Form 990 for tax year 2022

Totals

Total revenue

$3,032,080

Total expenses

$3,193,430

Contributions and grants received

$1,039,395

Grants paid

$66,327

Program service revenue

$1,979,770

Investment income

$2,513

Other revenue

$10,402

Total assets, end of year

$1,494,987

Total liabilities, end of year

$866,638

Net assets or fund balances, end of year

$628,349

Program services expenses (Part IX)

$2,820,862

Management and general expenses

$372,568

Fundraising expenses

$0

Program service expenses (Part III)

$2,820,862

Program services were 88.3% 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.

Mission and programs · 2022

• ERI PROVIDES DIRECT CLIENT SERVICES RELATED TO BENEFITS COUNSELING, EMPLOYMENT COUNSELING, AND PRE-DRIVING ASSESSMENTS TO CLIENTS THROUGHOUT WISCONSIN. CONTRACTS WITH DANE COUNTY FUND EMPLOYMENT SERVICE AND BENEFITS SERVICE TO DANE COUNTY RESIDENTS WITH MENTAL HEALTH NEEDS AND TO YOUTH WITH DEVELOPMENTAL DISABILITIES. THE WISCONSIN DIVISION OF VOCATIONAL REHABILITATION LONG-TERM CARE ORGANIZATIONS, AND PRIVATE DONORS FUND BENEFITS AND EMPLOYMENT SERVICES THROUGHOUT THE STATE OF WISCONSIN.

  Expenses $1,735,265 · Revenue $1,131,866

• ERI WORKED WITH MULTIPLE PROJECTS THROUGH UNIVERSITIES AND OTHER PARTNERS ON A STATE AND NATIONAL LEVEL. THESE EFFORTS INCLUDED THE DESIGN, DEVELOPMENT AND IMPLEMENTATION OF EDUCATIONAL MATERIALS, WEBSITES, WEBINARS AND LEARNING MANAGEMENT SYTEMS. TOPICAL AREAS RELATE TO PEOPLE WITH DISABILITIES AND EMPLOYMENT, AS WELL AS EVIDENCE-BASED PRACTICES IN THIS FIELD.

  Expenses $477,592 · Revenue $428,214

• THE WORK INCENTIVES PLANNING & ASSISTANCE (WIPA) PROGRAM IS FUNDED BY A COMPETITIVE GRANT FROM THE SSA. ERI IS RESPONSIBLE FOR ALL WIPA SERVICES IN WISCONSIN. WIPA PROVIDES OVER 300 PEOPLE WITH DISABILITIES INFORMATION ABOUT HOW EARNINGS FROM WORK WILL AFFECT THEIR BENEFITS SO THEY CAN MAKE INFORMED DECISIONS ABOUT WORK BASED ON ACCURATE AND TIMELY INFORMATION.

  Expenses $229,085

• THE WISCONSIN DEPARTMENT OF HEALTH SERVICES CONTRACTS WITH ERI TO PROVIDE TRAINING AND TECHNICAL ASSISTANCE RELATED TO LONG-TERM CARE, COMPETITIVE INTEGRATED EMPLOYMENT, AND COMMUNITY MENTAL HEALTH SERVICES. ERI'S SERVICES PROVIDE DISABILITY AND WORK INCENTIVE BENEFITS TRAINING AND MATERIALS FOR COUNSELORS, AS WELL AS TRAUMA INFORMED CARE, ACROSS THE STATE OF WISCONSIN. THIS INCLUDES DESIGN, IMPLEMENTATION AND MAINTENANCE OF A LEARNING MANAGEMENT SYSTEM; OUTREACH EFFORTS, AND PROMOTION OF EMPLOYMENT POSSIBILITIES FOR YOUTH WITH DISABILITIES.

  Expenses $211,728 · Grants $55,296

• THE TICKET TO WORK (TTW) PROGRAM SUPPORTS PEOPLE WITH DISABILITIES TO MAINTAIN LONG-TERM EMPLOYMENT AND CONFIDENTLY WORK OFF PUBLIC BENEFITS. ERI IS AN EMPLOYMENT NETWORK WHICH RECEIVES DEFINED PAYMENTS FROM THE SOCIAL SECURITY ADMINISTRATION (SSA) FOR MEETING SPECIFIC METRICS. TTW IS AVAILABLE TO PEOPLE AGES 18 - 64 WHO RECEIVE SSA BENEFITS DUE TO HAVING A DISABILITY. THE ERI PROVIDED SERVICES TO NEARLY 100 TICKET HOLDERS TO MANAGE THEIR BENEFITS, ADVANCE THEIR CAREERS, ADDRESS ACCOMMODATION NEEDS AND TO MAINTAIN SUCCESSFUL EMPLOYMENT.

  Expenses $167,192 · Grants $11,031 · Revenue $419,690

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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.

Grants on this return

• DISABILITY RIGHTS WISCONSIN INC

  $39,996

  WISCONSIN DISABILITY BENEFITS NETWORK PROGRAM

• GREATER WI AGENCY OF AGING RESOURCES

  $15,300

  SUCCESSFUL DELIVERY OF AGING PROGRAMS AND SERVICES

Provenance

Return type

form_990

Tax year

2022

Filed

19 July 2023

IRS schema version

2022v5.0

Source object

202322029349301012

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.