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Social Development Foundation INC FY2020 filing

IRS exemption revoked

Milwaukee, WI501(c)(3)Human ServicesEIN 47-0923289

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The Social Development Foundation was established in 2003 as a 501(c)(3) nonprofit organization for the sole purpose of providing financial support for the programs and initiatives of the community relations - Social Development commission (sdc). The sdc is the community-action agency for milwaukee county and directs over 20 programs, which offer basic services and asset-building programs to low-income residents. The foundation's vision is to generate private-sector support to supplement tax-based funding, with the result of expanded programs, enhanced services, and a broadened awareness of sdc's mission in the community, empowering milwaukee county residents with the resources to move beyond poverty.

98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

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
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $32K a year · 8% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $15K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$131K
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$304K
Spent
$270K
To programs
98%
Net assets
$260K
By yearFY2020–FY2022
Revenue
$304K
FY2020
Revenue by fiscal year
FY2020$304K
FY2021$427K
FY2022$436K
Expenses
$270K
FY2020
Expenses by fiscal year
FY2020$270K
FY2021$386K
FY2022$414K
Net assets
$260K
FY2020
Net assets by fiscal year
FY2020$260K
FY2021$301K
FY2022$323K

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
IRS revoked this organization's tax-exempt status on May 15, 2026
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2022) →

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2022. IRS ruling in May 2004.

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

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $264K Management & general 2% · $5K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation
Albert Smith
President
$0Pt VII · Sec A
Arnold Cifax SR
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Lisa Goodman
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Aisha Barkow
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Social Development 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

Funds programs and initiatives for Milwaukee County's low-income residents.

Provided by the organization

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3 programs · $195K · in their own filed words · FY2020
01

Asset Building

Provided free tax preparation services to residents filing federal and state tax returns, generating tax refunds and tax credits while saving tax preparation fees. The program also conducted financial literacy workshops where clients participated and opened bank accounts.

$131Kprogram expense
02

Health navigators helps with getting people who need health insurance the help they need.

$34Kprogram expense
03

The milwaukee fatherhood initiative (mfi) engages local fathers with support to enhance their relations with each other and their families, and to increase opportunities in the community. Through education, training, skill practice, and positive reinforcement fathers learn the essential basics of fatherhood.

$30Kprogram 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 · FY2024
Dollar General Literacy FoundationFY2024$10K
Direct Supply Foundation INCFY2024$5K
Total grants receivedfrom 2 funders$15K
Grants paid · 3 grants · $910K · 2020–2022
Social Development CommissionFY2022$351,000
Social Development CommissionFY2021$338,909
Social Development CommissionFY2020$219,955

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$304K
Ln 12
Gifts and grantsLn 1h$282K
Investment incomeLn 3$22K
Money outPt IX
$270K
Ln 25
Programscol B$264K
Managementcol C$5K
Owns and owesPt X
$260K
net assets · Ln 32
Cash and savingsLn 1–2$199K
Total assetsLn 16$391K
LiabilitiesLn 26$131K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$282K
Government grantsLn 1e$91K
Investment incomeLn 3$22K
Gains on assetsLn 7$22K
Total revenueLn 12$304K
Assets in detailPt X, end of year
CashLn 1$199K
Cash and savings togetherLn 1–2$199K
Other assetsLn 15$189K
Total assetsLn 16$391K
LiabilitiesLn 26$131K
Net assetsLn 32$260K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6165
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$133K$199K
Total assetsLn 16$361K$391K
LiabilitiesLn 26$135K$131K
Net assetsLn 32$226K$260K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$220K$220K
Other salaries and wagesLn 7$21K$21K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$2K$2K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$834$834
Office expensesLn 13$5K$5K
OccupancyLn 16$4K$4K
Conferences, conventions and meetingsLn 19$126$126
Other expenses (24a–d)Ln 24$11K$11K
Total functional expensesLn 25$270K$264K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $436K$414K$22K$323K 990 PDF
FY2021 $427K$386K$41K$301K 990 PDF
FY2020 Viewing $304K$270K$34K$260K 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 (4 parts)
Part VIII · Statement of revenue $303,997 across 5 lines filed
VIII-1e Government grants$90,599
VIII-1f All other contributions, gifts and grants$191,005
VIII-1h Total contributions, gifts and grants$281,604
VIII-7 Net gain or loss on sales of assetsExcluded from tax $22,393$22,393
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $22,393$303,997
Part IX · Statement of functional expenses $269,839 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $219,955$219,955
IX-7 Other salaries and wagesPrograms $21,343$21,343
IX-9 Other employee benefitsPrograms $2,044$2,044
IX-10 Payroll taxesPrograms $1,633$1,633
IX-11b Legal feesManagement $1,000$1,000
IX-11c Accounting feesManagement $3,607$3,607
IX-11f Investment management feesManagement $834$834
IX-13 Office expensesPrograms $4,509$4,509
IX-16 OccupancyPrograms $3,960$3,960
IX-19 Conferences, conventions and meetingsPrograms $126$126
IX-24 Other expenses (24a–d)Programs $10,828$10,828
IX-25 Total functional expensesPrograms $264,398 · Management $5,441 · Fundraising $0$269,839
Part X · Balance sheet $391,357 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $133,274$199,457
X-4 Accounts receivableStart of year $57,541$0
X-9 Prepaid expenses and deferred chargesStart of year $2,625$2,956
X-15 Other assetsStart of year $167,384$188,944
X-16 Total assetsStart of year $360,824$391,357
X-17 Accounts payable and accrued expensesStart of year $5,584$2,589
X-25 Other liabilitiesStart of year $129,183$128,552
X-26 Total liabilitiesStart of year $134,767$131,141
X-27 Net assets without donor restrictionsStart of year $223,432$257,260
X-28 Net assets with donor restrictionsStart of year $2,625$2,956
X-32 Total net assets or fund balancesStart of year $226,057$260,216
X-33 Total liabilities and net assetsStart of year $360,824$391,357
Part XI · Reconciliation of net assets $260,216 net assets at year end
XI-1 Total revenue$303,997
XI-2 Total expenses$269,839
XI-3 Revenue less expenses$34,158
XI-4 Net assets at start of year$226,057
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$260,216

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

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