Civic Intelligence

Greater Lombardo Open Foundation Inc.

990EZ • Fiscal year 2018 • EIN 81-1350633

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

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

92nd percentile

0.74x

Higher debt load relative to assets than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.86x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

97th percentile

463%

Faster asset growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$81,606

Up $67,104 (+463%) from 2017

Net Assets

Up

$21,396

Up $9,136 (+75%) from 2017

Liabilities

Up

$60,210

Up $57,968 (+2586%) from 2017

Revenue

Up

$69,653

Up $24,386 (+54%) from 2017

Expenses

Up

$60,517

Up $14,268 (+31%) from 2017

Net Income

Up

$9,136

Up $10,118 (+1030%) from 2017

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

2018

Assets$81,606
Liabilities$60,210
Net Assets$21,396

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

2018

Revenue$69,653
Expenses$60,517
Net Income$9,136
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$128,070
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$60,000$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$127,970$116,720$15,891$100,829
Total Events$127,970$116,720$58,418$58,302
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
2019-05-10
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. Grantee relationship: none. Property description: cash. Date of gift: 02/26/19. Approved but not paid by filing deadline: yes. Amount given: 60,000.

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

Description: registration fees. Amount: 203. Description: insurance. Amount: 314. Total to form 990-ez, line 16: 517.

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

Description: credit card payable. Beg. Of year amount: 2,242. End of year amount: 0. Description: accounts payable. Beg. Of year amount: 0. End of year amount: 60,210.

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt014502
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081606
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt060000
IRS990EZ/GrossReceiptsAmt0128070
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt021396
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012260
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021396
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0517
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/GrantsAndAllocationsAmt060000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt058303
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02242
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt060210
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt060517
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt069653
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 2014 THROUGH 2015.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART II SECTION A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028795
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0344432
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt028795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011350
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014905
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028795
IRS990ScheduleA/TotalSupportAmt028795
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011250
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058418
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt030492
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt030492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0127970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0127970
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0116720
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116720
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058302
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015891
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015891
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012035
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012035
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: 02/26/19. APPROVED BUT NOT PAID BY FILING DEADLINE: YES. AMOUNT GIVEN: 60,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REGISTRATION FEES. AMOUNT: 203. DESCRIPTION: INSURANCE. AMOUNT: 314. TOTAL TO FORM 990-EZ, LINE 16: 517.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 2,242. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 60,210.
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 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P LOMBARDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04144862000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
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/AtSubmissionCreationDeviceId08496DE5FACB138F4D065165A924DE28D28EC48CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03EE5803B84BDF9C31F8FABF8BBA545A7C1F3602F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.53.179.210
ReturnHeader/FilingSecurityInformation/IPDt02019-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:05:57
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/ReturnTs02019-05-13T10:50:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings