Civic Intelligence

Portal Inc.

990 • Fiscal year 2017 • EIN 39-1024001

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

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.

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

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

69th percentile

$100,273

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

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

Asset Growth

60th percentile

6.7%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

39th percentile

0.4%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,290,404

Up $143,920 (+6.7%) from 2016

Net Assets

Up

$2,178,036

Up $142,517 (+7.0%) from 2016

Liabilities

Up

$112,368

Up $1,403 (+1.3%) from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin50th percentile

Revenue

Up

$2,197,928

Up $9,064 (+0.4%) from 2016

Expenses

Down

$2,128,040

Down $9,158 (-0.4%) from 2016

Net Income

Up

$69,888

Up $18,222 (+35%) from 2016

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

2017

Assets$2,290,404
Liabilities$112,368
Net Assets$2,178,036
Open 2017 Filing

Operations Trend

Revenue Growth39th 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

2017

Revenue$2,197,928
Expenses$2,128,040
Net Income$69,888
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$2,213,869
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$540,812$542,264▲ $1,452
Land, Buildings, and Equipment, Net$354,912$392,262▲ $37,350
Cash and Non-Interest-Bearing Accounts$280,518$303,007▲ $22,489
Accounts Receivable$167,649$174,102▲ $6,453
Prepaid Expenses and Deferred Charges$39,856$34,712▼ $5,144
Pledges and Grants Receivable$20,412$6,531▼ $13,881
Total Assets$2,146,484$2,290,404▲ $143,920
Other Assets Total$742,325$837,526▲ $95,201
Liabilities
Accounts Payable and Accrued Expenses$110,965$112,368▲ $1,403
Total Liabilities$110,965$112,368▲ $1,403
Net Assets / Fund Balance
Unrestricted Net Assets$1,361,445$1,422,850▲ $61,405
Temporarily Rstr Net Assets$355,419$435,106▲ $79,687
Permanently Rstr Net Assets$318,655$320,080▲ $1,425
Total Net Assets Fund Balance$2,035,519$2,178,036▲ $142,517
Total Liabilities and Net Assets / Fund Balance$2,146,484$2,290,404▲ $143,920

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$240,924$1,370,743$1,611,667
Other Land Buildings$92,427$205,825$298,252
Equipment$22,761$248,744$271,505
Land$36,150-$36,150
Other Assets Org$711,197--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole StuebeExecutive DirectorFT$84,780$15,493$100,273

Board Members and Trustees

NameTitle
Pam KingChairperson
Kurt BaehmannVice-chairperson
Chuck ZamoraDirector
Dr Carrie ScheelDirector
Karen LanserDirector
Kelly ToryfterDirector
Ray CaryDirector
Sharon StreffSecretary
John BieverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$312,583
Program Service Revenue
$1,846,010
Investment Income
$26,080
Other Revenue
$13,255
All Other Contributions
$237,775
Change in Net Assets
$69,888

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,211,705
Revenue Not Reported on Financial Statements
$-13,777
Revenue Not Reported on Form 990
$72,629
Other Revenue Adjustments
$-15,941
Total Revenue per Audited Statements
$2,284,334
Total Revenue per Form 990
$2,197,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,678,619
Other Expenses$444,494
Total Fundraising Expense$41,218
Grants and Similar Amounts Paid$4,927
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,186,729$53,383$10,839$1,250,951
Other Employee Benefits$214,525$8,725$2,393$225,643
Occupancy$95,724$6,187-$101,911
Current Officers, Directors, Trustees, and Key Employees$30,082$50,136$20,055$100,273
Depreciation Depletion$77,613$5,514$138$83,265
Payroll Taxes$70,632$7,306$1,520$79,458
Office Expenses$33,569$14,827$3,552$51,948
Travel$44,622$1,596-$46,218
Information Technology$17,046$12,805$115$29,966
Insurance$20,576$2,781$184$23,541
Pension Plan Contributions$21,279$1,015-$22,294
Fees for Services Accounting$13,711$3,135$205$17,051
All Other Expenses$1,870$4,840$184$6,894
Grants to Domestic Orgs$4,927--$4,927
Other Expenses$2,936$2,919$1,674$4,610
Fees for Services Other-$2,720-$2,720
Fees for Service Investment Mgmnt Fees-$2,164-$2,164
Advertising$428$257$190$875
Interest-$321-$321
Total Functional Expenses$1,906,191$180,631$41,218$2,128,040

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,141,817
Total Expenses per Form 990$2,128,040
Expenses per Audited Statements$2,125,876
Expenses Not Reported on Form 990$15,941
Expenses Not Reported on Financial Statements$2,164
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,103
Fundraising Direct Expenses$15,941
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Day - Run/walk$37,803$26,103$14,309$11,794
Total Events$37,803$26,103$15,941$10,162
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 A, Line 1

“The executive committee is comprised of five members of the board of directors which includes the chairperson, vice chairperson, secretary, treasurer, and the immediate past chairperson. The executive director is an ex officio member. The executive committee may exercise the powers of the board of directors in management affairs of the corporation when the board of directors is not in session, except action to elect officers or the filling of vacancies on the board of directors or executive committee; 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 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 human resources 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
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carole Stuebe
Formed
1965
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
99
Volunteers
556

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 XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses reported in revenue -15,941.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses reported in revenue 15,941.”

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/GainOrLossGrp/SecuritiesAmt018823
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt04927
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04927
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04927
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018823
IRS990/GrossReceiptsAmt02213869
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0115
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012805
IRS990/InformationTechnologyGrp/ProgramServicesAmt017046
IRS990/InformationTechnologyGrp/TotalAmt029966
IRS990/InsuranceGrp/FundraisingAmt0184
IRS990/InsuranceGrp/ManagementAndGeneralAmt02781
IRS990/InsuranceGrp/ProgramServicesAmt020576
IRS990/InsuranceGrp/TotalAmt023541
IRS990/InterestGrp/ManagementAndGeneralAmt0321
IRS990/InterestGrp/TotalAmt0321
IRS990/InvestmentIncomeGrp/ExclusionAmt07257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07257
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01825312
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0354912
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0392262
IRS990/LandBldgEquipCostOrOtherBssAmt02217574
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/NetAssetsOrFundBalancesBOYAmt02035519
IRS990/NetAssetsOrFundBalancesEOYAmt02178036
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018823
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018823
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010162
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010162
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072629
IRS990/NoncashContributionsAmt0275
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06187
IRS990/OccupancyGrp/ProgramServicesAmt095724
IRS990/OccupancyGrp/TotalAmt0101911
IRS990/OfficeExpensesGrp/FundraisingAmt03552
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014827
IRS990/OfficeExpensesGrp/ProgramServicesAmt033569
IRS990/OfficeExpensesGrp/TotalAmt051948
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0742325
IRS990/OtherAssetsTotalGrp/EOYAmt0837526
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02393
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08725
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0214525
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0225643
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1EMPLOYEE WELLNESS AND D
IRS990/OtherExpensesGrp/Desc2TRANSPORTATION
IRS990/OtherExpensesGrp/Desc3OPERATING AND DEVELOPME
IRS990/OtherExpensesGrp/FundraisingAmt0169
IRS990/OtherExpensesGrp/FundraisingAmt11674
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02919
IRS990/OtherExpensesGrp/ProgramServicesAmt037421
IRS990/OtherExpensesGrp/ProgramServicesAmt121465
IRS990/OtherExpensesGrp/ProgramServicesAmt211036
IRS990/OtherExpensesGrp/ProgramServicesAmt32936
IRS990/OtherExpensesGrp/TotalAmt037421
IRS990/OtherExpensesGrp/TotalAmt124553
IRS990/OtherExpensesGrp/TotalAmt211036
IRS990/OtherExpensesGrp/TotalAmt34610
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03093
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03093
IRS990/OtherRevenueTotalAmt03093
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010839
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt053383
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01186729
IRS990/OtherSalariesAndWagesGrp/TotalAmt01250951
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01520
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07306
IRS990/PayrollTaxesGrp/ProgramServicesAmt070632
IRS990/PayrollTaxesGrp/TotalAmt079458
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01015
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021279
IRS990/PensionPlanContributionsGrp/TotalAmt022294
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0318655
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0320080
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020412
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06531
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039856
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034712
IRS990/PrincipalOfficerNm0CAROLE STUEBE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01846010
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01846010
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0258316
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027704
IRS990/PYOtherExpensesAmt0412991
IRS990/PYOtherRevenueAmt017386
IRS990/PYProgramServiceRevenueAmt01885458
IRS990/PYRevenuesLessExpensesAmt051666
IRS990/PYSalariesCompEmpBnftPaidAmt01724207
IRS990/PYTotalExpensesAmt02137198
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02188864
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt069888
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01849103
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0540812
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0542264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0312583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0258316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0232172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0226517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0289123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01318711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06395
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033306
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010431237
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03093
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt09046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt030554
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt018933
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt040480
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0102106
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80180
IRS990ScheduleA/PublicSupportPY170Pct00.82790
IRS990ScheduleA/PublicSupportTotal170Amt01165923
IRS990ScheduleA/SubstantialContributorsTotAmt0152788
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0312583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0258316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0232172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0226517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0289123
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01318711
IRS990ScheduleA/TotalSupportAmt01454123
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0240924
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01370743
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01611667
IRS990ScheduleD/EquipmentGrp/BookValueAmt022761
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0248744
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0271505
IRS990ScheduleD/ExpensesNotReportedAmt015941
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02164
IRS990ScheduleD/ExpensesSubtotalAmt02125876
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02164
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02164
IRS990ScheduleD/LandGrp/BookValueAmt036150
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036150
IRS990ScheduleD/NetUnrealizedGainsInvstAmt072629
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0126329
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1711197
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1GREATER MILW FOUNDATION ENDOWMENT FUND
IRS990ScheduleD/OtherExpensesIncludedAmt015941
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt092427
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0205825
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0298252
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-15941
IRS990ScheduleD/RevenueNotReportedAmt072629
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-13777
IRS990ScheduleD/RevenueSubtotalAmt02211705
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES REPORTED IN REVENUE -15,941.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES REPORTED IN REVENUE 15,941.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0392262
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0837526
IRS990ScheduleD/TotalExpensesPerForm990Amt02128040
IRS990ScheduleD/TotalRevenuePerForm990Amt02197928
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02284334
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02141817
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011700

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Filings

Displayed year

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

Open filing
Assets
$2,290,404
Liabilities
$112,368
Net assets
$2,178,036
Revenue
$2,197,928
Expenses
$2,128,040
Net income
$69,888
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
2017Detailed filing. Detailed filing data is available for this year.$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