Civic Intelligence

Archdiocese of Milwaukee Catholic

EIN 39-2005163 • 501(c)3 • Milwaukee, WI

Profile

The foundation exists to support the mission of the roman catholic church, especially in the ten archdiocesan counties of southeastern wisconsin. It fulfills those objectives by attracting charitable funds, using those resources wisely and efficiently in addressing key concerns of the community, and carrying out the intentions of its donors to affect positive change and growth in programs and projects that further the mission of the catholic church.

637 E Erie StMilwaukee, WI 53213

www.legaciesoffaith.org

Siviq Scores

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

Liabilities / Assets

74th percentile

0.60x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

12.46x

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

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

17th percentile

$244,574

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

31%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$175,853,809

Up $20,293,497 (+13%) from 2024

Liabilities

Up

$105,680,986

Up $11,626,507 (+12%) from 2024

Net Assets

Up

$70,172,823

Up $8,666,990 (+14%) from 2024

Operations
Liabilities / Revenue97th percentileNet Margin94th percentile

Revenue

Up

$8,480,199

Up $2,003,083 (+31%) from 2024

Expenses

Up

$3,431,206

Up $167,449 (+5.1%) from 2024

Net Income

Up

$5,048,993

Up $1,835,634 (+57%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$200M$150M$100M$50M$0Assets 2010: $31,004,639Liabilities 2010: $17,436,936Net Assets 2010: $13,567,7032010Assets 2011: $46,020,189Liabilities 2011: $28,414,744Net Assets 2011: $17,605,4452011Assets 2012: $54,670,263Liabilities 2012: $34,510,983Net Assets 2012: $20,159,2802012Assets 2013: $61,994,968Liabilities 2013: $38,933,424Net Assets 2013: $23,061,5442013Assets 2014: $80,147,489Liabilities 2014: $53,482,606Net Assets 2014: $26,664,8832014Assets 2015: $87,704,761Liabilities 2015: $60,841,872Net Assets 2015: $26,862,8892015Assets 2016: $85,778,759Liabilities 2016: $59,819,375Net Assets 2016: $25,959,3842016Assets 2017: $98,080,645Liabilities 2017: $69,432,220Net Assets 2017: $28,648,4252017Assets 2018: $110,901,545Liabilities 2018: $74,046,843Net Assets 2018: $36,854,7022018Assets 2019: $115,203,587Liabilities 2019: $77,451,755Net Assets 2019: $37,751,8322019Assets 2020: $120,679,387Liabilities 2020: $72,088,460Net Assets 2020: $48,590,9272020Assets 2021: $158,865,311Liabilities 2021: $96,560,912Net Assets 2021: $62,304,3992021Assets 2022: $133,228,934Liabilities 2022: $81,313,155Net Assets 2022: $51,915,7792022Assets 2023: $146,998,542Liabilities 2023: $89,956,059Net Assets 2023: $57,042,4832023Assets 2024: $155,560,312Liabilities 2024: $94,054,479Net Assets 2024: $61,505,8332024Assets 2025: $175,853,809Liabilities 2025: $105,680,986Net Assets 2025: $70,172,8232025

Highlighted filing

2025

Assets$175,853,809
Liabilities$105,680,986
Net Assets$70,172,823
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $864,4822010Revenue 2011: $2,554,164Expenses 2011: $989,191Net Income 2011: $1,564,9732011Revenue 2012: $4,413,481Expenses 2012: $1,051,173Net Income 2012: $3,362,3082012Revenue 2013: $2,553,206Expenses 2013: $1,201,771Net Income 2013: $1,351,4352013Revenue 2014: $2,508,751Expenses 2014: $1,352,096Net Income 2014: $1,156,6552014Revenue 2015: $2,919,495Expenses 2015: $1,475,065Net Income 2015: $1,444,4302015Revenue 2016: $1,647,646Expenses 2016: $1,561,275Net Income 2016: $86,3712016Revenue 2017: $2,079,183Expenses 2017: $1,693,549Net Income 2017: $385,6342017Revenue 2018: $10,525,897Expenses 2018: $2,042,918Net Income 2018: $8,482,9792018Revenue 2019: $5,094,579Expenses 2019: $2,084,430Net Income 2019: $3,010,1492019Revenue 2020: $16,242,084Expenses 2020: $2,203,855Net Income 2020: $14,038,2292020Revenue 2021: $5,738,219Expenses 2021: $2,764,426Net Income 2021: $2,973,7932021Revenue 2022: $6,756,779Expenses 2022: $2,969,880Net Income 2022: $3,786,8992022Revenue 2023: $2,691,077Expenses 2023: $3,193,445Net Income 2023: -$502,3682023Revenue 2024: $6,477,116Expenses 2024: $3,263,757Net Income 2024: $3,213,3592024Revenue 2025: $8,480,199Expenses 2025: $3,431,206Net Income 2025: $5,048,9932025

Highlighted filing

2025

Revenue$8,480,199
Expenses$3,431,206
Net Income$5,048,993
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,853,809
Liabilities
$105,680,986
Net assets
$70,172,823
Revenue
$8,480,199
Expenses
$3,431,206
Net income
$5,048,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$176$106$70.2$8.48$3.43$5.05
2024Detailed filing. Detailed filing data is available for this year.$156$94.1$61.5$6.48$3.26$3.21
2023Detailed filing. Detailed filing data is available for this year.$147$90.0$57.0$2.69$3.19$0.50
2022Detailed filing. Detailed filing data is available for this year.$133$81.3$51.9$6.76$2.97$3.79
2021Detailed filing. Detailed filing data is available for this year.$159$96.6$62.3$5.74$2.76$2.97
2020Detailed filing. Detailed filing data is available for this year.$121$72.1$48.6$16.2$2.20$14.0
2019Detailed filing. Detailed filing data is available for this year.$115$77.5$37.8$5.09$2.08$3.01
2018Detailed filing. Detailed filing data is available for this year.$111$74.0$36.9$10.5$2.04$8.48
2017Detailed filing. Detailed filing data is available for this year.$98.1$69.4$28.6$2.08$1.69$0.39
2016Detailed filing. Detailed filing data is available for this year.$85.8$59.8$26.0$1.65$1.56$0.09
2015Detailed filing. Detailed filing data is available for this year.$87.7$60.8$26.9$2.92$1.48$1.44
2014Detailed filing. Detailed filing data is available for this year.$80.1$53.5$26.7$2.51$1.35$1.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.0$38.9$23.1$2.55$1.20$1.35
2012Summary only. Only limited summary data is available for this year.$54.7$34.5$20.2$4.41$1.05$3.36
2011Summary only. Only limited summary data is available for this year.$46.0$28.4$17.6$2.55$0.99$1.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$17.4$13.6$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 30, 2026
Return Version
2024v5.5
Gross Receipts
$37,207,287
Mission and Program Overview

Mission

The foundation exists to support the mission of the roman catholic church, especially in the ten archdiocesan counties of southeastern wisconsin. It fulfills those objectives by attracting charitable funds, using those resources wisely and efficiently in addressing key concerns of the community, and carrying out the intentions of its donors to affect positive change and growth in programs and projects that further the mission of the catholic church.

To receive gifts, establish donor funds, provide proper management of resources, and to provide for the current and future needs of the catholic community of the ten counties of the archdiocese of milwaukee through its grant program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$114,325,001$136,283,313▲ $21,958,312
Investments Other Securities$40,805,682$39,247,286▼ $1,558,396
Accounts Receivable$169,160$151,055▼ $18,105
Cash and Non-Interest-Bearing Accounts$172,204$114,958▼ $57,246
Land, Buildings, and Equipment, Net$23,862$20,545▼ $3,317
Prepaid Expenses and Deferred Charges$3,225$3,225→ $0
Total Assets$155,560,312$175,853,809▲ $20,293,497
Other Assets Total$61,178$33,427▼ $27,751
Liabilities
Escrow Account Liability$93,694,847$105,347,096▲ $11,652,249
Accounts Payable and Accrued Expenses$296,922$299,232▲ $2,310
Other Liabilities$62,710$34,658▼ $28,052
Total Liabilities$94,054,479$105,680,986▲ $11,626,507
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$52,282,878$60,200,373▲ $7,917,495
Net Assets With Donor Restrictions$9,222,955$9,972,450▲ $749,495
Total Net Assets Fund Balance$61,505,833$70,172,823▲ $8,666,990
Total Liabilities and Net Assets / Fund Balance$155,560,312$175,853,809▲ $20,293,497

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,545$114,740$135,285
Other Securities$12,416,850--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$60,013,419$3,636,072▲ $7,935,516$568,783$68,359,428
2023$55,883,859$497,780▲ $6,784,937$523,363$60,013,419
2022$50,997,769$1,080,588▲ $6,838,807$486,136$55,883,859
2021$61,633,080$3,017,984▼ $10,730,242$540,093$50,997,769
2020$48,194,427$372,362▲ $15,812,106$511,850$61,633,080
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Ellen MarkowskiEmeritus Director/presidentFT$218,476$26,098$244,574
John BlickleControllerFT$113,116$30,827$143,943

Board Members and Trustees

NameTitle
Thomas NolteChairman
Tony NguyenPresident
Amy KiiskilaDirector
Anne TrunzoDirector
Barbara Anne CusackDirector
Carol McinernyDirector
Christopher BrownDirector
David StrelitzDirector
Kathleen HuevlerDirector
Keith SierraDirector
Lisa Uy FernandezDirector
Madeline NevermanDirector
Mark AndresDirector
Matthew FaheyDirector
Mike JoeckenDirector
Most Rev James SchuermanDirector
Peter KoleskeDirector
Rev Oriol RegalesDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Marquette Associates INCInvestment Consulting180 N LASALLE STREET SUITE 3500, Chicago, IL 60601$118,665
Revenue and Support

Revenue Composition

Contributions and Grants
$3,648,622
Program Service Revenue
$376,752
Investment Income
$4,467,375
Other Revenue
$-12,550
All Other Contributions
$3,599,790
Change in Net Assets
$5,048,993

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,150,891
Revenue Not Reported on Financial Statements
$329,308
Revenue Not Reported on Form 990
$3,647,852
Total Revenue per Audited Statements
$11,798,743
Total Revenue per Form 990
$8,480,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,357,166
Salaries, Compensation, and Employee Benefits$595,443
Other Expenses$478,597
Total Fundraising Expense$250,515
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,357,166--$2,357,166
Current Officers, Directors, Trustees, and Key Employees$50,619$84,368$202,482$337,469
Fees for Service Investment Mgmnt Fees-$329,308-$329,308
Other Salaries and Wages$89,557$89,557-$179,114
Occupancy-$41,804-$41,804
Payroll Taxes$9,775$11,727$11,713$33,215
Other Employee Benefits$16,558$16,557-$33,115
Office Expenses-$17,643$4,672$22,315
Information Technology-$22,268-$22,268
Advertising--$19,735$19,735
Fees for Services Accounting-$17,600-$17,600
Pension Plan Contributions$6,265$6,265-$12,530
Conferences and Meetings--$11,913$11,913
Depreciation Depletion-$5,245-$5,245
Insurance-$3,912-$3,912
Fees for Services Legal-$2,826-$2,826
Travel-$1,671-$1,671
Total Functional Expenses$2,529,940$650,751$250,515$3,431,206

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,431,206
Total Expenses per Audited Statements$3,131,753
Expenses per Audited Statements$3,101,898
Expenses Not Reported on Financial Statements$329,308
Expenses Not Reported on Form 990$29,855
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation of Holy AngelsWest Bend, WI501(c)(3)Operations for the Parish and the School Trust Fund$188,890
Archdiocese of MilwaukeeMilwaukee, WI501(c)(3)Support Various Programs$170,415
St Francis De Sales SeminarySt Francis, WI501(c)(3)Help Support Education of New Seminars, Programs and Building Restoration$160,088
Waukesha Catholic School SystemWaukesha, WI501(c)(3)Tuition Assistance and General Support$117,920
Dominican High SchoolWhitefish Bay, WI501(c)(3)Tuition Assistance$66,670
School Sisters of Notre DameWauwatosa, WI501(c)(3)Health Care Costs of Retired Sisters and General Support$66,093
The Center for Working FamiliesBrookfield, WI501(c)(3)Support the Meal Programs in Ecuador$66,000
World Mission MinistriesSt Francis, WI-Support Programs at La Sagrada Familia$66,000
Catholic Charities of the Archdiocese of MilwaukeeMilwaukee, WI501(c)(3)Support of Various Programs$57,591
Ascension Wisconsin FoundationMilwaukee, WI501(c)(3)Support Various Programs$50,000
School Sisters of St Francis IncMilwaukee, WI501(c)(3)Health Care Costs of Retired Sisters$50,000
Messmer Catholic SchoolsMilwaukee, WI501(c)(3)Various Programs$42,228
Notre Dame School of MilwaukeeMilwaukee, WI501(c)(3)Support Various Programs and Tuition Assistance$37,116
Marquette UniversityMilwaukee, WI501(c)(3)Scholarship Programs$35,710
John Paul Ii AcademyRacine, WI501(c)(3)Scholarship Support$31,420
Society of the Divine Savior Salvatorian Priests and BrothersMilwaukee, WI501(c)(3)Operational Support for Salvatorian Priests and Brothers$30,724
Andean Health & DevelopmentCarol Stream, IL501(c)(3)Operational Support$30,000
St Leonard Parish SchoolMuskego, WI501(c)(3)Operational Support and Tuition Assistance$29,591
St Alphonsus Parish SchoolGreendale, WI501(c)(3)Tuition Assistance$29,000
St Thomas More High School IncMilwaukee, WI501(c)(3)Support College Career Readiness Program and Tuition Assistance$26,670
WOMEN'S CARE CENTER OF MILWAUKEEMilwaukee, WI-Operational Support$25,500
St Lawrence SeminaryMount Calvary, WI501(c)(3)Operational Support and Tuition Assistance$25,123
Salvatorian Mission WarehouseNew Holstein, WI501(c)(3)Operational Support$25,110
Catholic Memorial High SchoolWaukesha, WI501(c)(3)Tuition Assistance$24,775
Cathederal of St John the EvangelistMilwaukee, WI501(c)(3)Help Support the Open Door Caf and Other Programs$23,300
The Cathedral Center IncMilwaukee, WI501(c)(3)Support Various Programs$21,575
Province of St Joseph of the Capuchin OrderMilwaukee, WI501(c)(3)SUPPORT ST. BEN'S COMMUNITY MEAL PROGRAM AND HOUSE OF PEACE$21,550
Benedict CenterMilwaukee, WI501(c)(3)HELP SUPPORT THE WOMEN'S HARM REDUCTION PROGRAM AND SISTERS NORTH PROGRAM$20,000
St Vincent De Paul SocietyMilwaukee, WI501(c)(3)Support Meal Program$20,000
Vision Forward AssociationMilwaukee, WI501(c)(3)Support Vision Rehabilitation Therapy Programs$20,000
Seton Catholic Schools IncMilwaukee, WI501(c)(3)Student Reading Materials$18,800
Nativity Jesuit AcademyMilwaukee, WI501(c)(3)Tuition Assistance$18,556
All Saints SchoolKenosha, WI501(c)(3)Tuition Assistance$17,000
Divine Savior Catholic SchoolFredonia, WI501(c)(3)Tuition Assistance$17,000
St Bruno Parish SchoolDousman, WI501(c)(3)Tuition Assistance$17,000
St Joseph ParishGrafton, WI501(c)(3)Tuition Assistance$17,000
Salesian MissionsNew Rochelle, NY501(c)(3)Operational Support$16,093
Sisters of St Francis of AssisiSt Francis, WI501(c)(3)Operational Support$16,093
St Catherine High SchoolRacine, WI501(c)(3)Tuition Assistance$15,710
Catholic Central High SchoolBurlington, WI501(c)(3)Tuition Assistance$15,670
Pius Xi High SchoolMilwaukee, WI501(c)(3)Tuition Assistance$15,670
Philippine Cultural & Civic Center FoundationGreenfield, WI501(c)(3)Support Free Medical Clinic$15,500
Core El CentroMilwaukee, WI501(c)(3)Support the Health Navigators Program$15,000
Journey House Center for Family LearningMilwaukee, WI501(c)(3)Support Programs for Ell, Bilingual Adult Skills, Ged, Etc$15,000
Medical College of WiMilwaukee, WI501(c)(3)Operations for Saturday Clinic for Uninsured$15,000
Milwaukee Center for Children and Youth IncMilwaukee, WI501(c)(3)Support Youth Programs$15,000
Shalom Center of Interfaith Network of KenoshaKenosha, WI501(c)(3)Program Support$15,000
St Andrew Parish SchoolDelavan, WI501(c)(3)Relaunch of Spartan Club - Bilingual Program$15,000
United Community Center IncMilwaukee, WI501(c)(3)Help Support the School Health Center$15,000
St Joseph Parish SchoolBig Bend, WI501(c)(3)Operational Support$14,591
Holy Family ParishFond Du Lac, WI501(c)(3)Operational Support$13,070
Bread of Healing Clinic IncMilwaukee, WI501(c)(3)Help Provide Health Services to Uninsured Adults$12,500
Community Smiles DentalWaukesha, WI501(c)(3)Oral Health Services$10,000
Family Promise of Ozaukee CountyPort Washington, WI501(c)(3)Operational Support$10,000
Family Promise of Waukesha CountyWaukesha, WI501(c)(3)Support Homeless Seervices$10,000
Franciscan Peacemakers IncMilwaukee, WI501(c)(3)Support Clare Community Programs$10,000
Hebron Housing ServicesPewaukee, WI501(c)(3)Operating Support Expenses at Juno House$10,000
Hope Center IncWaukesha, WI501(c)(3)Operating Support for Meal, Clothing, and Move Programs$10,000
Jewish Family ServicesMilwaukee, WI501(c)(3)Support the Outpatient Mental Health Clinic$10,000
Project Return IncMilwaukee, WI501(c)(3)Support Program for People Leaving Prison$10,000
Senior Companion Program IncRacine, WI501(c)(3)Support Operating and Programming Costs$10,000
St Ann Center for Intergenerational CareMilwaukee, WI501(c)(3)Support Gardetto Family Community Dental Clinic$10,000
St John the Baptist Parish SchoolPlymouth, WI501(c)(3)Update Technology$10,000
THE WOMEN'S CENTERWaukesha, WI501(c)(3)Support Programs for Women/families Impacted by Domestic Violence$10,000
Maryknoll Fathers and BrothersMaryknoll, NY501(c)(3)General Support$9,953
Crosier FathersOnamia, MN501(c)(3)Operational Support$9,453
Edmundite MissionSelma, AL501(c)(3)Operational Support$9,453
Missionary Oblates of Mary ImmaculateBellville, IL501(c)(3)Operational Support$9,453
Priests Ofthe Sacred HeartHales Corners, WI501(c)(3)Operational Support$9,453
Sisters of the Divine SaviorMilwaukee, WI501(c)(3)Operational Support$9,453
Soaring EagleBillings, MT501(c)(3)Operational Support$9,453
Trinity MissionsSilver Spring, MD501(c)(3)Operational Support$9,453
Foundation for Religious RetirementSt Francis, WI501(c)(3)Operational Support$9,270
St Matthew Parish SchoolOak Creek, WI501(c)(3)Tuition Assistance$8,800
Gesu ParishMilwaukee, WI501(c)(3)Operational Support$8,171
St Mary Parish SchoolHales Corners, WI501(c)(3)Tuition Assistance$8,000
All Saints Catholic ChurchMilwaukee, WI501(c)(3)Support Programs$7,500
Audio & Braille Literacy Enhancement IncMilwaukee, WI501(c)(3)Support Braille Transcription Program$7,500
Hmong American Friendship Association IncMilwaukee, WI501(c)(3)Support Medical Interpretation$7,500
Hopes Center of Racine Wi IncRacine, WI501(c)(3)Support Street Outreach Program$7,500
Impact IncMilwaukee, WI501(c)(3)Support Alcohol and Other Drug Abuse Services$7,500
KATHY'S HOUSEMilwaukee, WI501(c)(3)Provide Affordable Lodging for Families in Mke for Medical Care$7,500
Prevent Blindness WisconsinMilwaukee, WI501(c)(3)Support Vision Screening Program$7,500
Project Concern of Cudahy-st Francis IncCudahy, WI501(c)(3)Support the Food Pantry$7,500
Wisconsin Veterans NetworkWest Allis, WI-Support Wi Veterans$7,500
Glenmary SistersOwensboro, KY501(c)(3)Operational Support$6,640
Family Sharing of Ozaukee County IncGrafton, WI501(c)(3)Support Mobile Food Pantry$6,200
Marquette University High SchoolMilwaukee, WI501(c)(3)Tuition Assistance$5,825
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$42,405
Fundraising Gross Income$29,855
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$78,687$29,855-$29,855
Total Events$78,687$29,855$42,405$-12,550
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$34,658
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The archbishop of milwaukee”

Form 990, Part VI, Section A, Line 7B

“Confirmation of the appointment of new directors, the foundation's president (ceo) and chairperson of the board of directors.”

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

“Form 990 is reviewed by the audit and finance committee of the board of directors.”

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

“Information obtained through distribution of annual conflict and duality of interest disclosure statements.”

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

“Review and recommendation by executive committee, approval by board of directors.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Archdiocese of Milwaukee Catholic
EIN
39-2005163
Phone
4144316402
Address
637 E ERIE ST, MILWAUKEE, WI 53213

Signing Officer

Name
Tony Nguyen
Title
President
Phone
4144316402
Signed
2026-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Nguyen
Formed
2000
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
17
Employees
5
Volunteers
18

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed. Form 990 is reviewed by the audit and finance committee of the board of directors.”

Financial Statement Notes

PART IV, LINE 2B:

“The organization maintains and manages custodial investment accounts for various non-profit organizations with similar missions. All custodial balances are included in form 990 part x line 11 and 12, as well as in form 990 part x line 21.”

PART V, LINE 4:

“See form 990 part iii line 1.”

PART X, LINE 2:

“The foundation 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. As a result of certain investments, portions of the foundation's pass-through investment income are considered to be unrelated business income. Accordingly, the foundation may be subject to the unrelated business income tax. No provision for income taxes was necessary for the current or prior tax years. The foundation has implemented accounting for uncertainty in income taxes in accordance with accounting principles generally accepted in the united states of america. This standard prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosures required. The foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the foundation's financial position, results of operations or cash flows. Accordingly, the foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions as of current or previous year end.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“FUNDRAISING 29,855.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“FUNDRAISING 29,855.”

Raw XML AppendixShowing 400 of 1,567 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0341503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05598934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01764275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01574940
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01396208
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01488877
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01197287
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07421587
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01866789
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38710
IRS990ScheduleA/PublicSupportPY170Pct00.17550
IRS990ScheduleA/PublicSupportTotal170Amt05039754
IRS990ScheduleA/SubstantialContributorsTotAmt0559180
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03648622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0391089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0244443
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0973277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0341503
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05598934
IRS990ScheduleA/TotalSupportAmt013020521

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