Civic Intelligence

Big Step Inc

EIN 51-0137037 • 501(c)3 • Milwaukee, WI

Profile

To train technical skills and develop skills for adults and youth to acquire careers in the construction and building trades.

3841 W Wisconsin AveMilwaukee, WI 53208

www.wrtp.org/BIGSTEP

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.29x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.47x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

5.5%

Higher net margin than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

21%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$1,180,204

Up $332,468 (+39%) from 2023

Liabilities

Up

$344,990

Up $291,698 (+547%) from 2023

Net Assets

Up

$835,214

Up $40,770 (+5.1%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin52nd percentile

Revenue

Up

$737,070

Up $129,213 (+21%) from 2023

Expenses

Up

$696,300

Up $341,221 (+96%) from 2023

Net Income

Down

$40,770

Down $212,008 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $258,020Liabilities 2010: $172Net Assets 2010: $257,8482010Assets 2011: $134,777Liabilities 2011: $20,997Net Assets 2011: $113,7802011Assets 2012: $136,168Liabilities 2012: $56,933Net Assets 2012: $79,2352012Assets 2014: $126,103Liabilities 2014: $52,216Net Assets 2014: $73,8872014Assets 2015: $130,026Liabilities 2015: $41,901Net Assets 2015: $88,1252015Assets 2016: $211,314Liabilities 2016: $23,529Net Assets 2016: $187,7852016Assets 2017: $267,121Liabilities 2017: $42,467Net Assets 2017: $224,6542017Assets 2018: $287,459Liabilities 2018: $49,641Net Assets 2018: $237,8182018Assets 2019: $255,145Liabilities 2019: $15,942Net Assets 2019: $239,2032019Assets 2020: $363,362Liabilities 2020: $0Net Assets 2020: $363,3622020Assets 2021: $432,492Liabilities 2021: $0Net Assets 2021: $432,4922021Assets 2022: $541,666Liabilities 2022: $0Net Assets 2022: $541,6662022Assets 2023: $847,736Liabilities 2023: $53,292Net Assets 2023: $794,4442023Assets 2024: $1,180,204Liabilities 2024: $344,990Net Assets 2024: $835,2142024

Highlighted filing

2024

Assets$1,180,204
Liabilities$344,990
Net Assets$835,214
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2010: $332,384Expenses 2010: $359,394Net Income 2010: -$27,0102010Expenses 2011: $390,2692011Expenses 2012: $404,4992012Revenue 2014: $335,664Expenses 2014: $264,427Net Income 2014: $71,2372014Revenue 2015: $327,384Expenses 2015: $313,146Net Income 2015: $14,2382015Revenue 2016: $362,270Expenses 2016: $262,610Net Income 2016: $99,6602016Revenue 2017: $361,326Expenses 2017: $324,457Net Income 2017: $36,8692017Revenue 2018: $374,352Expenses 2018: $361,188Net Income 2018: $13,1642018Revenue 2019: $387,686Expenses 2019: $386,301Net Income 2019: $1,3852019Revenue 2020: $351,681Expenses 2020: $227,522Net Income 2020: $124,1592020Revenue 2021: $326,658Expenses 2021: $257,528Net Income 2021: $69,1302021Revenue 2022: $451,288Expenses 2022: $342,114Net Income 2022: $109,1742022Revenue 2023: $607,857Expenses 2023: $355,079Net Income 2023: $252,7782023Revenue 2024: $737,070Expenses 2024: $696,300Net Income 2024: $40,7702024

Highlighted filing

2024

Revenue$737,070
Expenses$696,300
Net Income$40,770
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,180,204
Liabilities
$344,990
Net assets
$835,214
Revenue
$737,070
Expenses
$696,300
Net income
$40,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.34$0.84$0.74$0.70$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.05$0.79$0.61$0.36$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.45$0.34$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.33$0.26$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.35$0.23$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.02$0.24$0.39$0.39$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.05$0.24$0.37$0.36$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.04$0.22$0.36$0.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.02$0.19$0.36$0.26$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.04$0.09$0.33$0.31$0.01
2014Summary only. Only limited summary data is available for this year.$0.13$0.05$0.07$0.34$0.26$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.06$0.08$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.02$0.11$0.39
2010Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.33$0.36$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Gross Receipts
$737,070
Mission and Program Overview

Mission

To train technical skills and develop skills for adults and youth to acquire careers in the construction and building trades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$730,666$883,478▲ $152,812
Accounts Receivable$117,070$296,726▲ $179,656
Savings and Temporary Cash Investments-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$847,736$1,180,204▲ $332,468
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$53,292$344,990▲ $291,698
Total Liabilities$53,292$344,990▲ $291,698
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$794,444$835,214▲ $40,770
Total Net Assets Fund Balance$794,444$835,214▲ $40,770
Total Liabilities and Net Assets / Fund Balance$847,736$1,180,204▲ $332,468

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$105,413-▲ $9,172-$114,585
2023$69,416$30,061▲ $8,787$2,851$105,413
2022$81,753-▼ $12,337-$69,416
2021$60,100$10,850▲ $10,803-$81,753
2020$53,242-▲ $6,858-$60,100
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Toni WhiteCOO$125,743$125,743

Board Members and Trustees

NameTitle
Jonathan KowalskiChairman
Steve BreitlowChairman
Lindsay BlumerPresident & CEO
Dajen BohacekDirector
Dan BukiewiczDirector
Henry HurtDirector
Jeannie LauretDirector
Kilah EngelkeDirector
Mark KessenichDirector
Tony NeiraDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$713,267
Program Service Revenue
$0
Investment Income
$23,803
Other Revenue
$0
All Other Contributions
$713,267
Change in Net Assets
$40,770
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$441,100
Grants and Similar Amounts Paid$255,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$435,885--$435,885
Grants to Domestic Orgs$255,200--$255,200
Other Expenses-$2,215-$2,215
Total Functional Expenses$691,085$5,215$0$696,300
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wrtp IncMilwaukee, WI501 (c)(3)Employment and Training$255,200
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Wisconsin regional training partnership inc's employees began maintaining the records and directing operations of big step, inc. When the boards of the two organizations merged on january 1, 2014.”

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

“The form 990 is provided to the board for review in advance of filing.”

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

“Board members are required to disclose potential conflict of interests. Other members of the board or committees determines if a conflict exists. When this occurs, the board member with a conflict of interest is asked to leave during the discussion and vote.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Big Step Inc
EIN
51-0137037
Phone
4143429787
Address
3841 W Wisconsin Ave, Milwaukee, WI 53208

Signing Officer

Name
Lindsay Blumer
Title
Executive Director
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsay Blumer
Formed
1976
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Andrea & Orendorff
Address
10411 Corporate Drive Ste 104, Pleasant Prairie, WI 53158
Preparer
Erica L Blumberg
Phone
2626577716
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The board is currently following the investment policy of the greater milwaukee foundation where the funds are invested. The spending policy dictates that no distributions from the fund shall be made until the corpus has reached the amount agreed upon by the board of directors. Once that corpus has been established, distributions will be made in accordance with the disbursement policy followed by the greater milwaukee foundation. Expenditures from the endowment account will be used for operations of the organization.”

Part X : FIN48 Footnote

“WRTP IS EXEMPT FROM INCOME TAX UNDER 501(c)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. TRIADA EMPLOYMENT SERVICES, LLC IS A SOLELY OWNED LLC AND THEREFORE THE INTERNAL REVENUE SERVICE CONSIDERS IT TO BE A DISREGARDED ENTITY FOR TAX PURPOSES. ALL TRIADA EMPLOYMENT SERVICE, LLC ACTIVITY IS INCLUDED UNDER WRTP FOR TAX PURPOSES. BIG STEP, INC. IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION EVALUATES THEIR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2024, 2023, AND 2022. THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES VARIOUS FEDERAL OR STATE NONPROFIT TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES PRIOR TO 2021.”

Raw XML AppendixShowing 400 of 499 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO TRAIN TECHNICAL SKILLS AND DEVELOP SKILLS FOR ADULTS AND YOUTH TO ACQUIRE CAREERS IN THE CONSTRUCTION AND BUILDING TRADES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0794444
IRS990/NetAssetsOrFundBalancesEOYAmt0835214
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0794444
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0835214
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE COSTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12215
IRS990/OtherExpensesGrp/TotalAmt03000
IRS990/OtherExpensesGrp/TotalAmt12215
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LINDSAY BLUMER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0602333
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0351237
IRS990/PYInvestmentIncomeAmt05524
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03842
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IRS990/PYTotalRevenueAmt0607857
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IRS990/ReconcilationRevenueExpnssAmt040770
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0713267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0602333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0408198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0326629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0351438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02401865
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0243
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030845
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.98730
IRS990ScheduleA/PublicSupportPY170Pct00.99580
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0602333
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0351438
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02401865
IRS990ScheduleA/TotalSupportAmt02432710
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0105413
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0114585
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09172
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt069416
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030061
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0105413
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08787
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02851
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt081753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt069416
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-12337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt060100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt081753
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010803
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt053242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt060100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06858
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BOARD IS CURRENTLY FOLLOWING THE INVESTMENT POLICY OF THE GREATER MILWAUKEE FOUNDATION WHERE THE FUNDS ARE INVESTED. THE SPENDING POLICY DICTATES THAT NO DISTRIBUTIONS FROM THE FUND SHALL BE MADE UNTIL THE CORPUS HAS REACHED THE AMOUNT AGREED UPON BY THE BOARD OF DIRECTORS. ONCE THAT CORPUS HAS BEEN ESTABLISHED, DISTRIBUTIONS WILL BE MADE IN ACCORDANCE WITH THE DISBURSEMENT POLICY FOLLOWED BY THE GREATER MILWAUKEE FOUNDATION. EXPENDITURES FROM THE ENDOWMENT ACCOUNT WILL BE USED FOR OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1WRTP IS EXEMPT FROM INCOME TAX UNDER 501(c)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. TRIADA EMPLOYMENT SERVICES, LLC IS A SOLELY OWNED LLC AND THEREFORE THE INTERNAL REVENUE SERVICE CONSIDERS IT TO BE A DISREGARDED ENTITY FOR TAX PURPOSES. ALL TRIADA EMPLOYMENT SERVICE, LLC ACTIVITY IS INCLUDED UNDER WRTP FOR TAX PURPOSES. BIG STEP, INC. IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION EVALUATES THEIR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2024, 2023, AND 2022. THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES VARIOUS FEDERAL OR STATE NONPROFIT TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0255200
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EMPLOYMENT AND TRAINING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WRTP INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391838210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03841 W WISCONSIN AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053208
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0142230
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020895
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt06000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LINDSAY BLUMER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0190848
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WISCONSIN REGIONAL TRAINING PARTNERSHIP INC'S EMPLOYEES BEGAN MAINTAINING THE RECORDS AND DIRECTING OPERATIONS OF BIG STEP, INC. WHEN THE BOARDS OF THE TWO ORGANIZATIONS MERGED ON JANUARY 1, 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW IN ADVANCE OF FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICT OF INTERESTS. OTHER MEMBERS OF THE BOARD OR COMMITTEES DETERMINES IF A CONFLICT EXISTS. WHEN THIS OCCURS, THE BOARD MEMBER WITH A CONFLICT OF INTEREST IS ASKED TO LEAVE DURING THE DISCUSSION AND VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN REGIONAL TRAINING PARTNERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391838210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMPLOYMENT AND TRAINING SERVICES

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