Totals
- Total revenue
- $890,068
- Total expenses
- $1,492,143
- Contributions and grants received
- $241,659
- Grants paid
- $1,329,358
- Program service revenue
- $0
- Investment income
- $648,407
- Other revenue
- $2
- Total assets, end of year
- $23,406,460
- Total liabilities, end of year
- $78,904
- Net assets or fund balances, end of year
- $23,327,556
- Program services expenses (Part IX)
- $1,329,358
- Management and general expenses
- $90,785
- Fundraising expenses
- $72,000
- Program service expenses (Part III)
- $1,329,358
Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
AKEL AKEL
BOARD MEMBER/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WILLIAM HARRIGAN
BOARD MEMBER / CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARY MCCORMICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JACQUELINE HERD-BARBER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TIM HERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MONICA G MINOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES MADLOM
BOARD MEMBER/ VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JACK NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANDREW REBSTOCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES PETERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRIAN PIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
AL PINCKNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PAUL T RIEDL JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN TEEVAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CLYDE TINNEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SEBASTIAN JACINTO DIAZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES BURNETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANN LEINFELDER GROVE
PRESIDENT & CEO
- Total calculated
- $290,329
- From this org
- $0
- From related orgs
- $249,268
- Other
- $41,061
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $247,828 related
- Bonus
- $0 + $600 related
- Other
- $0 + $840 related
- Deferred
- $0 + $25,190 related
- Nontaxable benefits
- $0 + $15,871 related
- Filer's total
- $0 + $290,329 related
-
KRISTI SCHARL
CHIEF FINANCIAL OFFICER
- Total calculated
- $173,413
- From this org
- $0
- From related orgs
- $153,837
- Other
- $19,576
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $152,877 related
- Bonus
- $0 + $600 related
- Other
- $0 + $360 related
- Deferred
- $0 + $16,111 related
- Nontaxable benefits
- $0 + $3,465 related
- Filer's total
- $0 + $173,413 related
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
None.
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
The filer's explanations (Part III)
- PART I, LINE 3
- ALL COMPENSATION IS PAID THROUGH WELLPOINT CARE NETWORK, INC., A RELATED ORGANIZATION. CEO COMPENSATION FROM WELLPOINT CARE NETWORK, INC. IS DETERMINED BY THE BOARD OF DIRECTORS THROUGH AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDY, REVIEW OF OTHER ORGANIZATIONS FORM 990. FOR THE CFO, COMPENSATION IS DETERMINED BY THE CEO AND THE DIRECTOR OF HUMAN RESOURCES.
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
-
$1,329,358
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · INDIVIDUAL AND FAMILY SERVICES · WI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 30 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323079349301607
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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