JUNIOR ACHIEVEMENT OF WISCONSIN INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT OF WISCONSIN INC (EIN 39-0826295)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-29
- IRS object ID
- 201220899349301357
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-29T16:35:47-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHENCK SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE STE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390826295 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT OF WISCONSIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JUNI | NameControl |
| Phone | 4145773800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 WEST LIBERTY DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIM GREINERT | Name |
| Title | PRESIDENT | Title |
| Phone | 4145773800 | Phone |
| Date Signed | 2012-03-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARIN HARMS | Name |
| Phone | 4144634411 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | TIM GREINERT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 WEST LIBERTY DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6044531 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 1116 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JAWIS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 74 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 72 | NbrIndependentVotingMembers |
| Total Nbr Employees | 68 | TotalNbrEmployees |
| Total Nbr Volunteers | 6151 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8045724 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5117779 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 44852 | InvestmentIncomePriorYear |
| Investment Income Current Year | 218525 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -179471 | OtherRevenuePriorYear |
| Other Revenue Current Year | -358980 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7911105 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4977324 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2650 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2310222 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2591865 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 262515 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1232760 | OtherExpensePriorYear |
| Other Expenses Current Year | 1599912 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3545632 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4193777 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4365473 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 783547 | RevenuesLessExpensesCY |
| Total Assets BOY | 15005611 | TotalAssetsBOY |
| Total Assets EOY | 17038715 | TotalAssetsEOY |
| Total Liabilities BOY | 330786 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 617204 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14674825 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16421511 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | JUNIOR ACHIEVEMENT OF WISCONSIN, INC. SERVES A FRANCHISED AREA OF JUNIOR ACHIEVEMENT WORLDWIDE, INC. THE ORGANIZATION WAS CREATED FOR THE PURPOSE OF ENHANCING WISCONSIN'S ECONOMIC VITALITY BY PROVIDING YOUNG PEOPLE AND THE CHANGING WORKFORCE WITH EXPERIENCE-BASED ECONOMIC EDUCATION THROUGH PARTNERSHIPS THAT ARE RESPONSIVE TO BUSINESS, EDUCATION, AND COMMUNITY NEEDS. THE ORGANIZATION EDUCATES AND INSPIRES YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS AND BECOME BETTER PREPARED FOR THE WORKFORCE THROUGH A VARIETY OF PROGRAMS SPECIFICALLY DEVELOPED FOR VARIOUS AGE GROUPS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 518794 | Expense |
| Grants | 2000 | Grants |
| Description | HIGH SCHOOL PROGRAMS - HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTERS SKILLS THAT WILL BE HIGHLY USEFUL IN THE REAL WORLD. VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. 21,168 STUDENTS IN 1,070 CLASSES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 675846 | Expense |
| Description | MIDDLE GRADE PROGRAMS - PROGRAMS REINFORCE THE VALUE OF WORK READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY. STUDENTS ARE INTRODUCED TO MANY ECONOMIC CONCEPTS AND USEFUL FACTS ABOUT THE WORKING WORLD. 28,064 STUDENTS IN 1,265 CLASSES | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1935062 | Expense |
| Description | ELEMENTARY SCHOOL PROGRAMS - THE FOUNDATION OF K-12 CURRICULUM: SIX SEQUENTIAL THEMES, EACH WITH FIVE HANDS-ON ACTIVITIES, WORK TO CHANGE STUDENTS' LIVES BY HELPING THEM UNDERSTAND BUSINESS, ECONOMICS AND HOW EDUCATION IS RELEVANT IN THE WORKPLACE. 115,165 STUDENTS IN 5,584 CLASSES | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 490077 | Expense |
| Description | JA BIZTOWN AND JA FINANCE PARK ARE REALITY-BASED, HANDS-ON LEARNING PROGRAMS. THE LEARNING IS A COMBINED APPROACH OF IN-CLASS DISCUSSION COUPLED WITH AN INTERACTIVE SIMULATION IN THE JUNIOR ACHIEVEMENT KOHL'S EDUCATION CENTER. USING THE JA LEARN-BY-DOING METHODOLOGY, STUDENTS REMEMBER THE CONCEPTS, MAKE CONNECTIONS AND BETTER UNDERSTAND THEIR PARTICIPATION IN A GLOBAL ECONOMY.JA BIZ TOWN TAKES 4TH-6TH GRADE STUDENTS INTO THE WORLD OF BUSINESS. THEY ASSUME ROLES OF PRODUCERS, CONSUMERS AND INVESTORS. STUDENTS LEARN HOW TO CREATE AND MANAGE A BUSINESS, AS WELL AS LEARN WHAT IT TAKES TO MAKE A SALE AND EARN MONEY!JA FINANCE PARK INTRODUCES MIDDLE AND HIGH SCHOOL STUDENTS TO PERSONAL FINANCE AND CAREER EXPLORATION. DURING THEIR DAY AT JA FINANCE PARK, STUDENTS RECEIVE RANDOMLY ASSIGNED FAMILY AND INCOME SCENARIOS. THEY THEN PROCEED TO USE BANK SERVICES, ARRANGE FOR HOUSING AND TRANSPORTATION, MAKE INVESTMENT DECISIONS AND WORK TO CREATE A BALANCED PERSONAL BUDGET. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 490077 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 3619779 | 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 | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 68 | 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 | 74 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 72 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | 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 | MR JEFFREY DELAHAUT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4145773800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 WEST LIBERTY DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53224 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (87 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES ZIEMER | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| THEODORE D CRANDALL | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| NANCY SENNETT | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| KEITH BURNS | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| RON BAKKEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREG BANASZYNSKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRIS M BAUER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARIE-PIERRE BECHTHOLD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KURT BECHTHOLD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KELLY BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN S BECKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES BOLTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TINA CHANG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES L CLARK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LAURA CONKLIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN F DAVIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL DANOLA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERIC A DELZER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM DONNELLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID J DRURY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE ERB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR TONY EVERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACQUELYN FREDRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN FRONK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES H FUCHS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK F FURLONG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT B GREENE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JON D HAMMES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS J HAUSKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN M HOWARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES D JACOBUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT GARRETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PETER J KORDUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN C KOSS JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS J KRAKAU | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID A KRUTZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRUCE G LANSER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN HUNG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CINDY LU STEINBRECHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK LYONS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOSE MANTILLA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY MAJCEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DANIEL F MCKEITHAN JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL R MICHELS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK A MILLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS O MIOTKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM J NASGOVITZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDY NUNEMAKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE C OLDENBURG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH ORELUP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM J OTTO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN G PATSCOT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DIANE PELLEGRIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL T PEPKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JONAS PRISING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEITH KOSZARCK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY A RAMBO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHAR LARSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LYNN E RICHTMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAY O ROTHMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN LARSEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARSHA MATHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRAD SCHLOSSMANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MASON QUACKENBUSH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAMELA SHOVERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WENDY B SLOCUM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GUY W SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS L SPERO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN SPLUDE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CORYANN ST MARIE-CARLS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY ELLEN STANEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL STEFFEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA A STEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL SUTHERLIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD F TEERLINK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TODD J TESKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SEAN TORINUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT WARPINSKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVE WERNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD J WHITE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT TATTERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT A WROBBEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY THORNTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAY WAGNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM WERTZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM WEST | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM GREINERT | ||||||
| PRESIDENT | 50.00 | X | 223982 | 0 | 38079 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 223982 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 38079 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KAHLER SLATER INC | |||||
| 111 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | REAL ESTATE DESIGN | 200476 |
| BEYER CONSTRUCTION | |||||
| 3080 S CALHOUN RD | NEW BERLIN | WI | 53151 | CONSTRUCTION | 178105 |
| HSI PROPERTIES LLC | |||||
| 20975 SWENSON DR STE 395 | WAUKESHA | WI | 53186 | REAL ESTATE DEVELOPMENT | 105554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Fundraising Events | 1507364 | FundraisingEvents |
| All Other Contributions | 3610415 | AllOtherContributions |
| Noncash Contributions | 344319 | NoncashContributions |
| Total Contributions | 5117779 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101421 | TotalRevenueColumn |
| Exclusion | $101,421 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 24000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24000 | TotalRevenueColumn |
| Exclusion | $24,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 592532 | Securities |
| Other | 13349 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 478255 | Securities |
| Other | 10522 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 114277 | Securities |
| Other | 2827 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117104 | TotalRevenueColumn |
| Exclusion | $117,104 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 154048 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1507364 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 578430 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -424382 | TotalRevenueColumn |
| Exclusion | -$424,382 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 41402 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41402 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 41402 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4977324 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41402 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$181,857 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Program Services | 2000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275453 | Total |
| Program Services | 192817 | ProgramServices |
| Management And General | 55091 | ManagementAndGeneral |
| Fundraising | 27545 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1795431 | Total |
| Program Services | 1658487 | ProgramServices |
| Management And General | 7019 | ManagementAndGeneral |
| Fundraising | 129925 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161892 | Total |
| Program Services | 137687 | ProgramServices |
| Management And General | 7651 | ManagementAndGeneral |
| Fundraising | 16554 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194222 | Total |
| Program Services | 164377 | ProgramServices |
| Management And General | 10471 | ManagementAndGeneral |
| Fundraising | 19374 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164867 | Total |
| Program Services | 147026 | ProgramServices |
| Management And General | 1927 | ManagementAndGeneral |
| Fundraising | 15914 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1618 | Total |
| Program Services | 1294 | ProgramServices |
| Management And General | 243 | ManagementAndGeneral |
| Fundraising | 81 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17821 | Total |
| Program Services | 14257 | ProgramServices |
| Management And General | 2673 | ManagementAndGeneral |
| Fundraising | 891 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2215 | Total |
| Management And General | 2215 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1116 | Total |
| Program Services | 980 | ProgramServices |
| Management And General | 104 | ManagementAndGeneral |
| Fundraising | 32 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120639 | Total |
| Program Services | 109734 | ProgramServices |
| Management And General | 3298 | ManagementAndGeneral |
| Fundraising | 7607 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25575 | Total |
| Program Services | 23890 | ProgramServices |
| Management And General | 1346 | ManagementAndGeneral |
| Fundraising | 339 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57937 | Total |
| Program Services | 52696 | ProgramServices |
| Management And General | 1348 | ManagementAndGeneral |
| Fundraising | 3893 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87774 | Total |
| Program Services | 85829 | ProgramServices |
| Management And General | 778 | ManagementAndGeneral |
| Fundraising | 1167 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61588 | Total |
| Program Services | 38837 | ProgramServices |
| Management And General | 19077 | ManagementAndGeneral |
| Fundraising | 3674 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48880 | Total |
| Program Services | 46001 | ProgramServices |
| Management And General | 2389 | ManagementAndGeneral |
| Fundraising | 490 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM MATERIALS | 562551 | 562551 | ||
| PUBLIC RELATIONS | 139270 | 129768 | 104 | 9398 |
| BAD DEBT EXPENSE | 127966 | 121300 | 6666 | |
| OUTSIDE SERVICES | 112014 | 87705 | 20086 | 4223 |
| UTILITIES | 64753 | 47706 | 14324 | 2723 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168195 | Total |
| Program Services | 116137 | ProgramServices |
| Management And General | 40039 | ManagementAndGeneral |
| Fundraising | 12019 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4193777 | Total |
| Program Services | 3619779 | ProgramServices |
| Management And General | 311483 | ManagementAndGeneral |
| Fundraising | 262515 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369892 | BOY |
| EOY | 338012 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6137162 | BOY |
| EOY | 1483622 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3614221 | BOY |
| EOY | 2317990 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3980 | BOY |
| EOY | 19013 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75609 | BOY |
| EOY | 117872 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8601064 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1279914 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519369 | BOY |
| EOY | 7321150 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4285378 | BOY |
| EOY | 5441056 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15005611 | BOY |
| EOY | 17038715 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311011 | BOY |
| EOY | 589179 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19775 | BOY |
| EOY | 28025 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330786 | BOY |
| EOY | 617204 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4573714 | BOY |
| EOY | 13174633 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9113879 | BOY |
| EOY | 1759646 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 987232 | BOY |
| EOY | 1487232 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14674825 | BOY |
| EOY | 16421511 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15005611 | BOY |
| EOY | 17038715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 783547 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 963139 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 2539074 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5013638 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5466252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8045724 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5117779 | CurrentTaxYear |
| Total | 26182467 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2539074 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5013638 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5466252 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8045724 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5117779 | CurrentTaxYear |
| Total | 26182467 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3879936 | AmountsSubstContributorsTotal |
| Public Support Total170 | 22302531 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 181475 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 157756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126759 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120234 | CurrentTaxYearMinus1Year |
| Current Tax Year | 125421 | CurrentTaxYear |
| Total | 711645 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42080 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28807 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21333 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41402 | CurrentTaxYear |
| Total | 153499 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27047611 | TotalSupport |
| Gross Receipts From Admissions Etc | 2588831 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82460 | PublicSupportPertcentage170 |
| 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2970104 | BeginningOfYearBalance |
| Contributions | 515296 | Contributions |
| Investment Earnings Or Losses | 875329 | InvestmentEarningsOrLosses |
| Other Expenditures | 17308 | OtherExpenditures |
| End Of Year Balance | 4343421 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2509107 | BeginningOfYearBalance |
| Contributions | 121140 | Contributions |
| Investment Earnings Or Losses | 376675 | InvestmentEarningsOrLosses |
| Other Expenditures | 36818 | OtherExpenditures |
| End Of Year Balance | 2970104 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2835236 | BeginningOfYearBalance |
| Contributions | 542628 | Contributions |
| Investment Earnings Or Losses | -843235 | InvestmentEarningsOrLosses |
| Other Expenditures | 25522 | OtherExpenditures |
| End Of Year Balance | 2509107 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.64020 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35980 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 850377 | OtherCostOrOtherBasis |
| Book Value | 850377 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6392518 | OtherCostOrOtherBasis |
| Depreciation | 696386 | Depreciation |
| Book Value | 5696132 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 941979 | OtherCostOrOtherBasis |
| Depreciation | 453163 | Depreciation |
| Book Value | 488816 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 416190 | OtherCostOrOtherBasis |
| Depreciation | 130365 | Depreciation |
| Book Value | 285825 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7321150 | TotalOfBookValueLandBuildings |
| Total Revenue | 4977324 | TotalRevenue |
| Total Expenses | 4193777 | TotalExpenses |
| Excess Or Deficit For Year | 783547 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 963139 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 963139 | TotalAdjustments |
| Excess Or Deficit Per FS | 1746686 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5977921 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 963139 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 37458 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1000597 | RevenueNotRptdF990 |
| Revenue Subtotal | 4977324 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4977324 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4231235 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 37458 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 37458 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4193777 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4193777 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR A VARIETY OF PURPOSES INCLUDING SCHOLARSHIP FUNDS, WISCONSIN BUSINESS HALL OF FAME, AND GENERAL OPERATIONS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | JAWA AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 393149 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 377549 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15600 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 25000 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 32732 | NonCashPrizesEvent1 |
| Other Direct Expenses Event1 | 84186 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WI BUSINESS HALL OF FAME | NameOfEvent2 |
| Gross Receipts Event2 | 461475 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 419625 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 41850 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 7888 | NonCashPrizesEvent2 |
| Other Direct Expenses Event2 | 176149 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 19 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 806788 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 710190 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 96598 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 31250 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 5043 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 37712 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 178470 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1661412 | GrossReceiptsTotal |
| Charitable Contributions Total | 1507364 | CharitableContributionsTotal |
| Gross Revenue Total Events | 154048 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 56250 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 45663 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 37712 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 438805 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 578430 | DirectExpenseSummaryEvents |
| Net Income Summary | -424382 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | HIGHER EDUCATION SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 85 | NumberOfRecipients |
| Amount Of Cash Grant | 86700 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS A SELECTION COMMITTEE THAT REVIEWS THE APPLICATIONS AND AFTER AWARDING, BUT BEFORE PAYMENT, THE STUDENTS NEED TO PROVIDE PROOF OF ENROLLMENT IN A COLLEGE OR UNIVERSITY AND MAINTAIN A MINIMUM GRADE POINT AVERAGE. FURTHER, THE ORGANIZATION ISSUES THE CHECKS DIRECTLY TO THE EDUCATIONAL INSTITUTION AND NEVER TO THE STUDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TIM GREINERT | NamePerson |
| Base Compensation Filing Org | 190742 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 33240 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 22008 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 16071 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 262061 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PETER KORDUS | |||
| BOARD MEMBER | 206937 | FURNITURE PURCHASED FROM BSI FURNITURE WHERE PETER KORDUS IS AN OFFICER. | 0 |
| DAVE DRURY | |||
| BOARD MEMBER | 62151 | SIGNAGE PURCHASED FROM POBLOCKI SIGNS WHERE DAVE DRURY IS AN OWNER. | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | BUSINESS CHALLENGE EVENT | 117 | 25020 | FAIR VALUE |
| X | JAWA AUCTION EVENT | 58 | 83214 | FAIR VALUE |
| X | OTHER SPECIAL EVENTS | 335 | 157153 | FAIR VALUE |
| X | MISCELLANEOUS NON-EVENT | 81 | 78932 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | KURT AND MARIE-PIERRE BECHTOLD HAVE A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE WILL REVIEW AND APPROVE THE FORM 990. A COPY WILL THEN BE SENT TO ALL BOARD MEMBERS FOR REVIEW. | |
| THE BOARD DEVELOPMENT COMMITTEE REVIEWS ALL THE CONFLICT OF INTEREST STATEMENTS. ANY ISSUES THAT ARISE FROM THE REVIEW WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PRESIDENT'S SALARY IS SUBJECT TO BOARD APPROVAL. LOCAL AND NATIONAL COMPENSATION COMPARISONS ARE REVIEWED. KEY EMPLOYEES PAY IS REVIEWED AGAINST LOCAL AND NATIONAL DATA. | FORM 990, PART VI, SECTION B, LINE 15 | |
| ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 963,139. | FORM 990, PART XI, LINE 5: |
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