Civic Intelligence

Greater Lombardo Open Foundation Inc

EIN 81-1350633 • 501(c)3 • Milwaukee, WI

Profile

The organization makes distributions to support the organization's mission of supporting area charitable non-profits selected by the organization's board from time to time, including children's hospital of wisconsin.

549 E Wilson StMilwaukee, WI 53207

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.55x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

50th percentile

1.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

27%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$63,627

Up $13,601 (+27%) from 2023

Liabilities

Up

$35,269

Up $11,910 (+51%) from 2023

Net Assets

Up

$28,358

Up $1,691 (+6.3%) from 2023

Revenue

Up

$117,207

Up $19,246 (+20%) from 2023

Expenses

Up

$115,516

Up $16,541 (+17%) from 2023

Net Income

Up

$1,691

Up $2,705 (+267%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $13,242Liabilities 2016: $0Net Assets 2016: $13,2422016Assets 2017: $14,502Liabilities 2017: $2,242Net Assets 2017: $12,2602017Assets 2018: $81,606Liabilities 2018: $60,210Net Assets 2018: $21,3962018Assets 2019: $24,536Liabilities 2019: $183Net Assets 2019: $24,3532019Assets 2020: $81,323Liabilities 2020: $57,381Net Assets 2020: $23,9422020Assets 2021: $27,148Liabilities 2021: $444Net Assets 2021: $26,7042021Assets 2022: $51,431Liabilities 2022: $23,750Net Assets 2022: $27,6812022Assets 2023: $50,026Liabilities 2023: $23,359Net Assets 2023: $26,6672023Assets 2024: $63,627Liabilities 2024: $35,269Net Assets 2024: $28,3582024

Highlighted filing

2024

Assets$63,627
Liabilities$35,269
Net Assets$28,358

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2016: $76,461Expenses 2016: $63,219Net Income 2016: $13,2422016Revenue 2017: $45,267Expenses 2017: $46,249Net Income 2017: -$9822017Revenue 2018: $69,653Expenses 2018: $60,517Net Income 2018: $9,1362018Revenue 2019: $73,177Expenses 2019: $70,220Net Income 2019: $2,9572019Revenue 2020: -$357Expenses 2020: $54Net Income 2020: -$4112020Revenue 2021: $73,546Expenses 2021: $70,784Net Income 2021: $2,7622021Revenue 2022: $86,632Expenses 2022: $85,655Net Income 2022: $9772022Revenue 2023: $97,961Expenses 2023: $98,975Net Income 2023: -$1,0142023Revenue 2024: $117,207Expenses 2024: $115,516Net Income 2024: $1,6912024

Highlighted filing

2024

Revenue$117,207
Expenses$115,516
Net Income$1,691

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$197,616
Mission and Program Overview

Mission

The organization makes distributions to support the organization's mission of supporting area charitable non-profits selected by the organization's board from time to time, including children's hospital of wisconsin.

Program Services

DescriptionGrantsExpenses
DONATION TO CHILDREN'S HOSPITAL OF WISCONSIN$115,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P LOMBARDOPresident-$0--
WAYNE A JURECKIVice President-$0--
CHRISTOPHER D ANDERSONSecretary-$0--
WILLIAM J WINTERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$197,616$160,591$33,103$127,488
Total Events$197,616$160,591$80,410$80,181
Filing and Contact Details

Filer

Filer Name
Greater Lombardo Open Foundation Inc
EIN
81-1350633
Phone
4144862000
Address
549 E WILSON ST, MILWAUKEE, WI 53207

Signing Officer

Name
James P Lombardo
Title
President
Phone
4144862000
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Schumacher Sama Llp
Address
10400 W INNOVATION DR SUITE 301, WAUWATOSA, WI 53226
Preparer
Ryan Schumacher CPA
Phone
4143272320
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donation. Grantee name: children's hospital of wi. Grantee address: po box 1997 ms 3050 milwaukee, wi 53201. Grantee relationship: none. Property description: cash. Date of gift: 12/23/24. Amount given: 115,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: registration fees. Amount: 306. Description: insurance. Amount: 210. Total to form 990-ez, line 16: 516.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 3,804.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card payable. Beg. Of year amount: 1,919. End of year amount: 3,094. Description: deferred 2023 outing revenue. Beg. Of year amount: 18,700. End of year amount: 32,175. Description: donation payable. Beg. Of year amount: 2,740. End of year amount: 0.

Raw XML Appendix173 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04144862000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES P LOMBARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WAYNE A JURECKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER D ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILLIAM J WINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03804
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0516
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION MAKES DISTRIBUTIONS TO SUPPORT THE ORGANIZATION'S MISSION OF SUPPORTING AREA CHARITABLE NON-PROFITS SELECTED BY THE ORGANIZATION'S BOARD FROM TIME TO TIME, INCLUDING CHILDREN'S HOSPITAL OF WISCONSIN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATION TO CHILDREN'S HOSPITAL OF WISCONSIN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0115000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt080182
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023359
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt0115516
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IRS990EZ/TotalRevenueAmt0117207
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt082944
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt082944
IRS990ScheduleA/TotalSupportAmt082944
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
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012394
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: CHILDREN'S HOSPITAL OF WI. GRANTEE ADDRESS: PO BOX 1997 MS 3050 MILWAUKEE, WI 53201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/23/24. AMOUNT GIVEN: 115,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REGISTRATION FEES. AMOUNT: 306. DESCRIPTION: INSURANCE. AMOUNT: 210. TOTAL TO FORM 990-EZ, LINE 16: 516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,804.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 1,919. END OF YEAR AMOUNT: 3,094. DESCRIPTION: DEFERRED 2023 OUTING REVENUE. BEG. OF YEAR AMOUNT: 18,700. END OF YEAR AMOUNT: 32,175. DESCRIPTION: DONATION PAYABLE. BEG. OF YEAR AMOUNT: 2,740. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P LOMBARDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04144862000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREATER LOMBARDO OPEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0811350633
ReturnHeader/Filer/PhoneNum04144862000
ReturnHeader/Filer/USAddress/AddressLine1Txt0549 E WILSON ST
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391079140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUMACHER SAMA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010400 W INNOVATION DR SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04143272320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN SCHUMACHER CPA
ReturnHeader/ReturnTs02025-05-12T15:41:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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