Civic Intelligence

Portal Inc.

990 • Fiscal year 2014 • EIN 39-1024001

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileWWW.PORTALINC.ORG
1015 Cedar Creek Road PO Box 65Grafton, WI 53024

(262) 377-4410

Siviq Scores

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

Liabilities / Assets

39th percentile

0.05x

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

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

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

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

Net Margin

30th percentile

-3.6%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

68th percentile

$95,207

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

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

Asset Growth

20th percentile

-4.9%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$2,124,446

Down $110,142 (-4.9%) from 2013

Net Assets

Down

$2,021,701

Down $95,908 (-4.5%) from 2013

Liabilities

Down

$102,745

Down $14,234 (-12%) from 2013

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin30th percentile

Revenue

Down

$2,459,005

Down $324,086 (-12%) from 2013

Expenses

Down

$2,547,090

Down $213,556 (-7.7%) from 2013

Net Income

Down

-$88,085

Down $110,530 (-492%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,264,152Liabilities 2010: $92,654Net Assets 2010: $2,171,4982010Assets 2011: $2,248,292Liabilities 2011: $89,006Net Assets 2011: $2,159,2862011Assets 2012: $2,161,516Liabilities 2012: $111,810Net Assets 2012: $2,049,7062012Assets 2013: $2,234,588Liabilities 2013: $116,979Net Assets 2013: $2,117,6092013Assets 2014: $2,124,446Liabilities 2014: $102,745Net Assets 2014: $2,021,7012014Assets 2015: $2,062,100Liabilities 2015: $88,963Net Assets 2015: $1,973,1372015Assets 2016: $2,146,484Liabilities 2016: $110,965Net Assets 2016: $2,035,5192016Assets 2017: $2,290,404Liabilities 2017: $112,368Net Assets 2017: $2,178,0362017Assets 2018: $2,313,322Liabilities 2018: $109,396Net Assets 2018: $2,203,9262018Assets 2019: $2,521,655Liabilities 2019: $98,937Net Assets 2019: $2,422,7182019Assets 2020: $2,663,791Liabilities 2020: $360,416Net Assets 2020: $2,303,3752020Assets 2021: $2,898,107Liabilities 2021: $365,710Net Assets 2021: $2,532,3972021Assets 2022: $2,487,015Liabilities 2022: $63,712Net Assets 2022: $2,423,3032022Assets 2023: $2,361,032Liabilities 2023: $265,137Net Assets 2023: $2,095,8952023Assets 2024: $2,189,215Liabilities 2024: $86,211Net Assets 2024: $2,103,0042024

Highlighted filing

2014

Assets$2,124,446
Liabilities$102,745
Net Assets$2,021,701
Open 2014 Filing

Operations Trend

Revenue Growth19th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,859,2932010Revenue 2011: $2,877,040Expenses 2011: $2,892,906Net Income 2011: -$15,8662011Expenses 2012: $2,988,4042012Revenue 2013: $2,783,091Expenses 2013: $2,760,646Net Income 2013: $22,4452013Revenue 2014: $2,459,005Expenses 2014: $2,547,090Net Income 2014: -$88,0852014Revenue 2015: $2,315,763Expenses 2015: $2,325,503Net Income 2015: -$9,7402015Revenue 2016: $2,188,864Expenses 2016: $2,137,198Net Income 2016: $51,6662016Revenue 2017: $2,197,928Expenses 2017: $2,128,040Net Income 2017: $69,8882017Revenue 2018: $2,235,495Expenses 2018: $2,175,603Net Income 2018: $59,8922018Revenue 2019: $2,262,361Expenses 2019: $2,110,872Net Income 2019: $151,4892019Revenue 2020: $1,772,832Expenses 2020: $1,946,045Net Income 2020: -$173,2132020Revenue 2021: $1,866,738Expenses 2021: $1,712,954Net Income 2021: $153,7842021Revenue 2022: $1,984,572Expenses 2022: $1,934,489Net Income 2022: $50,0832022Revenue 2023: $1,679,918Expenses 2023: $2,077,189Net Income 2023: -$397,2712023Revenue 2024: $2,010,041Expenses 2024: $2,097,136Net Income 2024: -$87,0952024

Highlighted filing

2014

Revenue$2,459,005
Expenses$2,547,090
Net Income-$88,085
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$2,473,101
Mission and Program Overview

Mission

To enhance opportunities for persons with disabilities to participate fully in their community as valued neighbors, productive workers & respected citizens. Portal, inc. Assists more than 200 adults with disabilities by providing valuable training, support, work opportunities and recreational activities.

To enhance opportunities for people with disabilities to participate fully in their community as valued neighbors, productive workers & respected citizens. Portal, inc. Assists more than 200 adults with disabilities by providing valuable training, support, work opportunities and recreational activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$537,327$538,175▲ $848
Land, Buildings, and Equipment, Net$517,730$444,142▼ $73,588
Cash and Non-Interest-Bearing Accounts$252,749$221,626▼ $31,123
Accounts Receivable$208,054$173,669▼ $34,385
Pledges and Grants Receivable$19,498$16,667▼ $2,831
Prepaid Expenses and Deferred Charges$11,805$13,277▲ $1,472
Total Assets$2,234,588$2,124,446▼ $110,142
Other Assets Total$687,425$716,890▲ $29,465
Liabilities
Accounts Payable and Accrued Expenses$116,979$102,745▼ $14,234
Total Liabilities$116,979$102,745▼ $14,234
Net Assets / Fund Balance
Unrestricted Net Assets$1,514,424$1,393,327▼ $121,097
Permanently Rstr Net Assets$316,180$317,605▲ $1,425
Temporarily Rstr Net Assets$287,005$310,769▲ $23,764
Total Net Assets Fund Balance$2,117,609$2,021,701▼ $95,908
Total Liabilities and Net Assets / Fund Balance$2,234,588$2,124,446▼ $110,142

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$347,342$1,218,164$1,565,506
Other Land Buildings$26,733$229,240$255,973
Equipment$33,917$220,845$254,762
Land$36,150-$36,150
Other Assets Org$592,755--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole StuebeExecutive DirectorFT$77,931$17,276$95,207

Board Members and Trustees

NameTitle
Debbie FedelChairperson
Jim AsplinPast Chairperson
John BieverVice-chairperson
Chuck ZamoraDirector
Dennis JohnsonDirector
Pam KingDirector
Sharon StreffDirector
Linda MenckSecretary
Edward EckhardtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$226,517
Program Service Revenue
$2,165,229
Investment Income
$41,776
Other Revenue
$25,483
All Other Contributions
$133,287
Change in Net Assets
$-88,085

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,467,468
Revenue Not Reported on Financial Statements
$-8,463
Revenue Not Reported on Form 990
$-7,823
Other Revenue Adjustments
$-14,096
Total Revenue per Audited Statements
$2,459,645
Total Revenue per Form 990
$2,459,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,011,708
Other Expenses$535,382
Total Fundraising Expense$62,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,356,691$49,206$33,421$1,439,318
Other Employee Benefits$343,517$12,202$8,305$364,024
Occupancy$94,725$9,035-$103,760
Current Officers, Directors, Trustees, and Key Employees$28,562$57,124$9,521$95,207
Payroll Taxes$81,955$7,220$2,370$91,545
Depreciation Depletion$62,951$5,671$145$68,767
Office Expenses$34,413$6,328$2,529$43,270
Information Technology$20,471$11,151$2,730$34,352
Travel$25,183$2,341-$27,524
Other Expenses$22,038$3,395$441$25,874
Insurance$19,873$2,513$123$22,509
Pension Plan Contributions$20,792$405$417$21,614
Fees for Services Accounting$14,271$2,599$129$16,999
All Other Expenses$2,575$1,609$2,152$6,336
Fees for Service Investment Mgmnt Fees-$5,633-$5,633
Advertising$807-$99$906
Fees for Services Other-$131-$131
Interest-$98-$98
Total Functional Expenses$2,307,028$177,460$62,602$2,547,090

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,555,553
Total Expenses per Form 990$2,547,090
Expenses per Audited Statements$2,541,457
Expenses Not Reported on Form 990$14,096
Expenses Not Reported on Financial Statements$5,633
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,646
Fundraising Direct Expenses$14,096
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Day - Run/walk$39,806$20,646$12,360$8,286
Total Events$39,806$20,646$14,096$6,550
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The finance committee will review the 990 prior to filing.”

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

“Conflict of interest is discussed annually at board and at leadership meetings. The conflict of interest policy applies to all employees. The department manager is informed in writing of any situation that may lead to a conflict of interest. The department manager will discuss with the hr manager and executive director as to whether there is a conflict and will be advised in writing the decision. Board members are expected to release information to the full board regarding potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15A

“Wage ranges are developed for all positions. The board of directors reviews and approves annually the executive director's salary. Various market surveys are utilized annually to assess market competitiveness.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Portal Inc
EIN
39-1024001
Phone
2623774410
Address
1015 CEDAR CREEK ROAD PO BOX 65, GRAFTON, WI 53024

Signing Officer

Name
Carole Stuebe
Title
Executive Director
Phone
2623774410
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carole Stuebe
Formed
1965
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
147
Volunteers
211

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“A provision for income taxes has not been made nor is required in the financial statements as the organization is exempt from state and federal income tax under section 501(c)(3) of the internal revenue code. Management has determined that the organization has no material uncertain tax positions that would require recognition under the interpretation as of december 31, 2014 and 2013. The federal and state income tax returns of the organization for 2011, 2012 and 2013 are subject to examination by the irs and state taxing authorities, generally for three years after they were filed.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses reported in revenue -14,096.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses reported in revenue 14,096.”

Raw XML AppendixShowing 400 of 525 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.

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IRS990/ActivityOrMissionDesc0TO ENHANCE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES TO PARTICIPATE FULLY IN THEIR COMMUNITY AS VALUED NEIGHBORS, PRODUCTIVE WORKERS & RESPECTED CITIZENS. PORTAL, INC. ASSISTS MORE THAN 200 ADULTS WITH DISABILITIES BY PROVIDING VALUABLE TRAINING, SUPPORT, WORK OPPORTUNITIES AND RECREATIONAL ACTIVITIES.
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IRS990/Desc0THE ORGANIZATION IS BASED IN OZAUKEE COUNTY AND ESTABLISHED IN 1965. FOR ALMOST 50 YEARS, PORTAL, INC. HAS CONTINUED TO PROVIDE PROGRESSIVE SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES AND BEHAVIORAL HEALTH CHALLENGES. SERVING MORE THAN 200 INDIVIDUALS EVERY YEAR, THE ORGANIZATION PROVIDES SERVICES THAT PROMOTE AND RESPOND TO EACH INDIVIDUAL'S PERSONAL NEEDS, INTERESTS AND GOALS. SUPPORT SERVICES FOCUS ON WORK SKILLS DEVELOPMENT, COMMUNITY BASED DAY SERVICES AND COMMUNITY BASED EMPLOYMENT. A PROGRAM OF RECREATIONAL EVENTS AND LEISURE ACTIVITIES IS AVAILABLE IN THE EVENING AND ON WEEKENDS. STAFF AND VOLUNTEERS PROVIDE THE NECESSARY TRANSPORTATION, SUPPORT AND SUPERVISION.
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02730
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011151
IRS990/InformationTechnologyGrp/ProgramServicesAmt020471
IRS990/InformationTechnologyGrp/TotalAmt034352
IRS990/InsuranceGrp/FundraisingAmt0123
IRS990/InsuranceGrp/ManagementAndGeneralAmt02513
IRS990/InsuranceGrp/ProgramServicesAmt019873
IRS990/InsuranceGrp/TotalAmt022509
IRS990/InterestGrp/ManagementAndGeneralAmt098
IRS990/InterestGrp/TotalAmt098
IRS990/InvestmentIncomeGrp/ExclusionAmt05268
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05268
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01668249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0517730
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0444142
IRS990/LandBldgEquipCostOrOtherBssAmt02112391
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES TO PARTICIPATE FULLY IN THEIR COMMUNITY AS VALUED NEIGHBORS, PRODUCTIVE WORKERS & RESPECTED CITIZENS. PORTAL, INC. ASSISTS MORE THAN 200 ADULTS WITH DISABILITIES BY PROVIDING VALUABLE TRAINING, SUPPORT, WORK OPPORTUNITIES AND RECREATIONAL ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02117609
IRS990/NetAssetsOrFundBalancesEOYAmt02021701
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036508
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036508
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06550
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06550
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7823
IRS990/NoncashContributionsAmt01374
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09035
IRS990/OccupancyGrp/ProgramServicesAmt094725
IRS990/OccupancyGrp/TotalAmt0103760
IRS990/OfficeExpensesGrp/FundraisingAmt02529
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06328
IRS990/OfficeExpensesGrp/ProgramServicesAmt034413
IRS990/OfficeExpensesGrp/TotalAmt043270
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0687425
IRS990/OtherAssetsTotalGrp/EOYAmt0716890
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08305
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012202
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0343517
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0364024
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2EMPLOYEE WELLNESS AND D
IRS990/OtherExpensesGrp/Desc3OPERATING AND DEVELOPME
IRS990/OtherExpensesGrp/FundraisingAmt0220
IRS990/OtherExpensesGrp/FundraisingAmt1441
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13395
IRS990/OtherExpensesGrp/ProgramServicesAmt082439
IRS990/OtherExpensesGrp/ProgramServicesAmt170188
IRS990/OtherExpensesGrp/ProgramServicesAmt225577
IRS990/OtherExpensesGrp/ProgramServicesAmt322038
IRS990/OtherExpensesGrp/TotalAmt082439
IRS990/OtherExpensesGrp/TotalAmt170188
IRS990/OtherExpensesGrp/TotalAmt226596
IRS990/OtherExpensesGrp/TotalAmt325874
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018933
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018933
IRS990/OtherRevenueTotalAmt018933
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033421
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049206
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01356691
IRS990/OtherSalariesAndWagesGrp/TotalAmt01439318
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02370
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07220
IRS990/PayrollTaxesGrp/ProgramServicesAmt081955
IRS990/PayrollTaxesGrp/TotalAmt091545
IRS990/PensionPlanContributionsGrp/FundraisingAmt0417
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0405
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020792
IRS990/PensionPlanContributionsGrp/TotalAmt021614
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0316180
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0317605
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt019498
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt016667
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011805
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013277
IRS990/PrincipalOfficerNm0CAROLE STUEBE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02165229
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02165229
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0289123
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035584
IRS990/PYOtherExpensesAmt0551295
IRS990/PYOtherRevenueAmt045536
IRS990/PYProgramServiceRevenueAmt02412848
IRS990/PYRevenuesLessExpensesAmt022445
IRS990/PYSalariesCompEmpBnftPaidAmt02209351
IRS990/PYTotalExpensesAmt02760646
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02783091
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-88085
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02184162
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0537327
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0538175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0226517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0289123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0245318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0213404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0183701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01158063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09643
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08535
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037466
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt012029711
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt018933
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt040480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt021963
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt013404
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012534
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0107314
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80150
IRS990ScheduleA/PublicSupportPY170Pct00.98750
IRS990ScheduleA/PublicSupportTotal170Amt01044262
IRS990ScheduleA/SubstantialContributorsTotAmt0113801
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0226517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0289123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0245318
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0213404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0183701
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01158063
IRS990ScheduleA/TotalSupportAmt01302843
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0347342
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01218164
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01565506
IRS990ScheduleD/EquipmentGrp/BookValueAmt033917
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0220845
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0254762
IRS990ScheduleD/ExpensesNotReportedAmt014096
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05633
IRS990ScheduleD/ExpensesSubtotalAmt02541457
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05633
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05633
IRS990ScheduleD/LandGrp/BookValueAmt036150
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036150
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-7823
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0124135
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1592755
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1GREATER MILW FOUNDATION ENDOWMENT FUND
IRS990ScheduleD/OtherExpensesIncludedAmt014096
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026733
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0229240
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0255973
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-14096
IRS990ScheduleD/RevenueNotReportedAmt0-7823
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-8463
IRS990ScheduleD/RevenueSubtotalAmt02467468
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A PROVISION FOR INCOME TAXES HAS NOT BEEN MADE NOR IS REQUIRED IN THE FINANCIAL STATEMENTS AS THE ORGANIZATION IS EXEMPT FROM STATE AND FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE INTERPRETATION AS OF DECEMBER 31, 2014 AND 2013. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE ORGANIZATION FOR 2011, 2012 AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES REPORTED IN REVENUE -14,096.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES REPORTED IN REVENUE 14,096.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,124,446
Liabilities
$102,745
Net assets
$2,021,701
Revenue
$2,459,005
Expenses
$2,547,090
Net income
-$88,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.09$2.10$2.01$2.10$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.27$2.10$1.68$2.08$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.06$2.42$1.98$1.93$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.37$2.53$1.87$1.71$0.15
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.66$0.36$2.30$1.77$1.95$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.10$2.42$2.26$2.11$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.11$2.20$2.24$2.18$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.11$2.18$2.20$2.13$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.11$2.04$2.19$2.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.09$1.97$2.32$2.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.10$2.02$2.46$2.55$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.12$2.12$2.78$2.76$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.11$2.05$2.99
2011Summary only. Only limited summary data is available for this year.$2.25$0.09$2.16$2.88$2.89$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.09$2.17$2.86
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits