Skip to content
Nonprofiteer
← EASTER SEAL SOCIETY OF WISCONSIN INC

Form 990 for tax year 2023

Filed by EASTER SEAL SOCIETY OF WISCONSIN INC.

Totals

Total revenue
$3,285,426
Total expenses
$3,763,856
Contributions and grants received
$1,707,810
Grants paid
$875
Program service revenue
$1,365,380
Investment income
$175,929
Other revenue
$36,307
Total assets, end of year
$9,699,654
Total liabilities, end of year
$362,609
Net assets or fund balances, end of year
$9,337,045
Program services expenses (Part IX)
$3,253,076
Management and general expenses
$118,144
Fundraising expenses
$392,636
Program service expenses (Part III)
$3,253,076

Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $2,130

  • 1c · Fundraising events

    $179,282

  • 1e · Government grants (contributions)

    $516,351

  • 1f · All other contributions, gifts and grants

    $1,010,047

  • 1g · Noncash contributions included above

    $170,308

  • 2a · Program service revenue: RESPITE PROGRAM FEES

    total $539,647 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: CAMP PROGRAM FEES

    total $677,848 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: FARM ASSESSMENT FEES

    total $114,560 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: CLIENT ASSISTANCE TRAINING FEES

    total $30,825 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: SELF EMPLOYMENT ASSESSMENT FEES

    total $2,500 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $189,026 · unrelated business $0 · excluded $189,026

  • 6a · Gross rents

    real property $17,643

  • 6c · Rental income or loss

    real property $17,643

  • 6d · Net rental income or loss

    total $17,643 · excluded $17,643

  • 7a · Gross sales of assets other than inventory

    securities $687,182

  • 7b · Less cost or other basis and sales expenses

    securities $700,279

  • 7c · Gain or loss

    securities -$13,097

  • 7d · Net gain or loss

    total -$13,097 · related or exempt $0 · unrelated business $0 · excluded -$13,097

  • 8a · Fundraising events: gross income

    $37,597

  • 8a · Fundraising events: contributions included on line 1c

    $179,282

  • 8b · Fundraising events: direct expenses

    $74,877

  • 8c · Net income from fundraising events

    total -$37,280 · unrelated business $0 · excluded -$37,280

  • 11a · Other revenue: TVI INCOME

    total $55,944 · related or exempt $0 · unrelated business $0 · excluded $55,944

  • 11e · Other revenue, total

    $55,944

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $875 · program services $875

  • 5 · Compensation of officers, directors and key employees

    total $306,294 · program services $222,063 · management and general $55,653 · fundraising $28,578

  • 7 · Other salaries and wages

    total $1,594,904 · program services $1,423,426 · management and general $7,939 · fundraising $163,539

  • 8 · Pension plan contributions

    total $42,841 · program services $36,642 · management and general $404 · fundraising $5,795

  • 9 · Other employee benefits

    total $123,949 · program services $106,664 · management and general $1,807 · fundraising $15,478

  • 10 · Payroll taxes

    total $136,156 · program services $117,730 · management and general $4,294 · fundraising $14,132

  • 11b · Fees: legal

    total $15,107 · program services $11,408 · management and general $2,439 · fundraising $1,260

  • 11c · Fees: accounting

    total $24,000 · program services $18,000 · management and general $3,000 · fundraising $3,000

  • 11f · Fees: investment management

    total $14,963 · program services $0 · management and general $14,963 · fundraising $0

  • 11g · Fees: other

    total $123,455 · program services $82,419 · management and general $4,325 · fundraising $36,711

  • 12 · Advertising and promotion

    total $65,075 · program services $58,861 · management and general $0 · fundraising $6,214

  • 13 · Office expenses

    total $268,314 · program services $211,679 · management and general $2,915 · fundraising $53,720

  • 16 · Occupancy

    total $260,145 · program services $228,929 · management and general $14,049 · fundraising $17,167

  • 17 · Travel

    total $40,325 · program services $36,486 · management and general $821 · fundraising $3,018

  • 21 · Payments to affiliates

    total $45,000 · program services $45,000 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $384,846 · program services $378,882 · management and general $766 · fundraising $5,198

  • 23 · Insurance

    total $95,705 · program services $91,742 · management and general $2,907 · fundraising $1,056

  • 24a · Other expenses: WORKERS COMPENSATION INSURANCE

    total $26,624 · program services $26,195 · management and general $59 · fundraising $370

  • 24b · Other expenses: PROGRAM ACTIVITIES

    total $82,671 · program services $82,671 · management and general $0 · fundraising $0

  • 24c · Other expenses: EQUIPMENT RENTAL & EXPENSE

    total $48,706 · program services $42,358 · management and general $849 · fundraising $5,499

  • 24d · Other expenses: FACILITIES-EVENTS

    total $29,896 · program services $0 · management and general $0 · fundraising $29,896

  • 24e · All other expenses

    total $34,005 · program services $31,046 · management and general $954 · fundraising $2,005

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $487,971 · end of year $458,440

  • 2 · Savings and temporary cash investments

    beginning of year $235,737 · end of year $94,060

  • 4 · Accounts receivable

    beginning of year $234,919 · end of year $286,227

  • 8 · Inventories for sale or use

    beginning of year $4,465 · end of year $3,086

  • 9 · Prepaid expenses and deferred charges

    beginning of year $77,687 · end of year $70,456

  • 10a · Land, buildings and equipment: cost or other basis

    $11,325,346

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,044,393

  • 10c · Land, buildings and equipment, net

    beginning of year $3,533,510 · end of year $3,280,953

  • 11 · Investments: publicly traded securities

    beginning of year $4,833,638 · end of year $5,335,467

  • 15 · Other assets

    beginning of year $120,367 · end of year $170,965

  • 17 · Accounts payable and accrued expenses

    beginning of year $263,398 · end of year $348,695

  • 19 · Deferred revenue

    beginning of year $33,803 · end of year $13,914

  • 27 · Net assets without donor restrictions

    beginning of year $5,430,849 · end of year $5,296,691

  • 28 · Net assets with donor restrictions

    beginning of year $3,800,244 · end of year $4,040,354

Mission and programs · 2023

Mission

EASTER SEALS WISCONSIN STRIVES TO INCREASE INDEPENDENCE, MAXIMIZE OPPORTUNITIES, MINIMIZE BARRIERS, AND ENHANCE THE QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES

  • CAMPING SERVICES-PROVIDES PEOPLE WITH DISABILITIES AN OPPORTUNITY TO SHARE IN A YEAR-ROUND CAMPING EXPERIENCE.

    Expenses $1,330,012 · Revenue $930,018

  • RESPITE AND RECREATION-ONE-TO-ONE PROGRAM OF YEAR ROUND WEEKEND AND ONE-WEEK RESPITE SESSIONS FOR RESPITE CAMPERS WITH MULTIPLE AND SEVERE DISABILITIES.

    Expenses $1,076,786 · Revenue $763,894

  • SERVICES FOR FARMERS WITH DISABILITIES-PROVIDES ON-SITE ASSESSMENTS AND RECOMMENDATIONS FOR EQUIPMENT AND MODIFICATIONS TO HELP FARMERS WITH DISABILITIES CONTINUE TO FARM AND MAINTAIN THEIR FARM OPERATIONS.

    Expenses $361,985 · Revenue $388,853

  • SELF-EMPLOYMENT SERVICES: PROVIDES ASSESSMENT, FEASIBILITY STUDY, AND ASSISTANCE WITH BUSINESS PLAN DEVELOPMENT FOR INDIVIDUALS WITH DISABILITIES WHO WISH TO PURSUE SELF-EMPLOYMENT.

    Expenses $118,178 · Revenue $31,769

  • CLIENT ASSISTANCE SERVICES-PROVIDES DIRECT CLIENT ASSISTANCE AND INFORMATION TO PEOPLE WITH DISABILITIES IN THE STATE OF WISCONSIN.

    Expenses $98,247 · Revenue $114,772

  • PUBLIC HEALTH EDUCATION:

    Expenses $222,868 · Revenue $19,744

  • PAYMENTS TO AFFILIATES: EASTER SEALS, INC.

    Expenses $45,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andy Crooks

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Pat Lemire

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Zach Morley

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sara Schoenborn

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jason Klawonn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Lyon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tara Clack Bell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brandon Buell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amanda Ellenbecker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cory Lucke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alan Kaltenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kelly Kleist

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Karch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Courtney Saari

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Sterken

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elyse Smithback

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Weber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Dietz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kyle Jefferson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Leverenz

    PRESIDENT/CEO

    Total calculated
    $187,472
    From this org
    $176,477
    From related orgs
    $0
    Other
    $10,995
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,207
    Bonus
    $20,000
    Other
    $270
    Deferred
    $8,810
    Nontaxable benefits
    $2,185
    Filer's total
    $187,472

  • Pamela Ivers

    CFO

    Total calculated
    $111,735
    From this org
    $98,224
    From related orgs
    $0
    Other
    $13,511
    Hours/week
    30

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 January 2025
IRS schema version
2023v6.0
Source object
202510169349302021

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.