Civic Intelligence

Wispact Inc.

990 • Fiscal year 2011 • EIN 02-0704244

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 2012

Organization ProfileWWW.WISPACT.ORG

View Organization Page

802 W Broadway No 21453713-1894
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

99th percentile

384%

Faster asset growth than 99% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,169,075

Up $927,426 (+384%) from 2010

Net Assets

Up

$1,145,575

Up $919,563 (+407%) from 2010

Liabilities

Up

$23,500

Up $7,863 (+50%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$564,546

Up $232,508 (+70%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $241,649Liabilities 2010: $15,637Net Assets 2010: $226,0122010Assets 2011: $1,169,075Liabilities 2011: $23,500Net Assets 2011: $1,145,5752011Assets 2012: $1,553,416Liabilities 2012: $28,370Net Assets 2012: $1,525,0462012Assets 2013: $2,255,392Liabilities 2013: $49,587Net Assets 2013: $2,205,8052013Assets 2014: $4,790,546Liabilities 2014: $64,693Net Assets 2014: $4,725,8532014Assets 2015: $7,116,412Liabilities 2015: $123,674Net Assets 2015: $6,992,7382015Assets 2016: $8,703,706Liabilities 2016: $94,356Net Assets 2016: $8,609,3502016Assets 2017: $11,798,540Liabilities 2017: $108,794Net Assets 2017: $11,689,7462017Assets 2018: $13,998,246Liabilities 2018: $175,313Net Assets 2018: $13,822,9332018Assets 2019: $15,940,881Liabilities 2019: $205,652Net Assets 2019: $15,735,2292019Assets 2020: $19,010,768Liabilities 2020: $266,048Net Assets 2020: $18,744,7202020Assets 2021: $21,065,076Liabilities 2021: $321,060Net Assets 2021: $20,744,0162021Assets 2022: $18,413,551Liabilities 2022: $684,889Net Assets 2022: $17,728,6622022Assets 2023: $20,535,619Liabilities 2023: $621,126Net Assets 2023: $19,914,4932023Assets 2024: $26,188,865Liabilities 2024: $529,153Net Assets 2024: $25,659,7122024

Highlighted filing

2011

Assets$1,169,075
Liabilities$23,500
Net Assets$1,145,575
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $332,0382010Expenses 2011: $564,5462011Expenses 2012: $893,3582012Revenue 2013: $2,036,497Expenses 2013: $1,423,345Net Income 2013: $613,1522013Revenue 2014: $4,281,481Expenses 2014: $1,816,637Net Income 2014: $2,464,8442014Revenue 2015: $4,207,123Expenses 2015: $1,815,280Net Income 2015: $2,391,8432015Revenue 2016: $4,270,622Expenses 2016: $2,959,047Net Income 2016: $1,311,5752016Revenue 2017: $4,731,254Expenses 2017: $2,567,645Net Income 2017: $2,163,6092017Revenue 2018: $8,023,748Expenses 2018: $4,163,739Net Income 2018: $3,860,0092018Revenue 2019: $6,596,903Expenses 2019: $5,166,057Net Income 2019: $1,430,8462019Revenue 2020: $7,690,212Expenses 2020: $5,619,457Net Income 2020: $2,070,7552020Revenue 2021: $8,110,040Expenses 2021: $6,532,858Net Income 2021: $1,577,1822021Revenue 2022: $7,114,677Expenses 2022: $8,039,222Net Income 2022: -$924,5452022Revenue 2023: $9,102,679Expenses 2023: $8,279,866Net Income 2023: $822,8132023Revenue 2024: $13,007,918Expenses 2024: $8,416,127Net Income 2024: $4,591,7912024

Highlighted filing

2011

Revenue-
Expenses$564,546
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Gross Receipts
$1,007,911
Mission and Program Overview

Mission

To improve the lives of people of all ages with disabilities across wisconsin through the management of special needs trusts to provide more choice, more opportunities, and a better quality of life.

Major Activities

Activity 2
Wispact provides education to the public about special needs trusts for people with disabilities through online and print publications and through presentations to various groups.
Filing and Contact Details

Filer

EIN
02-0704244
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IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/InvestmentExpensesNotIncluded202945
IRS990ScheduleD/NetUnrealizedGainsInvestments0-19393
IRS990ScheduleD/OtherLandBuildings/BookValue08235
IRS990ScheduleD/OtherLandBuildings/Depreciation020277
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis028512
IRS990ScheduleD/OtherRevenues0-2945
IRS990ScheduleD/PriorPeriodAdjustments0476198
IRS990ScheduleD/RevenueNotRptdF9900-22338
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01007911
IRS990ScheduleD/TotalAdjustments0476198
IRS990ScheduleD/TotalExpenses0564546
IRS990ScheduleD/TotalExpensesPerForm9900564546
IRS990ScheduleD/TotalOfBookValueLandBuildings08235
IRS990ScheduleD/TotalRevenue01007911
IRS990ScheduleD/TotalRevenuePerForm99001007911
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0561601
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0985573
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0IN ACCORDANCE WITH THE BYLAWS UNDER 4D, ELECTION: ANY NEW DIRECTORS SHALL BE ELECTED BY THE BOARD OF DIRECTORS OF THE CORPORATION. THE BOARD SHALL BE BROADLY REPRESENTATIVE OF VARIOUS DISABILITY GROUPS WHO MAY BENEFIT FROM THE SERVICES OF THE TRUSTS: INCLUDING, BUT NOT LIMITED TO INDIVIDUALS WITH, FAMILY MEMBERS OR LEGAL GUARDIANS OF INDIVIDUALS WITH MENTAL ILLNESS, DEMENTIA, DEVELOPMENTAL DISABILITY, PHYSICAL DISABILITY, SENSORY IMPAIRMENT, HAS ATTAINED THE AGE AT WHICH SERVICES ARE PROVIDED UNDER THE OLDER AMERICANS ACT, OR IS A MEMBER OF THE STATE BAR OF WISCONSINS ELDER LAW SECTION.
IRS990ScheduleO/GeneralExplanation/Explanation1THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT AND EXECUTIVE DIRECTOR AND THEN REVIEWED AND APPROVED BY THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation2ALL EMPLOYEES AND DIRECTORS ANNUALLY SIGN A STATEMENT DISCLOSING INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE EXECUTIVE DIRECTOR ALSO REVIEWS ALL TRANSACTIONS AS THEY OCCUR TO DETERMINE IF A CONFLICT EXISTS AND INVESTIGATES ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation3AN INDEPENDENT HUMAN RESOURCES CONSULTANT WAS HIRED TO RESEARCH AND ANALYZE COMPENSATION DATA THAT WAS THEN PRESENTED TO THE MEMBERS OF THE GOVERNING BODY. THE COMPENSATION DATA IS USED BY THE MEMBERS OF THE GOVERNING BODY IN CONJUNCTION WITH A PERFORMANCE EVALUATION TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS PROCESS WAS LAST UNDERTAKEN IN SEPTEMBER 2011.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/GeneralExplanation/Explanation5PRIOR PERIOD ADJUSTMENTS: 476,198.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,169,075
Liabilities
$23,500
Net assets
$1,145,575
Revenue
-
Expenses
$564,546
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.53$25.7$13.0$8.42$4.59
2023Detailed filing. Detailed filing data is available for this year.$20.5$0.62$19.9$9.10$8.28$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.68$17.7$7.11$8.04$0.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.32$20.7$8.11$6.53$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.27$18.7$7.69$5.62$2.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$0.21$15.7$6.60$5.17$1.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.18$13.8$8.02$4.16$3.86
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.11$11.7$4.73$2.57$2.16
2016Detailed filing. Detailed filing data is available for this year.$8.70$0.09$8.61$4.27$2.96$1.31
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.12$6.99$4.21$1.82$2.39
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.06$4.73$4.28$1.82$2.46
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.05$2.21$2.04$1.42$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.03$1.53$0.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.02$1.15$0.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.02$0.23$0.33