Archdiocese of Milwaukee Catholic Community Foundation is a community foundation based in Milwaukee, WI that was founded in 2000. As of 2019 they had $5.0 million in revenue and $115 million in assets.
The Foundation exists to support the mission of the roman Catholic church, especially in the ten archdiocesan counties of southeastern Wisconsin. It fulfills those objectives by attracting charitable funds, using those resources wisely and efficiently...
EIN:
39-2005163
City:
State:
Website:
Founded:
2000
Type:
501(c)(3)
NTEE:
Revenue:
$5,094,579
Assets:
$115,203,587
Employees:
3
Fiscal year end:
June
Program areas at Archdiocese of Milwaukee Catholic Community Foundation
The Foundation distributed $1,300,597 to 122 organizations/programs in fiscal year 2017/2018 focusing on four grant priorities: 1) providing education - the Foundation supports Catholic schools and religious education programs that provide formation in kindergarten through twelfth grade. 2) leadership development - parishes, schools and agencies must have leaders who are able to engage people in creating a shared vision for the future while developing sound strategies and infrastructures to acheive the vision. 3) Community building - the Foundation supports initiatives that strengthen families, parishes, and those suffering from poverty, discrimination, and violence. 4) health care - through a fund established by the st. anthony Foundation, the Foundation supports those organizations that are engaged in providing health care services in the city of Milwaukee, with particular attention being given to the central portions of the city that were formerly served by st. anthony hospital. The board of directors gives final approval ...
Form 990s for Archdiocese of Milwaukee Catholic Community Foundation
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|
| 2019-06 | Aug 10, 2020 | 990 | View PDF |
| 2018-06 | Jun 19, 2019 | 990 | View PDF |
| 2017-06 | May 14, 2018 | 990 | View PDF |
| 2016-06 | Aug 11, 2017 | 990 | View PDF |
| 2015-06 | Jul 26, 2016 | 990 | View PDF |
| ...and five more Form 990 PDFs |
Financials for Archdiocese of Milwaukee Catholic Community Foundation
| Field | 2019 | 2018 | % Change |
|---|
| Federated campaigns | $0 | $0 | |
| Membership dues | $0 | $0 | |
| Fundraising event contributions | $17,172 | $15,963 | 7.6% |
| Related organizations | $0 | $0 | |
| Government grants (contributions) | $0 | $0 | |
| Normal grants, contributions, etc. | $1,490,628 | $7,291,034 | -79.6% |
| <em>Non-cash contributions included in above</em> | $0 | $0 | |
| Total grants, contributions, etc. | $1,507,800 | $7,306,997 | -79.4% |
| Field | 2019 | 2018 | % Change |
|---|
| Total grants, contributions, etc. | $1,507,800 | $7,306,997 | -79.4% |
| Program services | $282,047 | $279,874 | 0.8% |
| Investment income and dividends | $784,530 | $695,810 | 12.8% |
| Tax-exempt bond proceeds | $0 | $0 | |
| Royalty revenue | $0 | $0 | |
| Net rental income | $0 | $0 | |
| Net gain from sale of non-inventory assets | $2,500,238 | $2,201,422 | 13.6% |
| Net income from fundraising events | $19,964 | $41,794 | -52.2% |
| Net income from gaming activities | $0 | $0 | |
| Net income from sales of inventory | $0 | $0 | |
| Miscellaneous revenues | $0 | $0 | |
| Total revenues | $5,094,579 | $10,525,897 | -51.6% |
| Field | 2019 | 2018 | % Change |
|---|
| Grants to govts. and orgs. in USA | $1,300,597 | $1,276,573 | 1.9% |
| Grants to individuals in USA | $0 | $0 | |
| Grants to govts., orgs., and individuals outside USA | $0 | $0 | |
| Benefits paid to or for members | $0 | $0 | |
| Compensation of current officers, etc. | $191,328 | $214,850 | -10.9% |
| Compensation not included above, to disqualified persons | $0 | $0 | |
| Non-officer salaries and wages | $175,144 | $140,934 | 24.3% |
| Pension/retirement accruals and contributions | $12,261 | $9,866 | 24.3% |
| Other employee benefits | $39,082 | $37,672 | 3.7% |
| Payroll taxes | $12,379 | $10,782 | 14.8% |
| Management fees | $0 | $0 | |
| Legal fees | $0 | $435 | -100% |
| Accounting fees | $13,399 | $14,100 | -5.0% |
| Lobbying fees | $0 | $0 | |
| Pro. fundraising fees | $0 | $0 | |
| Investment mgmt fees | $239,556 | $232,189 | 3.2% |
| Other fee-for-service | $0 | $0 | |
| Advertising and promotion | $14,955 | $14,530 | 2.9% |
| Office expenses | $19,762 | $16,590 | 19.1% |
| Information tech. expenses | $14,884 | $16,807 | -11.4% |
| Royalty expenses | $0 | $0 | |
| Occupancy | $36,319 | $37,564 | -3.3% |
| Travel | $1,050 | $1,287 | -18.4% |
| Public official travel and entertainment | $0 | $0 | |
| Conferences, meetings, etc. | $6,461 | $7,424 | -13.0% |
| Interest | $0 | $0 | |
| Payments to affiliates | $0 | $0 | |
| Depreciation, amortization, etc. | $5,155 | $8,822 | -41.6% |
| Insurance | $2,098 | $2,493 | -15.8% |
| All other expenses | $0 | $0 | |
| Total expenses | $2,084,430 | $2,042,918 | 2.0% |
| Field | 2019 | 2018 | % Change |
|---|
| Cash (non-interest-bearing) | $199,315 | $266,742 | -25.3% |
| Savings, short-term investments, etc. | $0 | $0 | |
| Pledges and grants receivable | $0 | $0 | |
| Accounts receivable | $92,750 | $72,123 | 28.6% |
| Loans receivable from officers, directors, etc. | $0 | $0 | |
| Loans receivable from other disqualified persons | $0 | $0 | |
| Notes and loans receivable | $0 | $0 | |
| Inventories for use | $0 | $0 | |
| Prepaid expenses and deferred charges | $8,317 | $5,713 | 45.6% |
| Buildings, equipment, etc. post-depreciation | $19,581 | $21,145 | -7.4% |
| Investments, publicly traded securities | $89,139,598 | $85,620,080 | 4.1% |
| Investments, other securities | $25,744,026 | $24,915,742 | 3.3% |
| Investments, program-related | $0 | $0 | |
| Intangible assets | $0 | $0 | |
| Other assets | $0 | $0 | |
| Total assets | $115,203,587 | $110,901,545 | 3.9% |
| Field | 2019 | 2018 | % Change |
|---|
| Accounts payable and accrued expenses | $260,711 | $256,754 | 1.5% |
| Grants payable | $0 | $0 | |
| Deferred revenue | $0 | $0 | |
| Tax-exempt bond liabilities | $0 | $0 | |
| Escrow or custodial account liability | $77,191,044 | $73,790,089 | 4.6% |
| Loans payable to officers and disqualified persons | $0 | $0 | |
| Secured mortgages and notes payable to unrelated third parties | $0 | $0 | |
| Unsecured notes and loans payable to unrelated third parties | $0 | $0 | |
| Other liabilities | $0 | $0 | |
| Total liabilities | $77,451,755 | $74,046,843 | 4.6% |
| Field | 2019 | 2018 | % Change |
|---|
| Unrestricted net assets | $28,718,769 | $27,713,264 | 3.6% |
| Temporarily restricted net assets | $9,033,063 | $9,141,438 | -1.2% |
| Permanently restricted net assets | $0 | $0 | |
Vendors for Archdiocese of Milwaukee Catholic Community Foundation
| Vendor | Services | Amount paid | Date |
|---|
| Reilly Penner and Benton LLP | Tax accounting | | 2020-08-10 |
| ██████ | Fundraising software | | 2020-06-16 |
| ███████ ███ ████ | Fundraising software; Payment processing | | 2020-06-16 |
| █████████ | Content management system software | | 2020-06-16 |
Personnel at Archdiocese of Milwaukee Catholic Community Foundation
| Name | Title | Compensation | Most recent data |
|---|
| Mary Ellen Markowski | President | $176,775 | Aug. 10, 2020 |
| John Blickle | Controller | - | June 12, 2020 |
| ███ ██ ██████ | Chairperson of the Board | $0 | June 12, 2020 |
| ███████ █████████ | President | $0 | June 12, 2020 |
| █████ ████████ | Vice - Chairman | $0 | June 30, 2019 |
| █████ ████████ | Treasurer | $0 | June 30, 2019 |
| █████ ██████ | Chairman | $0 | June 30, 2018 |
| ██████ ███████ | Past Treasurer | $0 | June 30, 2018 |
| ████ ██████ | Vice - Chairman / Vicechairman and Vice President | $0 | June 30, 2017 |
| ███ ███████ | Secretary | $0 | June 30, 2017 |
| ...and two more key personnel |
Peer community foundations
| | Name | Type | Revenue | Location |
|---|
| 1 | Community Foundation of Chippewa County | 501(c)(3) | $1.4 million | Chippewa Falls, WI |
| 2 | Waukesha County Community Foundation (WCCF) | 501(c)(3) | $4.7 million | Waukesha, WI |
| 3 | The Oshkosh Area Community Foundation Corporation (OACF) | 501(c)(3) | $9.3 million | Oshkosh, WI |
| 4 | St. Croix Valley Foundation (SCVF) | 501(c)(3) | $5.2 million | Hudson, WI |
| 5 | Marshfield Area Community Foundation | 501(c)(3) | $4.1 million | Marshfield, WI |
| 6 | Foundation for Madison's Public Schools | 501(c)(3) | $1.8 million | Madison, WI |
| 7 | Fond du Lac Area Foundation | 501(c)(3) | $3.8 million | Fond Du Lac, WI |
| 8 | St Josephs Community Foundation | 501(c)(3) | $2.4 million | West Bend, WI |
| 9 | Community Foundation of Dunn County | 501(c)(3) | $1.6 million | Menomonie, WI |
| 10 | Cumberland Community Foundation (CCF) | 501(c)(3) | $16 million | Fayetteville, NC |
| 11 | First Hand Foundation | 501(c)(3) | $8.6 million | Kansas City, MO |
| 12 | The Community Foundation | 501(c)(3) | $10 million | Boulder, CO |
| 13 | Jewish Community Foundation of Greater Hartford | 501(c)(3) | $6.0 million | West Hartford, CT |
| 14 | Lorain County Community College Foundation (LCCCF) | 501(c)(3) | $3.7 million | Elyria, OH |
| 15 | Butler Community College Foundation | 501(c)(3) | $1.9 million | El Dorado, KS |
| 16 | St Vincent's Foundation | 501(c)(3) | $11 million | Jacksonville, FL |
| 17 | Charlevoix County Community Foundation | 501(c)(3) | $3.6 million | East Jordan, MI |
| 18 | Community Foundation of Grundy County | 501(c)(3) | $2.0 million | Morris, IL |
| 19 | Community Foundation of Northeast Iowa | 501(c)(3) | $10 million | Cedar Falls, IA |
| 20 | CREATE Foundation | 501(c)(3) | $17 million | Tupelo, MS |
| 21 | See SCH of Disclosure | 501(c)(3) | $4.7 million | Jacksonville, FL |
| 22 | Chi Omega Foundation | 501(c)(3) | $6.3 million | Memphis, TN |
| 23 | Wabash Valley Community Foundation (WVCF) | 501(c)(3) | $4.4 million | Terre Haute, IN |
| 24 | Jewish Community Foundation (JCF) | 501(c)(3) | $4.1 million | Cherry Hill, NJ |
| 25 | Newton Medical Center Foundation | 501(c)(3) | $1.6 million | Newton, NJ |