Civic Intelligence

Greater Menomonee Falls Foundation Trust

990 • Fiscal year 2022 • EIN 39-6520755

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 14, 2023

PO Box 53Menomonee Falls, WI 53052

(414) 623-7716

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$419,910

Down $93,232 (-18%) from 2021

Net Assets

Down

$419,910

Down $93,232 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$40,338

Down $13,432 (-25%) from 2021

Expenses

Up

$62,919

Up $21,522 (+52%) from 2021

Net Income

Down

-$22,581

Down $34,954 (-283%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $27,375Liabilities 2010: $3,000Net Assets 2010: $24,3752010Assets 2011: $47,990Net Assets 2011: $47,9902011Assets 2012: $68,571Net Assets 2012: $68,5712012Assets 2013: $77,833Liabilities 2013: $0Net Assets 2013: $77,8332013Assets 2014: $82,745Liabilities 2014: $0Net Assets 2014: $82,7452014Assets 2015: $80,465Liabilities 2015: $0Net Assets 2015: $80,4652015Assets 2016: $349,996Liabilities 2016: $0Net Assets 2016: $349,9962016Assets 2017: $392,706Liabilities 2017: $0Net Assets 2017: $392,7062017Assets 2018: $363,046Liabilities 2018: $0Net Assets 2018: $363,0462018Assets 2019: $423,548Liabilities 2019: $0Net Assets 2019: $423,5482019Assets 2020: $437,113Liabilities 2020: $0Net Assets 2020: $437,1132020Assets 2021: $513,142Liabilities 2021: $0Net Assets 2021: $513,1422021Assets 2022: $419,910Liabilities 2022: $0Net Assets 2022: $419,9102022Assets 2023: $466,011Liabilities 2023: $0Net Assets 2023: $466,0112023Assets 2024: $520,415Liabilities 2024: $0Net Assets 2024: $520,4152024

Highlighted filing

2022

Assets$419,910
Liabilities$0
Net Assets$419,910

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $20,142Expenses 2010: $30,143Net Income 2010: -$10,0012010Revenue 2011: $65,001Expenses 2011: $41,386Net Income 2011: $23,6152011Revenue 2012: $53,717Expenses 2012: $34,292Net Income 2012: $19,4252012Revenue 2013: $24,199Expenses 2013: $16,967Net Income 2013: $7,2322013Revenue 2014: $29,527Expenses 2014: $25,123Net Income 2014: $4,4042014Revenue 2015: $28,021Expenses 2015: $29,208Net Income 2015: -$1,1872015Revenue 2016: $307,129Expenses 2016: $33,369Net Income 2016: $273,7602016Revenue 2017: $32,730Expenses 2017: $35,321Net Income 2017: -$2,5912017Revenue 2018: $118,209Expenses 2018: $40,402Net Income 2018: $77,8072018Revenue 2019: $64,693Expenses 2019: $47,876Net Income 2019: $16,8172019Revenue 2020: $34,362Expenses 2020: $65,457Net Income 2020: -$31,0952020Revenue 2021: $53,770Expenses 2021: $41,397Net Income 2021: $12,3732021Revenue 2022: $40,338Expenses 2022: $62,919Net Income 2022: -$22,5812022Revenue 2023: $51,520Expenses 2023: $33,833Net Income 2023: $17,6872023Revenue 2024: $77,708Expenses 2024: $52,429Net Income 2024: $25,2792024

Highlighted filing

2022

Revenue$40,338
Expenses$62,919
Net Income-$22,581
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$48,762
Mission and Program Overview

Mission

To provide an effective means for donors to support charities primarily focused in the menomonee falls area through grants to the charitable organizations.

The mission of the greater menomonee falls foundation is to provide an effective means for donors to support charities primarily focused in the menomonee falls area through grants to charitable organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$52,782$42,274▼ $10,508
Savings and Temporary Cash Investments$41,821$40,902▼ $919
Total Assets$513,142$419,910▼ $93,232
Other Assets Total$418,539$336,734▼ $81,805
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$513,142$419,910▼ $93,232
Total Net Assets Fund Balance$513,142$419,910▼ $93,232
Total Liabilities and Net Assets / Fund Balance$513,142$419,910▼ $93,232

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$336,734--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randy NewmanPresident
Eric NelsonVice Chair
Chris RechliczBoard Member
Daniel R SchwindBoard Member
Dennis PollardBoard Member
Jo Ellen MulderBoard Member
Mary Jo McgrawBoard Member
Molly PaulusBoard Member
Sue CarneyBoard Member
Sue JeskewitzBoard Member
Terry FitzsimmonsBoard Member
Robin MankeSecretary
Rick KohlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,670
Program Service Revenue
$0
Investment Income
$1,417
Other Revenue
$18,251
All Other Contributions
$15,170
Change in Net Assets
$-22,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,930
Other Expenses$19,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$42,930--$42,930
Advertising-$5,305-$5,305
Fees for Services Accounting-$5,168-$5,168
Fees for Service Investment Mgmnt Fees-$4,119-$4,119
Office Expenses-$1,202-$1,202
Insurance-$400-$400
Other Expenses-$184-$184
Total Functional Expenses$42,930$19,989$0$62,919
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Menomonee Falls Farmers Market IncMenomonee Falls, WI501c3General Support$21,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,605
Fundraising Direct Expenses$8,424
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ovation Dinner$20,105$14,605$2,326$12,279
Total Events$20,105$14,605$8,424$6,181
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
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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 officer signing the form 990 reviews it before filing with the internal revenue service

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Greater Menomonee Falls Foundation
EIN
39-6520755
Phone
4146237716
Address
PO BOX 53, MENOMONEE FALLS, WI 53052

Signing Officer

Name
Randy Newman
Title
President
Phone
2624028393
Signed
2023-09-14

Organization Details

Principal Officer
Rick Kohl
Formed
1991
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
15

Preparer

Firm
Ann Binzak CPA LLC
Address
N108W16234 HAWTHORNE DRIVE, GERMANTOWN, WI 53022
Preparer
Ann M Binzak
Phone
2622150110
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change in value of beneficial interest -59,685 the amount represents the change in value of the beneficial interest in the greater milwaukee foundation, inc.

Raw XML AppendixShowing 400 of 420 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE GREATER MENOMONEE FALLS FOUNDATION IS TO PROVIDE AN EFFECTIVE MEANS FOR DONORS TO SUPPORT CHARITIES PRIMARILY FOCUSED IN THE MENOMONEE FALLS AREA THROUGH GRANTS TO CHARITABLE ORGANIZATIONS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05305
IRS990/AdvertisingGrp/TotalAmt05305
IRS990/AllOtherContributionsAmt015170
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0RICK KOHL
IRS990/BooksInCareOfDetail/PhoneNum02624028393
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0N90 W16262 ROOSEVELT DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0MENOMONEE FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053051
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt05500
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020670
IRS990/CYGrantsAndSimilarPaidAmt042930
IRS990/CYInvestmentIncomeAmt01417
IRS990/CYOtherExpensesAmt019989
IRS990/CYOtherRevenueAmt018251
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-22581
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt062919
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt040338
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MAKING GRANTS TO QUALIFIED ORGANIZATIONS FOCUSED IN THE MENOMONEE FALLS AREA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt042930
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05168
IRS990/FeesForServicesAccountingGrp/TotalAmt05168
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04119
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04119
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0RICK KOHL
IRS990/Form990PartVIISectionAGrp/PersonNm1RANDY NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBIN MANKE
IRS990/Form990PartVIISectionAGrp/PersonNm4SUE JESKEWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL R SCHWIND
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS RECHLICZ
IRS990/Form990PartVIISectionAGrp/PersonNm7MOLLY PAULUS
IRS990/Form990PartVIISectionAGrp/PersonNm8JO ELLEN MULDER
IRS990/Form990PartVIISectionAGrp/PersonNm9TERRY FITZSIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm10SUE CARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm11DENNIS POLLARD
IRS990/Form990PartVIISectionAGrp/PersonNm12MARY JO MCGRAW
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/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/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt05500
IRS990/FundraisingDirectExpensesAmt08424
IRS990/FundraisingGrossIncomeAmt014605
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt042930
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt042930
IRS990/GrantsToDomesticOrgsGrp/TotalAmt042930
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt048762
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0400
IRS990/InsuranceGrp/TotalAmt0400
IRS990/InvestmentIncomeGrp/ExclusionAmt01417
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01417
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt052782
IRS990/InvestmentsPubTradedSecGrp/EOYAmt042274
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE GREATER MENOMONEE FALLS FOUNDATION IS TO PROVIDE AN EFFECTIVE MEANS FOR DONORS TO SUPPORT CHARITIES PRIMARILY FOCUSED IN THE MENOMONEE FALLS AREA THROUGH GRANTS TO CHARITABLE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0513142
IRS990/NetAssetsOrFundBalancesEOYAmt0419910
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06181
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06181
IRS990/NetUnrlzdGainsLossesInvstAmt0-10966
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0513142
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0419910
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01202
IRS990/OfficeExpensesGrp/TotalAmt01202
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0418539
IRS990/OtherAssetsTotalGrp/EOYAmt0336734
IRS990/OtherChangesInNetAssetsAmt0-59685
IRS990/OtherExpensesGrp/Desc0FARMERS MARKET EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIPS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03611
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1184
IRS990/OtherExpensesGrp/TotalAmt03611
IRS990/OtherExpensesGrp/TotalAmt1184
IRS990/OtherRevenueMiscGrp/BusinessCd0900003
IRS990/OtherRevenueMiscGrp/Desc0FARMERS MARKET FEES
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012070
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt012070
IRS990/OtherRevenueTotalAmt012070
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICK KOHL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt034882
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018115
IRS990/PYInvestmentIncomeAmt02926
IRS990/PYOtherExpensesAmt023282
IRS990/PYOtherRevenueAmt015962
IRS990/PYRevenuesLessExpensesAmt012373
IRS990/PYTotalExpensesAmt041397
IRS990/PYTotalRevenueAmt053770
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22581
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040902
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0153208
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08473
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014897
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt034813
IRS990ScheduleA/PublicSupportCY170Pct00.87530
IRS990ScheduleA/PublicSupportPY170Pct00.51490
IRS990ScheduleA/PublicSupportTotal170Amt0153208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034882
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt023873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08715
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0153208
IRS990ScheduleA/TotalSupportAmt0175037
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt03908
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt03024
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt06932
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0336734
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0336734
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN GREATER MILWA
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0336734
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt05500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt05500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08424
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OVATION DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014605
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06181
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02326
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02326
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06098
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06098
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt021700
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MENOMONEE FALLS FARMERS MARKET INC
IRS990ScheduleI/RecipientTable/RecipientEIN0880540535
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 53
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MENOMONEE FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053051
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES ALL GRANT SEEKERS TO FILL OUT AN APPLICATION, PROVIDE COPIES OF TAX-EXEMPT DETERMINATION LETTERS, PRIOR FISCAL YEAR FINANCIAL INFORMATION AND BUDGETS FOR HOW THE GRANT MONEY WILL BE USED TO SUPPORT THE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICER SIGNING THE FORM 990 REVIEWS IT BEFORE FILING WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF BENEFICIAL INTEREST -59,685 THE AMOUNT REPRESENTS THE CHANGE IN VALUE OF THE BENEFICIAL INTEREST IN THE GREATER MILWAUKEE FOUNDATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0513142
IRS990/TotalAssetsEOYAmt0419910
IRS990/TotalAssetsGrp/BOYAmt0513142
IRS990/TotalAssetsGrp/EOYAmt0419910
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020670
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019989
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042930
IRS990/TotalFunctionalExpensesGrp/TotalAmt062919
IRS990/TotalGrossUBIAmt012070
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0513142
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0419910
IRS990/TotalProgramServiceExpensesAmt042930
IRS990/TotalRevenueGrp/ExclusionAmt07598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040338
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt012070
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0513142
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0419910
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0N90 W16262 ROOSEVELT DR
IRS990/USAddress/CityNm0MENOMONEE FALLS
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053051
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.FALLSFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02624028393
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER MENOMONEE FALLS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0396520755
ReturnHeader/Filer/PhoneNum04146237716
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 53
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.00$5.20$0.78$0.52$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.00$4.66$0.52$0.34$0.18
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.40$0.63$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.00$5.13$0.54$0.41$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.34$0.65$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.65$0.48$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$1.18$0.40$0.78
2017Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.33$0.35$0.03
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.50$0.00$3.50$3.07$0.33$2.74
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.28$0.29$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.30$0.25$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.24$0.17$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.69$0.54$0.34$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.48$0.65$0.41$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.03$0.24$0.20$0.30$0.10