Civic Intelligence

Local First Milwaukee Inc

990EZ • Fiscal year 2020 • EIN 32-0222339

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 16, 2021

11933 W Burleigh St Room 100Wauwatosa, WI 53222

(414) 731-2855

Siviq Scores

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

Liabilities / Assets

99th percentile

1.95x

Higher debt load relative to assets than 99% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.31x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-14%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

74th percentile

$15,350

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 44.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-3.7%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

53rd percentile

-17%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2020

Assets

Down

$5,609

Down $436 (-7.2%) from 2018

Net Assets

Up

-$5,348

Up $6,940 (+56%) from 2018

Liabilities

Down

$10,957

Down $7,376 (-40%) from 2018

Revenue

Down

$34,882

Down $16,182 (-32%) from 2018

Expenses

Down

$39,789

Down $11,326 (-22%) from 2018

Net Income

Down

-$4,907

Down $4,856 (-9522%) from 2018

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0-$10K-$20KAssets 2015: $20,139Net Assets 2015: $20,1392015Assets 2016: $3,624Liabilities 2016: $1,836Net Assets 2016: $1,7882016Assets 2017: $4,981Liabilities 2017: $17,218Net Assets 2017: -$12,2372017Assets 2018: $6,045Liabilities 2018: $18,333Net Assets 2018: -$12,2882018Assets 2020: $5,609Liabilities 2020: $10,957Net Assets 2020: -$5,3482020Assets 2021: $21,447Liabilities 2021: $10,957Net Assets 2021: $10,4902021

Highlighted filing

2020

Assets$5,609
Liabilities$10,957
Net Assets-$5,348

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $66,905Expenses 2015: $51,990Net Income 2015: $14,9152015Revenue 2016: $93,192Expenses 2016: $111,543Net Income 2016: -$18,3512016Revenue 2017: $94,863Expenses 2017: $108,888Net Income 2017: -$14,0252017Revenue 2018: $51,064Expenses 2018: $51,115Net Income 2018: -$512018Revenue 2020: $34,882Expenses 2020: $39,789Net Income 2020: -$4,9072020Revenue 2021: $23,137Expenses 2021: $7,299Net Income 2021: $15,8382021

Highlighted filing

2020

Revenue$34,882
Expenses$39,789
Net Income-$4,907
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 16, 2021
Return Version
2020v4.0
Gross Receipts
$34,882
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Facilitating community business events, social media reach over 10,000 individuals and membership of 300 local businesses-$34,032
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth Baehmann - former thru 7-Executive DirectorFT$15,350-$15,350
Dan NowakPresident-$0--
Diana SchmidtVice President-$0--
Evan GillmoreTreasurer-$0--
Nancy QuinnSecretary-$0--
Chris SchermanDirector-$0--
Molly SullivanDirector-$0--
Elzie FlenardDirector-$0--
Alexa AlfaroDirector-$0--
Stephanie MelnickDirector-$0--
Jim NeumeyerDirector-$0--
Sam KasselDirector-$0--
Filing and Contact Details

Filer

Filer Name
Local First Milwaukee Inc
EIN
32-0222339
Phone
4147312855
Address
11933 W Burleigh St Room 100, Wauwatosa, WI 53222

Signing Officer

Name
Evan Gillmore
Title
Treasurer
Signed
2021-03-16
Discuss with paid preparer
Yes

Preparer

Firm
O'Leary & Anick
Address
11933 W Burleigh Street Ste 100, Wauwatosa, WI 53222
Preparer
Samantha L Berg
Phone
4147740300
Supplemental Narrative

Additional Explanations

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

Meals and entertainment 19

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

Interest 367

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

Supplies 267

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

Marketing 2,026

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

Bank Merchant Fees 1,287

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

Event Expenses 3,768

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

Online Tools 1,859

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

Memberships, Dues Misc. 510

Form 990-EZ, Part II, Line 24, Other Assets

Prepaid Expense Beginning of year 300, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Visa Beginning of year 4,551, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Federal Withholding Beginning of year 10,957, End of year 10,957

Form 990-EZ, Part III, Section 1, Line 1

Primary Purpose To advocate for locally owed businesses in order to create a more sustainable community. Our goal is to increase awareness of the personal and community benefits of choosing local first, perserving Milwaukees unique character.

Raw XML Appendix162 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1115350
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Sam Kassel
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Marketing 2,026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Merchant Fees 1,287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Event Expenses 3,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Online Tools 1,859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Memberships, Dues Misc. 510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaid Expense Beginning of year 300, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Visa Beginning of year 4,551, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Federal Withholding Beginning of year 10,957, End of year 10,957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Primary Purpose To advocate for locally owed businesses in order to create a more sustainable community. Our goal is to increase awareness of the personal and community benefits of choosing local first, perserving Milwaukees unique character.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part III, Section 1, Line 1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Local First Milwaukee Inc
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0320222339
ReturnHeader/Filer/PhoneNum04147312855
ReturnHeader/Filer/USAddress/AddressLine1Txt011933 W Burleigh St Room 100
ReturnHeader/Filer/USAddress/CityNm0Wauwatosa
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ReturnHeader/Filer/USAddress/ZIPCd053222
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samantha L Berg
ReturnHeader/ReturnTs02021-03-18T01:32:44-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Evan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Gillmore
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings