Everett Smith Group Foundation LTD
- Assets
- $2.8m
- Revenue
- $485.3k
- Investments
- $2.7m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 09/1984
- Data as of
- 11/2018
- EIN
- 39-1480641
Organization Overview
Everett Smith Group Foundation LTD is located in Milwaukee, WI. The organization was established in 1984. According to its NTEE Classification (B84) the organization is classified as: Alumni Associations, under the broad grouping of Education and related organizations.
For the year ending 11/2018, Everett Smith Group Foundation LTD generated $485.3k in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 64.3% each year . All expenses for the organization totaled $19.3k during the year ending 11/2018. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bruce J Betters VP Finance/director | 1 | $0 | |
Beth D Frankey Treasurer | 3 | $0 | |
Thomas J Hauske Jr President/director | 1 | $0 | |
Todd J Flunker Vice President | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $142 |
| Dividends & Interest | $62,742 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $422,389 |
| Capital Gain Net Income | $422,389 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2 |
| Total Revenue | $485,275 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $9,579 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $20 |
| Total operating and administrative expenses | $14,349 |
| Contributions, gifts, grants paid | $5,000 |
| Total expenses and disbursements | $19,349 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $11,834 |
| Savings and temporary cash investments | $88,515 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,671,013 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,771,362 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Everett Smith Group Foundation LTD has awarded $12,500 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Milwaukee, WI PURPOSE: EDUCATION SUPPORT | $5,000 |
MEREDITH BEHM PURPOSE: SCHOLARSHIP | $2,500 |
Milwaukee, WI PURPOSE: EDUCATION AND ARTS SUPPORT | $2,500 |
ADAM SKOCZYLAS PURPOSE: SCHOLARSHIP | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Center For Advanced Studies In Business Inc Madison, WI | $9,461,883 | $6,530,338 |
University Of Wisconsin Medical Alumni Association Inc Madison, WI | $0 | $0 |
The University Of Illinois Alumni Association Urbana, IL | $29,310,021 | $6,588,632 |
Minnesota State University Moorhead Foundation Inc Moorhead, MN | $54,713,743 | $22,543,778 |
University Of Minnesota Alumni Association Minneapolis, MN | $34,396,499 | $3,938,876 |
Iowa State University Alumni Association Ames, IA | $19,372,302 | $3,613,244 |
University Of Northern Iowa Alumni Association Cedar Falls, IA | $0 | $679,804 |
Northern Illinois University Alumni Association Dekalb, IL | $2,687,455 | $1,196,387 |
Forest Hills Pto & Boosters Council Grand Rapids, MI | $1,625,695 | $1,126,806 |
Southern Illinois University Carbondale, IL | $8,138,109 | -$879,336 |
Beta Beta Housing Corporation Of Sigma Delta Tau At Michigan State Bloomfield Hills, MI | $236,195 | $527,410 |
Alpha Gamma Rho Fraternity Iowa Falls, IA | $5,035,965 | $411,884 |