Civic Intelligence

Project Access Inc.

990 • Fiscal year 2019 • EIN 39-1670497

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 02, 2020

Organization Profilewww.projectaccessinc.org

View Organization Page

823 South 60th StreetMilwaukee, WI 53214

(414) 456-1155

Siviq Scores

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

Liabilities / Assets

57th percentile

0.22x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.15x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

62nd percentile

7.3%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$273,151

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-4.2%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$3,827,559

Up $651,240 (+21%) from 2018

Net Assets

Up

$2,989,184

Up $603,298 (+25%) from 2018

Liabilities

Up

$838,375

Up $47,942 (+6.1%) from 2018

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin62nd percentile

Revenue

Down

$5,617,784

Down $244,033 (-4.2%) from 2018

Expenses

Down

$5,209,179

Down $494,208 (-8.7%) from 2018

Net Income

Up

$408,605

Up $250,175 (+158%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,843,822Liabilities 2011: $432,739Net Assets 2011: $1,411,0832011Assets 2012: $1,945,386Liabilities 2012: $359,537Net Assets 2012: $1,585,8492012Assets 2013: $2,042,449Liabilities 2013: $345,615Net Assets 2013: $1,696,8342013Assets 2014: $2,298,244Liabilities 2014: $460,568Net Assets 2014: $1,837,6762014Assets 2015: $2,599,839Liabilities 2015: $625,253Net Assets 2015: $1,974,5862015Assets 2016: $2,735,462Liabilities 2016: $615,584Net Assets 2016: $2,119,8782016Assets 2017: $2,897,578Liabilities 2017: $607,906Net Assets 2017: $2,289,6722017Assets 2018: $3,176,319Liabilities 2018: $790,433Net Assets 2018: $2,385,8862018Assets 2019: $3,827,559Liabilities 2019: $838,375Net Assets 2019: $2,989,1842019Assets 2020: $4,773,621Liabilities 2020: $1,206,672Net Assets 2020: $3,566,9492020Assets 2021: $5,986,251Liabilities 2021: $1,496,174Net Assets 2021: $4,490,0772021Assets 2022: $5,924,922Liabilities 2022: $1,528,999Net Assets 2022: $4,395,9232022Assets 2023: $6,483,726Liabilities 2023: $1,473,429Net Assets 2023: $5,010,2972023Assets 2024: $6,511,899Liabilities 2024: $1,164,835Net Assets 2024: $5,347,0642024

Highlighted filing

2019

Assets$3,827,559
Liabilities$838,375
Net Assets$2,989,184
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

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

$15M$10M$5.0M$0Revenue 2011: $2,995,224Expenses 2011: $2,785,210Net Income 2011: $210,0142011Revenue 2012: $3,062,228Expenses 2012: $2,887,461Net Income 2012: $174,7672012Revenue 2013: $3,000,794Expenses 2013: $2,920,481Net Income 2013: $80,3132013Revenue 2014: $3,333,808Expenses 2014: $3,213,902Net Income 2014: $119,9062014Revenue 2015: $3,982,513Expenses 2015: $3,721,138Net Income 2015: $261,3752015Revenue 2016: $4,115,936Expenses 2016: $4,022,899Net Income 2016: $93,0372016Revenue 2017: $4,589,071Expenses 2017: $4,503,972Net Income 2017: $85,0992017Revenue 2018: $5,861,817Expenses 2018: $5,703,387Net Income 2018: $158,4302018Revenue 2019: $5,617,784Expenses 2019: $5,209,179Net Income 2019: $408,6052019Revenue 2020: $6,276,618Expenses 2020: $6,024,024Net Income 2020: $252,5942020Revenue 2021: $7,804,429Expenses 2021: $7,296,226Net Income 2021: $508,2032021Revenue 2022: $9,043,333Expenses 2022: $8,606,317Net Income 2022: $437,0162022Revenue 2023: $10,324,831Expenses 2023: $10,006,870Net Income 2023: $317,9612023Revenue 2024: $10,311,930Expenses 2024: $10,248,983Net Income 2024: $62,9472024

Highlighted filing

2019

Revenue$5,617,784
Expenses$5,209,179
Net Income$408,605
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 2, 2020
Return Version
2019v5.1
Gross Receipts
$5,876,943
Mission and Program Overview

Mission

To provide treatment to people with mental health needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,258,546$2,257,144▲ $998,598
Cash and Non-Interest-Bearing Accounts$975,011$989,769▲ $14,758
Accounts Receivable$729,795$309,438▼ $420,357
Land, Buildings, and Equipment, Net$32,583$27,252▼ $5,331
Prepaid Expenses and Deferred Charges$16,125$11,166▼ $4,959
Total Assets$3,176,319$3,827,559▲ $651,240
Other Assets Total$164,259$232,790▲ $68,531
Liabilities
Accounts Payable and Accrued Expenses$626,174$605,585▼ $20,589
Other Liabilities$164,259$232,790▲ $68,531
Total Liabilities$790,433$838,375▲ $47,942
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,385,886$2,989,184▲ $603,298
Total Net Assets Fund Balance$2,385,886$2,989,184▲ $603,298
Total Liabilities and Net Assets / Fund Balance$3,176,319$3,827,559▲ $651,240

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,252$33,848$61,100
Other Assets Org$232,790--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Guangchang ZhongPresident/CEOFT$167,128$106,023$273,151
Vicki ProvencherHighly Compensated EmployeeFT$108,306$14,062$122,368

Board Members and Trustees

NameTitle
Paul RadomskiPresident
Mingtao Jiang PhDDirector
Todd ElmerDirector
Amy Coenen PhDSecretary
Chris SperryVP/ Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
RFLP Subsidiary LLCRent732 N Jackson St Suite 300, Milwaukee, WI 53202$102,970
Revenue and Support

Revenue Composition

Contributions and Grants
$1,049,723
Program Service Revenue
$4,485,433
Investment Income
$66,822
Other Revenue
$15,806
Change in Net Assets
$408,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,610,833
Revenue Not Reported on Financial Statements
$6,951
Revenue Not Reported on Form 990
$194,693
Total Revenue per Audited Statements
$5,805,526
Total Revenue per Form 990
$5,617,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,495,942
Other Expenses$713,237
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,082,946$88,707-$3,171,653
Other Employee Benefits$483,515$10,111-$493,626
Pension Plan Contributions$313,101$6,266-$319,367
Current Officers, Directors, Trustees, and Key Employees$188,420$84,731-$273,151
Payroll Taxes$226,903$11,242-$238,145
Travel$203,287--$203,287
Occupancy$108,576$12,064-$120,640
Fees for Services Other$95,319--$95,319
Fees for Services Accounting-$75,960-$75,960
All Other Expenses$49,628$252-$49,880
Office Expenses$41,640$3,506-$45,146
Other Expenses$15,322$1,702-$17,024
Insurance$15,096$1,677-$16,773
Fees for Service Investment Mgmnt Fees-$6,951-$6,951
Depreciation Depletion$4,798$533-$5,331
Conferences and Meetings$1,143$127-$1,270
Total Functional Expenses$4,899,669$309,510$0$5,209,179

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,209,179
Expenses per Audited Statements$5,202,228
Total Expenses per Audited Statements$5,202,228
Expenses Not Reported on Financial Statements$6,951
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$232,790
Client Trust-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“COMPENSATION OF EXECUTIVE DIRECTOR To determine compensation, an Executive session of the Board is held. The Board is provided salary data from the Management Association and also consults an expert in the non-profit field. The process is documented in the minutes of the Executive session.”

Form 990, Part VI, Section C, Line 19

“PUBLIC AVAILABILITY OF DOCUMENTS Governing documents, conflicts of interest policy and financial statements are available upon request.”

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

“990 REVIEW PROCESS The 990 is reviewed by the BOD and executive director.”

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

“CONFLICT OF INTEREST POLICY MONITORING At the beginning of each year all board members are required to sign a conflict of interest statement that they understand they are to disclose any conflicts.”

Filing and Contact Details

Filer

Filer Name
Project Access Inc
EIN
39-1670497
Phone
4144561155
Address
823 South 60th Street, Milwaukee, WI 53214

Signing Officer

Name
Paul Radomski
Title
President
Signed
2020-07-02
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
83
Volunteers
5

Preparer

Firm
O'Leary & Anick
Address
11933 W Burleigh Street Ste 100, Wauwatosa, WI 53222
Preparer
Christine Daws
Phone
4147740300
Raw XML AppendixShowing 400 of 471 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0626174
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0605585
IRS990/AccountsReceivableGrp/BOYAmt0729795
IRS990/AccountsReceivableGrp/EOYAmt0309438
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide treatment to people with mental health needs.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0252
IRS990/AllOtherExpensesGrp/ProgramServicesAmt049628
IRS990/AllOtherExpensesGrp/TotalAmt049880
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0O'Leary Anick
IRS990/BooksInCareOfDetail/PhoneNum04147740300
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011933 W Burleigh Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wauwatosa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053222
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0975011
IRS990/CashNonInterestBearingGrp/EOYAmt0989769
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt084731
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0188420
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0273151
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0127
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01143
IRS990/ConferencesMeetingsGrp/TotalAmt01270
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0102970
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0732 N Jackson St Suite 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Milwaukee
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053202
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0RFLP Subsidiary LLC
IRS990/ContractorCompensationGrp/ServicesDesc0Rent
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01049723
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt066822
IRS990/CYOtherExpensesAmt0713237
IRS990/CYOtherRevenueAmt015806
IRS990/CYProgramServiceRevenueAmt04485433
IRS990/CYRevenuesLessExpensesAmt0408605
IRS990/CYSalariesCompEmpBnftPaidAmt04495942
IRS990/CYTotalExpensesAmt05209179
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05617784
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0533
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04798
IRS990/DepreciationDepletionGrp/TotalAmt05331
IRS990/Desc0Care Management Program- Is a comprehensive, innovative program administered by the Milwaukee County Department of Family Care. Working with the Department, Project Access is a leader in helping older adults maintain their independence while receiving needed health and social services.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt083
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0794665
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt075960
IRS990/FeesForServicesAccountingGrp/TotalAmt075960
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt095319
IRS990/FeesForServicesOtherGrp/TotalAmt095319
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06951
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06951
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt035632
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt114062
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Guangchang Zhong
IRS990/Form990PartVIISectionAGrp/PersonNm1Vicki Provencher
IRS990/Form990PartVIISectionAGrp/PersonNm2Mingtao Jiang PhD
IRS990/Form990PartVIISectionAGrp/PersonNm3Paul Radomski
IRS990/Form990PartVIISectionAGrp/PersonNm4Amy Coenen PhD
IRS990/Form990PartVIISectionAGrp/PersonNm5Chris Sperry
IRS990/Form990PartVIISectionAGrp/PersonNm6Todd Elmer
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0237519
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1108306
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Highly Compensated Employee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP/ Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt016150
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt01049723
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0275309
IRS990/GrossReceiptsAmt05876943
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01677
IRS990/InsuranceGrp/ProgramServicesAmt015096
IRS990/InsuranceGrp/TotalAmt016773
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt050672
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050672
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01258546
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02257144
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033848
IRS990/LandBldgEquipBasisNetGrp/BOYAmt032583
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027252
IRS990/LandBldgEquipCostOrOtherBssAmt061100
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0259159
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide treatment to people with mental health needs.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02385886
IRS990/NetAssetsOrFundBalancesEOYAmt02989184
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016150
IRS990/NetUnrlzdGainsLossesInvstAmt0194693
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02385886
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02989184
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt012064
IRS990/OccupancyGrp/ProgramServicesAmt0108576
IRS990/OccupancyGrp/TotalAmt0120640
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03506
IRS990/OfficeExpensesGrp/ProgramServicesAmt041640
IRS990/OfficeExpensesGrp/TotalAmt045146
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0164259
IRS990/OtherAssetsTotalGrp/EOYAmt0232790
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010111
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0483515
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0493626
IRS990/OtherExpensesGrp/Desc0Medicaid Processing Fees
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Equipment rental and maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04971
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21702
IRS990/OtherExpensesGrp/ProgramServicesAmt018844
IRS990/OtherExpensesGrp/ProgramServicesAmt144738
IRS990/OtherExpensesGrp/ProgramServicesAmt26393
IRS990/OtherExpensesGrp/ProgramServicesAmt315322
IRS990/OtherExpensesGrp/TotalAmt018844
IRS990/OtherExpensesGrp/TotalAmt149709
IRS990/OtherExpensesGrp/TotalAmt27103
IRS990/OtherExpensesGrp/TotalAmt317024
IRS990/OtherLiabilitiesGrp/BOYAmt0164259
IRS990/OtherLiabilitiesGrp/EOYAmt0232790
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015806
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015806
IRS990/OtherRevenueTotalAmt015806
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088707
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03082946
IRS990/OtherSalariesAndWagesGrp/TotalAmt03171653
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011242
IRS990/PayrollTaxesGrp/ProgramServicesAmt0226903
IRS990/PayrollTaxesGrp/TotalAmt0238145
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06266
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0313101
IRS990/PensionPlanContributionsGrp/TotalAmt0319367
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016125
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011166
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Guangchang Zhong
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Medicaid Program Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04485433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04485433
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Support Program- This program is certified by the State of Wisconsin and partners with the Milwaukee County Behavioral Health Division to provide intensive treatment and recovery services for adults living in the community.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03050910
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03352278
IRS990/ProgSrvcAccomActy3Grp/Desc0Comprehensive Community Service Other - CCS is a recovery-focused, integrated behavioral health progrm for adults with severe mental illness and/or substance use disorders and children with severe emotional disturbance. CCS is a community-based program in which the majority of services are provided in clients homes and communities. It provides a coordinated and comprehensive array of recovery services, treatment, and psychosocial rehabilitation services that assist individuals to utilize professional, community, and natural supports to address their needs.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01054094
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01133155
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03838409
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt049631
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0864299
IRS990/PYOtherRevenueAmt011256
IRS990/PYProgramServiceRevenueAmt01962521
IRS990/PYRevenuesLessExpensesAmt0158430
IRS990/PYSalariesCompEmpBnftPaidAmt04839088
IRS990/PYTotalExpensesAmt05703387
IRS990/PYTotalRevenueAmt05861817
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0408605
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01049723
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03838409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03237079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02969480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02908144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014002835
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt066822
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt050685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt035763
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt042010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0224780
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09846659
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt011253
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt039024
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt025456
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02359
IRS990ScheduleA/OtherIncome170Grp/TotalAmt093898
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97770
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.98210
IRS990ScheduleA/PublicSupportTotal170Amt014002835
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01049723
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03838409
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03237079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02969480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02908144
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014002835
IRS990ScheduleA/TotalSupportAmt014321513
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt027252
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033848
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt061100
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06951
IRS990ScheduleD/ExpensesSubtotalAmt05202228
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06951
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06951
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0194693
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0232790
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Client Trust
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0232790
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Client Trust
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt0194693
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt06951
IRS990ScheduleD/RevenueSubtotalAmt05610833
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027252
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0232790
IRS990ScheduleD/TotalExpensesPerForm990Amt05209179
IRS990ScheduleD/TotalLiabilityAmt0232790
IRS990ScheduleD/TotalRevenuePerForm990Amt05617784
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05805526
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05202228
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0true
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0167128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount070391
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt017435
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018197
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Guangchang Zhong
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0273151
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Bonus and incentive compensation is awarded to employees of the organization based on the net earnings for the period.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 6a
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF EXECUTIVE DIRECTOR To determine compensation, an Executive session of the Board is held. The Board is provided salary data from the Management Association and also consults an expert in the non-profit field. The process is documented in the minutes of the Executive session.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PUBLIC AVAILABILITY OF DOCUMENTS Governing documents, conflicts of interest policy and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 REVIEW PROCESS The 990 is reviewed by the BOD and executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY MONITORING At the beginning of each year all board members are required to sign a conflict of interest statement that they understand they are to disclose any conflicts.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03176319
IRS990/TotalAssetsEOYAmt03827559
IRS990/TotalAssetsGrp/BOYAmt03176319
IRS990/TotalAssetsGrp/EOYAmt03827559

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,827,559
Liabilities
$838,375
Net assets
$2,989,184
Revenue
$5,617,784
Expenses
$5,209,179
Net income
$408,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.51$1.16$5.35$10.3$10.2$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.48$1.47$5.01$10.3$10.0$0.32
2022Detailed filing. Detailed filing data is available for this year.$5.92$1.53$4.40$9.04$8.61$0.44
2021Detailed filing. Detailed filing data is available for this year.$5.99$1.50$4.49$7.80$7.30$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.77$1.21$3.57$6.28$6.02$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.83$0.84$2.99$5.62$5.21$0.41
2018Summary only. Only limited summary data is available for this year.$3.18$0.79$2.39$5.86$5.70$0.16
2017Summary only. Only limited summary data is available for this year.$2.90$0.61$2.29$4.59$4.50$0.09
2016Summary only. Only limited summary data is available for this year.$2.74$0.62$2.12$4.12$4.02$0.09
2015Summary only. Only limited summary data is available for this year.$2.60$0.63$1.97$3.98$3.72$0.26
2014Summary only. Only limited summary data is available for this year.$2.30$0.46$1.84$3.33$3.21$0.12
2013Summary only. Only limited summary data is available for this year.$2.04$0.35$1.70$3.00$2.92$0.08
2012Summary only. Only limited summary data is available for this year.$1.95$0.36$1.59$3.06$2.89$0.17
2011Summary only. Only limited summary data is available for this year.$1.84$0.43$1.41$3.00$2.79$0.21