Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2014 • EIN 39-0978146

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

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

42nd percentile

0.06x

Higher debt load relative to assets than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

43rd percentile

0.08x

Higher debt load relative to revenue than 43% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

49th percentile

2.3%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

84th percentile

$149,512

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

53rd percentile

2.8%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-7.3%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,967,171

Up $53,107 (+2.8%) from 2013

Net Assets

Up

$1,846,656

Up $38,577 (+2.1%) from 2013

Liabilities

Up

$120,515

Up $14,530 (+14%) from 2013

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin49th percentile

Revenue

Down

$1,555,735

Down $121,780 (-7.3%) from 2013

Expenses

Up

$1,519,813

Up $49,232 (+3.3%) from 2013

Net Income

Down

$35,922

Down $171,012 (-83%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2014

Assets$1,967,171
Liabilities$120,515
Net Assets$1,846,656
Open 2014 Filing

Operations Trend

Revenue Growth24th 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

2014

Revenue$1,555,735
Expenses$1,519,813
Net Income$35,922
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Gross Receipts
$1,952,667
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
Investments in Publicly Traded Securities$1,160,676$1,214,841▲ $54,165
Land, Buildings, and Equipment, Net$357,224$339,680▼ $17,544
Cash and Non-Interest-Bearing Accounts$172,484$155,807▼ $16,677
Accounts Receivable$133,925$89,062▼ $44,863
Savings and Temporary Cash Investments$10,009$85,066▲ $75,057
Investments Other Securities$48,329$49,258▲ $929
Pledges and Grants Receivable$29,023$30,933▲ $1,910
Prepaid Expenses and Deferred Charges$2,394$2,524▲ $130
Total Assets$1,914,064$1,967,171▲ $53,107
Liabilities
Accounts Payable and Accrued Expenses$92,807$106,838▲ $14,031
Escrow Account Liability$13,178$13,677▲ $499
Total Liabilities$105,985$120,515▲ $14,530
Net Assets / Fund Balance
Unrestricted Net Assets$1,651,206$1,695,390▲ $44,184
Temporarily Rstr Net Assets$156,873$151,266▼ $5,607
Total Net Assets Fund Balance$1,808,079$1,846,656▲ $38,577
Total Liabilities and Net Assets / Fund Balance$1,914,064$1,967,171▲ $53,107

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$290,334$138,346$428,680
Equipment$4,946$77,275$82,221
Land$44,400-$44,400

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$48,329-▲ $2,887-$49,258
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
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$135,525$13,987$149,512

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 PhillipsDirector-at-large
Linda HaagDirector-at-large
Ricardo CisnerosDirector-at-large
Revenue and Support

Revenue Composition

Contributions and Grants
$1,241,951
Program Service Revenue
$49,118
Investment Income
$66,793
Other Revenue
$197,873
All Other Contributions
$164,805
Change in Net Assets
$35,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,555,735
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,655
Total Revenue per Audited Statements
$1,558,390
Total Revenue per Form 990
$1,555,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,112,698
Other Expenses$407,115
Total Fundraising Expense$155,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$720,468$34,297$47,259$802,024
Current Officers, Directors, Trustees, and Key Employees$74,756$37,378$37,378$149,512
Fees for Services Other$112,247$195$240$112,682
Other Employee Benefits$84,282$2,860$3,537$90,679
Payroll Taxes$57,450$7,046$5,987$70,483
All Other Expenses$26,024$5,285$9,063$40,372
Occupancy$35,531$1,632$2,024$39,187
Travel$27,750$405$1,342$29,497
Advertising$19,856$836$3,780$24,472
Fees for Services Accounting$21,015$969$1,201$23,185
Depreciation Depletion$15,903$733$909$17,545
Office Expenses$14,316$544$968$15,828
Fees for Service Investment Mgmnt Fees--$12,705$12,705
Insurance$8,034$356$451$8,841
Conferences and Meetings$6,733$213$1,574$8,520
Other Expenses$4,940$101$2,151$7,192
Interest-$79-$79
Total Functional Expenses$1,270,696$94,109$155,008$1,519,813

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,519,813
Total Expenses per Audited Statements$1,519,813
Total Expenses per Form 990$1,519,813
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$256,002
Fundraising Direct Expenses$58,909
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$256,002$256,002$22,639$233,363
Total Events$256,002$256,002$58,909$197,093
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

Filer Name
Life Navigators Inc
EIN
39-0978146
Phone
4147746255
Address
7203 WEST CENTER STREET, WAUWATOSA, WI 53210

Signing Officer

Name
Vicki Spataro Wachniak
Title
Executive Director
Phone
4147746255
Signed
2015-04-28
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
26
Volunteers
215

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
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. Generally, for united states federal income taxes, the organization is only subject to examiniation for the current year's tax return and the preceding three years' returns.”

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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/ReportableCompFromOrgAmt17135525
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/TitleTxt2DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR-AT-LARGE
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/FundraisingDirectExpensesAmt058909
IRS990/FundraisingGrossIncomeAmt0256002
IRS990/GainOrLossGrp/SecuritiesAmt031486
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt01062504
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0369509
IRS990/GrossReceiptsAmt01952667
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0451
IRS990/InsuranceGrp/ManagementAndGeneralAmt0356
IRS990/InsuranceGrp/ProgramServicesAmt08034
IRS990/InsuranceGrp/TotalAmt08841
IRS990/InterestGrp/ManagementAndGeneralAmt079
IRS990/InterestGrp/TotalAmt079
IRS990/InvestmentIncomeGrp/ExclusionAmt035307
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035307
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt048329
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt049258
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01160676
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01214841
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0215621
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0357224
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0339680
IRS990/LandBldgEquipCostOrOtherBssAmt0555301
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0338023
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/NetAssetsOrFundBalancesBOYAmt01808079
IRS990/NetAssetsOrFundBalancesEOYAmt01846656
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt031486
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031486
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0197093
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0197093
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02655
IRS990/NoncashContributionsAmt022979
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02024
IRS990/OccupancyGrp/ManagementAndGeneralAmt01632
IRS990/OccupancyGrp/ProgramServicesAmt035531
IRS990/OccupancyGrp/TotalAmt039187
IRS990/OfficeExpensesGrp/FundraisingAmt0968
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0544
IRS990/OfficeExpensesGrp/ProgramServicesAmt014316
IRS990/OfficeExpensesGrp/TotalAmt015828
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03537
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02860
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt084282
IRS990/OtherEmployeeBenefitsGrp/TotalAmt090679
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc2CLIENT SUPPORT
IRS990/OtherExpensesGrp/Desc3PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt01444
IRS990/OtherExpensesGrp/FundraisingAmt122979
IRS990/OtherExpensesGrp/FundraisingAmt216
IRS990/OtherExpensesGrp/FundraisingAmt32151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01167
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2101
IRS990/OtherExpensesGrp/ProgramServicesAmt025561
IRS990/OtherExpensesGrp/ProgramServicesAmt115830
IRS990/OtherExpensesGrp/ProgramServicesAmt24940
IRS990/OtherExpensesGrp/TotalAmt028172
IRS990/OtherExpensesGrp/TotalAmt122979
IRS990/OtherExpensesGrp/TotalAmt215859
IRS990/OtherExpensesGrp/TotalAmt37192
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0780
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0780
IRS990/OtherRevenueTotalAmt0780
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt047259
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034297
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0720468
IRS990/OtherSalariesAndWagesGrp/TotalAmt0802024
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05987
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07046
IRS990/PayrollTaxesGrp/ProgramServicesAmt057450
IRS990/PayrollTaxesGrp/TotalAmt070483
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt029023
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030933
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02394
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02524
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042728
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042728
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16390
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. 257 MEMBERS WERE SERVED IN THIS PROGRAM IN 2014.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0649515
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. 102 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2014.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt075191
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRUST PROGRAM, GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0291461
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt049898
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01385343
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt094632
IRS990/PYOtherExpensesAmt0381897
IRS990/PYOtherRevenueAmt0151079
IRS990/PYProgramServiceRevenueAmt046461
IRS990/PYRevenuesLessExpensesAmt0206934
IRS990/PYSalariesCompEmpBnftPaidAmt01088684
IRS990/PYTotalExpensesAmt01470581
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01677515
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt035922
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010009
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01241951

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,967,171
Liabilities
$120,515
Net assets
$1,846,656
Revenue
$1,555,735
Expenses
$1,519,813
Net income
$35,922
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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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. 2014 filings • 501(c)3 • $1M-$5M nonprofits