JOURNEY 21 INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JOURNEY 21 INC (EIN 84-4727592)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-30
IRS object ID
202321509349300757
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

FieldValueIRS element (for citing)
Return2023-05-30T09:12:01-00:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391977004PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'Leary & AnickBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113400 Bishops Lane Ste 120AddressLine1Txt
CityBrookfieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844727592EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Journey 21 IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOURBusinessNameControlTxt
Phone2623990021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11671 Old School House RoadAddressLine1Txt
CityOconomowocCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMike BrauerPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone2623990021PhoneNum
Signature2023-05-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMikePersonFirstNm
Person LastBrauerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine C DawsPreparerPersonNm
PTINP01790536PTIN
Phone4147740300PhoneNum
Preparation2023-05-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMike BrauerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11671 Old School House RoadAddressLine1Txt
CityOconomowocCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53066ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,170,853GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.journey21.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTo provide a safe, supportive and enriching living and learning options for adults with intellectual or developmental disabilities in Waukesha county and surrounding communities.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,786,594PYContributionsGrantsAmt
CY Contributions Grants$6,116,483CYContributionsGrantsAmt
PY Program Service Revenue$3,450PYProgramServiceRevenueAmt
CY Program Service Revenue$28,081CYProgramServiceRevenueAmt
PY Investment Income$62PYInvestmentIncomeAmt
CY Investment Income$68CYInvestmentIncomeAmt
CY Other Revenue-$4,452CYOtherRevenueAmt
PY Total Revenue$3,790,106PYTotalRevenueAmt
CY Total Revenue$6,140,180CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$228,758CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$35,647PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$71,603CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$190,109CYTotalFundraisingExpenseAmt
PY Other Expenses$162,073PYOtherExpensesAmt
CY Other Expenses$330,853CYOtherExpensesAmt
PY Total Expenses$197,720PYTotalExpensesAmt
CY Total Expenses$631,214CYTotalExpensesAmt
PY Revenues Less Expenses$3,592,386PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,508,966CYRevenuesLessExpensesAmt
Total Assets BOY$3,609,600TotalAssetsBOYAmt
Total Assets EOY$8,183,256TotalAssetsEOYAmt
Total Liabilities BOY$5,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$782,651TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,604,350NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,400,605NetAssetsOrFundBalancesEOYAmt
MissionThe mission of Journey21 is to provide safe, supportive, and enriching living and learning options for adults with intellectual or developmental disabilities IDD in Waukesha County and surrounding communities.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$101,599ExpenseAmt
Revenue$28,081RevenueAmt
DescThe mission of Journey21 is to provide safe, supportive, and enriching living and learning options for adults with intellectual or developmental disabilities IDD in Waukesha County and surrounding communities. We do this within a framework that includes five pillars 1 programs and outings small and large group programs and social outings that facilitate individual growth and socialization skill development 2 employment we provide career readiness training and opportunities for internships 3 advocacy/partnerships we offer support and information to parents as they navigate the post-age 21 realities with their young adult, and we offer partnerships with dozens of businesses and community organizations 4learning/education delivered through three learning academies-18-21 Transition, Summer, and Life Academies which are all age-dependent and 5 over the next 3 years, we will offer opportunities to purchase condominiums in our residential community which will be called the Journey at Pabst Farms.Desc
Total Program Service Expenses$101,599TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1O'Leary & AnickBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4147740300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113400 Bishops Lane Suite 120AddressLine1Txt
CityBrookfieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Pat Boelter
Director002.00Yes (X)$109,036$0$0
Mike Brauer
Executive Director040.00$93,750$0$0Yes (X)
Jon Herreman
Director002.00Yes (X)$4,059$0$0
Sheila Frisinger
President005.00Yes (X)$0$0$0Yes (X)
Susan Marriott
Vice President Secretary005.00Yes (X)$0$0$0Yes (X)
Adam Puzach
Treasurer005.00Yes (X)$0$0$0Yes (X)
Michael Budisch
Director002.00Yes (X)$0$0$0
Lynda Kohler
Director002.00Yes (X)$0$0$0
Lucine Spheeris
Director002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$206,845TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd
Fundraising$225,137FundraisingAmt
All Other Contributions$5,891,346AllOtherContributionsAmt
Noncash Contributions$158,383NoncashContributionsAmt
Total Contributions$6,116,483TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescProgram IncomeDesc
Total Revenue Column$28,081TotalRevenueColumnAmt
Related Or Exempt Func Income$28,081RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$28,081TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$68TotalRevenueColumnAmt
Exclusion$68ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$23,763FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$225,137ContriRptFundraisingEventAmt
Fundraising Direct Expenses$30,673FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$6,910TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMisc IncomeDesc
Total Revenue Column$2,458TotalRevenueColumnAmt
Related Or Exempt Func Income$2,458RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,458OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,140,180TotalRevenueColumnAmt
Related Or Exempt Func Income$30,539RelatedOrExemptFuncIncomeAmt
Exclusion$68ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$201,774TotalAmt
Program Services$53,894ProgramServicesAmt
Management And General$53,421ManagementAndGeneralAmt
Fundraising$94,459FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,426TotalAmt
Program Services$5,778ProgramServicesAmt
Management And General$3,696ManagementAndGeneralAmt
Fundraising$2,952FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,558TotalAmt
Program Services$3,827ProgramServicesAmt
Management And General$3,807ManagementAndGeneralAmt
Fundraising$6,924FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$64,277TotalAmt
Management And General$64,277ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,605TotalAmt
Management And General$26,605ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$71,603TotalAmt
Fundraising$71,603FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$74,832TotalAmt
Program Services$7,607ProgramServicesAmt
Management And General$67,225ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$89,996TotalAmt
Program Services$168ProgramServicesAmt
Management And General$83,597ManagementAndGeneralAmt
Fundraising$6,231FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,340TotalAmt
Program Services$1,798ProgramServicesAmt
Management And General$17,542ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,113TotalAmt
Program Services$991ProgramServicesAmt
Management And General$3,977ManagementAndGeneralAmt
Fundraising$145FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,359TotalAmt
Program Services$5,971ProgramServicesAmt
Management And General$5,388ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Dues Subscriptions$7,505$52$3,375$4,078
Outings$20,879$20,879
Postage, bank fees Misc$7,947$634$3,596$3,717

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$631,214TotalAmt
Program Services$101,599ProgramServicesAmt
Management And General$339,506ManagementAndGeneralAmt
Fundraising$190,109FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$134,680BOYAmt
EOY$1,310,090EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$105,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$620EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,333BOYAmt
EOY$5,477EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,761,185LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,758,060BOYAmt
EOY$6,761,185EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,713,527BOYAmt
EOY$884EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,609,600BOYAmt
EOY$8,183,256EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,250BOYAmt
EOY$782,651EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,250BOYAmt
EOY$782,651EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,604,350BOYAmt
EOY$7,242,225EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$158,380EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,604,350BOYAmt
EOY$7,400,605EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,609,600BOYAmt
EOY$8,183,256EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,508,966ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$221NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$1,712,490PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$72,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,786,594CurrentTaxYearMinus1YearAmt
Current Tax Year$6,116,483CurrentTaxYearAmt
Total$9,975,610TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$3,450CurrentTaxYearMinus1YearAmt
Current Tax Year$28,081CurrentTaxYearAmt
Total$31,531TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$72,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,790,044CurrentTaxYearMinus1YearAmt
Current Tax Year$6,144,564CurrentTaxYearAmt
Total$10,007,141TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$70,632CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,512,390CurrentTaxYearMinus1YearAmt
Current Tax Year$1,105,591CurrentTaxYearAmt
Total$4,688,613TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year$49,927CurrentTaxYearAmt
Total$49,927TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$70,632CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,512,390CurrentTaxYearMinus1YearAmt
Current Tax Year$1,155,518CurrentTaxYearAmt
Total$4,738,540TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,268,601PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$62CurrentTaxYearMinus1YearAmt
Current Tax Year$68CurrentTaxYearAmt
Total$130TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$62CurrentTaxYearMinus1YearAmt
Current Tax Year$68CurrentTaxYearAmt
Total$130TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$72,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,790,106CurrentTaxYearMinus1YearAmt
Current Tax Year$6,144,632CurrentTaxYearAmt
Total$10,007,271TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind
Public Support CY5090.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct

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)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,581,828OtherCostOrOtherBasisAmt
Book Value$1,581,828BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,179,357OtherCostOrOtherBasisAmt
Book Value$5,179,357BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,761,185TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescFederal income taxesDesc
FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$6,146,869TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$221NetUnrealizedGainsInvstAmt
Other Revenue$6,910OtherRevenueAmt
Revenue Not Reported$6,689RevenueNotReportedAmt
Revenue Subtotal$6,140,180RevenueSubtotalAmt
Total Revenue Per Form990$6,140,180TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$638,124TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,910OtherExpensesIncludedAmt
Expenses Not Reported$6,910ExpensesNotReportedAmt
Expenses Subtotal$631,214ExpensesSubtotalAmt
Total Expenses Per Form990$631,214TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
XI 2dSpecial Event Expense 6,910
XII 2dSpecial Event Expense 6,910

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndRetained By ContractorRetainedByContractorAmt
Sabljak & Budish
4550 South 119th StreetGreenfieldWI53228Donor Developmentfalse$49,409
Momentum NonProfit Strategies
5159 N Hollywood AveWhitefish BayWI53217Fund Raisingfalse$22,194
FieldValueIRS element (for citing)
Total Retained By Contractors$71,603TotalRetainedByContractorsAmt
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Ceremony/GalasEvent1Nm
Gross Receipts Event1$248,900GrossReceiptsEvent1Amt
Charitable Contri Event1$225,137CharitableContriEvent1Amt
Gross Revenue Event1$23,763GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,526RentFacilityCostsEvent1Amt
Food And Beverage Event1$18,946FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$9,201OtherDirectExpensesEvent1Amt
Gross Receipts Total$248,900GrossReceiptsTotalAmt
Charitable Contributions Tot$225,137CharitableContributionsTotAmt
Gross Revenue Total Events$23,763GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$2,526RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$18,946FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$9,201OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$30,673DirectExpenseSummaryEventsAmt
Net Income Summary-$6,910NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Pat Boelter
Director$109,036Marketing/Graphic Design/Printingfalse
Susan Marriott
VP/Secretary$484,387Concrete Masonaryfalse

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV Line 2bDirector and President of Signature Services Group, LLC which provided marketing, graphic design, mailings and print work
Part IV Line 3bVP/Secretary and Spouse of owner of Marriott Construction which provided masonary and concrete work to J21

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Stone/Patio Materials2$52,792Donor FMV
Yes (X)Construction of Enrichment Center1$96,688Donor FMV
Yes (X)Direct Pmt to Third Party Vendor1$8,903Amount Paid
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11aThe Executive Director, President and Treasurer review the 990 prior to filing.
Form 990, Part VI, Section B, Line 15bCompensation for key employees is discussed and reviewed during board meetings and is included in the annual budget.
Form 990, Part VI, Section C, Line 19Governing documents, conflict of interest policy and financial statements will be made available to the public upon request.
Form 990, Part VI, Section B, Line 12cAnnually the Organization requires a conflict of interest disclosure form to be completed by board members. Any relationships or transactions in which a conflict exists, that board member abstains from voting in the proposed transaction. The governing board of disinterested directors by a majority vote will determine if the transaction is in the Organizations best interest.
Form 990, Part IX, Line 11gOther Professional Services 53,822 was paid to a nonprofit consulting organization to assist Journey 21 in establishing its business model for developing a community enrichment center and residential community for individuals with developmental disabilities. 7,912 was paid to a program director prior to hiring on as an employee. 13,098 was paid for other consulting services.
Form 990, Part XI, Line 8Prior Period Adjustment During the 2022 audit it was determined that one of the investment funds held at the Waukesha Community Foundation should not have been included on J21s financial statements for the year end 12/31/2021. The value of the investment as of this date was removed from the books 1,712,490.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Jouney21 Services LLC
W229N2512 Duplainville RdWaukeshaWI53186873864132Operate Enrichment CenterWI$97,319$90,366Journey 21 Inc
The Journey at Pabst Farms LLC
W229N2512 Duplainville RdWaukeshaWI53186873787306Realestate Holding CoWI$32,940$2,534,587Journey 21 Inc
Journey21 Enrichment Center LLC
W229N2512 Duplainville RdWaukeshaWI53186873800810Own Enrichment CenterWI$116,540$4,249,788Journey 21 Inc

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