Form 990 for tax year 2022
Filed by WOMENS FUND OF GREATER MILWAUKEE INC.
Totals
- Total revenue
- $332,827
- Total expenses
- $462,749
- Contributions and grants received
- $371,552
- Grants paid
- $165,349
- Program service revenue
- $0
- Investment income
- $30
- Other revenue
- -$38,755
- Total assets, end of year
- $3,318,547
- Total liabilities, end of year
- $138,080
- Net assets or fund balances, end of year
- $3,180,467
- Program services expenses (Part IX)
- $310,540
- Management and general expenses
- $81,672
- Fundraising expenses
- $70,537
- Program service expenses (Part III)
- $310,540
Program services were 67.1% 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.
-
1c · Fundraising events
$91,550
-
1f · All other contributions, gifts and grants
$280,002
-
3 · Investment income
total $30 · excluded $30
-
8a · Fundraising events: gross income
$5,200
-
8a · Fundraising events: contributions included on line 1c
$91,550
-
8b · Fundraising events: direct expenses
$43,955
-
8c · Net income from fundraising events
total -$38,755 · excluded -$38,755
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $130,849 · program services $130,849
-
2 · Grants to domestic individuals
total $34,500 · program services $34,500
-
5 · Compensation of officers, directors and key employees
total $140,251 · program services $79,943 · management and general $28,471 · fundraising $31,837
-
7 · Other salaries and wages
total $15,617 · program services $8,902 · management and general $3,170 · fundraising $3,545
-
10 · Payroll taxes
total $9,852 · program services $5,616 · management and general $2,000 · fundraising $2,236
-
11c · Fees: accounting
total $10,500 · management and general $10,500
-
11g · Fees: other
total $31,493 · program services $5,476 · management and general $9,171 · fundraising $16,846
-
12 · Advertising and promotion
total $14,843 · program services $710 · management and general $13,850 · fundraising $283
-
13 · Office expenses
total $4,736 · program services $2,699 · management and general $962 · fundraising $1,075
-
14 · Information technology
total $29,146 · program services $16,613 · management and general $5,917 · fundraising $6,616
-
16 · Occupancy
total $22,087 · program services $12,590 · management and general $4,483 · fundraising $5,014
-
19 · Conferences, conventions and meetings
total $13,206 · program services $11,345 · management and general $1,197 · fundraising $664
-
23 · Insurance
total $2,276 · program services $1,297 · management and general $462 · fundraising $517
-
24a · Other expenses: MEMBERSHIP DUES
total $1,904 · fundraising $1,904
-
24e · All other expenses
total $1,489 · management and general $1,489
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $367,727 · end of year $365,108
-
2 · Savings and temporary cash investments
beginning of year $31,261 · end of year $31,291
-
3 · Pledges and grants receivable
beginning of year $6,500 · end of year $5,113
-
9 · Prepaid expenses and deferred charges
beginning of year $18,765 · end of year $19,304
-
10a · Land, buildings and equipment: cost or other basis
$35,366
-
10b · Land, buildings and equipment: accumulated depreciation
$35,366
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $3,549,901 · end of year $2,897,731
-
17 · Accounts payable and accrued expenses
beginning of year $12,263 · end of year $17,284
-
18 · Grants payable
beginning of year $112,200 · end of year $114,500
-
21 · Escrow or custodial account liability
beginning of year $990 · end of year $6,296
-
27 · Net assets without donor restrictions
beginning of year $3,797,719 · end of year $3,114,444
-
28 · Net assets with donor restrictions
beginning of year $50,982 · end of year $66,023
Mission and programs · 2022
Mission
THE MISSION OF THE WOMEN'S FUND OF GREATER MILWAUKEE IS TO ACTIVATE PHILANTHROPY THAT ADVANCES EQUITY FOR WOMEN.
Activities or mission (Part I)
THE WOMEN'S FUND OF GREATER MILWAUKEE HAS A PURPOSE TO ACTIVATE PHILANTHROPY TO ADVANCE EQUITY FOR WOMEN.
-
GRANTMAKING AND SCHOLARSHIPS - WE ENGAGE IN THE POWER OF COLLECTIVE PHILANTHROPY ACROSS GENERATIONS EXCLUSIVELY ADDRESSING ISSUES THAT IMPACT WOMEN AND GIRLS. OUR FOCUS IS ECONOMIC EMPOWERMENT, LEADERSHIP DEVELOPMENT, AND EDUCATION. AS ONE OF THE LARGEST GRANTING ENTITIES IN WISCONSIN OF OUR KIND, WE PROVIDE ESSENTIAL FUNDING TO AREA NONPROFITS, HER SCHOLARSHIPS TO WOMEN WHO ARE NON-TRADITIONAL STUDENTS, AGE 35 OR OLDER, AND CONVENE THE COMMUNITY AROUND INTERESTING AND IMPORTANT ISSUES THAT IMPACT WOMEN. WE SUPPORT PROGRAMS AND PROJECTS THAT INFLUENCE A CHANGE IN ATTITUDE, BEHAVIOR, AND CULTURE, SO THAT WOMEN AND GIRLS CAN LIVE TO THEIR FULL POTENTIAL. USING THE PROCEEDS OF OUR ENDOWMENT COUPLED WITH FUNDS SECURED FROM THE COMMUNITY, WE SUPPORT SOLUTIONS THAT RESULT IN SUSTAINABLE AND LONG-LASTING TRANSFORMATION FOR OUR COMMUNITY. AS AN ENDOWED FUND, WE HAVE THE FREEDOM TO INVEST IN LONG-LASTING TRANSFORMATION, NON-TRADITIONAL PROGRAMS, WHILE CHALLENGING TRADITIONS TO CREATE INNOVATION. WE ARE RESPONSIVE TO CURRENT COMMUNITY NEEDS AND PRIORITIES. FOUNDED IN 1986, AND ESTABLISHED AS AN INDEPENDENT ORGANIZATION IN 2006, THE WOMEN'S FUND OF GREATER MILWAUKEE DEPENDS ON GIFTS FROM THE COMMUNITY. TODAY WE REMAIN COMMITTED TO ADVANCING EQUITY FOR WOMEN BY OFFERING SUPPORT TO AREA ORGANIZATIONS JUST AS WE'VE DONE FOR MORE THAN 3 DECADES. WE ARE PROUD MEMBERS OF THE WOMEN'S FUNDING NETWORK, AND WISCONSIN PHILANTHROPY NETWORK AND WISCONSIN WOMEN'S FUND ALLIANCE.
Expenses $176,851 · Grants $165,349
-
CAPACITY BUILDING - RECOGNIZING THAT CONVENING THE COMMUNITY IS AN IMPORTANT PART OF OUR WORK, THE WOMEN'S FUND ORGANIZES UNIQUE EVENTS THROUGHOUT THE YEAR. EACH IS DESIGNED TO PROVIDE INFORMATION, CONNECT PEOPLE, CREATE CONVERSATIONS AND INSPIRE ACTION. OUR COMMUNITY TALK BACKS ASSEMBLED DIVERSE GROUPS OF PEOPLE AND FACILITATED INTERGENERATIONAL CONVERSATION ABOUT RELEVANT TOPICS TO ADVANCING EQUITY FOR WOMEN. ADDITIONALLY, AN ANNUAL EDUCATIONAL EVENT, THE WOMEN'S FUND PRESENTS, IS HELD EACH FALL AND FEATURES A KEYNOTE ADDRESS OR PANEL PRESENTATION. THE EVENT PROCEEDS SUPPORT THE ACTIVITIES OF THE FUND.
Expenses $133,689
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Marilka VelezMARILKA VELEZ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Monica Shah-DavidsonMONICA SHAH-DAVIDSON
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Amy MuehlbauerAMY MUEHLBAUER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Donna KleczkaDONNA KLECZKA
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Erika SanderERIKA SANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandy CunninghamSANDY CUNNINGHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Starla ThompsonSTARLA THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ashton HenryASHTON HENRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heidi FurlongHEIDI FURLONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris GrotaCHRIS GROTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nicole HorvathNICOLE HORVATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa McCordMELISSA MCCORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Arlissia McHenryARLISSIA MCHENRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beth OdianBETH ODIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chandra RodgersCHANDRA RODGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deb RoesnerDEB ROESNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy SchillKATHY SCHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Felisa Parris Thru Jan 2022FELISA PARRIS THRU JAN 2022
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Ornek AttonitoLISA ORNEK ATTONITO
EXECUTIVE DIRECTOR
- Total calculated
- $140,250
- From this org
- $109,288
- From related orgs
- $0
- Other
- $30,962
- Hours/week
- 40
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
-
PLANNED PARENTHOOD OF WISCONSIN
$20,000
CUIDANDONOS CRECEROMOS MAS SANOS (GROWING HEALTHY TOGETHER)
-
$15,000
WOMEN'S INDEPENDENCE PROGRAM
-
$14,000
GENERAL SUPPORT
-
$11,849
GENERAL SUPPORT
-
$10,000
OPERATIONS
-
NEIGHBORHOOD HOUSE OF MILWAUKEE
$10,000
WOMAN2WOMAN INTERGENERATIONAL DOMESTIC VIOLENCE PREVENTION INITIATIVE
-
$10,000
POLICY INSTITUTE
-
$10,000
GENERAL SUPPORT
-
$10,000
GENERAL SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303149349304515
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