Civic Intelligence

Greater Lombardo Open Foundation Inc.

990EZ • Fiscal year 2016 • EIN 81-1350633

Feb 04, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

549 E Wilson StMilwaukee, WI 53207

(414) 486-2000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$13,242

No earlier filing loaded for comparison.

Net Assets

$13,242

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$76,461

No earlier filing loaded for comparison.

Expenses

$63,219

No earlier filing loaded for comparison.

Net Income

$13,242

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$13,242
Liabilities$0
Net Assets$13,242

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$76,461
Expenses$63,219
Net Income$13,242
Jump To
Filing Snapshot
Filing Period
Feb 4, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$137,667
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$58,000$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$124,637$122,762$21,223$101,539
Total Events$124,637$122,762$61,206$61,556
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
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Feld Schumacher & Company Llp
Address
2448 S 102ND ST SUITE 360, WEST ALLIS, WI 53227
Preparer
William J Winter 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 53201-1997. Grantee relationship: none. Property description: cash. Date of gift: 12/16/16. Amount given: 58,000.

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

Description: registration fees. Amount: 850. Description: insurance. Amount: 400. Total to form 990-ez, line 16: 1,250.

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

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 2,000.

Raw XML Appendix175 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/USAddress/CityNm0MILWAUKEE
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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/EOYAmt02000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01250
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/GrantsAndAllocationsAmt058000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TotalRevenueAmt076461
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGINIZATION WAS CREATED ON FEBRUARY 4, 2016. THEREFORE, 2016 IS A SHORT YEAR AND THERE WAS NO ACTIVITY IN 2012 THROUGH 2015.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART II SECTION A
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt061556
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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 53201-1997. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/16/16. AMOUNT GIVEN: 58,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REGISTRATION FEES. AMOUNT: 850. DESCRIPTION: INSURANCE. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 1,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,000.
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
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P LOMBARDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04144862000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C458A565C53BB05AF089F74AA47C4D38F56DBEF5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064F9D3AB8DFD03DADCA2CDB16405F477D7C71343
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.199.203.170
ReturnHeader/FilingSecurityInformation/IPDt02017-11-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:57:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391079140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELD SCHUMACHER & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02448 S 102ND ST SUITE 360
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST ALLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053227
ReturnHeader/PreparerPersonGrp/PhoneNum04143272320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J WINTER CPA
ReturnHeader/ReturnTs02017-11-14T11:55:49-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-02-04
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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