SOCIETY OF ST VINCENT DE PAUL OF WAUKESHA COUNTY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY OF ST VINCENT DE PAUL OF WAUKESHA COUNTY INC (EIN 39-0909537)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-10
- IRS object ID
- 202312229349301006
- Schema version
- 2021v4.2
- 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 | 2023-08-10T09:05:10-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390909537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF ST VINCENT DE PAUL OF | BusinessNameLine1Txt |
| Business Name Line2 | WAUKESHA COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 2625441850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 W SUNSET DR | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531897032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE MCINTYRE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2625441850 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | MCINTYRE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY TARKOWSKI CPA | PreparerPersonNm |
| PTIN | P00634290 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2023-08-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE MCINTYRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 W SUNSET DR | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531897032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,354,039 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | STVINCENTWAUKESHACOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | LAY CATHOLIC VOLUNTEERS FROM ALL WALKS OF LIFE--NEIGHBORS HELPING NEIGHBORS IN WAUKESHA COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 268 | TotalEmployeeCnt |
| Total Volunteers | 742 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,508,076 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,915,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,058 | PYInvestmentIncomeAmt |
| CY Investment Income | $622,091 | CYInvestmentIncomeAmt |
| PY Other Revenue | $159,161 | PYOtherRevenueAmt |
| CY Other Revenue | $182,611 | CYOtherRevenueAmt |
| PY Total Revenue | $7,668,295 | PYTotalRevenueAmt |
| CY Total Revenue | $7,720,369 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $246,493 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $260,823 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,767,537 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,131,093 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $209,072 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,696,394 | PYOtherExpensesAmt |
| CY Other Expenses | $2,031,144 | CYOtherExpensesAmt |
| PY Total Expenses | $5,710,424 | PYTotalExpensesAmt |
| CY Total Expenses | $6,423,060 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,957,871 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,297,309 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,955,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,933,008 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,187,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,962,737 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,768,101 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,970,271 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SOCIETY OF ST. VINCENT DE PAUL IS A NETWORK OF FRIENDS, INSPIRED BY THE GOSPEL VALUES, GROWING IN HOLINESS AND BUILDING A MORE JUST WORLD THROUGH PERSONAL RELATIONSHIPS WITH AND SERVICE TO PEOPLE IN NEED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,017,176 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $157,352 | RevenueAmt |
| Desc | THRIFT STORES: THE SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY OPERATES THREE THRIFT STORES. PROFITS GENERATED FROM PURCHASES AT OUR THRIFT STORES ARE USED TO FUND OUR MINISTRY OUTREACH IN WAUKESHA COUNTY. THE THRIFT STORES ALSO PROVIDE NUMEROUS VOLUNTEER AND EMPLOYMENT OPPORTUNITIES AND A PLACE TO DONATE GENTLY USED ITEMS.THROUGH A ST. VINCENT DE PAUL CONFERENCE REFERRAL, THE STORES VOUCHER PROGRAM PROVIDES CLOTHING, HOUSEHOLD ITEMS AND FURNITURE ITEMS AT NO CHARGE TO PEOPLE IN NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $503,530 | ExpenseAmt |
| Grant | $260,823 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY OUTREACH PROGRAMS: THE SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY COORDINATES COUNTY-WIDE ORGANIZATION OF PARISH CONFERENCES. ST. VINCENT DE PAUL VINCENTIANS LOCATED AT CATHOLIC PARISHES IN WAUKESHA COUNTY RESPOND TO CALLS FOR HELP BY MAKING A HOME VISIT TO PROVIDE TANGIBLE ASSISTANCE ON A PERSON-TO-PERSON BASIS. THE ASSISTANCE CAN INCLUDE EMERGENCY RENT, UTILITIES, FOOD, CLOTHING, HOUSEHOLD GOODS, TRANSPORTATION, AND REFERRAL SERVICES. THE SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY PARTNERS WITH HOPE CENTER, INC. TO SERVE A NUTRITIOUS HOT MEAL EACH MONDAY EVENING TO THE HOMELESS, INDIGENT, AND NEEDY IN THE CITY OF WAUKESHA. THE SOCIETY PROVIDES A BAG LUNCH AND BEVERAGE TO SCHOOL AGE CHILDREN AND THEIR PARENTS MONDAY THROUGH FRIDAY DURING THE CITY OF WAUKESHA'S PARK PROGRM HOSTED BY THE PARKS, RECREATION & FORESTRY DEPT. THE PROGRAM RUNS 8 WEEKS DURING THE SUMMER MONTHS. THE SOCIETY PROVIDES A BACKPACK WITH GRADE APPROPRIATE SCHOOL SUPPLIES TO CHILDREN IN NEED EACH FALL BEFORE SCHOOL STARTS. THE SOCIETY OF ST VINCENT DE PAUL OF WAUKESHA COUNTY ST DISMAS JAIL MINISTRY ASSISTS THOSE RECENTLY RELEASED FROM INCARCERATION BY PROVIDING NECESSITIES UPON RELEASE INCLUDING HYGIENE PRODUCTS, UNDERGARMENTS, SOCKS, BUS PASSES, GAS CARDS AND SUBWAY CARDS. THE JAIL MINISTRY ALSO ASSISTS THE FORMERLY INCARCERATED WITH FINANCIAL NEEDS SUCH AS RENT, CAR REPAIRS, AND ADDICTION ASSESSMENTS. ST DISMAS AFTERCARE GROUPS, THE JOYFUL SOULS (WOMEN) AND HOPE UPON RELEASE (MEN) PROVIDE EXTENDED EMOTIONAL AND SPIRITUAL SUPPORT AS WELL AS A HEALTHY DINNER. DEVOTIONAL READINGS, CRAFTS AND OTHER ACTIVITIES PROVIDE PARTICIPANTS A POSITIVE ENVIRONMENT DECREASING THE CHANCE FOR RECIDIVISM. THE SOCIETY OF ST VINCENT DE PAUL OF WAUKESHA COUNTY SYSTEMIC CHANGE MINISTRY, GETTING AHEAD, OFFERS A 16-WEEK WORKSHOP FOR INDIVIDUALS WHO DESIRE TO MAKE LIFE CHANGES AND REACH FINANCIAL STABILITY. LED BY GETTING AHEAD FACILITATORS, PARTICIPANTS THROUGH SELF-EXAMINATION AND DISCUSSION ARE MET WITH A POSITIVE ATMOSPHERE AND AN OPPORTUNITY TO BUILD RELATIONSHIPS/SUPPORT SYSTEMS. A HEALTHY DINNER IS PROVIDED AT EACH WORKSHOP. $25.00 GIFT CARDS ARE OFFERED TO PARTICIPANTS AS INCENTIVE FOR ATTENDANCE OF THE WORKSHOPS AND TO HELP OFFSET GASOLINE/TRANSPORTATION AND/OR CHILDCARE COSTS. PARTICIPANTS GRADUATE FROM THE GETTING AHEAD PROGRAM WITH THE KNOWLEDGE, TOOLS, AND ATTITUDE TO SUCCEED AND ARE PAIRED WITH A MENTOR FOR UP TO TWO YEARS. AN EXTENDED GRADUATE PROGRAM IS OFFERED TO PARTICIPANTS UPON GRADUATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,520,706 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 147 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 268 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE MCINTYRE | PersonNm |
| Phone | 2625441850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 W SUNSET DR | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531897032 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CAROL MAURER | |||||||
| PRESIDENT (FROM 06/2022) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERRI BLAZEK | |||||||
| PRESIDENT (THRU 01/2022) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM CAREK | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG SCHOEPKE | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAROLYN KRUEGER | |||||||
| SECRETARY (FROM 12/2021) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM PIPINES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY FAHL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REGGE KRUEGER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE MCINTYRE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $82,502 | $0 | $6,395 | ||
| RODNEY COLBURN | |||||||
| DIRECTOR OF BUSINESS OPERATIONS | 40.00 | $119,272 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $201,774 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,395 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $27,572 | FundraisingAmt |
| All Other Contributions | $6,888,095 | AllOtherContributionsAmt |
| Noncash Contributions | $6,595,599 | NoncashContributionsAmt |
| Total Contributions | $6,915,667 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,333 | TotalRevenueColumnAmt |
| Exclusion | $1,333 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,783 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,225 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,558 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,558 | TotalRevenueColumnAmt |
| Exclusion | $26,558 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,125,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $504,242 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $620,758 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620,758 | TotalRevenueColumnAmt |
| Exclusion | $620,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,356 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $27,572 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,655 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,299 | TotalRevenueColumnAmt |
| Exclusion | -$1,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,239,900 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,082,548 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,352 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,352 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,720,369 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,352 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $647,350 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,213 | TotalAmt |
| Program Services | $217,213 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,610 | TotalAmt |
| Program Services | $43,610 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,928 | TotalAmt |
| Program Services | $23,732 | ProgramServicesAmt |
| Management And General | $47,464 | ManagementAndGeneralAmt |
| Fundraising | $23,732 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,385,572 | TotalAmt |
| Program Services | $3,160,312 | ProgramServicesAmt |
| Management And General | $191,908 | ManagementAndGeneralAmt |
| Fundraising | $33,352 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,980 | TotalAmt |
| Program Services | $48,512 | ProgramServicesAmt |
| Management And General | $3,608 | ManagementAndGeneralAmt |
| Fundraising | $860 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,131 | TotalAmt |
| Program Services | $298,624 | ProgramServicesAmt |
| Management And General | $22,210 | ManagementAndGeneralAmt |
| Fundraising | $5,297 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,482 | TotalAmt |
| Program Services | $248,585 | ProgramServicesAmt |
| Management And General | $18,488 | ManagementAndGeneralAmt |
| Fundraising | $4,409 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,376 | TotalAmt |
| Management And General | $51,376 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,653 | TotalAmt |
| Management And General | $13,653 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,170 | TotalAmt |
| Program Services | $34,411 | ProgramServicesAmt |
| Management And General | $35,759 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,696 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $4,348 | ManagementAndGeneralAmt |
| Fundraising | $106,848 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,628 | TotalAmt |
| Program Services | $396,923 | ProgramServicesAmt |
| Management And General | $163,187 | ManagementAndGeneralAmt |
| Fundraising | $518 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,518 | TotalAmt |
| Program Services | $31,684 | ProgramServicesAmt |
| Management And General | $13,834 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,198 | TotalAmt |
| Program Services | $588,025 | ProgramServicesAmt |
| Management And General | $61,900 | ManagementAndGeneralAmt |
| Fundraising | $20,273 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,538 | TotalAmt |
| Program Services | $18,221 | ProgramServicesAmt |
| Management And General | $317 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,678 | TotalAmt |
| Management And General | $4,678 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,187 | TotalAmt |
| Program Services | $2,772 | ProgramServicesAmt |
| Management And General | $319 | ManagementAndGeneralAmt |
| Fundraising | $96 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,457 | TotalAmt |
| Program Services | $266,871 | ProgramServicesAmt |
| Management And General | $36,383 | ManagementAndGeneralAmt |
| Fundraising | $9,203 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,838 | TotalAmt |
| Program Services | $130,037 | ProgramServicesAmt |
| Management And General | $9,317 | ManagementAndGeneralAmt |
| Fundraising | $4,484 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Total | $14,321 | TotalAmt |
| Program Services | $165 | ProgramServicesAmt |
| Management And General | $14,156 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,886 | TotalAmt |
| Program Services | $8,509 | ProgramServicesAmt |
| Management And General | $377 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,423,060 | TotalAmt |
| Program Services | $5,520,706 | ProgramServicesAmt |
| Management And General | $693,282 | ManagementAndGeneralAmt |
| Fundraising | $209,072 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,023,965 | BOYAmt |
| EOY | $2,046,589 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,338 | BOYAmt |
| EOY | $814,364 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,586 | BOYAmt |
| EOY | $28,392 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,678 | BOYAmt |
| EOY | $4,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,394,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,829,382 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,959,366 | BOYAmt |
| EOY | $7,565,583 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,954 | BOYAmt |
| EOY | $473,890 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,955,887 | BOYAmt |
| EOY | $10,933,008 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,472 | BOYAmt |
| EOY | $295,021 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,798,244 | BOYAmt |
| EOY | $5,667,716 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,070 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,187,786 | BOYAmt |
| EOY | $5,962,737 | 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 | $3,705,489 | BOYAmt |
| EOY | $4,905,399 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,612 | BOYAmt |
| EOY | $64,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,768,101 | BOYAmt |
| EOY | $4,970,271 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,955,887 | BOYAmt |
| EOY | $10,933,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,297,309 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$95,139 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,151,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,571,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,198,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,508,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,915,667 | CurrentTaxYearAmt |
| Total | $27,346,018 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,151,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,571,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,198,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,508,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,915,667 | CurrentTaxYearAmt |
| Total | $27,346,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $27,346,018 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,116 | CurrentTaxYearAmt |
| Total | $235,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,581,469 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $26,185,834 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,954 | BeginningYearBalanceAmt |
| Contributions | $30,075 | ContributionsAmt |
| Investment Earnings Or Losses | -$88,119 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,020 | AdministrativeExpensesAmt |
| End Year Balance | $473,890 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $418,549 | BeginningYearBalanceAmt |
| Contributions | $53,187 | ContributionsAmt |
| Investment Earnings Or Losses | $73,027 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,809 | AdministrativeExpensesAmt |
| End Year Balance | $538,954 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $382,814 | BeginningYearBalanceAmt |
| Contributions | $17,467 | ContributionsAmt |
| Investment Earnings Or Losses | $23,235 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,967 | AdministrativeExpensesAmt |
| End Year Balance | $418,549 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $362,593 | BeginningYearBalanceAmt |
| Contributions | $11,500 | ContributionsAmt |
| Investment Earnings Or Losses | $13,377 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,656 | AdministrativeExpensesAmt |
| End Year Balance | $382,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,169 | BeginningYearBalanceAmt |
| Contributions | $14,147 | ContributionsAmt |
| Investment Earnings Or Losses | $19,760 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,483 | AdministrativeExpensesAmt |
| End Year Balance | $362,593 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98211 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01327 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00462 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,426,865 | OtherCostOrOtherBasisAmt |
| Book Value | $2,426,865 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,645,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,903,482 | DepreciationAmt |
| Book Value | $4,742,248 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,322,370 | OtherCostOrOtherBasisAmt |
| Depreciation | $925,900 | DepreciationAmt |
| Book Value | $396,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,565,583 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $14,744,302 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$95,139 | OtherRevenueAmt |
| Revenue Not Reported | -$95,139 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,839,441 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$7,119,072 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$7,119,072 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,720,369 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,542,132 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,119,072 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,119,072 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,423,060 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,423,060 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SOCIETY OF ST. VINCENT DE PAUL OF WAUKESHA COUNTY, INC. ESTABLISHED A GENERAL ENDOWMENT AT THE WAUKESHA COUNTY COMMUNITY FOUNDATION TO SUPPORT THE MISSION OF THE ORGANIZATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY WAUKESHA COUNTY COMMUNITY FOUNDATION -95,139. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -7,082,548. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -1,299. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -35,225. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 7,082,548. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 1,299. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 35,225. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $37,928 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $27,572 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,356 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,356 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,299 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,928 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $27,572 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,356 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,356 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,299 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,655 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,299 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ST DISMAS JAIL MINISTRY | ||||||||
| 818 W SUNSET DR | WAUKESHA | WI | 531897032 | 262873124 | 501(C)(3) | $108,722 | $0 | GENERAL SUPPORT |
| ST JOSEPH PARISH WAUKESHA | ||||||||
| 818 N EAST AVE | WAUKESHA | WI | 531864808 | 271741731 | 501(C)(3) | $30,132 | $0 | GENERAL SUPPORT |
| HOPE CENTER | ||||||||
| 502 N EAST AVE | WAUKESHA | WI | 531865035 | 391585261 | 501(C)(3) | $7,618 | $0 | MEAL ASSISTANCE |
| ST VINCENT DE PAUL MILWAUKEE COUNCIL | ||||||||
| 9601 W SILVER SPRING DR | MILWAUKEE | WI | 53225 | 390806406 | 501(C)(3) | $58,292 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| MEAL ASSISTANCE | 4412 | $7,881 | |||
| GIFT CARDS | 1305 | $26,665 | |||
| SCHOOL SUPPLIES | 481 | $9,064 | PURCHASE PRICE | SCHOOL SUPPLIES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE MEMBERS OF THE GOVERNING BODY VOTE ON WHO RECEIVES ASSISTANCE. A LETTER IS SENT TO THE RECIPIENT WITH THE CHECK AND A LETTER SPECIFYING THE PURPOSE OF THE FUNDS. A THANK YOU LETTER IS TYPICALLY RECEIVED FROM THE RECIPIENT, VERIFYING THAT THEY HAVE RECEIVED THE FUNDS AND, IF APPLICABLE, THAT FUNDS WERE FORWARDED ON TO THE RECIPIENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,595,599 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KAROLYN AND REGGE KRUEGER HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE DISTRICT COUNCIL MEMBERSHIP IS COMPRISED OF VOTING MEMBERS WHICH INCLUDE 26 DULY ELECTED CONFERENCE PRESIDENTS EACH REPRESENTING A UNIT (CONFERENCE) OF THE WAUKESHA DISTRICT COUNCIL. |
| FORM 990, PART VI, SECTION A, LINE 7A | A SIMPLE MAJORITY OF MEMBERS SHALL CONSTITUTE A QUORUM. A VOTE BY A MAJORITY OF MEMBERS PRESENT AT A MEETING WHERE A QUORUM IS PRESENT SHALL BE SUFFICIENT TO PASS ANY RESOLUTIONS OR ELECTION OF A NEW COUNCIL PRESIDENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | TWO-THIRDS (2/3) VOTE OF ALL MEMBERS OF THE COUNCIL SHALL BE REQUIRED OVER THE GOVERNING BODY WHEN AMENDING THE BY-LAWS. A VOTE BY MAJORITY IS REQUIRED THROUGH A RESOLUTION PROCESS FOR ANY MAJOR CHANGE IN DISTRICT COUNCIL STATUS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED BY THE WAUKESHA DISTRICT COUNCIL OFFICERS, THE PRESIDENT, AND THE TREASURER BEFORE THE RETURN IS FILED WITH THE IRS. ALL OTHER VOTING AND NON-VOTING MEMBERS OF THE DISTRICT COUNCIL MAY REQUEST TO REVIEW THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE MEMBERS OF THE GOVERNING BODY SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS. AFTER DISCLOSURE OF THE CONFLICT OF INTEREST AND ALL MATERIAL FACTS ARE REVIEWED, THE INTERESTED PERSON SHALL LEAVE THE MEETING OF THE GOVERNING BODY OR COMMITTEE WHILE THE CONFLICT OF INTEREST IS DISCUSSED AND A DECISION IS MADE BY THE REMAINING MEMBERS OF THE GOVERNING BODY OR COMMITTEE. THE DIRECTORS CONDUCT PERIODIC REVIEWS TO ENSURE THE SOCIETY DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| FORM 990, PART VI, SECTION B, LINE 15A | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AFTER REVIEWING PERFORMANCE AND REVIEWING SIMILAR WAGES IN THE COMMUNITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY WAUKESHA COUNTY COMMUNITY -95,139. |