The Threshold incorporated provides programs and services for children under 3 years of age and adults 18 years and older with disabilities in southeastern wisconsin, particularly washington and surrounding counties.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$115K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $573K a year · 10% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$115K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
10 mo
of spending, in cash
Looks good: 9.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $280K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$360K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.5M
+42% vs prior year
Spent
$4.5M
To programs
83%
Net assets
$16.8M
By yearFY2020–FY2024
Revenue
$6.5M
FY2021▲ +42%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.6M
FY2021$6.5M
FY2022$5.1M
FY2023$5.4M
FY2024$6.1M
Expenses
$4.5M
FY2021▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.6M
FY2021$4.5M
FY2022$5.0M
FY2023$5.2M
FY2024$5.6M
Net assets
$16.8M
FY2021▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020$14.0M
FY2021$16.8M
FY2022$16.4M
FY2023$17.3M
FY2024$18.2M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $3.7M Management & general 17% · $765K Fundraising 0% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $115K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$115,464Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
John Bloor——$102,744$115,464$123,267
Michael Hoffman$99,503$96,921$85,764——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Threshold INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports children under three and adults with disabilities through programs and services.

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Provided by the organization

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3 programs · $3.3M · in their own filed words · FY2021
01

Day Services

Provides options for youth and adults with disabilities to enjoy leisure activities or work on skill-building activities; scheduled after hours and weekend activities; social, community, leisure and recreation activities

$1.7Mprogram expense
02

Agency Work Programs

Individuals with disabilities are employed by the organization to work in its tti industries AND/OR clean sweep divisions

$981Kprogram expense
03

Birth to Three

Using natural environment settings, this program offers service coordination, special education, therapy and family support to children ages birth to three with developmental delays or disabilities

$580Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 4 funders$280K
See all 4 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$6.5M
Ln 12
Fees for servicesLn 2g$3.8M
Gifts and grantsLn 1h$2.6M
Other incomeLn 4–11$114K
Money outPt IX
$4.5M
Ln 25
Programscol B$3.7M
Managementcol C$765K
Fundraisingcol D$3K
Owns and owesPt X
$16.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.7M
Total assetsLn 16$17.2M
LiabilitiesLn 26$360K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Government grantsLn 1e$1.2M
Noncash giftsLn 1g$3K
Fundraising eventsLn 1c$42K
Fees for servicesLn 2g$3.8M
Investment incomeLn 3$18K
Other incomeLn 4–11$114K
Gains on assetsLn 7$13K
Total revenueLn 12$6.5M
Assets in detailPt X, end of year
CashLn 1$1K
SavingsLn 2$3.7M
Cash and savings togetherLn 1–2$3.7M
InvestmentsLn 11–13$636K
Land, buildings, equipmentLn 10c$7.2M
Other assetsLn 15$5.1M
Total assetsLn 16$17.2M
LiabilitiesLn 26$360K
Net assetsLn 32$16.8M
OperationsPt I, VI
EmployeesI 5196
VolunteersI 626
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$1.6M$3.7M
InvestmentsLn 11–13$659K$636K
Land, buildings, equipmentLn 10c$7.4M$7.2M
Total assetsLn 16$14.3M$17.2M
LiabilitiesLn 26$352K$360K
Net assetsLn 32$14.0M$16.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$136K$107K$29K
Other salaries and wagesLn 7$2.5M$2.0M$504K
Pension plan contributionsLn 8$68K$54K$15K
Other employee benefitsLn 9$567K$455K$112K
Payroll taxesLn 10$192K$151K$41K
Other fees for servicesLn 11g$291K$289K$2K
Advertising and promotionLn 12$9K$8K$1K
Office expensesLn 13$117K$103K$15K
Information technologyLn 14$68K$60K$8K
OccupancyLn 16$191K$179K$12K
Depreciation, depletion and amortizationLn 22$199K$186K$13K
InsuranceLn 23$15K$13K$2K
Other expenses (24a–d)Ln 24$155K$139K$13K$3K
Total functional expensesLn 25$4.5M$3.7M$765K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $6.1M$5.6M$436K$18.2M 990 PDF
FY2023 $5.4M$5.2M$230K$17.3M 990 PDF
FY2022 $5.1M$5.0M$128K$16.4M 990 PDF
FY2021 Viewing $6.5M$4.5M$2.0M$16.8M 990 PDF
FY2020 $4.6M$4.6M$34K$14.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $6,539,239 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $661,633$2,588,650
I-9 Program service revenuePrior year $2,959,506$3,819,369
I-10 Investment incomePrior year $36,299$17,583
I-11 Other revenuePrior year $942,118$113,637
I-12 Total revenuePrior year $4,599,556$6,539,239
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,439,508$3,457,856
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,125,584$1,044,324
I-18 Total expensesPrior year $4,565,092$4,502,180
I-19 Revenue less expensesPrior year $34,464$2,037,059
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,539,239 across 14 lines filed
VIII-1a Federated campaigns$109,979
VIII-1c Fundraising events$42,351
VIII-1d Related organizations$161,294
VIII-1e Government grants$1,244,033
VIII-1f All other contributions, gifts and grants$1,030,993
VIII-1g Noncash contributions (included above)$3,214
VIII-1h Total contributions, gifts and grants$2,588,650
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,819,369$3,819,369
VIII-3 Investment incomeExcluded from tax $4,194$4,194
VIII-6 Net rental income or lossUnrelated business $3,600 · Excluded from tax $119,837$123,437
VIII-7 Net gain or loss on sales of assetsExcluded from tax $13,389$13,389
VIII-8 Net income from fundraising eventsExcluded from tax −$10,160−$10,160
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $360$360
VIII-12 Total revenueRelated to mission $3,819,369 · Unrelated business $3,600 · Excluded from tax $127,620$6,539,239
Part IX · Statement of functional expenses $4,502,180 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $107,321 · Management $28,926$136,247
IX-7 Other salaries and wagesPrograms $1,991,380 · Management $503,656$2,495,036
IX-8 Pension plan contributionsPrograms $53,820 · Management $14,506$68,326
IX-9 Other employee benefitsPrograms $454,791 · Management $111,844$566,635
IX-10 Payroll taxesPrograms $150,932 · Management $40,680$191,612
IX-11g Other fees for servicesPrograms $288,714 · Management $2,217$290,931
IX-12 Advertising and promotionPrograms $7,688 · Management $1,091$8,779
IX-13 Office expensesPrograms $102,736 · Management $14,576$117,312
IX-14 Information technologyPrograms $59,777 · Management $8,481$68,258
IX-16 OccupancyPrograms $178,988 · Management $11,622$190,610
IX-22 Depreciation, depletion and amortizationPrograms $185,721 · Management $12,853$198,574
IX-23 InsurancePrograms $13,275 · Management $1,883$15,158
IX-24 Other expenses (24a–d)Programs $139,294 · Management $12,583 · Fundraising $2,825$154,702
IX-25 Total functional expensesPrograms $3,734,437 · Management $764,918 · Fundraising $2,825$4,502,180
Part X · Balance sheet $17,151,603 assets, 15 lines filed
X-1 Cash, non-interest-bearing$1,000
X-2 Savings and temporary cash investmentsStart of year $1,553,425$3,674,880
X-4 Accounts receivableStart of year $356,967$529,565
X-9 Prepaid expenses and deferred chargesStart of year $30,147$23,245
X-10c Land, buildings and equipment, netStart of year $7,415,663$7,216,000
X-11 Publicly traded securitiesStart of year $659,414$635,836
X-15 Other assetsStart of year $4,306,306$5,071,077
X-16 Total assetsStart of year $14,321,922$17,151,603
X-17 Accounts payable and accrued expensesStart of year $343,708$351,852
X-25 Other liabilitiesStart of year $7,825$7,825
X-26 Total liabilitiesStart of year $351,533$359,677
X-27 Net assets without donor restrictionsStart of year $9,628,285$11,702,999
X-28 Net assets with donor restrictionsStart of year $4,342,104$5,088,927
X-32 Total net assets or fund balancesStart of year $13,970,389$16,791,926
X-33 Total liabilities and net assetsStart of year $14,321,922$17,151,603
Part XI · Reconciliation of net assets $16,791,926 net assets at year end
XI-1 Total revenue$6,539,239
XI-2 Total expenses$4,502,180
XI-3 Revenue less expenses$2,037,059
XI-4 Net assets at start of year$13,970,389
XI-5 Net unrealized gains (losses) on investments$25,834
XI-9 Other changes in net assets$758,644
XI-10 Net assets at end of year$16,791,926

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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