Civic Intelligence

Interfaith Caregivers Inc

EIN 39-1777946 • 501(c)3 • Grafton, WI

Profile

To provide voluntary support services to seniors and adults with limited mobility in Ozaukee County.

2360 Dakota DriveGrafton, WI 53024

www.interfaithozaukee.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

63rd percentile

9.2%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$353,100

Up $106,872 (+43%) from 2023

Liabilities

Down

$443

Down $3,975 (-90%) from 2023

Net Assets

Up

$352,657

Up $110,847 (+46%) from 2023

Revenue

Up

$576,673

Up $110,402 (+24%) from 2023

Expenses

Up

$465,826

Up $42,656 (+10%) from 2023

Net Income

Up

$110,847

Up $67,746 (+157%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $138,166Liabilities 2011: $02011Assets 2012: $132,883Net Assets 2012: $132,8832012Assets 2013: $123,202Liabilities 2013: $1,251Net Assets 2013: $121,9512013Assets 2014: $121,164Liabilities 2014: $1,702Net Assets 2014: $119,4622014Assets 2015: $117,060Liabilities 2015: $2,087Net Assets 2015: $114,9732015Assets 2016: $108,679Liabilities 2016: $3,097Net Assets 2016: $105,5822016Assets 2017: $242,653Liabilities 2017: $4,259Net Assets 2017: $238,3942017Assets 2018: $297,962Liabilities 2018: $2,057Net Assets 2018: $295,9052018Assets 2019: $276,057Liabilities 2019: $5,244Net Assets 2019: $270,8132019Assets 2020: $276,665Liabilities 2020: $43,581Net Assets 2020: $233,0842020Assets 2021: $161,231Liabilities 2021: $1,453Net Assets 2021: $159,7782021Assets 2022: $199,528Liabilities 2022: $819Net Assets 2022: $198,7092022Assets 2023: $246,228Liabilities 2023: $4,418Net Assets 2023: $241,8102023Assets 2024: $353,100Liabilities 2024: $443Net Assets 2024: $352,6572024

Highlighted filing

2024

Assets$353,100
Liabilities$443
Net Assets$352,657

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $68,887Expenses 2011: $67,919Net Income 2011: $9682011Revenue 2012: $75,697Expenses 2012: $80,980Net Income 2012: -$5,2832012Revenue 2013: $70,363Expenses 2013: $81,295Net Income 2013: -$10,9322013Revenue 2014: $95,134Expenses 2014: $97,623Net Income 2014: -$2,4892014Revenue 2015: $109,583Expenses 2015: $114,072Net Income 2015: -$4,4892015Revenue 2016: $124,948Expenses 2016: $134,339Net Income 2016: -$9,3912016Revenue 2017: $341,692Expenses 2017: $208,880Net Income 2017: $132,8122017Revenue 2018: $332,400Expenses 2018: $274,889Net Income 2018: $57,5112018Revenue 2019: $283,225Expenses 2019: $308,317Net Income 2019: -$25,0922019Revenue 2020: $290,471Expenses 2020: $328,200Net Income 2020: -$37,7292020Revenue 2021: $302,296Expenses 2021: $375,602Net Income 2021: -$73,3062021Revenue 2022: $390,092Expenses 2022: $351,161Net Income 2022: $38,9312022Revenue 2023: $466,271Expenses 2023: $423,170Net Income 2023: $43,1012023Revenue 2024: $576,673Expenses 2024: $465,826Net Income 2024: $110,8472024

Highlighted filing

2024

Revenue$576,673
Expenses$465,826
Net Income$110,847

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$5.77$4.66$1.11
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.04$2.42$4.66$4.23$0.43
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$3.90$3.51$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.01$1.60$3.02$3.76$0.73
2020Detailed filing. Detailed filing data is available for this year.$2.77$0.44$2.33$2.90$3.28$0.38
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.05$2.71$2.83$3.08$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.98$0.02$2.96$3.32$2.75$0.58
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.04$2.38$3.42$2.09$1.33
2016Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$1.25$1.34$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$1.10$1.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.02$1.19$0.95$0.98$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.70$0.81$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$1.33$0.76$0.81$0.05
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.69$0.68$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 16, 2025
Return Version
2024v5.1
Gross Receipts
$576,959
Mission and Program Overview

Mission

To provide voluntary support services to seniors and adults with limited mobility in Ozaukee County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$78,586$226,496▲ $147,910
Savings and Temporary Cash Investments$129,614$111,702▼ $17,912
Cash and Non-Interest-Bearing Accounts$38,028$14,902▼ $23,126
Total Assets$246,228$353,100▲ $106,872
Liabilities
Accounts Payable and Accrued Expenses$4,418$443▼ $3,975
Total Liabilities$4,418$443▼ $3,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$241,810$352,657▲ $110,847
Total Net Assets Fund Balance$241,810$352,657▲ $110,847
Total Liabilities and Net Assets / Fund Balance$246,228$353,100▲ $106,872

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$226,496$165,741$392,237
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Paul SchultzExecutive DirectorPT$90,688$90,688

Board Members and Trustees

NameTitle
Sharon PechivaPast President
Lois RoeskePresident
Earney YocumBoard Member
Howard VrankinBoard Member
Ken MaciolekBoard Member
Pat ConoleBoard Member
Pat WeatherhoggBoard Member
Tom KruegerBoard Member
Joseph SchirgerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$568,382
Program Service Revenue
$0
Investment Income
$1,637
Other Revenue
$6,654
All Other Contributions
$78,094
Change in Net Assets
$110,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$322,370
Other Expenses$143,456
Total Fundraising Expense$22,771
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$177,353$20,865$10,433$208,651
Current Officers, Directors, Trustees, and Key Employees$77,085$9,069$4,534$90,688
Depreciation Depletion$36,070$0$0$36,070
Occupancy$26,541$0$0$26,541
Payroll Taxes$19,576$2,303$1,152$23,031
Office Expenses$8,623$3,890$6,244$18,757
Information Technology$11,544$2,902$0$14,446
Insurance$12,753$452$226$13,431
Advertising$7,074$0$0$7,074
Fees for Services Accounting$2,184$4,152$76$6,412
Conferences and Meetings$1,209$679$0$1,888
Fees for Services Other$1,520$0$0$1,520
Other Expenses$913$0$0$913
Total Functional Expenses$398,369$44,686$22,771$465,826
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,940
Fundraising Direct Expenses$286
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
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Interfaith Caregivers Inc
EIN
39-1777946
Phone
2623765362
Address
2360 DAKOTA DRIVE, GRAFTON, WI 53024

Signing Officer

Name
Lois Roeske
Title
President
Phone
2623765362
Signed
2025-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lois Roeske
Formed
1994
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
150

Preparer

Firm
Krause & Associates SC
Address
1214 Bridge Street, Grafton, WI 53024
Preparer
David Krause
Phone
2623779988
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Executive committee reviews the 990 before it is filed. The Executive Director forwards it to the volunteer Treasurer for review and then the other Executive committee members.

Pt VI, Line 15A

The Executive committee is responsible for the Executive Directors compensation.

Pt VI, Line 15B

The Executive committee is responsible for the compensation.

Pt VI, Line 12C

All board members and employees sign a conflict of interest statement at the beginning of their term (board members) or beginning of their employment. We consistently monitor this as part of our operations management and is reviewed regularly as part of our monthly financials.

Raw XML AppendixShowing 400 of 444 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/BOYAmt04418
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0443
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide voluntary support services to seniors and adults with limited mobility in Ozaukee County.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt07074
IRS990/AdvertisingGrp/TotalAmt07074
IRS990/AllOtherContributionsAmt078094
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0PAUL SCHULTZ
IRS990/BooksInCareOfDetail/PhoneNum02623765362
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02360 DAKOTA DR STE L
IRS990/BooksInCareOfDetail/USAddress/CityNm0GRAFTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053024
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt038028
IRS990/CashNonInterestBearingGrp/EOYAmt014902
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04534
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09069
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt077085
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt090688
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0679
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01209
IRS990/ConferencesMeetingsGrp/TotalAmt01888
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0568382
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01637
IRS990/CYOtherExpensesAmt0143456
IRS990/CYOtherRevenueAmt06654
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0110847
IRS990/CYSalariesCompEmpBnftPaidAmt0322370
IRS990/CYTotalExpensesAmt0465826
IRS990/CYTotalFundraisingExpenseAmt022771
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0576673
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt036070
IRS990/DepreciationDepletionGrp/TotalAmt036070
IRS990/Desc0To provide voluntary support services to seniors and adults with limited mobility in Ozaukee County.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0398369
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt026000
IRS990/FeesForServicesAccountingGrp/FundraisingAmt076
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04152
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02184
IRS990/FeesForServicesAccountingGrp/TotalAmt06412
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01520
IRS990/FeesForServicesOtherGrp/TotalAmt01520
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt032.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0PAUL SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1LOIS ROESKE
IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON PECHIVA
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH SCHIRGER
IRS990/Form990PartVIISectionAGrp/PersonNm4PAT CONOLE
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM KRUEGER
IRS990/Form990PartVIISectionAGrp/PersonNm6KEN MACIOLEK
IRS990/Form990PartVIISectionAGrp/PersonNm7HOWARD VRANKIN
IRS990/Form990PartVIISectionAGrp/PersonNm8PAT WEATHERHOGG
IRS990/Form990PartVIISectionAGrp/PersonNm9EARNEY YOCUM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt090688
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/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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt0286
IRS990/FundraisingGrossIncomeAmt06940
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0464288
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0576959
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02902
IRS990/InformationTechnologyGrp/ProgramServicesAmt011544
IRS990/InformationTechnologyGrp/TotalAmt014446
IRS990/InsuranceGrp/FundraisingAmt0226
IRS990/InsuranceGrp/ManagementAndGeneralAmt0452
IRS990/InsuranceGrp/ProgramServicesAmt012753
IRS990/InsuranceGrp/TotalAmt013431
IRS990/InvestmentIncomeGrp/ExclusionAmt01637
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01637
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0165741
IRS990/LandBldgEquipBasisNetGrp/BOYAmt078586
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0226496
IRS990/LandBldgEquipCostOrOtherBssAmt0392237
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide voluntary support services to seniors and adults with limited mobility in Ozaukee County.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0241810
IRS990/NetAssetsOrFundBalancesEOYAmt0352657
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06654
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06654
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0241810
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0352657
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt026541
IRS990/OccupancyGrp/TotalAmt026541
IRS990/OfficeExpensesGrp/FundraisingAmt06244
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03890
IRS990/OfficeExpensesGrp/ProgramServicesAmt08623
IRS990/OfficeExpensesGrp/TotalAmt018757
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MEMBERSHIPS, DUES AND SUBS
IRS990/OtherExpensesGrp/Desc1VEHICLE
IRS990/OtherExpensesGrp/Desc2VOLUNTEER EXPENSE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt2106
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2320
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0864
IRS990/OtherExpensesGrp/ProgramServicesAmt17998
IRS990/OtherExpensesGrp/ProgramServicesAmt27062
IRS990/OtherExpensesGrp/ProgramServicesAmt3913
IRS990/OtherExpensesGrp/TotalAmt0864
IRS990/OtherExpensesGrp/TotalAmt18052
IRS990/OtherExpensesGrp/TotalAmt27488
IRS990/OtherExpensesGrp/TotalAmt3913
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010433
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020865
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0177353
IRS990/OtherSalariesAndWagesGrp/TotalAmt0208651
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01152
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02303
IRS990/PayrollTaxesGrp/ProgramServicesAmt019576
IRS990/PayrollTaxesGrp/TotalAmt023031
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LOIS ROESKE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0459130
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01502
IRS990/PYOtherExpensesAmt0121362
IRS990/PYOtherRevenueAmt05639
IRS990/PYRevenuesLessExpensesAmt043101
IRS990/PYSalariesCompEmpBnftPaidAmt0301808
IRS990/PYTotalExpensesAmt0423170
IRS990/PYTotalRevenueAmt0466271
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0110847
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0129614
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0111702
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt02685
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0475
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0527
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt04187
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0568382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0459130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0382608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0287659
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0277948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01975727
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01502
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0577
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0845
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01637
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01502
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0577
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0845
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05025
IRS990ScheduleA/InvestmentIncomeCYPct00.00250
IRS990ScheduleA/InvestmentIncomePYPct00.00260
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99530
IRS990ScheduleA/PublicSupportPY509Pct00.98180
IRS990ScheduleA/PublicSupportTotal509Amt01971540
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt02685
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0475
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0527
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt04187
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0568382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0459130
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0382608
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0287659
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0277948
IRS990ScheduleA/Total509Grp/TotalAmt01975727
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01980752
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0226496
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0165741
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0392237
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0226496
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive committee reviews the 990 before it is filed. The Executive Director forwards it to the volunteer Treasurer for review and then the other Executive committee members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive committee is responsible for the Executive Directors compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive committee is responsible for the compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All board members and employees sign a conflict of interest statement at the beginning of their term (board members) or beginning of their employment. We consistently monitor this as part of our operations management and is reviewed regularly as part of our monthly financials.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0246228
IRS990/TotalAssetsEOYAmt0353100
IRS990/TotalAssetsGrp/BOYAmt0246228
IRS990/TotalAssetsGrp/EOYAmt0353100
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0568382
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022771
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0398369
IRS990/TotalFunctionalExpensesGrp/TotalAmt0465826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04418
IRS990/TotalLiabilitiesEOYAmt0443
IRS990/TotalLiabilitiesGrp/BOYAmt04418
IRS990/TotalLiabilitiesGrp/EOYAmt0443
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0241810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0352657
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0398369
IRS990/TotalReportableCompFromOrgAmt090688
IRS990/TotalRevenueGrp/ExclusionAmt08291
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0576673
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0246228

Document Assets

No mirrored PDF or thumbnail assets are attached yet.