Inclusa Foundation INC
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Enhances the health of Wisconsinites by funding community programs and operating a nonprofit center that provides free event and office space to local organizations. For fiscal year 2024 it reported $15.9M in revenue, $6.5M in expenses, and $221.4M in net assets.Pt I
Summary of the Filing
Where the work happens
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…
Inclusa foundation partnered with two organizations awarding strategic initiative grants focused on bringing nationally recognized leadership development programs in LTSS to wisconsin.
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.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Candise Miller’s $132K as Foundation Executive Director is at the 5th percentile of top reported officer pay among 2900 $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
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| 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.
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 79% | — | — |
| Overhead ratio | 21% | — | — |
| Revenue growth | -96% | — | — |
| Investment management fee ratio | 0% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 2% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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Filings & Schedule Manifest
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