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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$3.8M
Total Contributions
$0
Total Expenses
▼$3.1M
Total Assets
$8.2M
Total Liabilities
▼$3M
Net Assets
$5.2M
Officer Compensation
→$159.3K
Other Salaries
$220.6K
Investment Income
$176.4K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Kate Cartagena | Plan Manager | 40 | $127.2K | $0 | $32.1K | $159.3K |
| Timothy O'Brien | Vice Chair | 0.1 | $0 | $0 | $0 | $0 |
| Brian Breest | Board Chair | 0.1 | $0 | $0 | $0 | $0 |
Kate Cartagena
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $3.8M | $0 | $3.1M | $8.2M | $5.2M |
| 2023 | $7.7M | $0 | $3.2M | $6.3M | $4.5M |
| 2022 | $2.3M | $0 | $2.9M | $1.8M | $144.1K |
| 2021 | $2.5M | $0 | $3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Plan Manager
$159.3K
Hrs/Wk
40
Compensation
$127.2K
Related Orgs
$0
Other
$32.1K
Timothy O'Brien
Vice Chair
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
Brian Breest
Board Chair
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Bryan Stewart | Insurer Representative | 0.1 | $0 | $0 | $0 | $0 |
| Eric Schoene | Oci-liasion | 0.1 | $0 | $0 | $0 | $0 |
| Janet Dettmann | Wisconsin Insurance Allian | 0.1 | $0 | $0 | $0 | $0 |
| Jeremy Cordova | Agent Representative | 0.1 | $0 | $0 | $0 | $0 |
| John Klauer | Insurer Representative | 0.1 | $0 | $0 | $0 | $0 |
| John Rothschild | Public Member | 0.1 | $0 | $0 | $0 | $0 |
| Matt Mekemson | Agent Representative | 0.1 | $0 | $0 | $0 | $0 |
| Trena Bond | Public Member | 0.1 | $0 | $0 | $0 | $0 |
Bryan Stewart
Insurer Representative
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
Eric Schoene
Oci-liasion
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
Janet Dettmann
Wisconsin Insurance Allian
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
| $2.6M |
| $700.3K |
| 2020 | $2.6M | $0 | $3.5M | $3.2M | $1.2M |
| 2019 | $2.8M | $0 | $2.5M | $3.7M | $1.8M |
| 2018 | $2.9M | $0 | $3.1M | $3.4M | $1.4M |
| 2017 | $3.2M | $0 | $3.4M | $3.7M | $1.7M |
| 2016 | $3.5M | $0 | $3.2M | $4.4M | $2.1M |
| 2015 | $3.4M | $0 | $3.3M | $4.5M | $2M |
| 2014 | $5.6M | $0 | $3.8M | $4.3M | $1.9M |
| 2013 | $2.7M | $0 | $2.9M | $2M | $110.8K |
| 2012 | $1.7M | $0 | $1.9M | $1.7M | $229.1K |
| 2011 | $2M | $0 | $2.5M | $1.9M | $445.2K |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data | PDF not yet published by IRS |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
Jeremy Cordova
Agent Representative
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
John Klauer
Insurer Representative
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
John Rothschild
Public Member
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
Matt Mekemson
Agent Representative
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
Trena Bond
Public Member
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0