Civic Intelligence

Junior League of Madison Inc

EIN 39-1620556 • 501(c)3 • Madison, WI

Profile

The junior league of madison, inc. Is an organization of women committeed to promoting volunteerism, developing the potential of women, and improving the community through the effective actions and leadership of trained volunteers. Its purpose is exclusively educational and charitable.

PO Box 5049Madison, WI 53705

juniorleagueofmadison.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

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

501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.35x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$603,210

Up $30,370 (+5.3%) from 2020

Liabilities

Up

$10,317

Up $5,382 (+109%) from 2020

Net Assets

Up

$592,893

Up $24,988 (+4.4%) from 2020

Revenue

Down

$29,626

Down $4,627 (-14%) from 2020

Expenses

Down

$26,120

Down $14,362 (-35%) from 2020

Net Income

Up

$3,506

Up $9,735 (+156%) from 2020

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $244,564Liabilities 2011: $15,799Net Assets 2011: $228,7652011Assets 2012: $252,457Liabilities 2012: $15,689Net Assets 2012: $236,7682012Assets 2013: $268,527Liabilities 2013: $12,702Net Assets 2013: $255,8252013Assets 2014: $311,373Liabilities 2014: $16,429Net Assets 2014: $294,9442014Assets 2015: $296,956Liabilities 2015: $18,286Net Assets 2015: $278,6702015Assets 2016: $276,639Liabilities 2016: $13,027Net Assets 2016: $263,6122016Assets 2017: $257,268Liabilities 2017: $9,135Net Assets 2017: $248,1332017Assets 2018: $610,578Liabilities 2018: $7,643Net Assets 2018: $602,9352018Assets 2019: $588,062Liabilities 2019: $11,065Net Assets 2019: $576,9972019Assets 2020: $572,840Liabilities 2020: $4,935Net Assets 2020: $567,9052020Assets 2021: $603,210Liabilities 2021: $10,317Net Assets 2021: $592,8932021

Highlighted filing

2021

Assets$603,210
Liabilities$10,317
Net Assets$592,893

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $99,307Expenses 2011: $89,504Net Income 2011: $9,8032011Revenue 2012: $90,045Expenses 2012: $82,042Net Income 2012: $8,0032012Revenue 2013: $92,345Expenses 2013: $65,452Net Income 2013: $26,8932013Revenue 2014: $119,857Expenses 2014: $80,737Net Income 2014: $39,1202014Revenue 2015: $80,351Expenses 2015: $96,625Net Income 2015: -$16,2742015Revenue 2016: $77,375Expenses 2016: $88,798Net Income 2016: -$11,4232016Revenue 2017: $83,095Expenses 2017: $107,629Net Income 2017: -$24,5342017Revenue 2018: $494,655Expenses 2018: $145,845Net Income 2018: $348,8102018Revenue 2019: $70,199Expenses 2019: $98,390Net Income 2019: -$28,1912019Revenue 2020: $34,253Expenses 2020: $40,482Net Income 2020: -$6,2292020Revenue 2021: $29,626Expenses 2021: $26,120Net Income 2021: $3,5062021

Highlighted filing

2021

Revenue$29,626
Expenses$26,120
Net Income$3,506

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 8, 2022
Return Version
2020v4.2
Gross Receipts
$29,726
Mission and Program Overview

Mission

To promote volunteerism in order to improve the community through the effective action and leadership of trained volunteers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$445,736$445,895▲ $159
Cash and Non-Interest-Bearing Accounts$31,084$44,246▲ $13,162
Investments in Publicly Traded Securities$13,383$13,390▲ $7
Inventories for Sale or Use$7,260$7,160▼ $100
Prepaid Expenses and Deferred Charges$1,071$1,071→ $0
Accounts Receivable$220$0▼ $220
Total Assets$572,840$603,210▲ $30,370
Other Assets Total$74,086$91,448▲ $17,362
Liabilities
Deferred Revenue$4,221$9,867▲ $5,646
Accounts Payable and Accrued Expenses$714$450▼ $264
Total Liabilities$4,935$10,317▲ $5,382
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$567,905$592,893▲ $24,988
Total Net Assets Fund Balance$567,905$592,893▲ $24,988
Total Liabilities and Net Assets / Fund Balance$572,840$603,210▲ $30,370

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$91,448--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$74,086-▲ $18,471-$91,448
2020$75,330-▼ $382-$74,086
2019$73,939-▲ $2,219-$75,330
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elizabeth PurcellNominating Chair
Jocelyn BraunPresident
Jen BrydgesPresident Elect
Kate KarrePresident Elect-elect
Sam SullivanVP Communications
Erica MartinVP Community
Linsey LaufenbergVP Finance
Marissa YoungVP Membership
Revenue and Support

Revenue Composition

Contributions and Grants
$24,193
Program Service Revenue
$0
Investment Income
$4,677
Other Revenue
$756
All Other Contributions
$3,558
Change in Net Assets
$3,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$4,793-$4,793
Office Expenses$1,806$774-$2,580
Occupancy-$2,250-$2,250
Fees for Services Accounting-$2,219-$2,219
Fees for Service Investment Mgmnt Fees-$1,883-$1,883
Other Expenses$700$352-$1,052
All Other Expenses-$488-$488
Advertising$200--$200
Total Functional Expenses$11,933$14,187$0$26,120
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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
No

Governance Explanations

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

The finance vice-president and the independent accountant review the 990 prior to distributing to the varous committee's and board.

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

The policies are reviewed on an annual basis.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Junior League of Madison Inc
EIN
39-1620556
Phone
6082128985
Address
PO BOX 5049, MADISON, WI 53705

Signing Officer

Name
Ellyn Schmelz
Title
Financial Vice President
Phone
6082128985
Signed
2022-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellyn Schmelz
Formed
1988
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

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 XI, LINE 9:

Adjust beginning net assets to actual -4,530.

Financial Statement Notes

PART V, LINE 4:

Distributions from the endowment are used to support the organization's community programming and members' leadership development.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021965
IRS990ScheduleA/InvestmentIncomeCYPct00.06210
IRS990ScheduleA/InvestmentIncomePYPct00.04190
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0340
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0196
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01637
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02173
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93180
IRS990ScheduleA/PublicSupportPY509Pct00.95280
IRS990ScheduleA/PublicSupportTotal509Amt0329772
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088330
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt093404
IRS990ScheduleA/Total509Grp/TotalAmt0329772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt076928
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095301
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0353910
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01109
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt074086
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt091448
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt018471
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0862
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt075330
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt074086
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-382
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0828
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt073939
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt075330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02219
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt091448
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MADISON COMMUNITY FOUNDATION ENDOWMENT FUND
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DISTRIBUTIONS FROM THE ENDOWMENT ARE USED TO SUPPORT THE ORGANIZATION'S COMMUNITY PROGRAMMING AND MEMBERS' LEADERSHIP DEVELOPMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt091448
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCE VICE-PRESIDENT AND THE INDEPENDENT ACCOUNTANT REVIEW THE 990 PRIOR TO DISTRIBUTING TO THE VAROUS COMMITTEE'S AND BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICIES ARE REVIEWED ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUST BEGINNING NET ASSETS TO ACTUAL -4,530.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0572840
IRS990/TotalAssetsEOYAmt0603210
IRS990/TotalAssetsGrp/BOYAmt0572840
IRS990/TotalAssetsGrp/EOYAmt0603210
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt024193
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014187
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011933
IRS990/TotalFunctionalExpensesGrp/TotalAmt026120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04935
IRS990/TotalLiabilitiesEOYAmt010317
IRS990/TotalLiabilitiesGrp/BOYAmt04935
IRS990/TotalLiabilitiesGrp/EOYAmt010317
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0567905
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0592893
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011933
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04677
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0756
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029626
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0572840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0603210
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5049
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053705
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0JUNIORLEAGUEOFMADISON.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLYN SCHMELZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06082128985
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUNIOR LEAGUE OF MADISON INC
ReturnHeader/Filer/BusinessNameControlTxt0JUNI
ReturnHeader/Filer/EIN0391620556
ReturnHeader/Filer/PhoneNum06082128985
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5049
ReturnHeader/Filer/USAddress/CityNm0MADISON

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