Civic Intelligence

Perinatal Foundation Inc.

990 • Fiscal year 2016 • EIN 39-1510620

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

211 S Paterson Street No 250Madison, WI 53703

(608) 285-5858

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.11x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-33%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

70th percentile

$101,675

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 67.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

2.0%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,318,980

Up $65,269 (+2.0%) from 2015

Net Assets

Up

$3,302,536

Up $62,591 (+1.9%) from 2015

Liabilities

Up

$16,444

Up $2,678 (+19%) from 2015

Revenue

Down

$150,272

Down $39,921 (-21%) from 2015

Expenses

Up

$199,753

Up $3,853 (+2.0%) from 2015

Net Income

Down

-$49,481

Down $43,774 (-767%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,256,746Liabilities 2010: $19,413Net Assets 2010: $3,237,3332010Assets 2011: $3,005,922Liabilities 2011: $59,987Net Assets 2011: $2,945,9352011Assets 2012: $3,079,550Liabilities 2012: $17,670Net Assets 2012: $3,061,8802012Assets 2013: $3,395,421Liabilities 2013: $13,119Net Assets 2013: $3,382,3022013Assets 2014: $3,402,214Liabilities 2014: $31,587Net Assets 2014: $3,370,6272014Assets 2015: $3,253,711Liabilities 2015: $13,766Net Assets 2015: $3,239,9452015Assets 2016: $3,318,980Liabilities 2016: $16,444Net Assets 2016: $3,302,5362016Assets 2017: $3,596,638Liabilities 2017: $19,378Net Assets 2017: $3,577,2602017Assets 2018: $3,373,608Liabilities 2018: $39,260Net Assets 2018: $3,334,3482018Assets 2019: $3,906,652Liabilities 2019: $26,318Net Assets 2019: $3,880,3342019Assets 2020: $4,073,696Liabilities 2020: $8,019Net Assets 2020: $4,065,6772020Assets 2021: $4,469,166Liabilities 2021: $13,328Net Assets 2021: $4,455,8382021Assets 2022: $3,723,090Liabilities 2022: $23,164Net Assets 2022: $3,699,9262022Assets 2023: $3,890,412Liabilities 2023: $62,514Net Assets 2023: $3,827,8982023Assets 2024: $3,916,421Liabilities 2024: $9,199Net Assets 2024: $3,907,2222024

Highlighted filing

2016

Assets$3,318,980
Liabilities$16,444
Net Assets$3,302,536

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $218,7622010Expenses 2011: $214,7662011Expenses 2012: $233,2592012Revenue 2013: $241,156Expenses 2013: $255,904Net Income 2013: -$14,7482013Revenue 2014: $267,890Expenses 2014: $237,992Net Income 2014: $29,8982014Revenue 2015: $190,193Expenses 2015: $195,900Net Income 2015: -$5,7072015Revenue 2016: $150,272Expenses 2016: $199,753Net Income 2016: -$49,4812016Revenue 2017: $157,559Expenses 2017: $206,946Net Income 2017: -$49,3872017Revenue 2018: $329,780Expenses 2018: $231,022Net Income 2018: $98,7582018Revenue 2019: $220,890Expenses 2019: $195,781Net Income 2019: $25,1092019Revenue 2020: $255,478Expenses 2020: $191,939Net Income 2020: $63,5392020Revenue 2021: $385,420Expenses 2021: $205,234Net Income 2021: $180,1862021Revenue 2022: $245,358Expenses 2022: $312,991Net Income 2022: -$67,6332022Revenue 2023: $217,633Expenses 2023: $314,724Net Income 2023: -$97,0912023Revenue 2024: $273,747Expenses 2024: $253,964Net Income 2024: $19,7832024

Highlighted filing

2016

Revenue$150,272
Expenses$199,753
Net Income-$49,481
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$1,120,417
Mission and Program Overview

Mission

The mission of the perinatal foundation is to secure & provide resources to improve the health of babies, mothers & families from preconception to early childhood. The foundation pursues this mission by identifying current & emerging needs across (see schedule o) the spectrum of perinatal health concerns & working collaboratively with wapc to promote & implement effective perinatal practices; securing & managing the resources that make the foundation's work possible & awarding grants in support of research, education & model projects. The foundation was established in 1985. Significant accomplishments in 2017 include: providing scholarships at three colleges/universities; funding the thomas a. Leonard, m d, lecture at the wapc annual conference; providing an unrestricted educational grant to wapc for perinatal programs; & providing programmatic funding for a web site for the fetal monitoring curriculum.

The perinatal foundation will be the leading philanthropic organization promoting excellence in perinatal health care of women, babies, and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,864,879$3,096,081▲ $231,202
Savings and Temporary Cash Investments$256,831$113,578▼ $143,253
Cash and Non-Interest-Bearing Accounts$110,608$90,192▼ $20,416
Accounts Receivable$8,285$9,437▲ $1,152
Intangible Assets$7,440$4,960▼ $2,480
Prepaid Expenses and Deferred Charges$3,133$2,191▼ $942
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,253,711$3,318,980▲ $65,269
Other Assets Total$2,535$2,541▲ $6
Liabilities
Accounts Payable and Accrued Expenses$13,686$16,384▲ $2,698
Deferred Revenue$80$60▼ $20
Total Liabilities$13,766$16,444▲ $2,678
Net Assets / Fund Balance
Unrestricted Net Assets$3,239,945$3,302,536▲ $62,591
Total Net Assets Fund Balance$3,239,945$3,302,536▲ $62,591
Total Liabilities and Net Assets / Fund Balance$3,253,711$3,318,980▲ $65,269

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$19,233$19,233
Equipment$0$2,717$2,717

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,864,879$80,877▲ $163,521-$3,096,081
2015$3,147,490$69,427▼ $33,941$305,144$2,864,879
2014$3,180,456$75,148▲ $118,186$213,391$3,147,490
2013$2,901,565$9,563▲ $533,527$253,199$3,180,456
2012$2,946,579$3,555▲ $324,239$360,980$2,901,565
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Ann E Conway Rn Ms MpaExecutive DirectorPT$101,675$101,675

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$31,251
Program Service Revenue
$1,689
Investment Income
$117,332
Other Revenue
$0
All Other Contributions
$22,324
Change in Net Assets
$-49,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$150,272
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$116,122
Total Revenue per Audited Statements
$266,394
Total Revenue per Form 990
$150,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,217
Grants and Similar Amounts Paid$74,536
Total Fundraising Expense$24,608
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,340--$61,340
Occupancy-$23,598-$23,598
Fees for Service Investment Mgmnt Fees-$18,268-$18,268
Grants to Domestic Individuals$13,196--$13,196
Conferences and Meetings$184$305$6,863$7,352
Fees for Services Accounting-$7,205-$7,205
Office Expenses$3,126$1,088$1,723$5,937
Depreciation Depletion$270$1,009$1,201$2,480
Other Expenses$323$592$292$1,207
Fees for Services Other$60$119$696$875
Travel-$103$14$117
Advertising-$56-$56
Total Functional Expenses$106,213$68,932$24,608$199,753

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$203,803
Expenses per Audited Statements$199,753
Total Expenses per Form 990$199,753
Expenses Not Reported on Form 990$4,050
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Association for Perinatal CareMadison, WI501(c)(3)Grants for Prenatal and Postpartum Health$117,180
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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 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
No

Governance Explanations

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

990 review process: the 2016 form 990 will be distributed to directors electronically on the members only section of the wapc website. Directors will be asked to provide feedback in a week. A draft email will be sent to directors around may 5, 2017.

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

Conflict of interest policy enforcement: all conflict of interest disclosures/statements are reviewed by the executive director. If there are any disclosures, other than employer, they are reviewed with the president and a plan of action is created.

Form 990, Part VI, Section C, Line 19

Governing documents: governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Perinatal Foundation Inc
EIN
39-1510620
Phone
6082855858
Address
211 S PATERSON STREET NO 250, MADISON, WI 53703

Signing Officer

Name
Ann E Conway
Title
Executive Director
Phone
6082855858
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann E Conway
Formed
1971
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
16

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6088318181
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

See part iii, line 4c for a description of the new program services.

FORM 990, PART XI, LINE 9:

Increase (decrease) in cash value of life insurance 6.

Financial Statement Notes

PART V, LINE 4:

Organization's intended use of board designated endowment funds: myrtle bahm leonard memorial scholarship fund (scholarship fund) - the scholarship fund underwrites the cost of childcare expenses for students at three wisconsin colleges. All students selected have children in the college-run childcare program and are pursuing careers in health care. The scholarship fund was $160,494 as of december 31, 2016. Thomas a. Leonard, md, memorial lecture fund (lecture fund) - the lecture fund supports an annual presentation by a nationally recognized speaker at the wapc statewide perinatal conference each year. The lecture fund was $60,270 as of december 31, 2016. Board designated endowment - mutual funds which are designed by the board to function as an endowment for the long-term support of the organization. The endowment was $2,875,317 as of december 31, 2016.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in cash value of life insurance of $6 excluded - form 990, part viii

Raw XML AppendixShowing 400 of 573 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/BOYAmt013686
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016384
IRS990/AccountsReceivableGrp/BOYAmt08285
IRS990/AccountsReceivableGrp/EOYAmt09437
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PERINATAL FOUNDATION WILL BE THE LEADING PHILANTHROPIC ORGANIZATION PROMOTING EXCELLENCE IN PERINATAL HEALTH CARE OF WOMEN, BABIES, AND FAMILIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt056
IRS990/AdvertisingGrp/TotalAmt056
IRS990/AllOtherContributionsAmt022324
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANN E CONWAY
IRS990/BooksInCareOfDetail/PhoneNum06082855858
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 S PATERSON STREET SUITE 250
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053703
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0110608
IRS990/CashNonInterestBearingGrp/EOYAmt090192
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt06863
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0305
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0184
IRS990/ConferencesMeetingsGrp/TotalAmt07352
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt08927
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt031251
IRS990/CYGrantsAndSimilarPaidAmt074536
IRS990/CYInvestmentIncomeAmt0117332
IRS990/CYOtherExpensesAmt0125217
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01689
IRS990/CYRevenuesLessExpensesAmt0-49481
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0199753
IRS990/CYTotalFundraisingExpenseAmt024608
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0150272
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt080
IRS990/DeferredRevenueGrp/EOYAmt060
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01201
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01009
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0270
IRS990/DepreciationDepletionGrp/TotalAmt02480
IRS990/Desc0THE PERINATAL FOUNDATION IS A SUPPORTING ORGANIZATION OF THE WISCONSIN ASSOCIATION FOR PERINATAL CARE (WAPC). AN UNRESTRICTED EDUCATIONAL GRANT OF $55,840 WAS DISTRIBUTED DURING 2016. THE GRANT ENABLED WAPC TO TAKE THE LEAD IN THE FORMATION OF THE WISCONSIN PERINATAL QUALITY COLLABORATIVE AND TO CONTINUE UPGRADES AND ENHANCEMENTS TO PERIDATA.NET. IN ADDITION, FUNDING OF $55,840 WAS PROVIDED FOR STAFFING COSTS WHICH SUPPORT PERINATAL PROGRAMS. OF THIS AMOUNT, $27,714 WAS ALLOCATED TO PROGRAM SERVICE EXPENSE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt083554
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07205
IRS990/FeesForServicesAccountingGrp/TotalAmt07205
IRS990/FeesForServicesOtherGrp/FundraisingAmt0696
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0119
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt060
IRS990/FeesForServicesOtherGrp/TotalAmt0875
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018268
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018268
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt634.00
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/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt126.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/PersonNm0CHRIS VAN MULLEM RNC MS
IRS990/Form990PartVIISectionAGrp/PersonNm1JON KAMMERZELT
IRS990/Form990PartVIISectionAGrp/PersonNm2RUSSELL S KIRBY PHD MS FACE
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLENE GALSTON RNC BSN ME-PD IBCL
IRS990/Form990PartVIISectionAGrp/PersonNm4ANN EBERT PHARMD
IRS990/Form990PartVIISectionAGrp/PersonNm5PHILLIP NIELSEN MSW
IRS990/Form990PartVIISectionAGrp/PersonNm6JON D GOLDSTEIN BS MS CFP CHFP CLU
IRS990/Form990PartVIISectionAGrp/PersonNm7THERESA M ELLIOTT BS
IRS990/Form990PartVIISectionAGrp/PersonNm8AMANDA LEIPOLD JD MPH
IRS990/Form990PartVIISectionAGrp/PersonNm9JEAN MOSHER CPA
IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL J NEARY MD
IRS990/Form990PartVIISectionAGrp/PersonNm11FREDRIK BROEKHUIZEN MD
IRS990/Form990PartVIISectionAGrp/PersonNm12ANN E CONWAY RN MS MPA
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/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/ReportableCompFromRltdOrgAmt12101675
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2NOMINATING COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5WAPC REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10WAPC REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt08927
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt051355
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt055840
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt013196
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt013196
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt061340
IRS990/GrantsToDomesticOrgsGrp/TotalAmt061340
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01021500
IRS990/GrossReceiptsAmt01120417
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt07440
IRS990/IntangibleAssetsGrp/EOYAmt04960
IRS990/InvestmentIncomeGrp/ExclusionAmt065977
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065977
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02864879
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03096081
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021950
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt021950
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0970145
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE PERINATAL FOUNDATION IS TO SECURE & PROVIDE RESOURCES TO IMPROVE THE HEALTH OF BABIES, MOTHERS & FAMILIES FROM PRECONCEPTION TO EARLY CHILDHOOD. THE FOUNDATION PURSUES THIS MISSION BY IDENTIFYING CURRENT & EMERGING NEEDS ACROSS (SEE SCHEDULE O) THE SPECTRUM OF PERINATAL HEALTH CONCERNS & WORKING COLLABORATIVELY WITH WAPC TO PROMOTE & IMPLEMENT EFFECTIVE PERINATAL PRACTICES; SECURING & MANAGING THE RESOURCES THAT MAKE THE FOUNDATION'S WORK POSSIBLE & AWARDING GRANTS IN SUPPORT OF RESEARCH, EDUCATION & MODEL PROJECTS. THE FOUNDATION WAS ESTABLISHED IN 1985. SIGNIFICANT ACCOMPLISHMENTS IN 2016 INCLUDE: PROVIDING SCHOLARSHIPS AT THREE COLLEGES/UNIVERSITIES; FUNDING THE THOMAS A. LEONARD, M D, LECTURE AT THE WAPC ANNUAL CONFERENCE; PROVIDING AN UNRESTRICTED EDUCATIONAL GRANT TO WAPC FOR PERINATAL PROGRAMS; & PROVIDING PROGRAMMATIC FUNDING FOR A WEB SITE FOR THE FETAL MONITORING CURRICULUM.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03239945
IRS990/NetAssetsOrFundBalancesEOYAmt03302536
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051355
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051355
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0112066
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt023598
IRS990/OccupancyGrp/TotalAmt023598
IRS990/OfficeExpensesGrp/FundraisingAmt01723
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01088
IRS990/OfficeExpensesGrp/ProgramServicesAmt03126
IRS990/OfficeExpensesGrp/TotalAmt05937
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02535
IRS990/OtherAssetsTotalGrp/EOYAmt02541
IRS990/OtherChangesInNetAssetsAmt06
IRS990/OtherExpensesGrp/Desc0STAFF DEVELOPMENT / TRA
IRS990/OtherExpensesGrp/Desc1ALLOCATED PERSONNEL COS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS FEES
IRS990/OtherExpensesGrp/FundraisingAmt013819
IRS990/OtherExpensesGrp/FundraisingAmt1292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014307
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12282
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2592
IRS990/OtherExpensesGrp/ProgramServicesAmt027714
IRS990/OtherExpensesGrp/ProgramServicesAmt1323
IRS990/OtherExpensesGrp/TotalAmt055840
IRS990/OtherExpensesGrp/TotalAmt12282
IRS990/OtherExpensesGrp/TotalAmt21207
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03133
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02191
IRS990/PrincipalOfficerNm0ANN E CONWAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01668
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01668
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PERINATAL FOUNDATION PROVIDED $11,500 TO CHILD CARE CENTERS AT THREE WISCONSIN COLLEGES TO ASSIST WITH PAYMENT OF CHILD CARE EXPENSES FOR STUDENTS IN HEALTH-RELATED FIELDS OF STUDY. THETHREE COLLEGES INCLUDE THE UNIVERSITY OF WISCONSIN - MILWAUKEE, UNIVERSITY OF WISCONSIN - EAU CLAIRE, AND MADISON COLLEGE. THE COLLEGES SELECT THE STUDENT BENEFICIARIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt011500
IRS990/ProgSrvcAccomActy3Grp/Desc0THE PERINATAL FOUNDATION PROVIDED A PROGRAM GRANT OF $5,500 TO WAPC FOR FETAL MONITORING WEBSITE MAINTENANCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt05659
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01696
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01689
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt030043
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt067649
IRS990/PYInvestmentIncomeAmt0157247
IRS990/PYOtherExpensesAmt0128251
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02903
IRS990/PYRevenuesLessExpensesAmt0-5707
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0195900
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0190193
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-49481
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0256831
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113578
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391363820
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0117180
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WAPC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0117180
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02864879
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt080877
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03096081
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt013196
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0163521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03147490
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt069427
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02864879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt012953
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-33941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0305144
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03180456
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt075148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03147490
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt012909
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118186
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0213391
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02901565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt09563
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03180456
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt011000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0533527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0253199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02946579
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03555
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02901565
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt011828
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0324239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0360980
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt04050
IRS990ScheduleD/DonatedServicesUseFcltsAmt04050
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02717
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02717
IRS990ScheduleD/ExpensesNotReportedAmt04050
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0199753
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0112066
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.01$3.91$0.27$0.25$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.89$0.06$3.83$0.22$0.31$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.02$3.70$0.25$0.31$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.46$0.39$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.07$0.26$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.03$3.88$0.22$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.04$3.33$0.33$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.60$0.02$3.58$0.16$0.21$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.32$0.02$3.30$0.15$0.20$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.25$0.01$3.24$0.19$0.20$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.03$3.37$0.27$0.24$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.40$0.01$3.38$0.24$0.26$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.02$3.06$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.06$2.95$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.02$3.24$0.22