Caring Place INC

IRS exemption revoked

Waukesha, WIUnknown exempt organization EIN 39-1615978Revenue $375K in FY2020

On file with the IRScaringplacewaukesha.org810 N East Ave · Waukesha, WI

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The Caring Place, Inc. is dedicated to promoting wellness and enhancing life for adults who require assistance in the activities of daily living accomplished through two programs Adult Day Services Meals on Wheels.

89¢ of each $1 spent went to programs.
Run by 150 volunteers and 21 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
Concern: the IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2020
latest Form 990
Concern: the latest return is for FY2020, 6 tax years back; more than 4 tax years.
IRS e-file · Filing history
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $26K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$375K
Spent
$444K
To programs
89%
Net assets
$69K

From the FY2020 Form 990 · see the original

990 PDF Claim
IRS revoked this organization's tax-exempt status on May 15, 2024

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2020.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $397K Management & general 10% · $45K Fundraising 0% · $2K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation
Vice-President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
See Caring Place 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

Provides daily meals and support services for adults needing assistance.

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Provided by the organization

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1 program · $397K · in their own filed words · FY2020
01

To provide a place for older Americans to interact with their peers and to provide health services and meals on wheels, about 90 a day

$397Kprogram 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 · FY2020
Total grants receivedfrom 1 funder$26K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$375K
Ln 12
Fees for servicesLn 2g$219K
Gifts and grantsLn 1h$156K
Investment incomeLn 3$20
Money outPt IX
$444K
Ln 25
Programscol B$397K
Managementcol C$45K
Fundraisingcol D$2K
Owns and owesPt X
$69K
net assets · Ln 32
Cash and savingsLn 1–2$31K
Total assetsLn 16$72K
LiabilitiesLn 26$4K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$156K
Government grantsLn 1e$23K
Fees for servicesLn 2g$219K
Investment incomeLn 3$20
Total revenueLn 12$375K
Assets in detailPt X, end of year
CashLn 1$21K
SavingsLn 2$11K
Cash and savings togetherLn 1–2$31K
Land, buildings, equipmentLn 10c$29K
Total assetsLn 16$72K
LiabilitiesLn 26$4K
Net assetsLn 32$69K
OperationsPt I, VI
EmployeesI 521
VolunteersI 6150
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 FY20End FY20
Cash and savingsLn 1–2$66K$31K
Land, buildings, equipmentLn 10c$35K$29K
Total assetsLn 16$157K$72K
LiabilitiesLn 26$19K$4K
Net assetsLn 32$138K$69K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$296K$261K$33K$2K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$25K$22K$3K$153
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$3K$3K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$646$646
Information technologyLn 14$473$473
RoyaltiesLn 15$0
OccupancyLn 16$14K$12K$2K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$6K$5K$948
InsuranceLn 23$6K$6K$300
Other expenses (24a–d)Ln 24$85K$83K$2K
All other expensesLn 24e$8K$6K$1K
Total functional expensesLn 25$444K$397K$45K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2020 Latest Viewing $375K$444K−$69K$69K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $375,341 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $76,450$156,374
I-9 Program service revenuePrior year $385,600$218,947
I-10 Investment incomePrior year $43$20
I-11 Other revenue$0
I-12 Total revenuePrior year $462,093$375,341
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $308,212$320,852
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $151,223$123,610
I-18 Total expensesPrior year $459,435$444,462
I-19 Revenue less expensesPrior year $2,658−$69,121
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $375,341 across 6 lines filed
VIII-1e Government grants$23,200
VIII-1f All other contributions, gifts and grants$133,174
VIII-1h Total contributions, gifts and grants$156,374
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $218,947$218,947
VIII-3 Investment incomeRelated to mission $20$20
VIII-12 Total revenueRelated to mission $218,967$375,341
Part IX · Statement of functional expenses $444,462 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $261,318 · Management $33,000 · Fundraising $2,000$296,318
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $21,856 · Management $2,525 · Fundraising $153$24,534
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $2,800$2,800
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $646$646
IX-14 Information technologyPrograms $473$473
IX-15 Royalties$0
IX-16 OccupancyPrograms $11,985 · Management $2,115$14,100
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $5,372 · Management $948$6,320
IX-23 InsurancePrograms $5,936 · Management $300$6,236
IX-24 Other expenses (24a–d)Programs $83,417 · Management $2,007$85,424
IX-24e All other expensesPrograms $6,469 · Management $1,142$7,611
IX-25 Total functional expensesPrograms $397,472 · Management $44,837 · Fundraising $2,153$444,462
Part X · Balance sheet $72,236 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $66,197$20,847
X-2 Savings and temporary cash investments$10,531
X-4 Accounts receivableStart of year $32,523$8,009
X-9 Prepaid expenses and deferred chargesStart of year $1,931$3,718
X-10c Land, buildings and equipment, netStart of year $35,451$29,131
X-16 Total assetsStart of year $156,898$72,236
X-17 Accounts payable and accrued expensesStart of year $19,181$3,640
X-26 Total liabilitiesStart of year $19,181$3,640
X-27 Net assets without donor restrictionsStart of year $116,921$47,800
X-28 Net assets with donor restrictionsStart of year $20,796$20,796
X-32 Total net assets or fund balancesStart of year $137,717$68,596
X-33 Total liabilities and net assetsStart of year $156,898$72,236
Part XI · Reconciliation of net assets $68,596 net assets at year end
XI-1 Total revenue$375,341
XI-2 Total expenses$444,462
XI-3 Revenue less expenses−$69,121
XI-4 Net assets at start of year$137,717
XI-10 Net assets at end of year$68,596

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

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