Civic Intelligence

Wispact Inc.

990 • Fiscal year 2012 • EIN 02-0704244

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 05, 2013

Organization ProfileWWW.WISPACT.ORG

View Organization Page

131 W Wilson St No 30053703-3270
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.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

89th percentile

33%

Faster asset growth than 89% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,553,416

Up $384,341 (+33%) from 2011

Net Assets

Up

$1,525,046

Up $379,471 (+33%) from 2011

Liabilities

Up

$28,370

Up $4,870 (+21%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$893,358

Up $328,812 (+58%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2012

Assets$1,553,416
Liabilities$28,370
Net Assets$1,525,046
Open 2012 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

2012

Revenue-
Expenses$893,358
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 5, 2013
Return Version
2012v2.1
Gross Receipts
$1,224,291
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.
Activity 3
The retained fund (also known as the wispact fund) are assets held in trust by wispact to benefit beneficiaries of wispact trusts in need. Generally, beneficiaries of wispact trust i are eligible for assistance, although some beneficiaries of wispact trust ii have also benefitted from the retained fund. The fund can cover a vast number of requests, ranging from subsidies for trust creation costs, funeral and burial costs, financial literacy courses, vocational support, assistive devices, transportation, and other emergencies. While a broad range of assistance is available, a vast majority of assistance rendered has been for creation cost subsidies.
Filing and Contact Details

Filer

EIN
02-0704244
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IRS990/Activity3/Description0THE RETAINED FUND (ALSO KNOWN AS THE WISPACT FUND) ARE ASSETS HELD IN TRUST BY WISPACT TO BENEFIT BENEFICIARIES OF WISPACT TRUSTS IN NEED. GENERALLY, BENEFICIARIES OF WISPACT TRUST I ARE ELIGIBLE FOR ASSISTANCE, ALTHOUGH SOME BENEFICIARIES OF WISPACT TRUST II HAVE ALSO BENEFITTED FROM THE RETAINED FUND. THE FUND CAN COVER A VAST NUMBER OF REQUESTS, RANGING FROM SUBSIDIES FOR TRUST CREATION COSTS, FUNERAL AND BURIAL COSTS, FINANCIAL LITERACY COURSES, VOCATIONAL SUPPORT, ASSISTIVE DEVICES, TRANSPORTATION, AND OTHER EMERGENCIES. WHILE A BROAD RANGE OF ASSISTANCE IS AVAILABLE, A VAST MAJORITY OF ASSISTANCE RENDERED HAS BEEN FOR CREATION COST SUBSIDIES.
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IRS990ScheduleA/GrossReceiptsFromAdmissions/Total03132603
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear015820
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year08620
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0221
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0301
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0801
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total025763
IRS990ScheduleA/InvestmentIncomePercentage00.00820
IRS990ScheduleA/PriorYearSupportPercentage00.99470
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00530
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99180
IRS990ScheduleA/PublicSupportTotal50903133513
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear01208471
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0999291
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0393354
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0295469
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0236928
IRS990ScheduleA/Total509/Total03133513
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear01224291
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year01007911
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0393575
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0295770
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0237729
IRS990ScheduleA/TotalSupportTotal/Total03159276
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt06181
IRS990ScheduleD/ExpensesSubtotal0887177
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -6,181.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/InvestmentExpensesNotIncluded206181
IRS990ScheduleD/NetUnrealizedGainsInvestments048538
IRS990ScheduleD/OtherLandBuildings/BookValue026103
IRS990ScheduleD/OtherLandBuildings/Depreciation025165
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis051268
IRS990ScheduleD/OtherRevenues0-6181
IRS990ScheduleD/RevenueNotRptdF990042357
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01224291
IRS990ScheduleD/TotalExpensesPerForm9900893358
IRS990ScheduleD/TotalOfBookValueLandBuildings026103
IRS990ScheduleD/TotalRevenuePerForm99001224291
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0887177
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01266648
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE 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/Explanation1ALL 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/Explanation2AN 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 2012.
IRS990ScheduleO/GeneralExplanation/Explanation3THE 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.

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,553,416
Liabilities
$28,370
Net assets
$1,525,046
Revenue
-
Expenses
$893,358
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