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· Private foundation

Lori and Rick Rosmann Foundation

Its FY2022 filing reports that it accepted unsolicited grant applications.

$60k
Granted FY2021
8
Grants FY2021
1
States reached
$10k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172021.

Youth Development$83kHuman Services$65kReligion$55kHealth$53kRecreation & Sports$38kArts & Culture$29kEducation$29kFood & Nutrition$25kOther$0
02FY2021 · 8 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2021

  • Under $10k4 grants · $20k
  • $10k–50k4 grants · $40k
$10,000
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
CHILDREN'S WI CHANGE THE CHECKUP$10,000
THE CATHEDRAL CENTER$10,000
RONALD MCDONALD HOUSE$10,000
JOURNEY HOUSE$10,000
PINK UMBRELLA THEATER CO$5,000
PATHFINDERS$5,000
HABITAT FOR HUMANITY-WASHINGTON CTY$5,000
HABITAT FOR HUMANITY-MILWAUKEE CTY$5,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–21, $40k) land where the poverty rate runs at 17%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 12%JOURNEY HOUSE: $10k → 17%JOURNEY HOUSE: $10k → 17%JOURNEY HOUSE: $5k → 17%JOURNEY HOUSE: $5k → 17%JOURNEY HOUSE: $5k → 17%PATHFINDERS: $5k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

75%of every dollar goes to organizations you’ve funded before.
$334k · 13 repeat orgs$113k to everyone else

13 repeat relationships — 2 still active in FY2021, 11 since wound down; 6 grantees were first funded in FY2021 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
10

Total granted

$334k
$73k

Median revenue growth · since first grant

+18%
+78%

Still filing today

69%
20%

New vs renewed · share of each year

In FY2021, 33% of grant dollars renewed an existing relationship; $40k went to new ones.

50%100%’17’18’19’20’21
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21
Human ServicesEducationCivil RightsArts & CulturePublic BenefitPublic Safety & DisasterOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • TR
    TEAM RUBICON INC
    3× · 2017–2019 · $25k · revenue +18%
  • FS
    FAMILY SHARING OF OZAUKEE COUNTY INC
    4× · 2017–2020 · $25k · revenue +56%
  • FO
    FOLDS OF HONOR FOUNDATION
    3× · 2017–2020 · $24k · revenue +162%

Funded once

  • FT
    FIRST TEE OF MILWAUKEE COUNTY
    one grant, 2017 · $16k
  • IG
    Individual grant recipient
    one grant, 2019 · $15k
  • HE
    HOLOCAUST ED RESOURCE CTR
    one grant, 2020 · $15k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Disability Rights Wisconsin Inc

Legal protection and advocacy to protect the rights of people with disabilities in wisconsin.

2
Homeward Bound Inc

Providing innovative and life-enriching services for children, adolescents, and adults with disabilities.

Human Services
3
Wisconsin Regional Training Partnership

To develop services and training programs for area employers to expand employment opportunities. wrtp is a 501(c)(3) nonprofit workforce intermediary dedicated to connecting people to family-sustaining jobs. our mission is to enhance the…

Philanthropy
4
Employ Milwaukee Inc

The mission of employ milwaukee, inc. is to build a strong workforce development system by planning, coordinating, collaborating and monitoring workforce initiatives with businesses, partners and community stakeholders at the local,…

Employment
5
Wisconsin Lutheran Home Ministries Inc

To share christ's love as we serve the spiritual, physical, intellectual and emotional needs of people entrusted to our care and others whose lives we touch.

6
Legal Action of Wisconsin Inc

Legal action exists to provide creative, effective, and high-quality legal representation in order to achieve justice for low-income people and others to whom it would otherwise be denied. we advocate for empowerment and systemic change to…

Crime & Legal
7
Goodwill Industries of North Central Wisconsin Inc

Eliminating barriers to employment by providing pathways for those who are underserved, underrepresented and disadvantaged who have a goal of building skills that lead to sustained employment and improved financial stability.

Human Services
8
Radio Milwaukee Inc

To reach a new generation of radio listeners on air, online and in the community with a compelling selection of music and public affairs programming. the corporation celebrates milwaukee music, arts, heritage, and culture by supporting and…

Arts & Culture
9
Fisher House Wisconsin Inc

The mission or core purpose of fisher house wisconsin (fhw) is to:1. provide a "home away from home" for families of veterans and service members receiving medical care from any designated veterans administration (va) hospital or medical…

Health
10
Goodwill Industries of South Central Wisconsin Inc

Goodwill of south central wisconsin's mission is to help people in our community to live, work and thrive through housing, employment and supportive services. see schedule o for continuationsupported employment and job skills training are…

Employment
11
My Choice Wisconsin Inc

We inspire people to experience life at its fullest by encouraging ownership of health, fostering independence, and serving the whole person; and do so with an unwavering commitment as stewards of medicaid funding.

Health
12
Wisconsin Policy Forum Inc

We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.

Public Benefit

For reference, the grantee most central to the portfolio’s shape is Journey House Inc and the most unlike its peers is Blood Cancer United Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

13 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 13 of the 29 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
13/13
Grantees still filing
10/13
Grew since you first funded

Where your money sits — by cause, then by grantee

FIRST TEE OF SOUTHEAST WISCONSIN — $62,375 · OtherFIRST TEE OF SOUTHEAST WISCONSINMILWAUKEE CENTRAL SDA CHURCH — $54,500 · OtherMILWAUKEE CENTRAL SDA CHURCHSE WI ADAPTIVE SKI PROGRAM — $22,500 · OtherSE WI ADAPTIVE SKI PROGRAMGREAT LAKES HEMOPHILIA FOUNDATION INC — $17,500 · OtherGREAT LAKES HEMOPHILIA FOUNDATION INCFIRST TEE OF MILWAUKEE COUNTY — $16,000 · OtherFIRST TEE OF MILWAUKEE COUNTYIndividual grant recipient — $15,000 · OtherRONALD MCDONALD HOUSE — $15,000 · OtherHOLOCAUST ED RESOURCE CTR — $15,000 · OtherAMERICAN RED CROSS - WI REGION — $10,000 · OtherCHILDREN'S WI CHANGE THE CHECKUP — $10,000 · OtherCATHEDRAL CENTER INC — $10,000 · Other+9 more — $35,000 · Other+9 moreJOURNEY HOUSE INC — $35,000 · Human ServicesJOURNEY HOUSE…WOUNDED WARRIOR PROJECT INC — $15,000 · Human ServicesWOUNDED WARRI…PATHFINDERS MILWAUKEE INC — $5,000 · Human ServicesPATHFINDERS M…FOLDS OF HONOR FOUNDATION — $24,000 · EducationADULT LEARNING CENTER INC — $5,000 · EducationTEAM RUBICON INC — $25,000 · Public Safety & DisasterFAMILY SHARING OF OZAUKEE COUNTY INC — $25,000 · Food & NutritionBLOOD CANCER UNITED INC — $15,000 · HealthOUR NEXT GENERATION INC — $15,000 · Civil Rights
Other$282,875Human Services$55,000Education$29,000Public Safety & Disaster$25,000Food & Nutrition$25,000Health$15,000Civil Rights$15,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetJOURNEY HOUSE INC — $35,000 over 5y, 0.4% of budgetTEAM RUBICON INC — $25,000 over 3y, 0.0% of budgetFAMILY SHARING OF OZAUKEE COUNTY INC — $25,000 over 4y, 0.8% of budgetFOLDS OF HONOR FOUNDATION — $24,000 over 3y, 0.0% of budgetGREAT LAKES HEMOPHILIA FOUNDATION INC — $17,500 over 4y, 0.3% of budgetBLOOD CANCER UNITED INC — $15,000 over 2y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC — $15,000 over 3y, 0.0% of budgetOUR NEXT GENERATION INC — $15,000 over 2y, 1.5% of budgetCATHEDRAL CENTER INC — $10,000 over 1y, 0.4% of budgetMILWAUKEE COUNTY WAR MEMORIAL INC — $8,000 over 3y, 0.1% of budgetPATHFINDERS MILWAUKEE INC — $5,000 over 1y, 0.1% of budgetADULT LEARNING CENTER INC — $5,000 over 1y, 3.0% of budgetJUDICIAL WATCH INC — $500 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds JOURNEY HOUSE INC
  • Who funds TEAM RUBICON INC
  • Who funds FAMILY SHARING OF OZAUKEE COUNTY INC
  • Who funds FOLDS OF HONOR FOUNDATION
  • Who funds GREAT LAKES HEMOPHILIA FOUNDATION INC
  • Who funds BLOOD CANCER UNITED INC
  • Who funds WOUNDED WARRIOR PROJECT INC
  • Who funds OUR NEXT GENERATION INC
  • Who funds CATHEDRAL CENTER INC
  • Who funds MILWAUKEE COUNTY WAR MEMORIAL INC
  • Who funds PATHFINDERS MILWAUKEE INC
  • Who funds ADULT LEARNING CENTER INC
  • Who funds JUDICIAL WATCH INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Herbert H Kohl Charities IncWI19.7× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Herbert H Kohl Charities Inc · Milwaukee Jewish Federation Inc · Green Bay Packers Foundation · Baird Foundation Inc · Greater Milwaukee Foundation Inc · Otto Bremer Trust · Charles D Ortgiesen Foundation Inc · Weiss Family Foundation · Anon Charitable Trust · The Ros Foundation · Archdiocese of Milwaukee Catholic Community Foundation Inc · Evan & Marion Helfaer Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Lori and Rick Rosmann Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%0%1%3%5%your share of their income ↑0%19%38%56%75%share of the org’s income from governmentmedian 0%
  • Wounded Warrior Project Inc0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Lori and Rick Rosmann Foundation?

Find your warmest path to Lori and Rick Rosmann Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 29 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2021, released 2021. Filings run roughly 12–24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2022) is on record but names no grant recipient in the published copy, so the figures above are from FY2021, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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