TPA NETWORK INCORPORATED: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TPA NETWORK INCORPORATED (EIN 36-3591116)
- Tax period
- 2022-10-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202431979349302378
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T19:27:33-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 N WATER ST SUITE 2000 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363591116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TPA NETWORK INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TPAN | BusinessNameControlTxt |
| Phone | 4142731991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5537 N BROADWAY | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60640 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY D DYER | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Phone | 4142731991 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | DYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY NETZ CPA | PreparerPersonNm |
| PTIN | P01405265 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2024-07-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY D DYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 N 6TH STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532030092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,205,254 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TPAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | MISSION STATEMENT: SAVING LIVES AND EMPOWERING THOSE LIVING WITH HIV/AIDS AND RELATED CONDITIONS.VISION STATEMENT: PROVIDE LIFESAVING CARE AND FAR-REACHING EDUCATION TO PEOPLE AFFECTED BY HIV THAT IMPROVES THE QUALITY OF LIFE FOR EVERYONE WE TOUCH.VALUES: TPAN STRIVES FOR THOSE AFFECTED BY OR AT RISK FOR HIV/AIDS AND RELATED ILLNESSES TO:EMPOWER INDIVIDUALS TO NAVIGATE THEIR LIVES BY PROVIDING TOOLS, RESOURCES AND SUPPORT;ADAPT TO THE CHANGING NEEDS OF THE COMMUNITY;SUPPORT A SEX POSITIVE ENVIRONMENT BY AFFIRMING SEXUALITY AS AN INTEGRAL PART OF BEING HUMAN;INCLUDE EVERYONE BY EMBRACING DIFFERENCES AND CREATING COMMUNITY;EXCEL IN DELIVERING QUALITY PROGRAMS, ADVOCACY AND ENDING STIGMA;RESPECT OTHERS THROUGH HONEST, OPEN AND SUPPORTIVE COMMUNICATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 155 | TotalVolunteersCnt |
| Total Gross UBI | $325,141 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,126,357 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,797,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $88,600 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $392,220 | CYProgramServiceRevenueAmt |
| PY Investment Income | $103 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,471 | CYInvestmentIncomeAmt |
| PY Other Revenue | $394,305 | PYOtherRevenueAmt |
| CY Other Revenue | -$34,013 | CYOtherRevenueAmt |
| PY Total Revenue | $3,609,365 | PYTotalRevenueAmt |
| CY Total Revenue | $2,165,814 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,676 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,242 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,231,276 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,828,960 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $203,030 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,112,281 | PYOtherExpensesAmt |
| CY Other Expenses | $1,526,668 | CYOtherExpensesAmt |
| PY Total Expenses | $3,365,233 | PYTotalExpensesAmt |
| CY Total Expenses | $3,358,870 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $244,132 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,193,056 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,542,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,642,227 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,395,845 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,439,438 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $246,382 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF TPA NETWORK, INCORPORATED (TPAN) IS SAVING LIVES AND EMPOWERING PEOPLE AFFECTED BY HIV/AIDS AND RELATED CONDITIONS. TPAN PROVIDES LIFESAVING CARE AND FAR-REACHING EDUCATION TO PEOPLE AFFECTED BY HIV THAT IMPROVES THE QUALITY OF LIFE OF EVERYONE WE TOUCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $558,847 | ExpenseAmt |
| Grant | $419 | GrantAmt |
| Desc | EDUCATION AND INFORMATION:PUBLISHED BY TPAN SINCE 1989, POSITIVE AWARE IS THE NATION'S LEADING NOT-FOR-PROFIT PUBLICATION SERVING THE HIV COMMUNITY. PUBLISHED BI-MONTHLY, PA'S MISSION IS TO BE THE MOST TRUSTED COMMUNITY RESOURCE FOR ACCURATE, UNBIASED, UP-TO-DATE TREATMENT INFORMATION AND RELATED NEWS FOR PEOPLE LIVING WITH HIV/AIDS AND THEIR ADVOCATES. IN ADDITION TO THE PRINT PUBLICATIONS, POSITIVE AWARE IS AVAILABLE AT POSITVELYAWARE.COM AND AS A DIGITAL EDITION. TEAM (TREATMENT EDUCATION ADHERENCE MANAGEMENT) IS A PEER-LED HIV TREATMENT EDUCATION PROGRAM THAT PROVIDES THE SUPPORTS NECESSARY TO STAY ADHERENT TO A MEDICAL PROGRAM OF CARE. THE TEAM CURRICULUM IS 10-HOURS, OFFERED OVER THE COURSE OF THREE DAYS.A DAY WITH HIV CAPTURES IN PICTURES OVER A SINGLE 24-HOUR PERIOD TO ILLUSTRATE THE POINT THAT WE ALL ARE AFFECTED BY HIV AND ITS STIGMA. EACH YEAR, ON A DAY IN SEPTEMBER, HUNDREDS OF PEOPLE ACROSS THE WORLD CAPTURE A MOMENT OF THEIR DAY AND SHARE THEIR STORY USING OUR HASHTAG #ADAYWITHHIV ON SOCIAL MEDIA. SELECT PHOTOS FROM THE CAMPAIGN ARE FEATURED IN THE NOVEMBER AND DECEMBER ISSUE OF POSITIVELY AWARE.THE TPAN RIDE FOR LIFE CHICAGO (THE RIDE) RAISES AWARENESS AND FUNDS TO HELP PROVIDE CARE AND SERVICES TO PEOPLE AFFECTED BY HIV. AS A ONE OR TWO-DAY, MULTI-STATE CYCLING AND FUNDRAISING EVENT, THE RIDE ENGAGES VOLUNTEERS AND ADVOCATES TO SHARE TPAN'S MISSION AND STORY IN THEIR OUTREACH AND SOLICITATION FOR SUPPORT.DINING OUT FOR LIFE CHICAGO IS TPAN'S EXCLUSIVELY-LICENSED EVENT PRODUCED IN CONCERT WITH INTERNATIONAL DINING OUT FOR LIFE. CHICAGO OPERATES WITH DOZENS OF DINING ESTABLISHMENTS AND INVITES VOLUNTEER AMBASSADORS, HOSTS, AND THOUSANDS OF DINING PATRONS ACROSS CHICAGO TO RAISE VISIBILITY AND FUNDS FOR TPAN'S HIV-FOCUSED CARE AND SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,158,395 | ExpenseAmt |
| Grant | $2,824 | GrantAmt |
| Desc | PREVENTION SERVICES AND MENTAL HEALTH:TPAN PROVIDED SERVICES AND PROGRAMS TO MORE 340 UNIQUE CLIENTS. OFFERINGS INCLUDE (1) MPOWER, A SAMHSA PROGRAM FOR BLACK MSM AGES 2545 AND BLACK WOMEN AGES 18-40 WHO HAVE SEX WITH MEN, THAT INCLUDES SHORT TERM COUNSELING, AN EVIDENCED BASED GROUP-LEVEL INTERVENTION, OUTREACH, HCV TESTING, HIV TESTING, AND PREP NAVIGATION. OF THE 23 CLIENTS WHO PARTICIPATED ACROSS 2 COHORTS, 16 GRADUATED FROM THE PROGRAM; (2) ROUGHLY 250 CLIENTS RECEIVED CASE MANAGEMENT (RETENTION, MEDICAL CM AND PEER NAVIGATION); (3) APPROXIMATELY 70 CLIENTS RECEIVED BEHAVIORAL HEALTH COUNSELING; (4) WITHIN PREVENTION SERVICES, TPAN CONDUCTED ROUGHLY 350 HIV TESTS AND 75 HCV TESTS; (5) THE TEA ROOM --- A DROP IN CENTER FOR LGBTQ+ YOUTH AND ALLIES --- PROVIDED FOOD, TRANSPORTATION CARDS, AND PROGRAMMING TO ABOUT 50 CLIENTS; (6) TPAN HOSTS A VARIETY OF COMPLIMENTARY COMMUNITY EVENTS AND WORKSHOPS DESIGNED TO KEEP OUR COMMUNITY WELL-INFORMED ON TOPICS CLOSELY ALIGNED WITH OUR MISSION. THESE INITIATIVES ARE AIMED AT EMPOWERING INDIVIDUALS TO MAKE INFORMED DECISIONS REGARDING THEIR HEALTH AND WELL-BEING. WORKSHOPS INCLUDED: FENTANYL AND NARCAN WORKSHOP, DOWN AND DIRTY FIRST AID, GHB 101, XYLAZINE 101, AND NOVEL TREATMENTS TO ADD TO YOUR THERAPY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $994,836 | ExpenseAmt |
| Revenue | $67,079 | RevenueAmt |
| Desc | CLIENT ADVOCACY:CASE MANAGEMENT SERVICES ENCOURAGES CLIENTS TO COLLABORATE WITH THEIR CASE MANAGERS ON THE PROVISION OF SERVICE PLANS THAT ADDRESS THEIR HEALTH GOALS. CASE MANAGERS ASSIST WITH APPLYING FOR BENEFITS, ACCESSING EMERGENCY FUNDS, IDENTIFYING MEDICAL AND SOCIAL SERVICE NEEDS, AND FACILITATING APPROPRIATE REFERRALS.HOUSING NAVIGATION SERVICES, IN CONJUNCTION WITH THE AIDS FOUNDATION OF CHICAGO, HELPS INDIVIDUALS LIVING WITH HIV/AIDS TO FIND AND MAINTAIN SAFE, STABLE, AND AFFORDABLE RESIDENCY. OUR HOUSING SPECIALIST ASSISTS WITH HOUSING APPLICANTS AND RE-APPLICATIONS, AND WORKS WITH THEM TO CREATE GOAL-DRIVEN PLANS TO REMAIN HOUSED. RETENTION SERVICES RE-ENGAGE CLIENTS WHO HAVE FALLEN OUT OF CARE OR ARE NEWLY DIAGNOSED WITH APPROPRIATE PROGRAMS AND SERVICES, INCLUDING MEDICAL CARE.THE TEA ROOM, TPAN'S DROP-IN YOUTH CENTER, IS A SAFE SPACE OPEN TO YOUNG ADULTS TO CONGREGATE, GAIN ACCESS TO VITAL RESOURCES, AND BUILD A COMMUNITY WITH PEERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,712,078 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY D DYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142251542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1311 N 6TH STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532030092 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MICHAEL MURPHY | |||||||
| CHAIR TO BOARD MEMBER (03/2023) | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES SUMERS | |||||||
| V. CHAIR TO BOARD MEMBER (03/2023) | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARVAN CHAN | |||||||
| BOARD CHAIR (START 03/2023) | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NOEL LANDUYT PHD MA BOARD | |||||||
| VICE CHAIR AND CHAIR OF DEVEL. COMM. | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARCUS LEONARD | |||||||
| TREASURER TO BOARD MEMBER (03/2023) | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUE BROVEMAN | |||||||
| SECRETARY (UNTIL 03/2023) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK LANNON | |||||||
| DIRECTOR (UNTIL 03/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TANYA SORRELL | |||||||
| DIRECTOR (UNTIL 03/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER GOMEZ | |||||||
| DIRECTOR (UNTIL 03/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| XAVIER MENDEZ | |||||||
| DIRECTOR (UNTIL 03/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AIMEE BECKER MD | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AISHA WHITE MD | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN KAPLAN | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC CONLEY | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRED SSEWAMALA PHD | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GORDON MYERS | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEANETTE KOWALIK PHD MPH MCHES | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEROLD MCDONALD | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN NYGREN | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN HAYNES | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE ROMANO | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| POONNASA CORN | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBBIE HARRIFORD MD | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GAROFALO MD | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN COX | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSSANN KOTARA MD | |||||||
| BOARD MEMBER (START 03/2023) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KARA EASTMAN | |||||||
| CEO (UNTIL 06/2023) | 40.00 | 0.00 | Yes (X) | $176,715 | $0 | $22,762 | |
| JULIE SUPPLE | |||||||
| CHIEF PROGRAMS & IMPACT OFFICER | 40.00 | 0.00 | Yes (X) | $128,464 | $0 | $20,664 | |
| LONDON WOOLMAN | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | 0.00 | Yes (X) | $81,574 | $0 | $11,215 | |
| TIMOTHY D DYER | |||||||
| EXECUTIVE VP & CFO (START 03/2023) | 1.00 | 40.00 | Yes (X) | $0 | $386,263 | $128,048 | |
| MARGARET LIDSTONE | |||||||
| CHIEF DEV. OFFICER (START 03/2023) | 1.00 | 40.00 | Yes (X) | $0 | $269,272 | $46,936 | |
| BRANDON HILL | |||||||
| CEO (START 03/2023) | 1.00 | 40.00 | Yes (X) | $0 | $163,380 | $30,203 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $386,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $818,915 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $259,828 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VIVENT HEALTH INC | |||||
| 1311 N 6TH STREET | MILWAUKEE | WI | 532030092 | MANAGEMENT SERVICES | $376,886 |
| BROADWAY 5533 LLC | |||||
| 1020 W LAWRENCE AVE | CHICAGO | IL | 60640 | RENT | $174,014 |
| WINDROSE VISION | |||||
| 10300 EATON PLACE SUITE 440 | FAIRFAX | VA | 22030 | EVALUATOR SERVICES | $173,713 |
| FRY COMMUNICATIONS INC | |||||
| 800 W CHURCH ROAD | MECHANICSBURG | PA | 17055 | PRINTING AND BINDING SERVICES | $157,698 |
| DIVVY LLC | |||||
| 6220 AMERICA CENTER DR STE 100 | SAN JOSE | CA | 950022563 | PAYMENT SERVICES | $102,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,662 | FundraisingAmt |
| Government Grants | $1,156,589 | GovernmentGrantsAmt |
| All Other Contributions | $604,885 | AllOtherContributionsAmt |
| Total Contributions | $1,797,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $325,141 | $325,141 | |
| CLIENT ADVOCACY | 624100 | $67,079 | $67,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $392,220 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,471 | TotalRevenueColumnAmt |
| Exclusion | $10,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,662 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,440 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,440 | TotalRevenueColumnAmt |
| Exclusion | -$39,440 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,427 | TotalRevenueColumnAmt |
| Exclusion | $5,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,427 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,165,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,079 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $325,141 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$23,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,242 | TotalAmt |
| Program Services | $3,242 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,394 | TotalAmt |
| Program Services | $336,753 | ProgramServicesAmt |
| Management And General | $69,613 | ManagementAndGeneralAmt |
| Fundraising | $35,028 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,183 | TotalAmt |
| Program Services | $784,433 | ProgramServicesAmt |
| Management And General | $162,156 | ManagementAndGeneralAmt |
| Fundraising | $81,594 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,479 | TotalAmt |
| Program Services | $21,791 | ProgramServicesAmt |
| Management And General | $6,944 | ManagementAndGeneralAmt |
| Fundraising | $1,744 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,872 | TotalAmt |
| Program Services | $147,901 | ProgramServicesAmt |
| Management And General | $47,135 | ManagementAndGeneralAmt |
| Fundraising | $11,836 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,032 | TotalAmt |
| Program Services | $87,246 | ProgramServicesAmt |
| Management And General | $27,804 | ManagementAndGeneralAmt |
| Fundraising | $6,982 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,089 | TotalAmt |
| Management And General | $2,089 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Management And General | $13,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,380 | TotalAmt |
| Program Services | $424,149 | ProgramServicesAmt |
| Management And General | $16,689 | ManagementAndGeneralAmt |
| Fundraising | $30,542 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,484 | TotalAmt |
| Management And General | $8,041 | ManagementAndGeneralAmt |
| Fundraising | $443 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,617 | TotalAmt |
| Program Services | $120,566 | ProgramServicesAmt |
| Management And General | $1,749 | ManagementAndGeneralAmt |
| Fundraising | $302 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,031 | TotalAmt |
| Program Services | $98,575 | ProgramServicesAmt |
| Management And General | $31,202 | ManagementAndGeneralAmt |
| Fundraising | $7,254 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,971 | TotalAmt |
| Program Services | $266,252 | ProgramServicesAmt |
| Management And General | $21,816 | ManagementAndGeneralAmt |
| Fundraising | $9,903 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,129 | TotalAmt |
| Program Services | $7,353 | ProgramServicesAmt |
| Management And General | $2,943 | ManagementAndGeneralAmt |
| Fundraising | $2,833 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,354 | TotalAmt |
| Program Services | $2,111 | ProgramServicesAmt |
| Management And General | $243 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,085 | TotalAmt |
| Management And General | $4,085 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,224 | TotalAmt |
| Management And General | $6,224 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MSA - FEES | $376,886 | $376,886 | ||
| PROGRAM MATERIALS | $26,171 | $21,205 | $4,209 | $757 |
| MISCELLANEOUS | $24,613 | $1,466 | $11,249 | $11,898 |
| LICENSE AND DUES | $20,134 | $12,149 | $6,071 | $1,914 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,358,870 | TotalAmt |
| Program Services | $2,712,078 | ProgramServicesAmt |
| Management And General | $443,762 | ManagementAndGeneralAmt |
| Fundraising | $203,030 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,974 | BOYAmt |
| EOY | $284,257 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,370 | BOYAmt |
| EOY | $657,795 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,336 | BOYAmt |
| EOY | $298,419 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,717 | BOYAmt |
| EOY | $264,458 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,911 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $238,349 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $238,349 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,000 | BOYAmt |
| EOY | $4,137,298 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542,970 | BOYAmt |
| EOY | $5,642,227 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,374 | BOYAmt |
| EOY | $130,481 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,158 | BOYAmt |
| EOY | $5,265,364 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,532 | BOYAmt |
| EOY | $5,395,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,046,441 | BOYAmt |
| EOY | $246,382 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,997 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,438 | BOYAmt |
| EOY | $246,382 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542,970 | BOYAmt |
| EOY | $5,642,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,193,056 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $2,876,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,354,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,680,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,126,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,797,136 | CurrentTaxYearAmt |
| Total | $12,835,175 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,876,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,354,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,680,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,126,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,797,136 | CurrentTaxYearAmt |
| Total | $12,835,175 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,469,874 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,365,301 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,471 | CurrentTaxYearAmt |
| Total | $65,345 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $269,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $441,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $304,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,427 | CurrentTaxYearAmt |
| Total | $1,029,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,929,984 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $166,648 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, COLUMN E: | FormAndLineReferenceDesc |
| Explanation | YEAR 2022 (COLUMN E) AMOUNTS RESPRESENT A SHORT YEAR PERIOD FROM 10/01/22 - 08/31/23. | ExplanationTxt |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $218,378 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,378 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,971 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,971 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $65,000 |
| OPERATING LEASE: RIGHT OF USE ASSET | $4,072,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,137,298 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO VIVENT HEALTH | $1,186,850 |
| OPERATING LEASE LIABILITY | $4,078,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,265,364 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,205,254 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,205,254 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$39,440 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$39,440 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,165,814 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,398,310 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,440 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,440 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,358,870 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,358,870 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -39,440. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 39,440. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINING OUT FOR LIFE | Event1Nm |
| Gross Receipts Event1 | $35,662 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $35,662 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $39,440 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $35,662 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,662 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $39,440 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,440 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,440 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY D DYER | ||||||||||||||
| EXECUTIVE VP & CFO (START 03/2023) | $0 | $282,237 | $0 | $62,600 | $0 | $41,426 | $0 | $107,964 | $0 | $20,084 | $0 | $514,311 | $0 | $31,473 |
| MARGARET LIDSTONE | ||||||||||||||
| CHIEF DEV. OFFICER (START 03/2023) | $0 | $241,843 | $0 | $27,429 | $0 | $0 | $0 | $13,463 | $0 | $33,473 | $0 | $316,208 | $0 | $0 |
| KARA EASTMAN | ||||||||||||||
| CEO (UNTIL 06/2023) | $176,715 | $0 | $0 | $0 | $0 | $0 | $12,317 | $0 | $10,445 | $0 | $199,477 | $0 | $0 | $0 |
| BRANDON HILL | ||||||||||||||
| CEO (START 03/2023) | $0 | $157,226 | $0 | $0 | $0 | $6,154 | $0 | $24,615 | $0 | $5,588 | $0 | $193,583 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | AS OF MARCH 1ST, 2023, ALL EMPLOYEES ARE PAID OUT OF VIVENT HEALTH ("VH") A RELATED ORGANIZATION. VIVENT HEALTH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | THE CHIEF FINANCIAL OFFICER, TIMOTHY DYER, AND PRESIDENT AND CEO, BRANDON HILL PARTICIPATE IN A 457(F) PLAN SPONSORED BY VIVENT HEALTH. THERE WERE NO AMOUNTS PAID OUT TO ANY PARTICIPANTS LISTED. |
| PART I, LINE 6 | ALL STAFF HAVE PAY FOR PERFORMANCE GOALS EACH YEAR, AND AS PART OF THOSE GOALS, SOME SENIOR STAFF HAVE A NET EARNINGS TARGET AS ONE OF THEIR GOALS. HOWEVER, COMPENSATION IS NOT CALCULATED BASED ON THE NET EARNINGS, BUT ON THE ACHIEVEMENT OF THE NET EARNINGS GOAL ITSELF. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE MARCH 1ST 2023, THE ORGANIZATION'S BYLAWS AND ARTICLES OF INCORPORATION WERE UPDATED TO REFLECT TPAN'S MERGER WITH VIVENT HEALTH, INC. THE FOLLOWING CHANGES WERE MADE: - THE SOLE MEMBER OF THE ORGANIZATION IS VIVENT HEALTH, INC. - THE BOARD OF DIRECTORS IS THE SAME AS THE VIVENT HEALTH, INC. BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | EFFECTIVE MARCH 1ST 2023, VIVENT HEALTH, INC. IS THE SOLE MEMBER OF TPAN. |
| FORM 990, PART VI, SECTION A, LINE 7A | EFFECTIVE MARCH 1ST 2023, VIVENT HEALTH, INC. AND TPAN SHARE THE SAME BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE EXPLANATION ON PART VI LINE 7A DESCRIPTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. THE FORM 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTS. UPON APPROVAL, THE FORM 990 WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS SIGNS AN ANNUAL CONFLICT OF INTEREST FORM IN JANUARY OF EACH YEAR. NEW BOARD MEMBERS SIGN UPON THEIR JOINING AND THEN ON THE ANNUAL CYCLE. IN ADDITION, KEY EMPLOYEES SIGN AN ANNUAL CONFLICT OF INTEREST FORM AS WELL. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF OTHER CHIEF EXECUTIVE OFFICERS AT SIMILAR ORGANIZATIONS IS REVIEWED PRIOR TO THE BOARD CHAIRMAN'S RECOMMENDATION OF CHIEF EXECUTIVE OFFICER'S COMPENSATION TO THE EXECUTIVE COMMITTEE. CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE IS APPROVED AND DOCUMENTED BY THE EXECUTIVE COMMITTEE. EFFECTIVE MARCH 1ST, 2023, THE CEO AND OTHER OFFICERS ARE PAID OUT OF VIVENT HEALTH, INC. A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 214,168. MANAGEMENT AND GENERAL EXPENSES 651. FUNDRAISING EXPENSES 30,542. TOTAL EXPENSES 245,361. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 209,981. MANAGEMENT AND GENERAL EXPENSES 16,038. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,019. |
| FORM 990, PART XII, LINE 2C: | THERE WERE NO CHANGES TO THE AUDIT SELECTION PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VIVENT HEALTH | |||||||||||
| 1311 N 6TH STREET | MILWAUKEE | WI | 532030092 | 391534049 | HIV PREVENTION, CARE AND TREATMENT | WI | 501(C)(3) | LINE 7 | N/A | 0 | |
| MILWAUKEE AIDS HOUSING CORPORATION | |||||||||||
| 1311 N 6TH STREET | MILWAUKEE | WI | 532030092 | 391779442 | HOUSING FOR HIV POSITIVE INDIVIDUALS | WI | 501(C)(3) | LINE 7 | 0 | VIVENT HEALTH | |
| ARCW ENDOWMENT FUND INC | |||||||||||
| 1311 N 6TH STREET | MILWAUKEE | WI | 532030092 | 391963731 | RAISING FUNDS FOR VH'S EXEMPT PURPOSE | WI | 501(C)(3) | LINE 7 | 0 | VIVENT HEALTH | |
| AIDS SERVICES OF AUSTIN INC | |||||||||||
| PO BOX 4874 | AUSTIN | TX | 78765 | 742440845 | EMPOWERING THOSE LIVING WITH HIV/AIDS | IL | 501(C)(3) | LINE 7 | 0 | VIVENT HEALTH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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