THE CHARLES E KUBLY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLES E KUBLY FOUNDATION INC (EIN 20-0375310)
- Tax period
- 2014-03-01 to 2015-02-28
- Filed
- 2015-08-07
- IRS object ID
- 201532199349301028
- Schema version
- 2014v5.0
- 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 | 2015-08-07T12:13:40-05:00 | ReturnTs |
| Tax Period End | 2015-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391462764 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOMISAR BRADY & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 SOUTH 84TH ST STE 200 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200375310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E KUBLY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4149620918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 170284 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA BERGER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4149620918 | PhoneNum |
| Signature | 2015-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN L BENNETT | PreparerPersonNm |
| PTIN | P00281898 | PTIN |
| Phone | 4142713966 | PhoneNum |
| Preparation | 2015-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CHRISTINA BERGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 170284 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $309,562 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $244,996 | PYContributionsGrantsAmt |
| CY Contributions Grants | $274,765 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $807 | PYInvestmentIncomeAmt |
| CY Investment Income | $555 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,875 | PYOtherRevenueAmt |
| CY Other Revenue | -$10,536 | CYOtherRevenueAmt |
| PY Total Revenue | $224,928 | PYTotalRevenueAmt |
| CY Total Revenue | $264,784 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $116,673 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $127,005 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,904 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,627 | PYOtherExpensesAmt |
| CY Other Expenses | $25,208 | CYOtherExpensesAmt |
| PY Total Expenses | $181,136 | PYTotalExpensesAmt |
| CY Total Expenses | $192,117 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $43,792 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $72,667 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $365,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,118 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,262 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $363,903 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $445,856 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $127,005 | ExpenseAmt |
| Grant | $127,005 | GrantAmt |
| Desc | THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2014, 127,005 WAS DISTRIBUTED TO OVER A DOZEN DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, SUPPORT RESEARCH, AND REACH OUT TO PEOPLE WITH DEPRESSION. | Desc |
| Total Program Service Expenses | $127,005 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | CHRISTINA BERGER | PersonNm |
| Phone | 4149620918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 170284 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SALLY KUBLY | ||||||
| EXECUTIVE DI | 11.00 | Yes (X) | $15,687 | $0 | $0 | |
| CHRISTINA WILSON BERGER | ||||||
| EXECUTIVE DI | 22.00 | Yes (X) | $2,427 | $0 | $0 | Yes (X) |
| STEVE SPADAFORA | ||||||
| VICE PRESIDE | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROSS WILLIAMS | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MOLLY FRITZ | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN BOLGER | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LORI R KILIAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEG FETHERSTON KASCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EVELYN KELLY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA LUNDEEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEVIN WOLF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN BIRD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,114 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $153,166 | FundraisingAmt |
| All Other Contributions | $121,599 | AllOtherContributionsAmt |
| Total Contributions | $274,765 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $555 | TotalRevenueColumnAmt |
| Exclusion | $555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,242 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $153,166 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $44,778 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,536 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,784 | TotalRevenueColumnAmt |
| Exclusion | $555 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,005 | TotalAmt |
| Program Services | $127,005 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,114 | TotalAmt |
| Management And General | $18,114 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,364 | TotalAmt |
| Management And General | $17,364 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,426 | TotalAmt |
| Management And General | $4,426 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,310 | TotalAmt |
| Management And General | $1,310 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,515 | TotalAmt |
| Management And General | $3,515 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,397 | TotalAmt |
| Management And General | $13,397 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373 | TotalAmt |
| Management And General | $373 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248 | TotalAmt |
| Management And General | $1,248 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| PRINTING & POSTAGE | $4,316 | $4,316 |
| TAXES-OTHER | $812 | $812 |
| TAX INTEREST AND PENALTY | $222 | $222 |
| FOUNDATION EXP-OTHER | $15 | $15 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,117 | TotalAmt |
| Program Services | $127,005 | ProgramServicesAmt |
| Management And General | $65,112 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $358,477 | BOYAmt |
| EOY | $446,368 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,200 | BOYAmt |
| EOY | $750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,677 | BOYAmt |
| EOY | $447,118 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,774 | BOYAmt |
| EOY | $1,262 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,774 | BOYAmt |
| EOY | $1,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,903 | BOYAmt |
| EOY | $445,856 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,903 | BOYAmt |
| EOY | $445,856 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,677 | BOYAmt |
| EOY | $447,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $72,667 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $9,286 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,765 | CurrentTaxYearAmt |
| Total | $1,133,516 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,765 | CurrentTaxYearAmt |
| Total | $1,133,516 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,133,516 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $555 | CurrentTaxYearAmt |
| Total | $5,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,138,630 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $159,052 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99550 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,765 | CurrentTaxYearAmt |
| Total | $1,133,516 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,242 | CurrentTaxYearAmt |
| Total | $159,052 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $242,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $226,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $309,007 | CurrentTaxYearAmt |
| Total | $1,292,568 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,500 | CurrentTaxYearAmt |
| Total | $191,476 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,500 | CurrentTaxYearAmt |
| Total | $191,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,101,092 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $555 | CurrentTaxYearAmt |
| Total | $5,114 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $555 | CurrentTaxYearAmt |
| Total | $5,114 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $275,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $309,562 | CurrentTaxYearAmt |
| Total | $1,297,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81390 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | 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
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES WITHHELD | Desc |
| Amt | $1,262 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,262 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $309,562 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $44,778 | OtherRevenueAmt |
| Revenue Not Reported | $44,778 | RevenueNotReportedAmt |
| Revenue Subtotal | $264,784 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $264,784 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $227,609 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $44,778 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $44,778 | ExpensesNotReportedAmt |
| Expenses Subtotal | $182,831 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9,286 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,286 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $192,117 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EVENT EXPENSES 44,778 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EVENT EXPENSES 44,778 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | RETURN OF PRIOR YEAR GRANT 9,286 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT CONCERT | Event1Nm |
| Gross Receipts Event1 | $173,284 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $153,166 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,118 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,290 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,996 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,316 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,466 | OtherDirectExpensesEvent1Amt |
| Event2 | CAUSE FOR A CLA | Event2Nm |
| Gross Receipts Event2 | $13,824 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $13,824 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $710 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $187,108 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $153,166 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,942 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,290 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,996 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,316 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,176 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,778 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$10,836 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| EXPRESS YOURSELF MILWAUKEE INC | |||||||
| 3331 W LISBON AVE | MILWAUKEE | WI | 53208 | 331205774 | 501C3 | $15,000 | ART THERAPY PROGRAM |
| GRAND AVENUE CLUB | |||||||
| 210 E MICHIGAN ST | MILWAUKEE | WI | 53202 | 391708177 | 501C3 | $15,000 | YOUNG ADULT OUTREACH |
| MHA OF WI - MILWAUKEE | |||||||
| 600 W VIRGINIA ST STE 502 | MILWAUKEE | WI | 53204 | 390827843 | 501C3 | $14,500 | PROGRAM SUPPORT |
| MOUNT MARY UNIVERSITY | |||||||
| 2900 N MENOMONEE RIVER PKWY | MILWAUKEE | WI | 53222 | 390806154 | 501C3 | $8,300 | PROGRAM SUPPORT |
| NEW MENTAL HEALTH CONNECTION | |||||||
| PO BOX 374 | APPLETON | WI | 54912 | 452657700 | 501C3 | $7,500 | SUICIDE PREVENTION |
| PUBLIC POLICY FORUM | |||||||
| 633 W WISCONSIN AVE STE 406 | MILWAUKEE | WI | 53203 | 390210040 | 501C3 | $13,000 | PROGRAM SUPPORT |
| ROGERS MEMORIAL HOSPITAL | |||||||
| 34700 VALLEY RD | OCONOMOWOC | WI | 53066 | 391363507 | 501C3 | $9,800 | TRAINING |
| SISTERS4CURE | |||||||
| P O BOX 250336 | MILWAUKEE | WI | 53225 | 470971076 | 501C3 | $5,200 | PROGRAM SUPPORT |
| WHITEFISH BAY HIGH SCHOOL | |||||||
| 1200 E FAIRMOUNT AVE | MILWAUKEE | WI | 53217 | 396005204 | WHITEF | $6,600 | TRAINING |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S 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. |
| FORM 990, PAGE 6, PART VI, LINE 2 | SALLY KUBLY DIRECTOR FAMILY RELATIONSHIP MOLLY FRITZ PRESIDENT FAMILY RELATIONSHIP JOHN BOLGER SECRETARY FAMILY RELATIONSHIP STEVE SPADAFORA VICE PRES FAMILY RELATIONSHIP LINDA LUNDEEN DIRECTOR BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS AFTER IT IS FILED. |
| FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A | ADVICE HAS BEEN SOUGHT FROM THE ORGANIZATION'S ACCOUNTANT TO DETERMINE APPROPRIATE BONUSES AND SALARY ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR. |
| FORM 990, PAGE 6, PART VI, LINE 19 | PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | FUNDRAISING EVENT EXPENSES 44,778 FUNDRAISING EVENT EXPENSES -44,778 RETURN OF PRIOR YEAR GRANT 9,286 |