Civic Intelligence

Wispact Inc.

990 • Fiscal year 2015 • EIN 02-0704244

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 25, 2016

Organization ProfileWWW.WISPACT.ORG

View Organization Page

131 W Wilson St No 300Madison, WI 53703-3270

(608) 268-6006

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$121,301

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

93rd percentile

49%

Faster asset growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-1.7%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$7,116,412

Up $2,325,866 (+49%) from 2014

Net Assets

Up

$6,992,738

Up $2,266,885 (+48%) from 2014

Liabilities

Up

$123,674

Up $58,981 (+91%) from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin93rd percentile

Revenue

Down

$4,207,123

Down $74,358 (-1.7%) from 2014

Expenses

Down

$1,815,280

Down $1,357 (-0.1%) from 2014

Net Income

Down

$2,391,843

Down $73,001 (-3.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2015

Assets$7,116,412
Liabilities$123,674
Net Assets$6,992,738
Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

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

2015

Revenue$4,207,123
Expenses$1,815,280
Net Income$2,391,843
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 25, 2016
Return Version
2015v2.1
Gross Receipts
$4,307,027
Mission and Program Overview

Mission

We enhance the well-being of people of all ages with disabilities across wisconsin through the management of special needs trusts by promoting more choice and opportunities.

Wispact provides for the special needs of persons with disabilities while safeguarding their eligibility for public benefits or placement on government waiting lists.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,659,884$5,724,351▲ $2,064,467
Savings and Temporary Cash Investments$904,839$756,637▼ $148,202
Cash and Non-Interest-Bearing Accounts$87,064$590,283▲ $503,219
Land, Buildings, and Equipment, Net$29,795$30,502▲ $707
Prepaid Expenses and Deferred Charges$14,565$12,389▼ $2,176
Accounts Receivable$94,399$2,250▼ $92,149
Total Assets$4,790,546$7,116,412▲ $2,325,866
Liabilities
Accounts Payable and Accrued Expenses$64,693$123,674▲ $58,981
Total Liabilities$64,693$123,674▲ $58,981
Net Assets / Fund Balance
Unrestricted Net Assets$4,725,853$6,992,738▲ $2,266,885
Total Net Assets Fund Balance$4,725,853$6,992,738▲ $2,266,885
Total Liabilities and Net Assets / Fund Balance$4,790,546$7,116,412▲ $2,325,866

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,502$37,541$68,043
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Olivia WongExecutive DirectorFT$101,937$19,364$121,301

Board Members and Trustees

NameTitle
Peter GrosskopfChair
Johanna AllexChair Elect
Dan IdzikowksiDirector
Jennifer AnnenDirector
Joanne LeifheitDirector
Kathleen TessmerDirector
Mark MunsonDirector
Mary KessensDirector
Patti BeckerDirector
Robert MathersDirector
Nancy RaglandSecretary
Nate KublankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,049,403
Investment Income
$157,570
Other Revenue
$150
Change in Net Assets
$2,391,843

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,207,123
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-150,778
Total Revenue per Audited Statements
$4,056,345
Total Revenue per Form 990
$4,207,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$597,135
Other Expenses$319,017
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$899,128--$899,128
Other Salaries and Wages$266,206$117,803-$384,009
Current Officers, Directors, Trustees, and Key Employees$84,098$37,203-$121,301
Office Expenses$21,670$39,329-$60,999
Fees for Services Other$126$52,193-$52,319
Fees for Services Accounting$5,040$37,312-$42,352
Occupancy$31,914$10,199-$42,113
Payroll Taxes$26,795$11,854-$38,649
Advertising$35,311$3,098-$38,409
Pension Plan Contributions$21,318$9,431-$30,749
Fees for Service Investment Mgmnt Fees$25,820--$25,820
Other Employee Benefits$15,549$6,878-$22,427
Fees for Services Legal-$20,477-$20,477
Travel$8,169$9,267-$17,436
Depreciation Depletion-$6,848-$6,848
Insurance-$6,322-$6,322
Conferences and Meetings$2,806$325-$3,131
Information Technology$1,734$1,057-$2,791
Total Functional Expenses$1,445,684$369,596$0$1,815,280

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,815,280
Expenses per Audited Statements$1,789,460
Total Expenses per Audited Statements$1,789,460
Expenses Not Reported on Financial Statements$25,820
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The 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.”

Form 990, Part VI, Section B, Line 12C

“All 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.”

Form 990, Part VI, Section B, Line 15A

“An 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.”

Form 990, Part VI, Section C, Line 19

“The 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.”

Filing and Contact Details

Filer

Filer Name
Wispact Inc
EIN
02-0704244
Phone
6082686006
Address
131 W WILSON ST NO 300, MADISON, WI 53703-3270

Signing Officer

Name
Olivia Wong
Title
Executive Director
Phone
6082686006
Signed
2016-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Olivia Wong
Formed
2004
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
13
Volunteers
13

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Scott Haumersen CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees reported on form 990, part ix, line 11f -25,820.”

Raw XML AppendixShowing 400 of 469 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LandBldgEquipAccumDeprecAmt037541
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029795
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030502
IRS990/LandBldgEquipCostOrOtherBssAmt068043
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt099904
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WISPACT MANAGES AND SUPERVISES ACTIVITIES OF POOLED AND COMMUNITY TRUSTS FOR PERSONS WITH DISABILITIES AND FOR OTHER CHARITABLE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04725853
IRS990/NetAssetsOrFundBalancesEOYAmt06992738
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043614
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043614
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-124958
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010199
IRS990/OccupancyGrp/ProgramServicesAmt031914
IRS990/OccupancyGrp/TotalAmt042113
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039329
IRS990/OfficeExpensesGrp/ProgramServicesAmt021670
IRS990/OfficeExpensesGrp/TotalAmt060999
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06878
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015549
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022427
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0150
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0150
IRS990/OtherRevenueTotalAmt0150
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0117803
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0266206
IRS990/OtherSalariesAndWagesGrp/TotalAmt0384009
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011854
IRS990/PayrollTaxesGrp/ProgramServicesAmt026795
IRS990/PayrollTaxesGrp/TotalAmt038649
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09431
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021318
IRS990/PensionPlanContributionsGrp/TotalAmt030749
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014565
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012389
IRS990/PrincipalOfficerNm0OLIVIA WONG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1523920
IRS990/ProgramServiceRevenueGrp/BusinessCd2523920
IRS990/ProgramServiceRevenueGrp/Desc0TRUST PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SET UP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02808479
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11086417
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2154507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02808479
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11086417
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2154507
IRS990/ProgSrvcAccomActy2Grp/Desc0WISPACT PROVIDES EDUCATION TO THE PUBLIC ABOUT SPECIAL NEEDS TRUSTS FOR PEOPLE WITH DISABILITIES THROUGH ONLINE AND PRINT PUBLICATIONS AND THROUGH PRESENTATIONS TO VARIOUS GROUPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0144982
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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 AND II ARE ELIGIBLE FOR ASSISTANCE. 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 AND POST-DEATH EXPENSES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0899128
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01013358
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051683
IRS990/PYOtherExpensesAmt0260116
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04229798
IRS990/PYRevenuesLessExpensesAmt02464844
IRS990/PYSalariesCompEmpBnftPaidAmt0543163
IRS990/PYTotalExpensesAmt01816637
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04281481
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02391843
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04049403
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0904839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0756637
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0113956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt048192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt015820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08620
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0204786
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04049553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04229798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02004554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01208471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0999291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012491667
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0113956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt048192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt015820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0204786
IRS990ScheduleA/InvestmentIncomeCYPct00.01610
IRS990ScheduleA/InvestmentIncomePYPct00.01020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98390
IRS990ScheduleA/PublicSupportPY509Pct00.98980
IRS990ScheduleA/PublicSupportTotal509Amt012491667
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04049553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04229798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02004554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01208471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0999291
IRS990ScheduleA/Total509Grp/TotalAmt012491667
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04163509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04277990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02022752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01224291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01007911
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012696453
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt025820
IRS990ScheduleD/ExpensesSubtotalAmt01789460
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt025820
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-124958
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt030502
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037541
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt068043
IRS990ScheduleD/OtherRevenueAmt0-25820
IRS990ScheduleD/RevenueNotReportedAmt0-150778
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04207123
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -25,820.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030502
IRS990ScheduleD/TotalExpensesPerForm990Amt01815280
IRS990ScheduleD/TotalRevenuePerForm990Amt04207123
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04056345
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01789460
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1ALL 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/SupplementalInformationDetail/ExplanationTxt2AN 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/SupplementalInformationDetail/ExplanationTxt3THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04790546
IRS990/TotalAssetsEOYAmt07116412
IRS990/TotalAssetsGrp/BOYAmt04790546
IRS990/TotalAssetsGrp/EOYAmt07116412

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,116,412
Liabilities
$123,674
Net assets
$6,992,738
Revenue
$4,207,123
Expenses
$1,815,280
Net income
$2,391,843
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