FAIR WISCONSIN EDUCATION FUND INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FAIR WISCONSIN EDUCATION FUND INC (EIN 02-0559730)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-12-13
IRS object ID
202433489349300328
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-12-13T14:42:21-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390974031PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEGNER CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12921 LANDMARK PL STE 300AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134236ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020559730EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAIR WISCONSIN EDUCATION FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAIRBusinessNameControlTxt
Phone6084410143PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 E OLIN AVENUE 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53713ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonABIGAIL SWETZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6084410143PhoneNum
Signature2024-12-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON STEPHENS CPAPreparerPersonNm
PTINP01263225PTIN
Phone6082744020PhoneNum
Preparation2024-12-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerABIGAIL SWETZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 E OLIN AVENUE 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53713ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$258,239GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressFAIRWISCONSIN.COM/FAIR-WISCONSIN-EDUCATION-FUND/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionFAIR WISCONSIN EDUCATION FUND WORKS TO BUILD A FAIR, SAFE, AND INCLUSIVE WISCONSIN FOR ALL LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ+) PEOPLE BY ADVANCING, ACHIEVING, AND PROTECTING LGBTQ+ CIVIL RIGHTS AND WORKPLACE EQUALITY.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$233,691PYContributionsGrantsAmt
CY Contributions Grants$249,152CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$11,780PYOtherRevenueAmt
CY Other Revenue$4,707CYOtherRevenueAmt
PY Total Revenue$245,471PYTotalRevenueAmt
CY Total Revenue$253,859CYTotalRevenueAmt
PY Grants And Similar Paid$60PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$159,285PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$165,451CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$10,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$15,750CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$54,362CYTotalFundraisingExpenseAmt
PY Other Expenses$98,792PYOtherExpensesAmt
CY Other Expenses$82,910CYOtherExpensesAmt
PY Total Expenses$268,137PYTotalExpensesAmt
CY Total Expenses$264,111CYTotalExpensesAmt
PY Revenues Less Expenses-$22,666PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,252CYRevenuesLessExpensesAmt
Total Assets BOY$170,899TotalAssetsBOYAmt
Total Assets EOY$180,684TotalAssetsEOYAmt
Total Liabilities BOY$5,779TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,816TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$165,120NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$154,868NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO EDUCATE THE GENERAL PUBLIC ABOUT THE NEGATIVE IMPACT OF DISCRIMINATION TOWARD LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ+) INDIVIDUALS AND BUILD MORE INCLUSIVE COMMUNITIES AND WORKPLACES FOR LGBTQ+ WISCONSINITES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$150,081ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescFAIR WISCONSIN EDUCATION FUND ADVANCES OUR MISSION OF CREATING A FAIR, SAFE, AND INCLUSIVE WISCONSIN FOR ALL LESBIAN, GAY, BISEXUAL, TRANSGENDER, AND QUEER (LGBTQ+) PEOPLE BY: BUILDING THE LEADERSHIP CAPACITY OF INDIVIDUAL LGBTQ+ AND ALLIED PEOPLE; ENGAGING IN GRASSROOTS AND INTERFAITH ORGANIZING, AND NONPARTISAN CIVIC ENGAGEMENT EFFORTS DESIGNED TO INVOLVE LGBTQ+ AND ALLIED PEOPLE IN THE ELECTORAL PROCESS; CONDUCTING RESEARCH AND PUBLIC COMMUNICATIONS TO EDUCATE THE GENERAL PUBLIC AND POLICY MAKERS ABOUT THE HARMS OF ANTI-LGBTQ+ DISCRIMINATION; AND PARTICIPATING IN LEGAL CHALLENGES INVOLVING LGBTQ+ CIVIL RIGHTS ISSUES. PRIOR ACCOMPLISHMENTS INCLUDE LAUNCHING THE WISCONSIN LGBTQ+ SUMMIT, AN ANNUAL PROGRAM THAT SEEKS TO BUILD A MORE SKILLED AND CONNECTED NETWORK OF LGBTQ+ AND ALLIED ACTIVISTS ADVANCING EQUALITY IN THEIR COMMUNITIES; SUCCESSFULLY DEFENDING THE STATEWIDE DOMESTIC PARTNERSHIP REGISTRY BEFORE THE WISCONSIN STATE SUPREME COURT; AND DEFENDING MARRIAGE EQUALITY.Desc
Total Program Service Expenses$150,081TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARILYN BECKMANPersonNm
Phone6084410143PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 E OLIN AVENUE STE 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53713ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JODI GREIG
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JOANNE HOLLAND
VICE-PRESIDENT1.00Yes (X)Yes (X)$0$0$0
PAUL HARRISON
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOANNE KRABBE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MEGIN MCDONELL
EXECUTIVE DIRECTOR (THRU FEBRUARY)30.00Yes (X)$57,099$0$2,200
JOHN SMALLWOOD
INTERIM ED (MARCH THRU JUNE)30.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$57,099TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,200TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$15,388FederatedCampaignsAmt
All Other Contributions$233,764AllOtherContributionsAmt
Total Contributions$249,152TotalContributionsAmt
Gross Sales Of Inventory$8,228GrossSalesOfInventoryAmt
Cost Of Goods Sold$4,380CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,848TotalRevenueColumnAmt
Exclusion$3,848ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$859TotalRevenueColumnAmt
Exclusion$859ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$859OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$253,859TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,707ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$68,140TotalAmt
Program Services$44,571ProgramServicesAmt
Management And General$12,532ManagementAndGeneralAmt
Fundraising$11,037FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$82,954TotalAmt
Program Services$63,458ProgramServicesAmt
Management And General$9,291ManagementAndGeneralAmt
Fundraising$10,205FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,150TotalAmt
Program Services$1,645ProgramServicesAmt
Management And General$241ManagementAndGeneralAmt
Fundraising$264FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,207TotalAmt
Program Services$9,338ProgramServicesAmt
Management And General$1,367ManagementAndGeneralAmt
Fundraising$1,502FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,785TotalAmt
Management And General$9,785ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$15,750TotalAmt
Fundraising$15,750FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$28,495TotalAmt
Program Services$6,623ProgramServicesAmt
Management And General$18,777ManagementAndGeneralAmt
Fundraising$3,095FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,250TotalAmt
Program Services$2,000ProgramServicesAmt
Fundraising$250FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,935TotalAmt
Program Services$1,461ProgramServicesAmt
Management And General$1,065ManagementAndGeneralAmt
Fundraising$4,409FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$649TotalAmt
Program Services$649ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,797TotalAmt
Program Services$7,559ProgramServicesAmt
Management And General$1,066ManagementAndGeneralAmt
Fundraising$2,172FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,199TotalAmt
Program Services$6,991ProgramServicesAmt
Fundraising$208FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,766TotalAmt
Program Services$1,532ProgramServicesAmt
Management And General$234ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$436TotalAmt
Management And General$436ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMEMBERSHIPS AND FEESDesc
Total$13,123TotalAmt
Program Services$4,155ProgramServicesAmt
Management And General$3,498ManagementAndGeneralAmt
Fundraising$5,470FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,475TotalAmt
Program Services$99ProgramServicesAmt
Management And General$1,376ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$264,111TotalAmt
Program Services$150,081ProgramServicesAmt
Management And General$59,668ManagementAndGeneralAmt
Fundraising$54,362FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$100,908BOYAmt
EOY$75,440EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,734BOYAmt
EOY$58,979EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$56,040BOYAmt
EOY$42,323EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,823BOYAmt
EOY$3,092EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$394BOYAmt
EOY$850EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$170,899BOYAmt
EOY$180,684EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,779BOYAmt
EOY$25,816EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,779BOYAmt
EOY$25,816EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$135,081BOYAmt
EOY$95,084EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,039BOYAmt
EOY$59,784EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$165,120BOYAmt
EOY$154,868EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$170,899BOYAmt
EOY$180,684EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$10,252ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143,555CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$213,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,691CurrentTaxYearMinus1YearAmt
Current Tax Year$249,152CurrentTaxYearAmt
Total$1,049,038TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143,555CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$208,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$213,974CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,691CurrentTaxYearMinus1YearAmt
Current Tax Year$249,152CurrentTaxYearAmt
Total$1,049,038TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$225,057SubstantialContributorsTotAmt
Public Support Total170$823,981PublicSupportTotal170Amt
Total Support$1,049,038TotalSupportAmt
Gross Receipts Rltd Activities$68,228GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78550PublicSupportCY170Pct
Public Support PY1700.75790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$258,239TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$258,239RevenueSubtotalAmt
Other Revenues Not Included-$4,380OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$4,380RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$253,859TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$268,491TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$4,380OtherExpensesIncludedAmt
Expenses Not Reported$4,380ExpensesNotReportedAmt
Expenses Subtotal$264,111ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$264,111TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -4,380.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 4,380.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1KATIE B STRATEGIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12315 KENDALL AVENUEAddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53726ZIPCd
FieldValueIRS element (for citing)
ActivityMAJOR DONOR CAMPAIGN CONSULTANTActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$15,750RetainedByContractorAmt
Net To Organization-$15,750NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$15,750TotalRetainedByContractorsAmt
Total Net To Organization-$15,750TotalNetToOrganizationAmt
Licensed StatesWILicensedStatesCd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL DIRECTORS AND OFFICERS ANNUALLY COMPLETE A STATEMENT THAT DISCLOSES INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE ORGANIZATION'S SECRETARY COORDINATES A REVIEW OF THE STATEMENTS, AND THE PRESIDENT AND EXECUTIVE DIRECTOR REVIEW THE STATEMENTS OF THE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION ANNUALLY CONDUCTS A REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE COMMUNITY FOR SIMILAR SERVICES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST.

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