Civic Intelligence

Journey 21 Inc.

990 • Fiscal year 2024 • EIN 84-4727592

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 28, 2025

Organization Profilewww.journey21.org
1671 Old School House RoadOconomowoc, WI 53066

(262) 399-0021

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.05x

Higher debt load relative to revenue than 26% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$157,990

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$9,795,161

Up $789,259 (+8.8%) from 2023

Net Assets

Up

$9,683,985

Up $767,446 (+8.6%) from 2023

Liabilities

Up

$111,176

Up $21,813 (+24%) from 2023

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin82nd percentile

Revenue

Down

$2,331,928

Down $673,707 (-22%) from 2023

Expenses

Up

$1,564,288

Up $74,477 (+5.0%) from 2023

Net Income

Down

$767,640

Down $748,184 (-49%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0Assets 2020: $11,983Liabilities 2020: $0Net Assets 2020: $11,9832020Assets 2021: $3,609,600Liabilities 2021: $5,250Net Assets 2021: $3,604,3502021Assets 2022: $8,183,256Liabilities 2022: $782,651Net Assets 2022: $7,400,6052022Assets 2023: $9,005,902Liabilities 2023: $89,363Net Assets 2023: $8,916,5392023Assets 2024: $9,795,161Liabilities 2024: $111,176Net Assets 2024: $9,683,9852024

Highlighted filing

2024

Assets$9,795,161
Liabilities$111,176
Net Assets$9,683,985
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2020: $72,533Expenses 2020: $60,550Net Income 2020: $11,9832020Revenue 2021: $3,790,106Expenses 2021: $197,720Net Income 2021: $3,592,3862021Revenue 2022: $6,140,180Expenses 2022: $631,214Net Income 2022: $5,508,9662022Revenue 2023: $3,005,635Expenses 2023: $1,489,811Net Income 2023: $1,515,8242023Revenue 2024: $2,331,928Expenses 2024: $1,564,288Net Income 2024: $767,6402024

Highlighted filing

2024

Revenue$2,331,928
Expenses$1,564,288
Net Income$767,640
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 28, 2025
Return Version
2024v5.2
Gross Receipts
$2,485,093
Mission and Program Overview

Mission

To provide a safe, supportive and enriching living and learning option for adults with intellectual or developmental disabilities in Waukesha county and surrounding communities. Note that no programs were held in 2020, beginning work was being completed to establish the non profit.

To provide a safe, supportive and enriching living and learning options for adults with intellectual or developmental disabilities in Waukesha county and surrounding communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,456,737$7,392,230▼ $64,507
Investments in Publicly Traded Securities-$1,199,826-
Cash and Non-Interest-Bearing Accounts$1,388,550$1,049,234▼ $339,316
Pledges and Grants Receivable$138,822$85,864▼ $52,958
Accounts Receivable$14,387$44,829▲ $30,442
Prepaid Expenses and Deferred Charges$6,410$22,095▲ $15,685
Total Assets$9,005,902$9,795,161▲ $789,259
Other Assets Total$996$1,083▲ $87
Liabilities
Accounts Payable and Accrued Expenses$76,987$105,588▲ $28,601
Deferred Revenue$12,376$5,588▼ $6,788
Total Liabilities$89,363$111,176▲ $21,813
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,777,434$9,479,380▲ $701,946
Net Assets With Donor Restrictions$139,105$204,605▲ $65,500
Total Net Assets Fund Balance$8,916,539$9,683,985▲ $767,446
Total Liabilities and Net Assets / Fund Balance$9,005,902$9,795,161▲ $789,259

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,600,080$222,899$3,822,979
Land$1,581,828-$1,581,828
Other Land Buildings$1,440,679-$1,440,679
Equipment$384,326$111,927$496,253
Leasehold Improvements$385,317$50,664$435,981
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike Brauer FormerExecutive DirectorFT$152,647$5,343$157,990
Heidi HamiltonProgram Enrichment Center DirectorFT$128,206$15,910$144,116
Cathrine BulgrinDirector of OperationsFT$103,566$3,625$107,191
Pat BoelterDirector-$60,048-$60,048
Judith Taylor CurrentPresident/CEOFT$21,875-$21,875

Board Members and Trustees

NameTitle
Adam PuzachChair
Lucine SpheerisVice President, Secretary
Filippo CariniDirector
John SchlifskeDirector
Lynda WelshDirector
Michael BudischDirector
Sheila FrisingerFounder, Director
Susan MarriottFounder, Diretor
Jon HerremanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,322,416
Program Service Revenue
$980,092
Investment Income
$42,688
Other Revenue
$-13,268
All Other Contributions
$962,602
Change in Net Assets
$767,640

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table50$65,468Fair Market Value (FMV) provided by Donor
Total Noncash Contributions50$65,468-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,331,916
Revenue Not Reported on Financial Statements
$12
Revenue Not Reported on Form 990
$24,334
Total Revenue per Audited Statements
$2,356,250
Total Revenue per Form 990
$2,331,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$796,761
Other Expenses$742,702
Total Fundraising Expense$200,657
Professional Fundraising Fees$24,825
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$345,510$146,332-$491,842
Depreciation Depletion$192,865$36,476-$229,341
Current Officers, Directors, Trustees, and Key Employees-$38,239$141,626$179,865
Occupancy$73,124$14,369-$87,493
Fees for Services Other$53,904$12,320$1,995$68,219
Other Employee Benefits$45,748$13,773$4,268$63,789
Office Expenses$39,249$14,576-$53,825
Payroll Taxes$26,069$13,828$10,979$50,876
Advertising$1,299$43,726$2,263$47,288
Fees for Services Accounting-$44,450-$44,450
Insurance$6,415$35,352-$41,767
Fees for Services Legal$16,103$21,806-$37,909
Fees for Services Professional Fundraising--$24,825$24,825
Other Expenses$12,112$1,177$2,966$13,289
Pension Plan Contributions$6,578$3,811-$10,389
Travel$7,228$2,182$500$9,910
Information Technology$918$394-$1,312
Fees for Service Investment Mgmnt Fees-$12-$12
Total Functional Expenses$905,580$458,051$200,657$1,564,288

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,588,804
Total Expenses per Form 990$1,564,288
Expenses per Audited Statements$1,564,276
Expenses Not Reported on Form 990$24,528
Expenses Not Reported on Financial Statements$12
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$136,031
Fundraising Gross Income$118,221
Professional Fundraising Fees$24,825

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$235,550$88,187$13,439$74,748
Golf Classic$85,821$30,034$4,371$25,663
Total Events$321,371$118,221$136,031$-17,810
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Pat BoelterDirectorMarketing/Graphic Design/PrintingNo$60,048
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“The Executive Director, President and Treasurer review the 990 prior to filing.”

Form 990, Part VI, Section B, Line 15B

“Compensation for key employees is discussed and reviewed during board meetings and is included in the annual budget.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements will be made available to the public upon request.”

Form 990, Part VI, Section B, Line 12C

“Annually the Organization requires a conflict of interest disclosure form to be completed by board members. Any relationships or transactions in which a conflict exists, that board member abstains from voting in the proposed transaction. The governing board of disinterested directors by a majority vote will determine if the transaction is in the Organizations best interest.”

Form 990, Part VI, Section A, Line 4

“Amended and Restated By-Laws The by-laws were amended to change the size of the board and term of board members. The amended by-laws state that the board shall consist of no less than 3 members and no more than 15. The term shall be for three years and terms are renewable for an additional three years. The by-laws were also amended to add a nominating and governance committee under Article V.”

Filing and Contact Details

Filer

Filer Name
Journey 21 Inc
EIN
84-4727592
Phone
2623990021
Address
1671 Old School House Road, Oconomowoc, WI 53066

Signing Officer

Name
Judith Taylor
Title
PresidentCEO
Phone
2623990021
Signed
2025-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judith Taylor
Formed
2019
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
9
Employees
14
Volunteers
20

Preparer

Firm
O'Leary & Anick
Address
13400 Bishops Lane Ste 120, Brookfield, WI 53005
Preparer
Christine Daws
Phone
4147740300
Supplemental Narrative

Financial Statement Notes

XI 2D

“Special Event Expenses reported on Schedule G”

XII 2D

“Special Event Expenses reported on Schedule G”

V 4

“Journey 21 entered into an agreement with Waukesha County Community Foundation WCCF to form a fund to be known as Journey 21 Capital Campaign Project Fund. The assets of the fund are assets of WCCF and not a separate trust. The agreement grants variance power to WCCF. The purpose of the fund is to collect and grow the resources necessary to construct, maintain and sustain the ongoing operation and mission of Journey 21. Assets held with WCCF as of 12/31/2024 were 297,044.”

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IRS990/Desc0The mission of Journey21 is to provide safe, supportive, and enriching living and learning options for adults with intellectual or developmental disabilities IDD in Waukesha County and surrounding communities. We do this within a framework that includes five pillars 1 programs and outings small and large group programs and social outings that facilitate individual growth and socialization skill development 2 employment we provide career readiness training and opportunities for internships 3 advocacy/partnerships we offer support and information to parents as they navigate the post-age 21 realities with their young adult, and we offer partnerships with dozens of businesses and community organizations 4learning/education delivered through three learning academies-18-21 Transition, Summer, and Life Academies which are all age-dependent and 5 over the next 3 years, we will offer opportunities to purchase and/or lease condominiums and/or apartments in our residential community, The Journey at Pabst Farms.
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IRS990/Form990PartVIISectionAGrp/PersonNm3Pat Boelter
IRS990/Form990PartVIISectionAGrp/PersonNm4Judith Taylor Current
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Program Enrichment Center Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5Founder, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Founder, Diretor
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President, Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
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IRS990/PrincipalOfficerNm0Judith Taylor
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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,795,161
Liabilities
$111,176
Net assets
$9,683,985
Revenue
$2,331,928
Expenses
$1,564,288
Net income
$767,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.80$0.11$9.68$2.33$1.56$0.77
2023Detailed filing. Detailed filing data is available for this year.$9.01$0.09$8.92$3.01$1.49$1.52
2022Detailed filing. Detailed filing data is available for this year.$8.18$0.78$7.40$6.14$0.63$5.51
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.60$3.79$0.20$3.59
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.07$0.06$0.01