Civic Intelligence

Newbridge Madison Inc.

990 • Fiscal year 2019 • EIN 39-1211331

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

Organization ProfileNEWBRIDGEMADISON.ORG

View Organization Page

1625 Northport Drive No 125Madison, WI 53704

(608) 512-0000

Siviq Scores

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

Liabilities / Assets

71st percentile

0.28x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.14x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

21st percentile

-9.3%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$65,524

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

51%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$956,942

Down $145,729 (-13%) from 2018

Net Assets

Down

$687,666

Down $124,431 (-15%) from 2018

Liabilities

Down

$269,276

Down $21,298 (-7.3%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

Up

$1,917,699

Up $646,944 (+51%) from 2018

Expenses

Up

$2,095,995

Up $1,600,566 (+323%) from 2018

Net Income

Down

-$178,296

Down $953,622 (-123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $293,596Liabilities 2010: $262,944Net Assets 2010: $30,6522010Assets 2011: $295,032Liabilities 2011: $249,474Net Assets 2011: $45,5582011Assets 2012: $273,896Liabilities 2012: $246,848Net Assets 2012: $27,0482012Assets 2013: $283,251Liabilities 2013: $232,857Net Assets 2013: $50,3942013Assets 2014: $265,134Liabilities 2014: $228,332Net Assets 2014: $36,8022014Assets 2015: $251,718Liabilities 2015: $235,547Net Assets 2015: $16,1712015Assets 2016: $255,693Liabilities 2016: $222,205Net Assets 2016: $33,4882016Assets 2017: $243,318Liabilities 2017: $206,547Net Assets 2017: $36,7712017Assets 2018: $1,102,671Liabilities 2018: $290,574Net Assets 2018: $812,0972018Assets 2019: $956,942Liabilities 2019: $269,276Net Assets 2019: $687,6662019Assets 2020: $972,062Liabilities 2020: $279,440Net Assets 2020: $692,6222020Assets 2021: $987,097Liabilities 2021: $271,299Net Assets 2021: $715,7982021Assets 2022: $1,324,957Liabilities 2022: $374,616Net Assets 2022: $950,3412022Assets 2023: $1,468,152Liabilities 2023: $440,146Net Assets 2023: $1,028,0062023Assets 2024: $1,268,431Liabilities 2024: $429,103Net Assets 2024: $839,3282024

Highlighted filing

2019

Assets$956,942
Liabilities$269,276
Net Assets$687,666
Open 2019 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $452,071Expenses 2010: $474,114Net Income 2010: -$22,0432010Revenue 2011: $463,926Expenses 2011: $449,020Net Income 2011: $14,9062011Revenue 2012: $437,249Expenses 2012: $455,759Net Income 2012: -$18,5102012Revenue 2013: $476,886Expenses 2013: $429,900Net Income 2013: $46,9862013Revenue 2014: $457,828Expenses 2014: $471,420Net Income 2014: -$13,5922014Revenue 2015: $429,683Expenses 2015: $450,314Net Income 2015: -$20,6312015Revenue 2016: $483,282Expenses 2016: $465,965Net Income 2016: $17,3172016Revenue 2017: $467,628Expenses 2017: $466,375Net Income 2017: $1,2532017Revenue 2018: $1,270,755Expenses 2018: $495,429Net Income 2018: $775,3262018Revenue 2019: $1,917,699Expenses 2019: $2,095,995Net Income 2019: -$178,2962019Revenue 2020: $2,131,210Expenses 2020: $2,128,400Net Income 2020: $2,8102020Revenue 2021: $2,212,109Expenses 2021: $2,194,090Net Income 2021: $18,0192021Revenue 2022: $2,699,268Expenses 2022: $2,461,444Net Income 2022: $237,8242022Revenue 2023: $2,624,962Expenses 2023: $2,552,572Net Income 2023: $72,3902023Revenue 2024: $2,592,906Expenses 2024: $2,787,540Net Income 2024: -$194,6342024

Highlighted filing

2019

Revenue$1,917,699
Expenses$2,095,995
Net Income-$178,296
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$1,936,069
Mission and Program Overview

Mission

Provide services for the elderly for home maintenance, provide case management for available services to the elderly, homebound and frail, provide support meal sites for the elderly, and provide day care for seniors.

Provide services for the elderly, case management for seniors and disabled, and respite for care givers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$111,854$395,160▲ $283,306
Land, Buildings, and Equipment, Net$214,666$193,628▼ $21,038
Cash and Non-Interest-Bearing Accounts$643,641$130,205▼ $513,436
Accounts Receivable$81,478$96,519▲ $15,041
Investments in Publicly Traded Securities-$51,261-
Pledges and Grants Receivable$1,437$35,242▲ $33,805
Prepaid Expenses and Deferred Charges$26,557$24,080▼ $2,477
Total Assets$1,102,671$956,942▼ $145,729
Other Assets Total$23,038$30,847▲ $7,809
Liabilities
Accounts Payable and Accrued Expenses$129,310$148,071▲ $18,761
Mortgage Notes Payable Secured by Investment Property$161,264$118,930▼ $42,334
Deferred Revenue-$2,275-
Total Liabilities$290,574$269,276▼ $21,298
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$805,757$662,609▼ $143,148
Net Assets With Donor Restrictions$6,340$25,057▲ $18,717
Total Net Assets Fund Balance$812,097$687,666▼ $124,431
Total Liabilities and Net Assets / Fund Balance$1,102,671$956,942▼ $145,729

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$138,209$191,657$329,866
Equipment$9,719$132,396$142,115
Land$45,700-$45,700

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$23,038$70▲ $3,388-$26,496
2018$23,413$110▼ $485-$23,038
2017$19,858$130▲ $3,425-$23,413
2016$17,197$1,709▲ $952-$19,858
2015$16,947$570▼ $320-$17,197
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia HendricksonExecutive Director (thru October)FT$57,563$7,961$65,524
James KruegerExecutive Director (beginning November)FT$57,659$5,934$63,593

Board Members and Trustees

NameTitle
Sarah ValenciaPresident (beginning November)
Barbara ZabawaPresident (thru October)
Cedric JohnsonVice President
Amy DevineDirector
Erin FabriziusDirector
Laura SteinDirector
Tim ConroySecretary
Tim RyanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,865,531
Program Service Revenue
$20,747
Investment Income
$1,227
Other Revenue
$30,194
All Other Contributions
$150,856
Change in Net Assets
$-178,296

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,936,069
Revenue Not Reported on Financial Statements
$-18,370
Revenue Not Reported on Form 990
$3,866
Other Revenue Adjustments
$-18,370
Total Revenue per Audited Statements
$1,939,935
Total Revenue per Form 990
$1,917,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,480,227
Other Expenses$615,768
Total Fundraising Expense$20,586
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$910,407$201,120$11,683$1,123,210
Fees for Services Other$146,195$27,374$1,351$174,920
Occupancy$110,425$42,963$2,496$155,884
Current Officers, Directors, Trustees, and Key Employees$104,655$23,119$1,343$129,117
Office Expenses$95,864$15,806$566$112,236
Payroll Taxes$77,373$17,093$993$95,459
Other Employee Benefits$70,851$15,652$909$87,412
Travel$64,313$3,033$176$67,522
Pension Plan Contributions$36,498$8,063$468$45,029
Fees for Services Accounting-$33,745-$33,745
Insurance$24,956$5,920$345$31,221
Depreciation Depletion$18,353$2,535$149$21,037
Interest$4,652$1,810$107$6,569
Advertising-$5,382-$5,382
Conferences and Meetings$1,789$1,591-$3,380
All Other Expenses-$2,572-$2,572
Other Expenses$641$659-$1,300
Total Functional Expenses$1,666,972$408,437$20,586$2,095,995

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,114,365
Expenses per Audited Statements$2,095,995
Total Expenses per Form 990$2,095,995
Expenses Not Reported on Form 990$18,370
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$22,289
Fundraising Direct Expenses$12,116
Fundraising Gross Income$6,344
Gaming Direct Expenses$6,254
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Concert$11,094$3,330$3,162$168
Total Events$11,094$3,330$7,150$-3,820
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Bylaws were amended after the organization merged with other organizations in 2018. The number of board members increased from 11 to 13. The corporation may now have up to four advisory councils that represent the geographic areas of the services areas of the merged organizations, as follows: east madison/monona, north/eastside, south madison, and west madison.”

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

“The 990 return is reviewed by the executive director and board president prior to filing with the irs.”

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

“The conflict of interest policy is reviewed at least annually by the directors. All directors and officers are required to complete and sign a conflict of interest statement annually. A director or officer with a conflict of interest is prohibited from participating in deliberations and decisions regarding the transaction.”

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

“The executive director's salary is reviewed and approved by the board of directors each year.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Newbridge Madison Inc
EIN
39-1211331
Phone
6085120000
Address
1625 NORTHPORT DRIVE NO 125, MADISON, WI 53704

Signing Officer

Name
Sarah Valencia
Title
President
Phone
6085120000
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Krueger
Formed
1980
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
54
Volunteers
400

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Mike Hablewitz CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in assets held by madison community foundatio 3,388.”

Financial Statement Notes

PART V, LINE 4:

“Income from the endowment funds is used to support the organization's general activities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in assets held by madison community foundation 3,388.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct expenses reported on form 990, part viii, line 8b -18,370.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses reported on form 990, part viii, line 8b 18,370.”

Raw XML AppendixShowing 400 of 579 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0129310
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0148071
IRS990/AccountsReceivableGrp/BOYAmt081478
IRS990/AccountsReceivableGrp/EOYAmt096519
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SERVICES FOR THE ELDERLY, CASE MANAGEMENT FOR SENIORS AND DISABLED, AND RESPITE FOR CARE GIVERS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05382
IRS990/AdvertisingGrp/TotalAmt05382
IRS990/AllOtherContributionsAmt0150856
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02572
IRS990/AllOtherExpensesGrp/TotalAmt02572
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0CHRIS ROCHE
IRS990/BooksInCareOfDetail/PhoneNum06084161010
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01625 NORTHPORT DRIVE NO 125
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053704
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0643641
IRS990/CashNonInterestBearingGrp/EOYAmt0130205
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01343
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023119
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0104655
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0129117
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01591
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01789
IRS990/ConferencesMeetingsGrp/TotalAmt03380
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt09814
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01865531
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01227
IRS990/CYOtherExpensesAmt0615768
IRS990/CYOtherRevenueAmt030194
IRS990/CYProgramServiceRevenueAmt020747
IRS990/CYRevenuesLessExpensesAmt0-178296
IRS990/CYSalariesCompEmpBnftPaidAmt01480227
IRS990/CYTotalExpensesAmt02095995
IRS990/CYTotalFundraisingExpenseAmt020586
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01917699
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt02275
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0149
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02535
IRS990/DepreciationDepletionGrp/ProgramServicesAmt018353
IRS990/DepreciationDepletionGrp/TotalAmt021037
IRS990/Desc0CASE MANAGEMENT- PROVIDE SENIOR ADULTS THE SUPPORT, RESOURCES, AND COMMUNITY SERVICES THEY NEED TO SAFELY REMAIN IN THEIR OWN HOMES. CASE MANAGERS CONDUCT HOME VISITS TO ASSESS THE INDIVIDUAL NEEDS OF EACH SENIOR ADULT AND THEN PROVIDE INFORMATION, REFERRALS, AND ADVOCACY ACCORDING TO THOSE NEEDS. SOME INDIVIDUALS ARE LOOKING FOR SHORT-TERM INFORMATION WHILE OTHERS BENEFIT FROM ONGOING SUPPORT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt06340
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt025057
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt054
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0863035
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt0110540
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt033745
IRS990/FeesForServicesAccountingGrp/TotalAmt033745
IRS990/FeesForServicesOtherGrp/FundraisingAmt01351
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt027374
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0146195
IRS990/FeesForServicesOtherGrp/TotalAmt0174920
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt85934
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt97961
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH VALENCIA
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA ZABAWA
IRS990/Form990PartVIISectionAGrp/PersonNm2CEDRIC JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3TIM RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM CONROY
IRS990/Form990PartVIISectionAGrp/PersonNm5ERIN FABRIZIUS
IRS990/Form990PartVIISectionAGrp/PersonNm6LAURA STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm7AMY DEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES KRUEGER
IRS990/Form990PartVIISectionAGrp/PersonNm9MARCIA HENDRICKSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt857659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt957563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT (BEGINNING NOVEMBER)
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT (THRU OCTOBER)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR (BEGINNING NOVEMBER)
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR (THRU OCTOBER)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt09814
IRS990/FundraisingDirectExpensesAmt012116
IRS990/FundraisingGrossIncomeAmt06344
IRS990/GamingActivitiesInd01
IRS990/GamingDirectExpensesAmt06254
IRS990/GamingGrossIncomeAmt022289
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01594321
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01936069
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0345
IRS990/InsuranceGrp/ManagementAndGeneralAmt05920
IRS990/InsuranceGrp/ProgramServicesAmt024956
IRS990/InsuranceGrp/TotalAmt031221
IRS990/InterestGrp/FundraisingAmt0107
IRS990/InterestGrp/ManagementAndGeneralAmt01810
IRS990/InterestGrp/ProgramServicesAmt04652
IRS990/InterestGrp/TotalAmt06569
IRS990/InvestmentIncomeGrp/ExclusionAmt01227
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01227
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt051261
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0324053
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0214666
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0193628
IRS990/LandBldgEquipCostOrOtherBssAmt0517681
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt019931
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt019931
IRS990/MissionDesc0PROVIDE SERVICES FOR THE ELDERLY FOR HOME MAINTENANCE, PROVIDE CASE MANAGEMENT FOR AVAILABLE SERVICES TO THE ELDERLY, HOMEBOUND AND FRAIL, PROVIDE SUPPORT MEAL SITES FOR THE ELDERLY, AND PROVIDE DAY CARE FOR SENIORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0161264
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0118930
IRS990/NetAssetsOrFundBalancesBOYAmt0812097
IRS990/NetAssetsOrFundBalancesEOYAmt0687666
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5772
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5772
IRS990/NetIncomeFromGamingGrp/ExclusionAmt016035
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt016035
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0478
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0805757
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0662609
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02496
IRS990/OccupancyGrp/ManagementAndGeneralAmt042963
IRS990/OccupancyGrp/ProgramServicesAmt0110425
IRS990/OccupancyGrp/TotalAmt0155884
IRS990/OfficeExpensesGrp/FundraisingAmt0566
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015806
IRS990/OfficeExpensesGrp/ProgramServicesAmt095864
IRS990/OfficeExpensesGrp/TotalAmt0112236
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023038
IRS990/OtherAssetsTotalGrp/EOYAmt030847
IRS990/OtherChangesInNetAssetsAmt03388
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0909
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015652
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt070851
IRS990/OtherEmployeeBenefitsGrp/TotalAmt087412
IRS990/OtherExpensesGrp/Desc0MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0659
IRS990/OtherExpensesGrp/ProgramServicesAmt0641
IRS990/OtherExpensesGrp/TotalAmt01300
IRS990/OtherRevenueTotalAmt019931
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011683
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0201120
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0910407
IRS990/OtherSalariesAndWagesGrp/TotalAmt01123210
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0993
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017093
IRS990/PayrollTaxesGrp/ProgramServicesAmt077373
IRS990/PayrollTaxesGrp/TotalAmt095459
IRS990/PensionPlanContributionsGrp/FundraisingAmt0468
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08063
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt036498
IRS990/PensionPlanContributionsGrp/TotalAmt045029
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01437
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt035242
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026557
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024080
IRS990/PrincipalOfficerNm0JAMES KRUEGER
IRS990/PriorPeriodAdjustmentsAmt049999
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0062399
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011148
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19599
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011148
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19599
IRS990/ProgSrvcAccomActy2Grp/Desc0NUTRITION AND DIETICIAN- PROVIDES NUTRITIOUS LUNCHEONS FOR SENIOR ADULTS AT LOCATIONS ON THE EAST SIDE OF MADISON AND IN MONONA. IN ADDITION TO A DELICIOUS FULL MEAL, SOCIALIZATION, ENTERTAINMENT, AND EDUCATIONAL PROGRAMS ARE PROVIDED PRIOR TO THE MEAL. GUESTS 60 YEARS OF AGE OR OLDER ARE ASKED TO PROVIDE AN ANONYMOUS DONATION. GUESTS UNDER 60 YEARS OF AGE ARE ASKED TO PAY THE FULL COST OF THE MEAL. THE FUNDING ALSO PAYS FOR A LICENSED DIETICIAN TO ASSIST IN THE DEVELOPMENT OF THE LUNCHES OFFERED AS WELL AS WORKING WITH INDIVIDUAL SENIORS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0246003
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0HOME CHORE- PROVIDES ASSISTANCE TO FRAIL, LIMITED INCOME SENIOR ADULTS WITH BASIC HOME CHORES TO HELP THEM REMAIN INDEPENDENT AND IN THEIR OWN HOMES. THE PROGRAM HAS GROWN TO INCLUDE NOT ONLY INDIVIDUAL VOLUNTEERS BUT ALSO GROUPS INTERESTED IN DOING A VOLUNTEER PROJECT FOR AND WITH SENIOR ADULTS. VOLUNTEERS ARE MATCHED WITH A SENIOR ADULT TO PROVIDE HOUSEHOLD ASSISTANCE AND FRIENDLY VISITATION TO HOMEBOUND SENIORS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0160954
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0396980
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt09599
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01188103
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027
IRS990/PYOtherExpensesAmt0133302
IRS990/PYOtherRevenueAmt01689
IRS990/PYProgramServiceRevenueAmt080936
IRS990/PYRevenuesLessExpensesAmt0775326
IRS990/PYSalariesCompEmpBnftPaidAmt0362127
IRS990/PYTotalExpensesAmt0495429
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01270755
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-178296
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011148
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111854
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0395160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01865531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01188103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0357813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0418886
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0393676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04224009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01313
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0191654
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99090
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04224009
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01865531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01188103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0357813
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0418886
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0393676
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04224009
IRS990ScheduleA/TotalSupportAmt04262977
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt035966
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt01689
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt037655
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0138209
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0191657
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0329866
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt023038
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt070
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026496
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03388
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023413
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0110
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt023038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-485
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt019858
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt023413
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03425
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt017197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01709
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt019858
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0952
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt016947
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt017197
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-320
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt09719
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0132396
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0142115
IRS990ScheduleD/ExpensesNotReportedAmt018370
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$956,942
Liabilities
$269,276
Net assets
$687,666
Revenue
$1,917,699
Expenses
$2,095,995
Net income
-$178,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.43$0.84$2.59$2.79$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.44$1.03$2.62$2.55$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.37$0.95$2.70$2.46$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.27$0.72$2.21$2.19$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.28$0.69$2.13$2.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.27$0.69$1.92$2.10$0.18
2018Summary only. Only limited summary data is available for this year.$1.10$0.29$0.81$1.27$0.50$0.78
2017Summary only. Only limited summary data is available for this year.$0.24$0.21$0.04$0.47$0.47$0.00
2016Summary only. Only limited summary data is available for this year.$0.26$0.22$0.03$0.48$0.47$0.02
2015Summary only. Only limited summary data is available for this year.$0.25$0.24$0.02$0.43$0.45$0.02
2014Summary only. Only limited summary data is available for this year.$0.27$0.23$0.04$0.46$0.47$0.01
2013Summary only. Only limited summary data is available for this year.$0.28$0.23$0.05$0.48$0.43$0.05
2012Summary only. Only limited summary data is available for this year.$0.27$0.25$0.03$0.44$0.46$0.02
2011Summary only. Only limited summary data is available for this year.$0.30$0.25$0.05$0.46$0.45$0.01
2010Summary only. Only limited summary data is available for this year.$0.29$0.26$0.03$0.45$0.47$0.02