Civic Intelligence

Fond Du Lac Area Foundation

990 • Fiscal year 2023 • EIN 51-0181570

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 22, 2024

Organization ProfileWWW.FDLAREAFOUNDATION.COM
1020 S Main St Suite EFond Du Lac, WI 54935

(920) 921-2215

Siviq Scores

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

Liabilities / Assets

29th percentile

0.09x

Higher debt load relative to assets than 29% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

1.10x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

18th percentile

$185,545

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

78%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$68,131,111

Up $7,967,184 (+13%) from 2022

Net Assets

Up

$62,134,312

Up $8,019,740 (+15%) from 2022

Liabilities

Down

$5,996,799

Down $52,556 (-0.9%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin86th percentile

Revenue

Up

$5,439,585

Up $2,381,342 (+78%) from 2022

Expenses

Down

$3,670,854

Down $409,575 (-10%) from 2022

Net Income

Up

$1,768,731

Up $2,790,917 (+273%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$80M$60M$40M$20M$0Assets 2010: $21,808,374Liabilities 2010: $0Net Assets 2010: $21,808,3742010Assets 2011: $23,307,617Liabilities 2011: $0Net Assets 2011: $23,307,6172011Assets 2012: $24,585,442Liabilities 2012: $0Net Assets 2012: $24,585,4422012Assets 2013: $27,795,567Liabilities 2013: $0Net Assets 2013: $27,795,5672013Assets 2014: $29,208,985Liabilities 2014: $2,262,991Net Assets 2014: $26,945,9942014Assets 2015: $31,805,099Liabilities 2015: $2,395,875Net Assets 2015: $29,409,2242015Assets 2016: $33,867,588Liabilities 2016: $2,562,410Net Assets 2016: $31,305,1782016Assets 2017: $39,241,323Liabilities 2017: $2,518,035Net Assets 2017: $36,723,2882017Assets 2018: $37,352,387Liabilities 2018: $2,610,488Net Assets 2018: $34,741,8992018Assets 2019: $45,201,538Liabilities 2019: $2,771,750Net Assets 2019: $42,429,7882019Assets 2020: $62,386,083Liabilities 2020: $5,947,058Net Assets 2020: $56,439,0252020Assets 2021: $72,661,560Liabilities 2021: $6,756,959Net Assets 2021: $65,904,6012021Assets 2022: $60,163,927Liabilities 2022: $6,049,355Net Assets 2022: $54,114,5722022Assets 2023: $68,131,111Liabilities 2023: $5,996,799Net Assets 2023: $62,134,3122023Assets 2024: $78,023,949Liabilities 2024: $7,365,625Net Assets 2024: $70,658,3242024

Highlighted filing

2023

Assets$68,131,111
Liabilities$5,996,799
Net Assets$62,134,312
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,434,3212010Expenses 2011: $1,112,1842011Expenses 2012: $1,469,5042012Revenue 2013: $4,283,183Expenses 2013: $1,248,610Net Income 2013: $3,034,5732013Revenue 2014: $3,278,561Expenses 2014: $1,332,404Net Income 2014: $1,946,1572014Revenue 2015: $5,905,202Expenses 2015: $1,269,372Net Income 2015: $4,635,8302015Revenue 2016: $2,449,244Expenses 2016: $1,624,245Net Income 2016: $824,9992016Revenue 2017: $4,743,781Expenses 2017: $1,625,849Net Income 2017: $3,117,9322017Revenue 2018: $3,870,618Expenses 2018: $2,127,059Net Income 2018: $1,743,5592018Revenue 2019: $4,246,782Expenses 2019: $1,709,647Net Income 2019: $2,537,1352019Revenue 2020: $7,361,009Expenses 2020: $2,468,903Net Income 2020: $4,892,1062020Revenue 2021: $12,050,578Expenses 2021: $2,660,258Net Income 2021: $9,390,3202021Revenue 2022: $3,058,243Expenses 2022: $4,080,429Net Income 2022: -$1,022,1862022Revenue 2023: $5,439,585Expenses 2023: $3,670,854Net Income 2023: $1,768,7312023Revenue 2024: $5,873,593Expenses 2024: $3,718,626Net Income 2024: $2,154,9672024

Highlighted filing

2023

Revenue$5,439,585
Expenses$3,670,854
Net Income$1,768,731
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 22, 2024
Return Version
2023v5.0
Gross Receipts
$23,599,426
Mission and Program Overview

Mission

Creating a better community by promoting philanthropy, awarding effective grants, and providing leadership on important community issues today and forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$53,577,863$62,461,578▲ $8,883,715
Savings and Temporary Cash Investments$5,534,275$4,913,345▼ $620,930
Cash and Non-Interest-Bearing Accounts$191,131$630,583▲ $439,452
Investments Other Securities$99,727$102,902▲ $3,175
Land, Buildings, and Equipment, Net$757,931$22,703▼ $735,228
Accounts Receivable$3,000--
Total Assets$60,163,927$68,131,111▲ $7,967,184
Liabilities
Other Liabilities$5,578,903$5,989,401▲ $410,498
Mortgage Notes Payable Secured by Investment Property$462,825--
Accounts Payable and Accrued Expenses$7,127$7,398▲ $271
Grants Payable$500--
Total Liabilities$6,049,355$5,996,799▼ $52,556
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$54,114,572$62,134,312▲ $8,019,740
Total Net Assets Fund Balance$54,114,572$62,134,312▲ $8,019,740
Total Liabilities and Net Assets / Fund Balance$60,163,927$68,131,111▲ $7,967,184

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$22,703$4,358$27,061

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$54,485,419$3,825,980▲ $8,606,354-$63,121,945
2022$66,302,442$2,996,163▼ $10,857,272-$54,485,419
2021$56,848,990$6,012,334▲ $6,120,679-$66,302,442
2020$43,305,128$9,627,900▲ $6,933,607-$56,848,990
2019$35,573,017$2,701,745▲ $6,969,244-$43,305,128
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron SadoffExecutive DiFT$161,345$24,200$185,545
Aaron SadoffExecutive Director-$161,345$24,200$185,545

Board Members and Trustees

NameTitle
David J HornungChair
Loree L ShadyVice Chair
Greg GilesCurrent Exec
Dawn ColwinMember
Holly BrennerMember
John SchroederMember
Kelly NortonMember
Steve FrankeMember
Thomas J GrossMember
Tripp AhernMember
Sara B AndrewSecretary
Steve G MillinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,827,379
Program Service Revenue
$0
Investment Income
$1,609,031
Other Revenue
$3,175
All Other Contributions
$3,827,379
Change in Net Assets
$1,768,731

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$320,589Nyse Value
Total Noncash Contributions6$320,589-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,354,910
Revenue Not Reported on Financial Statements
$84,675
Revenue Not Reported on Form 990
$6,908,147
Total Revenue per Audited Statements
$12,263,057
Total Revenue per Form 990
$5,439,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,919,824
Salaries, Compensation, and Employee Benefits$528,820
Other Expenses$222,210
Total Fundraising Expense$105,356
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,618,349--$2,618,349
Grants to Domestic Individuals$301,475--$301,475
Other Salaries and Wages$73,971$144,736$46,127$264,834
Current Officers, Directors, Trustees, and Key Employees$51,824$101,403$32,318$185,545
Fees for Service Investment Mgmnt Fees-$84,675-$84,675
Payroll Taxes$9,081$17,769$5,664$32,514
Advertising$12,014$15,017$3,003$30,034
Other Employee Benefits$7,808$15,279$4,870$27,957
Occupancy-$21,840-$21,840
Fees for Services Accounting-$18,450-$18,450
Pension Plan Contributions$5,019$9,820$3,131$17,970
Fees for Services Other$4,189$8,377$1,396$13,962
Information Technology$2,043$2,554$511$5,108
Other Expenses$1,454$1,817$363$3,634
Insurance$932$1,823$581$3,336
Office Expenses$989$1,236$247$2,472
Conferences and Meetings$970$1,078$108$2,156
Depreciation Depletion$722$902$180$1,804
Total Functional Expenses$3,105,492$460,006$105,356$3,670,854

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,670,854
Expenses per Audited Statements$3,586,179
Total Expenses per Audited Statements$3,586,179
Expenses Not Reported on Financial Statements$84,675
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Church Health Services IncBeaver Dam, WI3General Support$352,674
City of Beaver DamBeaver Dam, WIGovGeneral Support$300,000
ST MARY'S SPRINGS ACADEMYFond Du Lac, WI3General Support$225,982
Moraine Park FoundationFond Du Lac, WI3General Support$155,000
Mclean HospitalSomerville, MA3General Support$150,000
Care IncFond Du Lac, WI3General Support$118,410
Holy FamilyFond Du Lac, WI3General Support$106,205
Fdl Humane SocietyFond Du Lac, WI3General Support$98,178
Fdl YmcaFond Du Lac, WI3General Support$85,332
City of WaupunWaupun, WIGovGeneral Support$74,618
Badgerland Youth for ChristFond Du Lac, WI3General Support$70,000
Mt Calvary Fire DepartmentFond Du Lac, WIGovGeneral Support$65,000
Fdl School DistrictFond Du Lac, WIGovGeneral Support$63,700
Fondy Food PantryFond Du Lac, WI3General Support$47,500
Salvation ArmyHoffman Estates, IL3General Support$38,664
Fdl CountyFond Du Lac, WIGovGeneral Support$37,500
St Vincent De Paul SocietyFond Du Lac, WI3General Support$31,750
Beaver Dam Unified School DistrictBeaver Dam, WIGovGeneral Support$29,500
Fond Du Lac Rotary Club CharitiesFond Du Lac, WI3General Support$26,501
The Arc of FdlFond Du Lac, WI3General Support$25,000
Archdiocese of MilwaukeeSt Francis, WI3General Support$20,000
Village of LomiraLomira, WIGovGeneral Support$19,935
Beaver Dam Rotary ClubBeaver Dam, WI3General Support$19,195
Friends of Women in RecoverybeaconFond Du Lac, WI3General Support$18,500
FDL AREA WOMEN'S FUNDFond Du Lac, WI3General Support$15,342
Boys & Girls Club of FdlFond Du Lac, WI3General Support$15,000
CHILDREN'S MUSEUM OF FDLFond Du Lac, WI3General Support$15,000
Hustiford School DistrictHustisford, WIGovGeneral Support$15,000
Solutions Center Shelter & SupportFond Du Lac, WI3General Support$15,000
Fdl Area United WayFond Du Lac, WI3General Support$14,146
BO'S HEAVENLY CLUBHOUSEHoricon, WI3General Support$12,500
Samaritan Free ClinicFond Du Lac, WI3General Support$10,553
St Lawrence SeminaryMt Calvary, WI3General Support$10,322
Big Brothers Big Sisters of Fdl CouFond Du Lac, WI3General Support$10,000
Cristo Rey RanchMount Calvary, WI3General Support$10,000
Marquette UniversityMilwaukee, WI3General Support$10,000
Medical College of WisconsinMilwaukee, WI3General Support$10,000
Nami of FdlFond Du Lac, WI3General Support$10,000
ST MARK'S EPISCOPAL CHURCHSouth Milwaukee, WI3General Support$10,000
Sandi Paws RescueFond Du Lac, WI3General Support$10,000
School District of NfdlNorth Fond Du Lac, WIGovGeneral Support$10,000
Sleep in Heavenly Peace IncNampa, ID3General Support$10,000
St Charles CemetaryFond Du Lac, WI3General Support$7,664
Fdl High SchoolFond Du Lac, WIGovGeneral Support$7,550
Fond Du Lac County Agricultural SocFond Du Lac, WI3General Support$7,500
School District of OakfieldOakfield, WIGovGeneral Support$7,200
Thelma Center for the ArtsFond Du Lac, WI3General Support$6,728
Church of Our SaviourFond Du Lac, WI3General Support$5,500
Marsh Haven Nature CenterWaupun, WI3General Support$5,500
Fdl Public LibraryFond Du Lac, WI3General Support$5,431
Salem United Methodist ChurchFond Du Lac, WI3General Support$5,174
St Francis Home FoundationFond Du Lac, WI3General Support$5,161
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fund Held for the Benefit of Others$5,989,401
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7A

“The board of directors of the fond du lac area foundation shall have no more than 15 members.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is emailed with password protection to all board members to view prior to filing. A hard copy of the form 990 is also available for review.”

Form 990, Page 6, Part VI, Line 12C

“Board members are required to disclose any potential or perceived conflicts that occur during board meetings. Disclosures are documented in the board minutes. Most common disclosure is related to approval of grants. Board members abstain on any grant they have a conflict with and those abstentions are documented in the board minutes.”

Form 990, Page 6, Part VI, Line 15A

“The board uses the annual national council on foundations survey for officers, ceo, key employees, or executive director. The data is compiled from more than 300 community foundations. Local salary data is also considered. The board also conducts an annual evaluation of job performance of the executive director.”

Form 990, Page 6, Part VI, Line 15B

“Salaries are reviewed and approved by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“All documents are available upon request at the address shown on page 1 of form 990”

Filing and Contact Details

Filer

Filer Name
Fond Du Lac Area Foundation
EIN
51-0181570
Phone
9209212215
Address
1020 S MAIN ST SUITE E, FOND DU LAC, WI 54935

Signing Officer

Name
Greg Giles
Title
Current Exec Director
Phone
9209212215
Signed
2024-08-22

Organization Details

Principal Officer
Greg Giles
Formed
1975
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
11

Preparer

Firm
Huberty & Associates Sc
Address
37 N PIONEER RD, FOND DU LAC, WI 54935
Preparer
Cynthia Hintz CPA
Phone
9209238400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Nonreciprocal transfer -326,834 transfer of real estate from supported organization, fond du lac area real estate and personal property foundation, inc. Was effective january 1, 2023 part xi line 8 prior period adjustment - during the year, certain individual funds changed from designated-type or donor advised to agency-type funds resulting in funds held for the benefit of others being understated by 330,304. The change decreased the beginning net assets without donor restrictions by 330,304.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation's endowment consists of 533 individual funds established for a variety of purposes. Its endowment includes both donor-restricted funds and funds designated by the board of directors for operational purposes.”

Schedule D, Page 3, Part X

“Fond du lac area foundation and the supporting organizations are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. In addition, the foundation and the supporting organizations qualify for the charitable contributions deduction under section 170 (b)(1)(a) and have been classified as organizations that are not a private foundation under section 509 (a)(2). The fond du lac area foundation and the supporting organizations are also exempt from wisconsin income taxes. The foundation has evaluated tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the foundations financial condition, results of operations or cash flows. Accordingly, the foundation has not recorded any reserves or related accruals for interest and penalties for uncertain tax positions at december 31, 2023. All years not closed by the statute of limitations remain open for examination by tax jurisdictions.”

Raw XML AppendixShowing 400 of 1,108 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/AccountsPayableAccrExpnssGrp/BOYAmt07127
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07398
IRS990/AccountsReceivableGrp/BOYAmt03000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER.
IRS990/AdvertisingGrp/FundraisingAmt03003
IRS990/AdvertisingGrp/ManagementAndGeneralAmt015017
IRS990/AdvertisingGrp/ProgramServicesAmt012014
IRS990/AdvertisingGrp/TotalAmt030034
IRS990/AllOtherContributionsAmt03827379
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0GREG GILES
IRS990/BooksInCareOfDetail/PhoneNum09209212215
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 S MAIN ST SUTIE E
IRS990/BooksInCareOfDetail/USAddress/CityNm0FOND DU LAC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054935
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0191131
IRS990/CashNonInterestBearingGrp/EOYAmt0630583
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt032318
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0101403
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt051824
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0185545
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt0108
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01078
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0970
IRS990/ConferencesMeetingsGrp/TotalAmt02156
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03827379
IRS990/CYGrantsAndSimilarPaidAmt02919824
IRS990/CYInvestmentIncomeAmt01609031
IRS990/CYOtherExpensesAmt0222210
IRS990/CYOtherRevenueAmt03175
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01768731
IRS990/CYSalariesCompEmpBnftPaidAmt0528820
IRS990/CYTotalExpensesAmt03670854
IRS990/CYTotalFundraisingExpenseAmt0105356
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05439585
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0180
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0902
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0722
IRS990/DepreciationDepletionGrp/TotalAmt01804
IRS990/Desc0GRANTS ARE MADE TO ORGANIZATIONS THAT QUALIFY UNDER IRC SEC 501(C)(3). SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS IN COMPLIANCE WITH HR4-PENSION PROTECTION ACT OF 2006.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03105492
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018450
IRS990/FeesForServicesAccountingGrp/TotalAmt018450
IRS990/FeesForServicesOtherGrp/FundraisingAmt01396
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08377
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04189
IRS990/FeesForServicesOtherGrp/TotalAmt013962
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt084675
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt084675
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt024200
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/PersonNm0AARON SADOFF
IRS990/Form990PartVIISectionAGrp/PersonNm1TRIPP AHERN
IRS990/Form990PartVIISectionAGrp/PersonNm2SARA B ANDREW
IRS990/Form990PartVIISectionAGrp/PersonNm3HOLLY BRENNER
IRS990/Form990PartVIISectionAGrp/PersonNm4DAWN COLWIN
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE FRANKE
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS J GROSS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID J HORNUNG
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE G MILLIN
IRS990/Form990PartVIISectionAGrp/PersonNm9KELLY NORTON
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm11LOREE L SHADY
IRS990/Form990PartVIISectionAGrp/PersonNm12GREG GILES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0161345
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/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CURRENT EXEC
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0164451
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt02919824
IRS990/GrantsPayableGrp/BOYAmt0500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0301475
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0301475
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02618349
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02618349
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018324292
IRS990/GrossReceiptsAmt023599426
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0511
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02554
IRS990/InformationTechnologyGrp/ProgramServicesAmt02043
IRS990/InformationTechnologyGrp/TotalAmt05108
IRS990/InsuranceGrp/FundraisingAmt0581
IRS990/InsuranceGrp/ManagementAndGeneralAmt01823
IRS990/InsuranceGrp/ProgramServicesAmt0932
IRS990/InsuranceGrp/TotalAmt03336
IRS990/InvestmentIncomeGrp/ExclusionAmt01444580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01444580
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt099727
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0102902
IRS990/InvestmentsPubTradedSecGrp/BOYAmt053577863
IRS990/InvestmentsPubTradedSecGrp/EOYAmt062461578
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04358
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0757931
IRS990/LandBldgEquipBasisNetGrp/EOYAmt022703
IRS990/LandBldgEquipCostOrOtherBssAmt027061
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018159841
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0462825
IRS990/NetAssetsOrFundBalancesBOYAmt054114572
IRS990/NetAssetsOrFundBalancesEOYAmt062134312
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0164451
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0164451
IRS990/NetUnrlzdGainsLossesInvstAmt06908147
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt054114572
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt062134312
IRS990/NoncashContributionsAmt0320589
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt021840
IRS990/OccupancyGrp/TotalAmt021840
IRS990/OfficeExpensesGrp/FundraisingAmt0247
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01236
IRS990/OfficeExpensesGrp/ProgramServicesAmt0989
IRS990/OfficeExpensesGrp/TotalAmt02472
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-326834
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04870
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015279
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07808
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027957
IRS990/OtherExpensesGrp/Desc0DUES AND PERMITS
IRS990/OtherExpensesGrp/Desc1EVENTS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0986
IRS990/OtherExpensesGrp/FundraisingAmt13783
IRS990/OtherExpensesGrp/FundraisingAmt22088
IRS990/OtherExpensesGrp/FundraisingAmt3363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010844
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21817
IRS990/OtherExpensesGrp/ProgramServicesAmt07886
IRS990/OtherExpensesGrp/ProgramServicesAmt13783
IRS990/OtherExpensesGrp/ProgramServicesAmt22983
IRS990/OtherExpensesGrp/ProgramServicesAmt31454
IRS990/OtherExpensesGrp/TotalAmt019716
IRS990/OtherExpensesGrp/TotalAmt17566
IRS990/OtherExpensesGrp/TotalAmt27457
IRS990/OtherExpensesGrp/TotalAmt33634
IRS990/OtherLiabilitiesGrp/BOYAmt05578903
IRS990/OtherLiabilitiesGrp/EOYAmt05989401
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LIFE INSURANCE GAIN
IRS990/OtherRevenueMiscGrp/ExclusionAmt03175
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03175
IRS990/OtherRevenueTotalAmt03175
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046127
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0144736
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt073971
IRS990/OtherSalariesAndWagesGrp/TotalAmt0264834
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05664
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017769
IRS990/PayrollTaxesGrp/ProgramServicesAmt09081
IRS990/PayrollTaxesGrp/TotalAmt032514
IRS990/PensionPlanContributionsGrp/FundraisingAmt03131
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09820
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05019
IRS990/PensionPlanContributionsGrp/TotalAmt017970
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GREG GILES
IRS990/PriorPeriodAdjustmentsAmt0-330304
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02996161
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03290574
IRS990/PYInvestmentIncomeAmt023001
IRS990/PYOtherExpensesAmt0256109
IRS990/PYOtherRevenueAmt039081
IRS990/PYRevenuesLessExpensesAmt0-1022186
IRS990/PYSalariesCompEmpBnftPaidAmt0533746
IRS990/PYTotalExpensesAmt04080429
IRS990/PYTotalRevenueAmt03058243
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01768731
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05534275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04913345
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 70,641
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03827379
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02996161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05732709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08036229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02610199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023202677
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01444580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01210439
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0770195
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0546381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0779050
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04750645
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt042159
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03870
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06591
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt018021
IRS990ScheduleA/OtherIncome170Grp/TotalAmt073816
IRS990ScheduleA/PublicSupportCY170Pct00.52090
IRS990ScheduleA/PublicSupportPY170Pct00.49300
IRS990ScheduleA/PublicSupportTotal170Amt014600270
IRS990ScheduleA/SubstantialContributorsTotAmt08602407
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03827379
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02996161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05732709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08036229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02610199
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023202677
IRS990ScheduleA/TotalSupportAmt028027138
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt022703
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04358
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt027061
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-621414
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt054485419
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03825980
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt063121945
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-3174394
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08606354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-630234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt066302442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02996163
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt054485419
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-3325680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10857272
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-611133
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt056848990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06012334

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,131,111
Liabilities
$5,996,799
Net assets
$62,134,312
Revenue
$5,439,585
Expenses
$3,670,854
Net income
$1,768,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.0$7.37$70.7$5.87$3.72$2.15
2023Detailed filing. Detailed filing data is available for this year.$68.1$6.00$62.1$5.44$3.67$1.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.2$6.05$54.1$3.06$4.08$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.7$6.76$65.9$12.1$2.66$9.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.4$5.95$56.4$7.36$2.47$4.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.2$2.77$42.4$4.25$1.71$2.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$2.61$34.7$3.87$2.13$1.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$2.52$36.7$4.74$1.63$3.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.9$2.56$31.3$2.45$1.62$0.82
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$2.40$29.4$5.91$1.27$4.64
2014Detailed filing. Detailed filing data is available for this year.$29.2$2.26$26.9$3.28$1.33$1.95
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.00$27.8$4.28$1.25$3.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$0.00$24.6$1.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$0.00$23.3$1.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$1.43