Civic Intelligence

Life Navigators Inc.

990 • Fiscal year 2022 • EIN 39-0978146

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

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

49th percentile

0.06x

Higher debt load relative to assets than 49% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

49th percentile

0.08x

Higher debt load relative to revenue than 49% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$232,048

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$4,080,435

Up $119,757 (+3.0%) from 2021

Net Assets

Up

$3,838,750

Up $28,744 (+0.8%) from 2021

Liabilities

Up

$241,685

Up $91,013 (+60%) from 2021

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin61st percentile

Revenue

Up

$3,159,141

Up $361,227 (+13%) from 2021

Expenses

Up

$2,754,022

Up $295,671 (+12%) from 2021

Net Income

Up

$405,119

Up $65,556 (+19%) from 2021

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

2022

Assets$4,080,435
Liabilities$241,685
Net Assets$3,838,750
Open 2022 Filing

Operations Trend

Revenue Growth59th 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

2022

Revenue$3,159,141
Expenses$2,754,022
Net Income$405,119
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Gross Receipts
$3,686,219
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$1,873,408$1,790,695▼ $82,713
Land, Buildings, and Equipment, Net$1,333,535$1,336,154▲ $2,619
Investments Other Securities$262,463$671,576▲ $409,113
Accounts Receivable$311,448$192,324▼ $119,124
Cash and Non-Interest-Bearing Accounts$84,287$61,863▼ $22,424
Prepaid Expenses and Deferred Charges$20,868$13,681▼ $7,187
Pledges and Grants Receivable$30,000$5,000▼ $25,000
Savings and Temporary Cash Investments$44,669$4,671▼ $39,998
Total Assets$3,960,678$4,080,435▲ $119,757
Other Assets Total$0$4,471▲ $4,471
Liabilities
Accounts Payable and Accrued Expenses$150,672$162,242▲ $11,570
Mortgage Notes Payable Secured by Investment Property-$75,000-
Other Liabilities$0$4,443▲ $4,443
Total Liabilities$150,672$241,685▲ $91,013
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,557,260$3,750,215▲ $192,955
Net Assets With Donor Restrictions$252,746$88,535▼ $164,211
Total Net Assets Fund Balance$3,810,006$3,838,750▲ $28,744
Total Liabilities and Net Assets / Fund Balance$3,960,678$4,080,435▲ $119,757

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,183,365$393,002$1,576,367
Leasehold Improvements$108,389$89,546$197,935
Land$44,400-$44,400
Other Securities$24,589--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$262,463$525,000▼ $110,161-$671,576
2021$225,181-▲ $39,163-$262,463
2020$200,717-▲ $26,142-$225,181
2019$178,114-▲ $24,094-$200,717
2018$182,163-▼ $2,523-$178,114
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicki Spataro-wachniakExecutive DirectorFT$194,817$37,231$232,048

Board Members and Trustees

NameTitle
Ray WilsonResource Development Committee Chair
Mike DoverPast President
Elizabeth RuthmansdorferPresident
Greg BlockVice President
Avery MayneDirector
Christine CulverDirector
Cindy BentleyDirector
Cindy SchausDirector
Daryll FortuneDirector
Kurt MaltbyDirector
Maggie ButterfieldDirector
Stephanie LarsonDirector
Susan PickeringDirector
Tim BrownDirector
Adam KellerDirector-at-large
Lisa VoisinSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,351,610
Program Service Revenue
$1,520,159
Investment Income
$26,031
Other Revenue
$261,341
All Other Contributions
$1,050,126
Change in Net Assets
$405,119

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$38,599Price of Comparable Item
Total Noncash Contributions$38,599-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,135,760
Revenue Not Reported on Financial Statements
$23,381
Revenue Not Reported on Form 990
$-376,375
Total Revenue per Audited Statements
$2,759,385
Total Revenue per Form 990
$3,159,141
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,184,598
Other Expenses$569,424
Total Fundraising Expense$206,128
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,582,878$30,808$32,962$1,646,648
Current Officers, Directors, Trustees, and Key Employees$127,626$46,409$58,012$232,047
Other Employee Benefits$169,089$4,389-$173,478
Payroll Taxes$122,896$4,108$5,421$132,425
All Other Expenses$46,119$10,288$10,390$66,797
Occupancy$51,131$2,584$1,661$55,376
Fees for Services Accounting$48,480$2,343$1,572$52,395
Depreciation Depletion$42,623$2,159$1,385$46,167
Travel$37,056$1,830$1,095$39,981
Advertising$13,000$235$23,685$36,920
Insurance$24,037$1,201$781$26,019
Conferences and Meetings$21,690$500$3,160$25,350
Other Expenses$27,919$206$23,542$23,542
Fees for Service Investment Mgmnt Fees--$23,381$23,381
Office Expenses$17,315$839$3,161$21,315
Fees for Services Other$3,291$163$3,485$6,939
Fees for Services Legal$2,140$14$8$2,162
Interest-$549-$549
Total Functional Expenses$2,436,633$111,261$206,128$2,754,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,754,022
Expenses per Audited Statements$2,730,641
Total Expenses per Audited Statements$2,730,641
Expenses Not Reported on Financial Statements$23,381
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$324,128
Fundraising Direct Expenses$63,518
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$324,128$324,128-$324,128
Total Events$324,128$324,128$63,518$260,610
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$4,443
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 works with mra to ensure reasonable 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
2023-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Spataro Wachniak
Formed
1949
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
45
Volunteers
100

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.”

Raw XML AppendixShowing 400 of 670 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0150672
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0162242
IRS990/AccountsReceivableGrp/BOYAmt0311448
IRS990/AccountsReceivableGrp/EOYAmt0192324
IRS990/ActivitiesConductedPrtshpInd00
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.
IRS990/AdvertisingGrp/FundraisingAmt023685
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0235
IRS990/AdvertisingGrp/ProgramServicesAmt013000
IRS990/AdvertisingGrp/TotalAmt036920
IRS990/AllOtherContributionsAmt01050126
IRS990/AllOtherExpensesGrp/FundraisingAmt010390
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010288
IRS990/AllOtherExpensesGrp/ProgramServicesAmt046119
IRS990/AllOtherExpensesGrp/TotalAmt066797
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0VICKI SPATARO WACHNIAK
IRS990/BooksInCareOfDetail/PhoneNum04147746255
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07203 WEST CENTER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053210
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt084287
IRS990/CashNonInterestBearingGrp/EOYAmt061863
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt058012
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt046409
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0127626
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0232047
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt03160
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0500
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt021690
IRS990/ConferencesMeetingsGrp/TotalAmt025350
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01351610
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt026031
IRS990/CYOtherExpensesAmt0569424
IRS990/CYOtherRevenueAmt0261341
IRS990/CYProgramServiceRevenueAmt01520159
IRS990/CYRevenuesLessExpensesAmt0405119
IRS990/CYSalariesCompEmpBnftPaidAmt02184598
IRS990/CYTotalExpensesAmt02754022
IRS990/CYTotalFundraisingExpenseAmt0206128
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03159141
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01385
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02159
IRS990/DepreciationDepletionGrp/ProgramServicesAmt042623
IRS990/DepreciationDepletionGrp/TotalAmt046167
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. 2,488 INDIVIDUALS SERVED IN 2022; SERVICES INCLUDED: I&A HELPLINE, COMMUNITY PRESENTATIONS, TRAINING SERVICES, CRISIS INTERVENTION, INTERGENERATIONAL FAMILY SUPPORT, EDUCATION AND TRANSITION PROGRAMMING AND ADVOCACY SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0252746
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt088535
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt045
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0211376
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt024930
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01572
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02343
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt048480
IRS990/FeesForServicesAccountingGrp/TotalAmt052395
IRS990/FeesForServicesLegalGrp/FundraisingAmt08
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt014
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02140
IRS990/FeesForServicesLegalGrp/TotalAmt02162
IRS990/FeesForServicesOtherGrp/FundraisingAmt03485
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0163
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03291
IRS990/FeesForServicesOtherGrp/TotalAmt06939
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt023381
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023381
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1637231
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH RUTHMANSDORFER
IRS990/Form990PartVIISectionAGrp/PersonNm1ADAM KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm2CINDY BENTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3MAGGIE BUTTERFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINE CULVER
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHANIE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm7LISA VOISIN
IRS990/Form990PartVIISectionAGrp/PersonNm8RAY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm9GREG BLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm10TIM BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm11DARYLL FORTUNE
IRS990/Form990PartVIISectionAGrp/PersonNm12KURT MALTBY
IRS990/Form990PartVIISectionAGrp/PersonNm13CINDY SCHAUS
IRS990/Form990PartVIISectionAGrp/PersonNm14AVERY MAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm15MIKE DOVER
IRS990/Form990PartVIISectionAGrp/PersonNm16VICKI 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/ReportableCompFromOrgAmt16194817
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR-AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY AND TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8RESOURCE DEVELOPMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt063518
IRS990/FundraisingGrossIncomeAmt0324128
IRS990/GainOrLossGrp/SecuritiesAmt0-11684
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0276554
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0451876
IRS990/GrossReceiptsAmt03686219
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0781
IRS990/InsuranceGrp/ManagementAndGeneralAmt01201
IRS990/InsuranceGrp/ProgramServicesAmt024037
IRS990/InsuranceGrp/TotalAmt026019
IRS990/InterestGrp/ManagementAndGeneralAmt0549
IRS990/InterestGrp/TotalAmt0549
IRS990/InvestmentIncomeGrp/ExclusionAmt037715
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037715
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0262463
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0671576
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01873408
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01790695
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0482548
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01333535
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01336154
IRS990/LandBldgEquipCostOrOtherBssAmt01818702
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0463560
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/EOYAmt075000
IRS990/NetAssetsOrFundBalancesBOYAmt03810006
IRS990/NetAssetsOrFundBalancesEOYAmt03838750
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-11684
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11684
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0260610
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0260610
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-376375
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03557260
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03750215
IRS990/NoncashContributionsAmt038599
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01661
IRS990/OccupancyGrp/ManagementAndGeneralAmt02584
IRS990/OccupancyGrp/ProgramServicesAmt051131
IRS990/OccupancyGrp/TotalAmt055376
IRS990/OfficeExpensesGrp/FundraisingAmt03161
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0839
IRS990/OfficeExpensesGrp/ProgramServicesAmt017315
IRS990/OfficeExpensesGrp/TotalAmt021315
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt04471
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04389
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0169089
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0173478
IRS990/OtherExpensesGrp/Desc0EQUIPMENT
IRS990/OtherExpensesGrp/Desc1CLIENT SUPPORT
IRS990/OtherExpensesGrp/Desc2CONTRIBUTED NONFINANCIA
IRS990/OtherExpensesGrp/Desc3SPECIAL EVENT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt01723
IRS990/OtherExpensesGrp/FundraisingAmt124
IRS990/OtherExpensesGrp/FundraisingAmt210680
IRS990/OtherExpensesGrp/FundraisingAmt323542
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02636
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1206
IRS990/OtherExpensesGrp/ProgramServicesAmt051327
IRS990/OtherExpensesGrp/ProgramServicesAmt148016
IRS990/OtherExpensesGrp/ProgramServicesAmt227919
IRS990/OtherExpensesGrp/TotalAmt055686
IRS990/OtherExpensesGrp/TotalAmt148246
IRS990/OtherExpensesGrp/TotalAmt238599
IRS990/OtherExpensesGrp/TotalAmt323542
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt04443
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0694
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt137
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0694
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt137
IRS990/OtherRevenueTotalAmt0731
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032962
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030808
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01582878
IRS990/OtherSalariesAndWagesGrp/TotalAmt01646648
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05421
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04108
IRS990/PayrollTaxesGrp/ProgramServicesAmt0122896
IRS990/PayrollTaxesGrp/TotalAmt0132425
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020868
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013681
IRS990/PrincipalOfficerNm0VICKI SPATARO WACHNIAK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0MY CHOICE FAMILY CARE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2GUARDIANSHIP - PRIVATE
IRS990/ProgramServiceRevenueGrp/Desc3PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01361410
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1148389
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29960
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01361410
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1148389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29960
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3400
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. 422 MEMBERS WERE SERVED IN THIS PROGRAM IN 2022.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01392234
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01361410
IRS990/ProgSrvcAccomActy3Grp/Desc0GUARDIANSHIP: LIFE NAVIGATORS WILL ASSIST ANY INDIVIDUAL WHO REQUIRES ASSISTANCE MAKING DECISIONS, NEEDING AN ADVOCATE AND SUPPORT AND MONITORING HEALTH AND SAFETY. FOR GUARDIANSHIP, THE COURT DETERMINES IF THEY ARE ELEIGIBLE FOR GUARDIANSHIP MEETING THE CRITERIA OF CHAPTER 54 UNDER THE WISCONSIN STATE STATUTE. A TOTAL OF 115 INDIVIDUALS WERE SERVED IN THIS PROGRAM IN 2022.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0305419
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09960
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRUST PROGRAM, INTERGENERATIONAL FAMILY SUPPORT, COURT COMPREHENSIVE EVALUATIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0527604
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0148761
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0804675
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0201578
IRS990/PYOtherExpensesAmt0463878
IRS990/PYOtherRevenueAmt0331478
IRS990/PYProgramServiceRevenueAmt01460183
IRS990/PYRevenuesLessExpensesAmt0339563
IRS990/PYSalariesCompEmpBnftPaidAmt01994473
IRS990/PYTotalExpensesAmt02458351
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,080,435
Liabilities
$241,685
Net assets
$3,838,750
Revenue
$3,159,141
Expenses
$2,754,022
Net income
$405,119
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
2022Detailed filing. Detailed filing data is available for this year.$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. 2022 filings • 501(c)3 • $1M-$5M nonprofits