2025-09-30T14:33:38-07:00 2024-12-31 391810886 Krause & Associates SC 1214 Bridge Street Grafton WI 53024 990 2024-01-01 391024001 PORTAL INC PORT 2623774410 1015 CEDAR CREEK ROAD PO BOX 65 GRAFTON WI 53024 CAROLE STUEBE EXECUTIVE DIRECTOR 2623774410 2025-05-06 true true David Krause P00064346 2623779988 2025-09-30 X 2024 2025-03-06 01:10:19Z CAROLE STUEBE 1015 CEDAR CREEK ROAD GRAFTON WI 53024 2036306 false X www.portalinc.org X 1965 WI TO ENHANCE OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO PARTICIPATE FULLY IN THEIR COMMUNITY AS VALUED NEIGHBORS, PRODUCTIVE WORKERS AND RESPECTED CITIZENS. 8 8 62 14 0 0 277452 440143 1350587 1507853 12338 12841 39541 49204 1679918 2010041 0 0 1688374 1669601 0 91934 388815 427535 2077189 2097136 -397271 -87095 2361032 2189215 265137 86211 2095895 2103004 TO ENHANCE OPPORTUNITIES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) TO PARTICIPATE FULLY IN THEIR COMMUNITY AS VALUED NEIGHBORS, PRODUCTIVE WORKERS AND RESPECTED CITIZENS. PORTAL, INC. ASSISTS MORE THAN 200 ADULTS BY PROVIDING LIFE SKILLS TRAINING AND EXPERIENCES FOR HOME, EMPLOYMENT, COMMUNITY ENGAGEMENT AND HEALTH WELL-BEING. false false 1591999 0 1507853 THE ORGANIZATION IS BASED IN OZAUKEE COUNTY, WI AND ESTABLISHED IN 1965. PORTAL INC. CONTINUES TO PROVIDE PROGRESSIVE SERVICE TO ADULTS WITH DISABILITIES. SERVING MORE THAN 200 INDIVIDUALS EVERY YEAR, THE ORGANIZATION PROVIDES SERVICES AND SUPPORTS THAT RESPOND TO EACH INDIVIDUALS PERSONAL NEEDS, INTERESTS AND GOALS. SERVICES FOCUS ON SOCIAL AND LIFE SKILLS DEVELOPMENT, PERSONAL INDEPENDENCE, PROMOTING SELF-ADVOCACY, COMMUNITY ENGAGEMENT, SEEKING AND MAINTAINING EMPLOYMENT. A PROGRAM OF ART AND RECREATIONAL OPPORTUNITIES IS AVAILABLE IN THE EVENINGS AND ON WEEKENDS, STAFF AND VOLUNTEERS PROVIDE THE NECESSARY TRANSPORTATION, SKILL DEVELOPMENT TRAINING, SUPPORT AND SUPERVISION. 1591999 true true false false false false false false false false true false false true true false true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 4 0 62 true false false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true false true true false WI X X X CAROL STUEBE 2623774410 1015 CEDAR CREEK ROAD GRAFTON WI 53024 CAROLE STUEBE EXECUTIVE DIRECTOR 40.00 X 100137 0 2003 RAY CARY CHAIRPERSON 1.00 X X 0 0 0 BRENNAN SCHEEL VICE CHAIR 1.00 X X 0 0 0 TODD HALSEY TREASURER 1.00 X X 0 0 0 LISA VALDEZ SECRETARY 1.00 X X 0 0 0 SALLY HOFLAND-GOODWIN DIRECTOR 1.00 X 0 0 0 AMY RACH DIRECTOR 1.00 X 0 0 0 SHARON STREFF DIRECTOR 1.00 X 0 0 0 CHUCK ZAMORA DIRECTOR 1.00 X 0 0 0 JOHN BIEVER ROTATED OFF BOARD IN 2024 1.00 X X 0 0 0 PAM KING ROTATED OFF BOARD IN 2024 1.00 X X 0 0 0 MARY DICKEY ROTATED OFF BOARD IN 2024 1.00 X 0 0 0 100137 0 2003 1 false false false 0 41735 19104 200000 179304 2350 440143 PROGRAM SERVICE REVENUE 624310 1507853 0 0 1507853 12841 0 12841 19105 19104 26265 -7160 0 -7160 CHANGE IN BENEFICIAL INTEREST 900099 19127 0 0 19127 OTHER INCOME 900099 37237 37237 0 0 56364 2010041 1545090 0 24808 97145 73453 18689 5003 1250380 945691 240353 64336 26834 19815 5817 1202 206479 159613 35824 11042 88763 65184 19538 4041 12750 9486 3175 89 8846 0 8846 0 15957 9079 6800 78 1600 784 472 344 8260 441 7295 524 34907 7003 27788 116 94786 76976 17664 146 42018 39143 2679 196 36438 30707 5564 167 PROGRAM SUPPLIES 81293 81293 0 0 TRANSPORTATION 22359 22313 31 15 STAFF TRAVEL AND DEVELOPMENT 40087 33000 7048 39 OPERATING AND DEVELOPMENT 3503 0 0 3503 24731 18018 5620 1093 2097136 1591999 413203 91934 7055 190901 816625 208405 33657 37749 173638 155779 35598 37099 2643979 1974653 410497 669326 883962 889956 2361032 2189215 65137 86211 200000 0 265137 86211 X 1151043 1096472 944852 1006532 2095895 2103004 2361032 2189215 -87095 94204 X false true true false X 0 754565 722899 681986 277452 440143 2877045 0 0 754565 722899 681986 277452 440143 2877045 105177 2771868 11708 8435 4425 12338 12841 49747 0 21024 1947 4066 19188 37237 83462 3010254 6105470 0.92080 0.92110 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: OTHRER 2020: 21024. 2021: 1947. 2022: 4066. 2023: 19188. 2024: 37237. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 36150 36150 2109982 1537794 572188 188106 151249 36857 309741 285610 24131 669326 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 889956 889956 REFUNDABLE ADVANCE 0 0 2121664 94204 94204 2027460 8846 -26265 -17419 2010041 2114555 26265 26265 2088290 8846 8846 2097136 Pt XI, Line 4b FUNDRAISING EXPENSES REPORTED IN REVENUE Pt XII, Line 2d FUNDRAISING EXPENSES REPORTED IN REVENUE PORTAL RUN 38209 19104 19105 26265 38209 19104 19105 26265 26265 -7160 Pt VI, Line 1a THE EXECUTIVE COMMITTEE IS COMPRISED OF FIVE MEMBERS OF THE BOARD OF DIRECTORS WHICH INCLUDES THE CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER, AND THE IMMEDIATE PAST CHAIRPERSON. THE EXECUTIVE DIRECTOR IS AN EX OFFICIO MEMBER. THE EXECUTIVE COMMITTEE MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS IN MANAGEMENT AFFAIRS OF THE CORPORATION WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, EXCEPT ACTION TO ELECT OFFICERS OR THE FILLING OF VACANCIES ON THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE; THE PURCHASE, ENCUMBRANCE, SALE OR CONVEYANCE OF REAL ESTATE; AND THE ACQUISITION OF ANOTHER BUSINESS, MERGER OR COMBINATION OF THE CORPORATION, REORGANIZATION OF THE CORPORATION, DISSOLUTION OR SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. Pt VI, Line 11b THE FINANCE COMMITTEE WILL REVIEW THE 990 PRIOR TO FILING. Pt VI, Line 12c CONFLICT OF INTEREST IS DISCUSSED ANNUALLY AT BOARD AND AT LEADERSHIP MEETINGS. THE CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES. THE DEPARTMENT MANAGER IS INFORMED IN WRITING OF ANY SITUATION THAT MAY LEAD TO A CONFLICT OF INTEREST. THE DEPARTMENT MANAGER WILL DISCUSS WITH THE HUMAN RESOURCES MANAGER AND EXECUTIVE DIRECTOR AS TO WHETHER THERE IS A CONFLICT AND WILL BE ADVISED IN WRITING THE DECISION. BOARD MEMBERS ARE EXPECTED TO RELEASE INFORMATION TO THE FULL BOARD REGARDING POTENTIAL CONFLICTS OF INTEREST. Pt VI, Line 15a HUMAN RESOURCES MANAGER COMMUNICATES SALARY ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR TO THE BOARD OF DIRECTORS CHAIRPERSON BASED ON BUDGET AND MARKET ASSESSMENTS. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES ANY ADJUSTMENT FOR THE EXECUTIVE DIRECTOR AND DOCUMENTS IN THE MEETING MINUTES. Pt VI, Line 15b COMPARABLE WAGE DATA FROM MANAGEMENT RESOURCES ASSOCIATION AND THE NON-PROFIT CENTER OF MILWAUKEE ARE UTILIZED IN DETERMINING WAGE RANGES FOR ALL POSITIONS. THIS DATA IS REVIEWED AT BOARD OF DIRECTORS MEETINGS AND DOCUMENTED IN THE MEETING MINUTES. PERSON SPECIFIC COMPENSATION IS REVIEWED BY HUMAN RESOURCE MANAGER AND DIRECT SUPERVISOR WITH CONSULTATION OF EXECUTIVE DIRECTOR AND DOCUMENTED IN THE EMPLOYEE FILE MAINTAINED BY HUMAN RESOURCES. Pt VI, Line 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.