KATHYS HOUSE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KATHYS HOUSE INC (EIN 39-2022115)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349302369
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T11:45:25-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Leary & Anick | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11933 W Burleigh Street Ste 100 | AddressLine1Txt |
| City | Wauwatosa | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392022115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kathy's House Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 4144538290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 North 103rd Street | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Metropulos | PersonNm |
| Person Title | President CEO | PersonTitleTxt |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Daws | PreparerPersonNm |
| Phone | 4147740300 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.52.45.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 17:44:53 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1915293EB6197724CAFE3E01645496144BA3E562 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1915293EB6197724CAFE3E01645496144BA3E562 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marilyn Thiet | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 North 103rd Street | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,921,837 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | kathys-house.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Kathys House is a hospital guest house committed to providing affordable lodging and caring support in a home away from home environment for patients and their families who need to travel to Milwaukee for medical care | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 420 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $943,869 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,632,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $181,116 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $169,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,200 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,048 | CYInvestmentIncomeAmt |
| PY Other Revenue | $134,776 | PYOtherRevenueAmt |
| CY Other Revenue | $9,241 | CYOtherRevenueAmt |
| PY Total Revenue | $1,285,961 | PYTotalRevenueAmt |
| CY Total Revenue | $2,848,741 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $304,886 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $371,400 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $114,400 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $283,842 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $353,189 | PYOtherExpensesAmt |
| CY Other Expenses | $429,350 | CYOtherExpensesAmt |
| PY Total Expenses | $772,475 | PYTotalExpensesAmt |
| CY Total Expenses | $800,750 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $513,486 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,047,991 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,599,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,711,432 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,106 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,552,316 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,655,326 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Kathys House is a hospital guest house committed to providing affordable lodging and caring support in a home away from home environment for patients and their families who need to travel to Milwaukee for medical care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $496,171 | ExpenseAmt |
| Revenue | $169,767 | RevenueAmt |
| Desc | Provided lodging for individuals and families during extended hospital stays. | Desc |
| Total Program Service Expenses | $496,171 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Leary Anick | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147740300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11933 W Burleigh Street | AddressLine1Txt |
| City | Wauwatosa | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| Patricia Metropulos | ||||||
| President CEO | 040.00 | Yes (X) | $70,212 | $0 | $10,322 | |
| Glen Van Fossen | ||||||
| Past Chair | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Marilyn Thiet | ||||||
| Chair | 004.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Tina Curtis | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Patrick McGarry 2020 | ||||||
| Treasurer | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Jack Anick | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Melinda Lanham | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Anthony Anzelmo | ||||||
| Secretary | 004.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Carolyn Bellin | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Sue Derus | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Mark Filla 2019 | ||||||
| Treasurer | 004.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Elizabeth Forman | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Ran Hoth | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Malika Siker | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Renae MacCudden | ||||||
| Emeritus Member | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Kathy Sieja | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Bill Severson | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Mona Theobald | ||||||
| Vice Chair | 004.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Laura Vogel Woods | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| John Balzer | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Abby Brzezinski | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Ritika Singh | ||||||
| Director | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Herb Ayres | ||||||
| Emeritus Member | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Mike Bennett | ||||||
| Emeritus Member | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Daniel Chaudoir | ||||||
| Emeritus Member | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Elaine Hoth | ||||||
| Emeritus Member | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Marty Kraninger | ||||||
| Emeritus Member | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Judy Vogel | ||||||
| Emeritus Member | 004.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $70,212 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $10,322 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Camillus Health Systems Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N 103rd Street | AddressLine1Txt |
| City | Wauwatosa | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Rent | ServicesDesc |
| Compensation | $119,555 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $129,263 | FundraisingAmt |
| All Other Contributions | $2,503,422 | AllOtherContributionsAmt |
| Total Contributions | $2,632,685 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Guest Contributions | Desc |
| Total Revenue Column | $169,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $169,767 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $169,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,048 | TotalRevenueColumnAmt |
| Exclusion | $37,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $73,365 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $129,263 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,096 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $269 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Total Revenue Column | $8,972 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,972 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,972 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,848,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $178,739 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $37,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,534 | TotalAmt |
| Program Services | $11,275 | ProgramServicesAmt |
| Management And General | $12,080 | ManagementAndGeneralAmt |
| Fundraising | $57,179 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,305 | TotalAmt |
| Program Services | $147,928 | ProgramServicesAmt |
| Management And General | $2,024 | ManagementAndGeneralAmt |
| Fundraising | $96,353 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,880 | TotalAmt |
| Program Services | $5,880 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,456 | TotalAmt |
| Program Services | $13,536 | ProgramServicesAmt |
| Fundraising | $920 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,225 | TotalAmt |
| Program Services | $11,983 | ProgramServicesAmt |
| Management And General | $989 | ManagementAndGeneralAmt |
| Fundraising | $11,253 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,500 | TotalAmt |
| Program Services | $23,082 | ProgramServicesAmt |
| Management And General | $1,418 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,199 | TotalAmt |
| Program Services | $42,741 | ProgramServicesAmt |
| Fundraising | $82,458 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,127 | TotalAmt |
| Program Services | $20,838 | ProgramServicesAmt |
| Management And General | $28 | ManagementAndGeneralAmt |
| Fundraising | $7,261 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,556 | TotalAmt |
| Program Services | $117,164 | ProgramServicesAmt |
| Management And General | $1,196 | ManagementAndGeneralAmt |
| Fundraising | $1,196 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,842 | TotalAmt |
| Program Services | $6,509 | ProgramServicesAmt |
| Management And General | $1,298 | ManagementAndGeneralAmt |
| Fundraising | $5,035 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,262 | TotalAmt |
| Program Services | $7,116 | ProgramServicesAmt |
| Management And General | $73 | ManagementAndGeneralAmt |
| Fundraising | $73 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,905 | TotalAmt |
| Program Services | $9,707 | ProgramServicesAmt |
| Management And General | $99 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Utilities | $28,117 | $27,591 | $263 | $263 |
| Telephone | $8,368 | $8,274 | $47 | $47 |
| Postage | $5,787 | $5,699 | $44 | $44 |
| Printing | $44,395 | $25,753 | $421 | $18,221 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,292 | TotalAmt |
| Program Services | $11,095 | ProgramServicesAmt |
| Management And General | $757 | ManagementAndGeneralAmt |
| Fundraising | $3,440 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,750 | TotalAmt |
| Program Services | $496,171 | ProgramServicesAmt |
| Management And General | $20,737 | ManagementAndGeneralAmt |
| Fundraising | $283,842 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,308,141 | BOYAmt |
| EOY | $2,603,335 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,838,321 | BOYAmt |
| EOY | $6,579,926 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,447 | BOYAmt |
| EOY | $13,769 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,842 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $167,225 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,034 | BOYAmt |
| EOY | $28,617 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,904 | BOYAmt |
| EOY | $485,785 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,599,847 | BOYAmt |
| EOY | $9,711,432 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,531 | BOYAmt |
| EOY | $56,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,531 | BOYAmt |
| EOY | $56,106 | 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 | $658,845 | BOYAmt |
| EOY | $829,567 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,893,471 | BOYAmt |
| EOY | $8,825,759 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,552,316 | BOYAmt |
| EOY | $9,655,326 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,599,847 | BOYAmt |
| EOY | $9,711,432 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,047,991 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $55,019 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $473,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $579,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $694,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $943,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,632,954 | CurrentTaxYearAmt |
| Total | $5,324,257 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $312,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,767 | CurrentTaxYearAmt |
| Total | $997,221 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $689,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $997,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,256,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,802,721 | CurrentTaxYearAmt |
| Total | $6,321,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,321,478 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,048 | CurrentTaxYearAmt |
| Total | $156,125 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,048 | CurrentTaxYearAmt |
| Total | $156,125 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,972 | CurrentTaxYearAmt |
| Total | $15,713 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $582,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $710,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,065,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,285,961 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,848,741 | CurrentTaxYearAmt |
| Total | $6,493,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97350 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96610 | PublicSupportPY509Pct |
| Investment Income CY | 0.02400 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,789 | DepreciationAmt |
| Book Value | $15,479 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,523 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,913 | DepreciationAmt |
| Book Value | $13,138 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,617 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $2,903,760 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $55,019 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $55,019 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,848,741 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,848,741 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $800,750 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $800,750 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $800,750 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McDonald Schaefer LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 342 N Water Street Suite 600 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Capital Campaign Consulting | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $56,940 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $56,940 | TotalRetainedByContractorsAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $135,414 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $129,263 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,151 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $21,301 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,249 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf | Event2Nm |
| Gross Receipts Event2 | $26,770 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $26,770 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,748 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,730 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,500 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $40,444 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $40,444 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $9,331 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $7,832 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,405 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $202,628 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $129,263 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,365 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $33,380 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,562 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,154 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,096 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $269 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b | Completed tax forms are submitted to the CEO and the Board of Directors for final review, prior to filing. |
| Form 990, Part VI, Line 12c | An annual review is done to ensure complicance with the policy. |
| Form 990, Part VI, Line 15a | The Board meets annually to determine and set the compensation. |
| Form 990, Part VI, Line 19 | Upon request, copies of these documents are made available and sent to the requestor. |
| Form 990, Part VI, Line 15b | The Board meets annually to set the compensation. |
| Form 990, Part IX, Line 11g | Other Professional Fees Consists of the following Laundry 9543, Marketing 46,857, Fund-raising Counsel 56,940, Grant Writing 8700, and IT Consulting 3159. |
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