Civic Intelligence

Milwaukee B'Nai B'Rith Non-Profit

990 • Fiscal year 2020 • EIN 39-1677457

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

7400 West Brown Deer RoadMilwaukee, WI 53223

(414) 362-7240

Siviq Scores

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

Liabilities / Assets

97th percentile

2.46x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

2.99x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

6.5%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$402,424

Up $12,410 (+3.2%) from 2019

Net Assets

Up

-$588,616

Up $56,923 (+8.8%) from 2019

Liabilities

Down

$991,040

Down $44,513 (-4.3%) from 2019

Revenue

Up

$330,977

Up $20,257 (+6.5%) from 2019

Expenses

Down

$274,051

Down $3,651 (-1.3%) from 2019

Net Income

Up

$56,926

Up $23,908 (+72%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2011: $578,457Liabilities 2011: $1,269,345Net Assets 2011: -$690,8882011Assets 2012: $529,503Liabilities 2012: $1,251,471Net Assets 2012: -$721,9682012Assets 2013: $486,726Liabilities 2013: $1,229,039Net Assets 2013: -$742,3132013Assets 2014: $450,687Liabilities 2014: $1,206,245Net Assets 2014: -$755,5582014Assets 2015: $417,738Liabilities 2015: $1,176,906Net Assets 2015: -$759,1682015Assets 2016: $401,436Liabilities 2016: $1,155,352Net Assets 2016: -$753,9162016Assets 2017: $373,574Liabilities 2017: $1,108,693Net Assets 2017: -$735,1192017Assets 2018: $393,359Liabilities 2018: $1,071,917Net Assets 2018: -$678,5582018Assets 2019: $390,014Liabilities 2019: $1,035,553Net Assets 2019: -$645,5392019Assets 2020: $402,424Liabilities 2020: $991,040Net Assets 2020: -$588,6162020Assets 2021: $390,317Liabilities 2021: $933,899Net Assets 2021: -$543,5822021Assets 2022: $426,081Liabilities 2022: $902,103Net Assets 2022: -$476,0222022Assets 2023: $446,424Liabilities 2023: $850,553Net Assets 2023: -$404,1292023Assets 2024: $490,547Liabilities 2024: $796,210Net Assets 2024: -$305,6632024

Highlighted filing

2020

Assets$402,424
Liabilities$991,040
Net Assets-$588,616

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $301,0142011Expenses 2012: $298,0352012Revenue 2013: $269,047Expenses 2013: $289,392Net Income 2013: -$20,3452013Revenue 2014: $275,149Expenses 2014: $288,393Net Income 2014: -$13,2442014Revenue 2015: $287,339Expenses 2015: $290,948Net Income 2015: -$3,6092015Revenue 2016: $292,792Expenses 2016: $287,539Net Income 2016: $5,2532016Revenue 2017: $300,959Expenses 2017: $282,160Net Income 2017: $18,7992017Revenue 2018: $305,470Expenses 2018: $248,909Net Income 2018: $56,5612018Revenue 2019: $310,720Expenses 2019: $277,702Net Income 2019: $33,0182019Revenue 2020: $330,977Expenses 2020: $274,051Net Income 2020: $56,9262020Revenue 2021: $311,326Expenses 2021: $266,293Net Income 2021: $45,0332021Revenue 2022: $324,094Expenses 2022: $256,534Net Income 2022: $67,5602022Revenue 2023: $341,787Expenses 2023: $269,894Net Income 2023: $71,8932023Revenue 2024: $360,296Expenses 2024: $261,830Net Income 2024: $98,4662024

Highlighted filing

2020

Revenue$330,977
Expenses$274,051
Net Income$56,926
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Gross Receipts
$330,977
Mission and Program Overview

Mission

To provide safe and affordable housing for elderly individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$236,817$225,844▼ $10,973
Cash and Non-Interest-Bearing Accounts$28,011$18,366▼ $9,645
Intangible Assets$19,135$17,939▼ $1,196
Prepaid Expenses and Deferred Charges-$6,272-
Accounts Receivable$1,751$1,255▼ $496
Total Assets$390,014$402,424▲ $12,410
Other Assets Total$104,300$132,748▲ $28,448
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,006,142$965,089▼ $41,053
Accounts Payable and Accrued Expenses$17,218$13,614▼ $3,604
Other Liabilities$11,129$11,438▲ $309
Deferred Revenue$1,064$899▼ $165
Total Liabilities$1,035,553$991,040▼ $44,513
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-645,539$-588,616▲ $56,923
Total Net Assets Fund Balance$-645,539$-588,616▲ $56,923
Total Liabilities and Net Assets / Fund Balance$390,014$402,424▲ $12,410

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$125,776$1,289,163$1,414,939
Land$96,440-$96,440
Equipment$3,628$21,536$25,164
Other Assets Org$32--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Ronald Z ArnoldPresident
Alan L LessackDirector
Allan JacobsDirector
Shel MarcusDirector
Steve PassDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$303,681
Investment Income
$756
Other Revenue
$26,540
Change in Net Assets
$56,926

Audited Revenue Reconciliation

Revenue per Audited Statements
$330,977
Total Revenue per Audited Statements
$330,977
Total Revenue per Form 990
$330,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$274,051
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
Interest$50,434--$50,434
Fees for Services Other-$34,732-$34,732
Insurance$26,014--$26,014
Fees for Services Management-$21,600-$21,600
All Other Expenses$10,743$4,032-$14,775
Depreciation Depletion$12,169--$12,169
Fees for Services Accounting-$11,800-$11,800
Office Expenses-$8,744-$8,744
Other Expenses$5,863--$5,863
Advertising-$2,612-$2,612
Total Functional Expenses$190,531$83,520$0$274,051

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$274,051
Total Expenses per Audited Statements$274,051
Total Expenses per Form 990$274,051
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
Tenant Deposits Held in Trust$11,438
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Rosenthal associates, inc. 7400 west brown deer road milwaukee, wi 53223

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed prior to signing.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
MILWAUKEE B'NAI B'RITH NON-PROFIT
EIN
39-1677457
Phone
4143627240
Address
7400 WEST BROWN DEER ROAD, MILWAUKEE, WI 53223

Signing Officer

Name
Dr Ronald Z Arnold
Title
President
Phone
4143627240
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Ronald Z Arnold
Formed
1981
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Jankins Jablonski LLC
Address
6220A S 108TH ST, HALES CORNERS, WI 53130-2527
Preparer
Joseph J Jablonski CPA
Phone
4148582282
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontract labor - office 0 9,386 0 subcontract labor - manager 0 25,346 0 total 0 34,732 0

Form 990, Part XI, Line 9

ROUNDING -3

Financial Statement Notes

Schedule D, Page 3, Part X

The corporation is an organization exempt from income tax under the provisions of section 501(3)(c) of the internal revenue code. No provision or benefit for income taxes has been included in these financial statements due to the exempt status of the corporation. The corporation is subject to routine examinations by tax authorities, however, there are currently no examinations for the years prior to the year ended december 31, 2017.

Raw XML Appendix391 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.

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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01289163
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01414939
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1OTHER RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESIDUAL RECEIPTS RESERVE
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(3)(C) OF THE INTERNAL REVENUE CODE. NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS DUE TO THE EXEMPT STATUS OF THE CORPORATION. THE CORPORATION IS SUBJECT TO ROUTINE EXAMINATIONS BY TAX AUTHORITIES, HOWEVER, THERE ARE CURRENTLY NO EXAMINATIONS FOR THE YEARS PRIOR TO THE YEAR ENDED DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalLiabilityAmt011438
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROSENTHAL ASSOCIATES, INC. 7400 WEST BROWN DEER ROAD MILWAUKEE, WI 53223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUBCONTRACT LABOR - OFFICE 0 9,386 0 SUBCONTRACT LABOR - MANAGER 0 25,346 0 TOTAL 0 34,732 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING -3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TotalProgramServiceExpensesAmt0190531
IRS990/TotalProgramServiceRevenueAmt0303681
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IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053209
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR RONALD Z ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143627240
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILWAUKEE B'NAI B'RITH NON-PROFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HOUSING CORPORATION-COVENANT HOUSE
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0391677457
ReturnHeader/Filer/PhoneNum04143627240
ReturnHeader/Filer/USAddress/AddressLine1Txt07400 WEST BROWN DEER ROAD
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464382120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANKINS JABLONSKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06220A S 108TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HALES CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531302527
ReturnHeader/PreparerPersonGrp/PhoneNum04148582282
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J JABLONSKI CPA
ReturnHeader/ReturnTs02021-11-10T12:18:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARNOLD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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.$0.49$0.80$0.31$0.36$0.26$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.85$0.40$0.34$0.27$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.90$0.48$0.32$0.26$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.93$0.54$0.31$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.99$0.59$0.33$0.27$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.39$1.04$0.65$0.31$0.28$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.39$1.07$0.68$0.31$0.25$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.37$1.11$0.74$0.30$0.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.40$1.16$0.75$0.29$0.29$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.42$1.18$0.76$0.29$0.29$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.45$1.21$0.76$0.28$0.29$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.49$1.23$0.74$0.27$0.29$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$1.25$0.72$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$1.27$0.69$0.30