Newbridge Madison INC FY2020 filing

Tax-deductible

Madison, WI501(c)(3)Since 1974Human ServicesEIN 39-1211331Revenue $2.1M in FY2020

On file with the IRSnewbridgemadison.org1625 Northport Drive 125, 53704-2300 · Madison, WITax-exempt since Jun 1980Publicly supported charity — 170(b)(1)(A)(vi)

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Providing older adults a bridge to successful aging.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$73K 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

FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $4K a year · under 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$73K
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
Cash reserves
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$279K
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
Spent
$2.1M
To programs
87%
Net assets
$693K
By yearFY2020–FY2025
Revenue
$2.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$2.2M
FY2022$2.7M
FY2023$2.6M
FY2024$2.6M
FY2025$2.5M
Expenses
$2.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$2.2M
FY2022$2.5M
FY2023$2.6M
FY2024$2.8M
FY2025$2.6M
Net assets
$693K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$693K
FY2021$716K
FY2022$950K
FY2023$1.0M
FY2024$839K
FY2025$732K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1980.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $1.9M Management & general 11% · $226K Fundraising 2% · $42K

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

8 people listed on the 990; $73K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$72,692Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

James Krueger’s $95K as Executive Director is at the 31st percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
James Krueger$95,460$92,569$86,825$81,901$75,908$72,692

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.

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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

Empowers older adults with resources for health, safety, independence, and community connection.

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Provided by the organization

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3 programs · $1.4M · in their own filed words · FY2020
01

Case management- provide senior adults the support, resources, and community services they need to safely remain in their own homes. Case managers conduct home visits to assess the individual needs of each senior adult and then provide information, referrals, and advocacy according to those needs.

$887Kprogram expense
02

Nutrition and dietician- provides nutritious luncheons for senior adults at various locations throughout madison and monona. In addition to a delicious full meal, socialization, entertainment, and educational programs are provided prior to the meal. Guests 60 years of age or older are asked to provide an anonymous donation.

$421Kprogram expense
03

Senior Activities

Provides weekday social, educational, and exercise programs at various sites in the community. Card games, entertainment, day trips, movies, crafts, bingo, intergenerational programs, book discussion groups, various support groups, blook pressure clinics, exercise classes, computer assistance, informational presentations, transportation…

$129Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 8 grants · $38K · 2022–2025
Unitemized GrantFY2025$5,966
Unitemized GrantFY2023$11,493
Unitemized GrantFY2023$8,273
Unitemized GrantFY2023$552
Unitemized GrantFY2023$73
Unitemized GrantFY2022$6,487
Unitemized GrantFY2022$4,441
Unitemized GrantFY2022$395

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$2.1M
Fees for servicesLn 2g$39K
Other incomeLn 4–11$885
Money outPt IX
$2.1M
Ln 25
Programscol B$1.9M
Managementcol C$226K
Fundraisingcol D$42K
Owns and owesPt X
$693K
net assets · Ln 32
Cash and savingsLn 1–2$531K
Total assetsLn 16$972K
LiabilitiesLn 26$279K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Government grantsLn 1e$1.9M
Fees for servicesLn 2g$39K
Investment incomeLn 3$639
Other incomeLn 4–11$885
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$115K
SavingsLn 2$416K
Cash and savings togetherLn 1–2$531K
InvestmentsLn 11–13$52K
Land, buildings, equipmentLn 10c$173K
Other assetsLn 15$33K
Total assetsLn 16$972K
LiabilitiesLn 26$279K
Net assetsLn 32$693K
OperationsPt I, VI
EmployeesI 548
VolunteersI 6320
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$525K$531K
InvestmentsLn 11–13$51K$52K
Land, buildings, equipmentLn 10c$194K$173K
Total assetsLn 16$957K$972K
LiabilitiesLn 26$269K$279K
Net assetsLn 32$688K$693K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$81K$72K$7K$2K
Other salaries and wagesLn 7$1.2M$1.0M$104K$28K
Pension plan contributionsLn 8$29K$25K$3K$693
Other employee benefitsLn 9$94K$83K$8K$2K
Payroll taxesLn 10$103K$91K$9K$2K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$183K$152K$31K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$98K$78K$20K$576
Information technologyLn 14$11K$5K$6K
OccupancyLn 16$116K$104K$8K$4K
TravelLn 17$17K$17K$621$155
Conferences, conventions and meetingsLn 19$11K$10K$689
InterestLn 20$6K$5K$366$190
Depreciation, depletion and amortizationLn 22$21K$18K$2K$504
InsuranceLn 23$22K$20K$2K$679
Other expenses (24a–d)Ln 24$155K$154K$1K
All other expensesLn 24e$4K$4K$57
Total functional expensesLn 25$2.1M$1.9M$226K$42K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.5M$2.6M−$113K$732K 990 PDF
FY2024 $2.6M$2.8M−$195K$839K 990 PDF
FY2023 $2.6M$2.6M$72K$1.0M 990 PDF
FY2022 $2.7M$2.5M$238K$950K 990 PDF
FY2021 $2.2M$2.2M$18K$716K 990 PDF
FY2020 Viewing $2.1M$2.1M$3K$693K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $2,131,210 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,865,531$2,091,139
I-9 Program service revenuePrior year $20,747$38,547
I-10 Investment incomePrior year $1,227$639
I-11 Other revenuePrior year $30,194$885
I-12 Total revenuePrior year $1,917,699$2,131,210
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 $1,480,227$1,466,389
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $615,768$662,011
I-18 Total expensesPrior year $2,095,995$2,128,400
I-19 Revenue less expensesPrior year −$178,296$2,810
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,131,210 across 7 lines filed
Lines not itemized here account for $1,860 of total revenue; see the IRS return.
VIII-1a Federated campaigns$43,758
VIII-1e Government grants$1,856,900
VIII-1f All other contributions, gifts and grants$190,481
VIII-1h Total contributions, gifts and grants$2,091,139
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $37,572$37,572
VIII-3 Investment incomeExcluded from tax $639$639
VIII-12 Total revenueRelated to mission $38,547 · Unrelated business $0 · Excluded from tax $1,524$2,131,210
Part IX · Statement of functional expenses $2,128,400 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $71,519 · Management $7,226 · Fundraising $1,947$80,692
IX-7 Other salaries and wagesPrograms $1,028,279 · Management $103,897 · Fundraising $27,992$1,160,168
IX-8 Pension plan contributionsPrograms $25,456 · Management $2,572 · Fundraising $693$28,721
IX-9 Other employee benefitsPrograms $83,289 · Management $8,416 · Fundraising $2,267$93,972
IX-10 Payroll taxesPrograms $91,146 · Management $9,209 · Fundraising $2,481$102,836
IX-11c Accounting feesManagement $13,800$13,800
IX-11g Other fees for servicesPrograms $151,636 · Management $30,970$182,606
IX-12 Advertising and promotionManagement $5,249$5,249
IX-13 Office expensesPrograms $77,557 · Management $20,107 · Fundraising $576$98,240
IX-14 Information technologyPrograms $4,541 · Management $6,050$10,591
IX-16 OccupancyPrograms $104,031 · Management $7,693 · Fundraising $4,029$115,753
IX-17 TravelPrograms $16,703 · Management $621 · Fundraising $155$17,479
IX-19 Conferences, conventions and meetingsPrograms $10,027 · Management $689$10,716
IX-20 InterestPrograms $4,944 · Management $366 · Fundraising $190$5,500
IX-22 Depreciation, depletion and amortizationPrograms $18,142 · Management $1,867 · Fundraising $504$20,513
IX-23 InsurancePrograms $19,813 · Management $1,954 · Fundraising $679$22,446
IX-24 Other expenses (24a–d)Programs $153,640 · Management $1,014$154,654
IX-24e All other expensesManagement $4,407 · Fundraising $57$4,464
IX-25 Total functional expensesPrograms $1,860,723 · Management $226,107 · Fundraising $41,570$2,128,400
Part X · Balance sheet $972,062 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $130,205$114,877
X-2 Savings and temporary cash investmentsStart of year $395,160$416,482
X-3 Pledges and grants receivableStart of year $35,242$150,261
X-4 Accounts receivableStart of year $96,519$7,707
X-9 Prepaid expenses and deferred chargesStart of year $24,080$25,480
X-10c Land, buildings and equipment, netStart of year $193,628$173,115
X-11 Publicly traded securitiesStart of year $51,261$51,265
X-12 Other securities$236
X-15 Other assetsStart of year $30,847$32,639
X-16 Total assetsStart of year $956,942$972,062
X-17 Accounts payable and accrued expensesStart of year $148,071$113,594
X-19 Deferred revenueStart of year $2,275$4,211
X-25 Other liabilitiesStart of year $0$57,484
X-26 Total liabilitiesStart of year $269,276$279,440
X-27 Net assets without donor restrictionsStart of year $662,609$689,801
X-28 Net assets with donor restrictionsStart of year $25,057$2,821
X-32 Total net assets or fund balancesStart of year $687,666$692,622
X-33 Total liabilities and net assetsStart of year $956,942$972,062
Part XI · Reconciliation of net assets $692,622 net assets at year end
XI-1 Total revenue$2,131,210
XI-2 Total expenses$2,128,400
XI-3 Revenue less expenses$2,810
XI-4 Net assets at start of year$687,666
XI-5 Net unrealized gains (losses) on investments$240
XI-9 Other changes in net assets$1,906
XI-10 Net assets at end of year$692,622

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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