EPILEPSY FOUNDATION OF WISCONSIN INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EPILEPSY FOUNDATION OF WISCONSIN INC (EIN 39-1370658)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349301718
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-14T08:34:43-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390747409 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REILLY PENNER & BENTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 NORTH MAYFAIR RD SUITE 302 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532263255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391370658 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPILEPSY FOUNDATION HEART OF WISCONSIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIL | NameControl |
| Phone | 6084425555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 MENDOTA STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53714 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WARREN LA DUKE | Name |
| Title | PRESIDENT | Title |
| Phone | 6084425555 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL JOYCE | Name |
| PTIN | P01001488 | PTIN |
| Phone | 4142717800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WARREN LA DUKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1302 MENDOTA STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 605515 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | EPILEPSYWISONSIN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | THE EPILEPSY FOUNDATION HEART OF WISCONSIN LEADS THE FIGHT TO STOP SEIZURES, FIND A CURE AND OVERCOME THE CHALLENGES CREATED BY EPILEPSY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 362555 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 480757 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16555 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25640 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4487 | InvestmentIncomePriorYear |
| Investment Income Current Year | 90 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 51281 | OtherRevenuePriorYear |
| Other Revenue Current Year | 55371 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 434878 | TotalRevenuePriorYear |
| Total Revenue Current Year | 561858 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 296647 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 296112 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 25295 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 137918 | OtherExpensePriorYear |
| Other Expenses Current Year | 178441 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 434565 | TotalExpensesPriorYear |
| Total Expenses Current Year | 474553 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 313 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 87305 | RevenuesLessExpensesCY |
| Total Assets BOY | 183266 | TotalAssetsBOY |
| Total Assets EOY | 278026 | TotalAssetsEOY |
| Total Liabilities BOY | 28805 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36142 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 154461 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 241884 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE EPILEPSY FOUNDATION HEART OF WISCONSIN LEADS THE FIGHT TO STOP SEIZURES, FIND A CURE AND OVERCOME THE CHALLENGES CREATED BY EPILEPSY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 187134 | Expense |
| Description | CLIENT SERVICES - THE FOUNDATION SERVED 3,121 DIRECT CLIENTS DURING THE YEAR ENDED 6/30/13. DURING THE YEAR, THE FOUNDATION SPONSORED 10 EDUCATIONAL DINNER MEETINGS THROUGHOUT THE SERVICE AREA. THE FOUNDATION SERVED 897 CLIENTS THROUGH SUPPORT GROUPS DURING THE YEAR. IN OCTOBER, 2012 THE FOUNDATION HELD ITS FIRST ART THERAPY PROGRAM. THE FOUNDATION ADMINISTERED A SUMMER CAMP FOR KIDS, AN ADULT RETREAT, AND A DAY OF PROGRAMMING FOR BROTHERS AND SISTERS OF KIDS WITH DISABILITIES. LASTLY, THE FOUNDATION SENT STAFF AND A VOLUNTEER FAMILY TO "KIDS SPEAK UP", A PUBLIC POLICY INSTITUTE, IN WASHINGTON, DC. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 139651 | Expense |
| Revenue | 16590 | Revenue |
| Description | PUBLIC HEALTH EDUCATION - THE FOUNDATION CONDUCTED PUBLIC HEALTH EDUCATION, WHICH REACHED 1,570 SCHOOL-AGED CHILDREN. THE FOUNDATION CONDUCTED AN EMPLOYER TRAINING PROGRAM WITH AN ATTENDANCE OF 378 PEOPLE. 64 PEOPLE ATTENDED THE FOUNDATION'S EMT/FIRST RESPONDER TRANING PROGRAM. DURING THE YEAR ENDED 6/30/13, 419 INDIVIDUALS RECEIVED "HOPE MENTORING" TRAINING. THE FOUNDATION CONDUCTED SEIZURE RECOGNITION AND FIRST AID TRAININGS, WHICH REACHED 1,220 ADULTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45909 | Expense |
| Description | 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 OF COMMUNITY SERVICE IS ADVOCACY RELATED, BUT INVOLVES COLLABORATION WITH OTHER HUMAN SERVICE PROVIDERS AND GOVERNMENTAL UNITS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45460 | Expense |
| Description | PROFESSIONAL EDUCATION AND TRAINING - DURING THE YEAR ENDED 6/30/13, THE FOUNDATION CONDUCTED THE ADVANCES IN EPILEPSY TREATMENT CONFERENCE ON THE CAMPUS OF THE MARSHFIELD CLINIC. IN SEPTEMBER, 2012 STAFF ATTENDED THE CDC SKILL BUILDING TRAINING CONFERENCE IN CONJUCTION WITH THE NATIONAL OFFICE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 45460 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 418154 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA CLARK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7153415811 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1004 FIRST STREET STE 5 | AddressLine1 |
| City | STEVENS POINT | City |
| State | WI | State |
| ZIP Code | 54481 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JENNIFER BENISHEK | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| SHERRY BETTHAUSER | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| SARAH CARLSON | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| JEREMIAH HASSELL | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| RICHARD IHLENFELD | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| JOSEPH JARES | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| PETER MASANA | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| ALYSSA MARCELL | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| PATRICK MARCELL | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| TOM MCCARRIER | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| RUSTY MEYERS | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| MARTY MULLEN | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| LIN NEWMAN | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| SHELLEEN SCHMOLL | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| JOHN WALKER | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| STUART WALTONEN | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| DEBORAH WASTART | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| WARREN LA DUKE | ||||||
| PRESIDENT | 0.80 | 0 | 0 | 0 | X | |
| JULIE MARIE | ||||||
| VICE PRESIDENT | 0.80 | 0 | 0 | 0 | X | |
| LINDA BEST | ||||||
| SECRETARY | 0.80 | 0 | 0 | 0 | X | |
| JIM FERK | ||||||
| TREASURER | 0.80 | 0 | 0 | 0 | X | |
| ART TAGGART | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 48000 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 48000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 103793 | FederatedCampaigns |
| Membership Dues | 1179 | MembershipDues |
| Fundraising Events | 10945 | FundraisingEvents |
| Government Grants | 133546 | GovernmentGrants |
| All Other Contributions | 231294 | AllOtherContributions |
| Total Contributions | 480757 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATION CONFERENCE | 900099 | 16590 | 16590 |
| FISCAL AGENT FEES | 900099 | 9050 | 9050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25640 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2500 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2500 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 96528 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10945 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 43657 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52871 | TotalRevenueColumn |
| Exclusion | $52,871 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 561858 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28230 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $52,871 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48000 | Total |
| Program Services | 42283 | ProgramServices |
| Management And General | 3149 | ManagementAndGeneral |
| Fundraising | 2568 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210848 | Total |
| Program Services | 185737 | ProgramServices |
| Management And General | 13831 | ManagementAndGeneral |
| Fundraising | 11280 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13979 | Total |
| Program Services | 12314 | ProgramServices |
| Management And General | 917 | ManagementAndGeneral |
| Fundraising | 748 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23285 | Total |
| Program Services | 20512 | ProgramServices |
| Management And General | 1527 | ManagementAndGeneral |
| Fundraising | 1246 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5777 | Total |
| Program Services | 5089 | ProgramServices |
| Management And General | 379 | ManagementAndGeneral |
| Fundraising | 309 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2858 | Total |
| Program Services | 2518 | ProgramServices |
| Management And General | 187 | ManagementAndGeneral |
| Fundraising | 153 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21225 | Total |
| Program Services | 18697 | ProgramServices |
| Management And General | 1392 | ManagementAndGeneral |
| Fundraising | 1136 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52044 | Total |
| Program Services | 45844 | ProgramServices |
| Management And General | 3416 | ManagementAndGeneral |
| Fundraising | 2784 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17639 | Total |
| Program Services | 15538 | ProgramServices |
| Management And General | 1157 | ManagementAndGeneral |
| Fundraising | 944 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17425 | Total |
| Program Services | 15350 | ProgramServices |
| Management And General | 1143 | ManagementAndGeneral |
| Fundraising | 932 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93 | Total |
| Management And General | 93 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6898 | Total |
| Program Services | 6076 | ProgramServices |
| Management And General | 453 | ManagementAndGeneral |
| Fundraising | 369 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2109 | Total |
| Program Services | 1858 | ProgramServices |
| Management And General | 138 | ManagementAndGeneral |
| Fundraising | 113 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10363 | Total |
| Program Services | 9129 | ProgramServices |
| Management And General | 680 | ManagementAndGeneral |
| Fundraising | 554 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STIPENDS | 21317 | 21317 | ||
| CLIENT SERVICES | 15095 | 13297 | 990 | 808 |
| LICENSES & PERMITS | 504 | 444 | 33 | 27 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5094 | Total |
| Program Services | 2151 | ProgramServices |
| Management And General | 1619 | ManagementAndGeneral |
| Fundraising | 1324 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474553 | Total |
| Program Services | 418154 | ProgramServices |
| Management And General | 31104 | ManagementAndGeneral |
| Fundraising | 25295 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40746 | BOY |
| EOY | 75326 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6778 | BOY |
| EOY | 139338 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55617 | BOY |
| EOY | 42639 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64422 | BOY |
| EOY | 9339 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 474 | BOY |
| EOY | 474 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12139 | BOY |
| EOY | 7082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 95353 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 92865 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1868 | BOY |
| EOY | 2488 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1222 | BOY |
| EOY | 1340 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183266 | BOY |
| EOY | 278026 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20188 | BOY |
| EOY | 23344 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2620 | BOY |
| EOY | 1950 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5997 | BOY |
| EOY | 10848 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28805 | BOY |
| EOY | 36142 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117133 | BOY |
| EOY | 207512 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37328 | BOY |
| EOY | 34372 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154461 | BOY |
| EOY | 241884 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183266 | BOY |
| EOY | 278026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 87305 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 118 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 475133 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 335581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 300135 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350855 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469812 | CurrentTaxYear |
| Total | 1931516 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 475133 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 335581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 300135 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350855 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469812 | CurrentTaxYear |
| Total | 1931516 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1931516 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 63 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90 | CurrentTaxYear |
| Total | 4459 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7249 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5723 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2533 | CurrentTaxYearMinus1Year |
| Total | 25893 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1961868 | TotalSupport |
| Public Support Pertcentage170 | 0.98450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97810 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Beginning Balance | 5997 | BeginningBalance |
| Additions During Year | 184745 | AdditionsDuringYear |
| Distributions During Year | 179894 | DistributionsDuringYear |
| Ending Balance | 10848 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 95353 | OtherCostOrOtherBasis |
| Depreciation | 92865 | Depreciation |
| Book Value | 2488 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2488 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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, 2013. |
| 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. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INFORMATIONAL RETURN EXAMINATIONS FOR YEARS ENDING BEFORE JUNE 30, 2010. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LANCASTER WALK AND CASINO NIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 26943 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 26943 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 21941 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SUMMER STROLL - WAUSAU | NameOfEvent2 |
| Gross Receipts Event2 | 17770 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 17770 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 2209 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 62760 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 10945 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 51815 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 19507 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 107473 | GrossReceiptsTotal |
| Charitable Contributions Total | 10945 | CharitableContributionsTotal |
| Gross Revenue Total Events | 96528 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 43657 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 43657 | DirectExpenseSummaryEvents |
| Net Income Summary | 52871 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
Comments