THE CHARLES E KUBLY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLES E KUBLY FOUNDATION INC (EIN 20-0375310)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2024-01-16
- IRS object ID
- 202440169349302549
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T10:42:12-06:00 | ReturnTs |
| Tax Period End | 2023-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200375310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES E KUBLY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4144779959 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 W MEQUON ROAD 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINA RICK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4144779959 | PhoneNum |
| Signature | 2024-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTINA | PersonFirstNm |
| Person Last | RICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY L SOMMER | PreparerPersonNm |
| PTIN | P00273273 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2024-01-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA LUNDEEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 W MEQUON ROAD 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $530,824 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLESEKUBLYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $553,005 | PYContributionsGrantsAmt |
| CY Contributions Grants | $488,443 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,603 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,846 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,167 | PYOtherRevenueAmt |
| CY Other Revenue | -$41,290 | CYOtherRevenueAmt |
| PY Total Revenue | $583,441 | PYTotalRevenueAmt |
| CY Total Revenue | $464,999 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $248,807 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $342,052 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,001 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $70,914 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,390 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $82,004 | PYOtherExpensesAmt |
| CY Other Expenses | $57,406 | CYOtherExpensesAmt |
| PY Total Expenses | $393,812 | PYTotalExpensesAmt |
| CY Total Expenses | $470,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $189,629 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,373 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,647,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,554,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,335 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,597,985 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,501,986 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHARLES E KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $377,618 | ExpenseAmt |
| Grant | $342,052 | GrantAmt |
| Desc | THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2022, $342,052 WAS DISTRIBUTED TO 31 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION. | Desc |
| Total Program Service Expenses | $377,618 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTINA RICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4144779959 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 W MEQUON ROAD 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LINDA LUNDEEN | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORI KILIAN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA KOPPA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LILY KUBLY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROSA KIM MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN BIRD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EVELYN KELLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEG FETHERSTON KASCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK HANSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THAYRE FAUST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK ANICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTINA RICK | ||||||
| EXECUTIVE DIRECTOR | 30.00 | Yes (X) | $66,300 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,300 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $253,161 | FundraisingAmt |
| All Other Contributions | $235,282 | AllOtherContributionsAmt |
| Noncash Contributions | $28,074 | NoncashContributionsAmt |
| Total Contributions | $488,443 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,846 | TotalRevenueColumnAmt |
| Exclusion | $17,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,535 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $253,161 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,825 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,290 | TotalRevenueColumnAmt |
| Exclusion | -$41,290 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$23,444 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,052 | TotalAmt |
| Program Services | $342,052 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,524 | TotalAmt |
| Program Services | $14,631 | ProgramServicesAmt |
| Management And General | $37,262 | ManagementAndGeneralAmt |
| Fundraising | $14,631 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,390 | TotalAmt |
| Program Services | $966 | ProgramServicesAmt |
| Management And General | $2,458 | ManagementAndGeneralAmt |
| Fundraising | $966 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,025 | TotalAmt |
| Management And General | $11,025 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,970 | TotalAmt |
| Management And General | $8,970 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,682 | TotalAmt |
| Fundraising | $4,682 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,413 | TotalAmt |
| Program Services | $7,413 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,148 | TotalAmt |
| Program Services | $6,148 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549 | TotalAmt |
| Program Services | $1,549 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,600 | TotalAmt |
| Program Services | $2,111 | ProgramServicesAmt |
| Management And General | $5,378 | ManagementAndGeneralAmt |
| Fundraising | $2,111 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4 | TotalAmt |
| Program Services | $4 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276 | TotalAmt |
| Program Services | $276 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369 | TotalAmt |
| Management And General | $1,369 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BANK AND CREDIT CARD FE | $2,825 | $2,825 | |
| MEMBERSHIP DUES | $1,368 | $1,368 | |
| SUBSCRIPTIONS | $1,100 | $1,100 | |
| OTHER EXPENSE | $1,077 | $1,077 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,372 | TotalAmt |
| Program Services | $377,618 | ProgramServicesAmt |
| Management And General | $70,364 | ManagementAndGeneralAmt |
| Fundraising | $22,390 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,745 | BOYAmt |
| EOY | $13,294 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,589 | BOYAmt |
| EOY | $611,503 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,712 | BOYAmt |
| EOY | $4,450 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $922,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,046 | BOYAmt |
| EOY | $1,554,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,775 | BOYAmt |
| EOY | $2,035 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,600 | BOYAmt |
| EOY | $50,300 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,686 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,061 | BOYAmt |
| EOY | $52,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,985 | BOYAmt |
| EOY | $1,501,986 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,985 | BOYAmt |
| EOY | $1,501,986 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,046 | BOYAmt |
| EOY | $1,554,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,373 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$90,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,038,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $535,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $488,443 | CurrentTaxYearAmt |
| Total | $3,099,149 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,706 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,535 | CurrentTaxYearAmt |
| Total | $218,484 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,141,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $380,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $589,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $512,978 | CurrentTaxYearAmt |
| Total | $3,317,633 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,060 | CurrentTaxYearAmt |
| Total | $435,601 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,060 | CurrentTaxYearAmt |
| Total | $435,601 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,882,032 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,846 | CurrentTaxYearAmt |
| Total | $50,778 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,369 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,846 | CurrentTaxYearAmt |
| Total | $50,778 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,142,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $694,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $381,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $618,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $530,824 | CurrentTaxYearAmt |
| Total | $3,368,411 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87200 | PublicSupportPY509Pct |
| Investment Income CY | 0.01510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00970 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,004,584 | BeginningYearBalanceAmt |
| Contributions | $600 | ContributionsAmt |
| Investment Earnings Or Losses | -$82,610 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $922,574 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $983,528 | BeginningYearBalanceAmt |
| Contributions | $24,525 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,469 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,004,584 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $939,197 | BeginningYearBalanceAmt |
| Contributions | $43,450 | ContributionsAmt |
| Investment Earnings Or Losses | $881 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $983,528 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $730,358 | BeginningYearBalanceAmt |
| Contributions | $208,010 | ContributionsAmt |
| Investment Earnings Or Losses | $829 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $939,197 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $730,358 | ContributionsAmt |
| End Year Balance | $730,358 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $365,403 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$90,626 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$90,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $456,029 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,970 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $8,970 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $464,999 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $461,402 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $461,402 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,970 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $8,970 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $470,372 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION WILL ADOPT INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO FURTHER THE PROGRAMS SUPPORTED BY THE ENDOWMENT. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF FEBRUARY 28, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BEYOND THE BLUES | Event1Nm |
| Gross Receipts Event1 | $240,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $226,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,800 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,990 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $2,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,126 | OtherDirectExpensesEvent1Amt |
| Event2 | CHARLIE'S NIGHT | Event2Nm |
| Gross Receipts Event2 | $7,729 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,323 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,406 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,603 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,217 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $20,888 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $8,329 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $12,006 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $277,696 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $253,161 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,535 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,990 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $2,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,735 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,825 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$41,290 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF GREATER MILWAUKEE | ||||||||||||
| 1558 NORTH 6TH STREET PO BOX 124 | MILWAUKEE | WI | 53212 | 390806292 | 501(C)(3) | $9,250 | $0 | PROGRAM SUPPORT | ||||
| CHRYSALIS | ||||||||||||
| 1342 DEWEY CT | MADISON | WI | 53703 | 391343633 | 501(C)(3) | $6,500 | $0 | PROGRAM SUPPORT | ||||
| FORGE INC | ||||||||||||
| PO BOX 1272 | MILWAUKEE | WI | 53201 | 201795062 | 501(C)(3) | $11,640 | $0 | PROGRAM SUPPORT | ||||
| GIVING VOICE TO MENTAL ILLNESS INC | ||||||||||||
| W345S10397 WAMBOLD RD | MUKWONAGO | WI | 53149 | 821792906 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | ||||
| HOUSECALL WI | ||||||||||||
| 225 W CAPITOL DR SUITE 130 | MILWAUKEE | WI | 53212 | 862200744 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT | ||||
| INTERNATIONAL ASSOCIATION FOR HUMAN VALUES (IAHV) | ||||||||||||
| 2401 15TH STREET NW | WASHINGTON | DC | 20009 | 522178069 | 501(C)(3) | $50,000 | $0 | PROGRAM SUPPORT | ||||
| KIDS MATTER INC | ||||||||||||
| 1850 N MARTIN LUTHER KING DR 202 | MILWAUKEE | WI | 53212 | 391988488 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT | ||||
| LUTHERAN COUNSELING & FAMILY SERV OF WI | ||||||||||||
| 3800 N MAYFAIR RD | WAUWATOSA | WI | 53222 | 390806171 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT | ||||
| MEDICAL COLLEGE OF WI | ||||||||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | 390806261 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | ||||
| MENTAL HEALTH AMERICA OF WISCONSIN INC | ||||||||||||
| 3910 W LISBON AVE | MILWAUKEE | WI | 53208 | 390827843 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | ||||
| MILWAUKEE INSTITUTE OF ART & DESIGN | ||||||||||||
| 273 EAST ERIE STREET | MILWAUKEE | WI | 53202 | 391201561 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | ||||
| MILWAUKEE AREA TECHNICAL COLLEGE | ||||||||||||
| 700 WEST STATE STREET NO S214 | MILWAUKEE | WI | 53233 | 391341603 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT | ||||
| MOMENTIVE INC | ||||||||||||
| 1 CURIOSITY WAY | SAN MATEO | CA | 94403 | 371581003 | $6,300 | $0 | PROGRAM SUPPORT | |||||
| NAMI RACINE COUNTY | ||||||||||||
| 2300 DEKOVEN AVE | RACINE | WI | 53403 | 391341452 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | ||||
| NORTHLAKES COMMUNITY CLINIC | ||||||||||||
| 7665 US HWY 2 | IRON RIVER | WI | 54847 | 352297925 | 501(C)(3) | $8,000 | $0 | PROGRAM SUPPORT | ||||
| RADIO MILWAUKEE INC | ||||||||||||
| 220 E PITTSBURGH AVE | MILWAUKEE | WI | 53204 | 201257939 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | ||||
| REDGEN INC | ||||||||||||
| 4230 N OAKLAND AVE STE 152 | SHOREWOOD | WI | 53211 | 471932530 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT | ||||
| SANCTUARY MENTAL HEALTH MINISTRIES | ||||||||||||
| 873735624 | $15,000 | $0 | PROGRAM SUPPORT | PO BOX 20147 FAIRVIEW | VANCOUVER | BC | CA | |||||
| SPARK MEDIA INC | ||||||||||||
| 1601 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | 522003392 | $10,000 | $0 | PROGRAM SUPPORT | |||||
| STAYING ON TRACK INC | ||||||||||||
| 2962 N 51ST ST | MILWAUKEE | WI | 53210 | 814523290 | 501(C)(3) | $18,000 | $0 | PROGRAM SUPPORT | ||||
| THE FRIENDSHIP CIRCLE | ||||||||||||
| 8649 N PORT WASHINGTON RD | FOX POINT | WI | 53217 | 391819245 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | ||||
| UWM FOUNDATION | ||||||||||||
| 1440 EAST NORTH AVENUE | MILWAUKEE | WI | 53202 | 237337744 | 501(C)(3) | $23,144 | $0 | PROGRAM SUPPORT | ||||
| WISCONSIN LITERACY INC | ||||||||||||
| 211 S PATERSON ST 170 | MADISON | WI | 53703 | 391628898 | 501(C)(3) | $13,088 | $0 | PROGRAM SUPPORT | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A GRANT REPORT IS REQUIRED WITHIN 30 DAYS OF THE COMPLETION OF A FUNDED INITIATIVE. IF MONIES ARE BEING DISBURSED IN INSTALLMENTS DUE TO THE NATURE OF THE INITIATIVE, THEN INTERIM REPORTS ARE REQUIRED AND REVIEWED BY THE BOARD BEFORE THE NEXT INSTALLMENT IS PAID. THE FOUNDATION GENERALLY WILL NOT FUND A NEW REQUEST FROM AN ORGANIZATION UNLESS ALL REQUIRED PAST REPORTS HAVE BEEN RECEIVED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,074 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR CIRCULATES THE RETURN AMONG THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IF A BOARD MEMBER IS INVOLVED WITH AN ORGANIZATION SUBMITTING A GRANT, THAT BOARD MEMBER CANNOT PARTICIPATE IN THE REVIEW OR VOTING FOR THE PROJECT. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANY INCREASE TO THE SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED IN DETAIL AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. CONSIDERATION WOULD INCLUDE COMPARISONS TO SIMILAR LOCAL ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |