Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2013 • EIN 39-0978146

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 24, 2014

Organization ProfileWWW.LIFENAVIGATORS.ORG

View Organization Page

7203 West Center StreetWauwatosa, WI 53210

(414) 774-6255

Siviq Scores

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

Liabilities / Assets

39th percentile

0.06x

Higher debt load relative to assets than 39% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

40th percentile

0.06x

Higher debt load relative to revenue than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

85th percentile

$146,609

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

18%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,914,064

Up $305,026 (+19%) from 2012

Net Assets

Up

$1,808,079

Up $287,904 (+19%) from 2012

Liabilities

Up

$105,985

Up $17,122 (+19%) from 2012

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin70th percentile

Revenue

$1,677,515

No earlier filing loaded for comparison.

Expenses

Up

$1,470,581

Up $79,095 (+5.7%) from 2012

Net Income

$206,934

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,472,335Liabilities 2011: $67,907Net Assets 2011: $1,404,4282011Assets 2012: $1,609,038Liabilities 2012: $88,863Net Assets 2012: $1,520,1752012Assets 2013: $1,914,064Liabilities 2013: $105,985Net Assets 2013: $1,808,0792013Assets 2014: $1,967,171Liabilities 2014: $120,515Net Assets 2014: $1,846,6562014Assets 2015: $1,826,146Liabilities 2015: $132,191Net Assets 2015: $1,693,9552015Assets 2016: $3,039,436Liabilities 2016: $768,956Net Assets 2016: $2,270,4802016Assets 2017: $3,195,836Liabilities 2017: $676,447Net Assets 2017: $2,519,3892017Assets 2018: $2,935,721Liabilities 2018: $419,938Net Assets 2018: $2,515,7832018Assets 2019: $3,060,997Liabilities 2019: $175,930Net Assets 2019: $2,885,0672019Assets 2020: $3,604,445Liabilities 2020: $167,424Net Assets 2020: $3,437,0212020Assets 2021: $3,960,678Liabilities 2021: $150,672Net Assets 2021: $3,810,0062021Assets 2022: $4,080,435Liabilities 2022: $241,685Net Assets 2022: $3,838,7502022Assets 2023: $3,980,002Liabilities 2023: $146,735Net Assets 2023: $3,833,2672023

Highlighted filing

2013

Assets$1,914,064
Liabilities$105,985
Net Assets$1,808,079
Open 2013 Filing

Operations Trend

Revenue Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,200,228Expenses 2011: $1,112,855Net Income 2011: $87,3732011Expenses 2012: $1,391,4862012Revenue 2013: $1,677,515Expenses 2013: $1,470,581Net Income 2013: $206,9342013Revenue 2014: $1,555,735Expenses 2014: $1,519,813Net Income 2014: $35,9222014Revenue 2015: $1,569,999Expenses 2015: $1,665,492Net Income 2015: -$95,4932015Revenue 2016: $2,367,460Expenses 2016: $1,768,954Net Income 2016: $598,5062016Revenue 2017: $2,418,741Expenses 2017: $2,225,353Net Income 2017: $193,3882017Revenue 2018: $1,966,390Expenses 2018: $1,835,301Net Income 2018: $131,0892018Revenue 2019: $2,440,979Expenses 2019: $2,126,679Net Income 2019: $314,3002019Revenue 2020: $2,806,192Expenses 2020: $2,368,227Net Income 2020: $437,9652020Revenue 2021: $2,797,914Expenses 2021: $2,458,351Net Income 2021: $339,5632021Revenue 2022: $3,159,141Expenses 2022: $2,754,022Net Income 2022: $405,1192022Revenue 2023: $2,178,773Expenses 2023: $2,449,763Net Income 2023: -$270,9902023

Highlighted filing

2013

Revenue$1,677,515
Expenses$1,470,581
Net Income$206,934
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 24, 2014
Return Version
2013v3.0
Gross Receipts
$2,202,601
Mission and Program Overview

Mission

To improve the quality of life for individuals with developmental and related disabilities, their families and the community through information, education and life planning programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,036,495$1,170,685▲ $134,190
Land, Buildings, and Equipment, Net$378,096$357,224▼ $20,872
Cash and Non-Interest-Bearing Accounts$27,088$172,484▲ $145,396
Accounts Receivable$84,687$133,925▲ $49,238
Investments Other Securities$42,091$48,329▲ $6,238
Pledges and Grants Receivable$23,360$29,023▲ $5,663
Prepaid Expenses and Deferred Charges$17,221$2,394▼ $14,827
Total Assets$1,609,038$1,914,064▲ $305,026
Liabilities
Accounts Payable and Accrued Expenses$75,918$92,807▲ $16,889
Escrow Account Liability$12,945$13,178▲ $233
Total Liabilities$88,863$105,985▲ $17,122
Net Assets / Fund Balance
Unrestricted Net Assets$1,478,084$1,651,206▲ $173,122
Temporarily Rstr Net Assets$42,091$156,873▲ $114,782
Total Net Assets Fund Balance$1,520,175$1,808,079▲ $287,904
Total Liabilities and Net Assets / Fund Balance$1,609,038$1,914,064▲ $305,026

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$302,146$126,534$428,680
Equipment$10,678$71,543$82,221
Land$44,400-$44,400

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$42,091-▲ $8,232-$48,329
2012$39,013-▲ $5,134-$42,091
2011$42,451-▼ $1,336-$39,013
2010$39,337-▲ $5,232-$42,451
2009$73,266-▲ $4,646$37,992$39,337
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$123,946$22,663$146,609

Board Members and Trustees

NameTitle
Brian LanserPast President
Deanna TillischPresident
Chip DoeringVice President
Adam KellerDirector
Christina Wilson BergerDirector
Cindy SchausDirector
Darryll FortuneDirector
Greg BlockDirector
Lisa VoisinDirector
Maggie ButterfieldDirector
Michael CarrDirector
Mike DoverDirector
Nick CurranDirector
Susan PickeringDirector
Jim PhillipsExecutive Committee
Linda HaagExecutive Committee
Ricardo CisnerosExecutive Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,385,343
Program Service Revenue
$46,461
Investment Income
$94,632
Other Revenue
$151,079
All Other Contributions
$235,135
Change in Net Assets
$206,934

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,677,515
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$80,970
Total Revenue per Audited Statements
$1,758,485
Total Revenue per Form 990
$1,677,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,088,684
Other Expenses$381,897
Total Fundraising Expense$137,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$683,907$30,617$40,991$755,515
Current Officers, Directors, Trustees, and Key Employees$73,305$36,653$36,653$146,611
Fees for Services Other$141,879$39$101$142,019
Other Employee Benefits$115,729$3,825$5,453$125,007
Payroll Taxes$51,760$4,751$5,040$61,551
Occupancy$30,461$1,711$2,054$34,226
Travel$24,467$375$1,159$26,001
Advertising$20,822$1,170$3,495$25,487
Fees for Services Accounting$22,028$1,238$1,485$24,751
All Other Expenses$12,377$7,537$1,283$21,197
Depreciation Depletion$15,989$898$1,078$17,965
Fees for Service Investment Mgmnt Fees--$14,876$14,876
Office Expenses$9,549$499$1,035$11,083
Insurance$7,969$448$537$8,954
Other Expenses$5,356$81$4,124$5,356
Conferences and Meetings$2,531$138$991$3,660
Interest-$1,560-$1,560
Total Functional Expenses$1,240,986$92,487$137,108$1,470,581

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,470,581
Total Expenses per Audited Statements$1,470,581
Total Expenses per Form 990$1,470,581
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$194,138
Fundraising Direct Expenses$43,234
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$194,138$194,138$17,506$176,632
Total Events$194,138$194,138$43,233$150,905
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11

“Form 990 is reviewed by the organization's finance committee. After approval it is then sent to the full board of directors.”

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

“Board members sign a statement of understanding annually.”

Form 990, Part VI, Section B, Line 15

“Life navigators participates in the non-profit centers annual compensation survey that measures compensation and benefits.”

Form 990, Part VI, Section C, Line 19

“Organizational documents are made available upon request. In addition, applicable documents are submitted to donors and funders as part of gift and grant applications.”

Filing and Contact Details

Filer

EIN
39-0978146
Phone
4147746255

Signing Officer

Name
Vicki Spataro Wachniak
Title
Executive Director
Phone
4147746255
Signed
2014-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Spataro Wachniak
Formed
1949
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
28
Volunteers
200

Preparer

Preparer
Carrie Gindt
Phone
4142717800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There was no change from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Independence place north is a program run by a coalition of area school districts to promote independent living skills training in transitioned aged students. Independence place north rents an apartment in wauwatosa and works with students onsite to develop independent living skills. Life navigators serves as the fiscal agent for the independence place north project. At the beginning of each school year, each participating school district makes a payment to life navigators. In turn, life navigators pays the ongoing rent and utility expenses throughout the year. Additionally, life navigators distributes a petty cash fund to the program coordinator. The program coordinator keeps a ledger and submits to life navigators for reconciliation purposes. Life navigators assesses a 8% fiscal agent fee to perform this service.”

PART V, LINE 4:

“The funds are set aside for long-term. The intention is to use these funds in the future for an approved board function. The board has approved a payout from the fund to the agency of up to 5% annually to use for general operations.”

PART X, LINE 2:

“Life navigators, inc. Qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been recorded in the financial statements. Life navigators, inc. Is not considered to be a private foundation by the irs. The organization is no longer subject to u.s. Federal informational return examinations for years ending before december 31, 2010.”

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IRS990/Desc0INFORMATION, EDUCATION, ASSISTANCE & ADVOCACY - DISPENSING INFORMATION ON AREAS IMPACTING PERSONS WITH DISABILITIES, PROVIDING INDIVIDUAL, GROUP AND SYSTEMS ADVOCACY TRAINING PROGRAMMING AND PROVIDING IN-HOME CRISIS INTERVENTION SERVICES TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES. 3,874 INDIVIDUALS SERVED IN 2013; SERVICES INCLUDED: I&A HELPLINE, COMMUNITY PRESENTATIONS, TRAINING SERVICES, CRISIS INTERVENTION, INTERGENERATIONAL FAMILY SUPPORT, EDUCATION AND TRANSITION PROGRAMMING AND ADVOCACY SERVICES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17123946
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt043234
IRS990/FundraisingGrossIncomeAmt0194138
IRS990/GainOrLossGrp/SecuritiesAmt064596
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt01138301
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0546448
IRS990/GrossReceiptsAmt02202601
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0537
IRS990/InsuranceGrp/ManagementAndGeneralAmt0448
IRS990/InsuranceGrp/ProgramServicesAmt07969
IRS990/InsuranceGrp/TotalAmt08954
IRS990/InterestGrp/ManagementAndGeneralAmt01560
IRS990/InterestGrp/TotalAmt01560
IRS990/InvestmentIncomeGrp/ExclusionAmt030036
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030036
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt042091
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt048329
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0198077
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0378096
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0357224
IRS990/LandBldgEquipCostOrOtherBssAmt0555301
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0481852
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND RELATED DISABILITIES, THEIR FAMILIES AND THE COMMUNITY THROUGH INFORMATION, EDUCATION AND LIFE PLANNING PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01520175
IRS990/NetAssetsOrFundBalancesEOYAmt01808079
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt064596
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064596
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0150904
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0150904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt080970
IRS990/NoncashContributionsAmt015617
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02054
IRS990/OccupancyGrp/ManagementAndGeneralAmt01711
IRS990/OccupancyGrp/ProgramServicesAmt030461
IRS990/OccupancyGrp/TotalAmt034226
IRS990/OfficeExpensesGrp/FundraisingAmt01035
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0499
IRS990/OfficeExpensesGrp/ProgramServicesAmt09549
IRS990/OfficeExpensesGrp/TotalAmt011083
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05453
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03825
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0115729
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0125007
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt01136
IRS990/OtherExpensesGrp/FundraisingAmt115617
IRS990/OtherExpensesGrp/FundraisingAmt24124
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0947
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt181
IRS990/OtherExpensesGrp/ProgramServicesAmt016848
IRS990/OtherExpensesGrp/ProgramServicesAmt16009
IRS990/OtherExpensesGrp/ProgramServicesAmt25356
IRS990/OtherExpensesGrp/TotalAmt018931
IRS990/OtherExpensesGrp/TotalAmt115617
IRS990/OtherExpensesGrp/TotalAmt210214
IRS990/OtherExpensesGrp/TotalAmt35356
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0175
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0175
IRS990/OtherRevenueTotalAmt0175
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt040991
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030617
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0683907
IRS990/OtherSalariesAndWagesGrp/TotalAmt0755515
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05040
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04751
IRS990/PayrollTaxesGrp/ProgramServicesAmt051760
IRS990/PayrollTaxesGrp/TotalAmt061551
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt023360
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt029023
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017221
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02394
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041916
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14545
IRS990/ProgSrvcAccomActy2Grp/Desc0CARE MANAGEMENT UNIT (CMU) - PROVIDING CARE MANAGEMENT TO INDIVIDUALS WITH DISABILITIES ENROLLED IN THE FAMILY CARE PROGRAM TO DEVELOP MEMBER CENTERED PLANS, PROVIDE ASSESSMENT AND ONGOING MONITORING AND SERVICE AUTHORIZAITON SERVCIES. 250 MEMBERS WERE SERVED IN THIS PROGRAM IN 2013.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0603920
IRS990/ProgSrvcAccomActy3Grp/Desc0CHILDREN'S LONG-TERM SUPPORT - PROVIDING CASE MANAGEMENT TO CHILDREN WITH DISABILITIES ENROLLED IN THE CHILDREN'S WAIVER PROGRAM THROUGH MILWAUKEE COUNTY TO PROVIDE ASSESSMENT, REFERRALS AND ONGOING MONITORING SERVICES. 104 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2013.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt078675
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRUST PROGRAM, GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0293455
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt046636
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01228007
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt071221
IRS990/PYOtherExpensesAmt0389424
IRS990/PYOtherRevenueAmt0132922
IRS990/PYProgramServiceRevenueAmt048551
IRS990/PYRevenuesLessExpensesAmt089215
IRS990/PYSalariesCompEmpBnftPaidAmt01002062
IRS990/PYTotalExpensesAmt01391486
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01480701
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0206934
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01036495
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01170685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01385343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01228007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0983515
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0739271

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,914,064
Liabilities
$105,985
Net assets
$1,808,079
Revenue
$1,677,515
Expenses
$1,470,581
Net income
$206,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.15$3.83$2.18$2.45$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.24$3.84$3.16$2.75$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.15$3.81$2.80$2.46$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.17$3.44$2.81$2.37$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.18$2.89$2.44$2.13$0.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.42$2.52$1.97$1.84$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.68$2.52$2.42$2.23$0.19
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.77$2.27$2.37$1.77$0.60
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.13$1.69$1.57$1.67$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.12$1.85$1.56$1.52$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.11$1.81$1.68$1.47$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.09$1.52$1.39
2011Summary only. Only limited summary data is available for this year.$1.47$0.07$1.40$1.20$1.11$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits