Civic Intelligence

West Bend Community Foundation Inc.

990 • Fiscal year 2020 • EIN 39-1971548

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

101 W Pleasant St No 210Milwaukee, WI 53212

(414) 272-5805

Siviq Scores

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

Liabilities / Assets

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.28x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$410,995

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Up

$67,541,910

Up $6,264,849 (+10%) from 2019

Net Assets

Up

$65,733,276

Up $6,355,065 (+11%) from 2019

Liabilities

Down

$1,808,634

Down $90,216 (-4.8%) from 2019

Revenue

Up

$6,454,372

Up $1,029,418 (+19%) from 2019

Expenses

Down

$4,532,248

Down $882,535 (-16%) from 2019

Net Income

Up

$1,922,124

Up $1,911,953 (+18798%) from 2019

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2010: $30,794,394Liabilities 2010: $1,367,500Net Assets 2010: $29,426,8942010Assets 2011: $30,299,362Liabilities 2011: $1,242,630Net Assets 2011: $29,056,7322011Assets 2012: $35,328,630Liabilities 2012: $1,106,295Net Assets 2012: $34,222,3352012Assets 2013: $40,853,323Liabilities 2013: $1,840,474Net Assets 2013: $39,012,8492013Assets 2014: $44,374,929Liabilities 2014: $1,394,225Net Assets 2014: $42,980,7042014Assets 2015: $44,341,896Liabilities 2015: $983,000Net Assets 2015: $43,358,8962015Assets 2016: $47,838,832Liabilities 2016: $883,200Net Assets 2016: $46,955,6322016Assets 2017: $55,507,751Liabilities 2017: $1,005,200Net Assets 2017: $54,502,5512017Assets 2018: $55,190,547Liabilities 2018: $1,232,797Net Assets 2018: $53,957,7502018Assets 2019: $61,277,061Liabilities 2019: $1,898,850Net Assets 2019: $59,378,2112019Assets 2020: $67,541,910Liabilities 2020: $1,808,634Net Assets 2020: $65,733,2762020Assets 2021: $79,149,428Liabilities 2021: $1,341,025Net Assets 2021: $77,808,4032021Assets 2022: $66,429,370Liabilities 2022: $1,174,733Net Assets 2022: $65,254,6372022Assets 2023: $75,283,978Liabilities 2023: $1,432,193Net Assets 2023: $73,851,7852023Assets 2024: $83,417,967Liabilities 2024: $1,463,250Net Assets 2024: $81,954,7172024

Highlighted filing

2020

Assets$67,541,910
Liabilities$1,808,634
Net Assets$65,733,276

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $2,341,675Expenses 2010: $2,275,165Net Income 2010: $66,5102010Revenue 2011: $1,568,376Expenses 2011: $1,600,833Net Income 2011: -$32,4572011Revenue 2012: $3,712,076Expenses 2012: $1,236,705Net Income 2012: $2,475,3712012Revenue 2013: $4,090,561Expenses 2013: $2,622,963Net Income 2013: $1,467,5982013Revenue 2014: $6,781,090Expenses 2014: $2,212,498Net Income 2014: $4,568,5922014Revenue 2015: $5,291,996Expenses 2015: $2,045,783Net Income 2015: $3,246,2132015Revenue 2016: $4,887,382Expenses 2016: $2,624,056Net Income 2016: $2,263,3262016Revenue 2017: $4,387,762Expenses 2017: $2,998,613Net Income 2017: $1,389,1492017Revenue 2018: $6,855,689Expenses 2018: $4,428,712Net Income 2018: $2,426,9772018Revenue 2019: $5,424,954Expenses 2019: $5,414,783Net Income 2019: $10,1712019Revenue 2020: $6,454,372Expenses 2020: $4,532,248Net Income 2020: $1,922,1242020Revenue 2021: $10,575,689Expenses 2021: $4,513,217Net Income 2021: $6,062,4722021Revenue 2022: $6,633,490Expenses 2022: $5,835,143Net Income 2022: $798,3472022Revenue 2023: $7,671,849Expenses 2023: $4,915,723Net Income 2023: $2,756,1262023Revenue 2024: $5,464,146Expenses 2024: $5,221,454Net Income 2024: $242,6922024

Highlighted filing

2020

Revenue$6,454,372
Expenses$4,532,248
Net Income$1,922,124
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$22,599,422
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$60,553,901$66,850,559▲ $6,296,658
Cash and Non-Interest-Bearing Accounts$772,926$441,351▼ $331,575
Pledges and Grants Receivable$0$250,000▲ $250,000
Prepaid Expenses and Deferred Charges$234$0▼ $234
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$61,277,061$67,541,910▲ $6,264,849
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$1,898,850$1,808,634▼ $90,216
Accounts Payable and Accrued Expenses$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,898,850$1,808,634▼ $90,216
Net Assets / Fund Balance
Net Assets With Donor Restrictions$59,378,211$65,733,276▲ $6,355,065
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$59,378,211$65,733,276▲ $6,355,065
Total Liabilities and Net Assets / Fund Balance$61,277,061$67,541,910▲ $6,264,849

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$59,378,273$2,712,242▲ $8,013,985-$65,733,995
2019$53,955,885$3,130,497▲ $7,704,713-$59,378,273
2018$54,500,554$4,604,709▼ $905,697-$53,955,885
2017$46,958,359$2,487,115▲ $7,884,645-$54,500,554
2016$43,355,690$2,911,930▲ $3,171,358-$46,958,359
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peter ZieglerPresident
Allen EricsonDirector
CHARLES O'MEARADirector
Claire RolfsDirector
Kevin SteinerDirector
Patricia StrachotaDirector
Rob JohnsonDirector
Tonnie SchmidtDirector
Bill GehlDirector (end 6/20)
George PrescottDirector (end 6/20)
STEPHEN O'MEARADirector (end 6/20)
Ellen GilliganAssistant Secretary
Ken RobertsonAssistant Treasurer
James DanaherSecretary
John KieckhaferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,712,243
Program Service Revenue
$0
Investment Income
$3,742,129
Other Revenue
$0
All Other Contributions
$2,337,243
Change in Net Assets
$1,922,124

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$984,845Market Value
Total Noncash Contributions1$984,845-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,066,432
Other Expenses$465,816
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,066,432--$4,066,432
Fees for Service Investment Mgmnt Fees-$149,721-$149,721
Other Expenses-$11,358-$11,358
Office Expenses-$837-$837
Total Functional Expenses$4,066,432$465,816$0$4,532,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Washington County Historical Society FoundationWest Bend, WI501(c)(3)Campaign$500,000
Historic West Bend TheatreWest Bend, WI501(c)(3)The Capital Campaign$294,000
Riveredge Nature Center IncNewburg, WI501(c)(3)Operating Support$267,743
Washington County Historical Society IncWest Bend, WI501(c)(3)The 100 Extraordinary Women Campaign$257,334
Museum of Wisconsin Art IncWest Bend, WI501(c)(3)Operating Support$246,920
United Way of Washington CountyWest Bend, WI501(c)(3)The 2019 Campaign$152,511
West Bend High SchoolsWest Bend, WIGovernmentScholarship/west Bend High Schoo$150,000
Kettle Moraine YmcaWest Bend, WI501(c)(3)Childcare Services$134,793
Family Promise of Washington CountyWest Bend, WI501(c)(3)Sustaining Support$113,681
Volunteer Center of Washington CountyWest Bend, WI501(c)(3)The Champions of Change Award Dinner$97,134
Big Brothers Big Sisters of Washington County IncWest Bend, WI501(c)(3)Sustaining Support$95,554
Dr James E Albrecht Free Clinic IncWest Bend, WI501(c)(3)The Business Challenge$95,499
Threshold IncWest Bend, WI501(c)(3)The 2020 Sweepstakes Event$81,054
Boys & Girls Clubs of Washington County IncWest Bend, WI501(c)(3)The Silver Lining 5k Run for Kids$77,735
West Bend Baseball AssociationWest Bend, WI501(c)(3)Improvements at Carl Kuss Field$75,000
Roncalli High SchoolManitowoc, WIGovernmentThe Pierside Auction$70,000
Feeding America Eastern Wisconsin IncMilwaukee, WI501(c)(3)Covid-19 Relief Efforts$56,000
Casa Guadalupe Education Center IncWest Bend, WI501(c)(3)Operating Support$53,000
Friends IncWest Bend, WI501(c)(3)Covid-19 Relief Efforts$52,362
American Red Cross of Southeastern WisconsinMilwaukee, WI501(c)(3)Covid-19 Relief Efforts$51,087
Kewaskum Youth Soccer OrganizationKewaskum, WI501(c)(3)Final Phase of Reigle Family Park$50,000
Ozaukee Christian SchoolWest Bend, WI501(c)(3)The Capital Campaign$50,000
Elevate IncJackson, WI501(c)(3)Operating Support$48,500
United Performing Arts Fund IncMilwaukee, WI501(c)(3)Operating Support$45,453
Midwest Athletes Against Childhood Cancer IncMilwaukee, WI501(c)(3)BRIAN GOTTER'S BOWLING 4 MACC$39,500
Interfaith Caregivers of Washington CountyWest Bend, WI501(c)(3)Operating Support$39,000
4c for ChildrenMilwaukee, WI501(c)(3)Covid-19 Relief Efforts$38,681
West Bend Public Schools Foundation IncWest Bend, WI501(c)(3)THE STUDENT COUNCIL'S UNITED WAY FUNDRAI$38,000
Washington County Campus FoundationWest Bend, WI501(c)(3)The Jerry and Nancy Mehring Family Schol$35,500
Benevolent Corporation Cedar CommunityWest Bend, WI501(c)(3)Covid-19 Relief Efforts$30,453
Wisconsin Association of Homes for the Aging ReseaMadison, WI501(c)(3)The Safe Resident Assistance Program$25,045
Bryon Riesch Paralysis Foundation IncWaukesha, WI501(c)(3)The 2020 Team Challenge Event$25,000
Crime Prevention Research CenterMissoula, MT501(c)(3)Sustaining Support$25,000
Greater Cedar Rapids Community FoundationCedar Rapids, IA501(c)(3)The Disaster Recovery Fund and Efforts R$25,000
Jump in FoundationMadison, WI501(c)(3)The Miracle League of Dane County$25,000
Nami of Washington CountyWest Bend, WI501(c)(3)Recovery Center Programming$24,362
West Bend Community & Alumni Scholarship FoundatioWest Bend, WI501(c)(3)Operating Support$22,701
St Frances Cabrini Catholic ChurchWest Bend, WI501(c)(3)The 2020 School Auction and Dinner Dance$21,500
St Peter CongregationSlinger, WI501(c)(3)Sustaining Support$20,000
Schauer Arts and Activities Center IncHartford, WI501(c)(3)Operating Support$15,000
Second Harvest Foodbank of Southern WisconsinMadison, WI501(c)(3)Covid-19 Relief Efforts$15,000
Citizen Advocacy of Washington County IncWest Bend, WI501(c)(3)Operating Support$12,852
Moraine Park Foundation IncFond Du Lac, WI501(c)(3)Scholarships$12,800
Senior Citizens Activities IncWest Bend, WI501(c)(3)Operating Support$12,500
Evans Scholars FoundationGolf, IL501(c)(3)Sustaining Support in Memory of Marilyn$11,500
Namic Mutual Insurance FoundationIndianapolis, IN501(c)(3)Scholarships$10,000
Ozaukee Washington Land Trust IncWest Bend, WI501(c)(3)Sustaining Support$10,000
Rails-to-trails ConservancyWashington, DC501(c)(3)Eisenbahn State Trail$10,000
Trees for TomorrowEagle River, WI501(c)(3)Operating Support$10,000
Versiti Blood Research Institute FoundationMilwaukee, WI501(c)(3)Covid-19 Relief Efforts$10,000
Irwin a and Robert D Goodman Community Center inMadison, WI501(c)(3)Sustaining Support$9,000
Madison Symphony Orchestra IncMadison, WI501(c)(3)Concert on the Green$7,500
Youth and Family Project IncWest Bend, WI501(c)(3)2020 Sustaining Support$7,272
Evangelical Alliance MissionCarol Stream, IL501(c)(3)ACCOUNT #010760$7,000
Roots and Branches IncWest Bend, WI501(c)(3)Operating Support$6,254
Kewaskum Youth Scholarships IncKewaskum, WI501(c)(3)Education$6,136
Honours IncSlinger, WI501(c)(3)Sustaining Support$6,033
MEL'S CHARITIES INCGrafton, WI501(c)(3)Sustaining Support$6,000
The Medical College of Wisconsin IncWauwatosa, WI501(c)(3)THE 'ON COURSE FOR A CURE' LPGA PRO-AM G$5,916
Lakeland UniversityPlymouth, WI501(c)(3)The 1862 Club$5,600
Concordia UniversityMequon, WI501(c)(3)The Athletic Department$5,500
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The form 990 is reviewed by the board members of the supported organization - greater milwaukee foundation, inc. Before it is filed.

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

The conflict of interest questionnaires completed by all officers, directors and key employees are reviewed by the chief financial officer of the greater milwaukee foundation, inc. The supported organization, annually.

Form 990, Part VI, Section B, Line 15

Since the filing organization does not pay compensation, the following information applies to how the supported organization (the greater milwaukee foundation) of the filing organization determines compensation for the persons serving as directors and officers of the filing organization: the admin & audit committee of the greater milwaukee foundation will annually request comparable data from the gmf vice president, human resources and organizational learning (vp, hrol) for the president and chief executive officer (ceo) position at the foundation. The comparable compensation data will generally come from salary survey data provided by the council on foundations and specific comparables obtained from other surveys such as mra and the non profit survey conducted by mra, and guidestar posted 990's. The vp, hrol will site comparables in a report and reference where data was obtained. The admin & audit committee will review the comparable data and make a recommendation to the chairman of the board and then to the full board for any changes in the ceo's compensation, without participation or discussion with the ceo. The ceo may answer questions of the board that may be used in later deliberations and decision-making. The board must document the basis for determination of the ceo's salary. The documentation must contain the date and terms of the compensation transaction, the members present for the decision, and what comparable data was used for the decision. The admin & audit committee will be provided with a template to the document process and decision. The admin & audit committee will drive the process for decision-making and assure the documentation is obtained and recorded in both the board minutes and the personnel file of the ceo. A similar process will be used for other positions within the foundation. However, it will be the ceo and the vp, hrol conferring on these other positions.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
West Bend Community Foundation Inc
EIN
39-1971548
Phone
4142725805
Address
101 W PLEASANT ST NO 210, MILWAUKEE, WI 53212

Signing Officer

Name
Ken Robertson
Title
Assistant Treasurer
Phone
4142725805
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Roberstson
Formed
1999
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Kpmg Llp
Address
90 S 7TH ST STE 4200, MINNEAPOLIS, MN 55402
Preparer
Monroe J Gierl
Phone
6123055000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation follows the provisions of financial accounting standards board (fasb) accounting standards codification (asc) topic 740, income taxes, which clarifies the accounting for uncertainty in income taxes recognized in a company s financial statements. Asc topic 740 prescribes a more-likely than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under asc topic 740, tax positions will be evaluated for recognition, derecognition, and measurement using consistent criteria and will provide more information about the uncertainty in income tax assets and liabilities. The foundation does not have a liability recorded for unrecognized tax benefits.

Part V, Line 4

All endowment funds are invested to generate a permanent source of income.

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IRS990/Desc0SEE SCHEDULE OTHE WEST BEND COMMUNITY FOUNDATION, INC. WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO RECEIEVE CONTRIBUTIONS FROM WEST BEND AREA RESIDENTS AND DISTRIBUTE THEM IN SUPPORT OF THE GREATER MILWAUKEE FOUNDATION. THE GREATER MILWAUKEE FOUNDATION IS A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE.AS SET FORTH IN THE WEST BEND COMMUNITY FOUNDATION, INC'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED, AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC, AND LITERARY PURPOSES WITHIN THE MEANING OF I.R.C. SECTION 501(C)(3), AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OR, AND/OR TO CARRY OUT THE PURPOSES OF GREATER MILWAUKEE FOUNDATION, A WISCONSIN CHARITABLE TRUST ORGANIZED PURSUANT TO A DECLARATION OF TRUST.....INCLUDING THE CARRYING ON OF SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS AS THE BOARD OF DIRECTORS OF THIS CORPORATION FROM TIME TO TIME DEEM TO BE SUITABLE AND APPROPRIATE. THE PHRASE 'SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS' MEANS CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC AND LITERARY PROJECTS AND ACTIVITIES OF THE KIND THAT GREATER MILWAUKEE FOUNDATION...SUPPORTS AND THAT ARE LOCATED PRIMARILY IN THE GREATER WEST BEND, WISCONSIN AREA".
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1322515
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1442515
IRS990/Form990PartVIISectionAGrp/PersonNm0PETER ZIEGLER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN KIECKHAFER
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES DANAHER
IRS990/Form990PartVIISectionAGrp/PersonNm3TONNIE SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA STRACHOTA
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN STEINER
IRS990/Form990PartVIISectionAGrp/PersonNm6ROB JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm7ALLEN ERICSON
IRS990/Form990PartVIISectionAGrp/PersonNm8CLAIRE ROLFS
IRS990/Form990PartVIISectionAGrp/PersonNm9CHARLES O'MEARA
IRS990/Form990PartVIISectionAGrp/PersonNm10BILL GEHL
IRS990/Form990PartVIISectionAGrp/PersonNm11GEORGE PRESCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHEN O'MEARA
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IRS990/Form990PartVIISectionAGrp/PersonNm14ELLEN GILLIGAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (END 6/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (END 6/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (END 6/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSISTANT SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03289960
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt04066432
IRS990/GrantsPayableGrp/BOYAmt01898850
IRS990/GrantsPayableGrp/EOYAmt01808634
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt04066432
IRS990/GrantsToIndividualsInd00
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IRS990/GrantToRelatedPersonInd00
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IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016145050
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt059378211
IRS990/NetAssetsOrFundBalancesEOYAmt065733276
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03289960
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03289960
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04432941
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NoncashContributionsAmt0984845
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0837
IRS990/OfficeExpensesGrp/TotalAmt0837
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMIN FEES
IRS990/OtherExpensesGrp/Desc1CUSTODIAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0303900
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111358
IRS990/OtherExpensesGrp/TotalAmt0303900
IRS990/OtherExpensesGrp/TotalAmt111358
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0250000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0234
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KEN ROBERSTSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03130497
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04985492
IRS990/PYInvestmentIncomeAmt02294457
IRS990/PYOtherExpensesAmt0429291
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010171
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05414783
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05424954
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01922124
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0375000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0396036407
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GREATER MILWAUKEE FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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/CYEndwmtFundGrp/AdministrativeExpensesAmt0304073
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt059378273
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02712242
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt065733995
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04066432
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08013985
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0427330
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt053955885
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03130497
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt059378273
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04985492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07704713
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0281719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt054500554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04604709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt053955885
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt03961962
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-905697
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0244238
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt046958359
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02487115
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt054500554
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02585327
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07884645
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0226397
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt043355690
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02911930
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt046958359
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02254222
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03171358
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt02016095
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt03642572

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.4$1.46$82.0$5.46$5.22$0.24
2023Detailed filing. Detailed filing data is available for this year.$75.3$1.43$73.9$7.67$4.92$2.76
2022Detailed filing. Detailed filing data is available for this year.$66.4$1.17$65.3$6.63$5.84$0.80
2021Detailed filing. Detailed filing data is available for this year.$79.1$1.34$77.8$10.6$4.51$6.06
2020Detailed filing. Detailed filing data is available for this year.$67.5$1.81$65.7$6.45$4.53$1.92
2019Summary only. Only limited summary data is available for this year.$61.3$1.90$59.4$5.42$5.41$0.01
2018Summary only. Only limited summary data is available for this year.$55.2$1.23$54.0$6.86$4.43$2.43
2017Summary only. Only limited summary data is available for this year.$55.5$1.01$54.5$4.39$3.00$1.39
2016Summary only. Only limited summary data is available for this year.$47.8$0.88$47.0$4.89$2.62$2.26
2015Summary only. Only limited summary data is available for this year.$44.3$0.98$43.4$5.29$2.05$3.25
2014Summary only. Only limited summary data is available for this year.$44.4$1.39$43.0$6.78$2.21$4.57
2013Summary only. Only limited summary data is available for this year.$40.9$1.84$39.0$4.09$2.62$1.47
2012Summary only. Only limited summary data is available for this year.$35.3$1.11$34.2$3.71$1.24$2.48
2011Summary only. Only limited summary data is available for this year.$30.3$1.24$29.1$1.57$1.60$0.03
2010Summary only. Only limited summary data is available for this year.$30.8$1.37$29.4$2.34$2.28$0.07