ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC: Form 990, tax year 2009
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- Organization
- ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC (EIN 39-2005163)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201120469349300427
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-02-15T10:06:02-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reilly Penner & Benton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 NORTH MAYFAIR RD SUITE 302 | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 532263255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392005163 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | archdiocese of milwaukee | BusinessNameLine1 |
| Business Name Line2 | catholic community foundation inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARCH | NameControl |
| Phone | 4144316402 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 637 erie street | AddressLine1 |
| City | milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary Ellen Markowski | Name |
| Title | President | Title |
| Phone | 4144316402 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joel Joyce | Name |
| Phone | 4142717800 | Phone |
| Date Prepared | 2011-02-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mary Ellen Markowski | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 637 east erie street | AddressLine1 |
| City | milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11173778 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.legaciesoffaith.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | To receive gifts, establish donor funds, provide proper management of resources, and to provide for the current and future needs of the Catholic Community of the ten counties of the Archdiocese of Milwaukee through its grant program. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 333507 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 316433 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 62321 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 84758 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -444136 | InvestmentIncomePriorYear |
| Investment Income Current Year | 912463 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41293 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26562 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -7015 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1340216 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 380640 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 385445 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 274126 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 268899 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 126302 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 183740 | OtherExpensePriorYear |
| Other Expenses Current Year | 210138 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 838506 | TotalExpensesPriorYear |
| Total Expenses Current Year | 864482 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -845521 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 475734 | RevenuesLessExpensesCY |
| Total Assets BOY | 27093553 | TotalAssetsBOY |
| Total Assets EOY | 31004639 | TotalAssetsEOY |
| Total Liabilities BOY | 14920848 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17436936 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12172705 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13567703 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Foundation exists to support the mission of the Roman Catholic Church, especially in the ten archdiocesan counties of southeastern Wisconsin. It fulfills those objectives by attracting charitable funds, using those resources wisely and efficiently in addressing key concerns of the community, and carrying out the intentions of its donors to affect positive change and growth in programs and projects that further the mission of the Catholic Church. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 453950 | Expense |
| Grants | 385445 | Grants |
| Revenue | 84758 | Revenue |
| Description | The Foundation distributed $385,445 to 68 organizations/programs in fiscal year 2009/2010 focusing on four grant priorities: 1) Providing Education - The Foundation supports Catholic schools and religious education programs that provide formation in kindergarten through twelfth grade. 2) Leadership Development - Parishes, schools and agencies must have leaders who are able to engage people in creating a shared vision for the future while developing sound strategies and infrastructures to acheive the vision. 3) Community Building - The Foundation supports initiatives that strengthen families, parishes, and those suffering from poverty, discrimination, and violence. 4) Health Care - Through a fund established by the St. Anthony Foundation, the Foundation supports those organizations that are engaged in providing health care services in the City of Milwaukee, with particular attention being given to the central portions of the city that were formerly served by St. Anthony hospital. The Board of Directors gives final approval to all grant distributions. | Description |
| Total Program Service Expense | 453950 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Blickle | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4144316402 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 637 East Erie Street | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| Mary Ellen Markowski | |||||||
| President | 40.00 | X | X | X | 110580 | 0 | 7741 |
| Peter W Bruce | |||||||
| Director, Chairman of th | X | X | 0 | 0 | 0 | ||
| patrick mehigan | |||||||
| director, vice chairman, | X | X | 0 | 0 | 0 | ||
| richard wells | |||||||
| director, vice president | X | X | 0 | 0 | 0 | ||
| john herbers | |||||||
| director, secretary | X | X | 0 | 0 | 0 | ||
| debra alder | |||||||
| director | X | 0 | 0 | 0 | |||
| f jon baranko | |||||||
| director | X | 0 | 0 | 0 | |||
| leslie a blum | |||||||
| director | X | 0 | 0 | 0 | |||
| barbara anne cusack | |||||||
| director | X | 0 | 0 | 0 | |||
| tim dodge | |||||||
| director | X | 0 | 0 | 0 | |||
| thomas j fischer | |||||||
| director | X | 0 | 0 | 0 | |||
| richard s gallagher | |||||||
| director | X | 0 | 0 | 0 | |||
| judy keyes | |||||||
| director | X | 0 | 0 | 0 | |||
| rev kenneth p knippel | |||||||
| director | X | 0 | 0 | 0 | |||
| john marek | |||||||
| director | X | 0 | 0 | 0 | |||
| david morris | |||||||
| director | X | 0 | 0 | 0 | |||
| bishop richard sklba | |||||||
| director | X | 0 | 0 | 0 | |||
| patricia l van kampen | |||||||
| director | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 110580 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7741 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 16138 | FundraisingEvents |
| All Other Contributions | 300295 | AllOtherContributions |
| Total Contributions | 316433 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Agency Fund Administra | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 84758 | TotalRevenueColumn |
| Related Or Exempt Function Income | 84758 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 84758 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 364724 | TotalRevenueColumn |
| Exclusion | $364,724 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10365163 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9817424 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 547739 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 547739 | TotalRevenueColumn |
| Exclusion | $547,739 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 42700 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 16138 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 16138 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26562 | TotalRevenueColumn |
| Exclusion | $26,562 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1340216 | TotalRevenueColumn |
| Related Or Exempt Function Income | 84758 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $939,025 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385445 | Total |
| Program Services | 385445 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110580 | Total |
| Management And General | 27645 | ManagementAndGeneral |
| Fundraising | 82935 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98182 | Total |
| Program Services | 49091 | ProgramServices |
| Management And General | 49091 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14613 | Total |
| Program Services | 3437 | ProgramServices |
| Management And General | 5371 | ManagementAndGeneral |
| Fundraising | 5805 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30472 | Total |
| Program Services | 12377 | ProgramServices |
| Management And General | 13467 | ManagementAndGeneral |
| Fundraising | 4628 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15052 | Total |
| Program Services | 3600 | ProgramServices |
| Management And General | 5563 | ManagementAndGeneral |
| Fundraising | 5889 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15056 | Total |
| Management And General | 15056 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13172 | Total |
| Management And General | 13172 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88542 | Total |
| Management And General | 88542 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7500 | Total |
| Fundraising | 7500 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12180 | Total |
| Management And General | 10120 | ManagementAndGeneral |
| Fundraising | 2060 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11354 | Total |
| Management And General | 11354 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32516 | Total |
| Management And General | 32516 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324 | Total |
| Management And General | 324 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1097 | Total |
| Management And General | 1097 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367 | Total |
| Management And General | 367 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7749 | Total |
| Management And General | 7749 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2796 | Total |
| Management And General | 2796 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Fund raising events | Description |
| Total | 17485 | Total |
| Fundraising | 17485 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864482 | Total |
| Program Services | 453950 | ProgramServices |
| Management And General | 284230 | ManagementAndGeneral |
| Fundraising | 126302 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47062 | BOY |
| EOY | 90644 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37917 | BOY |
| EOY | 35904 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2542 | BOY |
| EOY | 2183 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 66474 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 39499 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34724 | BOY |
| EOY | 26975 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25341591 | BOY |
| EOY | 29793164 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1629717 | BOY |
| EOY | 1055769 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27093553 | BOY |
| EOY | 31004639 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98212 | BOY |
| EOY | 138695 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14822636 | BOY |
| EOY | 17298241 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14920848 | BOY |
| EOY | 17436936 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5912830 | BOY |
| EOY | 6784227 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6259875 | BOY |
| EOY | 6783476 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12172705 | BOY |
| EOY | 13567703 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27093553 | BOY |
| EOY | 31004639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 683436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 266442 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 127368 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 374800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 342995 | CurrentTaxYear |
| Total | 1795041 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 683436 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 266442 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 127368 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 374800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 342995 | CurrentTaxYear |
| Total | 1795041 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1795041 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 328583 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 439330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 455091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 424860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 364724 | CurrentTaxYear |
| Total | 2012588 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54465 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59995 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 65034 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62321 | CurrentTaxYearMinus1Year |
| Current Tax Year | 84758 | CurrentTaxYear |
| Total | 326573 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4134202 | TotalSupport |
| Public Support Pertcentage170 | 0.43420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.32970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 5 | NumberDAFsHeld |
| Number Funds Held | 21 | NumberFundsHeld |
| Donor Advised Contributions | 157850 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 185146 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 38750 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 346695 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 1098488 | AggregateDAFValue |
| Aggregate Fund Value | 12469213 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12126825 | BeginningOfYearBalance |
| Contributions | 327443 | Contributions |
| Investment Earnings Or Losses | 1831716 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 385445 | GrantsOrScholarships |
| Other Expenditures | 276982 | OtherExpenditures |
| Administrative Expenses | 135294 | AdministrativeExpenses |
| End Of Year Balance | 13488263 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14369416 | BeginningOfYearBalance |
| Contributions | 374420 | Contributions |
| Investment Earnings Or Losses | -1923221 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 380640 | GrantsOrScholarships |
| Other Expenditures | 193974 | OtherExpenditures |
| Administrative Expenses | 119176 | AdministrativeExpenses |
| End Of Year Balance | 12126825 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 66474 | InvestmentCostOrOtherBasis |
| Depreciation | 39499 | Depreciation |
| Book Value | 26975 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26975 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Agency Funds | Description |
| Amount | $17,298,241 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17298241 | TotalOfAmounts |
| Total Revenue | 1340216 | TotalRevenue |
| Total Expenses | 864482 | TotalExpenses |
| Excess Or Deficit For Year | 475734 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 919264 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 919264 | TotalAdjustments |
| Excess Or Deficit Per FS | 1394998 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2171269 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 919264 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 919264 | RevenueNotRptdF990 |
| Revenue Subtotal | 1252005 | RevenueSubtotal |
| Investment Expenses Not Included | 88211 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 88211 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1340216 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 776271 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 776271 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 88211 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 88211 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 864482 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part V, line 4:See Form 990 Part III 4). Part X: Agency funds managed, but not owned by the Foundation. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf outing | NameOfEvent1 |
| Gross Receipts Event1 | 42700 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 42700 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 1720 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 606 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9893 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 3919 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 42700 | GrossReceiptsTotal |
| Gross Revenue Total Events | 42700 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1720 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 606 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9893 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 3919 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 16138 | DirectExpenseSummaryEvents |
| Net Income Summary | 26562 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (36 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Agape Community Center of Milwaukee | |||||||
| 6100 N 42nd St | Milwaukee | WI | 53209 | 391641846 | 501(c)(3) | 5000 | Support meal program |
| Aids Resource Center of Wisconsin | |||||||
| 820 N Plankinton Ave | Milwaukee | WI | 53203 | 391534049 | 501(c)(3) | 9000 | Medical care/treatment of people with HIV/AIDS |
| Archdiocese of Milwaukee | |||||||
| 3501 S Lake Dr PO Box 070912 | Milwaukee | WI | 53207 | 390807221 | 501(c)(3) | 40405 | Support of various programs |
| Badger Association of the Blind and Visually Impaired | |||||||
| 912 N Hawley Rd | Milwaukee | WI | 53213 | 390808506 | 501(c)(3) | 5000 | Support for Vision Rehabilittion Therapy Programs |
| Benedict Center Inc | |||||||
| 135 W Wells St Ste 700 | Milwaukee | WI | 53203 | 391226475 | 501(c)(3) | 10000 | Support the Mind, Body Spirit Wellness Program and the "Success Works" Women's harm Reduction Program |
| Bread of Healing Clinic Inc co Cross Lutheran Church | |||||||
| 1821 N 16th St | Milwaukee | WI | 53205 | 810669867 | 501(c)(3) | 7500 | Support for MedShare Program |
| Cardinal Stritch University | |||||||
| 6801 N Yates Rd | Milwaukee | WI | 53217 | 390806196 | 501(c)(3) | 5000 | Support K-8 Catholic School Adult Formation Program |
| Cathedral of St John the Evangelist | |||||||
| 831 N Van Buren St | Milwaukee | WI | 53202 | 530196617 | 501(c)(3) | 10000 | Support for Open Door Caf Meal Program |
| Catholic Charities of the Archdiocese of Milwaukee Inc | |||||||
| 3501 S Lake Dr PO Box 070912 | Milwaukee | WI | 53207 | 390806321 | 501(c)(3) | 10000 | Operations for Adult Day Services and Resource Center |
| Columbia St Mary's Foundation | |||||||
| 2320 N Lake Dr | Milwaukee | WI | 53211 | 391494981 | 501(c)(3) | 27000 | Operations for Adult Learning Center, St. Ben's Clinic, and St. Elizabeth Ann Seton Dental Clinic |
| CommonGround Ministry Inc | |||||||
| PO Box 26916 | Wauwatosa | WI | 53226 | 392005369 | 501(c)(3) | 10000 | Operations for Elena's House |
| COREEl Centro | |||||||
| 611 W National Ave Ste 409 | Milwaukee | WI | 53204 | 392042797 | 501(c)(3) | 7500 | Operations for health programs |
| Daystar Inc | |||||||
| PO Box 2130 | Milwaukee | WI | 53201 | 391546606 | 501(c)(3) | 10000 | Operations for transitional housing for homeless women |
| The Gathering of Southeast Wisconsin Inc | |||||||
| 804 E Juneau Ave | Milwaukee | WI | 53202 | 391891030 | 501(c)(3) | 9000 | Operations for meal program |
| The Guest House of Milwaukee Inc | |||||||
| 1216 N 13th St | Milwaukee | WI | 53205 | 391539301 | 501(c)(3) | 12500 | Operations for permanent housing for homeless people with disabilities |
| House of Peace | |||||||
| 1702 W Walnut St | Milwaukee | WI | 53205 | 391636105 | 501(c)(3) | 10000 | Support for Nursing program |
| John Paul II Academy | |||||||
| 2023 Northwestern Ave | Racine | WI | 53404 | 390818693 | 501(c)(3) | 6000 | Scholarship assistance |
| Literacy Services of Wisconsin Inc | |||||||
| 2724 W Wells St | Milwaukee | WI | 53208 | 391091203 | 501(c)(3) | 5000 | Operations for Literacy Growth Initiative |
| Medical College of Wisconsin | |||||||
| 8701 Watertown Plank Rd | Milwaukee | WI | 53226 | 390806261 | 501(c)(3) | 9000 | Operations for Saturday Clinic for the Uninsured |
| Milwaukee Achiever Literacy Services Inc | |||||||
| 5566 N 69th St | Milwaukee | WI | 53218 | 930828271 | 501(c)(3) | 7500 | Support for adult education programs |
| Milwaukee Christian Center | |||||||
| 2137 W Greenfield Ave | Milwaukee | WI | 53204 | 390807066 | 501(c)(3) | 7500 | Support for medical services for low income elderly Southeast Asians |
| Near South Side Catholic Schools Association | |||||||
| 2059 S 33rd St | Milwaukee | WI | 53215 | 391570183 | 501(c)(3) | 10250 | Support for Community Nurse program |
| New Threads of Hope | |||||||
| 330 E Kilbourn Ave Ste 1454 | Milwaukee | WI | 53202 | 391674150 | 501(c)(3) | 5000 | Opertions for distribution of clothes to the needy |
| Office for World MissionSociety for the Propagation of the Faith | |||||||
| PO Box 3087 | Milwaukee | WI | 53203 | 390840264 | 501(c)(3) | 11000 | Missionary support |
| Penfield Children's Center | |||||||
| 833 N 26th St | Milwaukee | WI | 53233 | 391093701 | 501(c)(3) | 10000 | Operations for Special Care Nursery |
| Philippine Cultural & Civic Center Foundation Inc | |||||||
| 535 N 27th St | Milwaukee | WI | 53208 | 391963082 | 501(c)(3) | 5000 | Operations for Free Medical Clinic |
| Port Washington Catholic High School | |||||||
| 446 N Johnson St | Port Washington | WI | 53074 | 391637069 | 501(c)(3) | 5370 | Supoprt for tuition assistance program |
| Rosalie Manor Community & Family Services | |||||||
| 4803 W Burleigh St | Milwaukee | WI | 53210 | 391154354 | 501(c)(3) | 10000 | Support for Teen Families Program |
| St Ben's Community Meal | |||||||
| 1015 N 9th St | Milwaukee | WI | 53233 | 390806264 | 501(c)(3) | 10000 | Operations for meal program |
| St Catherine Residence | |||||||
| 1032 E Knapp St | Milwaukee | WI | 53202 | 390857537 | 501(c)(3) | 7500 | Operations for low income women's housing |
| St Vincent de Paul Society of Milwaukee | |||||||
| 9601 W Silver Spring Dr | Milwaukee | WI | 53225 | 390806406 | 501(c)(3) | 10000 | Operations for meal program |
| School Sisters of Notre Dame | |||||||
| 13105 Watertown Plank Rd | Elm Grove | WI | 53122 | 390806379 | 501(c)(3) | 10000 | Operations for nurse hours for retirement center |
| SET Ministry Inc | |||||||
| 2977 N 50th St | Milwaukee | WI | 53210 | 391618277 | 501(c)(3) | 10000 | Operations for Family Empowerment Program |
| Sixteenth Street Community Health Center | |||||||
| 1337 S 16th St | Milwaukee | WI | 53204 | 391180475 | 501(c)(3) | 10000 | Support for Billingual Pediatric Special Needs case management |
| United Community Center | |||||||
| 1028 S 9th St | Milwaukee | WI | 53204 | 391146191 | 501(c)(3) | 7500 | Suport for bilingual social worker and nurse for the elderly |
| WFH-St Joseph Foundation | |||||||
| 5000 W Chambers St | Milwaukee | WI | 53210 | 391636804 | 501(c)(3) | 5000 | Support for Baby Safe Haven Program |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 501(c)(3) grant recipient organizations are required to sign an agreement to spend the grant award for the purpose/project in the grant application. Recipient organizations are required to submit a final report letter including a description of program achievements, problems, lessons learned, future plans for project's continuation, financial statements, and if grant objectives were met. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Tim Dodge | |||
| Director | 7500 | Creation of annual report | 0 |
| tim dodge | |||
| director | 789 | Printing expense | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 7a | The Archbishop of Milwaukee |
| Form 990, Part VI, Section A, line 7b | Confirmation of the appointment of new Directors, the Foundation's President (CEO) and Chairperson of the Board of Directors. |
| Form 990, Part VI, Section B, line 11 | Form 990 is reviewed by the Audit and Finance Committee of the Board of Directors. |
| Form 990, Part VI, Section B, line 12c | Information obtained through distribution of annual conflict and duality of interest disclosure statements. |
| Form 990, Part VI, Section B, line 15a | Review and recommendation by Executive Committee, approval by Board of Directors. |
| Form 990, Part VI, Section C, line 19 | Available upon request |
| The process has not changed from the prior year. |