philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Midwest Energy Research Consortium INC

IRS exemption revoked

Milwaukee, WIUnknown exempt organization EIN 61-1618708Revenue $1.5M in FY2020Latest filing we have: 2019. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSm-werc.orgMilwaukee, WI

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $1,000 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

Driving innovation for the Energy, power, and controls sector by synchronizing market insights, technology innovation and talent & start-up development into a new innovation engine for economic development and growth.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 61-1618708) · Dispute this line
77¢ of each $1 spent went to programs.
Run by 128 volunteers and 4 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
Revoked
IRS exemption revoked
The IRS revoked its tax exemption.
IRS Auto-Revocation List
Latest return
FY2020
latest Form 990
The latest return is for FY2020, 6 tax years back.
IRS e-file · Filing history
Spent on programs
77%
of spending
77% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$147K
to officers and key staff · 10% of spending
Pay to officers and key staff is 10% of spending.
Part VII, Section A
Cash reserves
3.2 mo
of spending, in cash
3.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $75K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$2.0M
98% of total assets
Liabilities are 98% of assets.
Pt X · Ln 26
Independent board members
20
of 21 voting members
20 of 21 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$1.5M
Spent
$1.4M
To programs
77%
Net assets
$43K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

990 PDF Support Claim
IRS revoked this organization's tax-exempt status on November 15, 2023

Is it real?

No. The IRS revoked its tax exemption. Latest filing we have: FY2019.

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

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $1.1M Management & general 19% · $273K Fundraising 3% · $47K

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

Something off? Claim to add context

Who runs it and what they're paid

24 people listed on the 990; $147K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Dan Ebert
Executive Director
$147,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Brett Peters
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Dan Tarrence
Director
$0Pt VII · Sec A
Dan Thoma
Director
$0Pt VII · Sec A
Deb Erwin
Director
$0Pt VII · Sec A
See Midwest Energy Research Consortium INC executive salaries →

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
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Drives innovation in energy, power, and controls by connecting market insights, technology, and talent for economic growth.

Questions for Midwest Energy Research Consortium INC

Tap to ask. Midwest Energy Research Consortium INC sees how many people are interested.

Your first name shows with your question. Midwest Energy Research Consortium INC answers here, for everyone.

1 program · $1.1M · in their own filed words · FY2019
01

The midwest energy research consortium (m-werc), founded in 2009, represents one of america's largest clusters of energy, power and control companies, educational and research institutions, and other key industry stakeholders.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 61-1618708) · Dispute this line
$1.1Mprogram 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 · FY2020
Greater Milwaukee Foundation INCFY2020$75K
Total grants receivedfrom 1 funder$75K
Grants paid · 11 grants · $309K · 2019–2019
Marquette UniversityWI · FY2019$53,600
University of Wisconsin-MadisonFY2019$48,098
University of Wisconsin-MilwaukeeFY2019$40,025
Agricycle Global INCFY2019$30,000
Mesodyne INCFY2019$25,000
Accelerate Wind LLCFY2019$22,500
Steam Energy Labs INCFY2019$20,000
Omega Grid LLCFY2019$20,000
Elektrifi Technologies INCFY2019$20,000
Clocworks INCFY2019$20,000
The Uwm Foundation INCWI · FY2019$10,000

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.4M
Other incomeLn 4–11$41K
Investment incomeLn 3$40K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.1M
Managementcol C$273K
Fundraisingcol D$47K
Owns and owesPt X
$43K
net assets · Ln 32
Cash and savingsLn 1–2$379K
Total assetsLn 16$2.1M
LiabilitiesLn 26$2.0M
PeoplePt VI, VII
24
listed · VII A
PaidVII A1
Voting boardVI 1a21
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Noncash giftsLn 1g$14K
Investment incomeLn 3$40K
Other incomeLn 4–11$41K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$379K
Cash and savings togetherLn 1–2$379K
Pledges and grants receivableLn 3$113K
Accounts receivableLn 4$509K
Prepaid expenses and deferred chargesLn 9$15K
Land, buildings, equipmentLn 10c$661K
Intangible assetsLn 14$141K
Other assetsLn 15$257K
Total assetsLn 16$2.1M
LiabilitiesLn 26$2.0M
Net assetsLn 32$43K
OperationsPt I, VI
EmployeesI 54
VolunteersI 6128
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$74K$379K
Land, buildings, equipmentLn 10c$189K$661K
Total assetsLn 16$1.1M$2.1M
LiabilitiesLn 26$1.1M$2.0M
Net assetsLn 32$8K$43K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$397K$397K
Pay of officers and key staff (Part IX, line 5)Ln 5$180K$124K$31K$26K
Other salaries and wagesLn 7$167K$115K$47K$5K
Payroll taxesLn 10$13K$9K$4K$383
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$57K$1K$56K$46
Other fees for servicesLn 11g$84K$58K$14K$12K
Office expensesLn 13$15K$4K$10K$750
RoyaltiesLn 15$572$572
OccupancyLn 16$114K$69K$43K$3K
TravelLn 17$1K$785$255$28
Conferences, conventions and meetingsLn 19$8K$5K$4K
InterestLn 20$31K$31K
Depreciation, depletion and amortizationLn 22$168K$168K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$164K$135K$29K
Total functional expensesLn 25$1.4M$1.1M$273K$47K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2020 Latest ViewingFiled with the IRS May 25, 2021 $1.5M$1.4M$51K$43K 990 PDF

Schedules filed Part IV

I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $1,456,728 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,155,989$1,376,050
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $29,770$39,779
I-11 Other revenuePrior year −$7,641$40,899
I-12 Total revenuePrior year $1,178,118$1,456,728
I-13 Grants and similar amounts paidPrior year $256,785$397,498
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $186,066$359,382
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $754,764$648,702
I-18 Total expensesPrior year $1,197,615$1,405,582
I-19 Revenue less expensesPrior year −$19,497$51,146
Part VI · Governance 20 of 21 board members independent, 2 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members20
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,456,728 across 7 lines filed
VIII-1b Membership dues$362,915
VIII-1f All other contributions, gifts and grants$1,013,135
VIII-1g Noncash contributions (included above)$14,050
VIII-1h Total contributions, gifts and grants$1,376,050
VIII-3 Investment incomeExcluded from tax $39,779$39,779
VIII-6 Net rental income or lossExcluded from tax $40,899$40,899
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $80,678$1,456,728
Part IX · Statement of functional expenses $1,405,582 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $397,498$397,498
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $123,604 · Management $30,753 · Fundraising $25,643$180,000
IX-7 Other salaries and wagesPrograms $114,978 · Management $46,658 · Fundraising $4,999$166,635
IX-10 Payroll taxesPrograms $8,795 · Management $3,569 · Fundraising $383$12,747
IX-11b Legal feesManagement $2,279$2,279
IX-11c Accounting feesPrograms $1,052 · Management $56,147 · Fundraising $46$57,245
IX-11g Other fees for servicesPrograms $57,514 · Management $14,310 · Fundraising $11,932$83,756
IX-13 Office expensesPrograms $4,500 · Management $9,702 · Fundraising $750$14,952
IX-15 RoyaltiesManagement $572$572
IX-16 OccupancyPrograms $68,537 · Management $42,836 · Fundraising $2,856$114,229
IX-17 TravelPrograms $785 · Management $255 · Fundraising $28$1,068
IX-19 Conferences, conventions and meetingsPrograms $4,583 · Management $3,792$8,375
IX-20 InterestManagement $31,310$31,310
IX-22 Depreciation, depletion and amortizationPrograms $168,258$168,258
IX-23 InsuranceManagement $2,682$2,682
IX-24 Other expenses (24a–d)Programs $135,424 · Management $28,552$163,976
IX-25 Total functional expensesPrograms $1,085,528 · Management $273,417 · Fundraising $46,637$1,405,582
Part X · Balance sheet $2,074,471 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $73,955$379,003
X-3 Pledges and grants receivableStart of year $270,177$113,214
X-4 Accounts receivableStart of year $88,848$508,688
X-7 Notes and loans receivableStart of year $4,011$0
X-9 Prepaid expenses and deferred chargesStart of year $13,590$14,790
X-10c Land, buildings and equipment, netStart of year $189,256$660,547
X-14 Intangible assetsStart of year $267,760$140,817
X-15 Other assetsStart of year $197,441$257,412
X-16 Total assetsStart of year $1,105,038$2,074,471
X-17 Accounts payable and accrued expensesStart of year $213,525$751,285
X-19 Deferred revenueStart of year $65,500$135,034
X-22 Loans from officers and insidersStart of year $130,000$186,000
X-23 Secured mortgages and notes payableStart of year $688,165$959,244
X-26 Total liabilitiesStart of year $1,097,190$2,031,563
X-27 Net assets without donor restrictionsStart of year −$45,690−$795
X-28 Net assets with donor restrictionsStart of year $53,538$43,703
X-32 Total net assets or fund balancesStart of year $7,848$42,908
X-33 Total liabilities and net assetsStart of year $1,105,038$2,074,471
Part XI · Reconciliation of net assets $42,908 net assets at year end
XI-1 Total revenue$1,456,728
XI-2 Total expenses$1,405,582
XI-3 Revenue less expenses$51,146
XI-4 Net assets at start of year$7,848
XI-6 Donated services and use of facilities−$16,086
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$42,908

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

Similar organizations you could support · Compare with another nonprofit

The names, titles, and financial information shown on this page are reproduced from IRS Form 990 filings, which are public records. More

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, contact the filing organization or the IRS directly.

All figures come from public IRS Form 990 filings. Comparisons are computed from the filing against similar orgs. They are not a rating.