Civic Intelligence

Covey Inc.

990 • Fiscal year 2015 • EIN 39-6026845

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 12, 2016

Organization ProfileWWW.CPMIDEASTWIS.COM
36 Broad StOshkosh, WI 54901

(920) 424-4071

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.12x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.30x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

58th percentile

5.4%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

60th percentile

$82,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-5.5%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$3,959,571

Down $37,536 (-0.9%) from 2014

Net Assets

Down

$3,492,327

Down $81,065 (-2.3%) from 2014

Liabilities

Up

$467,244

Up $43,529 (+10%) from 2014

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin58th percentile

Revenue

Down

$1,547,289

Down $89,948 (-5.5%) from 2014

Expenses

Down

$1,463,764

Down $64,016 (-4.2%) from 2014

Net Income

Down

$83,525

Down $25,932 (-24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,579,293Liabilities 2010: $445,656Net Assets 2010: $3,133,6372010Assets 2011: $3,374,453Liabilities 2011: $532,996Net Assets 2011: $2,841,4572011Assets 2012: $3,491,155Liabilities 2012: $448,487Net Assets 2012: $3,042,6682012Assets 2013: $3,878,380Liabilities 2013: $433,584Net Assets 2013: $3,444,7962013Assets 2014: $3,997,107Liabilities 2014: $423,715Net Assets 2014: $3,573,3922014Assets 2015: $3,959,571Liabilities 2015: $467,244Net Assets 2015: $3,492,3272015Assets 2016: $4,066,317Liabilities 2016: $406,337Net Assets 2016: $3,659,9802016Assets 2017: $4,048,717Liabilities 2017: $367,782Net Assets 2017: $3,680,9352017Assets 2018: $3,537,683Liabilities 2018: $376,496Net Assets 2018: $3,161,1872018Assets 2019: $3,951,839Liabilities 2019: $380,511Net Assets 2019: $3,571,3282019Assets 2020: $4,412,262Liabilities 2020: $338,666Net Assets 2020: $4,073,5962020Assets 2021: $5,053,825Liabilities 2021: $565,416Net Assets 2021: $4,488,4092021Assets 2022: $4,426,581Liabilities 2022: $852,735Net Assets 2022: $3,573,8462022Assets 2023: $4,802,026Liabilities 2023: $1,112,542Net Assets 2023: $3,689,4842023Assets 2024: $5,090,792Liabilities 2024: $862,545Net Assets 2024: $4,228,2472024

Highlighted filing

2015

Assets$3,959,571
Liabilities$467,244
Net Assets$3,492,327
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,545,0452010Expenses 2011: $1,758,9742011Expenses 2012: $1,703,4392012Revenue 2013: $1,646,305Expenses 2013: $1,555,646Net Income 2013: $90,6592013Revenue 2014: $1,637,237Expenses 2014: $1,527,780Net Income 2014: $109,4572014Revenue 2015: $1,547,289Expenses 2015: $1,463,764Net Income 2015: $83,5252015Revenue 2016: $1,702,335Expenses 2016: $1,668,207Net Income 2016: $34,1282016Revenue 2017: $1,164,226Expenses 2017: $1,366,142Net Income 2017: -$201,9162017Revenue 2018: $1,041,407Expenses 2018: $1,308,042Net Income 2018: -$266,6352018Revenue 2019: $1,065,318Expenses 2019: $1,130,595Net Income 2019: -$65,2772019Revenue 2020: $1,236,794Expenses 2020: $1,045,158Net Income 2020: $191,6362020Revenue 2021: $1,226,795Expenses 2021: $1,217,170Net Income 2021: $9,6252021Revenue 2022: $1,334,341Expenses 2022: $1,529,602Net Income 2022: -$195,2612022Revenue 2023: $1,713,513Expenses 2023: $1,891,755Net Income 2023: -$178,2422023Revenue 2024: $2,515,409Expenses 2024: $2,115,573Net Income 2024: $399,8362024

Highlighted filing

2015

Revenue$1,547,289
Expenses$1,463,764
Net Income$83,525
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 12, 2016
Return Version
2015v2.1
Gross Receipts
$2,362,767
Mission and Program Overview

Mission

The mission of the organization is to provide services that positively affect the quality of life for persons with disabilities and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,066,437$1,954,153▼ $112,284
Land, Buildings, and Equipment, Net$611,617$551,312▼ $60,305
Savings and Temporary Cash Investments$171,162$357,078▲ $185,916
Accounts Receivable$118,252$128,648▲ $10,396
Pledges and Grants Receivable$46,079$46,654▲ $575
Prepaid Expenses and Deferred Charges$9,382$12,979▲ $3,597
Cash and Non-Interest-Bearing Accounts$199$215▲ $16
Total Assets$3,997,107$3,959,571▼ $37,536
Other Assets Total$973,979$908,532▼ $65,447
Liabilities
Mortgage Notes Payable Secured by Investment Property$336,726$316,610▼ $20,116
Accounts Payable and Accrued Expenses$65,294$130,413▲ $65,119
Other Liabilities$21,695$20,221▼ $1,474
Total Liabilities$423,715$467,244▲ $43,529
Net Assets / Fund Balance
Unrestricted Net Assets$2,590,343$2,528,733▼ $61,610
Permanently Rstr Net Assets$876,970$831,940▼ $45,030
Temporarily Rstr Net Assets$106,079$131,654▲ $25,575
Total Net Assets Fund Balance$3,573,392$3,492,327▼ $81,065
Total Liabilities and Net Assets / Fund Balance$3,997,107$3,959,571▼ $37,536

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$431,701$303,955$735,656
Equipment$346$236,334$236,680
Other Land Buildings$37,454$127,751$165,205
Land$81,811-$81,811
Other Assets Org$32,685--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$876,970-▼ $45,030-$831,940
2014$850,783$60▲ $27,420-$876,970
2013$755,064$135▲ $96,767-$850,783
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pam SchutzExecutive DiFT$82,000$82,000

Board Members and Trustees

NameTitle
Ritu TannanPresident
Brian HamillDirector
Jim EnglundDirector
Kathy EssonDirector
Roger BirschbachDirector
Sandra NoeDirector
Todd MillerDirector
Todd MoelyDirector
Barbara UeckerDelegate at
Jennifer GalowDelegate at
Phil JanesPast Preside
Elizabeth CasperSecretary
Wendy PotratzTreasurer
Erica FlukingerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$268,167
Program Service Revenue
$1,110,873
Investment Income
$118,338
Other Revenue
$49,911
All Other Contributions
$78,267
Change in Net Assets
$83,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,547,289
Revenue Not Reported on Form 990
$-140,860
Total Revenue per Audited Statements
$1,406,429
Total Revenue per Form 990
$1,547,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,044,606
Other Expenses$419,158
Total Fundraising Expense$3,275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$742,235$98,644$3,042$843,921
Current Officers, Directors, Trustees, and Key Employees-$82,000-$82,000
Payroll Taxes$66,212$14,892$233$81,337
Insurance$59,446$21,457-$80,903
Depreciation Depletion$38,751$7,481-$46,232
Fees for Services Other-$38,543-$38,543
Other Employee Benefits$13,247$24,101-$37,348
All Other Expenses$21,048$13,976-$35,024
Other Expenses$22,723$3,444-$26,167
Occupancy$7,033$18,060-$25,093
Office Expenses$6,178$11,135-$17,313
Interest$14,026$694-$14,720
Information Technology$1,302$11,632-$12,934
Fees for Service Investment Mgmnt Fees-$10,349-$10,349
Travel$3,593--$3,593
Total Functional Expenses$1,095,793$364,696$3,275$1,463,764

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,463,764
Total Expenses per Audited Statements$1,463,764
Total Expenses per Form 990$1,463,764
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,988
Fundraising Direct Expenses$30,852
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Axeltech Golf$37,340$30,665$15,214$15,451
Style Show$15,771$11,872$10,634$1,238
Total Events$53,111$42,537$25,848$16,689
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Special Assessment Payable$20,221
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed and approved by the board treasurer and management prior to filing. The board is provided with a copy.”

Form 990, Page 6, Part VI, Line 12C

“Board members, officers and directors must sign a conflict of interest statement in january of each year. This statement is then kept on file in the administrative office.”

Form 990, Page 6, Part VI, Line 15A

“The process for determining compensation for the ceo, executive director or top management is initiated at either the board of directors or finance committee level. Once the process has been initiated by either committee, statistics are collected for both industry and community comparables to provide a relevant range for the salary. Within the finance committee, the range may be further refined based on other significant factors within the position description. The range is then recommended by the finance committee to the board of directors for approval. If, during the interview process, there is a need for further refinement of the salary range or benefit package, the process once again starts at the finance committee level with suggestions for those further refinements sent to the board of directors for final approval.”

Form 990, Page 6, Part VI, Line 15B

“Compensation levels for all top management positions are periodically reviewed and compared to industry & community statistics.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Cerebral Palsy of Mideast
EIN
39-6026845
Phone
9204244071
Address
36 BROAD ST, OSHKOSH, WI 54901

Signing Officer

Name
Pam Schutz
Title
Executive Director
Phone
9204244071
Signed
2016-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Schutz
Formed
1954
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
106
Volunteers
50

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Joseph R Galarowicz
Phone
9209930105
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Restatement for removal of special 0 assessments that are not assets of the 0 organization -23,730 total -23,730”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“All endowment funds are permanently restricted. The principle will be retained in perpetuity and income from the funds will be used to further the mission of the organization.”

Raw XML AppendixShowing 400 of 565 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt065294
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0130413
IRS990/AccountsReceivableGrp/BOYAmt0118252
IRS990/AccountsReceivableGrp/EOYAmt0128648
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROVIDE SERVICES THAT POSITIVELY AFFECT THE QUALITY OF LIFE FOR PERSONS WITH DISABILITIES AND THEIR FAMILIES.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt078267
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013976
IRS990/AllOtherExpensesGrp/ProgramServicesAmt021048
IRS990/AllOtherExpensesGrp/TotalAmt035024
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0PAM SCHUTZ
IRS990/BooksInCareOfDetail/PhoneNum09204244071
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt036 BROAD ST
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 120
IRS990/BooksInCareOfDetail/USAddress/CityNm0OSHKOSH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054901
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0199
IRS990/CashNonInterestBearingGrp/EOYAmt0215
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt082000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt082000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt011424
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0268167
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0118338
IRS990/CYOtherExpensesAmt0419158
IRS990/CYOtherRevenueAmt049911
IRS990/CYProgramServiceRevenueAmt01110873
IRS990/CYRevenuesLessExpensesAmt083525
IRS990/CYSalariesCompEmpBnftPaidAmt01044606
IRS990/CYTotalExpensesAmt01463764
IRS990/CYTotalFundraisingExpenseAmt03275
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01547289
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07481
IRS990/DepreciationDepletionGrp/ProgramServicesAmt038751
IRS990/DepreciationDepletionGrp/TotalAmt046232
IRS990/Desc0ORGANIZATION PROVIDES SERVICE TO CLIENTS AFFLICTED WITH CP THROUGH EVALUATION, RESPITE CARE, TRANSPORTATION, SOCIAL DEVELOPMENT, INDEPENDENT LIVING, SUMMER CAMP AND RECREATIONAL ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0106
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01095793
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt0178476
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt038543
IRS990/FeesForServicesOtherGrp/TotalAmt038543
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010349
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010349
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0PHIL JANES
IRS990/Form990PartVIISectionAGrp/PersonNm1WENDY POTRATZ
IRS990/Form990PartVIISectionAGrp/PersonNm2ELIZABETH CASPER
IRS990/Form990PartVIISectionAGrp/PersonNm3ROGER BIRSCHBACH
IRS990/Form990PartVIISectionAGrp/PersonNm4TODD MOELY
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY ESSON
IRS990/Form990PartVIISectionAGrp/PersonNm6SANDRA NOE
IRS990/Form990PartVIISectionAGrp/PersonNm7RITU TANNAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNIFER GALOW
IRS990/Form990PartVIISectionAGrp/PersonNm9BARBARA UECKER
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM ENGLUND
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN HAMILL
IRS990/Form990PartVIISectionAGrp/PersonNm12ERICA FLUKINGER
IRS990/Form990PartVIISectionAGrp/PersonNm13TODD MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm14PAM SCHUTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1482000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DELEGATE AT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DELEGATE AT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt011424
IRS990/FundraisingDirectExpensesAmt030852
IRS990/FundraisingGrossIncomeAmt062988
IRS990/GainOrLossGrp/SecuritiesAmt030463
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0815089
IRS990/GrossReceiptsAmt02362767
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011632
IRS990/InformationTechnologyGrp/ProgramServicesAmt01302
IRS990/InformationTechnologyGrp/TotalAmt012934
IRS990/InsuranceGrp/ManagementAndGeneralAmt021457
IRS990/InsuranceGrp/ProgramServicesAmt059446
IRS990/InsuranceGrp/TotalAmt080903
IRS990/InterestGrp/ManagementAndGeneralAmt0694
IRS990/InterestGrp/ProgramServicesAmt014026
IRS990/InterestGrp/TotalAmt014720
IRS990/InvestmentIncomeGrp/ExclusionAmt087875
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt087875
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02066437
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01954153
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0668040
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0611617
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0551312
IRS990/LandBldgEquipCostOrOtherBssAmt01219352
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0784626
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROVIDE SERVICES THAT POSITIVELY AFFECT THE QUALITY OF LIFE FOR PERSONS WITH DISABILITIES AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0336726
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0316610
IRS990/NetAssetsOrFundBalancesBOYAmt03573392
IRS990/NetAssetsOrFundBalancesEOYAmt03492327
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt030463
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt030463
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt032136
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt032136
IRS990/NetUnrlzdGainsLossesInvstAmt0-140860
IRS990/NoncashContributionsAmt03467
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt018060
IRS990/OccupancyGrp/ProgramServicesAmt07033
IRS990/OccupancyGrp/TotalAmt025093
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011135
IRS990/OfficeExpensesGrp/ProgramServicesAmt06178
IRS990/OfficeExpensesGrp/TotalAmt017313
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0973979
IRS990/OtherAssetsTotalGrp/EOYAmt0908532
IRS990/OtherChangesInNetAssetsAmt0-23730
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024101
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013247
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037348
IRS990/OtherExpensesGrp/Desc0CLIENT SUPPLIES AND FOOD
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3STAFF EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04080
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14208
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23444
IRS990/OtherExpensesGrp/ProgramServicesAmt043488
IRS990/OtherExpensesGrp/ProgramServicesAmt129601
IRS990/OtherExpensesGrp/ProgramServicesAmt226910
IRS990/OtherExpensesGrp/ProgramServicesAmt322723
IRS990/OtherExpensesGrp/TotalAmt043488
IRS990/OtherExpensesGrp/TotalAmt133681
IRS990/OtherExpensesGrp/TotalAmt231118
IRS990/OtherExpensesGrp/TotalAmt326167
IRS990/OtherLiabilitiesGrp/BOYAmt021695
IRS990/OtherLiabilitiesGrp/EOYAmt020221
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017775
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017775
IRS990/OtherRevenueTotalAmt017775
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03042
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098644
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0742235
IRS990/OtherSalariesAndWagesGrp/TotalAmt0843921
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0233
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014892
IRS990/PayrollTaxesGrp/ProgramServicesAmt066212
IRS990/PayrollTaxesGrp/TotalAmt081337
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0876970
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0831940
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt046079
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt046654
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09382
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012979
IRS990/PrincipalOfficerNm0PAM SCHUTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PURCHASE OF SERVICE CONTRACTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01110873
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01110873
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0310175
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0126779
IRS990/PYOtherExpensesAmt0419541
IRS990/PYOtherRevenueAmt095402
IRS990/PYProgramServiceRevenueAmt01104881
IRS990/PYRevenuesLessExpensesAmt0109457
IRS990/PYSalariesCompEmpBnftPaidAmt01108239
IRS990/PYTotalExpensesAmt01527780
IRS990/PYTotalRevenueAmt01637237
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt083525
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01110873
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0171162
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0357078
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 307,392
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0268167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0310175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0291883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0368080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0260257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01498562
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt087875
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt042664
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt065877
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt042063
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0316897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01128648
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01104881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01106228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01099205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01065577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05504539
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt062988
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt062988
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt087875
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt042664
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt065877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt042063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0316897
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt033708
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt038757
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0118931
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0115996
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0307392
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91880
IRS990ScheduleA/PublicSupportPY509Pct00.90090
IRS990ScheduleA/PublicSupportTotal509Amt07066089
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01459803
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01415056
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01398111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01467285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01325834
IRS990ScheduleA/Total509Grp/TotalAmt07066089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01547678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01491428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01515286
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01652093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01483893
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07690378
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,959,571
Liabilities
$467,244
Net assets
$3,492,327
Revenue
$1,547,289
Expenses
$1,463,764
Net income
$83,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.86$4.23$2.52$2.12$0.40
2023Detailed filing. Detailed filing data is available for this year.$4.80$1.11$3.69$1.71$1.89$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.43$0.85$3.57$1.33$1.53$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.05$0.57$4.49$1.23$1.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.41$0.34$4.07$1.24$1.05$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.38$3.57$1.07$1.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.38$3.16$1.04$1.31$0.27
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.37$3.68$1.16$1.37$0.20
2016Summary only. Only limited summary data is available for this year.$4.07$0.41$3.66$1.70$1.67$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.47$3.49$1.55$1.46$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.42$3.57$1.64$1.53$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.88$0.43$3.44$1.65$1.56$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.45$3.04$1.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.53$2.84$1.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.45$3.13$1.55