Civic Intelligence

Lakeshore Technical College Foundation Inc.

990 • Fiscal year 2021 • EIN 39-1269078

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 03, 2022

Organization ProfileYOURLTCFOUNDATION.COM
1290 North AveCleveland, WI 53015

(920) 693-1000

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

66th percentile

19%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

8.4%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$4,595,701

Up $724,506 (+19%) from 2020

Net Assets

Up

$4,588,739

Up $752,055 (+20%) from 2020

Liabilities

Down

$6,962

Down $27,549 (-80%) from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin74th percentile

Revenue

Up

$727,114

Up $56,332 (+8.4%) from 2020

Expenses

Down

$510,611

Down $66,094 (-11%) from 2020

Net Income

Up

$216,503

Up $122,426 (+130%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,021,389Liabilities 2011: $263,389Net Assets 2011: $1,758,0002011Assets 2012: $2,081,906Liabilities 2012: $236,720Net Assets 2012: $1,845,1862012Assets 2013: $3,066,489Liabilities 2013: $924,567Net Assets 2013: $2,141,9222013Assets 2014: $3,340,899Liabilities 2014: $1,102,787Net Assets 2014: $2,238,1122014Assets 2015: $2,798,042Liabilities 2015: $193,808Net Assets 2015: $2,604,2342015Assets 2016: $2,947,507Liabilities 2016: $176,839Net Assets 2016: $2,770,6682016Assets 2017: $3,598,848Liabilities 2017: $121,075Net Assets 2017: $3,477,7732017Assets 2018: $3,779,236Liabilities 2018: $113,844Net Assets 2018: $3,665,3922018Assets 2019: $3,866,275Liabilities 2019: $93,927Net Assets 2019: $3,772,3482019Assets 2020: $3,871,195Liabilities 2020: $34,511Net Assets 2020: $3,836,6842020Assets 2021: $4,595,701Liabilities 2021: $6,962Net Assets 2021: $4,588,7392021Assets 2022: $5,924,242Liabilities 2022: $45,923Net Assets 2022: $5,878,3192022Assets 2023: $4,903,776Liabilities 2023: $882,557Net Assets 2023: $4,021,2192023Assets 2024: $4,788,021Liabilities 2024: $78,437Net Assets 2024: $4,709,5842024

Highlighted filing

2021

Assets$4,595,701
Liabilities$6,962
Net Assets$4,588,739
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $219,706Expenses 2011: $204,026Net Income 2011: $15,6802011Revenue 2012: $630,689Expenses 2012: $496,162Net Income 2012: $134,5272012Revenue 2013: $1,167,322Expenses 2013: $923,873Net Income 2013: $243,4492013Revenue 2014: $2,199,378Expenses 2014: $2,011,517Net Income 2014: $187,8612014Revenue 2015: $816,938Expenses 2015: $304,312Net Income 2015: $512,6262015Revenue 2016: $603,189Expenses 2016: $440,976Net Income 2016: $162,2132016Revenue 2017: $1,151,597Expenses 2017: $559,084Net Income 2017: $592,5132017Revenue 2018: $651,476Expenses 2018: $525,079Net Income 2018: $126,3972018Revenue 2019: $917,321Expenses 2019: $836,143Net Income 2019: $81,1782019Revenue 2020: $670,782Expenses 2020: $576,705Net Income 2020: $94,0772020Revenue 2021: $727,114Expenses 2021: $510,611Net Income 2021: $216,5032021Revenue 2022: $2,685,335Expenses 2022: $639,581Net Income 2022: $2,045,7542022Revenue 2023: $852,080Expenses 2023: $2,963,371Net Income 2023: -$2,111,2912023Revenue 2024: $1,049,258Expenses 2024: $582,502Net Income 2024: $466,7562024

Highlighted filing

2021

Revenue$727,114
Expenses$510,611
Net Income$216,503
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 3, 2022
Return Version
2020v4.2
Gross Receipts
$1,297,474
Mission and Program Overview

Mission

To provide private scholarships and assistance to students for education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,639,799$3,557,165▲ $917,366
Cash and Non-Interest-Bearing Accounts$625,190$525,011▼ $100,179
Land, Buildings, and Equipment, Net$406,394--
Pledges and Grants Receivable$131,534$139,204▲ $7,670
Savings and Temporary Cash Investments$49,976$60,320▲ $10,344
Inventories for Sale or Use$15,125$9,755▼ $5,370
Prepaid Expenses and Deferred Charges$3,177$4,345▲ $1,168
Total Assets$3,871,195$4,595,701▲ $724,506
Other Assets Total$0$299,901▲ $299,901
Liabilities
Deferred Revenue$18,750--
Mortgage Notes Payable Secured by Investment Property$14,252--
Accounts Payable and Accrued Expenses$1,509$6,962▲ $5,453
Total Liabilities$34,511$6,962▼ $27,549
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,927,542$3,545,775▲ $618,233
Net Assets Without Donor Restrictions$909,142$1,042,964▲ $133,822
Total Net Assets Fund Balance$3,836,684$4,588,739▲ $752,055
Total Liabilities and Net Assets / Fund Balance$3,871,195$4,595,701▲ $724,506

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$299,901--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,358,614$81,080▲ $420,460$78,045$1,782,109
2019$1,390,190$25,995▼ $3,503$54,068$1,348,614
2018$1,395,668$35,000▲ $20,429$60,907$1,390,190
2017$1,378,230$43,500▲ $72,049$-98,111$1,395,668
2016$1,270,771$100▲ $113,642$6,283$1,378,230
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jim GallimorePast President
Mike MrdjenovichPresident
Ross NiemiVice President (6/9/21)
Paul CarlsenEx-officio Member
Bob FitzgeraldMember
Christine LooseMember
Dr Joseph SheehanMember
Jay TorkeMember
Jesse BrotzMember
Joe YandaMember
John C MillerMember
Justin SelleMember
Jutta FurcaMember
Kathie NormanMember
Kevin DelahuntMember
Matt JacobsonMember
Mike Vander ZandenMember
Paul BarteltMember
Randall RoethelMember
Sachin ShivaramMember
Stefano VigliettiMember
Trent RammerMember
Tryg JacobsonMember
Michael J BrookinsPast Treasurer
Lynn CoadyTreasurer (6/9/21)
Kristy LiphartVP of Advancement
Revenue and Support

Revenue Composition

Contributions and Grants
$588,219
Program Service Revenue
$1,376
Investment Income
$129,545
Other Revenue
$7,974
All Other Contributions
$588,219
Change in Net Assets
$216,503

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table5$27,648Fair Market Value (FMV)
Total Noncash Contributions5$27,648-

Audited Revenue Reconciliation

Revenue per Audited Statements
$727,114
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$654,203
Total Revenue per Audited Statements
$1,381,317
Total Revenue per Form 990
$727,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$355,080
Other Expenses$155,531
Total Fundraising Expense$37,337
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$355,080--$355,080
Fees for Service Investment Mgmnt Fees-$36,497-$36,497
Office Expenses-$3,259$19,763$23,022
Other Expenses$27,648-$16,447$16,447
Insurance-$1,885-$1,885
All Other Expenses--$899$899
Conferences and Meetings-$152$228$380
Total Functional Expenses$431,481$41,793$37,337$510,611

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$629,262
Expenses per Audited Statements$510,611
Total Expenses per Form 990$510,611
Expenses Not Reported on Form 990$118,651
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lakeshore Technical CollegeCleveland, WIN/aScholarships$355,080
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,300
Fundraising Direct Expenses$4,447
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
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation delegates certain management functions to the college.”

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

“A copy of this form 990 was sent electronically to all board members prior to submission.”

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

“Officers and directors review and sign a copy of the policy at an annual board meeting.”

Form 990, Part VI, Section C, Line 19

“The foundation's form 990, governing documents, conflict of interest policy, and financial statements can be obtained through lakeshore technical college foundation, inc. 1290 north avenue, cleveland, wi 53015”

Filing and Contact Details

Filer

Filer Name
Lakeshore Technical College
EIN
39-1269078
Phone
9206931000
Address
1290 NORTH AVE, CLEVELAND, WI 53015

Signing Officer

Name
Lynn Coady
Title
Treasurer
Phone
9206931000
Signed
2022-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristy Liphart
Formed
1976
Legal Domicile
Wi
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
40

Preparer

Firm
Cliftonlarsonallen Llp
Address
100 MARITIME DRIVE SUITE 2B, MANITOWOC, WI 54220
Preparer
Jon Swanson
Phone
9206845500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on property held for sale 95,417.”

Financial Statement Notes

PART V, LINE 4:

“The income from permanent endowments is used to fund scholarships to students for education and to provide program support to lakeshore technical college.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense 16,275. Depreciation 11,076. Loss on property held for sale 95,417.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense 16,275. Depreciation 11,076.”

Raw XML AppendixShowing 400 of 633 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/BOYAmt01509
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06962
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE PRIVATE SCHOLARSHIPS AND ASSISTANCE TO STUDENTS FOR EDUCATION.
IRS990/AllOtherContributionsAmt0588219
IRS990/AllOtherExpensesGrp/FundraisingAmt0899
IRS990/AllOtherExpensesGrp/TotalAmt0899
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA FRIEDL
IRS990/BooksInCareOfDetail/PhoneNum09206931000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01290 NORTH AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLEVELAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053015
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0625190
IRS990/CashNonInterestBearingGrp/EOYAmt0525011
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0228
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0152
IRS990/ConferencesMeetingsGrp/TotalAmt0380
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0588219
IRS990/CYGrantsAndSimilarPaidAmt0355080
IRS990/CYInvestmentIncomeAmt0129545
IRS990/CYOtherExpensesAmt0155531
IRS990/CYOtherRevenueAmt07974
IRS990/CYProgramServiceRevenueAmt01376
IRS990/CYRevenuesLessExpensesAmt0216503
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0510611
IRS990/CYTotalFundraisingExpenseAmt037337
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0727114
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt018750
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0SUPPORT OF INSTRUCTIONAL PROGRAMS/SERVICES: THIS PROGRAM IS TO PROVIDE ADDITIONAL SUPPORT TO THE INSTRUCTIONAL PROGRAMS AND/OR SERVICES OF LAKESHORE TECHNICAL COLLEGE, INCLUDING PROJECT GRILL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02927542
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03545775
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt048753
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt036497
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt036497
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt250.50
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/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM GALLIMORE
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE MRDJENOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm2JESSE BROTZ
IRS990/Form990PartVIISectionAGrp/PersonNm3LYNN COADY
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN DELAHUNT
IRS990/Form990PartVIISectionAGrp/PersonNm5JUTTA FURCA
IRS990/Form990PartVIISectionAGrp/PersonNm6MATT JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm7TRYG JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN C MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm9ROSS NIEMI
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTINE LOOSE
IRS990/Form990PartVIISectionAGrp/PersonNm11TRENT RAMMER
IRS990/Form990PartVIISectionAGrp/PersonNm12JUSTIN SELLE
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL CARLSEN
IRS990/Form990PartVIISectionAGrp/PersonNm14RANDALL ROETHEL
IRS990/Form990PartVIISectionAGrp/PersonNm15DR JOSEPH SHEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL J BROOKINS
IRS990/Form990PartVIISectionAGrp/PersonNm17BOB FITZGERALD
IRS990/Form990PartVIISectionAGrp/PersonNm18SACHIN SHIVARAM
IRS990/Form990PartVIISectionAGrp/PersonNm19JAY TORKE
IRS990/Form990PartVIISectionAGrp/PersonNm20MIKE VANDER ZANDEN
IRS990/Form990PartVIISectionAGrp/PersonNm21PAUL BARTELT
IRS990/Form990PartVIISectionAGrp/PersonNm22KATHIE NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm23STEFANO VIGLIETTI
IRS990/Form990PartVIISectionAGrp/PersonNm24JOE YANDA
IRS990/Form990PartVIISectionAGrp/PersonNm25KRISTY LIPHART
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER (6/9/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT (6/9/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EX-OFFICIO MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP OF ADVANCEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt04447
IRS990/FundraisingGrossIncomeAmt011300
IRS990/GainOrLossGrp/SecuritiesAmt047737
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0355080
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0355080
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0586299
IRS990/GrossReceiptsAmt01297474
IRS990/GrossRentsGrp/RealAmt028200
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01885
IRS990/InsuranceGrp/TotalAmt01885
IRS990/InventoriesForSaleOrUseGrp/BOYAmt015125
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09755
IRS990/InvestmentIncomeGrp/ExclusionAmt081808
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081808
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02639799
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03557165
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0406394
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0538562
IRS990/LessRentalExpensesGrp/RealAmt027351
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE PRIVATE SCHOLARSHIPS AND ASSISTANCE TO STUDENTS FOR EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt014252
IRS990/NetAssetsOrFundBalancesBOYAmt03836684
IRS990/NetAssetsOrFundBalancesEOYAmt04588739
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt047737
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt047737
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06853
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06853
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0849
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0849
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0440135
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0909142
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01042964
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt027648
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt019763
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03259
IRS990/OfficeExpensesGrp/TotalAmt023022
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0299901
IRS990/OtherChangesInNetAssetsAmt095417
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1DONATED EQUIPMENT
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/FundraisingAmt016447
IRS990/OtherExpensesGrp/ProgramServicesAmt048753
IRS990/OtherExpensesGrp/ProgramServicesAmt127648
IRS990/OtherExpensesGrp/TotalAmt048753
IRS990/OtherExpensesGrp/TotalAmt127648
IRS990/OtherExpensesGrp/TotalAmt216447
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0272
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0272
IRS990/OtherRevenueTotalAmt0272
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0131534
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0139204
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03177
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04345
IRS990/PrincipalOfficerNm0KRISTY LIPHART
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0LTC SCRIP PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01376
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01376
IRS990/ProgSrvcAccomActy2Grp/Desc0STUDENT SCHOLARSHIPS: PROVIDED SCHOLARSHIP SUPPORT TO STUDENTS AT LAKESHORE TECHNICAL COLLEGE TO ENCOURAGE ENROLLMENT AND RETENTION IN ASSOCIATE DEGREE AND TECHNICAL DIPLOMA PROGRAMS AT THE COLLEGE. AWARD DISBURSEMENTS ARE COORDINATED WITH FINANCIAL AID. SCHOLARSHIPS WERE AWARDED TO 585 STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0332386
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0332386
IRS990/ProgSrvcAccomActy3Grp/Desc0STUDENT SUPPORT: THROUGH BOARD-APPROVED APPROPRIATIONS, MONETARY SUPPORT WAS PROVIDED TO STUDENTS IN AMOUNTS RANGING FROM $25 TO $500 TO DISLOCATED WORKERS AND OTHER STUDENTS WHO HAVE EXHAUSTED OTHER MEANS OF FINANCIAL AID. STUDENT SUPPORT WAS AWARDED TO 80 STUDENTS TO ASSIST WITH UTILITIES, MORTGAGE OR RENT PAYMENTS, VEHICLE REPAIRS, AND OTHER SCHOOL EXPENSES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt022694
IRS990/ProgSrvcAccomActy3Grp/GrantAmt022694
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROPERTY DONATIONS TO THE COLLEGE: THE DONOR-ASSIGNED VALUE OF EQUIPMENT RECEIVED AND TRANSFERRED TO THE COLLEGE. THIS PROGRAM ALLOWS THE COLLEGE TO UPGRADE OR OBTAIN EQUIPMENT FOR INSTRUCTION AND TO REDUCE THE COLLEGE BUDGET REQUIRED FOR SUCH EXPENSES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt027648
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0504096
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0321416
IRS990/PYInvestmentIncomeAmt095841
IRS990/PYOtherExpensesAmt0255289
IRS990/PYOtherRevenueAmt034421
IRS990/PYProgramServiceRevenueAmt036424
IRS990/PYRevenuesLessExpensesAmt094077
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0576705
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0670782
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0216503
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0849
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,595,701
Liabilities
$6,962
Net assets
$4,588,739
Revenue
$727,114
Expenses
$510,611
Net income
$216,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.08$4.71$1.05$0.58$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.88$4.02$0.85$2.96$2.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.05$5.88$2.69$0.64$2.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.01$4.59$0.73$0.51$0.22
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.87$0.03$3.84$0.67$0.58$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.09$3.77$0.92$0.84$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.11$3.67$0.65$0.53$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.12$3.48$1.15$0.56$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.95$0.18$2.77$0.60$0.44$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.19$2.60$0.82$0.30$0.51
2014Detailed filing. Detailed filing data is available for this year.$3.34$1.10$2.24$2.20$2.01$0.19
2013Summary only. Only limited summary data is available for this year.$3.07$0.92$2.14$1.17$0.92$0.24
2012Summary only. Only limited summary data is available for this year.$2.08$0.24$1.85$0.63$0.50$0.13
2011Summary only. Only limited summary data is available for this year.$2.02$0.26$1.76$0.22$0.20$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits