Inclusa foundation's mission is to enhance the health of wisconsinites by building diverse and inclusive communities where all people live more connected lives through innovation, programs, and partnerships that impact overall health and well being.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 10 volunteers and 4 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
5 of 5
filings with a surplus
Average surplus $31.7M a year · 6% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$141K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
117 mo
of spending, in cash
Plus $83.4M in investments, Pt X · Ln 11–13
Looks good: 116.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $11K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.6M
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.9M
-96% vs prior year
Spent
$6.5M
To programs
79%
Net assets
$221.4M
By yearFY2020–FY2024
Revenue
$15.9M
FY2024▼ -96%
Tap a bar for its year
Revenue by fiscal year
FY2020$660.2M
FY2021$696.1M
FY2022$806.7M
FY2023$439.0M
FY2024$15.9M
Expenses
$6.5M
FY2024▼ -98%
Tap a bar for its year
Expenses by fiscal year
FY2020$637.5M
FY2021$671.8M
FY2022$796.3M
FY2023$347.3M
FY2024$6.5M
Net assets
$221.4M
FY2024▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$81.2M
FY2021$105.4M
FY2022$115.1M
FY2023$209.4M
FY2024$221.4M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2017.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $5.1M Management & general 21% · $1.4M

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; $141K paid to officers and key staff.

Part VII, Section A · reportable compensation
Foundation Executive Director
$132,386Pt VII · Sec A
$1,100Pt VII · Sec A
Secretary
$1,100Pt VII · Sec A
Treasurer
$1,100Pt VII · Sec A
Director
$1,100Pt VII · Sec A
Director
$1,100Pt VII · Sec A
Director
$1,100Pt VII · Sec A
Vice President
$1,000Pt VII · Sec A

Candise Miller’s $132K as Foundation Executive Director is at the 4th percentile of top reported officer pay among 2901 $10–100M health care 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mark Hilliker—$615,081$493,149$435,897$422,726
Janna Duffy—$364,675$211,802$183,494$169,755
Jason Taylor—$363,675$317,235$268,110$254,958
Tim Garrity—$361,001$355,037$268,020$254,298
Patrick Henneger—$354,936$309,315$259,875$248,521
Joshua Jandrain—$343,902$285,087$257,728$242,370
Michelle Fellenz———$306,049$251,107
Kristopher Kubnick—$254,171$283,489$267,685$256,850

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 Inclusa 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 15aYes

Programs and updates

Enhances the health of Wisconsinites by funding community programs and operating a nonprofit center that provides free event and office space to local organizations.

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Provided by the organization

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3 programs · $5.1M · in their own filed words · FY2024
01

Inclusa foundation held two grant cycles in 2024 supporting 501(c)(3) organizations or other tax exempt organizations through grantmaking efforts. In the first grant cycle, inclusa foundation awarded a total of $1,453,407 to 13 organizations and in the second grant cycle, inclusa foundation awarded a total of $1,387,490 to 9…

$3.0Mprogram expense
02

Inclusa foundation partnered with two organizations awarding strategic initiative grants focused on bringing nationally recognized leadership development programs in LTSS to wisconsin.

$2.0Mprogram expense
03

Inclusa foundation owns and operates the commons. The commons is a community nonprofit center. It currently houses eight nonprofit organizations, including inclusa foundation. The other nonprofit organizations lease tenant office space and have access to two event spaces provided at no cost to nonprofit organizations.

$37Kprogram 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
Mayo ClinicFY2021$11K
Total grants receivedfrom 1 funder$11K
Grants paid · 101 grants · $3.7M · 2020–2024
Wisconsin Board for People with Developmental DisabilitiesFY2024$351,608
Aging and Disability Resource Center of Dunn CountyFY2024$240,120
State of Wisconsin Board on Aging and Long Term CareFY2024$110,500
Aptiv IncorporatedWI · FY2024$110,369
Living Our Visions INCWI · FY2024$75,000
Rise IncorporatedMN · FY2024$60,000
Food for Health INCWI · FY2024$50,000
Journey21 INCWI · FY2024$50,000
River Valley Trails INCWI · FY2024$50,000
Good News Project INCWI · FY2024$42,000
See all 101 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$15.9M
Ln 12
Investment incomeLn 3$14.9M
Fees for servicesLn 2g$637K
Other incomeLn 4–11$434K
Money outPt IX
$6.5M
Ln 25
Programscol B$5.1M
Managementcol C$1.4M
Owns and owesPt X
$221.4M
net assets · Ln 32
Cash and savingsLn 1–2$62.9M
Total assetsLn 16$224.0M
LiabilitiesLn 26$2.6M
PeoplePt VI, VII
11
listed · VII A
PaidVII A10
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$637K
Investment incomeLn 3$14.9M
Other incomeLn 4–11$434K
Gains on assetsLn 7$11.2M
Total revenueLn 12$15.9M
Assets in detailPt X, end of year
CashLn 1$966K
SavingsLn 2$61.9M
Cash and savings togetherLn 1–2$62.9M
InvestmentsLn 11–13$83.4M
Land, buildings, equipmentLn 10c$6.6M
Total assetsLn 16$224.0M
LiabilitiesLn 26$2.6M
Net assetsLn 32$221.4M
OperationsPt I, VI
EmployeesI 54
VolunteersI 610
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$21.7M$62.9M
InvestmentsLn 11–13$74.8M$83.4M
Land, buildings, equipmentLn 10c$6.4M$6.6M
Total assetsLn 16$209.5M$224.0M
LiabilitiesLn 26$90K$2.6M
Net assetsLn 32$209.4M$221.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4.7M$4.7M
Pay of current officers, directors and key staffLn 5$185K$142K$43K
Other salaries and wagesLn 7$138K$14K$124K
Pension plan contributionsLn 8$5K$646$5K
Other employee benefitsLn 9$41K$4K$37K
Payroll taxesLn 10$22K$10K$12K
Legal feesLn 11b$30K$30K
Accounting feesLn 11c$141K$141K
Investment management feesLn 11f$449K$449K
Other fees for servicesLn 11g$86K$75K$11K
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$8K$4K$4K
Information technologyLn 14$9K$9K
OccupancyLn 16$387K$17K$369K
TravelLn 17$654$654
Depreciation, depletion and amortizationLn 22$185K$8K$177K
InsuranceLn 23$15K$7K$8K
All other expensesLn 24e$21K$14K$6K
Total functional expensesLn 25$6.5M$5.1M$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $15.9M$6.5M$9.5M$221.4M 990 PDF
FY2023 $439.0M$347.3M$91.7M$209.4M 990 PDF
FY2022 $806.7M$796.3M$10.5M$115.1M 990 PDF
FY2021 $696.1M$671.8M$24.3M$105.4M 990 PDF
FY2020 $660.2M$637.5M$22.8M$81.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $15,946,615 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,745$0
I-9 Program service revenuePrior year $341,137,570$637,152
I-10 Investment incomePrior year $6,554,396$14,875,852
I-11 Other revenuePrior year $306,195$433,611
I-12 Total revenuePrior year $348,000,906$15,946,615
I-13 Grants and similar amounts paidPrior year $0$4,732,798
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $44,475,707$392,403
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $311,689,020$1,342,982
I-18 Total expensesPrior year $356,164,727$6,468,183
I-19 Revenue less expensesPrior year −$8,163,821$9,478,432
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $15,946,615 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $637,152$637,152
VIII-3 Investment incomeExcluded from tax $3,632,651$3,632,651
VIII-6 Net rental income or lossExcluded from tax $433,611$433,611
VIII-7 Net gain or loss on sales of assetsExcluded from tax $11,243,201$11,243,201
VIII-12 Total revenueRelated to mission $637,152 · Unrelated business $0 · Excluded from tax $15,309,463$15,946,615
Part IX · Statement of functional expenses $6,468,183 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $4,732,798$4,732,798
IX-5 Pay of current officers, directors and key staffPrograms $141,903 · Management $43,471$185,374
IX-7 Other salaries and wagesPrograms $14,290 · Management $123,945$138,235
IX-8 Pension plan contributionsPrograms $646 · Management $4,558$5,204
IX-9 Other employee benefitsPrograms $4,364 · Management $37,028$41,392
IX-10 Payroll taxesPrograms $9,904 · Management $12,294$22,198
IX-11b Legal feesPrograms $29,581$29,581
IX-11c Accounting feesManagement $141,320$141,320
IX-11f Investment management feesManagement $449,246$449,246
IX-11g Other fees for servicesPrograms $74,920 · Management $10,947$85,867
IX-12 Advertising and promotionPrograms $11,898$11,898
IX-13 Office expensesPrograms $4,403 · Management $3,573$7,976
IX-14 Information technologyPrograms $8,611$8,611
IX-16 OccupancyPrograms $17,238 · Management $369,475$386,713
IX-17 TravelPrograms $654$654
IX-22 Depreciation, depletion and amortizationPrograms $8,265 · Management $176,988$185,253
IX-23 InsurancePrograms $6,657 · Management $8,263$14,920
IX-24e All other expensesPrograms $14,471 · Management $6,472$20,943
IX-25 Total functional expensesPrograms $5,080,603 · Management $1,387,580 · Fundraising $0$6,468,183
Part X · Balance sheet $224,037,348 assets, 13 lines filed
Asset lines not itemized here account for $71,078,046; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $840,633$965,563
X-2 Savings and temporary cash investmentsStart of year $20,908,305$61,894,557
X-4 Accounts receivableStart of year $0$966
X-9 Prepaid expenses and deferred chargesStart of year $77,286$13,692
X-10c Land, buildings and equipment, netStart of year $6,420,720$6,649,166
X-11 Publicly traded securitiesStart of year $74,770,040$83,435,358
X-16 Total assetsStart of year $209,516,984$224,037,348
X-17 Accounts payable and accrued expensesStart of year $58,161$92,823
X-19 Deferred revenueStart of year $32,164$2,518,060
X-26 Total liabilitiesStart of year $90,325$2,610,883
X-27 Net assets without donor restrictionsStart of year $209,426,659$221,426,465
X-32 Total net assets or fund balancesStart of year $209,426,659$221,426,465
X-33 Total liabilities and net assetsStart of year $209,516,984$224,037,348
Part XI · Reconciliation of net assets $221,426,465 net assets at year end
XI-1 Total revenue$15,946,615
XI-2 Total expenses$6,468,183
XI-3 Revenue less expenses$9,478,432
XI-4 Net assets at start of year$209,426,659
XI-5 Net unrealized gains (losses) on investments$2,491,138
XI-8 Prior period adjustments$30,236
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$221,426,465

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

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