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Health : Diseases, Disorders, and Disciplines

American Lung Association of the Upper Midwest

Fighting for air

four stars

94.28

13100 West Lisbon Road Suite 700
Brookfield, WI 53005
tel: (262) 703-4200   Web Site
EIN: 20-4392201

Board Leadership
Steve Mielke
Chair

CEO
Lewis Bartfield
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 94.28 four stars
  Financial 92.50 four stars
  Accountability & Transparency 97.00 four stars
This rating was published 11/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

four stars

92.50

Accountability & Transparency

four stars

97.00

This rating was published 11/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
88.6%
  Administrative Expenses 4.8%
  Fundraising Expenses 6.5%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 0.91
  Program Expenses Growth 8.3%
  Liabilities to Assets 33.6%
All data for Financial Performance Metrics calculations was provided by American Lung Association of the Upper Midwest on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by American Lung Association of the Upper Midwest on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
American Lung Association of the Upper Midwest (WI) 94.28 four stars
Free to Breathe (WI) 89.03 three stars
American Lung Association of the Northeast (CT) 92.61 four stars
The LAM Foundation (OH) 95.02 four stars
Lung Cancer Alliance (DC) 90.91 four stars

Compare These Charities (Highly Rated)

The American Lung Association of the Upper Midwest (ALAUM) is committed to saving lives by improving lung health and preventing lung disease. Through research, education and advocacy we are dedicated to the fight for air. ALAUM is America's oldest voluntary health organization, founded in 1904 as the National Association for the Study and Prevention of Tuberculosis. For over 100 years, the American Lung Association has lead the fight for healthy lungs and healthy air. Now in our second century, the American Lung Association is the leading organization working to save lives, improve lung health and prevent lung disease. The American Lung Association is fighting for air through research, education and advocacy.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $12,893,809
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $7,002,571
Total Contributions $19,896,380
   Program Service Revenue $1,444,908
Total Primary Revenue $21,341,288
   Other Revenue $4,680,512
TOTAL REVENUE $26,021,800
   
EXPENSES  
   Program Expenses $22,120,372
   Administrative Expenses $1,118,529
   Fundraising Expenses $1,874,617
TOTAL FUNCTIONAL EXPENSES $25,113,518
   
Payments to Affiliates $0
Excess (or Deficit) for the year $908,282
   
Net Assets $22,381,487

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Tobacco Control $7,230,712 32.7%
Environmental Health $6,135,908 27.7%
Lung Cancer, Asthma, COPD and Other Lung Disease $4,234,316 19.1%

Ratings History
American Lung Association of the Upper Midwest has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 11/01/2016 94.28 four stars
2014-06 06/01/2016 96.46 four stars
 
CN 2.0
2014-06 12/01/2015 91.21 four stars
2013-06 08/01/2014 93.51 four stars
2012-06 05/06/2013 84.74 three stars
2011-06 03/01/2012 93.32 four stars
2010-06 09/20/2011 90.07 four stars
 
CN 1.0
2009-06 12/22/2010 90.88 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 20-4392201
Name in IRS Master File AMERICAN LUNG ASSOCIATION OF THEUPPER MIDWEST
NTEE Code G45
NTEE Classification Lung Disease
NTEE Type Diseases, Disorders, Medical Disciplines
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date April, 2006
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$274,181 1.09% Lewis A. Bartfield President, CEO

The American Lung Association of the Upper Midwest (ALAUM) is committed to saving lives by improving lung health and preventing lung disease. Through research, education and advocacy we are dedicated to the fight for air. ALAUM is America's oldest voluntary health organization, founded in 1904 as the National Association for the Study and Prevention of Tuberculosis. For over 100 years, the American Lung Association has lead the fight for healthy lungs and healthy air. Now in our second century, the American Lung Association is the leading organization working to save lives, improve lung health and prevent lung disease. The American Lung Association is fighting for air through research, education and advocacy.

Highly Rated

Charity Name & State Overall Score Overall Rating
American Lung Association of the Upper Midwest (WI) 94.28 four stars
Breathe California of Los Angeles County (CA) 87.76 three stars
American Lung Association of the Southeast (FL) 94.28 four stars
American Lung Association of the Midland States (OH) 93.00 four stars
Breathe California of the Bay Area (CA) 85.69 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

American Lung Association of the Upper Midwest
13100 West Lisbon Road
Suite 700
Brookfield, WI 53005
tel: (262) 703-4200
fax: (262) 781-5180
EIN: 20-4392201

Visit Web Site

Board Leadership

Steve Mielke
Chair

CEO

Lewis Bartfield
President, CEO

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