Civic Intelligence

Portal Inc.

990 • Fiscal year 2018 • EIN 39-1024001

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

69th percentile

$102,405

Higher top officer pay than 69% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

1.0%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

1.7%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,313,322

Up $22,918 (+1.0%) from 2017

Net Assets

Up

$2,203,926

Up $25,890 (+1.2%) from 2017

Liabilities

Down

$109,396

Down $2,972 (-2.6%) from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin49th percentile

Revenue

Up

$2,235,495

Up $37,567 (+1.7%) from 2017

Expenses

Up

$2,175,603

Up $47,563 (+2.2%) from 2017

Net Income

Down

$59,892

Down $9,996 (-14%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$2,313,322
Liabilities$109,396
Net Assets$2,203,926
Open 2018 Filing

Operations Trend

Revenue Growth44th 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

2018

Revenue$2,235,495
Expenses$2,175,603
Net Income$59,892
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Gross Receipts
$2,253,677
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 support and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$542,264$601,611▲ $59,347
Land, Buildings, and Equipment, Net$392,262$440,340▲ $48,078
Cash and Non-Interest-Bearing Accounts$303,007$231,679▼ $71,328
Accounts Receivable$174,102$170,379▼ $3,723
Prepaid Expenses and Deferred Charges$34,712$41,410▲ $6,698
Pledges and Grants Receivable$6,531$6,095▼ $436
Total Assets$2,290,404$2,313,322▲ $22,918
Other Assets Total$837,526$821,808▼ $15,718
Liabilities
Accounts Payable and Accrued Expenses$112,368$109,396▼ $2,972
Total Liabilities$112,368$109,396▼ $2,972
Net Assets / Fund Balance
Unrestricted Net Assets$1,422,850$1,475,245▲ $52,395
Temporarily Rstr Net Assets$435,106$408,501▼ $26,605
Permanently Rstr Net Assets$320,080$320,180▲ $100
Total Net Assets Fund Balance$2,178,036$2,203,926▲ $25,890
Total Liabilities and Net Assets / Fund Balance$2,290,404$2,313,322▲ $22,918

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$243,422$1,422,914$1,666,336
Other Land Buildings$144,111$223,276$367,387
Equipment$16,657$254,849$271,506
Land$36,150-$36,150
Other Assets Org$695,914--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole StuebeExecutive DirectorFT$84,837$17,568$102,405

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
$247,571
Program Service Revenue
$1,942,412
Investment Income
$30,304
Other Revenue
$15,208
All Other Contributions
$177,947
Change in Net Assets
$59,892

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,244,248
Revenue Not Reported on Financial Statements
$-8,753
Revenue Not Reported on Form 990
$-21,502
Other Revenue Adjustments
$-18,182
Total Revenue per Audited Statements
$2,222,746
Total Revenue per Form 990
$2,235,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,685,300
Other Expenses$490,303
Total Fundraising Expense$33,634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,170,697$61,374$3,599$1,235,670
Other Employee Benefits$234,950$10,639$1,065$246,654
Occupancy$130,680$6,586-$137,266
Current Officers, Directors, Trustees, and Key Employees$51,204$46,083$5,121$102,408
Depreciation Depletion$83,515$4,865$230$88,610
Payroll Taxes$71,080$7,351$566$78,997
Office Expenses$18,416$8,837$2,304$29,557
Travel$25,070$1,674-$26,744
Insurance$22,494$2,943$191$25,628
Pension Plan Contributions$20,354$1,172$45$21,571
Fees for Services Accounting$14,264$3,155$289$17,708
Other Expenses$345$1,084$10,500$10,845
Information Technology$8,774$983$152$9,909
Advertising$387$194$9,170$9,751
Fees for Service Investment Mgmnt Fees-$9,429-$9,429
Fees for Services Other$5,796$983-$6,779
All Other Expenses$1,792$2,773$175$4,740
Fees for Services Legal-$3,856-$3,856
Interest-$245-$245
Total Functional Expenses$1,967,743$174,226$33,634$2,175,603

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,196,856
Total Expenses per Form 990$2,175,603
Expenses per Audited Statements$2,166,174
Expenses Not Reported on Form 990$30,682
Expenses Not Reported on Financial Statements$9,429
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,345
Fundraising Direct Expenses$18,182
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fish Day - Run/walk$41,795$27,345$16,152$11,193
Total Events$41,795$27,345$18,182$9,163
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
2019-05-09
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
89
Volunteers
315

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 -18,182.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses reported in revenue 18,182.”

Raw XML AppendixShowing 400 of 526 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/FundraisingGrossIncomeAmt027345
IRS990/GainOrLossGrp/SecuritiesAmt020814
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020814
IRS990/GrossReceiptsAmt02253677
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0152
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0983
IRS990/InformationTechnologyGrp/ProgramServicesAmt08774
IRS990/InformationTechnologyGrp/TotalAmt09909
IRS990/InsuranceGrp/FundraisingAmt0191
IRS990/InsuranceGrp/ManagementAndGeneralAmt02943
IRS990/InsuranceGrp/ProgramServicesAmt022494
IRS990/InsuranceGrp/TotalAmt025628
IRS990/InterestGrp/ManagementAndGeneralAmt0245
IRS990/InterestGrp/TotalAmt0245
IRS990/InvestmentIncomeGrp/ExclusionAmt09490
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09490
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01901039
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0392262
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0440340
IRS990/LandBldgEquipCostOrOtherBssAmt02341379
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 SUPPORT AND SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02178036
IRS990/NetAssetsOrFundBalancesEOYAmt02203926
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020814
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020814
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt09163
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt09163
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-34002
IRS990/NoncashContributionsAmt012119
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06586
IRS990/OccupancyGrp/ProgramServicesAmt0130680
IRS990/OccupancyGrp/TotalAmt0137266
IRS990/OfficeExpensesGrp/FundraisingAmt02304
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08837
IRS990/OfficeExpensesGrp/ProgramServicesAmt018416
IRS990/OfficeExpensesGrp/TotalAmt029557
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0837526
IRS990/OtherAssetsTotalGrp/EOYAmt0821808
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01065
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010639
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0234950
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0246654
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2EMPLOYEE WELLNESS AND D
IRS990/OtherExpensesGrp/Desc3OPERATING AND DEVELOPME
IRS990/OtherExpensesGrp/FundraisingAmt0227
IRS990/OtherExpensesGrp/FundraisingAmt110500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01084
IRS990/OtherExpensesGrp/ProgramServicesAmt057978
IRS990/OtherExpensesGrp/ProgramServicesAmt137721
IRS990/OtherExpensesGrp/ProgramServicesAmt212226
IRS990/OtherExpensesGrp/ProgramServicesAmt3345
IRS990/OtherExpensesGrp/TotalAmt057978
IRS990/OtherExpensesGrp/TotalAmt137721
IRS990/OtherExpensesGrp/TotalAmt213537
IRS990/OtherExpensesGrp/TotalAmt310845
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06045
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06045
IRS990/OtherRevenueTotalAmt06045
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03599
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061374
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01170697
IRS990/OtherSalariesAndWagesGrp/TotalAmt01235670
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0566
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07351
IRS990/PayrollTaxesGrp/ProgramServicesAmt071080
IRS990/PayrollTaxesGrp/TotalAmt078997
IRS990/PensionPlanContributionsGrp/FundraisingAmt045
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01172
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020354
IRS990/PensionPlanContributionsGrp/TotalAmt021571
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0320080
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0320180
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06531
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06095
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034712
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041410
IRS990/PrincipalOfficerNm0CAROLE STUEBE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624310
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01942412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01942412
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0312583
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04927
IRS990/PYInvestmentIncomeAmt026080
IRS990/PYOtherExpensesAmt0444494
IRS990/PYOtherRevenueAmt013255
IRS990/PYProgramServiceRevenueAmt01846010
IRS990/PYRevenuesLessExpensesAmt069888
IRS990/PYSalariesCompEmpBnftPaidAmt01678619
IRS990/PYTotalExpensesAmt02128040
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02197928
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt059892
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01948457
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0542264
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0601611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0252071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0312583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0258316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0232172
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0226517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01281659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09490
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05268
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt036401
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09969704
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06045
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03093
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt09046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt030554
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt018933
IRS990ScheduleA/OtherIncome170Grp/TotalAmt067671
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81850
IRS990ScheduleA/PublicSupportPY170Pct00.80180
IRS990ScheduleA/PublicSupportTotal170Amt01134183
IRS990ScheduleA/SubstantialContributorsTotAmt0147476
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0252071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0312583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0258316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0232172
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0226517
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01281659
IRS990ScheduleA/TotalSupportAmt01385731
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0243422
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01422914
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01666336
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt012500
IRS990ScheduleD/DonatedServicesUseFcltsAmt012500
IRS990ScheduleD/EquipmentGrp/BookValueAmt016657
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0254849
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0271506
IRS990ScheduleD/ExpensesNotReportedAmt030682
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09429
IRS990ScheduleD/ExpensesSubtotalAmt02166174
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09429
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09429
IRS990ScheduleD/LandGrp/BookValueAmt036150
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036150
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-34002
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0125894
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1695914
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1GREATER MILW FOUNDATION ENDOWMENT FUND
IRS990ScheduleD/OtherExpensesIncludedAmt018182
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0144111
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0223276
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0367387
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-18182
IRS990ScheduleD/RevenueNotReportedAmt0-21502
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-8753
IRS990ScheduleD/RevenueSubtotalAmt02244248
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES REPORTED IN REVENUE -18,182.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES REPORTED IN REVENUE 18,182.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0440340
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0821808
IRS990ScheduleD/TotalExpensesPerForm990Amt02175603
IRS990ScheduleD/TotalRevenuePerForm990Amt02235495
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02222746
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02196856
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0200

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,313,322
Liabilities
$109,396
Net assets
$2,203,926
Revenue
$2,235,495
Expenses
$2,175,603
Net income
$59,892
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
2018Detailed filing. Detailed filing data is available for this year.$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