Civic Intelligence

Greater Lombardo Open Foundation Inc.

990EZ • Fiscal year 2020 • EIN 81-1350633

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

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

91st percentile

0.71x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

115%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

94th percentile

231%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Up

$81,323

Up $56,787 (+231%) from 2019

Net Assets

Down

$23,942

Down $411 (-1.7%) from 2019

Liabilities

Up

$57,381

Up $57,198 (+31256%) from 2019

Revenue

Down

-$357

Down $73,534 (-100%) from 2019

Expenses

Down

$54

Down $70,166 (-100%) from 2019

Net Income

Down

-$411

Down $3,368 (-114%) from 2019

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

2020

Assets$81,323
Liabilities$57,381
Net Assets$23,942

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

2020

Revenue-$357
Expenses$54
Net Income-$411
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$273
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$0$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--$630-
Total Events--$630$-630
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
2021-11-08
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 16 - Other Expenses

Description: registration fees. Amount: 54.

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

Description: prepaid 2021 outing expenses. Beg. Of year amount: 0. End of year amount: 7,317.

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

Description: accounts payable. Beg. Of year amount: 183. End of year amount: 106. Description: deferred outing revenue. Beg. Of year amount: 0. End of year amount: 57,275.

Raw XML Appendix158 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.

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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
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REGISTRATION FEES. AMOUNT: 54.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PREPAID 2021 OUTING EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 7,317.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 183. END OF YEAR AMOUNT: 106. DESCRIPTION: DEFERRED OUTING REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 57,275.
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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.
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ReturnHeader/Filer/EIN0811350633
ReturnHeader/Filer/PhoneNum04144862000
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ReturnHeader/PreparerPersonGrp/PhoneNum04143272320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN SCHUMACHER CPA
ReturnHeader/ReturnTs02021-11-10T09:20:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOMBARDO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings