Civic Intelligence

Greater Lombardo Open Foundation Inc.

990EZ • Fiscal year 2017 • EIN 81-1350633

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

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

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

35th percentile

-2.2%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

9.5%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

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

Assets

Up

$14,502

Up $1,260 (+9.5%) from 2016

Net Assets

Down

$12,260

Down $982 (-7.4%) from 2016

Liabilities

Up

$2,242

Up $2,242 from 2016

Revenue

Down

$45,267

Down $31,194 (-41%) from 2016

Expenses

Down

$46,249

Down $16,970 (-27%) from 2016

Net Income

Down

-$982

Down $14,224 (-107%) from 2016

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

2017

Assets$14,502
Liabilities$2,242
Net Assets$12,260

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

2017

Revenue$45,267
Expenses$46,249
Net Income-$982
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$107,490
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$45,000$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$107,455$104,950$20,574$84,376
Total Events$107,455$104,950$62,223$42,727
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
2018-05-11
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: 12/01/17. Amount given: 45,000.

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

Description: registration fees. Amount: 25. Description: insurance. Amount: 350. Total to form 990-ez, line 16: 375.

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

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

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

Description: credit card payable. Beg. Of year amount: 0. End of year amount: 2,242.

Raw XML Appendix170 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/BusinessName/BusinessNameLine1Txt0ANGIE SATHER
IRS990EZ/BooksInCareOfDetail/PhoneNum04144862000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0549 E WILSON ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011242
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0375
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/GrantsAndAllocationsAmt045000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt062223
IRS990EZ/SpecialEventsNetIncomeLossAmt042727
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt045267
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGINIZATION WAS CREATED ON FEBRUARY 4, 2016. THEREFORE, 2016 IS A SHORT YEAR AND THERE WAS NO ACTIVITY IN 2013 THROUGH 2015.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART II SECTION A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017445
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0227712
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt017445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02540
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017445
IRS990ScheduleA/TotalSupportAmt017445
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02505
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt02505
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt029711
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107455
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0104950
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt042727
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020574
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020574
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011938
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011938
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: 12/01/17. AMOUNT GIVEN: 45,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REGISTRATION FEES. AMOUNT: 25. DESCRIPTION: INSURANCE. AMOUNT: 350. TOTAL TO FORM 990-EZ, LINE 16: 375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,242.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P LOMBARDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04144862000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
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/AtSubmissionCreationDeviceId049B25F6323FEEE2662E3C40512FFCD19D7DA2E9A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028653F69AE1F80BB7CD36DAF20C2B4AED42FD0EC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.53.179.210
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:52:19
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/ReturnTs02018-05-11T11:03:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings