Civic Intelligence

National Centers for Learning Excellence Inc.

990 • Fiscal year 2018 • EIN 39-1031440

Aug 01, 2017 to Jul 31, 2018 • Filed on Apr 30, 2019

Organization ProfileWWW.WAUKESHAHEADSTART.ORG

View Organization Page

N4w22000 Bluemound RoadWaukesha, WI 53186

(262) 548-8080

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.53x

Higher debt load relative to assets than 82% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.05x

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

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

Net Margin

40th percentile

0.0%

Higher net margin than 40% of similar nonprofits.

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

Top Officer Pay

60th percentile

$83,675

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

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

Asset Growth

20th percentile

-6.6%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

36th percentile

-1.0%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$404,196

Down $28,426 (-6.6%) from 2017

Net Assets

Up

$191,400

Up $959 (+0.5%) from 2017

Liabilities

Down

$212,796

Down $29,385 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin40th percentile

Revenue

Down

$4,195,110

Down $42,573 (-1.0%) from 2017

Expenses

Up

$4,194,151

Up $111,504 (+2.7%) from 2017

Net Income

Down

$959

Down $154,077 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$10M$5.0M$0Assets 2010: $111,666Liabilities 2010: $111,666Net Assets 2010: $02010Assets 2011: $51,665Liabilities 2011: $44,824Net Assets 2011: $6,8412011Assets 2012: $30,903Liabilities 2012: $30,903Net Assets 2012: $02012Assets 2013: $220,007Liabilities 2013: $40,409Net Assets 2013: $179,5982013Assets 2014: $260,105Liabilities 2014: $170,966Net Assets 2014: $89,1392014Assets 2015: $195,262Liabilities 2015: $173,074Net Assets 2015: $22,1882015Assets 2016: $297,298Liabilities 2016: $261,892Net Assets 2016: $35,4062016Assets 2017: $432,622Liabilities 2017: $242,181Net Assets 2017: $190,4412017Assets 2018: $404,196Liabilities 2018: $212,796Net Assets 2018: $191,4002018Assets 2019: $501,504Liabilities 2019: $319,821Net Assets 2019: $181,6832019Assets 2020: $564,078Liabilities 2020: $278,507Net Assets 2020: $285,5712020Assets 2021: $798,170Liabilities 2021: $246,552Net Assets 2021: $551,6182021Assets 2022: $1,153,813Liabilities 2022: $234,675Net Assets 2022: $919,1382022Assets 2023: $8,464,488Liabilities 2023: $7,365,842Net Assets 2023: $1,098,6462023Assets 2024: $8,271,446Liabilities 2024: $7,478,260Net Assets 2024: $793,1862024

Highlighted filing

2018

Assets$404,196
Liabilities$212,796
Net Assets$191,400
Open 2018 Filing

Operations Trend

Revenue Growth36th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,455,3162010Revenue 2011: $3,866,790Expenses 2011: $3,859,949Net Income 2011: $6,8412011Expenses 2012: $3,522,6572012Revenue 2013: $3,864,447Expenses 2013: $3,940,242Net Income 2013: -$75,7952013Revenue 2014: $3,596,016Expenses 2014: $3,686,475Net Income 2014: -$90,4592014Revenue 2015: $3,861,381Expenses 2015: $3,928,332Net Income 2015: -$66,9512015Revenue 2016: $3,921,896Expenses 2016: $3,908,678Net Income 2016: $13,2182016Revenue 2017: $4,237,683Expenses 2017: $4,082,647Net Income 2017: $155,0362017Revenue 2018: $4,195,110Expenses 2018: $4,194,151Net Income 2018: $9592018Revenue 2019: $4,544,561Expenses 2019: $4,366,309Net Income 2019: $178,2522019Revenue 2020: $4,520,843Expenses 2020: $4,416,955Net Income 2020: $103,8882020Revenue 2021: $4,683,464Expenses 2021: $4,417,417Net Income 2021: $266,0472021Revenue 2022: $5,343,405Expenses 2022: $4,975,885Net Income 2022: $367,5202022Revenue 2023: $6,144,958Expenses 2023: $5,965,450Net Income 2023: $179,5082023Revenue 2024: $5,588,324Expenses 2024: $5,893,784Net Income 2024: -$305,4602024

Highlighted filing

2018

Revenue$4,195,110
Expenses$4,194,151
Net Income$959
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Apr 30, 2019
Return Version
2017v2.3
Gross Receipts
$4,195,110
Mission and Program Overview

Mission

To provide educational and social services to low-income preschool-aged children and their families.

Provide educational and social services to low-income preschool-aged children and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$267,176$215,323▼ $51,853
Prepaid Expenses and Deferred Charges$137,707$129,596▼ $8,111
Cash and Non-Interest-Bearing Accounts$70$30,034▲ $29,964
Pledges and Grants Receivable$10,062$15,641▲ $5,579
Accounts Receivable$17,607$13,602▼ $4,005
Total Assets$432,622$404,196▼ $28,426
Liabilities
Deferred Revenue$79,123$83,391▲ $4,268
Accounts Payable and Accrued Expenses$86,323$74,285▼ $12,038
Mortgage Notes Payable Secured by Investment Property$76,735$55,120▼ $21,615
Total Liabilities$242,181$212,796▼ $29,385
Net Assets / Fund Balance
Unrestricted Net Assets$190,441$191,400▲ $959
Total Net Assets Fund Balance$190,441$191,400▲ $959
Total Liabilities and Net Assets / Fund Balance$432,622$404,196▼ $28,426

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$215,323$684,299$899,622
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy NolanExecutive DirectorFT$78,366$5,309$83,675
Brenda LighthizerChief Financial OfficerFT$57,334-$57,334

Board Members and Trustees

NameTitle
Winifred HammermeisterPresident
Scott LeubnerVice President
Christopher WahlDirector
Helen GrantDirector
Jimmie FrazierDirector
Kristen FinnelDirector
Norma LopezDirector
Susan GrzeskowiakSecretary
Dennis PelzekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,940,939
Program Service Revenue
$254,171
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$959

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,195,110
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$217,352
Total Revenue per Audited Statements
$4,412,462
Total Revenue per Form 990
$4,195,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,451,485
Other Expenses$1,742,666
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,801,008$38,491-$1,839,499
Occupancy$637,264$57,764-$695,028
Other Employee Benefits$228,085$26,312-$254,397
Office Expenses$179,206$51,920-$231,126
Payroll Taxes$190,262$25,578-$215,840
Travel$136,634$16,666-$153,300
Current Officers, Directors, Trustees, and Key Employees-$141,749-$141,749
Depreciation Depletion$59,534--$59,534
Information Technology$46,385$4,204-$50,589
All Other Expenses$32,973$2,987-$35,960
Insurance$18,013$1,633-$19,646
Fees for Services Accounting-$13,125-$13,125
Other Expenses$11,993$1,087-$13,080
Advertising$8,758$794-$9,552
Fees for Services Other$4,463--$4,463
Fees for Services Legal-$3,938-$3,938
Total Functional Expenses$3,789,723$404,428$0$4,194,151

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,411,503
Expenses per Audited Statements$4,194,151
Total Expenses per Form 990$4,194,151
Expenses Not Reported on Form 990$217,352
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The full board of directors reviewed the form 990 prior to it being filed. They did this at their regularly scheduled meeting.”

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

“Any potential or real conflict of interest must be presented to the board in a formal meeting.in a situation where a conflict of interest or the potential for such a conflict exists, the employee or board member must indicate in writing to the executive director the conflict of interest. The executive director will attempt to avoid a conflict of interest in any identified situation.”

Form 990, Part VI, Section B, Line 15

“A wage comparability study is performed to determine compensation levels for all positions including the executive director/ceo and all senior positions. Compensation is determined by the executive committee of the board. This is recorded and held by the board secretary. The overall board of directors votes to approve the actions of the executive committee and this is a part of the board minutes which are retained in our offices and are reviewed by every federal monitoring team that comes to review the organization.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
National Centers for Learning Excellence
EIN
39-1031440
Phone
2625488080
Address
N4W22000 BLUEMOUND ROAD, WAUKESHA, WI 53186

Signing Officer

Name
Timothy Nolan
Title
Executive Director
Phone
2625488080
Signed
2019-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Nolan
Formed
1966
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
107
Volunteers
220

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 23819, GREEN BAY, WI 54305-3819
Preparer
David L Maccoux
Phone
9204367800
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“National centers for learning excellence, inc. Is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the corporation's tax-exempt purpose is subject to taxation on unrelated business income. In addition, the corporation qualifies for the charitable contribution deduction under section 170(b)(1)(a)(ii) and has been classified as a corporation that is not a private foundation under section 509(a)(1). The corporation is also exempt from wisconsin income taxes. Penalties and interest assessed by income taxing authorities are included in management and general expenses, if applicable. The corporation had no interest and penalties related to income taxes for the year ended july 31, 2018. The corporation's federal returns are subject to examination generally for three years after they are filed and its state returns are subject to examination generally for four years after they are filed.”

Raw XML AppendixShowing 400 of 439 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/OfficeExpensesGrp/ManagementAndGeneralAmt051920
IRS990/OfficeExpensesGrp/ProgramServicesAmt0179206
IRS990/OfficeExpensesGrp/TotalAmt0231126
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026312
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0228085
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0254397
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3FAMILY ACTIVITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010819
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17361
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21087
IRS990/OtherExpensesGrp/ProgramServicesAmt0234580
IRS990/OtherExpensesGrp/ProgramServicesAmt1119360
IRS990/OtherExpensesGrp/ProgramServicesAmt281205
IRS990/OtherExpensesGrp/ProgramServicesAmt311993
IRS990/OtherExpensesGrp/TotalAmt0234580
IRS990/OtherExpensesGrp/TotalAmt1130179
IRS990/OtherExpensesGrp/TotalAmt288566
IRS990/OtherExpensesGrp/TotalAmt313080
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038491
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01801008
IRS990/OtherSalariesAndWagesGrp/TotalAmt01839499
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025578
IRS990/PayrollTaxesGrp/ProgramServicesAmt0190262
IRS990/PayrollTaxesGrp/TotalAmt0215840
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010062
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015641
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0137707
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0129596
IRS990/PrincipalOfficerNm0TIMOTHY NOLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/Desc0FOOD REIMBURSEMENT PRO
IRS990/ProgramServiceRevenueGrp/Desc14K PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0145121
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1109050
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0145121
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1109050
IRS990/ProgSrvcAccomActy2Grp/Desc0WE ALSO OPERATE A USDA-APPROVED FOOD PROGRAM, FEEDING ALL OF THE CHILDREN HIGH QUALITY BREAKFAST, LUNCH AND SNACKS. WE PROUDLY SERVE 40 DIFFERENT LUNCHES OVER A 40 DAY PLANNING CYCLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0310818
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0145121
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03965677
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01658929
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0272006
IRS990/PYRevenuesLessExpensesAmt0155036
IRS990/PYSalariesCompEmpBnftPaidAmt02423718
IRS990/PYTotalExpensesAmt04082647
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04237683
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0959
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0109050
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0217352
IRS990ScheduleD/DonatedServicesUseFcltsAmt0217352
IRS990ScheduleD/EquipmentGrp/BookValueAmt0215323
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0684299
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0899622
IRS990ScheduleD/ExpensesNotReportedAmt0217352
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04194151
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0217352
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04195110
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE CORPORATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(II) AND HAS BEEN CLASSIFIED AS A CORPORATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE CORPORATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE CORPORATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED JULY 31, 2018. THE CORPORATION'S FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0215323
IRS990ScheduleD/TotalExpensesPerForm990Amt04194151
IRS990ScheduleD/TotalRevenuePerForm990Amt04195110
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04412462
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04411503
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. OPERATES A FEDERAL AND STATE FUNDED HEAD START PROGRAM FOR DISADVANTAGED CHILDREN. THERE ARE PUBLIC SERVICE BROADCASTS AND NEWS RELEASES PRIOR TO REGISTRATION, WHICH NOTIFY THE PUBLIC THAT CLASSES ARE AVAILABLE TO PRESCHOOL CHILDREN FROM LOW-INCOME FAMILIES. THE APPLICATION/INTAKE FORMS STIPULATE THAT NATIONAL CENTERS FOR LEARNING EXCELLENCE SHALL NOT DISCRIMINATE BASED ON RACE, SEX, HANDICAP, COLOR, OR NATIONAL ORIGIN.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES GRANTS FROM FEDERAL AND STATE GOVERNMENT AGENCIES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FULL BOARD OF DIRECTORS REVIEWED THE FORM 990 PRIOR TO IT BEING FILED. THEY DID THIS AT THEIR REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POTENTIAL OR REAL CONFLICT OF INTEREST MUST BE PRESENTED TO THE BOARD IN A FORMAL MEETING.IN A SITUATION WHERE A CONFLICT OF INTEREST OR THE POTENTIAL FOR SUCH A CONFLICT EXISTS, THE EMPLOYEE OR BOARD MEMBER MUST INDICATE IN WRITING TO THE EXECUTIVE DIRECTOR THE CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR WILL ATTEMPT TO AVOID A CONFLICT OF INTEREST IN ANY IDENTIFIED SITUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A WAGE COMPARABILITY STUDY IS PERFORMED TO DETERMINE COMPENSATION LEVELS FOR ALL POSITIONS INCLUDING THE EXECUTIVE DIRECTOR/CEO AND ALL SENIOR POSITIONS. COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THIS IS RECORDED AND HELD BY THE BOARD SECRETARY. THE OVERALL BOARD OF DIRECTORS VOTES TO APPROVE THE ACTIONS OF THE EXECUTIVE COMMITTEE AND THIS IS A PART OF THE BOARD MINUTES WHICH ARE RETAINED IN OUR OFFICES AND ARE REVIEWED BY EVERY FEDERAL MONITORING TEAM THAT COMES TO REVIEW THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0432622
IRS990/TotalAssetsEOYAmt0404196
IRS990/TotalAssetsGrp/BOYAmt0432622
IRS990/TotalAssetsGrp/EOYAmt0404196
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03940939
IRS990/TotalEmployeeCnt0107
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0404428
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03789723
IRS990/TotalFunctionalExpensesGrp/TotalAmt04194151
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0242181
IRS990/TotalLiabilitiesEOYAmt0212796
IRS990/TotalLiabilitiesGrp/BOYAmt0242181
IRS990/TotalLiabilitiesGrp/EOYAmt0212796
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0190441
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0191400
IRS990/TotalOtherCompensationAmt05309
IRS990/TotalProgramServiceExpensesAmt03789723
IRS990/TotalProgramServiceRevenueAmt0254171
IRS990/TotalReportableCompFromOrgAmt0135700
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0254171
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04195110
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0220
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0432622
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0404196
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt016666
IRS990/TravelGrp/ProgramServicesAmt0136634
IRS990/TravelGrp/TotalAmt0153300
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0190441
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0191400
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0N4W22000 BLUEMOUND ROAD
IRS990/USAddress/CityNm0WAUKESHA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053186
IRS990/VotingMembersGoverningBodyCnt09

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$404,196
Liabilities
$212,796
Net assets
$191,400
Revenue
$4,195,110
Expenses
$4,194,151
Net income
$959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.27$7.48$0.79$5.59$5.89$0.31
2023Detailed filing. Detailed filing data is available for this year.$8.46$7.37$1.10$6.14$5.97$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.23$0.92$5.34$4.98$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.25$0.55$4.68$4.42$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.28$0.29$4.52$4.42$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.32$0.18$4.54$4.37$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.21$0.19$4.20$4.19$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.24$0.19$4.24$4.08$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.26$0.04$3.92$3.91$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.17$0.02$3.86$3.93$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.17$0.09$3.60$3.69$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.04$0.18$3.86$3.94$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.00$3.52
2011Summary only. Only limited summary data is available for this year.$0.05$0.04$0.01$3.87$3.86$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.00$3.46
Peer Organizations

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