Civic Intelligence

Greater Milwaukee Employee Benefits Council

EIN 39-1408420 • 501(c)3 • Brookfield, WI

Profile

Professional education associaton

PO Box 92Brookfield, WI 53008

mkebenefitscouncil.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-39%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-9.9%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-26%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$28,498

Down $3,125 (-9.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$28,498

Down $3,125 (-9.9%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin17th percentile

Revenue

Down

$8,100

Down $2,822 (-26%) from 2023

Expenses

Down

$11,225

Down $9,666 (-46%) from 2023

Net Income

Up

-$3,125

Up $6,844 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2020: $25,749Liabilities 2020: $02020Assets 2022: $41,592Liabilities 2022: $0Net Assets 2022: $41,5922022Assets 2023: $31,623Liabilities 2023: $0Net Assets 2023: $31,6232023Assets 2024: $28,498Liabilities 2024: $0Net Assets 2024: $28,4982024

Highlighted filing

2024

Assets$28,498
Liabilities$0
Net Assets$28,498
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2020: $7,193Expenses 2020: $10,048Net Income 2020: -$2,8552020Revenue 2022: $14,711Expenses 2022: $1,541Net Income 2022: $13,1702022Revenue 2023: $10,922Expenses 2023: $20,891Net Income 2023: -$9,9692023Revenue 2024: $8,100Expenses 2024: $11,225Net Income 2024: -$3,1252024

Highlighted filing

2024

Revenue$8,100
Expenses$11,225
Net Income-$3,125
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,498
Liabilities
$0
Net assets
$28,498
Revenue
$8,100
Expenses
$11,225
Net income
-$3,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$8.10$11.2$3.13
2023Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$10.9$20.9$9.97
2022Detailed filing. Detailed filing data is available for this year.$41.6$0.00$41.6$14.7$1.54$13.2
2020Summary only. Only limited summary data is available for this year.$25.7$0.00$7.19$10.0$2.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$8,100
Mission and Program Overview

Mission

Professional education associaton

Program Services

DescriptionGrantsExpenses
Provide training, seminar and lecture series on areas around insurance and investments to licensed professionals.$0$6,849
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN JEFFREYSecond VP-$0--
CANDACE OBERHOLTZERPresident-$0--
DAN MCCORMACK1st Vice President-$0--
REBECCA MENEFEESecretary/AdministratorPT$0--
JUSTIN MUSILTreasurer-$0--
Michael BuhlDirector-$0--
Katie KratchaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greater Milwaukee Employee Benefits Council
EIN
39-1408420
Phone
2625104230
Address
PO BOX 92, BROOKFIELD, WI 53008

Signing Officer

Name
Rebecca Menefee
Title
Director
Phone
2625104230
Signed
2025-05-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Events costs”

Raw XML Appendix187 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0REBECCA MENEFEE
IRS990EZ/BooksInCareOfDetail/PhoneNum02625104230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0709 BROWNING CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031623
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028498
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3125
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04050
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031623
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028498
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt08100
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0558
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04871
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031623
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028498
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031623
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028498
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN JEFFREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDACE OBERHOLTZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN MCCORMACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA MENEFEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JUSTIN MUSIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael Buhl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Katie Kratcha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Second VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary/ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06849
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL EDUCATION ASSOCIATON
IRS990EZ/PrintingPublicationsPostageAmt0326
IRS990EZ/ProgramServiceRevenueAmt02671
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide training, seminar and lecture series on areas around insurance and investments to licensed professionals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06849
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011225
IRS990EZ/TotalProgramServiceExpensesAmt06849
IRS990EZ/TotalRevenueAmt08100
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MKEBENEFITSCOUNCIL.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04871
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05479
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027678
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0558
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0412
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0215
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06849
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04288
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018501
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0558
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0412
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0230
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01470
IRS990ScheduleA/InvestmentIncomeCYPct00.03085
IRS990ScheduleA/InvestmentIncomePYPct00.02578
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96915
IRS990ScheduleA/PublicSupportPY509Pct00.97422
IRS990ScheduleA/PublicSupportTotal509Amt046179
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010892
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03732
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012642
IRS990ScheduleA/Total509Grp/TotalAmt046179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012857
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047649
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Events costs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rebecca Menefee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02625104230
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER MILWAUKEE EMPLOYEE BENEFITS COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0391408420
ReturnHeader/Filer/PhoneNum02625104230
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 92
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-05-14T18:24:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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