Civic Intelligence

Sojourner Foundation Inc.

990 • Fiscal year 2016 • EIN 46-5489434

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 07, 2017

619 W Walnut StreetMilwaukee, WI 53212

(414) 276-1911

Siviq Scores

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

Liabilities / Assets

40th percentile

0.15x

Higher debt load relative to assets than 40% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.86x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

84th percentile

26%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$157,534

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

8th percentile

-10%

Faster asset growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$23,064,163

Down $2,699,666 (-10%) from 2015

Net Assets

Up

$19,637,763

Up $1,205,629 (+6.5%) from 2015

Liabilities

Down

$3,426,400

Down $3,905,295 (-53%) from 2015

Revenue

Down

$3,999,911

Down $9,671,064 (-71%) from 2015

Expenses

Down

$2,970,310

Down $117,130 (-3.8%) from 2015

Net Income

Down

$1,029,601

Down $9,553,934 (-90%) from 2015

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2014: $22,556,743Liabilities 2014: $14,431,000Net Assets 2014: $8,125,7432014Assets 2015: $25,763,829Liabilities 2015: $7,331,695Net Assets 2015: $18,432,1342015Assets 2016: $23,064,163Liabilities 2016: $3,426,400Net Assets 2016: $19,637,7632016Assets 2017: $22,673,190Liabilities 2017: $3,230,000Net Assets 2017: $19,443,1902017Assets 2018: $20,839,807Liabilities 2018: $3,065,000Net Assets 2018: $17,774,8072018Assets 2019: $20,777,820Liabilities 2019: $3,040,000Net Assets 2019: $17,737,8202019Assets 2020: $19,719,547Liabilities 2020: $2,850,000Net Assets 2020: $16,869,5472020Assets 2021: $5,493,853Liabilities 2021: $2,660,000Net Assets 2021: $2,833,8532021Assets 2022: $4,729,181Liabilities 2022: $2,480,050Net Assets 2022: $2,249,1312022Assets 2023: $4,966,008Liabilities 2023: $2,291,800Net Assets 2023: $2,674,2082023Assets 2024: $12,877,263Liabilities 2024: $2,129,500Net Assets 2024: $10,747,7632024

Highlighted filing

2016

Assets$23,064,163
Liabilities$3,426,400
Net Assets$19,637,763

Operations Trend

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

$20M$10M$0-$10M-$20MRevenue 2014: $2,624,385Expenses 2014: $2,009,991Net Income 2014: $614,3942014Revenue 2015: $13,670,975Expenses 2015: $3,087,440Net Income 2015: $10,583,5352015Revenue 2016: $3,999,911Expenses 2016: $2,970,310Net Income 2016: $1,029,6012016Revenue 2017: $3,717,704Expenses 2017: $4,249,444Net Income 2017: -$531,7402017Revenue 2018: $3,180,035Expenses 2018: $4,571,401Net Income 2018: -$1,391,3662018Revenue 2019: $3,117,509Expenses 2019: $3,694,330Net Income 2019: -$576,8212019Revenue 2020: $3,859,330Expenses 2020: $4,827,704Net Income 2020: -$968,3742020Revenue 2021: $4,205,530Expenses 2021: $18,482,620Net Income 2021: -$14,277,0902021Revenue 2022: $4,170,361Expenses 2022: $4,182,144Net Income 2022: -$11,7832022Revenue 2023: $4,743,540Expenses 2023: $4,433,909Net Income 2023: $309,6312023Revenue 2024: $12,512,268Expenses 2024: $5,202,218Net Income 2024: $7,310,0502024

Highlighted filing

2016

Revenue$3,999,911
Expenses$2,970,310
Net Income$1,029,601
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 7, 2017
Return Version
2016v3.0
Gross Receipts
$4,085,240
Mission and Program Overview

Mission

To provide philanthropic support for sojourner family peace center, inc. Which transforms lives impacted by domestic violence.

To provide philanthropic support for sojourner family peace center, inc. (sfpc)

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$14,866,035$15,204,399▲ $338,364
Investments in Publicly Traded Securities$2,235,499$3,134,893▲ $899,394
Savings and Temporary Cash Investments$2,710,167$2,833,723▲ $123,556
Pledges and Grants Receivable$5,950,881$1,889,829▼ $4,061,052
Prepaid Expenses and Deferred Charges$1,247$1,319▲ $72
Total Assets$25,763,829$23,064,163▼ $2,699,666
Liabilities
Unsecured Notes Loans Payable$7,331,695$3,420,000▼ $3,911,695
Deferred Revenue$0$6,400▲ $6,400
Total Liabilities$7,331,695$3,426,400▼ $3,905,295
Net Assets / Fund Balance
Unrestricted Net Assets$15,095,524$17,126,924▲ $2,031,400
Temporarily Rstr Net Assets$3,097,630$2,271,859▼ $825,771
Permanently Rstr Net Assets$238,980$238,980→ $0
Total Net Assets Fund Balance$18,432,134$19,637,763▲ $1,205,629
Total Liabilities and Net Assets / Fund Balance$25,763,829$23,064,163▼ $2,699,666

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$18,432,134$3,873,748▲ $302,191$2,970,310$19,637,763
2015$8,125,743$13,505,939▼ $111,168$3,088,380$18,432,134
2014-$10,132,344▲ $63,189$2,069,790$8,125,743
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rebecca HousePresident
Carmen PitrePresident/CEO
Suzy WalterVice President
Cynthia A RooksTreasurer & Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Sojourner Family Peace Center IncFundraising Services619 W Walnut Street, Milwaukee, WI 53212$655,219
Revenue and Support

Revenue Composition

Contributions and Grants
$3,854,331
Program Service Revenue
$0
Investment Income
$211,492
Other Revenue
$-65,912
All Other Contributions
$2,568,226
Change in Net Assets
$1,029,601

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$36,100Fair Market Value (FMV)
Total Noncash Contributions$36,100-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,281,235
Other Expenses$689,075
Total Fundraising Expense$18,097
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,281,235--$2,281,235
Fees for Service Investment Mgmnt Fees-$15,759-$15,759
Other Expenses$655,219-$9,085$9,085
Fees for Services Accounting--$4,025$4,025
Insurance--$2,566$2,566
Interest--$2,344$2,344
Office Expenses--$77$77
Total Functional Expenses$2,936,454$15,759$18,097$2,970,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sojourner Family Peace Center IncMIlwaukee, WI501(c)(3)Support Sojourner Family Peace Center and its operations.$2,281,235
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$85,329
Fundraising Gross Income$19,417
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fashion Show$183,748$14,609$40,691$-26,082
Tailgate$40,289$4,808$6,028$-1,220
Total Events$224,867$19,417$85,329$-65,912
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

Form 990 is reviewed by the vice president/chief financial officer, president/chief executive officer and the finance committee. In addition, the treasurer reviews the form 990 with the board of directors.

Form 990, Part VI, Section B, line 12C

The Board of Directors regularly reviews the policy and annually signs a statement indicating no conflict of interest.

Form 990, Part VI, Section C, line 19

Reports are available upon request by the general public.

Filing and Contact Details

Filer

Filer Name
Sojourner Foundation
EIN
46-5489434
Phone
4142761911
Address
619 W Walnut Street, Milwaukee, WI 53212

Signing Officer

Name
Carmen Pitre
Title
President & Chief Executive Officer
Phone
4142761911
Signed
2017-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carmen Pitre
Formed
2014
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
777 E Wisconsin Avenue 32nd Floor, Milwaukee, WI 53202
Preparer
Troy Marine CPA
Phone
4147775500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Fundraising expenses paid by related entity 85,329.

Financial Statement Notes

Part X, Line 2:

SFPC AND THE SOJOURNER FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE as charitable organizations whereby only unrelated business income, as defined by Section 509(a)(1) of the Code, IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME OR UNCERTAIN TAX POSITIONS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. SFPC IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS FOR YEARS ENDING BEFORE DECEMBER 31, 2013. SFPC IS NO LONGER SUBJECT TO WISCONSIN INCOME TAX EXAMINATIONS FOR THE YEARS ENDING ON OR BEFORE DECEMBER 31, 2012. THE SOJOURNER FOUNDATION FILED IT'S INITIAL TAX RETURNS FOR THE YEAR ENDING DECEMBER 31, 2014 AND THAT RETURN, ALONG WITH THE 2015 RETURN, REMAINS SUBJECT TO U.S. AND WISCONSIN INCOME TAX REGULATIONS.

Raw XML AppendixShowing 400 of 481 raw XML fields

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

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SFPC AND THE SOJOURNER FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE as charitable organizations whereby only unrelated business income, as defined by Section 509(a)(1) of the Code, IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME OR UNCERTAIN TAX POSITIONS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. SFPC IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS FOR YEARS ENDING BEFORE DECEMBER 31, 2013. SFPC IS NO LONGER SUBJECT TO WISCONSIN INCOME TAX EXAMINATIONS FOR THE YEARS ENDING ON OR BEFORE DECEMBER 31, 2012. THE SOJOURNER FOUNDATION FILED IT'S INITIAL TAX RETURNS FOR THE YEAR ENDING DECEMBER 31, 2014 AND THAT RETURN, ALONG WITH THE 2015 RETURN, REMAINS SUBJECT TO U.S. AND WISCONSIN INCOME TAX REGULATIONS.
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt02281235
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support Sojourner Family Peace Center and its operations.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Sojourner Family Peace Center Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0391276210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0619 W Walnut Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIlwaukee
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION USES THE FOLLOWING CONTROLS TO MONITOR THE USE OF GRANT FUNDS: 1. THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET AND MONITORS MONTHLY ACTIVITY. 2. THE PRESIDENT/CHIEF EXECUTIVE OFFICER APPROVED ALL GRANTS ISSUED TO SOJOURNER FAMILY PEACE CENTER.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE VICE PRESIDENT/CHIEF FINANCIAL OFFICER, PRESIDENT/CHIEF EXECUTIVE OFFICER AND THE FINANCE COMMITTEE. IN ADDITION, THE TREASURER REVIEWS THE FORM 990 WITH THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors regularly reviews the policy and annually signs a statement indicating no conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reports are available upon request by the general public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXPENSES PAID BY RELATED ENTITY 85,329.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, line 9:
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