Civic Intelligence

Archdiocese of Milwaukee Catholic Community Foundation Inc.

990 • Fiscal year 2016 • EIN 39-2005163

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 09, 2017

Organization ProfileWWW.LEGACIESOFFAITH.ORG
637 E Erie StMilwaukee, WI 53202

(414) 431-6402

Siviq Scores

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

Liabilities / Assets

80th percentile

0.70x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

36.31x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

60th percentile

5.2%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

17th percentile

$180,486

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

28th percentile

-2.2%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$85,778,759

Down $1,926,002 (-2.2%) from 2015

Net Assets

Down

$25,959,384

Down $903,505 (-3.4%) from 2015

Liabilities

Down

$59,819,375

Down $1,022,497 (-1.7%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin60th percentile

Revenue

Down

$1,647,646

Down $1,271,849 (-44%) from 2015

Expenses

Up

$1,561,275

Up $86,210 (+5.8%) from 2015

Net Income

Down

$86,371

Down $1,358,059 (-94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2016

Assets$85,778,759
Liabilities$59,819,375
Net Assets$25,959,384
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,647,646
Expenses$1,561,275
Net Income$86,371
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 9, 2017
Return Version
2015v3.0
Gross Receipts
$5,277,781
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$71,226,700$68,222,061▼ $3,004,639
Investments Other Securities$16,183,834$17,142,369▲ $958,535
Cash and Non-Interest-Bearing Accounts$163,755$312,196▲ $148,441
Accounts Receivable$111,420$86,392▼ $25,028
Land, Buildings, and Equipment, Net$14,818$11,507▼ $3,311
Prepaid Expenses and Deferred Charges$4,234$4,234→ $0
Total Assets$87,704,761$85,778,759▼ $1,926,002
Liabilities
Escrow Account Liability$60,593,330$59,596,218▼ $997,112
Accounts Payable and Accrued Expenses$248,542$223,157▼ $25,385
Total Liabilities$60,841,872$59,819,375▼ $1,022,497
Net Assets / Fund Balance
Unrestricted Net Assets$18,194,253$17,751,824▼ $442,429
Temporarily Rstr Net Assets$8,668,636$8,207,560▼ $461,076
Total Net Assets Fund Balance$26,862,889$25,959,384▼ $903,505
Total Liabilities and Net Assets / Fund Balance$87,704,761$85,778,759▼ $1,926,002

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,507$70,852-
Other Securities$12,546,764--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$26,706,808$395,373▲ $30,075$237,335$25,830,091
2015$26,540,903$1,505,727▼ $52,243$199,309$26,706,808
2014$22,930,188$668,596▲ $4,108,043$172,389$26,540,903
2013$20,056,587$1,619,402▲ $2,259,028$157,440$22,930,188
2012$17,521,274$3,198,214▲ $179,906$135,207$20,056,587
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Ellen MarkowskiPresidentFT$150,500$29,986$180,486

Board Members and Trustees

NameTitle
John HerbersVice Chair
Ann M RiegerVice President/treasurer
Dave MorrisVicechairman/vice President
Adam J WienschDirector
Barbara Anne CusackDirector
Camela M MeyerDirector
Debra AlderDirector
Jim WozniakDirector
John MarekDirector
Judy KeyesDirector
Leslie a BlumDirector
Maureen StapletonDirector
Patti Van KampenDirector
Thomas J FischerDirector
Thuy BarronDirector
F Jon BarankoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$349,032
Program Service Revenue
$231,502
Investment Income
$1,019,951
Other Revenue
$47,161
All Other Contributions
$335,464
Change in Net Assets
$86,371

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,483,763
Revenue Not Reported on Financial Statements
$163,883
Revenue Not Reported on Form 990
$-989,876
Total Revenue per Audited Statements
$493,887
Total Revenue per Form 990
$1,647,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$887,681
Salaries, Compensation, and Employee Benefits$389,316
Other Expenses$284,278
Total Fundraising Expense$180,391
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$887,681--$887,681
Current Officers, Directors, Trustees, and Key Employees-$49,538$148,615$198,153
Fees for Service Investment Mgmnt Fees-$165,290-$165,290
Other Salaries and Wages$66,500$66,500-$133,000
Occupancy-$42,724-$42,724
Other Employee Benefits$18,968$19,340-$38,308
Other Expenses--$17,419$17,419
Advertising-$5,136$11,050$16,186
Information Technology-$11,909-$11,909
Fees for Services Accounting-$11,400-$11,400
Payroll Taxes$5,529$5,087-$10,616
Pension Plan Contributions$4,584$4,655-$9,239
Office Expenses-$4,484$3,307$7,791
Depreciation Depletion-$3,311-$3,311
Fees for Services Legal-$3,049-$3,049
Insurance-$2,581-$2,581
Conferences and Meetings-$1,657-$1,657
Travel-$961-$961
Total Functional Expenses$983,262$397,622$180,391$1,561,275

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,561,275
Expenses per Audited Statements$1,397,392
Total Expenses per Audited Statements$1,397,392
Expenses Not Reported on Financial Statements$163,883
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Archdiocese of MilwaukeeMilwaukee, WI501(c)(3)Support of Various Programs$60,728
Saint Francis De Sales SeminarySt Francis, WI501(c)(3)Help Support Education of New Seminarians$40,015
Holy Angels School Trust FundWest Bend, WI501(c)(3)Support for the School Trust Fund$23,947
Congregation of Holy AngelsWest Bend, WI501(c)(3)Operations for Parish$23,205
John Paul Ii AcademyRacine, WI501(c)(3)Tuition Assistance$22,185
Benedict CenterMilwaukee, WI501(c)(3)HELP SUPPORT THE WOMEN'S HARM REDUCTION PROGRAM'S ALCOHOL AND OTHER DRUG ADDICTION COUNSELING$22,000
Catholic Charities of the Archdiocese of MilwaukeeMilwaukee, WI501(c)(3)Support of Various Programs$20,000
Columbia St Marys FoundationMilwaukee, WI501(c)(3)HELP FUND SERVICES AT ST. BEN'S CLINIC AT THE CATHEDRAL CENTER ($10,000) AND ST. ELIZABETH ANN SETON DENTAL CLINIC ($10,000)$20,000
Penfield Childrens CenterMilwaukee, WI501(c)(3)Operations for Special Care Nursery$20,000
School Sisters of Notre DameElm Grove, WI501(c)(3)Operational Support and Nurse Hours for Retirement Center$17,311
Salvatorian Mission WarehouseNew Holstein, WI501(c)(3)Operational Support$17,255
Saint Thomas More High SchoolMilwaukee, WI501(c)(3)Help Support Steubenville Youth Conference Participation & Tuition Assistance$17,000
Messmer Catholic SchoolsMilwaukee, WI501(c)(3)Tuition Assistance for St. Rose and St. Leo School Students$16,625
Marquette UniversityMilwaukee, WI501(c)(3)Various Programs$16,592
Divine Mercy SchoolSouth Milwaukee, WI501(c)(3)Tuition Assistance$16,000
Aids Resource Center of WiMilwaukee, WI501(c)(3)Operational Support$15,000
Coreel CentroMilwaukee, WI501(c)(3)Help Support Integrative Health Program$15,000
Province of St Joseph of the Capuchin OrderMilwaukee, WI501(c)(3)SUPPORT HOUSE OF PEACE HOLIDAY FOOD BASKETS($12,000) AND ST. BEN'S COMMUNITY MEAL PROGRAM ($15,000)$15,000
Seton Catholic Schools IncMilwaukee, WI501(c)(3)Help Support Initiative to Improve Academic and Spiritual Outcomes for Urban Catholic Schools in Milwaukee$15,000
Sixteenth Street Community Health CenterMilwaukee, WI501(c)(3)Help Support Bilingual Asthma Self Management Program$15,000
St Ann Center for Intergenerational CareMilwaukee, WI501(c)(3)Help Support the Health & Wellness Clinic$15,000
The Gathering of Southeast WisconsinMilwaukee, WI501(c)(3)Operating Support for Meal Program$15,000
Vision Forward AssociationMilwaukee, WI501(c)(3)Help Support Vision Rehabilitation Therapy Programs$15,000
Catholic Memorial High SchoolWaukesha, WI501(c)(3)Various Programs$13,500
Notre Dame Schools of MilwaukeeMilwaukee, WI501(c)(3)Help Support After School Enrichment Program & Tuition Support$13,178
JOHN XXIII EDUCATIONAL CENTER ST PATRICK'S PARISHRacine, WI501(c)(3)Help Support Various Afterschool, Outreach and Parent Education Programs$12,000
St Mary Magdalen CongregationMilwaukee, WI501(c)(3)Program Support for the Korean Catholic Community$11,000
Divine Savior Holy Angels High SchoolMilwaukee, WI501(c)(3)Various Scholarship Support Programs$10,554
Casa Romero Renewal CenterMilwaukee, WI501(c)(3)Help Support Middle School Retreat Series$10,000
Cathedral of St John the EvangelistMilwaukee, WI501(c)(3)Help Support Open Door Cafe$10,000
Commonground MinistryWauwatosa, WI501(c)(3)OPERATIONS FOR ELENA'S HOUSE$10,000
Franciscan PeacemakersMilwaukee, WI501(c)(3)Help Support Clare Community Program$10,000
Hopes Center IncRacine, WI501(c)(3)General Support of Day Shelter for People in Waukesha County$10,000
Inspirio Youth Ministries IncNashotah, WI501(c)(3)Help Support Christian Leadership Development of Youth Initiative$10,000
Medical College of WisconsinMilwaukee, WI501(c)(3)Operations for Saturday Clinic for the Uninsured$10,000
Milwaukee Christian CenterMilwaukee, WI501(c)(3)Help Support Healthy Senior Check-up Program & Fitness Series$10,000
United Community CenterMilwaukee, WI501(c)(3)Elderly Support at Senior Center$10,000
Wheaton Franciscan Healthcare Foundation for St Francis and FranklinMilwaukee, WI501(c)(3)Help Support Mental & Behavioral Health Therapeutic Resource Program$10,000
Wheaton Franciscan Healthcare St Joseph FoundationMilwaukee, WI501(c)(3)Help Support Safe Place for Newborns Program$10,000
St Catherine High SchoolRacine, WI501(c)(3)Tuition Assistance$9,093
Philippine Cultural & Civic Center Foundation IncMilwaukee, WI501(c)(3)Help Support Philippine Center Free Medical Clinic$9,000
Catholic Central High SchoolBurlington, WI501(c)(3)Help Support Purchase of Theoloy Dept. Textbooks$8,900
St John the Evangelist SchoolGreenfield, WI501(c)(3)Tuition Assistance$8,800
Daystar IncMilwaukee, WI501(c)(3)General Support$8,000
My Home Your Home IncMilwaukee, WI501(c)(3)OPERATIONS FOR LISSY'S PLACE, HAVEN FOR HOMELESS/ABUSED WOMEN$8,000
Bread of Healing ClinicMilwaukee, WI501(c)(3)Help Provide Medications Including Insulin and Asthma Inhalers for Uninsured Patients to Manage Diabetes/asthma$7,500
College PossibleMilwaukee, WI501(c)(3)Help Support Program Offering St. Anthony Hs Students Resources Needed to Earn College Admission$7,500
Milwaukee Achiever Literacy Services IncMilwaukee, WI501(c)(3)Help Support Adult Literacy Program$7,500
New Threads of HopeWauwatosa, WI501(c)(3)Operational Support$7,500
Sharp LiteracyMilwaukee, WI501(c)(3)Help Support Literacy Program$7,500
St Elizabeth Ann Seton Catholic SchoolSheboygan, WI501(c)(3)Help Purchase Chromebooks$7,500
THE WOMEN'S CENTER INCWaukesha, WI-Help Support Programs and Services for Women Affected by Domestic Violence$7,500
Marquette University High SchoolMilwaukee, WI501(c)(3)Tuition Assistance and General Support$6,680
St Gabriel Catholic Parish SchoolHubertus, WI501(c)(3)Help Support K-5 Science Fusion Project$6,000
Foundation for Religious RetirementSt Francis, WI501(c)(3)Operational Support$5,753
Audio & Braille Literacy Enhancement IncMilwaukee, WI501(c)(3)Help Support Braille Transcription and Production of Audio Books for the Blind$5,000
Dominican High SchoolWhitefish Bay, WI501(c)(3)General Support$5,000
Hunger Task ForceMilwaukee, WI501(c)(3)Help Support the Emergency Food Program$5,000
Milwaukee Center for Children & Youth IncMilwaukee, WI501(c)(3)HELP SUPPORT CHILDREN'S ADVOCAY & FAMILY RESTORATION PROJECT$5,000
Milwaukee Rescue MissionMilwaukee, WI501(c)(3)Help Provide Services for Homeless People$5,000
Our Next Generation IncMilwaukee, WI501(c)(3)Help Support Community of Learners Program$5,000
Our Space IncMilwaukee, WI501(c)(3)Help Support Wellness Program$5,000
Petawa Residence and Cultural CenterMilwaukee, WI501(c)(3)Operational Support$5,000
Pius Xi High School Performing Arts AcademyMilwaukee, WI501(c)(3)Help Support Performing Arts Academy Programs$5,000
Prevent Blindness WisconsinMilwaukee, WI501(c)(3)Help Support Vision Screening Program for Milwaukee Area Catholic Schools$5,000
Soar of Racine IncRacine, WI501(c)(3)Help Support Scholars Program for Academic Support at Our Lady of Grace Academy and John Paul Ii Academy$5,000
St Joseph ParishBig Bend, WI501(c)(3)Help Support Tuition Angel Program$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,729
Fundraising Direct Expenses$13,568
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$74,297$60,729$554$60,175
Total Events$74,297$60,729$13,568$47,161
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
Audit committee
Yes
Backup withholding compliance
Yes
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 11

“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 53202

Signing Officer

Name
Mary Ellen Markowski
Title
President
Phone
4144316402
Signed
2017-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ellen Markowski
Formed
2000
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
16
Employees
3
Volunteers
0

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Joel Joyce
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. The foundation 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. 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 on june 30, 2016.”

Raw XML AppendixShowing 400 of 1,251 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/ActivityOrMissionDesc0TO 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.
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IRS990/Desc0THE FOUNDATION DISTRIBUTED $887,681 TO 106 ORGANIZATIONS/PROGRAMS IN FISCAL YEAR 2015/2016 FOCUSING ON FOUR GRANT PRIORITIES: 1) PROVIDING EDUCATION - THE FOUNDATION SUPPORTS CATHOLIC SCHOOLS AND RELIGIOUS EDUCATION PROGRAMS THAT PROVIDE FORMATION IN KINDERGARTEN THROUGH TWELFTH GRADE. 2) LEADERSHIP DEVELOPMENT - PARISHES, SCHOOLS AND AGENCIES MUST HAVE LEADERS WHO ARE ABLE TO ENGAGE PEOPLE IN CREATING A SHARED VISION FOR THE FUTURE WHILE DEVELOPING SOUND STRATEGIES AND INFRASTRUCTURES TO ACHEIVE THE VISION. 3) COMMUNITY BUILDING - THE FOUNDATION SUPPORTS INITIATIVES THAT STRENGTHEN FAMILIES, PARISHES, AND THOSE SUFFERING FROM POVERTY, DISCRIMINATION, AND VIOLENCE. 4) HEALTH CARE - THROUGH A FUND ESTABLISHED BY THE ST. ANTHONY FOUNDATION, THE FOUNDATION SUPPORTS THOSE ORGANIZATIONS THAT ARE ENGAGED IN PROVIDING HEALTH CARE SERVICES IN THE CITY OF MILWAUKEE, WITH PARTICULAR ATTENTION BEING GIVEN TO THE CENTRAL PORTIONS OF THE CITY THAT WERE FORMERLY SERVED BY ST. ANTHONY HOSPITAL. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL TO ALL GRANT DISTRIBUTIONS.
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IRS990/DistributionToDonorInd00
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IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt060593330
IRS990/EscrowAccountLiabilityGrp/EOYAmt059596218
IRS990/ExpenseAmt0983262
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011400
IRS990/FeesForServicesAccountingGrp/TotalAmt011400
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03049
IRS990/FeesForServicesLegalGrp/TotalAmt03049
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0165290
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0165290
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY ELLEN MARKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN HERBERS
IRS990/Form990PartVIISectionAGrp/PersonNm3F JON BARANKO
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBRA ALDER
IRS990/Form990PartVIISectionAGrp/PersonNm5THUY BARRON
IRS990/Form990PartVIISectionAGrp/PersonNm6LESLIE A BLUM
IRS990/Form990PartVIISectionAGrp/PersonNm7BARBARA ANNE CUSACK
IRS990/Form990PartVIISectionAGrp/PersonNm8THOMAS J FISCHER
IRS990/Form990PartVIISectionAGrp/PersonNm9JUDY KEYES
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN MAREK
IRS990/Form990PartVIISectionAGrp/PersonNm11CAMELA M MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm12ANN M RIEGER
IRS990/Form990PartVIISectionAGrp/PersonNm13MAUREEN STAPLETON
IRS990/Form990PartVIISectionAGrp/PersonNm14ADAM J WIENSCH
IRS990/Form990PartVIISectionAGrp/PersonNm15PATTI VAN KAMPEN
IRS990/Form990PartVIISectionAGrp/PersonNm16JIM WOZNIAK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICECHAIRMAN/VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/FormationYr02000
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt013568
IRS990/FundraisingDirectExpensesAmt013568
IRS990/FundraisingGrossIncomeAmt060729
IRS990/GainOrLossGrp/SecuritiesAmt0536373
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0887681
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0887681
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04152940
IRS990/GrossReceiptsAmt05277781
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011909
IRS990/InformationTechnologyGrp/TotalAmt011909
IRS990/InsuranceGrp/ManagementAndGeneralAmt02581
IRS990/InsuranceGrp/TotalAmt02581
IRS990/InvestmentIncomeGrp/ExclusionAmt0483578
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0483578
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt016183834
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt017142369
IRS990/InvestmentsPubTradedSecGrp/BOYAmt071226700
IRS990/InvestmentsPubTradedSecGrp/EOYAmt068222061
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt011507
IRS990/LandBldgEquipCostOrOtherBssAmt082359
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03616567
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt026862889
IRS990/NetAssetsOrFundBalancesEOYAmt025959384
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0536373
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0536373
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt047161
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt047161
IRS990/NetUnrelatedBusTxblIncmAmt0-1349
IRS990/NetUnrlzdGainsLossesInvstAmt0-989876
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt042724
IRS990/OccupancyGrp/TotalAmt042724
IRS990/OfficeExpensesGrp/FundraisingAmt03307
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04484
IRS990/OfficeExpensesGrp/TotalAmt07791
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019340
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018968
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038308
IRS990/OtherExpensesGrp/Desc0FUND RAISING EVENTS
IRS990/OtherExpensesGrp/FundraisingAmt017419
IRS990/OtherExpensesGrp/TotalAmt017419
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt066500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt066500
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05087
IRS990/PayrollTaxesGrp/ProgramServicesAmt05529
IRS990/PayrollTaxesGrp/TotalAmt010616
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04655
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04584
IRS990/PensionPlanContributionsGrp/TotalAmt09239
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04234
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04234
IRS990/PrincipalOfficerNm0MARY ELLEN MARKOWSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0AGENCY FUND ADMINISTRATIVE FEE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0231502
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01446861
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt01194185
IRS990/PYOtherExpensesAmt0285834
IRS990/PYOtherRevenueAmt045675
IRS990/PYProgramServiceRevenueAmt0232774
IRS990/PYRevenuesLessExpensesAmt01444430
IRS990/PYSalariesCompEmpBnftPaidAmt0347853
IRS990/PYTotalExpensesAmt01475065
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02919495
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt086371
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0231502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0396193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01492536
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0669697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01620102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03202057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07380585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0483578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0418385
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0295343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0296357
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0380838
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01874501
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0231502
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0232774
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0177692
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0152661
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0135041
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0929670
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72470
IRS990ScheduleA/PublicSupportPY170Pct00.75940
IRS990ScheduleA/PublicSupportTotal170Amt07380585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0396193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01492536
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0669697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01620102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03202057
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07380585
IRS990ScheduleA/TotalSupportAmt010184756
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.68000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0177149
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026706808
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0395373
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025830091
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0887681
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt030075
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0237335
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0246892
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt026540903
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01505727
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026706808
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0841378
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-52243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0199309
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0238786
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022930188
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0668596
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt026540903
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0754750

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,778,759
Liabilities
$59,819,375
Net assets
$25,959,384
Revenue
$1,647,646
Expenses
$1,561,275
Net income
$86,371
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