Perinatal Foundation INC EIN 39-1510620 Form 990 (PDF) Claim this org

Perinatal Foundation INC FY2020 filing

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Promotes excellence in perinatal healthcare for women, babies, and families. For fiscal year 2020 it reported $255K in revenue, $192K in expenses, and $4.1M in net assets.Pt I

Type
Public charity (501(c)(3)) · Medical Research
Location
Milwaukee, WI
Website
www.perinatalweb.org
Filings
5 on file (2020–2020)
Revenue
$255KFY2020
Expenses
$192K
Net assets
$4.1M
People
14
Filings
5
Updates
0
More identity details & actions ⌄
EIN  39-1510620 Public charity (501(c)(3)) Milwaukee, WI
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Promotes excellence in perinatal healthcare for women, babies, and families.
Leadership
Money in and out
$255K revenue, $192K expenses
Bottom line
51% program efficiency
Where the money goes · FY2020
Total revenue
$255K
Pt VIII · Ln 12
Total expenses
$192K
Pt IX · Ln 25
Net assets
$4.1M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $64K
Where spending went · Part IX cols B–D
Program services $0.51 Management & general $0.43 Fundraising $0.07
Program efficiency
51%
of spending reaches programs
Operating runway
254.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
+25%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$255K
FY2020
Expenses
$192K
FY2020
Total assets
$4.1M
FY2020
Total liabilities
$8K
FY2020
Total revenue
$255K
Pt VIII · Ln 12
Total expenses
$192K
Pt IX · Ln 25
Net assets
$4.1M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$64K
Total assetsPt X · Ln 16$4.1M
Program-expense ratioPt IX · col B51%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPerinatal Foundation INC
EINHdr · item D39-1510620
Principal addressHdr · item CMilwaukee, WI
WebsiteHdr · item Jwww.perinatalweb.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MWI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFMedical Research (H9XI)
Ruling yearIRS BMFAug 1985

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Wapc Representative
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

3 program services account for $95K of program spending, described in the organization's own filed words · FY2020.
01

The perinatal foundation is a supporting organization of wapc. An unrestricted educational grant of $58,000 was distributed during 2020. The grant enabled wapc to take the lead in the formation of the wisconsin perinatal quality collaborative and to continue upgrades and enhancements to PERIDATA.NET.

$82Kprogram expense
02

Myrtle Bahm Leonard Scholarship Fund

The scholarship fund underwrites the cost of childcare expenses for students at three wisconsin colleges. All students selected have children in the college-run childcare program and are pursuing careers in health care.

$12Kprogram expense
03

Thomas a Leonard Memorial Lecture Fund

The lecture fund supports an annual presentation by a nationally recognized speaker at the wisconsin association of perinatal care statewide perinatal conference each year.

$1Kprogram expense

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Statement of Revenue

Part VIII
Investment income$225K · 88%
Contributions & grants$30K · 12%
Investment income88%$225K
Contributions & grants12%$30K
Program service revenue$1K
Total revenueLn 12$255K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.51 Management & general $0.43 Fundraising $0.07
Program services51%$97K
Management & general43%$82K
Fundraising7%$13K
Total functional expensesLn 25$192K

Balance Sheet

Part X · end of year
CashLn 1$140K
Total assetsLn 16$4.1M
Total liabilitiesLn 26$8K
Total net assetsLn 32$4.1M
Months of cash on handcomputed8.8

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $4.1M · Operating expenses/yr $192K
254.1 months
Where the money goes
Program services
Program services $97K · Total expenses $192K
51%
Management & General
Management & general $82K · Total expenses $192K
43%
Fundraising
Fundraising $13K · Total expenses $192K
7%
Cost to raise $1
Fundraising expense $13K · Solicited contributions $30K
$0.44 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $30K · Total revenue $255K
12%
Government reliance
Government grants — · Total revenue $255K
Earned-income share
Program service revenue $1K · Total revenue $255K
0.4%
Investment reliance
Investment income $225K · Total revenue $255K
+88%
Program self-sufficiency
Program service revenue $1K · Total expenses $192K
0.6%
Growth & trend
Revenue growth (YoY)
This year $255K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $4.1M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $255K · Expenses $192K
+25%
Liabilities-to-Assets
Total liabilities — · Total assets $4.1M
Net-asset ratio
Net assets $4.1M · Total assets $4.1M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $3.9M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $4.1M
96%
People & payroll
Highest Reported Total Compensation
Individual Chris Van Mullem Rnc Ms · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $192K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $192K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 51%
Overhead ratio 43%
Fundraising cost ratio 44%
Investment management fee ratio 0.5%
Accounting fee ratio 8%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 7 grants · $647K · 2020–2024
Unitemized GrantFY2020$11,500
Unitemized GrantFY2020$1,250

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$274K revenue · ⤓ 990 PDF
FY2023$218K revenue · ⤓ 990 PDF
FY2022$245K revenue · ⤓ 990 PDF
FY2021$385K revenue · ⤓ 990 PDF
FY2020$255K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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