CashGrantAmt10510000
IRS990ScheduleI/RecipientTable/CashGrantAmt1065000
IRS990ScheduleI/RecipientTable/CashGrantAmt1077000
IRS990ScheduleI/RecipientTable/CashGrantAmt10810000
IRS990ScheduleI/RecipientTable/CashGrantAmt1095000
IRS990ScheduleI/RecipientTable/CashGrantAmt110250000
IRS990ScheduleI/RecipientTable/CashGrantAmt1115000
IRS990ScheduleI/RecipientTable/CashGrantAmt1125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1135000
IRS990ScheduleI/RecipientTable/CashGrantAmt11430000
IRS990ScheduleI/RecipientTable/CashGrantAmt11525000
IRS990ScheduleI/RecipientTable/CashGrantAmt11610000
IRS990ScheduleI/RecipientTable/CashGrantAmt1175000
IRS990ScheduleI/RecipientTable/CashGrantAmt11820500
IRS990ScheduleI/RecipientTable/CashGrantAmt1198000
IRS990ScheduleI/RecipientTable/CashGrantAmt12011000
IRS990ScheduleI/RecipientTable/CashGrantAmt12113000
IRS990ScheduleI/RecipientTable/CashGrantAmt1227000
IRS990ScheduleI/RecipientTable/CashGrantAmt1235000
IRS990ScheduleI/RecipientTable/CashGrantAmt124144752
IRS990ScheduleI/RecipientTable/CashGrantAmt1258000
IRS990ScheduleI/RecipientTable/CashGrantAmt1268000
IRS990ScheduleI/RecipientTable/CashGrantAmt12710000
IRS990ScheduleI/RecipientTable/CashGrantAmt12825000
IRS990ScheduleI/RecipientTable/CashGrantAmt12910000
IRS990ScheduleI/RecipientTable/CashGrantAmt1305000
IRS990ScheduleI/RecipientTable/CashGrantAmt13120000
IRS990ScheduleI/RecipientTable/CashGrantAmt13210000
IRS990ScheduleI/RecipientTable/CashGrantAmt13311000
IRS990ScheduleI/RecipientTable/CashGrantAmt13423000
IRS990ScheduleI/RecipientTable/CashGrantAmt13510000
IRS990ScheduleI/RecipientTable/CashGrantAmt136621500
IRS990ScheduleI/RecipientTable/CashGrantAmt13783500
IRS990ScheduleI/RecipientTable/CashGrantAmt13817550
IRS990ScheduleI/RecipientTable/CashGrantAmt139125000
IRS990ScheduleI/RecipientTable/CashGrantAmt14025000
IRS990ScheduleI/RecipientTable/CashGrantAmt14120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1425000
IRS990ScheduleI/RecipientTable/CashGrantAmt1435000
IRS990ScheduleI/RecipientTable/CashGrantAmt14412500
IRS990ScheduleI/RecipientTable/CashGrantAmt14515000
IRS990ScheduleI/RecipientTable/CashGrantAmt1465000
IRS990ScheduleI/RecipientTable/CashGrantAmt14710000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$16.1$14.5$1.62
2023Detailed filing. Detailed filing data is available for this year.$63.6$0.00$63.6$18.1$17.0$1.16
2022Detailed filing. Detailed filing data is available for this year.$60.8$0.00$60.8$12.2$13.6$1.42
2021Detailed filing. Detailed filing data is available for this year.$72.7$0.00$72.7$36.6$11.2$25.4
2020Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$15.0$11.3$3.74
2019Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$11.9$9.83$2.09
2018Detailed filing. Detailed filing data is available for this year.$36.2$0.00$36.2$15.1$7.00$8.13
2017Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$9.73$6.98$2.75
2016Detailed filing. Detailed filing data is available for this year.$27.8$0.01$27.8$7.45$4.69$2.75
2015Detailed filing. Detailed filing data is available for this year.$23.9$0.04$23.8$3.22$5.48$2.26
2014Detailed filing. Detailed filing data is available for this year.$28.8$0.14$28.6$11.6$4.75$6.86
2013Detailed filing. Detailed filing data is available for this year.$22.8$0.29$22.5$5.18$4.49$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$0.33$21.3$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.51$0.25$8.27$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$0.17$6.33$1.08