Civic Intelligence

Fellowship Open Inc.

990 • Fiscal year 2017 • EIN 75-3070195

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

411 E WISCONSIN AVENUE No 2350Milwaukee, WI 53202-4426

(414) 277-5000

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

91st percentile

61%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

6.4%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$319,282

Up $120,795 (+61%) from 2016

Net Assets

Up

$319,282

Up $120,795 (+61%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$334,508

Up $20,152 (+6.4%) from 2016

Expenses

Down

$213,713

Down $54,423 (-20%) from 2016

Net Income

Up

$120,795

Up $74,575 (+161%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $76,340Liabilities 2010: $02010Assets 2011: $75,055Liabilities 2011: $0Net Assets 2011: $75,0552011Assets 2012: $102,699Liabilities 2012: $0Net Assets 2012: $102,6992012Assets 2013: $114,574Liabilities 2013: $0Net Assets 2013: $114,5742013Assets 2014: $138,788Liabilities 2014: $0Net Assets 2014: $138,7882014Assets 2015: $152,267Liabilities 2015: $0Net Assets 2015: $152,2672015Assets 2016: $198,487Liabilities 2016: $0Net Assets 2016: $198,4872016Assets 2017: $319,282Liabilities 2017: $0Net Assets 2017: $319,2822017Assets 2018: $594,948Liabilities 2018: $0Net Assets 2018: $594,9482018Assets 2019: $680,293Liabilities 2019: $0Net Assets 2019: $680,2932019Assets 2020: $556,008Liabilities 2020: $0Net Assets 2020: $556,0082020Assets 2021: $393,733Liabilities 2021: $7,836Net Assets 2021: $385,8972021Assets 2022: $628,004Liabilities 2022: -$1,476Net Assets 2022: $629,4802022Assets 2023: $312,006Liabilities 2023: $63,516Net Assets 2023: $248,4902023Assets 2024: $779,927Liabilities 2024: $46,673Net Assets 2024: $733,2542024

Highlighted filing

2017

Assets$319,282
Liabilities$0
Net Assets$319,282

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $64,993Expenses 2010: $58,612Net Income 2010: $6,3812010Revenue 2011: $102,011Expenses 2011: $103,296Net Income 2011: -$1,2852011Revenue 2012: $121,258Expenses 2012: $93,614Net Income 2012: $27,6442012Revenue 2013: $126,315Expenses 2013: $114,440Net Income 2013: $11,8752013Revenue 2014: $131,313Expenses 2014: $107,099Net Income 2014: $24,2142014Revenue 2015: $178,135Expenses 2015: $164,656Net Income 2015: $13,4792015Revenue 2016: $314,356Expenses 2016: $268,136Net Income 2016: $46,2202016Revenue 2017: $334,508Expenses 2017: $213,713Net Income 2017: $120,7952017Revenue 2018: $729,344Expenses 2018: $453,677Net Income 2018: $275,6672018Revenue 2019: $494,764Expenses 2019: $630,169Net Income 2019: -$135,4052019Revenue 2020: $635,557Expenses 2020: $720,469Net Income 2020: -$84,9122020Revenue 2021: $993,966Expenses 2021: $1,142,283Net Income 2021: -$148,3172021Revenue 2022: $1,559,294Expenses 2022: $1,330,949Net Income 2022: $228,3452022Revenue 2023: $1,188,692Expenses 2023: $1,382,744Net Income 2023: -$194,0522023Revenue 2024: $1,982,335Expenses 2024: $1,497,571Net Income 2024: $484,7642024

Highlighted filing

2017

Revenue$334,508
Expenses$213,713
Net Income$120,795
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.2
Gross Receipts
$593,288
Mission and Program Overview

Mission

The fellowship open's principal mission is to support organizations that make a meaningful and demonstrable difference in the lives of the milwaukee-area low income youth.

The fellowship open's principal mission is to support organizations that make a meaningful and demonstrable difference in the lives of milwaukee-area low income youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$198,487$319,282▲ $120,795
Rtn Earn Endowment Incm Other Fnds$95,788$216,583▲ $120,795
Cap Stk Tr Prin Current Funds$102,699$102,699→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$198,487$319,282▲ $120,795
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$198,487$319,282▲ $120,795
Total Liabilities and Net Assets / Fund Balance$198,487$319,282▲ $120,795
Compensation and Service Providers

Board Members and Trustees

NameTitle
John W Daniels JrPresident/director
Shawn JonesSec/treas/director
Darlene AustinVice Pres/director
Revenue and Support

Revenue Composition

Contributions and Grants
$235,667
Program Service Revenue
$0
Investment Income
$362
Other Revenue
$98,479
Change in Net Assets
$120,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$211,547
Other Expenses$2,166
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$211,547--$211,547
Fees for Services Other$2,166--$2,166
Total Functional Expenses$213,713$0$0$213,713
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alive MkeMilwaukee, WI-Support of youth initatives-
Black Arts Mke IncMilwaukee, WI-Support of youth initiatives-
Marvin Pratt Acorn Fund Greater Milwaukee FoundationMilwaukee, WI-Support of Youth Initiatives-
Northcott Neighborhood HouseMilwaukee, WI-Support of youth initiatives-
One Accord FoundationMenomonee Falls, WI-Support of youth initiatives-
Student Without MothersAtlanta, GA-Support of youth initiatives-
Wisconsin Black Historical SocietyMilwaukee, WI-Support of Youth Initiatives-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$353,526
Fundraising Direct Expenses$258,780
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$353,526$353,526$200,850$152,676
Total Events$353,526$353,526$258,780$94,746
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

John w. Daniels, jr. President and board member, is a partner of quarles & brady llp. The other directors and officers of the fellowship open are employees of quarles & brady, llp.

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

Form 990 is reviewed by an officer prior to filing.

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

Each director is required to disclose to the board any conflict or possible conflict of interest whenever the conflict pertains to a matter being considered by the board. Any director with a conflict on any matter must abstain from voting on the matter and shall not be counted in determining the quorum for the vote on any matter. In addition, he or she shall not use his or her personal influence on the matter. The minutes of the meeting involving any such situation will reflect that a disclosure was made, the abstention from voting and the quorum situation. If a director is uncertain as to whether a conflict exists, the board, by majority vote of those present other than the dirctor having the possible conflict will decide whether abstention is required.

Form 990, Part VI, Section C, line 18

Available upon written request to the organization.

Form 990, Part VI, Section C, line 19

Available upon written request to the organization.

Filing and Contact Details

Filer

Filer Name
Fellowship Open Inc
EIN
75-3070195
Phone
4142775000
Address
411 E WISCONSIN AVENUE No 2350, MILWAUKEE, WI 53202-4426

Signing Officer

Name
John Daniels Jr
Title
President
Phone
4142775000
Signed
2018-10-30

Organization Details

Principal Officer
John W Daniels Jr
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Coleman & Williams Ltd
Address
7127 N Green Bay Avenue, Milwaukee, WI 53209
Preparer
William B Coleman
Phone
4142780170
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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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARVIN PRATT ACORN FUND GREATER MILWAUKEE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1STUDENT WITHOUT MOTHERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALIVE MKE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BLACK ARTS MKE INC
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ONE ACCORD FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053212
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130326
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd253202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd353202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd453212
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd553051
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd653206
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN W. DANIELS, JR. PRESIDENT AND BOARD MEMBER, IS A PARTNER OF QUARLES & BRADY LLP. THE OTHER DIRECTORS AND OFFICERS OF THE FELLOWSHIP OPEN ARE EMPLOYEES OF QUARLES & BRADY, LLP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY AN OFFICER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR IS REQUIRED TO DISCLOSE TO THE BOARD ANY CONFLICT OR POSSIBLE CONFLICT OF INTEREST WHENEVER THE CONFLICT PERTAINS TO A MATTER BEING CONSIDERED BY THE BOARD. ANY DIRECTOR WITH A CONFLICT ON ANY MATTER MUST ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON ANY MATTER. IN ADDITION, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION WILL REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING AND THE QUORUM SITUATION. IF A DIRECTOR IS UNCERTAIN AS TO WHETHER A CONFLICT EXISTS, THE BOARD, BY MAJORITY VOTE OF THOSE PRESENT OTHER THAN THE DIRCTOR HAVING THE POSSIBLE CONFLICT WILL DECIDE WHETHER ABSTENTION IS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0198487
IRS990/TotalAssetsEOYAmt0319282
IRS990/TotalAssetsGrp/BOYAmt0198487
IRS990/TotalAssetsGrp/EOYAmt0319282
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0235667
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0213713
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213713
IRS990/TotalGrossUBIAmt04095
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0198487
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0319282
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0213713
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt094746
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0334508
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04095
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0198487
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0319282
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0411 E WISCONSIN AVENUE No 2350
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0532024426
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.FELLOWSHIPOPEN.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0John Daniels Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142775000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FELLOWSHIP OPEN INC
ReturnHeader/Filer/BusinessNameControlTxt0FELL
ReturnHeader/Filer/EIN0753070195
ReturnHeader/Filer/PhoneNum04142775000
ReturnHeader/Filer/USAddress/AddressLine1Txt0411 E WISCONSIN AVENUE No 2350
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532024426
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId070857D2CA8861309A6417D6EBE178CB143DDE585
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId070857D2CA8861309A6417D6EBE178CB143DDE585
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.195.162
ReturnHeader/FilingSecurityInformation/IPDt02018-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:34:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Coleman & Williams Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07127 N Green Bay Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053209
ReturnHeader/PreparerPersonGrp/PhoneNum04142780170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Coleman
ReturnHeader/ReturnTs02018-11-12T09:02:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.78$0.05$0.73$1.98$1.50$0.48
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.06$0.25$1.19$1.38$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.56$1.33$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.39$0.99$1.14$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.64$0.72$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.49$0.63$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.73$0.45$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.33$0.21$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.31$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.18$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.13$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$0.13$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.12$0.09$0.03
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.10$0.10$0.00
2010Summary only. Only limited summary data is available for this year.$0.08$0.00$0.06$0.06$0.01