Civic Intelligence

Charles Allis-Villa Terrace Museums

990 • Fiscal year 2015 • EIN 45-4102317

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization Profilewww.cavtmuseums.org
1801 N Prospect AvenueMilwaukee, WI 53202

(414) 278-8295

Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

73rd percentile

$61,947

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

1.8%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$411,860

Up $64,567 (+19%) from 2014

Net Assets

Up

$393,074

Up $49,104 (+14%) from 2014

Liabilities

Up

$18,786

Up $15,463 (+465%) from 2014

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin66th percentile

Revenue

Up

$689,601

Up $12,501 (+1.8%) from 2014

Expenses

Down

$618,760

Down $105,641 (-15%) from 2014

Net Income

Up

$70,841

Up $118,142 (+250%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $455,198Liabilities 2012: $71Net Assets 2012: $455,1272012Assets 2013: $400,474Liabilities 2013: $5,769Net Assets 2013: $394,7052013Assets 2014: $347,293Liabilities 2014: $3,323Net Assets 2014: $343,9702014Assets 2015: $411,860Liabilities 2015: $18,786Net Assets 2015: $393,0742015Assets 2016: $513,404Liabilities 2016: $22,649Net Assets 2016: $490,7552016Assets 2017: $471,953Liabilities 2017: $36,005Net Assets 2017: $435,9482017Assets 2018: $437,260Liabilities 2018: $13,484Net Assets 2018: $423,7762018Assets 2019: $678,660Liabilities 2019: $18,655Net Assets 2019: $660,0052019Assets 2020: $760,310Liabilities 2020: $33,490Net Assets 2020: $726,8202020Assets 2021: $967,394Liabilities 2021: $19,256Net Assets 2021: $948,1382021Assets 2022: $995,964Liabilities 2022: $57,189Net Assets 2022: $938,7752022Assets 2023: $965,629Liabilities 2023: $30,131Net Assets 2023: $935,4982023Assets 2024: $1,166,355Liabilities 2024: $29,826Net Assets 2024: $1,136,5292024

Highlighted filing

2015

Assets$411,860
Liabilities$18,786
Net Assets$393,074
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $798,870Expenses 2012: $343,743Net Income 2012: $455,1272012Revenue 2013: $505,285Expenses 2013: $586,470Net Income 2013: -$81,1852013Revenue 2014: $677,100Expenses 2014: $724,401Net Income 2014: -$47,3012014Revenue 2015: $689,601Expenses 2015: $618,760Net Income 2015: $70,8412015Revenue 2016: $707,326Expenses 2016: $621,790Net Income 2016: $85,5362016Revenue 2017: $646,945Expenses 2017: $678,649Net Income 2017: -$31,7042017Revenue 2018: $585,695Expenses 2018: $583,170Net Income 2018: $2,5252018Revenue 2019: $788,843Expenses 2019: $597,036Net Income 2019: $191,8072019Revenue 2020: $585,075Expenses 2020: $552,055Net Income 2020: $33,0202020Revenue 2021: $712,213Expenses 2021: $538,116Net Income 2021: $174,0972021Revenue 2022: $903,128Expenses 2022: $815,163Net Income 2022: $87,9652022Revenue 2023: $836,084Expenses 2023: $885,773Net Income 2023: -$49,6892023Revenue 2024: $957,355Expenses 2024: $848,851Net Income 2024: $108,5042024

Highlighted filing

2015

Revenue$689,601
Expenses$618,760
Net Income$70,841
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.0
Gross Receipts
$689,601
Mission and Program Overview

Mission

The mission of the Charles Allis and Villa Terrace Art Museums, which are jointly operated by a common leadership, is to fully utilize both museums, their gardens and their art collections for education and community enrichment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$314,018$289,801▼ $24,217
Cash and Non-Interest-Bearing Accounts$-7,646$66,619▲ $74,265
Savings and Temporary Cash Investments$34,053$35,072▲ $1,019
Intangible Assets-$15,337-
Land, Buildings, and Equipment, Net$6,868$3,981▼ $2,887
Prepaid Expenses and Deferred Charges-$1,049-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$347,293$411,860▲ $64,567
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses-$14,360-
Other Liabilities$3,323$4,426▲ $1,103
Total Liabilities$3,323$18,786▲ $15,463
Net Assets / Fund Balance
Temporarily Rstr Net Assets$314,158$314,158→ $0
Unrestricted Net Assets$29,812$78,916▲ $49,104
Total Net Assets Fund Balance$343,970$393,074▲ $49,104
Total Liabilities and Net Assets / Fund Balance$347,293$411,860▲ $64,567

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,981$5,930$9,911
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John SterrExecutive DirectorFT$56,484$5,463$61,947

Board Members and Trustees

NameTitle
Claudia EganPresident
Beth H ChapmanDirector
Brooke LuteynDirector
Dan AdamsDirector
Grace GravesDirector
Kenneth R TreisDirector
Kevin L SmithDirector
Martin WeddleDirector
Rachel N BachDirector
Robert AubertDirector
Russell StaerkelDirector
Sarah PrattDirector
Shelby KeefeDirector
Stephen DeLeersDirector
Marshall R BerkoffEmeritus Director
Robert W MulcahySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$275,376
Program Service Revenue
$90,795
Investment Income
$11,037
Other Revenue
$312,393
All Other Contributions
$50,376
Change in Net Assets
$70,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$313,825
Other Expenses$304,935
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$199,019--$199,019
Occupancy$61,744$26,462-$88,206
Current Officers, Directors, Trustees, and Key Employees$25,983$30,501-$56,484
Office Expenses$47,440$5,206-$52,646
Other Employee Benefits$31,681$2,950-$34,631
Advertising$25,399--$25,399
Payroll Taxes$21,358$2,333-$23,691
Fees for Services Other$8,451$5,690-$14,141
Insurance$9,717$4,164-$13,881
Fees for Services Accounting-$12,845-$12,845
All Other Expenses$1,545$3,834-$5,379
Other Expenses$4,705$6,340-$4,705
Fees for Service Investment Mgmnt Fees-$4,000-$4,000
Depreciation Depletion$2,385$1,022-$3,407
Information Technology$952$952-$1,904
Conferences and Meetings$1,487--$1,487
Travel-$1,182-$1,182
Total Functional Expenses$511,279$107,481$0$618,760
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$4,426
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's Finance Committee reviews the draft 990 before submission with copies available to the entire board.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The conflict of interest policy is monitored by the board of directors. If conflicts should arise there is a discussion among the board of directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive director's salary is determined by review of what is "average" based on the Midwest Museum Association salary guide.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Charles Allis and
EIN
45-4102317
Phone
4142788295
Address
1801 N PROSPECT AVENUE, MILWAUKEE, WI 53202

Signing Officer

Name
Claudia Egan
Title
President
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claudia Egan
Formed
2012
Legal Domicile
Wi
Voting Board Members
19
Independent Board Members
19
Employees
26
Volunteers
75

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Andrew C Holman
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Historic art pieces”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“Charles and Sarah Allis (Charles Allis Art Museum) acquired many works of fine art during their marriage with the intent of donating their home and the art work to the residents of Milwaukee county. We use this collection, along with the Smith family home (Villa Terrace Art Museum) to educate and entertain and preserve history for the public.”

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IRS990/Desc0Approximately six fine art exhibitions are held annually, at the Charles Allis Art Museum Villa Terrace Decorative Arts Museum. Exhibitions focus on local and regional artistic production and thought. In 2015 we held four exhibitions at the Charles Allis Art Museum: American Beauty (UWM Student Thesis Show work regarding Thomas Cole's 1935 "Essay on American Secnery"), Art for the Cause (French Posters from the First World War), More on Less: The Art of Burlesque, Recent Works: Terrance Coffman, and Threshold (a mansion wide contemporary art show featuring local, regional and interanational artists curated by Niki Johnson). Three exhibitions were held at the Villa Terrace: Private Spaces Public Authority (featuring architectural ornament from the collection of the Housing Authority of the City of Milwaukee along with examples of their adaptive reuse), Hidden Treasures: Art Nouveau and Arts and Crafts in our Midst (Featuring the previously unknown collection of Milwaukeean John S. Winkowski) and New Hanji: A Korean Paper Making Tradition Re-Imagined. of pr . Exhibitions are funded through the organization's operating budget as well as select grants and donations.Community arts programming in 2015 included Art in the Garden (fall art experience/workshops with MPS Students), Veterans Workshops (Joint program with the VA Medical Center and their PTSD Programming), Red Leaf Artoberfest Art Fair, Tea on the Terrace, Mad Hatter Tea, History Lectures, Author Nights, Yearly Classic Film Schedules and Cafe Sopra Mare weekly music series. Programming and events are funded through the museum's operating budget, grants and sponsorships.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/ProgramServicesAmt24705
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0199019
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Filings

Displayed year

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

Open filing
Assets
$411,860
Liabilities
$18,786
Net assets
$393,074
Revenue
$689,601
Expenses
$618,760
Net income
$70,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.03$1.14$0.96$0.85$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.03$0.94$0.84$0.89$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.06$0.94$0.90$0.82$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.02$0.95$0.71$0.54$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.03$0.73$0.59$0.55$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.79$0.60$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.42$0.59$0.58$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.04$0.44$0.65$0.68$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$0.71$0.62$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.69$0.62$0.07
2014Summary only. Only limited summary data is available for this year.$0.35$0.00$0.34$0.68$0.72$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.51$0.59$0.08
2012Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.80$0.34$0.46