Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2019 • EIN 39-0978146

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 01, 2020

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

45th percentile

0.06x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

46th percentile

0.07x

Higher debt load relative to revenue than 46% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$193,104

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$3,060,997

Up $125,276 (+4.3%) from 2018

Net Assets

Up

$2,885,067

Up $369,284 (+15%) from 2018

Liabilities

Down

$175,930

Down $244,008 (-58%) from 2018

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin69th percentile

Revenue

Up

$2,440,979

Up $474,589 (+24%) from 2018

Expenses

Up

$2,126,679

Up $291,378 (+16%) from 2018

Net Income

Up

$314,300

Up $183,211 (+140%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$3,060,997
Liabilities$175,930
Net Assets$2,885,067
Open 2019 Filing

Operations Trend

Revenue Growth77th 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

2019

Revenue$2,440,979
Expenses$2,126,679
Net Income$314,300
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 1, 2020
Return Version
2019v5.1
Gross Receipts
$3,308,766
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$1,444,186$1,399,745▼ $44,441
Investments in Publicly Traded Securities$1,020,496$1,079,277▲ $58,781
Investments Other Securities$178,114$200,717▲ $22,603
Pledges and Grants Receivable$82,704$170,986▲ $88,282
Accounts Receivable$107,824$138,392▲ $30,568
Cash and Non-Interest-Bearing Accounts$78,969$37,073▼ $41,896
Prepaid Expenses and Deferred Charges$9,284$34,722▲ $25,438
Savings and Temporary Cash Investments$14,144$85▼ $14,059
Total Assets$2,935,721$3,060,997▲ $125,276
Liabilities
Accounts Payable and Accrued Expenses$112,699$149,804▲ $37,105
Mortgage Notes Payable Secured by Investment Property$296,808$20,000▼ $276,808
Escrow Account Liability$10,431$6,126▼ $4,305
Total Liabilities$419,938$175,930▼ $244,008
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,362,664$2,648,285▲ $285,621
Net Assets With Donor Restrictions$153,119$236,782▲ $83,663
Total Net Assets Fund Balance$2,515,783$2,885,067▲ $369,284
Total Liabilities and Net Assets / Fund Balance$2,935,721$3,060,997▲ $125,276

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,284,977$273,727$1,558,704
Equipment$70,368$72,980$143,348
Land$44,400-$44,400
Other Securities$200,717--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$178,114-▲ $24,094-$200,717
2018$182,163-▼ $2,523-$178,114
2017$157,626-▲ $25,858-$182,163
2016$47,702$100,000▲ $11,164-$157,626
2015$49,258-▼ $818-$47,702
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$176,047$17,057$193,104

Board Members and Trustees

NameTitle
Nick CurranPast President
Adam KellerPresident
Mike DoverVice President & Secretary
Christine CulverDirector
Cindy BentleyDirector
Dan AuteyDirector
Elizabeth RuthmansdorferDirector
Greg BlockDirector
John KleinDirector
Kerry WolfeDirector
Lisa VoisinDirector
Maggie ButterfieldDirector
Ray WilsonDirector
Stephanie LarsonDirector
Susan PickeringDirector
Cindy SchausDirector-at-large
Darryll FortuneDirector-at-large
James PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$865,835
Program Service Revenue
$1,091,204
Investment Income
$179,842
Other Revenue
$304,098
All Other Contributions
$516,302
Change in Net Assets
$314,300

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
Clothing and Household Goods$35,654Sale of Comparable Produ
Total Noncash Contributions$35,654-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,431,272
Revenue Not Reported on Financial Statements
$9,707
Revenue Not Reported on Form 990
$54,984
Total Revenue per Audited Statements
$2,486,256
Total Revenue per Form 990
$2,440,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,620,357
Other Expenses$506,322
Total Fundraising Expense$178,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,135,134$28,273$28,061$1,191,468
Current Officers, Directors, Trustees, and Key Employees$96,552$48,276$48,276$193,104
Other Employee Benefits$136,481$1,805$2,345$140,631
Payroll Taxes$85,800$4,675$4,679$95,154
Occupancy$51,507$1,724$1,801$55,032
Fees for Services Other$50,336$120$120$50,576
All Other Expenses$32,866$10,226$2,471$45,563
Depreciation Depletion$41,590$1,407$1,444$44,441
Fees for Services Accounting$38,253$1,282$1,395$40,930
Travel$29,244$889$929$31,062
Advertising$9,328$254$19,370$28,952
Insurance$17,769$594$604$18,967
Other Expenses$11,356$170$5,705$17,231
Fees for Services Legal$17,052-$129$17,181
Office Expenses$13,641$456$772$14,869
Conferences and Meetings$10,715$339$1,401$12,455
Fees for Service Investment Mgmnt Fees--$9,707$9,707
Interest-$7,321-$7,321
Total Functional Expenses$1,839,153$109,041$178,485$2,126,679

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,126,679
Expenses per Audited Statements$2,116,972
Total Expenses per Audited Statements$2,116,972
Expenses Not Reported on Financial Statements$9,707
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$363,170
Fundraising Direct Expenses$65,281
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$363,170$363,170$4,322$358,848
Total Events$363,170$363,170$65,281$297,889
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
Business relationship with 35% controlled entity
No
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
2020-06-01
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
38
Volunteers
200

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
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/ActivityOrMissionDesc0TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DEVELOPMENTAL AND RELATED DISABILITIES, THEIR FAMILIES AND THE COMMUNITY THROUGH INFORMATION, EDUCATION AND LIFE PLANNING PROGRAMS.
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IRS990/Desc0DISPENSING 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. 3,906 INDIVIDUALS SERVED IN 2019; 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/PersonNm7CINDY BENTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm8GREG BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm9MAGGIE BUTTERFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTINE CULVER
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHANIE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm14ELIZABETH RUTHMANSDORFER
IRS990/Form990PartVIISectionAGrp/PersonNm15LISA VOISIN
IRS990/Form990PartVIISectionAGrp/PersonNm16RAY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm17KERRY WOLFE
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/ReportableCompFromOrgAmt18176047
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 & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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/FundraisingDirectExpensesAmt065281
IRS990/FundraisingGrossIncomeAmt0363170
IRS990/GainOrLossGrp/SecuritiesAmt0142831
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0310983
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0945337
IRS990/GrossReceiptsAmt03308766
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0604
IRS990/InsuranceGrp/ManagementAndGeneralAmt0594
IRS990/InsuranceGrp/ProgramServicesAmt017769
IRS990/InsuranceGrp/TotalAmt018967
IRS990/InterestGrp/ManagementAndGeneralAmt07321
IRS990/InterestGrp/TotalAmt07321
IRS990/InvestmentIncomeGrp/ExclusionAmt037011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037011
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0178114
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0200717
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01020496
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01079277
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0346707
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01444186
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01399745
IRS990/LandBldgEquipCostOrOtherBssAmt01746452
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0802506
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/BOYAmt0296808
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt020000
IRS990/NetAssetsOrFundBalancesBOYAmt02515783
IRS990/NetAssetsOrFundBalancesEOYAmt02885067
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0142831
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0142831
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0297889
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0297889
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt054984
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02362664
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02648285
IRS990/NoncashContributionsAmt035654
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01801
IRS990/OccupancyGrp/ManagementAndGeneralAmt01724
IRS990/OccupancyGrp/ProgramServicesAmt051507
IRS990/OccupancyGrp/TotalAmt055032
IRS990/OfficeExpensesGrp/FundraisingAmt0772
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0456
IRS990/OfficeExpensesGrp/ProgramServicesAmt013641
IRS990/OfficeExpensesGrp/TotalAmt014869
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02345
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01805
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0136481
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140631
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1IN KIND EXPENSE
IRS990/OtherExpensesGrp/Desc2SPECIAL EVENTS EXPENSE
IRS990/OtherExpensesGrp/Desc3PRINTING & PUBLICATIONS
IRS990/OtherExpensesGrp/FundraisingAmt01320
IRS990/OtherExpensesGrp/FundraisingAmt112382
IRS990/OtherExpensesGrp/FundraisingAmt235574
IRS990/OtherExpensesGrp/FundraisingAmt35705
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01230
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1170
IRS990/OtherExpensesGrp/ProgramServicesAmt038257
IRS990/OtherExpensesGrp/ProgramServicesAmt123272
IRS990/OtherExpensesGrp/ProgramServicesAmt211356
IRS990/OtherExpensesGrp/TotalAmt040807
IRS990/OtherExpensesGrp/TotalAmt135654
IRS990/OtherExpensesGrp/TotalAmt235574
IRS990/OtherExpensesGrp/TotalAmt317231
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06209
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06209
IRS990/OtherRevenueTotalAmt06209
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt028061
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt028273
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01135134
IRS990/OtherSalariesAndWagesGrp/TotalAmt01191468
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04679
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04675
IRS990/PayrollTaxesGrp/ProgramServicesAmt085800
IRS990/PayrollTaxesGrp/TotalAmt095154
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt082704
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0170986
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09284
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034722
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624110
IRS990/ProgramServiceRevenueGrp/BusinessCd2624110
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01012558
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt169253
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29393
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01012558
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt169253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29393
IRS990/ProgSrvcAccomActy2Grp/Desc0CARE MANAGEMENT UNIT: 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. 438 MEMBERS WERE SERVED IN THIS PROGRAM IN 2019.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01109387
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01012558
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 324 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2019.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt099430
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP, COURT COMPREHENSIVE EVALUATIONS, TRUST POOL
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0284362
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0227686
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0979741
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt081465
IRS990/PYOtherExpensesAmt0487508
IRS990/PYOtherRevenueAmt0183819
IRS990/PYProgramServiceRevenueAmt0721365

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,060,997
Liabilities
$175,930
Net assets
$2,885,067
Revenue
$2,440,979
Expenses
$2,126,679
Net income
$314,300
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
2019Detailed filing. Detailed filing data is available for this year.$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