Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2017 • EIN 39-0978146

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

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

64th percentile

0.21x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.28x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

62nd percentile

8.0%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

87th percentile

$174,924

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

2.2%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$3,195,836

Up $156,400 (+5.1%) from 2016

Net Assets

Up

$2,519,389

Up $248,909 (+11%) from 2016

Liabilities

Down

$676,447

Down $92,509 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin62nd percentile

Revenue

Up

$2,418,741

Up $51,281 (+2.2%) from 2016

Expenses

Up

$2,225,353

Up $456,399 (+26%) from 2016

Net Income

Down

$193,388

Down $405,118 (-68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$3,195,836
Liabilities$676,447
Net Assets$2,519,389
Open 2017 Filing

Operations Trend

Revenue Growth44th 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

2017

Revenue$2,418,741
Expenses$2,225,353
Net Income$193,388
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Gross Receipts
$2,996,852
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
Land, Buildings, and Equipment, Net$1,214,885$1,430,005▲ $215,120
Investments in Publicly Traded Securities$944,304$1,034,364▲ $90,060
Accounts Receivable$126,300$293,292▲ $166,992
Investments Other Securities$157,626$182,163▲ $24,537
Cash and Non-Interest-Bearing Accounts$138,565$160,201▲ $21,636
Savings and Temporary Cash Investments$11,217$50,026▲ $38,809
Pledges and Grants Receivable$112,914$38,792▼ $74,122
Prepaid Expenses and Deferred Charges$4,004$6,993▲ $2,989
Total Assets$3,039,436$3,195,836▲ $156,400
Other Assets Total$329,621$0▼ $329,621
Liabilities
Mortgage Notes Payable Secured by Investment Property$600,000$532,470▼ $67,530
Accounts Payable and Accrued Expenses$153,731$127,624▼ $26,107
Escrow Account Liability$15,225$16,353▲ $1,128
Total Liabilities$768,956$676,447▼ $92,509
Net Assets / Fund Balance
Unrestricted Net Assets$2,129,584$2,437,807▲ $308,223
Temporarily Rstr Net Assets$140,896$81,582▼ $59,314
Total Net Assets Fund Balance$2,270,480$2,519,389▲ $248,909
Total Liabilities and Net Assets / Fund Balance$3,039,436$3,195,836▲ $156,400

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,367,054$191,650$1,558,704
Equipment$18,551$66,639$85,190
Land$44,400-$44,400
Other Securities$182,163--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$157,626-▲ $25,858-$182,163
2016$47,702$100,000▲ $11,164-$157,626
2015$49,258-▼ $818-$47,702
2014$48,329-▲ $2,887-$49,258
2013$42,091-▲ $8,232-$48,329
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$149,249$25,675$174,924

Board Members and Trustees

NameTitle
Chip Doering IiiPast President
Nick CurranPresident
Adam KellerVice President
Christina Wilson BergerDirector
Christine CulverDirector
Cindy BentleyDirector
Cindy SchausDirector
Dan AuteyDirector
Greg BlockDirector
John KleinDirector
Kerry WolfeDirector
Lisa VoisinDirector
Maggie ButterfieldDirector
Ray WilsonDirector
Darryll FortuneDirector-at-large
Susan PickeringDirector-at-large
Mike DoverSecretary
James PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,056,509
Program Service Revenue
$61,108
Investment Income
$116,017
Other Revenue
$185,107
All Other Contributions
$359,038
Change in Net Assets
$193,388

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$33,696Sale of Comparable Produ
Other Non Cash Contri Table1$7,500Sale of Comparable P
Total Noncash Contributions1$41,196-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,418,741
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$96,996
Total Revenue per Audited Statements
$2,515,737
Total Revenue per Form 990
$2,418,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,631,895
Other Expenses$593,458
Total Fundraising Expense$169,088
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,143,362$18,360$32,483$1,194,205
Current Officers, Directors, Trustees, and Key Employees$87,462$43,731$43,731$174,924
Other Employee Benefits$159,141$1,973$5,333$166,447
Fees for Services Other$139,307$203-$139,510
Payroll Taxes$87,344$3,940$5,035$96,319
Occupancy$47,163$5,055$1,727$53,945
All Other Expenses$30,201$20,666$1,505$52,372
Travel$47,613$273$838$48,724
Fees for Services Accounting$42,701$962$1,671$45,334
Advertising$2,458$19$35,662$38,139
Depreciation Depletion$31,301$731$1,112$33,144
Office Expenses$16,714$3,272$2,100$22,086
Other Expenses$16,311$809$3$17,123
Interest-$14,428-$14,428
Insurance$12,734$294$453$13,481
Conferences and Meetings$8,584$246$3,058$11,888
Fees for Service Investment Mgmnt Fees--$11,289$11,289
Total Functional Expenses$1,938,272$117,993$169,088$2,225,353

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,266,828
Expenses per Audited Statements$2,225,353
Total Expenses per Form 990$2,225,353
Expenses Not Reported on Form 990$41,475
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$255,566
Fundraising Direct Expenses$70,762
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$255,566$255,566$39,870$215,696
Total Events$255,566$255,566$83,566$172,000
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 11B

“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
2018-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Spataro Wachniak
Formed
1949
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
37
Volunteers
225

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 1B:

“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 has implemented accounting for uncertainty in income taxes in accordance with accounting principles generally accepted in the united states of america. This standard prescribes 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 provide guidance on various related matters such as derecognizing, interest, penalties and disclosures required. The organization recognizes interest and penalties, if any, related to unrecognized tax benefits in income tax expense.”

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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, COMMUNITY BASED SOCIAL OPPORTUNITIES AND PROVIDING IN-HOME CRISIS INTERVENTION SERVICES TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES. 4,075 INDIVIDUALS SERVED IN 2017; 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/PersonNm7DAN AUTEY
IRS990/Form990PartVIISectionAGrp/PersonNm8CINDY BENTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTINA WILSON BERGER
IRS990/Form990PartVIISectionAGrp/PersonNm10GREG BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm11MAGGIE BUTTERFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTINE CULVER
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA VOISIN
IRS990/Form990PartVIISectionAGrp/PersonNm15CINDY SCHAUS
IRS990/Form990PartVIISectionAGrp/PersonNm16KERRY WOLFE
IRS990/Form990PartVIISectionAGrp/PersonNm17RAY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm18VICKI SPATARO-WACHNIAK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18159749
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt070762
IRS990/FundraisingGrossIncomeAmt0255566
IRS990/GainOrLossGrp/SecuritiesAmt073663
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt01658597
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0581012
IRS990/GrossReceiptsAmt02996852
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0453
IRS990/InsuranceGrp/ManagementAndGeneralAmt0294
IRS990/InsuranceGrp/ProgramServicesAmt012734
IRS990/InsuranceGrp/TotalAmt013481
IRS990/InterestGrp/ManagementAndGeneralAmt014428
IRS990/InterestGrp/TotalAmt014428
IRS990/InvestmentIncomeGrp/ExclusionAmt042354
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042354
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0157626
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0182163
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0944304
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01034364
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0258289
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01214885
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01430005
IRS990/LandBldgEquipCostOrOtherBssAmt01688294
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0507349
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt0600000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0532470
IRS990/NetAssetsOrFundBalancesBOYAmt02270480
IRS990/NetAssetsOrFundBalancesEOYAmt02519389
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt073663
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt073663
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0184804
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0184804
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055521
IRS990/NoncashContributionsAmt044521
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01727
IRS990/OccupancyGrp/ManagementAndGeneralAmt05055
IRS990/OccupancyGrp/ProgramServicesAmt047163
IRS990/OccupancyGrp/TotalAmt053945
IRS990/OfficeExpensesGrp/FundraisingAmt02100
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03272
IRS990/OfficeExpensesGrp/ProgramServicesAmt016714
IRS990/OfficeExpensesGrp/TotalAmt022086
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0329621
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05333
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01973
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0159141
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0166447
IRS990/OtherExpensesGrp/Desc0IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/Desc3CLIENT SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt08837
IRS990/OtherExpensesGrp/FundraisingAmt11239
IRS990/OtherExpensesGrp/FundraisingAmt213012
IRS990/OtherExpensesGrp/FundraisingAmt33
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1725
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22306
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3809
IRS990/OtherExpensesGrp/ProgramServicesAmt028184
IRS990/OtherExpensesGrp/ProgramServicesAmt131549
IRS990/OtherExpensesGrp/ProgramServicesAmt26143
IRS990/OtherExpensesGrp/ProgramServicesAmt316311
IRS990/OtherExpensesGrp/TotalAmt037021
IRS990/OtherExpensesGrp/TotalAmt133513
IRS990/OtherExpensesGrp/TotalAmt221461
IRS990/OtherExpensesGrp/TotalAmt317123
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0303
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0303
IRS990/OtherRevenueTotalAmt0303
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032483
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01143362
IRS990/OtherSalariesAndWagesGrp/TotalAmt01194205
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05035
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03940
IRS990/PayrollTaxesGrp/ProgramServicesAmt087344
IRS990/PayrollTaxesGrp/TotalAmt096319
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0112914
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt038792
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04004
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06993
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052682
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052682
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18426
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 AUTHORIZATION SERVICES. 425 MEMBERS WERE SERVED IN THIS PROGRAM IN 2017.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01171140
IRS990/ProgSrvcAccomActy3Grp/Desc0TRUST PROGRAM: PROVIDING INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES A LEGAL ENTITY TO MANAGE ASSETS FOR THE BENEFIT OF AN INDIVIDUAL WITH A DISABILITY AND PLAN FOR THE FINANCIAL FUTURE WITHOUT NEGATIVELY IMPACTING ELIGIBILITY FOR PUBLIC BENEFITS. A TOTAL OF 275 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2017.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt091813
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS, CHILDREN'S LONG-TERM SUPPORT, IN-KIND CONTRIBUTIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0243098
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt061411
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02086971
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt079929
IRS990/PYOtherExpensesAmt0495899
IRS990/PYOtherRevenueAmt0160360
IRS990/PYProgramServiceRevenueAmt049727
IRS990/PYRevenuesLessExpensesAmt0598506
IRS990/PYSalariesCompEmpBnftPaidAmt01282582
IRS990/PYTotalExpensesAmt01778481
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02376987
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,195,836
Liabilities
$676,447
Net assets
$2,519,389
Revenue
$2,418,741
Expenses
$2,225,353
Net income
$193,388
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
2017Detailed filing. Detailed filing data is available for this year.$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