Civic Intelligence

Elevate Inc.

990 • Fiscal year 2020 • EIN 39-1256286

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 28, 2021

Organization ProfileWWW.ELEVATEYOU.ORG

View Organization Page

N169 W21005 Meadow LaneJackson, WI 53209

(262) 677-2216

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.56x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.31x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

43rd percentile

2.1%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

85th percentile

44%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,773,990

Up $546,039 (+44%) from 2019

Net Assets

Up

$783,667

Up $114,058 (+17%) from 2019

Liabilities

Up

$990,323

Up $431,981 (+77%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin43rd percentile

Revenue

Up

$3,204,249

Up $577,924 (+22%) from 2019

Expenses

Up

$3,135,791

Up $503,786 (+19%) from 2019

Net Income

Up

$68,458

Up $74,138 (+1305%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $261,957Liabilities 2011: $51,594Net Assets 2011: $210,3632011Assets 2012: $266,532Liabilities 2012: $42,774Net Assets 2012: $223,7582012Assets 2013: $307,428Liabilities 2013: $39,077Net Assets 2013: $268,3512013Assets 2014: $864,125Liabilities 2014: $365,981Net Assets 2014: $498,1442014Assets 2015: $849,956Liabilities 2015: $379,210Net Assets 2015: $470,7462015Assets 2016: $843,801Liabilities 2016: $365,368Net Assets 2016: $478,4332016Assets 2017: $1,079,236Liabilities 2017: $446,578Net Assets 2017: $632,6582017Assets 2018: $1,164,042Liabilities 2018: $488,753Net Assets 2018: $675,2892018Assets 2019: $1,227,951Liabilities 2019: $558,342Net Assets 2019: $669,6092019Assets 2020: $1,773,990Liabilities 2020: $990,323Net Assets 2020: $783,6672020Assets 2021: $1,354,849Liabilities 2021: $685,338Net Assets 2021: $669,5112021Assets 2022: $1,812,393Liabilities 2022: $881,199Net Assets 2022: $931,1942022Assets 2023: $2,130,937Liabilities 2023: $972,939Net Assets 2023: $1,157,9982023Assets 2024: $2,578,261Liabilities 2024: $1,118,494Net Assets 2024: $1,459,7672024

Highlighted filing

2020

Assets$1,773,990
Liabilities$990,323
Net Assets$783,667
Open 2020 Filing

Operations Trend

Revenue Growth76th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $744,572Expenses 2011: $726,476Net Income 2011: $18,0962011Expenses 2012: $766,5122012Revenue 2013: $730,130Expenses 2013: $685,537Net Income 2013: $44,5932013Revenue 2014: $1,231,322Expenses 2014: $1,292,870Net Income 2014: -$61,5482014Revenue 2015: $1,363,578Expenses 2015: $1,390,976Net Income 2015: -$27,3982015Revenue 2016: $1,512,513Expenses 2016: $1,510,919Net Income 2016: $1,5942016Revenue 2017: $1,964,568Expenses 2017: $1,810,343Net Income 2017: $154,2252017Revenue 2018: $2,056,338Expenses 2018: $2,013,707Net Income 2018: $42,6312018Revenue 2019: $2,626,325Expenses 2019: $2,632,005Net Income 2019: -$5,6802019Revenue 2020: $3,204,249Expenses 2020: $3,135,791Net Income 2020: $68,4582020Revenue 2021: $3,200,443Expenses 2021: $3,314,599Net Income 2021: -$114,1562021Revenue 2022: $3,553,163Expenses 2022: $3,291,480Net Income 2022: $261,6832022Revenue 2023: $4,018,388Expenses 2023: $3,798,784Net Income 2023: $219,6042023Revenue 2024: $5,049,425Expenses 2024: $4,747,656Net Income 2024: $301,7692024

Highlighted filing

2020

Revenue$3,204,249
Expenses$3,135,791
Net Income$68,458
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 28, 2021
Return Version
2020v4.1
Gross Receipts
$3,210,157
Mission and Program Overview

Mission

To promote and support responsibility, accountability, and dignity for individuals, families, and communities from the washington county area and to reduce the risk for behavioral health issues and other high-risk behavior

Provide support to high-risk individuals, families, & communities in the washington county area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$458,975$597,598▲ $138,623
Savings and Temporary Cash Investments$258,939$595,417▲ $336,478
Land, Buildings, and Equipment, Net$480,075$484,667▲ $4,592
Pledges and Grants Receivable-$45,600-
Prepaid Expenses and Deferred Charges$24,683$28,602▲ $3,919
Cash and Non-Interest-Bearing Accounts$1,829$17,806▲ $15,977
Total Assets$1,227,951$1,773,990▲ $546,039
Other Assets Total$3,450$4,300▲ $850
Liabilities
Other Liabilities$0$395,800▲ $395,800
Mortgage Notes Payable Secured by Investment Property$318,009$311,133▼ $6,876
Accounts Payable and Accrued Expenses$240,333$283,390▲ $43,057
Total Liabilities$558,342$990,323▲ $431,981
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$539,159$607,067▲ $67,908
Net Assets With Donor Restrictions$130,450$176,600▲ $46,150
Total Net Assets Fund Balance$669,609$783,667▲ $114,058
Total Liabilities and Net Assets / Fund Balance$1,227,951$1,773,990▲ $546,039

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$329,921$262,730$592,651
Land$102,823-$102,823
Equipment$38,763$39,636$78,399
Other Land Buildings$13,160$24,940$38,100
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary SimonExecutive DirectorFT$109,645$8,887$118,532

Board Members and Trustees

NameTitle
Juli BenedumPresident
Paul PriesVice President
Ashley BrownDirector
Daniel BizubDirector
David DeisingDirector
Deb MccannDirector
KRISTINE O'MEARADirector
Karen MunsonDirector
Lisa KieferDirector
Michael PlotkinDirector
Paul CappoferriDirector
Stephanie HansonDirector
Steve FarinaDirector
Brian ScharingerSecretary
Lisa TreinenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,967,794
Program Service Revenue
$228,811
Investment Income
$162
Other Revenue
$7,482
All Other Contributions
$237,037
Change in Net Assets
$68,458

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,204,249
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$49,400
Total Revenue per Audited Statements
$3,253,649
Total Revenue per Form 990
$3,204,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,590,973
Other Expenses$544,818
Total Fundraising Expense$22,455
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,902,184$157,404$16,236$2,075,824
Payroll Taxes$171,341$14,954$1,321$187,616
Other Employee Benefits$176,793$9,314-$186,107
Current Officers, Directors, Trustees, and Key Employees$108,916$8,759$858$118,533
Occupancy$95,224$10,158$910$106,292
Fees for Services Other$41,068$42,872$28$83,968
Insurance$38,473$2,960-$41,433
Depreciation Depletion$21,565$4,224$307$26,096
Pension Plan Contributions$21,747$1,146-$22,893
Other Expenses$17,211$4,122$1,067$21,333
Travel$20,193$286-$20,479
Advertising$15,884$4,345-$20,229
All Other Expenses$17,263$180$462$17,905
Fees for Services Legal$8,021$8,374$5$16,400
Interest$11,071$2,169$158$13,398
Office Expenses$5,312$366$1,103$6,781
Total Functional Expenses$2,826,695$286,641$22,455$3,135,791

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,139,591
Expenses per Audited Statements$3,135,791
Total Expenses per Form 990$3,135,791
Expenses Not Reported on Form 990$3,800
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,115
Fundraising Direct Expenses$5,908
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Adrenaline Race$15,755$11,115$1,131$9,984
Total Events$15,755$11,115$5,908$5,207
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Grant Advance$395,800
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
No
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 B, Line 11B

“The form 990 will be reviewed by management and the board.”

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

“All proposals are submitted for review to committee and board members prior to acceptance. Any and all conflict of interest issues are reviewed by the board of directors.”

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

“The board of directors determines annual pay raises for all staff in january. The personnel committee completes an annual evaluation of the executive director's performance. Additional compensation is provided for achieving pre-determined incentives.”

Form 990, Part VI, Section C, Line 19

“Form 990 is available upon request and on the elevate website.”

Filing and Contact Details

Filer

Filer Name
Elevate Inc
EIN
39-1256286
Phone
2626772216
Address
N169 W21005 MEADOW LANE, JACKSON, WI 53209

Signing Officer

Name
Mary Simon
Title
Executive Director
Phone
2626772216
Signed
2021-06-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Simon
Formed
1976
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
15
Employees
59
Volunteers
200

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
Heather Bonifas CPA
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is a nonprofit corporation as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on related income pursuant to section 501(a) of the code as other than a private foundation.”

Raw XML AppendixShowing 400 of 565 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/BOYAmt0240333
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0283390
IRS990/AccountsReceivableGrp/BOYAmt0458975
IRS990/AccountsReceivableGrp/EOYAmt0597598
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SUPPORT TO HIGH-RISK INDIVIDUALS, FAMILIES, & COMMUNITIES IN THE WASHINGTON COUNTY AREA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04345
IRS990/AdvertisingGrp/ProgramServicesAmt015884
IRS990/AdvertisingGrp/TotalAmt020229
IRS990/AllOtherContributionsAmt0237037
IRS990/AllOtherExpensesGrp/FundraisingAmt0462
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0180
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017263
IRS990/AllOtherExpensesGrp/TotalAmt017905
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARY SIMON
IRS990/BooksInCareOfDetail/PhoneNum02626772216
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0N169 W21005 MEADOW LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0JACKSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053209
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01829
IRS990/CashNonInterestBearingGrp/EOYAmt017806
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0858
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08759
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0108916
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0118533
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt04640
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02967794
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0162
IRS990/CYOtherExpensesAmt0544818
IRS990/CYOtherRevenueAmt07482
IRS990/CYProgramServiceRevenueAmt0228811
IRS990/CYRevenuesLessExpensesAmt068458
IRS990/CYSalariesCompEmpBnftPaidAmt02590973
IRS990/CYTotalExpensesAmt03135791
IRS990/CYTotalFundraisingExpenseAmt022455
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03204249
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0307
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04224
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021565
IRS990/DepreciationDepletionGrp/TotalAmt026096
IRS990/Desc0CALM HARBOR - RESIDENTIAL PROGRAM FOCUSED ON ASSISTING WASHINGTON COUNTY AND SHEBOYGAN COUNTY ADULTS EXPERIENCING A MENTAL HEALTH CRISIS TO INCREASE THEIR STABILITY, REDUCE THEIR RISK FOR HARM AND RETURN TO INDEPENDENT LIVING USING TRAUMA INFORMED STRATEGIES.PROVIDED 59 RESIDENTS OF WASHINGTON COUNTY WITH 945 BED DAYS AT CALM HARBOR-WEST BEND. PROVIDED 46 RESIDENTS OF SHEBOYGAN COUNTY WITH 2,153 BED DAYS AND CALM HARBOR-SHEBOYGAN
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt045600
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0130450
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0176600
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt059
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01063429
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt0114791
IRS990/FeesForServicesLegalGrp/FundraisingAmt05
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08374
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt08021
IRS990/FeesForServicesLegalGrp/TotalAmt016400
IRS990/FeesForServicesOtherGrp/FundraisingAmt028
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt042872
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt041068
IRS990/FeesForServicesOtherGrp/TotalAmt083968
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt144.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt08887
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY SIMON
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL BIZUB
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA TREINEN
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN SCHARINGER
IRS990/Form990PartVIISectionAGrp/PersonNm4JULI BENEDUM
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL CAPPOFERRI
IRS990/Form990PartVIISectionAGrp/PersonNm6ASHLEY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm8DEB MCCANN
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID DEISING
IRS990/Form990PartVIISectionAGrp/PersonNm10LISA KIEFER
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVE FARINA
IRS990/Form990PartVIISectionAGrp/PersonNm12KAREN MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13KRISTINE O'MEARA
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL PRIES
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL PLOTKIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0109645
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt04640
IRS990/FundraisingDirectExpensesAmt05908
IRS990/FundraisingGrossIncomeAmt011115
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt02611326
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03210157
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02960
IRS990/InsuranceGrp/ProgramServicesAmt038473
IRS990/InsuranceGrp/TotalAmt041433
IRS990/InterestGrp/FundraisingAmt0158
IRS990/InterestGrp/ManagementAndGeneralAmt02169
IRS990/InterestGrp/ProgramServicesAmt011071
IRS990/InterestGrp/TotalAmt013398
IRS990/InvestmentIncomeGrp/ExclusionAmt0162
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0162
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0327306
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0480075
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0484667
IRS990/LandBldgEquipCostOrOtherBssAmt0811973
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE AND SUPPORT RESPONSIBILITY, ACCOUNTABILITY, AND DIGNITY FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES FROM THE WASHINGTON COUNTY AREA AND TO REDUCE THE RISK FOR BEHAVIORAL HEALTH ISSUES AND OTHER HIGH-RISK BEHAVIOR
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0318009
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0311133
IRS990/NetAssetsOrFundBalancesBOYAmt0669609
IRS990/NetAssetsOrFundBalancesEOYAmt0783667
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05207
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05207
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0539159
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0607067
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0910
IRS990/OccupancyGrp/ManagementAndGeneralAmt010158
IRS990/OccupancyGrp/ProgramServicesAmt095224
IRS990/OccupancyGrp/TotalAmt0106292
IRS990/OfficeExpensesGrp/FundraisingAmt01103
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0366
IRS990/OfficeExpensesGrp/ProgramServicesAmt05312
IRS990/OfficeExpensesGrp/TotalAmt06781
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03450
IRS990/OtherAssetsTotalGrp/EOYAmt04300
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09314
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0176793
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0186107
IRS990/OtherExpensesGrp/Desc0PROGRAM ACTIVITIES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3COMPUTER SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt01067
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01159
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111050
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34122
IRS990/OtherExpensesGrp/ProgramServicesAmt083613
IRS990/OtherExpensesGrp/ProgramServicesAmt142116
IRS990/OtherExpensesGrp/ProgramServicesAmt228700
IRS990/OtherExpensesGrp/ProgramServicesAmt317211
IRS990/OtherExpensesGrp/TotalAmt084772
IRS990/OtherExpensesGrp/TotalAmt153166
IRS990/OtherExpensesGrp/TotalAmt232566
IRS990/OtherExpensesGrp/TotalAmt321333
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0395800
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt02275
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02275
IRS990/OtherRevenueTotalAmt02275
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016236
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0157404
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01902184
IRS990/OtherSalariesAndWagesGrp/TotalAmt02075824
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01321
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014954
IRS990/PayrollTaxesGrp/ProgramServicesAmt0171341
IRS990/PayrollTaxesGrp/TotalAmt0187616
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01146
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021747
IRS990/PensionPlanContributionsGrp/TotalAmt022893
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt045600
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024683
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028602
IRS990/PrincipalOfficerNm0MARY SIMON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT FEES AND ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0228811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0228811
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTED INDEPENDENT LIVING - ASSISTING WASHINGTON COUNTY AND SHEBOYGAN COUNTY RESIDENTS LIVING WITH A CHRONIC MENTAL ILLNESS TO LIVE AS INDEPENDENTLY AS POSSIBLE, REDUCE THEIR NEED FOR HOSPITALIZATIONS AND CONTACT WITH LAW ENFORCEMENT BY MANAGING MEDICATIONS, DEVELOPMENT OF DAILY LIVING SKILLS AND FACILITATING ACCESS TO OTHER SUPPORTIVE SERVICES.PROVIDED AN AVERAGE OF 50 RESIDENTS OF SHEBOYGAN COUNTY WITH 39,477 TOTAL UNITS OF SERVICE. PROVIDED AN AVERAGE OF 13 RESIDENTS OF WASHINGTON COUNTY WITH 16,057 UNITS OF SERVICE. A UNIT IS DEFINED AS A 15 MINUTE SERVICE DESIGNED TO ASSIST THE INDIVIDUAL IN ACHIEVING A TREATMENT GOAL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0708098
IRS990/ProgSrvcAccomActy3Grp/Desc0SUBSTANCE ABUSE DIVERSION PROGRAMMING - PROGRAMMING TO ASSIST ADULTS INVOLVED IN THE CRIMINAL JUSTICE SYSTEM EFFECTIVELY ADDRESS THEIR SUBSTANCE USE DISORDER THAT LED TO THEIR INVOLVEMENT IN THE JUSTICE SYSTEM WITH A GOAL OF ENTERING INTO LONG-TERM RECOVERY AND REDUCING RECIDIVISM RATES. SERVICES INCLUDE REGULAR DRUG TESTING, CASE MANAGEMENT, ACCESSING RESOURCES INCLUDING TREATMENT, ACCESS TO HEALTH CARE AND HOUSING AND EMPLOYMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0429347
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt025044
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OUTREACH AND INTERVENTION - PROGRAMMING TO REDUCE YOUTH AND ADULTS' RISK FOR ENGAGEMENT IN HIGH-RISK BEHAVIOR THAT MAY LEAD TO ADDICTION, MENTAL ILLNESS. SERVICES INCLUDE EVIDENCE-BASED STRATEGIES TO IDENTIFY THEIR READINESS FOR CHANGE AND PROVIDING EDUCATION AND SUPPORT TO CHANGE THEIR BEHAVIOR.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1COMMUNITY PREVENTION - PROGRAMING TO DELAY YOUTH USE OF ALCOHOL, TOBACCO AND OTHER DRUGS AS LONG AS POSSIBLE TO REDUCE THEIR RISK FOR ADDICTION. THE ORGANIZATION USES EVIDENCE BASED PROGRAMMING INCLUDING SCHOOL BASED EDUCATION, PEER LISTENING PROGRAMS, PARENTING EDUCATION, ENVIRONMENT AND POLICY CHANGE IN WASHINGTON AND WAUKESHA COUNTIES.A TOTAL OF 8,102 INDIVIDUALS WERE SERVED THROUGH THIS PROGRAM. THIS INCLUDES 337 THROUGH OUR PEER LISTENING PROGRAMS AND 2,895 THROUGH OUR SCHOOL BASED EDUCATION PROGRAMS ALONG WITH OTHER COMMUNITY EDUCATION, COALITION BUILDING, HEALTH FAIRS, ETC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0277660
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1348161
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0201423
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt12344
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02356826
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0452
IRS990/PYOtherExpensesAmt0539383
IRS990/PYOtherRevenueAmt010400
IRS990/PYProgramServiceRevenueAmt0258647
IRS990/PYRevenuesLessExpensesAmt0-5680
IRS990/PYSalariesCompEmpBnftPaidAmt02092622
IRS990/PYTotalExpensesAmt02632005
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02626325
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt068458
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0258939
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0595417
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING - 2016 AMOUNT: $ 20,048. 2017 AMOUNT: $ 23,840. 2018 AMOUNT: $ 43,454. 2019 AMOUNT: $ 3,901. 2020 AMOUNT: $ 5,207. MISCELLANEOUS - 2016 AMOUNT: $ 17,538. 2017 AMOUNT: $ 1,194. 2018 AMOUNT: $ 2,249. 2019 AMOUNT: $ 6,499. 2020 AMOUNT: $ 2,275.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02967794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02356826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0299738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0364479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0248391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06237228
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0162
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0255
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03242
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05047302
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07482
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010400
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt045703
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt025034
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt037586
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0126205
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97970
IRS990ScheduleA/PublicSupportPY170Pct00.94710

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,773,990
Liabilities
$990,323
Net assets
$783,667
Revenue
$3,204,249
Expenses
$3,135,791
Net income
$68,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$1.12$1.46$5.05$4.75$0.30
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.97$1.16$4.02$3.80$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.88$0.93$3.55$3.29$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.69$0.67$3.20$3.31$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.99$0.78$3.20$3.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.56$0.67$2.63$2.63$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.49$0.68$2.06$2.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.45$0.63$1.96$1.81$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.37$0.48$1.51$1.51$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.38$0.47$1.36$1.39$0.03
2014Summary only. Only limited summary data is available for this year.$0.86$0.37$0.50$1.23$1.29$0.06
2013Summary only. Only limited summary data is available for this year.$0.31$0.04$0.27$0.73$0.69$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.04$0.22$0.77
2011Summary only. Only limited summary data is available for this year.$0.26$0.05$0.21$0.74$0.73$0.02