Revitalize Milwaukee INC

Tax-deductible

Milwaukee, WI501(c)(3)HousingEIN 39-2006470

Revitalize Milwaukee transforms communities by providing free, critical home repairs and comprehensive services to low-income, veterans, seniors, and people with disabilities. see page 2

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 695 volunteers and 11 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
2 of 5
filings with a surplus
Average surplus $69K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$259K
to officers and key staff · 7% of spending
Top officer’s pay higher than 63% of similar orgs
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
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
$415K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.2M
-30% vs prior year
Spent
$4.0M
To programs
88%
Net assets
$2.3M
By yearFY2020–FY2024
Revenue
$3.2M
FY2024▼ -30%
Revenue by fiscal year
FY2020$933K
FY2021$1.8M
FY2022$1.7M
FY2023$4.6M
FY2024$3.2M
Expenses
$4.0M
FY2024▲ +19%
Expenses by fiscal year
FY2020$1.1M
FY2021$1.4M
FY2022$1.9M
FY2023$3.3M
FY2024$4.0M
Net assets
$2.3M
FY2024▼ -26%
Net assets by fiscal year
FY2020$1.5M
FY2021$1.9M
FY2022$1.8M
FY2023$3.2M
FY2024$2.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2000.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $3.5M Management & general 6% · $254K Fundraising 6% · $227K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

12 people listed on the 990; $259K paid to officers and key staff.

Part VII, Section A · reportable compensation
$136,754Pt VII · Sec A
Board Member
$82,230Pt VII · Sec A
$40,008Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice - President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Lynnea Katz-Petted - Through July 2’s $137K as CEO is at the 63rd percentile of top reported officer pay among 2036 $1–10M housing 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lynnea Katz-Petted——$251,600$206,332$190,435
Lynnea Katz-Petted - Through July 2$136,754$227,600———
Mark Charlton$82,230$80,157$57,646——
Melanie Roach - Current$40,008————

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 Revitalize Milwaukee 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 free home repairs and services to low-income residents, veterans, seniors, and people with disabilities.

Provided by the organization

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1 program service account for $3.5M of program spending, described in the organization's own filed words · FY2024.
01

Revitalize Milwaukee, Inc. RM preserves affordable housing and transforms neighborhoods in need of critical repairs throughout Milwaukee and Waukesha Counties. Through our Healthy Homes initiative, we address toxins such as lead, reduce asthma triggers and address safety modifications and emergency repairs.

$3.5Mprogram expense

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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 · FY2025
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.2M
Ln 12
Gifts and grantsLn 1h$3.1M
Investment incomeLn 3$42K
Fees for servicesLn 2g$11K
Money outPt IX
$4.0M
Ln 25
Programscol B$3.5M
Managementcol C$254K
Fundraisingcol D$227K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$633K
Total assetsLn 16$2.8M
LiabilitiesLn 26$415K
PeoplePt VI, VII
12
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.1M
Government grantsLn 1e$2.4M
Noncash giftsLn 1g$32K
Fundraising eventsLn 1c$23K
Fees for servicesLn 2g$11K
Investment incomeLn 3$42K
Gains on assetsLn 7$33K
Total revenueLn 12$3.2M
Assets in detailPt X, end of year
CashLn 1$427K
SavingsLn 2$206K
Cash and savings togetherLn 1–2$633K
Other assetsLn 15$97K
Total assetsLn 16$2.8M
LiabilitiesLn 26$415K
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 511
VolunteersI 6695
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 FY24End FY24
Cash and savingsLn 1–2$385K$633K
Total assetsLn 16$3.6M$2.8M
LiabilitiesLn 26$439K$415K
Net assetsLn 32$3.2M$2.3M
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$183K$179K$805$4K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$553K$417K$46K$90K
Pension plan contributionsLn 8$19K$15K$4K
Other employee benefitsLn 9$51K$40K$5K$6K
Payroll taxesLn 10$58K$47K$4K$7K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$130K$130K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$152K$152K
Advertising and promotionLn 12$8K$8K
Office expensesLn 13$28K$21K$6K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$97K$58K$15K$24K
TravelLn 17$20K$20K$10
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$10K$10K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$2.6M$2.5M$3K$83K
All other expensesLn 24e$45K$11K$34K
Total functional expensesLn 25$4.0M$3.5M$254K$227K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $3.2M$4.0M−$809K$2.3M 990 PDF
FY2023 $4.6M$3.3M$1.2M$3.2M 990 PDF
FY2022 $1.7M$1.9M−$202K$1.8M 990 PDF
FY2021 $1.8M$1.4M$345K$1.9M 990 PDF
FY2020 $933K$1.1M−$203K$1.5M 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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $3,169,128 across 11 lines filed
VIII-1c Fundraising events$23,404
VIII-1e Government grants$2,438,144
VIII-1f All other contributions, gifts and grants$659,328
VIII-1g Noncash contributions (included above)$31,860
VIII-1h Total contributions, gifts and grants$3,120,876
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,915$10,915
VIII-3 Investment incomeExcluded from tax $8,907$8,907
VIII-7 Net gain or loss on sales of assets$32,655
VIII-8 Net income from fundraising events−$8,049
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,824$3,824
VIII-12 Total revenueRelated to mission $14,739 · Excluded from tax $8,907$3,169,128
Part IX · Statement of functional expenses $3,977,968 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 staffPrograms $178,841 · Management $805 · Fundraising $3,620$183,266
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $417,062 · Management $46,053 · Fundraising $90,092$553,207
IX-8 Pension plan contributionsPrograms $15,276 · Fundraising $3,904$19,180
IX-9 Other employee benefitsPrograms $40,209 · Management $4,909 · Fundraising $5,914$51,032
IX-10 Payroll taxesPrograms $46,908 · Management $3,728 · Fundraising $7,455$58,091
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $129,730$129,730
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $152,429$152,429
IX-12 Advertising and promotionFundraising $7,710$7,710
IX-13 Office expensesPrograms $20,800 · Management $6,064 · Fundraising $1,572$28,436
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $58,145 · Management $14,537 · Fundraising $24,228$96,910
IX-17 TravelPrograms $20,270 · Fundraising $10$20,280
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $9,901$9,901
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsuranceManagement $10,719$10,719
IX-24 Other expenses (24a–d)Programs $2,526,091 · Management $3,443 · Fundraising $82,818$2,612,352
IX-24e All other expensesPrograms $11,008 · Management $33,717$44,725
IX-25 Total functional expensesPrograms $3,496,940 · Management $253,705 · Fundraising $227,323$3,977,968
Part X · Balance sheet $2,762,591 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $385,436$427,101
X-2 Savings and temporary cash investments$205,990
X-3 Pledges and grants receivableStart of year $2,481,118$2,016,569
X-4 Accounts receivableStart of year $4,174$11,753
X-9 Prepaid expenses and deferred charges$4,673
X-15 Other assetsStart of year $148,768$96,505
X-16 Total assetsStart of year $3,594,826$2,762,591
X-17 Accounts payable and accrued expensesStart of year $284,426$324,086
X-25 Other liabilitiesStart of year $145,665$91,410
X-26 Total liabilitiesStart of year $438,891$415,496
X-27 Net assets without donor restrictionsStart of year $1,772,693$1,230,430
X-28 Net assets with donor restrictionsStart of year $1,383,242$1,116,665
X-32 Total net assets or fund balancesStart of year $3,155,935$2,347,095
X-33 Total liabilities and net assetsStart of year $3,594,826$2,762,591
Part XI · Reconciliation of net assets $2,347,095 net assets at year end
XI-1 Total revenue$3,169,128
XI-2 Total expenses$3,977,968
XI-3 Revenue less expenses−$808,840
XI-4 Net assets at start of year$3,155,935
XI-10 Net assets at end of year$2,347,095

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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