Civic Intelligence

Portal Inc.

990 • Fiscal year 2016 • EIN 39-1024001

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

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

41st percentile

0.05x

Higher debt load relative to assets than 41% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

51st percentile

2.4%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

68th percentile

$98,911

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

60th percentile

4.1%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-5.5%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,146,484

Up $84,384 (+4.1%) from 2015

Net Assets

Up

$2,035,519

Up $62,382 (+3.2%) from 2015

Liabilities

Up

$110,965

Up $22,002 (+25%) from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin51st percentile

Revenue

Down

$2,188,864

Down $126,899 (-5.5%) from 2015

Expenses

Down

$2,137,198

Down $188,305 (-8.1%) from 2015

Net Income

Up

$51,666

Up $61,406 (+630%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2016

Assets$2,146,484
Liabilities$110,965
Net Assets$2,035,519
Open 2016 Filing

Operations Trend

Revenue Growth30th 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

2016

Revenue$2,188,864
Expenses$2,137,198
Net Income$51,666
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$2,201,059
Mission and Program Overview

Mission

To enhance opportunities for people with intellectual and developmental disabilities (i/dd) to participate fully in their community as valued neighbors, productive workers and respected citizens. Portal inc. Assists more than 200 adults by providing life skills training and experiences for home, employment, community engagement, health & well-being.

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$539,296$540,812▲ $1,516
Land, Buildings, and Equipment, Net$382,587$354,912▼ $27,675
Cash and Non-Interest-Bearing Accounts$200,816$280,518▲ $79,702
Accounts Receivable$164,957$167,649▲ $2,692
Prepaid Expenses and Deferred Charges$49,510$39,856▼ $9,654
Pledges and Grants Receivable$18,642$20,412▲ $1,770
Total Assets$2,062,100$2,146,484▲ $84,384
Other Assets Total$706,292$742,325▲ $36,033
Liabilities
Accounts Payable and Accrued Expenses$88,963$110,965▲ $22,002
Total Liabilities$88,963$110,965▲ $22,002
Net Assets / Fund Balance
Unrestricted Net Assets$1,357,543$1,361,445▲ $3,902
Temporarily Rstr Net Assets$297,539$355,419▲ $57,880
Permanently Rstr Net Assets$318,055$318,655▲ $600
Total Net Assets Fund Balance$1,973,137$2,035,519▲ $62,382
Total Liabilities and Net Assets / Fund Balance$2,062,100$2,146,484▲ $84,384

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$245,514$1,319,992$1,565,506
Equipment$21,570$233,266$254,836
Other Land Buildings$51,678$197,840$249,518
Land$36,150-$36,150
Other Assets Org$616,130--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole StuebeExecutive DirectorFT$81,667$17,244$98,911

Board Members and Trustees

NameTitle
Edward EckhardtChairperson
Debbie FedelPast-chairperson
Pam KingVice-chairperson
Chuck ZamoraDirector
Kurt BaehmannDirector
Ray CaryDirector
Sharon StreffSecretary
John BieverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$258,316
Program Service Revenue
$1,885,458
Investment Income
$27,704
Other Revenue
$17,386
All Other Contributions
$158,000
Change in Net Assets
$51,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,199,255
Revenue Not Reported on Financial Statements
$-10,391
Revenue Not Reported on Form 990
$10,716
Other Revenue Adjustments
$-12,195
Total Revenue per Audited Statements
$2,209,971
Total Revenue per Form 990
$2,188,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,724,207
Other Expenses$412,991
Total Fundraising Expense$37,071
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,227,397$46,923$7,665$1,281,985
Other Employee Benefits$229,790$9,093$1,970$240,853
Current Officers, Directors, Trustees, and Key Employees$29,673$49,456$19,782$98,911
Payroll Taxes$74,129$6,969$1,439$82,537
Occupancy$76,469$5,775-$82,244
Depreciation Depletion$72,670$5,808$94$78,572
Office Expenses$33,163$9,292$1,845$44,300
Travel$19,922$1,700-$21,622
Insurance$18,397$2,219$180$20,796
Pension Plan Contributions$19,275$646-$19,921
Fees for Services Accounting$14,900$2,714$187$17,801
Information Technology$12,208$3,730$244$16,182
Other Expenses$14,813--$14,813
All Other Expenses$2,323$2,795$3,589$8,707
Fees for Service Investment Mgmnt Fees-$1,804-$1,804
Fees for Services Other-$616-$616
Advertising$443-$75$518
Fees for Services Legal$166$225$1$392
Interest-$302-$302
Total Functional Expenses$1,950,060$150,067$37,071$2,137,198

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,147,589
Total Expenses per Form 990$2,137,198
Expenses per Audited Statements$2,135,394
Expenses Not Reported on Form 990$12,195
Expenses Not Reported on Financial Statements$1,804
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,535
Fundraising Direct Expenses$12,195
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Day - Run/walk$34,935$20,535$10,462$10,073
Total Events$34,935$20,535$12,195$8,340
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“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 15

“Human resources manager communicates salary adjustments for the executive director to the board of directors chairperson based on budget and market assessments. The executive committee reviews and approves any adjustment for the executive director and documents in the meeting minutes. Comparable wage data from management resources association and the non-profit center of milwaukee are utilized in determining wage ranges for all positions. This data is reviewed at board of directors meetings and documented in the meeting minutes. Person specific compensation is reviewed by human resource manager and direct supervisor with consultation of executive director and documented in the employee file maintained by human resources.”

Form 990, Part VI, Section C, Line 19

“The organization makes its 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
2017-05-03
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
118
Volunteers
270

Preparer

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

Additional Explanations

Line 1B

“The executive committee is comprised of 5 mbrs of the bod which includes the chairperson, vice chairperson, secretary, treasurer, and the immediate past chairperson. The exec.director is an ex officio mbr. The exec. Cmtte may exercise the powers of the bod in mgmt affairs of the corporation when the bod is not in session, except action to elect officers or the filling of vacancies on the bod or exec. Cmtte; the purchase, encumbrance, sale or conveyance of real estate; and the acquisition of another business, merger or combination of the corporation, reorganization of the corporation, dissolution or sale of substantially all of the assets of the corporation.”

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 XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses reported in revenue -12,195.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses reported in revenue 12,195.”

Raw XML AppendixShowing 400 of 522 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/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0244
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03730
IRS990/InformationTechnologyGrp/ProgramServicesAmt012208
IRS990/InformationTechnologyGrp/TotalAmt016182
IRS990/InsuranceGrp/FundraisingAmt0180
IRS990/InsuranceGrp/ManagementAndGeneralAmt02219
IRS990/InsuranceGrp/ProgramServicesAmt018397
IRS990/InsuranceGrp/TotalAmt020796
IRS990/InterestGrp/ManagementAndGeneralAmt0302
IRS990/InterestGrp/TotalAmt0302
IRS990/InvestmentIncomeGrp/ExclusionAmt07090
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07090
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01751098
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0382587
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0354912
IRS990/LandBldgEquipCostOrOtherBssAmt02106010
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/NetAssetsOrFundBalancesBOYAmt01973137
IRS990/NetAssetsOrFundBalancesEOYAmt02035519
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020614
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020614
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08340
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08340
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010716
IRS990/NoncashContributionsAmt086
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05775
IRS990/OccupancyGrp/ProgramServicesAmt076469
IRS990/OccupancyGrp/TotalAmt082244
IRS990/OfficeExpensesGrp/FundraisingAmt01845
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09292
IRS990/OfficeExpensesGrp/ProgramServicesAmt033163
IRS990/OfficeExpensesGrp/TotalAmt044300
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0706292
IRS990/OtherAssetsTotalGrp/EOYAmt0742325
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01970
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09093
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0229790
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0240853
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2EMPLOYEE WELLNESS AND D
IRS990/OtherExpensesGrp/Desc3OPERATING AND DEVELOPME
IRS990/OtherExpensesGrp/ProgramServicesAmt043863
IRS990/OtherExpensesGrp/ProgramServicesAmt143272
IRS990/OtherExpensesGrp/ProgramServicesAmt217187
IRS990/OtherExpensesGrp/ProgramServicesAmt314813
IRS990/OtherExpensesGrp/TotalAmt043863
IRS990/OtherExpensesGrp/TotalAmt143272
IRS990/OtherExpensesGrp/TotalAmt217187
IRS990/OtherExpensesGrp/TotalAmt314813
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09046
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09046
IRS990/OtherRevenueTotalAmt09046
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07665
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046923
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01227397
IRS990/OtherSalariesAndWagesGrp/TotalAmt01281985
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01439
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06969
IRS990/PayrollTaxesGrp/ProgramServicesAmt074129
IRS990/PayrollTaxesGrp/TotalAmt082537
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0646
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019275
IRS990/PensionPlanContributionsGrp/TotalAmt019921
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0318055
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0318655
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt018642
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt020412
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049510
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039856
IRS990/PrincipalOfficerNm0CAROLE STUEBE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01885458
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01885458
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0232172
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt034130
IRS990/PYOtherExpensesAmt0467704
IRS990/PYOtherRevenueAmt045970
IRS990/PYProgramServiceRevenueAmt02003491
IRS990/PYRevenuesLessExpensesAmt0-9740
IRS990/PYSalariesCompEmpBnftPaidAmt01857799
IRS990/PYTotalExpensesAmt02325503
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02315763
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt051666
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01894504
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0539296
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0540812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0258316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0232172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0226517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0289123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0245318
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01251446
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07625
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033674
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011142664
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt09046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt030554
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt018933
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt040480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt021963
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0120976
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82790
IRS990ScheduleA/PublicSupportPY170Pct00.81950
IRS990ScheduleA/PublicSupportTotal170Amt01164162
IRS990ScheduleA/SubstantialContributorsTotAmt087284
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0258316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0232172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0226517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0289123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0245318
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01251446
IRS990ScheduleA/TotalSupportAmt01406096
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/BookValueAmt0245514
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01319992
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01565506
IRS990ScheduleD/EquipmentGrp/BookValueAmt021570
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0233266
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0254836
IRS990ScheduleD/ExpensesNotReportedAmt012195
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01804
IRS990ScheduleD/ExpensesSubtotalAmt02135394
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01804
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01804
IRS990ScheduleD/LandGrp/BookValueAmt036150
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036150
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010716
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0126195
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1616130
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1GREATER MILW FOUNDATION ENDOWMENT F
IRS990ScheduleD/OtherExpensesIncludedAmt012195
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt051678
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0197840
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0249518
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-12195
IRS990ScheduleD/RevenueNotReportedAmt010716
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-10391
IRS990ScheduleD/RevenueSubtotalAmt02199255
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES REPORTED IN REVENUE -12,195.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES REPORTED IN REVENUE 12,195.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0354912
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0742325
IRS990ScheduleD/TotalExpensesPerForm990Amt02137198
IRS990ScheduleD/TotalRevenuePerForm990Amt02188864
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02209971
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02147589
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt014400
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014400

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,146,484
Liabilities
$110,965
Net assets
$2,035,519
Revenue
$2,188,864
Expenses
$2,137,198
Net income
$51,666
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
2016Detailed filing. Detailed filing data is available for this year.$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