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.
$97K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
$97K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 6.5 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
$460K
3% of total assets
Looks good: liabilities are 3% 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
$5.4M
+7% vs prior year
Spent
$5.2M
To programs
83%
Net assets
$17.3M
By yearFY2020–FY2024
Revenue
$5.4M
FY2023▲ +7%
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
$5.2M
FY2023▲ +5%
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
$17.3M
FY2023▲ +5%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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% · $4.3M Management & general 17% · $887K Fundraising 0% · $7K

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; $97K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$96,921Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$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 · $3.8M · in their own filed words · FY2023
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

$2.1Mprogram expense
02

Agency Work Programs

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

$985Kprogram 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

$662Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$5.4M
Ln 12
Fees for servicesLn 2g$4.6M
Gifts and grantsLn 1h$640K
Investment incomeLn 3$96K
Money outPt IX
$5.2M
Ln 25
Programscol B$4.3M
Managementcol C$887K
Fundraisingcol D$7K
Owns and owesPt X
$17.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$17.7M
LiabilitiesLn 26$460K
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$640K
Noncash giftsLn 1g$12K
Fundraising eventsLn 1c$46K
Fees for servicesLn 2g$4.6M
Investment incomeLn 3$96K
Other incomeLn 4–11$67K
Gains on assetsLn 7$6K
Total revenueLn 12$5.4M
Assets in detailPt X, end of year
CashLn 1$1K
SavingsLn 2$2.8M
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$7.3M
Other assetsLn 15$5.3M
Total assetsLn 16$17.7M
LiabilitiesLn 26$460K
Net assetsLn 32$17.3M
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 FY23End FY23
Cash and savingsLn 1–2$4.1M$2.8M
InvestmentsLn 11–13$600K$1.9M
Land, buildings, equipmentLn 10c$7.1M$7.3M
Total assetsLn 16$16.9M$17.7M
LiabilitiesLn 26$478K$460K
Net assetsLn 32$16.4M$17.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$126K$99K$27K
Other salaries and wagesLn 7$3.0M$2.4M$604K
Pension plan contributionsLn 8$72K$57K$15K
Other employee benefitsLn 9$544K$436K$108K
Payroll taxesLn 10$226K$180K$46K
Investment management feesLn 11f$4K$4K
Other fees for servicesLn 11g$322K$319K$3K
Advertising and promotionLn 12$6K$5K$821
Office expensesLn 13$137K$119K$18K
Information technologyLn 14$97K$85K$13K
OccupancyLn 16$229K$219K$10K
Depreciation, depletion and amortizationLn 22$207K$197K$10K
InsuranceLn 23$17K$15K$2K
Other expenses (24a–d)Ln 24$222K$188K$28K$7K
Total functional expensesLn 25$5.2M$4.3M$887K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $6.1M$5.6M$436K$18.2M 990 PDF
FY2023 Viewing $5.4M$5.2M$230K$17.3M 990 PDF
FY2022 $5.1M$5.0M$128K$16.4M 990 PDF
FY2021 $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 FY2023 990 (6 parts)
Part I · Summary $5,420,317 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $650,020$639,874
I-9 Program service revenuePrior year $4,295,130$4,616,693
I-10 Investment incomePrior year $33,916$96,310
I-11 Other revenuePrior year $107,106$67,440
I-12 Total revenuePrior year $5,086,172$5,420,317
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 $3,771,568$3,949,220
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,186,729$1,241,581
I-18 Total expensesPrior year $4,958,297$5,190,801
I-19 Revenue less expensesPrior year $127,875$229,516
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 $5,420,317 across 13 lines filed
VIII-1a Federated campaigns$105,556
VIII-1c Fundraising events$46,227
VIII-1d Related organizations$183,978
VIII-1f All other contributions, gifts and grants$304,113
VIII-1g Noncash contributions (included above)$11,785
VIII-1h Total contributions, gifts and grants$639,874
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,616,693$4,616,693
VIII-3 Investment incomeExcluded from tax $90,070$90,070
VIII-6 Net rental income or lossUnrelated business $3,303 · Excluded from tax $90,707$94,010
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,240$6,240
VIII-8 Net income from fundraising eventsExcluded from tax −$27,530−$27,530
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $960$960
VIII-12 Total revenueRelated to mission $4,616,693 · Unrelated business $3,303 · Excluded from tax $160,447$5,420,317
Part IX · Statement of functional expenses $5,190,801 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $99,004 · Management $26,546$125,550
IX-7 Other salaries and wagesPrograms $2,377,772 · Management $604,193$2,981,965
IX-8 Pension plan contributionsPrograms $56,608 · Management $15,178$71,786
IX-9 Other employee benefitsPrograms $436,262 · Management $107,674$543,936
IX-10 Payroll taxesPrograms $180,211 · Management $45,772$225,983
IX-11f Investment management feesManagement $4,309$4,309
IX-11g Other fees for servicesPrograms $319,497 · Management $2,995$322,492
IX-12 Advertising and promotionPrograms $5,481 · Management $821$6,302
IX-13 Office expensesPrograms $118,962 · Management $17,828$136,790
IX-14 Information technologyPrograms $84,686 · Management $12,690$97,376
IX-16 OccupancyPrograms $218,582 · Management $9,960$228,542
IX-22 Depreciation, depletion and amortizationPrograms $196,943 · Management $9,636$206,579
IX-23 InsurancePrograms $14,654 · Management $2,196$16,850
IX-24 Other expenses (24a–d)Programs $187,527 · Management $27,605 · Fundraising $7,209$222,341
IX-25 Total functional expensesPrograms $4,296,189 · Management $887,403 · Fundraising $7,209$5,190,801
Part X · Balance sheet $17,748,052 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,000$1,000
X-2 Savings and temporary cash investmentsStart of year $4,053,573$2,798,525
X-4 Accounts receivableStart of year $425,478$421,072
X-9 Prepaid expenses and deferred chargesStart of year $26,865$116,783
X-10c Land, buildings and equipment, netStart of year $7,133,248$7,302,213
X-11 Publicly traded securitiesStart of year $600,000$1,856,126
X-15 Other assetsStart of year $4,684,963$5,252,333
X-16 Total assetsStart of year $16,925,127$17,748,052
X-17 Accounts payable and accrued expensesStart of year $470,477$453,123
X-25 Other liabilitiesStart of year $7,825$6,825
X-26 Total liabilitiesStart of year $478,302$459,948
X-27 Net assets without donor restrictionsStart of year $16,413,926$17,224,417
X-28 Net assets with donor restrictionsStart of year $32,899$63,687
X-32 Total net assets or fund balancesStart of year $16,446,825$17,288,104
X-33 Total liabilities and net assetsStart of year $16,925,127$17,748,052
Part XI · Reconciliation of net assets $17,288,104 net assets at year end
XI-1 Total revenue$5,420,317
XI-2 Total expenses$5,190,801
XI-3 Revenue less expenses$229,516
XI-4 Net assets at start of year$16,446,825
XI-5 Net unrealized gains (losses) on investments$44,393
XI-9 Other changes in net assets$567,370
XI-10 Net assets at end of year$17,288,104

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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