EPILEPSY FOUNDATION OF WISCONSIN INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EPILEPSY FOUNDATION OF WISCONSIN INC (EIN 39-1370658)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349305099
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T11:52:15-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390747409 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REILLY PENNER & BENTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 NORTH MAYFAIR RD SUITE 302 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391370658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPILEPSY FOUNDATION HEART OF WISCONSIN | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIL | BusinessNameControlTxt |
| Phone | 6084425555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 MENDOTA STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE WILLING | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6084425555 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL JOYCE | PreparerPersonNm |
| PTIN | P01001488 | PTIN |
| Phone | 4142717800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE WILLING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 MENDOTA STREET | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $404,603 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EPILEPSYWISONSIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE EPILEPSY FOUNDATION HEART OF WISCONSIN LEADS THE FIGHT TO STOP SEIZURES, FIND A CURE AND OVERCOME THE CHALLENGES CREATED BY EPILEPSY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 351 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $267,918 | PYContributionsGrantsAmt |
| CY Contributions Grants | $294,348 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,413 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,581 | CYProgramServiceRevenueAmt |
| PY Investment Income | $120 | PYInvestmentIncomeAmt |
| CY Investment Income | $148 | CYInvestmentIncomeAmt |
| PY Other Revenue | $81,227 | PYOtherRevenueAmt |
| CY Other Revenue | $89,736 | CYOtherRevenueAmt |
| PY Total Revenue | $362,678 | PYTotalRevenueAmt |
| CY Total Revenue | $395,813 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $262,675 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $249,410 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $44,795 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $173,829 | PYOtherExpensesAmt |
| CY Other Expenses | $161,198 | CYOtherExpensesAmt |
| PY Total Expenses | $436,504 | PYTotalExpensesAmt |
| CY Total Expenses | $410,608 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$73,826 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,795 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $190,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,469 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,716 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $158,538 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $175,592 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EPILEPSY FOUNDATION HEART OF WISCONSIN LEADS THE FIGHT TO STOP SEIZURES, FIND A CURE AND OVERCOME THE CHALLENGES CREATED BY EPILEPSY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $174,766 | ExpenseAmt |
| Desc | CLIENT SERVICES - THE FOUNDATION SERVED 2,990 DIRECT CLIENTS DURING THE YEAR ENDED 6/30/16. DURING THE YEAR, THE FOUNDATION SPONSORED 11 EDUCATIONAL DINNER MEETINGS THROUGHOUT THE SERVICE AREA WHICH WERE ATTENDED BY 330 CONSUMERS. THE FOUNDATION SERVED 1,583 CLIENTS THROUGH SUPPORT GROUPS DURING THE YEAR. IN SEPTEMBER AND OCTOBER, 2015, THE FOUNDATION CONDUCTED STUDIOE, A SIX-WEEK ART THERAPY PROGRAM, FOR 22 ADULTS WITH EPILEPSY. THE FOUNDATION CONDUCTED A WEEK-LONG RESIDENTIAL SUMMER CAMP FOR KIDS AND HAD 24 CHILDREN FROM OUR SERVICE AREA ATTEND, AN ADULT RETREAT WITH 38 ATTENDEES FROM OUR AREA, AND A DAY OF PROGRAMMING FOR BROTHERS AND SISTERS OF KIDS WITH DISABILITIES, WITH 28 IN ATTENDANCE. THE FOUNDATION SENT STAFF AND A VOLUNTEER FAMILY TO "TEENS SPEAK UP", A PUBLIC POLICY INSTITUTE, IN WASHINGTON, DC IN APRIL 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $83,960 | ExpenseAmt |
| Desc | PUBLIC HEALTH EDUCATION - THE FOUNDATION CONDUCTED PUBLIC HEALTH EDUCATION, WHICH REACHED 1,327 SCHOOL-AGED CHILDREN. THE FOUNDATION CONDUCTED EMPLOYER TRAINING PROGRAMS FOR 137 PEOPLE. 359 SCHOOL NURSES RECEIVED AT LEAST ONE HOUR OF SEIZURE AWARENESS AND FIRST AID TRAINING AND 490 SCHOOL PERSONNEL RECEIVED 1 HOUR OF SEIZURE RECOGNITION AND FIRST AID TRAINING. DURING THE YEAR ENDED 6/30/16, 128 INDIVIDUALS RECEIVED "HOPE MENTOR" TRAINING. THE FOUNDATION CONDUCTED OTHER SEIZURE RECOGNITION AND FIRST AID TRAINING, REACHING 2,075 ADULTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,917 | ExpenseAmt |
| Desc | COMMUNITY SERVICES - THE FOUNDATION INCLUDED PARTICIPATION IN COALITION ORGANIZATIONS, DEVELOPMENTAL DISABILITIES COUNCILS, SURVIVAL GROUPS AND UNITED WAY AGENCY EXECUTIVE GROUPS WHICH BENEFIT PEOPLE AND FAMILIES WITH EPILEPSY OR THE DISABILITY COMMUNITY IN GENERAL. MUCH COMMUNITY SERVICE IS ADVOCACY RELATED AND INVOLVES COLLABORATION WITH OTHER DISABILITY GROUPS AND HUMAN SERVICE PROVIDERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,881 | ExpenseAmt |
| Revenue | $6,070 | RevenueAmt |
| Desc | DURING THE YEAR ENDED 6/30/16, THE FOUNDATION CONDUCTED THE ADVANCES IN EPILEPSY TREATMENT CONFERENCE ON THE CAMPUS OF THE MARSHFIELD CLINIC ATTENDED BY 96 PEOPLE. IN OCTOBER OF 2015 TWO STAFF ATTENDED A CDC SKILL BUILDING TRAINING CONFERENCE IN SAN ANTONIO, TX. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $36,881 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $6,070 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $336,524 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | 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 | MELISSA CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7153415811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1004 FIRST STREET STE 5 | AddressLine1Txt |
| City | STEVENS POINT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54481 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JENNIFER BENISHEK | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| LINDA BEST | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| JIM FERK | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| DORIS OLANDER | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| WALTER KAO | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| BARB MULLEN | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| LORI SORGE | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER STUCKERT | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| JEREMIAH HASSELL | ||||||
| CHAIR | 0.80 | $0 | $0 | $0 | Yes (X) | |
| STEPHANIE WILLING | ||||||
| VICE CHAIR | 0.80 | $0 | $0 | $0 | Yes (X) | |
| TY WEIMER | ||||||
| SECRETARY | 0.80 | $0 | $0 | $0 | Yes (X) | |
| TOM MCCARRIER | ||||||
| TREASURER | 0.80 | $0 | $0 | $0 | Yes (X) | |
| ART TAGGART | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $36,000 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $36,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $63,729 | FederatedCampaignsAmt |
| Government Grants | $124,855 | GovernmentGrantsAmt |
| All Other Contributions | $105,764 | AllOtherContributionsAmt |
| Total Contributions | $294,348 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION CONFERENCE | 900099 | $6,070 | $6,070 |
| FISCAL AGENT FEES | 900099 | $5,511 | $5,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,581 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $89,456 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $8,790 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,666 | TotalRevenueColumnAmt |
| Exclusion | $80,666 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,070 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,070 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $395,813 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,799 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,666 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $34,331 | ProgramServicesAmt |
| Management And General | $3,028 | ManagementAndGeneralAmt |
| Fundraising | $4,641 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,690 | TotalAmt |
| Program Services | $145,243 | ProgramServicesAmt |
| Management And General | $12,813 | ManagementAndGeneralAmt |
| Fundraising | $19,634 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,537 | TotalAmt |
| Program Services | $10,248 | ProgramServicesAmt |
| Management And General | $904 | ManagementAndGeneralAmt |
| Fundraising | $1,385 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,183 | TotalAmt |
| Program Services | $14,045 | ProgramServicesAmt |
| Management And General | $1,239 | ManagementAndGeneralAmt |
| Fundraising | $1,899 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,253 | TotalAmt |
| Program Services | $9,199 | ProgramServicesAmt |
| Management And General | $811 | ManagementAndGeneralAmt |
| Fundraising | $1,243 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,476 | TotalAmt |
| Program Services | $2,841 | ProgramServicesAmt |
| Management And General | $251 | ManagementAndGeneralAmt |
| Fundraising | $384 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,301 | TotalAmt |
| Program Services | $14,142 | ProgramServicesAmt |
| Management And General | $1,247 | ManagementAndGeneralAmt |
| Fundraising | $1,912 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,318 | TotalAmt |
| Program Services | $27,234 | ProgramServicesAmt |
| Management And General | $2,402 | ManagementAndGeneralAmt |
| Fundraising | $3,682 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,736 | TotalAmt |
| Program Services | $10,411 | ProgramServicesAmt |
| Management And General | $918 | ManagementAndGeneralAmt |
| Fundraising | $1,407 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,618 | TotalAmt |
| Program Services | $12,766 | ProgramServicesAmt |
| Management And General | $1,126 | ManagementAndGeneralAmt |
| Fundraising | $1,726 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82 | TotalAmt |
| Management And General | $82 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,025 | TotalAmt |
| Program Services | $16,368 | ProgramServicesAmt |
| Management And General | $1,444 | ManagementAndGeneralAmt |
| Fundraising | $2,213 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,220 | TotalAmt |
| Program Services | $5,901 | ProgramServicesAmt |
| Management And General | $521 | ManagementAndGeneralAmt |
| Fundraising | $798 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,436 | TotalAmt |
| Program Services | $9,347 | ProgramServicesAmt |
| Management And General | $825 | ManagementAndGeneralAmt |
| Fundraising | $1,264 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $16,721 | $13,893 | $1,103 | $1,725 |
| CLIENT SERVICES | $7,905 | $6,461 | $570 | $874 |
| RESPITE CARE | $4,033 | $4,033 | ||
| LICENSES & PERMITS | $74 | $61 | $5 | $8 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,608 | TotalAmt |
| Program Services | $336,524 | ProgramServicesAmt |
| Management And General | $29,289 | ManagementAndGeneralAmt |
| Fundraising | $44,795 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,650 | BOYAmt |
| EOY | $105,907 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502 | BOYAmt |
| EOY | $502 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,498 | BOYAmt |
| EOY | $29,045 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,621 | BOYAmt |
| EOY | $36,878 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474 | BOYAmt |
| EOY | $474 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,153 | BOYAmt |
| EOY | $13,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,879 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,053 | BOYAmt |
| EOY | $15,833 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,056 | BOYAmt |
| EOY | $1,594 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,007 | BOYAmt |
| EOY | $203,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,444 | BOYAmt |
| EOY | $15,769 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,389 | BOYAmt |
| EOY | $3,873 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,636 | BOYAmt |
| EOY | $8,074 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,469 | BOYAmt |
| EOY | $27,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,040 | BOYAmt |
| EOY | $152,742 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,498 | BOYAmt |
| EOY | $22,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,538 | BOYAmt |
| EOY | $175,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,007 | BOYAmt |
| EOY | $203,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$14,795 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$461 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $32,310 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $350,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $509,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $294,348 | CurrentTaxYearAmt |
| Total | $1,717,802 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $350,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $509,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $294,348 | CurrentTaxYearAmt |
| Total | $1,717,802 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,717,802 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148 | CurrentTaxYearAmt |
| Total | $553 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $9,070 | CurrentTaxYearAmt |
| Total | $15,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,733,602 | TotalSupportAmt |
| Public Support CY170 | 0.99090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $6,636 | BeginningBalanceAmt |
| Additions During Year | $176,636 | AdditionsDuringYearAmt |
| Distributions During Year | $175,198 | DistributionsDuringYearAmt |
| Ending Balance | $8,074 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,712 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,879 | DepreciationAmt |
| Book Value | $15,833 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,833 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ROCK COUNTY DEVELOPMENTAL DISABILITIES BOARD (THE ROCK COUNTY D.D. BOARD) HAS CONTRACTED WITH THE FOUNDATION TO SERVE AS THE FISCAL AGENT FOR AN ADMINISTRATION SOCIAL AND MENTAL HYGIENE SERVICES PROGRAM. THE FOUNDATION IS REIMBURSED FOR ALL EXPENDITURES INCURRED BY THE ROCK COUNTY D.D. BOARD, ALONG WITH A 10% ADMINISTRATION FEE. BECAUSE THE FOUNDATION SERVES ONLY AS A FISCAL AGENT FOR THE PROGRAM, NO REVENUE OR EXPENSE OTHER THAN THE ADMINISTRATIVE FEE INCOME IS REFLECTED IN THE STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2016. |
| PART X, LINE 2: | THE FOUNDATION IS QUALIFIED AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE FOUNDATION, AS A NOT-FOR-PROFIT ORGANIZATION, IS EXEMPT FROM STATE AND LOCAL INCOME TAXES AND HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION FOR DONORS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMER STROLL - WAUSAU | Event1Nm |
| Gross Receipts Event1 | $16,700 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,700 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $958 | OtherDirectExpensesEvent1Amt |
| Event2 | BOWLING EVENT | Event2Nm |
| Gross Receipts Event2 | $11,555 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,555 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $74 | RentFacilityCostsEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $61,201 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $61,201 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,758 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $89,456 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $89,456 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $74 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,716 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,790 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $80,666 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE AUDIT COMMITTEE AND THE BOARD CHAIR. THE ENTIRE BOARD RECEIVED A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY STATES THAT NO MEMBER OF THE BOARD OF DIRECTORS OR THEIR IMMEDIATE FAMILY MAY ENGAGE IN BUSINESS TRANSACTIONS WITH THE EPILEPSY FOUNDATION HEART OF WISCONSIN FOR PROFIT, THAT PAID MEMBERS OF THE EPILEPSY FOUNDATION HEART OF WISCONSIN'S STAFF MAY NOT SERVE ON THE BOARD OF DIRECTORS, AND THAT MEMBERS OF THE BOARD OF DIRECTORS RECEIVE NO COMPENSATION, EXCEPT FOR REIMBURSEMENT OF EXPENSES INCURRED ON BOARD OF DIRECTOR BUSINESS. THE POLICY IS ANNUALLY REVIEWED AT THE FIRST MEETING OF THE YEAR. IF A CONFLICT OF INTEREST ARISES, THE CONFLICTED BOARD MEMBER IS ASKED TO RESIGN FROM HIS/HER POSITION. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR, THE ORGANIZATION PARTICIPATES IN A UNITED WAY WAGE AND BENEFITS SURVEY OF DANE COUNTY NONPROFIT ORGANIZATIONS. IT ALSO USES OTHER COMPARATIVE DATA THAT MAY BE AVAILABLE THROUGH THE NATIONAL OFFICE OR THE ASSOCIATION OF FUNDRAISING PROFESSIONALS. THE GOVERNANCE COMMITTEE CONDUCTS THIS REVIEW ANNUALLY AND RECOMMENDS TO THE BOARD OF DIRECTORS CHANGES OR INCREASES TO THE EXECUTIVE DIRECTOR'S COMPENSATION. THE GOVERNANCE COMMITTEE MEMBERS DECIDE ON AN EVALUATION FORM AND CONTACT INDIVIDUAL BOARD MEMBERS TO COLLECT EVERYONE'S EVALUATION. THESE ARE COMPILED INTO AN EVALUATION DOCUMENT FOR PRESENTATION TO THE EXECUTIVE DIRECTOR AND INCLUSION INTO HIS EMPLOYMENT FILE. THE BOARD'S RECOMMENDATION FOR SALARY ADJUSTMENTS IS MADE IN THIS DOCUMENT AND AGREED TO BY THE EXECUTIVE DIRECTOR AT A REGULARLY SCHEDULED BOARD MEETING. THE BOARD MAY GO INTO EXECUTIVE SESSION BRIEFLY TO MAKE ANY NECESSARY DELIBERATIONS. THE LAST SALARY REVIEW FOR THE EXECUTIVE DIRECTOR WAS OCTOBER 18, 2012. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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