RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN INC (EIN 39-1433107)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-28
- IRS object ID
- 201241809349300724
- Schema version
- 2011v1.2
- 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 | 2012-06-28T14:10:45-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391433107 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD MCDONALD HOUSE CHARITIES | BusinessNameLine1 |
| Business Name Line2 | OF EASTERN WISCONSIN INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RONA | NameControl |
| Phone | 4144755333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8948 WATERTOWN PLANK ROAD | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NOEL WILLIAMS | Name |
| Title | TREASURER | Title |
| Phone | 4144755333 | Phone |
| Date Signed | 2012-06-26 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANN PETRIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8948 WATERTOWN PLANK ROAD | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12172190 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RMHCMILWAUKEE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1982 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | EASING THE BURDEN OF FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED BY A CHILD'S ILLNESS OR INJURY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26 | TotalNbrEmployees |
| Total Nbr Volunteers | 517 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2456960 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6519627 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 77533 | InvestmentIncomePriorYear |
| Investment Income Current Year | 284921 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25567 | OtherRevenuePriorYear |
| Other Revenue Current Year | 254563 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2560060 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7059111 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 89810 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 90152 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 685036 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 666265 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 40955 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 196487 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 487966 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 987091 | OtherExpensePriorYear |
| Other Expenses Current Year | 985699 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1802892 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1938603 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 757168 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5120508 | RevenuesLessExpensesCY |
| Total Assets BOY | 13142070 | TotalAssetsBOY |
| Total Assets EOY | 17628790 | TotalAssetsEOY |
| Total Liabilities BOY | 334568 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 117378 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12807502 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17511412 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. IS DEDICATED TO EASING THE BURDEN OF FAMILIES WHOSE LIVES HAVE BEEN DISRUPTED AS A RESULT OF THEIR CHILD'S ILLNESS OR INJURY. WE PROVIDE A HOME-AWAY-FROM-HOME AND CARING OUTREACH INITIATIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1163119 | Expense |
| Description | GENERAL PROGRAM - RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN, INC. PROVIDES A HOME AWAY FROM HOME AND CARING OUTREACH INITIATIVES. SINCE 1984, MORE THAN 33,000 FAMILIES FROM AROUND THE WORLD HAVE CALLED THE RONALD MCDONALD HOUSE HOME. LAST YEAR, WE SERVED NEARLY 1,020 FAMILIES.WHILE OVER TWO-THIRDS OF OUR FAMILIES COME FROM WISCONSIN, MANY FAMILIES TRAVELED FROM ACROSS THE UNITED STATES (INCLUDING CALIFORNIA, TENNESSEE, MICHIGAN, ALABAMA AND IOWA) TO SEEK THE LIFE-GIVING MEDICAL CARE AT WORLD-RENOWN, CHILDREN'S HOSPITAL OF WISCONSIN. WE ARE OPEN 365 DAYS OF THE YEAR AND HAVE BEEN AT FULL OCCUPANCY WITH OUR 38 GUEST ROOMS FILLED - OFTEN WITH A WAIT LIST OF ANYWHERE FROM 5 TO 20 FAMILIES EACH DAY. LAST YEAR, WE HAD TO TURN 806 FAMILIES AWAY. ON AVERAGE, OUR FAMILIES STAY WITH US FOR ABOUT 11 DAYS; HOWEVER MANY FAMILIES STAYED FOR LONGER THAN 30 DAYS AND MANY STAYED FOR SEVERAL MONTHS. THE REASONS THAT FAMILIES STAY WITH US ARE AS UNIQUE AS EACH CHILD AND, THEY CAN STAY FOR AS LONG AS THEY NEED. WE SUGGEST A DONATION OF $10 A NIGHT FROM OUR FAMILIES, BUT IN REALITY, THE COST IS MORE THAN $100 PER NIGHT. LAST YEAR, ONLY 41% OF OUR FAMILIES WERE ABLE TO CONTRIBUTE THE SUGGESTED $10 A NIGHT, HOWEVER, NO ONE IS EVER TURNED AWAY FOR THEIR INABILITY TO PAY. THE MAJORITY OF OUR SUPPORT COMES FROM PRIVATE FUNDING THROUGH SPECIAL EVENTS AND DONORS. ALTHOUGH THE MCDONALD'S CORPORATION DOES NOT PROVIDE DIRECT FINANCIAL SUPPORT, THE MCDONALD'S OWNER/OPERATORS AND CUSTOMERS IN SOUTHEASTERN AND NORTHEASTERN WISCONSIN AND THE UPPER PENINSULA OF MICHIGAN GENEROUSLY PROVIDE SUPPORT THROUGH VARIOUS FUNDRAISING ACTIVITIES INCLUDING DONATION BOXES AT THEIR RESTAURANTS. LAST YEAR, THESE IMPORTANT EFFORTS CONTRIBUTED TO ABOUT 21 PERCENT OF THE ANNUAL REVENUE. OUR PROGRAMS WOULD NOT BE POSSIBLE WITHOUT OUR COMMUNITY OF 500 VOLUNTEERS AGES 16 TO 96. EVERY SINGLE DAY, OUR VOLUNTEERS HELP KEEP THE HOUSE RUNNING SMOOTHLY AND EFFICIENTLY THROUGH A HOST OF RESPONSIBILITIES INCLUDING ORIENTING OUR FAMILIES WHEN THEY CHECK IN AND CLEANING THE ROOMS AFTER THEY CHECK-OUT, DRIVING THE SHUTTLE VAN TO AND FROM THE HOSPITAL, REPAIRING SMALL MAINTENANCE PROJECTS AND SHARING OUR STORY IN THE COMMUNITY. WE WOULD NOT BE ABLE TO KEEP OUR DOORS OPEN WITHOUT OUR CARING AND LOVING VOLUNTEERS.THE RONALD MCDONALD HOUSE OFFERS MORE THAN A PLACE TO STAY. PARENTS AND CHILDREN FIND A WARM AND LOVING ENVIRONMENT WITH MANY PROGRAMS AND INITIATIVES TO SUPPORT THEM DURING A VERY STRESSFUL TIME IN THEIR LIVES. IN ADDITION TO COMFORTABLE ROOMS, WE HAVE A COMPUTER LAB, LAUNDRY FACILITIES, PLAY AREAS AND A CHAPEL. WE ARE ALSO PROUD OF OUR PROGRAMS AND A FEW HIGHLIGHTS FROM LAST YEAR INCLUDE: FAMILY DINNER PROGRAM - EACH NIGHT, AREA ORGANIZATIONS, BUSINESSES, CHURCHES, AND FAMILY GROUPS SERVE HOME-COOKED MEALS TO OUR FAMILIES. LAST YEAR, 445 MEALS WERE PROVIDED INCLUDING DINNERS, WEEKEND BRUNCHES, AND LUNCHES-TO-GO. THIS PROGRAM PROVIDES A WONDERFUL WAY FOR FAMILIES TO SUPPORT EACH OTHER AS WELL AS FURTHER REDUCE THEIR FINANCIAL BURDEN. ART THERAPY - OUR ART THERAPIST USES A CREATIVE PROCESS TO GUIDE FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. SHE PROVIDES SUPPORT AND A SAFE PLACE TO EXAMINE THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS, ACCIDENT OR CATASTROPHE AND THE WAY IT AFFECTS THE CHILD AS WELL AS THE FAMILY USING CREATIVITY AS THE PRIMARY METHOD OF COMMUNICATION. THE RESULTS HAVE BEEN INSPIRING. OUR FAMILIES HAVE OPENED UP THEIR HEARTS, EXPLORED THEIR FEARS AND SADNESS AND ALLOWED THEIR EMOTIONAL NEEDS TO BE HEARD WHILE REBUILDING A SENSE OF WELL-BEING AND HOPE. DOG THERAPY - THIS PROGRAM PROVIDES THE OPPORTUNITY TO HEAL THROUGH ANIMAL ASSISTED THERAPY. IT PROMOTES SOCIAL AND EMOTIONAL SUPPORT PROVIDED BY SPECIALLY TRAINED PROFESSIONALS, BOTH DOGS AND THEIR HANDLERS AS THEY VISIT THE RONALD MCDONALD HOUSE ABOUT TWICE A WEEK. SECRET GARDEN - BEHIND THE HOUSE IS A BEAUTIFUL OUTDOOR GARDEN WITH A WALKING PATH, GAZEBO, WATERFALL AND TEEPEES FOR OUR FAMILIES TO FIND SOLACE AND FRESH AIR. LAST YEAR, A PATIO WAS ADDED NEXT TO THE PLAYGROUND FOR MORE FAMILY ENJOYMENT. THE GARDEN IS MAINTAINED AND CARED FOR BY 18 VOLUNTEER MASTER GARDENERS WHO PLANT, PRUNE, WEED, AND SWEEP ON A DAILY BASIS TO KEEP IT PRISTINE AND BEAUTIFUL.ABOVE ALL, THE RONALD MCDONALD HOUSE OFFERS THE EMOTIONAL SUPPORT AND COMMON FRIENDSHIP OF OTHER FAMILIES IN VERY SIMILAR SITUATIONS OF HAVING AN ILL OR INJURED CHILD IN THE HOSPITAL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 60000 | Expense |
| Description | SCHOLARSHIPS - THE RMHC NATIONAL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE GRADUATING HIGH SCHOOL SENIORS WHO FACE LIMITED ACCESS TO EDUCATIONAL AND CAREER OPPORTUNITIES. STUDENTS ARE SELECTED AND AWARDS ARE DISTRIBUTED BASED ON DEMONSTRATED ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND COMMUNITY INVOLVEMENT. THE RMHC NATIONAL SCHOLARSHIP PROGRAM IS COMPRISED OF 4 INDIVIDUAL SCHOLARSHIP PROGRAMS INCLUDING: RMHC/ASIA, RMHC/AFRICAN AMERICAN FUTURE ACHIEVERS, RMHC/HACER (HISPANIC AMERICAN COMMITMENT TO EDUCATIONAL RESOURCES), AND RMHC SCHOLARS.IN 2011, THIRTY STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS. FUNDS FOR THE SCHOLARSHIP CAME DIRECTLY FROM THE MILWAUKEE MCDONALD'S CO-OP AND A PORTION OF THOSE FUNDS WERE MATCHED BY RONALD MCDONALD HOUSE CHARITIES, INC. IN OAK BROOK, IL. NO FUNDS RAISED BY THE RONALD MCDONALD HOUSE CHARITIES ARE USED FOR THESE SCHOLARSHIPS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 30152 | Expense |
| Grants | 30152 | Grants |
| Description | GRANTS - THE PAST FEW YEARS, RMHC PROVIDED ONE GRANT THAT MADE A DIFFERENCE IN THE LIVES OF THE FAMILIES THAT STAYED AT OUR RMH. A GRANT WAS AWARDED TO CHILDREN'S HOSPITAL OF WISCONSIN SUPPORTING A COMPREHENSIVE ART THERPY PROGRAM TO BENEFIT BOTH RONALD MCDONALD HOUSE AND CHILDREN HOSPITAL FAMILIES. OUR ART THERAPY PROGRAM HELPS FAMILIES IN TIMES OF CRISIS BY EXAMINING THE INTENSE FEELINGS SURROUNDING A CHILD'S ILLNESS THROUGH ART. THE ART THERAPIST, USING CREATIVITY AS THE PRIMARY METHOD OF COMMUNICATION, GUIDES FAMILIES TOWARDS A PLACE OF HEALING, RECONCILIATION AND HOPE. WHEN A GRANT IS AWARDED, THE GRANTEE IS GIVEN A FINAL REPORTING DOCUMENT THAT IS DUE TO THE RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCONSIN 18 MONTHS AFTER THE GRANT IS GIVEN WITH FULL ACCOUNTABILITY FOR FUNDS EXPENDED. THE GRANTEE ALSO PROVIDES US WITH A MONTHLY REPORT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1253271 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 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 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 26 | 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| 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 | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN PETRIE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4144755333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8948 W WATERTOWN PLANK ROAD | AddressLine1 |
| City | WAUWATOSA | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DENNIS W BUCHAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARSHALL CHAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER DANIELS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT B DYBLE | ||||||
| VICE-CHAIRPERSON | 2.00 | X | 0 | 0 | 0 | X |
| DEREK GILLIAM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR MICHAEL F GUTZEIT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT KRAMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MAUREEN MANNING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY KAY MARK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARRIE M MEGAL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BOB MONDAY | ||||||
| CHAIRPERSON | 10.00 | X | 0 | 0 | 0 | X |
| JAMES PATTERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANN PETRIE | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| DAVID A RAUSE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DANIEL P SCHWABE | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| MARK SHIP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY M STEREN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BERNARD J WESTFAHL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NOEL WILLIAMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RON WISNIEWSKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANNA ZECK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LYNDA KOHLER | ||||||
| PRESIDENT | 45.00 | 103600 | 0 | 4898 | X | |
| MARLENE BRUNO | ||||||
| SECRETARY | 2.00 | 43970 | 0 | 19795 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 147570 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24693 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 | 24104 | FederatedCampaigns |
| Fundraising Events | 144260 | FundraisingEvents |
| All Other Contributions | 6351263 | AllOtherContributions |
| Noncash Contributions | 1875409 | NoncashContributions |
| Total Contributions | 6519627 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 209080 | TotalRevenueColumn |
| Exclusion | $209,080 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5029351 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4920128 | Securities |
| Other | 33382 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 109223 | Securities |
| Other | -33382 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75841 | TotalRevenueColumn |
| Exclusion | $75,841 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 414132 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 144260 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 159569 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 254563 | TotalRevenueColumn |
| Exclusion | $254,563 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7059111 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $539,484 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30152 | Total |
| Program Services | 30152 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60000 | Total |
| Program Services | 60000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172263 | Total |
| Program Services | 60292 | ProgramServices |
| Management And General | 51679 | ManagementAndGeneral |
| Fundraising | 60292 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439751 | Total |
| Program Services | 228671 | ProgramServices |
| Management And General | 52770 | ManagementAndGeneral |
| Fundraising | 158310 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7493 | Total |
| Program Services | 2001 | ProgramServices |
| Management And General | 462 | ManagementAndGeneral |
| Fundraising | 5030 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46758 | Total |
| Program Services | 24314 | ProgramServices |
| Management And General | 5611 | ManagementAndGeneral |
| Fundraising | 16833 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17815 | Total |
| Management And General | 17815 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196487 | Total |
| Fundraising | 196487 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9111 | Total |
| Program Services | 7289 | ProgramServices |
| Management And General | 911 | ManagementAndGeneral |
| Fundraising | 911 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110961 | Total |
| Program Services | 99865 | ProgramServices |
| Management And General | 11096 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 954 | Total |
| Program Services | 95 | ProgramServices |
| Management And General | 239 | ManagementAndGeneral |
| Fundraising | 620 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10400 | Total |
| Program Services | 8320 | ProgramServices |
| Management And General | 1040 | ManagementAndGeneral |
| Fundraising | 1040 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131057 | Total |
| Program Services | 131057 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220353 | Total |
| Program Services | 198318 | ProgramServices |
| Management And General | 22035 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109116 | Total |
| Program Services | 106116 | ProgramServices |
| Management And General | 3000 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| HOUSE MAINTENANCE | 193848 | 174423 | 19425 | |
| SUPPLIES | 72241 | 57793 | 7224 | 7224 |
| PUBLIC RELATIONS | 22227 | 16670 | 5557 | |
| TELEPHONE | 18308 | 14646 | 1831 | 1831 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69308 | Total |
| Program Services | 33249 | ProgramServices |
| Management And General | 2228 | ManagementAndGeneral |
| Fundraising | 33831 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1938603 | Total |
| Program Services | 1253271 | ProgramServices |
| Management And General | 197366 | ManagementAndGeneral |
| Fundraising | 487966 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752064 | BOY |
| EOY | 809082 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 2401214 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2245195 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4209 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8619 | BOY |
| EOY | 24146 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7779167 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2510067 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5322385 | BOY |
| EOY | 5269100 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7049002 | BOY |
| EOY | 6875844 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13142070 | BOY |
| EOY | 17628790 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126819 | BOY |
| EOY | 117378 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207749 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334568 | BOY |
| EOY | 117378 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11436782 | BOY |
| EOY | 11886149 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102771 | BOY |
| EOY | 4357314 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1267949 | BOY |
| EOY | 1267949 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12807502 | BOY |
| EOY | 17511412 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13142070 | BOY |
| EOY | 17628790 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5120508 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -416598 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 1106005 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2036704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1641522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2456960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4664612 | CurrentTaxYear |
| Total | 11905803 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1106005 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2036704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1641522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2456960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4664612 | CurrentTaxYear |
| Total | 11905803 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 730901 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11174902 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 145229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 172873 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 141664 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145268 | CurrentTaxYearMinus1Year |
| Current Tax Year | 209080 | CurrentTaxYear |
| Total | 814114 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 683452 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 949677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238090 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 199702 | CurrentTaxYearMinus1Year |
| Current Tax Year | 414132 | CurrentTaxYear |
| Total | 2485053 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15204970 | TotalSupport |
| Public Support Pertcentage170 | 0.73500 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68480 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2602771 | BeginningOfYearBalance |
| Contributions | 4254543 | Contributions |
| Investment Earnings Or Losses | 78049 | InvestmentEarningsOrLosses |
| Other Expenditures | 78049 | OtherExpenditures |
| End Of Year Balance | 6857314 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2500630 | BeginningOfYearBalance |
| Contributions | 102141 | Contributions |
| Investment Earnings Or Losses | 53932 | InvestmentEarningsOrLosses |
| Other Expenditures | 53932 | OtherExpenditures |
| End Of Year Balance | 2602771 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2500000 | BeginningOfYearBalance |
| Contributions | 630 | Contributions |
| Investment Earnings Or Losses | 65241 | InvestmentEarningsOrLosses |
| Other Expenditures | 65241 | OtherExpenditures |
| End Of Year Balance | 2500630 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.18000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.18500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.63500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6136805 | OtherCostOrOtherBasis |
| Depreciation | 1623423 | Depreciation |
| Book Value | 4513382 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1464355 | OtherCostOrOtherBasis |
| Depreciation | 854478 | Depreciation |
| Book Value | 609877 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 178007 | OtherCostOrOtherBasis |
| Depreciation | 32166 | Depreciation |
| Book Value | 145841 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5269100 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BOND MUTUAL FUNDS | 2855997 | F |
| STOCK MUTUAL FUNDS | 3249801 | F |
| REAL ESTATE MUTUAL FUNDS | 202276 | F |
| COMMODITIES MUTUAL FUNDS | 567770 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6875844 | TotalOfBookValueSecurities |
| Total Revenue | 7059111 | TotalRevenue |
| Total Expenses | 1938603 | TotalExpenses |
| Excess Or Deficit For Year | 5120508 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -416598 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -416598 | TotalAdjustments |
| Excess Or Deficit Per FS | 4703910 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6789469 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -416598 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 2795 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -413803 | RevenueNotRptdF990 |
| Revenue Subtotal | 7203272 | RevenueSubtotal |
| Other Revenues Not Included | -144161 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -144161 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7059111 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2085559 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 2795 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 275218 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 278013 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1807546 | ExpensesSubtotal |
| Other Expenses Not Included | 131057 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 131057 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1938603 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE TEMPORARY RESTRICTED FUNDS WILL BE USED FOR OUR FUTURE EXPANSION AS DESIGNATED BY THE DONORS. THE FUNDS THAT WERE PERMANENTLY RESTRICTED BY THE DONORS WILL BE KEPT IN PRINCIPAL AND ONLY THE INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. THE BOARD OF DIRECTORS HAS APPROVED A MINIMUM BALANCE FOR INVESTMENTS, SO THIS AMOUNT WILL ALSO BE KEPT IN PRINCIPAL AND ONLY INCOME FROM THOSE FUNDS WILL BE USED FOR OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO UNCERTAIN TAX POSITIONS RECORDED IN 2011. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 0 PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -159,569 MERCHANDISE EXPENSE 0 CANISTER CONTRIBUTIONS PAID TO AFFILIATES -131,057 CANISTER EXPENSES NETTED WITH CONTRIBUTION REVENUE -82,267 LOSS ON SALE OF FIXED ASSETS -33,382 TOTAL -144,161 PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 159,569 MERCHANDISE EXPENSE 0 CANISTER EXPENSES NETED WITH CONTRIBUTION REVENUE 82,267 LOSS ON SALE OF FIXED ASSETS 33,382 TOTAL 275,218 PART XIII, LINE 4B - OTHER ADJUSTMENTS PAYMENTS TO AFFILIATES 131,057 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| TRUE SENSE MARKETING | ||||||||
| 155 COMMERCE DRIVE | FREEDOM | PA | 15042 | DIRECT MAILINGS | 0 | 93142 | 89688 | 3454 |
| ABBEY GROUP | ||||||||
| 201 MAIN STREET 300 | RAPID CITY | SD | 57701 | CAPITAL CAMPAIGN CONSULTING | 0 | 0 | 106800 | -106800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 93142 | TotalGrossReceipts |
| Total Retained By Contractors | 196488 | TotalRetainedByContractors |
| Total Net To Organization | -103346 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BLACK TIE GALA | NameOfEvent1 |
| Gross Receipts Event1 | 263230 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 122200 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 141030 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 73534 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HOLIDAY LUNCH/BOUTIQUE | NameOfEvent2 |
| Gross Receipts Event2 | 78681 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 13460 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 65221 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 40776 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 210346 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 8600 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 201746 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 201746 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 552257 | GrossReceiptsTotal |
| Charitable Contributions Total | 144260 | CharitableContributionsTotal |
| Gross Revenue Total Events | 407997 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 316056 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 316056 | DirectExpenseSummaryEvents |
| Net Income Summary | 91941 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S HOSPITAL OF WISCONSIN-ART THERAPY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 1997 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 391500075 | EINOfRecipient |
| IRC Section | 501(C)3 | IRCSection |
| Amount Of Cash Grant | 30152 | AmountOfCashGrant |
| Purpose Of Grant | RECEIVE ART THERAPY AT RMHC & AT CHILDREN'S HOSPITAL DURING THEIR CHILD'S ILLNESS | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | COLLEGE SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS | TypeOfGrant |
| Number Of Recipients | 30 | NumberOfRecipients |
| Amount Of Cash Grant | 60000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: A GRANT COMMITTE PRESENTS THE INFORMATION TO THE BOARD OF DIRECTORS FOR APPROVAL. ONCE A GRANT IS AWARDED, THE GRANTEE IS GIVEN A FINAL REPORTING DOCUMENT THAT IS DUE TO RMHC 18 MONTHS AFTER THE GRANT IS GIVEN WITH FULL ACCOUNTABILITY FOR FUNDS EXPENDED. THE GRANTEE ALSO PROVIDES RMHC US A MONTHLY REPORT. |
| THE RONALD MCDONALD HOUSE CHARITIES NATIONAL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE GRADUATING HIGH SCHOOL SENIORS WHO FACE LIMITED ACCESS TO EDUCATIONAL AND CAREER OPPORTUNITIES. STUDENTS WERE SELECTED AND AWARDS DISTRIBUTED BASED ON DEMONSTRATED ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND COMMUNITY INVOLVEMENT. A SELECTION COMMITTEE, MADE UP OF MCDONALD'S FRANCHISEES AND RMHC STAFF, MADE THE FINAL SELECTIONS. FUNDS FOR THE SCHOLARSHIP AWARDS CAME DIRECTLY FROM THE MCDONALD'S FRANCHISES AND A PORTION OF THOSE FUNDS WERE MATCHED BY RONALD MCDONALD HOUSE CHARITIES, INC. IN OAK BROOK, ILLINOIS. (NO FUNDS RAISED BY THE RONALD MCDONALD HOUSE OF EASTERN WISCONSIN, INC. ARE USED FOR THESE SCHOLARSHIPS.) THIRTY STUDENTS WERE AWARDED $2,000 SCHOLARSHIPS TO THE COLLEGE OF THEIR CHOICE IN 2011. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1856880 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | DONATED BEV'S | 30 | 17952 | FAIR MARKET VALUE |
| X | FIRE EXTINGUISHERS | 1 | 577 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION USES VARIOUS BROKERAGE FIRMS TO SELL DONATED SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND MAKES IT AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE NEW CONFLICT OF INTEREST POLICY FORMS ANNUALLY AND INFORM MANAGEMENT OF ANY CHANGES THROUGHOUT THE YEAR. AS MATTERS ARE BEING DISCUSSED AT BOARD MEETINGS, THE BOARD IDENTIFIES ANY CONFLICTS. PERSONS IDENTIFIED AS HAVING CONFLICTS OF INTEREST ABSTAIN FROM VOTING ON SUCH MATTERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES COMMITTEE CONSULTS EXTERNAL COMPENSATION DATA TO DETERMINE COMPENSATION FOR THE PRESIDENT AND OTHER MANAGMENT POSITIONS. COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE HUMAN RESOURCES AND EXECUTIVE COMMITTES OF THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -416,598. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE FINANCE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS AND THERE HAS NOT BEEN A CHANGE IN PROCEDURE SINCE THE PRIOR YEAR. | AUDITED FINANCIAL STATEMENT OVERVIEW |
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