American Lung Association Of The Upper Midwest
- Assets
- $33.5m
- Revenue
- $24.2m
- Investments
- $0.0
- Employees
- 163
- Location
- Brookfield, WI
- Founding
- Data as of
- 06/2016
- EIN
- 20-4392201
Organization Overview
American Lung Association Of The Upper Midwest is located in Brookfield, WI. As of 06/2016, American Lung Association Of The Upper Midwest employed 163 individuals. American Lung Association Of The Upper Midwest is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2016
Describe the Organization's Mission:
Part 3 - Line 1
TO PREVENT LUNG DISEASE AND PROMOTE LUNG HEALTH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TOBACCO CONTROL: THE AMERICAN LUNG ASSOCIATION OF THE UPPER MIDWEST PROVIDES PREVENTION AND CESSATION PROGRAMS RELATING TO TOBACCO CONTROL. PROGRAMS INCLUDE FREEDOM FROM SMOKING, TEENS AGAINST TOBACCO USE, NOT ON TOBACCO AND WORKSITE TOBACCO POLICY AND CESSATION.
ENVIRONMENTAL HEALTH: THE AMERICAN LUNG ASSOCIATION OF THE UPPER MIDWEST EDUCATES STAKEHOLDERS AND THE GENERAL PUBLIC ABOUT INDOOR/OUTDOOR AIR QUALITY AND THE IMPORTANCE OF CONTAINMENT MITIGATION AND ALTERNATE FUEL SOURCES. THE ALAUM'S MAJOR ENVIRONMENTAL HEALTH PROGRAM IS THE CLEAN AIR CHOICE PROGRAM.
LUNG CANCER, ASTHMA, COPD AND OTHER LUNG DISEASE: THE AMERICAN LUNG ASSOCIATION OF THE UPPER MIDWEST SUPPORTS MEDICAL RESEARCH AND PROVIDES A BROAD ARRAY OF HEALTH EDUCATIONAL PROGRAMS AND SERVICES, COMMUNITY FORUMS AND CONTINUING MEDICAL EDUCATION SEMINARS FOCUSED ON LUNG CANCER, ASTHMA, COPD AND OTHER LUNG DISEASE. PROGRAMS INCLUDE THE LUNG HELP LINE, COMMUNITY OUTREACH, THE COPD EDUCATOR'S COURSE, ASTHMA CAMPS, ASTHMA 101.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lewis Bartfield President And CEO | Officer | 40 | $276,154 |
Megan Miller Sr. VP Development | 40 | $143,796 | |
Penny Gottier-Fena Chief Mission Officer | 40 | $130,595 | |
Michael Mark Senior VP - Helpline Call | 40 | $118,880 | |
Brian Leibl Chief Financial Officer | Officer | 40 | $117,201 |
Katherine Drea Senior VP - Advocacy | 40 | $109,331 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Sikich Llp Audit, Tax, It Consulting | 6/29/16 | $144,425 |
Jamison Chimney & Lawn Replace Wood Stoves | 6/29/16 | $121,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $20,097,741 |
| Investment income | $741,033 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $183,334 |
| Net Rental Income | $52,837 |
| Net Gain/Loss on Asset Sales | -$875,535 |
| Net Income from Fundraising Events | $2,461,445 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $24,178,137 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $538,827 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $6,392,131 |
| Pension plan accruals and contributions | $560,042 |
| Other employee benefits | $648,781 |
| Payroll taxes | $493,248 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $62,400 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,703,438 |
| Advertising and promotion | $517,774 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $647,980 |
| Travel | $463,231 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $142,414 |
| Interest | $0 |
| Payments to affiliates | $1,566,482 |
| Depreciation, depletion, and amortization | $227,051 |
| Insurance | $107,711 |
| All other expenses | $0 |
| Total functional expenses | $25,024,344 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,823 |
| Savings and temporary cash investments | $6,179,771 |
| Pledges and grants receivable | $18,512 |
| Accounts receivable, net | $2,452,592 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $1,482,918 |
| Inventories for sale or use | $54,566 |
| Prepaid expenses and deferred charges | $74,372 |
| Investments—publicly traded securities | $17,681,259 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,009,994 |
| Total assets | $33,494,309 |
| Accounts payable and accrued expenses | $4,202,108 |
| Grants payable | $0 |
| Deferred revenue | $5,912,209 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,920,281 |
| Total liabilities | $13,034,598 |
| Net assets without donor restrictions | $18,236,206 |
| Net assets with donor restrictions | $1,411,819 |
| Capital stock or trust principal, or current funds | $811,686 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $20,459,711 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that American Lung Association Of The Upper Midwest has recieved totaling $87,737.
| Awarding Organization | Amount |
|---|---|
Clearway Minnesota Minneapolis, MN PURPOSE: LOCAL POLICY CONTRACTOR | $72,737 |
Holland & Knight Charitable Foundation Inc Brandon, FL PURPOSE: PROGRAM SUPPORT | $15,000 |
Endowment Analysis
| Beg. Balance | $852,686 |
| Earnings | -$30,984 |
| Other Expense | $10,016 |
| Ending Balance | $811,686 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Dental Association Chicago, IL | $257,052,700 | $138,597,450 |
Seiu Local 1 & Participating Employers Health Trust Chicago, IL | $156,543,336 | $132,715,763 |
St Marys Hospital Ozaukee Inc St Louis, MO | $0 | $119,639,290 |
American College Of Surgeons Chicago, IL | $595,958,812 | $134,561,979 |
Ascension Medical Group Promed St Louis, MO | $11,680,037 | $91,054,014 |
Campbellsville University Inc Campbellsville, KY | $197,242,279 | $142,326,474 |
Aspirus Medical Group Inc Wausau, WI | $76,960,726 | $101,291,684 |
Mid-Ohio Foodbank Grove City, OH | $66,739,553 | $150,715,504 |
Rosalind Franklin University Of Medicine & Science North Chicago, IL | $321,942,163 | $130,066,998 |
St Vincents Health System Inc St Louis, MO | $135,464,874 | $115,601,105 |
Michigan Public Health Institute Okemos, MI | $32,297,029 | $129,374,853 |
Norton - Kings Daughters Health Inc Madison, IN | $327,672,291 | $141,257,726 |