Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
EIN 39-6045289 • 501(c)3 • Kenosha, WI
Profile
Helping people to enhance the present and insure the future of the kenosha community through charitable giving.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
91st percentile
Higher net margin than 91% of similar nonprofits.
Top Officer Pay
25th percentile
Higher top officer pay than 25% of similar nonprofits.
Top officer pay equals 2.6% of source-year revenue.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
94th percentile
Faster revenue growth than 94% of similar nonprofits.
Assets
Up$17,080,387
Up $2,188,745 (+15%) from 2023
Liabilities
Down$1,713,098
Down $951,045 (-36%) from 2023
Net Assets
Up$15,367,289
Up $3,139,790 (+26%) from 2023
Revenue
Up$3,570,780
Up $2,005,385 (+128%) from 2023
Expenses
Down$1,528,207
Down $281,753 (-16%) from 2023
Net Income
Up$2,042,573
Up $2,287,138 (+935%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Helping people to enhance the
We lead, serve and collaborate with donors to create enduring philanthropy.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $13,741,053 | $16,236,629 | ▲ $2,495,576 |
| Pledges and Grants Receivable | $126,952 | $411,204 | ▲ $284,252 |
| Cash and Non-Interest-Bearing Accounts | $578,770 | $226,221 | ▼ $352,549 |
| Savings and Temporary Cash Investments | $343,901 | $118,326 | ▼ $225,575 |
| Land, Buildings, and Equipment, Net | $39,843 | $39,542 | ▼ $301 |
| Prepaid Expenses and Deferred Charges | $4,634 | $5,384 | ▲ $750 |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Total Assets | $14,891,642 | $17,080,387 | ▲ $2,188,745 |
| Other Assets Total | $56,489 | $43,081 | ▼ $13,408 |
| Liabilities | |||
| Escrow Account Liability | $2,362,193 | $1,606,714 | ▼ $755,479 |
| Grants Payable | $245,000 | - | - |
| Accounts Payable and Accrued Expenses | $461 | $63,304 | ▲ $62,843 |
| Other Liabilities | $56,489 | $43,080 | ▼ $13,409 |
| Total Liabilities | $2,664,143 | $1,713,098 | ▼ $951,045 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $10,991,428 | $13,880,606 | ▲ $2,889,178 |
| Net Assets Without Donor Restrictions | $1,236,071 | $1,486,683 | ▲ $250,612 |
| Total Net Assets Fund Balance | $12,227,499 | $15,367,289 | ▲ $3,139,790 |
| Total Liabilities and Net Assets / Fund Balance | $14,891,642 | $17,080,387 | ▲ $2,188,745 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $36,646 | $5,198 | $41,844 |
| Equipment | $2,896 | $5,583 | $8,479 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $11,072,002 | $1,603,304 | ▲ $1,613,761 | - | $12,832,878 |
| 2023 | $10,422,162 | $1,250,055 | ▲ $1,647,366 | - | $11,072,002 |
| 2022 | $13,035,948 | $505,956 | ▼ $1,977,256 | - | $10,422,162 |
| 2021 | $10,783,815 | $1,848,413 | ▲ $1,423,735 | - | $13,056,210 |
| 2020 | $9,902,623 | $468,924 | ▲ $1,349,227 | - | $10,783,815 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Amy Greil | Executive Director | FT | $91,080 | $91,080 |
| Name | Title |
|---|---|
| Geertsen Dave | President |
| Guttormsen Neil | Vice President |
| Bothe Cathy | Director |
| Fellman Ken | Director |
| Greene Adelene | Director |
| Heide-poppenburg Paula | Director |
| Jorgenson-puntillo Roberta | Director |
| Keenan Kate | Director |
| Mcternan J Mike | Director |
| Wilk Joan | Director |
| Young Jamie | Director |
| Harrington-heide Jane | Secretary |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $960,636 |
| Other Expenses | $430,494 |
| Salaries, Compensation, and Employee Benefits | $137,077 |
| Total Fundraising Expense | $100,949 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $814,815 | - | - | $814,815 |
| Grants to Domestic Individuals | $145,821 | - | - | $145,821 |
| Fees for Services Other | $96,321 | $7,753 | - | $104,074 |
| Current Officers, Directors, Trustees, and Key Employees | - | $91,080 | - | $91,080 |
| Fees for Services Accounting | - | $68,067 | - | $68,067 |
| Other Salaries and Wages | - | $36,256 | - | $36,256 |
| Occupancy | - | $27,166 | - | $27,166 |
| Office Expenses | - | $20,251 | - | $20,251 |
| Payroll Taxes | - | $9,741 | - | $9,741 |
| Travel | - | - | $9,564 | $9,564 |
| Information Technology | - | $9,224 | - | $9,224 |
| Insurance | - | $9,135 | - | $9,135 |
| Advertising | - | - | $8,921 | $8,921 |
| Fees for Service Investment Mgmnt Fees | - | $3,347 | - | $3,347 |
| Depreciation Depletion | - | $3,105 | - | $3,105 |
| Other Expenses | $7 | $7 | $6 | $20 |
| Total Functional Expenses | $1,140,088 | $287,170 | $100,949 | $1,528,207 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $1,528,207 |
| Total Expenses per Audited Statements | $1,522,815 |
| Expenses per Audited Statements | $1,515,990 |
| Expenses Not Reported on Financial Statements | $12,217 |
| Expenses Not Reported on Form 990 | $6,825 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Grants Less Than 5000 | Kenosha, WI | 501(c)(3) | Approved Grant | $173,281 |
| Hyslop Foundation | Kenosha, WI | 501(c)(3) | Approved Grant | $100,000 |
| New Life Lutheran | Kenosha, WI | 501(c)(3) | Annual Distribution | $100,000 |
| Shoreland Lutheran Hs | Kenosha, WI | 501(c)(3) | Annual Distribution | $100,000 |
| Boys & Girls Club of Kenosha | Kenosha, WI | 501(c)(3) | Annual Distribution | $25,315 |
| Gods Kitchen of Kenosha | Kenosha, WI | 501(c)(3) | Annual Distribution | $25,186 |
| Kenosha Ymca | Kenosha, WI | 501(c)(3) | Approved Grant | $22,885 |
| Brookside Care Center | Kenosha, WI | 501(c)(3) | Annual Distribution | $21,081 |
| Wisconsin Lutheran Seminary | Mequon, WI | - | - | $20,000 |
| Kenosha Achievement Center | Kenosha, WI | 501(c)(3) | Approved Grant | $19,250 |
| Carthage College | Kenosha, WI | 501(c)(3) | Approved Grant | $17,200 |
| Kafasi | Kenosha, WI | 501(c)(3) | Annual Distribution | $17,000 |
| Salvation Army | Alexandria, VA | 501(c)(3) | Annual Distribution | $17,000 |
| Boys Town | Boys Town, NE | 501(c)(3) | Annual Distribution | $15,000 |
| Cal Farleys | Amarillo, TX | 501(c)(3) | Annual Distribution | $15,000 |
| Milwaukee Rescue Mission | Milwaukee, WI | 501(c)(3) | Approved Grant | $15,000 |
| Kenosha Literacy Council | Kenosha, WI | 501(c)(3) | Annual Distribution | $14,150 |
| Kenosha County Food Bank | Kenosha, WI | 501(c)(3) | Approved Grant | $10,200 |
| Kenosha Community Sc | Kenosha, WI | 501(c)(3) | Approved Grant | $10,000 |
| Racine Vocational Ministry | Racine, WI | 501(c)(3) | Annual Distribution | $10,000 |
| The Leadership Institute | Arlington, VA | - | - | $10,000 |
| Kenosha Community Media | Kenosha, WI | 501(c)(3) | Annual Distribution | $8,100 |
| Kenosha Creative Space | Kenosha, WI | 501(c)(3) | Approved Grant | $7,731 |
| Kenosha Museum Foundation | Kenosha, WI | 501(c)(3) | Annual Distribution | $7,250 |
| Peace Learning Circles | Kenosha, WI | 501(c)(3) | Annual Distribution | $6,586 |
| Cush | Kenosha, WI | 501(c)(3) | Approved Grant | $6,000 |
| Elca Urban Outreach | Kenosha, WI | 501(c)(3) | Approved Grant | $6,000 |
| Sponsorships Less Than 5000 | Kenosha, WI | - | - | $5,600 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
| Liability | Amount |
|---|---|
| Non-current Operating Lease Liability | $29,200 |
| Operating Lease Liability | $13,880 |
“Form 990 is reviewed by the executive director before filing.”
“Board members are required to disclose any possible conflicts of interest as soon as they become known. Conflicts of interest inquiries are made annually to all board members.”
“The executive director has a written contract that is reveiwed by the executive committee and approved by the board.”
“AVAILABLE UPON REQUEST.”
“The foundation holds funds for the benefit of certain nonprofit organizations solely for investment management purposes and disburses the funds at the request of the nonprofit after board approval.”
“Endowment funds are maintained to provide long term support to the youth, disadvantaged, and qualified charitable organizations in the kenosha area.”
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/Desc | 0 | HELPING PEOPLE TO ENHANCE THE PRESENT AND INSURE THE FUTURE OF THE KENOSHA COMMUNITY THROUGH GRANTS TO EXEMPT ORGANIZATIONS AND SCHOLARSHIPS TO INDIVIDUALS IN THE COMMUNITY. |
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| IRS990/EmployeeCnt | 0 | 2 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Executive Dir. |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Director |
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| IRS990/FormationYr | 0 | 1926 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
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| IRS990/FSAuditedInd | 0 | true |
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| IRS990/GamingActivitiesInd | 0 | false |
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| IRS990/LocalChaptersInd | 0 | false |
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| IRS990/MembersOrStockholdersInd | 0 | false |
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| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | We lead, serve and collaborate with donors to create enduring philanthropy. |
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| IRS990/OccupancyGrp/TotalAmt | 0 | 27166 |
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| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 20251 |
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| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
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| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 43081 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | SPONSORED EVENTS |
| IRS990/OtherExpensesGrp/Desc | 1 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/Desc | 2 | OTHER EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | EDUCATION/TRAINING |
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| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1416 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 268 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 6 |
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| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 622 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 7 |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 1459 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 891 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 7 |
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| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1781 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 20 |
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| IRS990/PartialLiquidationInd | 0 | false |
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| IRS990/PoliticalCampaignActyInd | 0 | false |
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| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5384 |
| IRS990/PrincipalOfficerNm | 0 | DAVE GEERTSEN |
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| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ADMIN FEES |
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| IRS990/PYInvestmentIncomeAmt | 0 | 599820 |
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| IRS990/PYOtherRevenueAmt | 0 | 439 |
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| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
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| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 644161 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1977669 |
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| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 235398 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 269529 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 2243970 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 439 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 439 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.74820 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.73920 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 6669569 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 644161 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 470393 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 6669569 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 8913978 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | false |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.09090 |
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