Nonprofit · EIN 84-4727592
JOURNEY 21 INC
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,802,824 | $2,334,787 | $468,037 | $10,486,136 | $226,895 | $10,259,241 |
| December 31, 2024 | 990 | $2,331,928 | $1,564,288 | $767,640 | $9,795,161 | $111,176 | $9,683,985 |
| December 31, 2023 | 990 | $3,005,635 | $1,489,811 | $1,515,824 | $9,005,902 | $89,363 | $8,916,539 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,376,802
- Program service revenue
- $1,412,420
- Investment income
- $40,458
- Net rental income
- $500
- Net income from fundraising events
- -$35,436
- Net income from sales of inventory
- -$208
- Other revenue
- -$26,856
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $179,581
- Other salaries and wages
- $970,485
- Salaries, compensation and benefits (total)
- $1,368,860
- Professional fundraising fees
- $62,500
- Legal fees
- $56,928
- Accounting fees
- $70,120
- Occupancy
- $95,312
- Travel
- $19,014
- Depreciation
- $248,114
- Program services (functional)
- $1,288,441
- Management and general (functional)
- $796,963
- Fundraising (functional)
- $249,383
Balance sheet and other
- Total assets, start of year
- $9,795,161
- Total assets, end of year
- $10,486,136
- Total liabilities, end of year
- $226,895
- Net assets, end of year
- $10,259,241
- Land, buildings and equipment
- $7,290,960
- Publicly traded securities
- $2,380,823
- Net assets without donor restrictions
- $9,888,814
- Net assets with donor restrictions
- $370,427
- Gross receipts
- $2,997,623
- Employees
- 23
- Volunteers
- 20
- Year formed
- 2019
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Judith Taylor | President/CEO Officer | 40 | $161,371 | $18,210 |
| Heidi Hamilton | Enrichment Center Director Highest-paid employee | 40 | $128,312 | $27,814 |
| Adam Puzach | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Susan Marriott | Founder, Director Trustee or director, Officer | 2 | $0 | $0 |
| Lucine Spheeris | Vice President, Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Pat Boelter | Director Trustee or director | 2 | $0 | $0 |
| Michael Budisch | Director Trustee or director | 2 | $0 | $0 |
| Lynda Welsh | Director Trustee or director | 2 | $0 | $0 |
| John Schlifske | Director Trustee or director | 2 | $0 | $0 |
| Filippo Carini - 2026 | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Jon Herreman - 2025 | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Shelia Frisinger | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mike Brauer Former | Executive Director Officer | 40 | $152,647 | $5,343 |
| Heidi Hamilton | Program Enrichment Center Director Highest-paid employee | 40 | $128,206 | $15,910 |
| Cathrine Bulgrin | Director of Operations Highest-paid employee | 40 | $103,566 | $3,625 |
| Pat Boelter | Director Trustee or director | 2 | $60,048 | $0 |
| Judith Taylor Current | President/CEO Officer | 40 | $21,875 | $0 |
| Sheila Frisinger | Founder, Director Trustee or director | 2 | $0 | $0 |
| Susan Marriott | Founder, Diretor Trustee or director | 2 | $0 | $0 |
| Adam Puzach | Chair Trustee or director, Officer | 4 | $0 | $0 |
| Jon Herreman | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Lucine Spheeris | Vice President, Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Michael Budisch | Director Trustee or director | 2 | $0 | $0 |
| Lynda Welsh | Director Trustee or director | 2 | $0 | $0 |
| John Schlifske | Director Trustee or director | 2 | $0 | $0 |
| Filippo Carini | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mike Brauer | Executive Director Officer | 40 | $157,332 | $5,507 |
| Heidi Hamilton | Program Enrichment Center Director Highest-paid employee | 40 | $126,375 | $24,864 |
| Cathrine Bulgrin | Director of Operations Highest-paid employee | 40 | $105,000 | $3,525 |
| Pat Boelter | Director Trustee or director | 2 | $78,199 | $0 |
| Sheila Frisinger | Founder, Director Trustee or director | 2 | $0 | $0 |
| Susan Marriott | Founder, Diretor Trustee or director | 2 | $0 | $0 |
| Adam Puzach | President Trustee or director, Officer | 4 | $0 | $0 |
| Jon Herreman | Treasurer Trustee or director, Officer | 4 | $0 | $0 |
| Lucine Spheeris | Vice President, Secretary Trustee or director, Officer | 4 | $0 | $0 |
| Michael Budisch | Director Trustee or director | 2 | $0 | $0 |
| Lynda Kohler | Director Trustee or director | 2 | $0 | $0 |
| Judie Taylor | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1671 OLD SCHOOLHOUSE RD, OCONOMOWOC, WI 53066-1319
- Principal officer (990 for 2025)
- Judith Taylor, 1671 Old School House Road, Oconomowoc, WI 53066
- Signed the 990
- Judith Taylor, PresidentCEO
- Phone
- (262) 399-0021
- Website
- www.journey21.org
- Return prepared by
- O'Leary & Anick
Mission
The mission of Journey21 is to provide safe, supportive, and enriching living and learning options for adults with intellectual and/or developmental disabilities IDD.
Program accomplishments
- The mission of Journey21 is to provide safe, supportive, and enriching living and learning options for adults with intellectual or developmental disabilities IDD. We do this within a framework that includes five pillars 1 Community Opportunities Recreational Experiences CORE small and large group programs and social outings that facilitate individual growth and socialization skill development 2 employment we provide career readiness training and opportunities for internships 3 advocacy/partnerships we offer support and information to parents as they navigate the post-age 21 realities with their young adult, and we offer partnerships with dozens of businesses and community organizations 4learning/education delivered through four learning academies-18-21 Transition, Summer, Life Academies, and LAUNCH Acedemy which are all age-dependent and 5 over the next 3 years, we will offer opportunities to purchase and/or lease condominiums and/or apartments in our residential community, The Journey at Pabst Farms.Expenses $1,288,441 · revenue $1,412,420
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-4727592
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L24)
- Assets (IRS master file)
- $10,486,136
- Income (IRS master file)
- $2,997,623
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,802,824 | $2,334,787 | $10,486,136 | XML |
| 990 | December 2024 | $2,331,928 | $1,564,288 | $9,795,161 | XML |
| 990 | December 2023 | $3,005,635 | $1,489,811 | $9,005,902 | XML |
| 990 | December 2022 | $6,140,180 | $631,214 | $8,183,256 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4727592).
Questions about JOURNEY 21 INC
- What is the EIN of JOURNEY 21 INC?
- The employer identification number (EIN) of JOURNEY 21 INC is 84-4727592.
- Is JOURNEY 21 INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JOURNEY 21 INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JOURNEY 21 INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOURNEY 21 INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOURNEY 21 INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JOURNEY 21 INC?
- The 990 for the year ended December 31, 2025 names Judith Taylor.
- Who are the officers and directors of JOURNEY 21 INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $161,371 (Judith Taylor, President/CEO).
- How much revenue does JOURNEY 21 INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,802,824, expenses of $2,334,787 and total assets of $10,486,136 at year end.
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