Civic Intelligence

Dr James E Albrecht Free Clinic Inc

EIN 39-1839654 • 501(c)3 • West Bend, WI

Profile

To serve individuals who live or work in washington county, wi who are underinsured, uninsured or otherwise unable to afford medical, dental, or behavioral health services.

PO Box 632West Bend, WI 53095

wwww.albrechtfreeclinic.org

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.27x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

2.78x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-563%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M 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

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-81%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $1,414,784 (-100%) from 2023

Liabilities

Down

$0

Down $376,082 (-100%) from 2023

Net Assets

Down

$0

Down $1,038,702 (-100%) from 2023

Revenue

Down

$110,026

Down $25,156 (-19%) from 2023

Expenses

Down

$63,047

Down $833,360 (-93%) from 2023

Net Income

Up

$46,979

Up $808,204 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $821,721Liabilities 2011: $9,009Net Assets 2011: $812,7122011Assets 2012: $871,651Liabilities 2012: $9,252Net Assets 2012: $862,3992012Assets 2013: $891,703Liabilities 2013: $21,289Net Assets 2013: $870,4142013Assets 2014: $808,401Liabilities 2014: $12,356Net Assets 2014: $796,0452014Assets 2015: $1,281,316Liabilities 2015: $9,872Net Assets 2015: $1,271,4442015Assets 2016: $1,130,284Liabilities 2016: $11,870Net Assets 2016: $1,118,4142016Assets 2017: $1,127,882Liabilities 2017: $22,721Net Assets 2017: $1,105,1612017Assets 2018: $1,249,268Liabilities 2018: $27,487Net Assets 2018: $1,221,7812018Assets 2019: $1,332,585Liabilities 2019: $16,383Net Assets 2019: $1,316,2022019Assets 2020: $1,484,050Liabilities 2020: $11,782Net Assets 2020: $1,472,2682020Assets 2021: $1,585,313Liabilities 2021: $15,937Net Assets 2021: $1,569,3762021Assets 2022: $1,773,827Liabilities 2022: $29,889Net Assets 2022: $1,743,9382022Assets 2023: $1,414,784Liabilities 2023: $376,082Net Assets 2023: $1,038,7022023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $352,373Expenses 2011: $276,822Net Income 2011: $75,5512011Expenses 2012: $288,2752012Revenue 2013: $312,205Expenses 2013: $323,217Net Income 2013: -$11,0122013Revenue 2014: $283,549Expenses 2014: $358,312Net Income 2014: -$74,7632014Revenue 2015: $831,043Expenses 2015: $316,979Net Income 2015: $514,0642015Revenue 2016: $340,664Expenses 2016: $493,694Net Income 2016: -$153,0302016Revenue 2017: $416,832Expenses 2017: $430,085Net Income 2017: -$13,2532017Revenue 2018: $645,753Expenses 2018: $496,419Net Income 2018: $149,3342018Revenue 2019: $557,123Expenses 2019: $516,753Net Income 2019: $40,3702019Revenue 2020: $668,166Expenses 2020: $549,481Net Income 2020: $118,6852020Revenue 2021: $658,266Expenses 2021: $609,305Net Income 2021: $48,9612021Revenue 2022: $729,767Expenses 2022: $620,223Net Income 2022: $109,5442022Revenue 2023: $135,182Expenses 2023: $896,407Net Income 2023: -$761,2252023Revenue 2024: $110,026Expenses 2024: $63,047Net Income 2024: $46,9792024

Highlighted filing

2024

Revenue$110,026
Expenses$63,047
Net Income$46,979

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.38$1.04$0.14$0.90$0.76
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.03$1.74$0.73$0.62$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.02$1.57$0.66$0.61$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$0.67$0.55$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.02$1.32$0.56$0.52$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.22$0.65$0.50$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$0.42$0.43$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$0.34$0.49$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.27$0.83$0.32$0.51
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.28$0.36$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.02$0.87$0.31$0.32$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.01$0.86$0.29
2011Summary only. Only limited summary data is available for this year.$0.82$0.01$0.81$0.35$0.28$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 13, 2025
Return Version
2024v5.0
Gross Receipts
$1,197,763
Mission and Program Overview

Mission

To serve individuals who live or work in washington county, wi who are underinsured, uninsured, or otherwise unable to afford medical, dental, or behavioral health services.

To serve individuals who live or work in washington county, wi who are underinsured, uninsured or otherwise unable to afford medical, dental, or behavioral health services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,139,896$0▼ $1,139,896
Cash and Non-Interest-Bearing Accounts$235,981$0▼ $235,981
Pledges and Grants Receivable$25,000$0▼ $25,000
Savings and Temporary Cash Investments$13,749$0▼ $13,749
Accounts Receivable$158$0▼ $158
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,414,784$0▼ $1,414,784
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$376,082--
Total Liabilities$376,082$0▼ $376,082
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,013,702$0▼ $1,013,702
Net Assets With Donor Restrictions$25,000$0▼ $25,000
Total Net Assets Fund Balance$1,038,702$0▼ $1,038,702
Total Liabilities and Net Assets / Fund Balance$1,414,784$0▼ $1,414,784
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ruth HenkleExecutive DirectorFT$50,061$1,502$51,563

Board Members and Trustees

NameTitle
Dale ThomaPresident
Doug McmanusVice President
Allen EricsonDirector
Claire RolfsDirector
Eric RansomDirector
Gary HerdrichDirector
James PaulyDirector
John MutschelknausDirector
Kelly StueberDirector
Tammy MuckerheideDirector
Tom AlbieroDirector
Amanda SacksSecretary
Greg HebererTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,646
Program Service Revenue
$0
Investment Income
$71,480
Other Revenue
$8,900
All Other Contributions
$29,646
Change in Net Assets
$46,979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$44,840
Other Expenses$18,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons-$39,011-$39,011
Fees for Services Accounting-$12,700-$12,700
Payroll Taxes-$3,135-$3,135
Insurance-$1,591-$1,591
Other Salaries and Wages-$1,575-$1,575
Occupancy-$1,204-$1,204
Pension Plan Contributions-$1,119-$1,119
Fees for Service Investment Mgmnt Fees-$1,102-$1,102
Office Expenses-$986-$986
Other Expenses-$163-$163
Conferences and Meetings-$52-$52
Information Technology-$35-$35
Total Functional Expenses$0$63,047$0$63,047
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
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

A copy of the form 990 is provided to all members of governance prior to filing. A first review is done by administration along with a member of the finance committee of the board of directors, as available; then prior to filing or in the next meeting cycle, a full finance committee review takes place and summary reporting to the full board.

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

Each year the full board of directors, at an officially called meeting, will review the conflict of interest policy; each board member will then sign a statement of compliance with the policy which is held on record.

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

Annually the execuitive committee asks the full board for feedback on the executive director performance and equitable compensation. Then the board president will meet with the executive director and set salary.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are made available to the public at its principal administrative offices during normal business hours, and in response to written requests received at its principal administrative offices.

Filing and Contact Details

Filer

Filer Name
Dr James E Albrecht Free Clinic Inc
EIN
39-1839654
Phone
2623348339
Address
PO BOX 632, WEST BEND, WI 53095

Signing Officer

Name
Ruth Henkle
Title
Executive Director
Phone
2623348339
Signed
2025-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ruth Henkle
Formed
1995
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
7
Volunteers
5

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Joshua Bierbach
Phone
4142717800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Dissolution transfers (see schedule n) -1,054,486.

FORM 990, PART XII, LINE 2C:

The process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal and state income taxes on related exempt-function income under section 501(c)(3) of the internal revenue code and has been classified as an organization other than a private foundation. The organization does not consider any of its support and revenues to be unrelated business income and, accordingly, no provision for income taxes has been provided in the accompanying financial statements. In management's opinion, the organization has not taken any uncertain tax positions.

Raw XML AppendixShowing 400 of 474 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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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SERVE INDIVIDUALS WHO LIVE OR WORK IN WASHINGTON COUNTY, WI WHO ARE UNDERINSURED, UNINSURED OR OTHERWISE UNABLE TO AFFORD MEDICAL, DENTAL, OR BEHAVIORAL HEALTH SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt052944
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-31195
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01204
IRS990/OccupancyGrp/TotalAmt01204
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0986
IRS990/OfficeExpensesGrp/TotalAmt0986
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0DUES AND SUBCRIPTIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1163
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IRS990/OtherExpensesGrp/TotalAmt1163
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08900
IRS990/OtherRevenueTotalAmt08900
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01575
IRS990/OtherSalariesAndWagesGrp/TotalAmt01575
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03135
IRS990/PayrollTaxesGrp/TotalAmt03135
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01119
IRS990/PensionPlanContributionsGrp/TotalAmt01119
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RUTH HENKLE
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IRS990/PYOtherRevenueAmt060903
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-761225
IRS990/PYSalariesCompEmpBnftPaidAmt0337591
IRS990/PYTotalExpensesAmt0896407
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0135182
IRS990/QuidProQuoContributionsInd00
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt013749
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0358789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0622674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0633450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0588594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02233153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt071480
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt095503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024619
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017742
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0240996
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0-243827
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08900
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt074
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt084
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0197
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0130
IRS990ScheduleA/OtherIncome170Grp/TotalAmt09385
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IRS990ScheduleA/PublicSupportPY170Pct00.72690
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IRS990ScheduleA/SubstantialContributorsTotAmt0440225
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029646
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0358789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0622674
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0633450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0588594
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02233153
IRS990ScheduleA/TotalSupportAmt02483534
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/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED EXEMPT-FUNCTION INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION DOES NOT CONSIDER ANY OF ITS SUPPORT AND REVENUES TO BE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN MANAGEMENT'S OPINION, THE ORGANIZATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0LAKESHORE COMMUNITY HEALTH CARE INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1DR JAMES E ALBRECHT FUND FOR THE UNINSURED OF WASHINGTON CTY- CO GMF
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-11-22
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12024-04-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0264321839
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1396036407
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt042888
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt11011598
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01721 SAEMANN AVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt12153 N DR MARTIN LUTHER KING JR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SHEBOYGAN
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1MILWAUKEE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1WI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd053081
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd153212
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: CHERI BELL, VERONICA BORJA, LINDA BREMBERGER, MELANIE GONRING, RUTH HENKLE
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: CHERI BELL, VERONICA BORJA, LINDA BREMBERGER, AND MELANIE GONRING WERE EMPLOYEES OF DR. JAMES E. ALBRECHT FREE CLINIC THAT MOVED TO LAKESHORE COMMUNITY HEALTH CARE DUE TO TRANSFER OF ASSETS. RUTH HENKLE PREVIOUSLY WAS A DIRECTOR AT LAKESHORE COMMUNITY HEALTH CARE AND REMAINS AS A DIRECTOR. IN ADDITION, RUTH HENKLE BECAME A MEMBER OF THE ADVISORY COMMITTEE OF THE DR. JAMES E. ALBRECHT FUND FOR THE UNINSURED OF WASHINGTON COUNTY
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF GOVERNANCE PRIOR TO FILING. A FIRST REVIEW IS DONE BY ADMINISTRATION ALONG WITH A MEMBER OF THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, AS AVAILABLE; THEN PRIOR TO FILING OR IN THE NEXT MEETING CYCLE, A FULL FINANCE COMMITTEE REVIEW TAKES PLACE AND SUMMARY REPORTING TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR THE FULL BOARD OF DIRECTORS, AT AN OFFICIALLY CALLED MEETING, WILL REVIEW THE CONFLICT OF INTEREST POLICY; EACH BOARD MEMBER WILL THEN SIGN A STATEMENT OF COMPLIANCE WITH THE POLICY WHICH IS HELD ON RECORD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE EXECUITIVE COMMITTEE ASKS THE FULL BOARD FOR FEEDBACK ON THE EXECUTIVE DIRECTOR PERFORMANCE AND EQUITABLE COMPENSATION. THEN THE BOARD PRESIDENT WILL MEET WITH THE EXECUTIVE DIRECTOR AND SET SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT ITS PRINCIPAL ADMINISTRATIVE OFFICES DURING NORMAL BUSINESS HOURS, AND IN RESPONSE TO WRITTEN REQUESTS RECEIVED AT ITS PRINCIPAL ADMINISTRATIVE OFFICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISSOLUTION TRANSFERS (SEE SCHEDULE N) -1,054,486.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
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 B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI

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