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Lindengrove Foundation INC FY2020 filing

Brookfield, WIUnknown exempt organization EIN 39-1969557Revenue $166K in FY2020

On file with the IRSlindengrove.org18650 W Corporate Drive · Brookfield, WI

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Provide resources necessary for Lindengrove, INC. To fulfill its mission of providing healthcare and senior residential services.

67¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
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
1 of 5
filings with a surplus
Average deficit $24K a year · 14% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Plus $497K in investments, Pt X · Ln 11–13
Fine: 0.1 months of spending in cash, plus $497K in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $9K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$27K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 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
$166K
Spent
$305K
To programs
67%
Net assets
$844K
By yearFY2020–FY2024
Revenue
$166K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$166K
FY2021$113K
FY2022$107K
FY2023$475K
FY2024$13K
Expenses
$305K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$305K
FY2021$173K
FY2022$141K
FY2023$28K
FY2024$346K
Net assets
$844K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$844K
FY2021$894K
FY2022$719K
FY2023$746K
FY2024$440K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 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 Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $203K Management & general 5% · $15K Fundraising 28% · $86K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Linda Erickson-Joel
Chief Executive Officer
$0Pt VII · Sec A
Mark V Sperka
SR. VP Finance & Bus. Integration
$0Pt VII · Sec A
Steven Otten
Executive Director & Board Secretary
$0Pt VII · Sec A
Angela Eslinger
Chairman & President
$0Pt VII · Sec A
$0Pt VII · Sec A
Tal Diekuoss
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lindengrove Foundation 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 15aNo

Programs and updates

Supplies healthcare and senior residential services.

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Provided by the organization

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1 program · $203K · in their own filed words · FY2019
01

Funds provided to lindengrove, inc. For the provision of goods and services to frail elderly residents residing in skilled nursing and assisted living facilities.

$203Kprogram 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 · FY2021
American Online Giving Foundation INCFY2021$6K
Francis J & Patricia a Houlihan FoundationFY2021$3K
Total grants receivedfrom 2 funders$9K
Grants paid · 4 grants · $696K · 2019–2023
Lindengrove CommunitiesFY2023$299,251
Lindengrove INCWI · FY2021$96,000
Lindengrove INCWI · FY2020$97,464
Lindengrove INCWI · FY2019$203,272

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$166K
Ln 12
Gifts and grantsLn 1h$104K
Other incomeLn 4–11$40K
Investment incomeLn 3$21K
Money outPt IX
$305K
Ln 25
Programscol B$203K
Managementcol C$15K
Fundraisingcol D$86K
Owns and owesPt X
$844K
net assets · Ln 32
Cash and savingsLn 1–2$2K
Total assetsLn 16$871K
LiabilitiesLn 26$27K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$104K
Investment incomeLn 3$21K
Other incomeLn 4–11$40K
Gains on assetsLn 7$107
Total revenueLn 12$166K
Assets in detailPt X, end of year
SavingsLn 2$2K
Cash and savings togetherLn 1–2$2K
InvestmentsLn 11–13$497K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$370K
Total assetsLn 16$871K
LiabilitiesLn 26$27K
Net assetsLn 32$844K
OperationsPt I, VI
EmployeesI 55
VolunteersI 60
Fiscal year endsHeaderJune
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$60K$2K
InvestmentsLn 11–13$634K$497K
Land, buildings, equipmentLn 10c$2K$2K
Total assetsLn 16$1.1M$871K
LiabilitiesLn 26$34K$27K
Net assetsLn 32$1.0M$844K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$203K$203K
Other salaries and wagesLn 7$57K$6K$51K
Pension plan contributionsLn 8$698$70$628
Other employee benefitsLn 9$7K$724$7K
Payroll taxesLn 10$4K$410$4K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$21K$2K$19K
Advertising and promotionLn 12$425$42$383
Office expensesLn 13$4K$430$4K
TravelLn 17$193$19$174
Conferences, conventions and meetingsLn 19$88$9$79
Depreciation, depletion and amortizationLn 22$262$26$236
InsuranceLn 23$188$19$169
All other expensesLn 24e$1K$114$1K
Total functional expensesLn 25$305K$203K$15K$86K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $13K$346K−$333K$440K 990 PDF
FY2023 $475K$28K$447K$746K 990 PDF
FY2022 $107K$141K−$34K$719K 990 PDF
FY2021 $113K$173K−$60K$894K 990 PDF
FY2020 Viewing $166K$305K−$139K$844K 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 $165,563 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $197,082$104,338
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $25,937$21,032
I-11 Other revenuePrior year −$8,470$40,193
I-12 Total revenuePrior year $214,549$165,563
I-13 Grants and similar amounts paidPrior year $599,639$203,272
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $136,901$68,629
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $42,447$33,059
I-18 Total expensesPrior year $778,987$304,960
I-19 Revenue less expensesPrior year −$564,438−$139,397
Part VI · Governance 8 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $165,563 across 6 lines filed
VIII-1f All other contributions, gifts and grants$104,338
VIII-1h Total contributions, gifts and grants$104,338
VIII-3 Investment incomeExcluded from tax $20,925$20,925
VIII-7 Net gain or loss on sales of assetsExcluded from tax $107$107
VIII-8 Net income from fundraising eventsExcluded from tax $40,193$40,193
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $61,225$165,563
Part IX · Statement of functional expenses $304,960 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $203,272$203,272
IX-7 Other salaries and wagesManagement $5,659 · Fundraising $50,933$56,592
IX-8 Pension plan contributionsManagement $70 · Fundraising $628$698
IX-9 Other employee benefitsManagement $724 · Fundraising $6,518$7,242
IX-10 Payroll taxesManagement $410 · Fundraising $3,687$4,097
IX-11f Investment management feesManagement $5,844$5,844
IX-11g Other fees for servicesManagement $2,062 · Fundraising $18,561$20,623
IX-12 Advertising and promotionManagement $42 · Fundraising $383$425
IX-13 Office expensesManagement $430 · Fundraising $3,865$4,295
IX-17 TravelManagement $19 · Fundraising $174$193
IX-19 Conferences, conventions and meetingsManagement $9 · Fundraising $79$88
IX-22 Depreciation, depletion and amortizationManagement $26 · Fundraising $236$262
IX-23 InsuranceManagement $19 · Fundraising $169$188
IX-24e All other expensesManagement $114 · Fundraising $1,027$1,141
IX-25 Total functional expensesPrograms $203,272 · Management $15,428 · Fundraising $86,260$304,960
Part X · Balance sheet $870,976 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $60,103$2,159
X-9 Prepaid expenses and deferred chargesStart of year $4,610$0
X-10c Land, buildings and equipment, netStart of year $2,443$2,183
X-11 Publicly traded securitiesStart of year $609,799$490,427
X-12 Other securitiesStart of year $23,708$6,437
X-15 Other assetsStart of year $365,689$369,770
X-16 Total assetsStart of year $1,066,352$870,976
X-17 Accounts payable and accrued expensesStart of year $27,476$9,134
X-25 Other liabilitiesStart of year $6,165$17,889
X-26 Total liabilitiesStart of year $33,641$27,023
X-27 Net assets without donor restrictionsStart of year $593,387$436,936
X-28 Net assets with donor restrictionsStart of year $439,324$407,017
X-32 Total net assets or fund balancesStart of year $1,032,711$843,953
X-33 Total liabilities and net assetsStart of year $1,066,352$870,976
Part XI · Reconciliation of net assets $843,953 net assets at year end
XI-1 Total revenue$165,563
XI-2 Total expenses$304,960
XI-3 Revenue less expenses−$139,397
XI-4 Net assets at start of year$1,032,711
XI-5 Net unrealized gains (losses) on investments−$1,567
XI-9 Other changes in net assets−$47,794
XI-10 Net assets at end of year$843,953

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

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