Civic Intelligence

Wispact Inc.

990 • Fiscal year 2016 • EIN 02-0704244

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 07, 2017

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

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.02x

Higher debt load relative to revenue than 14% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$132,357

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

1.5%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,703,706

Up $1,587,294 (+22%) from 2015

Net Assets

Up

$8,609,350

Up $1,616,612 (+23%) from 2015

Liabilities

Down

$94,356

Down $29,318 (-24%) from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin86th percentile

Revenue

Up

$4,270,622

Up $63,499 (+1.5%) from 2015

Expenses

Up

$2,959,047

Up $1,143,767 (+63%) from 2015

Net Income

Down

$1,311,575

Down $1,080,268 (-45%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2016

Assets$8,703,706
Liabilities$94,356
Net Assets$8,609,350
Open 2016 Filing

Operations Trend

Revenue Growth46th 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

2016

Revenue$4,270,622
Expenses$2,959,047
Net Income$1,311,575
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 7, 2017
Return Version
2016v3.0
Gross Receipts
$5,848,774
Mission and Program Overview

Mission

Improve the lives of persons with disabilities by giving them more opportunities and choices to enhance their independence and increase the quality of their lives. Wispact manages and supervises activities of pooled and community trusts for persons with disabilities and for other charitable purposes.

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$5,724,351$7,191,745▲ $1,467,394
Savings and Temporary Cash Investments$756,637$757,394▲ $757
Cash and Non-Interest-Bearing Accounts$590,283$590,834▲ $551
Accounts Receivable$2,250$115,020▲ $112,770
Land, Buildings, and Equipment, Net$30,502$27,740▼ $2,762
Prepaid Expenses and Deferred Charges$12,389$20,973▲ $8,584
Total Assets$7,116,412$8,703,706▲ $1,587,294
Liabilities
Accounts Payable and Accrued Expenses$123,674$92,856▼ $30,818
Deferred Revenue-$1,500-
Total Liabilities$123,674$94,356▼ $29,318
Net Assets / Fund Balance
Unrestricted Net Assets$6,992,738$8,609,350▲ $1,616,612
Total Net Assets Fund Balance$6,992,738$8,609,350▲ $1,616,612
Total Liabilities and Net Assets / Fund Balance$7,116,412$8,703,706▲ $1,587,294

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,740$44,958$72,698
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Olivia WongExecutive DirectorFT$105,492$26,865$132,357

Board Members and Trustees

NameTitle
Johanna AllexChair
Joanne LeifheitChair Elect
Beth WelchDirector
Brett BauchDirector
Dan IdzikowskiDirector
Jamie Van WagonerDirector
Kathleen TessmerDirector
Mary KessensDirector
Patti BeckerDirector
Robert HeiDirector
Mark MunsonSecretary
Nate KublankTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,087,585
Investment Income
$183,037
Other Revenue
$0
Change in Net Assets
$1,311,575

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,270,622
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$276,569
Total Revenue per Audited Statements
$4,547,191
Total Revenue per Form 990
$4,270,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$737,288
Other Expenses$457,318
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,764,441--$1,764,441
Other Salaries and Wages$326,543$193,817-$520,360
Current Officers, Directors, Trustees, and Key Employees$92,650$39,707-$132,357
Fees for Services Other$29,851$63,379-$93,230
Fees for Services Legal$5,285$62,854-$68,139
Office Expenses$15,423$51,266-$66,689
Payroll Taxes$32,358$17,885-$50,243
Occupancy$36,615$12,943-$49,558
Fees for Services Accounting$707$44,922-$45,629
Other Expenses-$34,000-$34,000
Fees for Service Investment Mgmnt Fees$28,468--$28,468
Advertising$23,932$3,308-$27,240
Pension Plan Contributions$14,636$8,736-$23,372
Travel$6,265$16,038-$22,303
Other Employee Benefits$1,508$9,448-$10,956
Depreciation Depletion-$7,417-$7,417
Insurance-$6,141-$6,141
Conferences and Meetings$2,905$420-$3,325
Information Technology$2,466$714-$3,180
All Other Expenses$973$913-$1,886
Interest$24$89-$113
Total Functional Expenses$2,385,050$573,997$0$2,959,047

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,959,047
Expenses per Audited Statements$2,930,579
Total Expenses per Audited Statements$2,930,579
Expenses Not Reported on Financial Statements$28,468
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 11B

“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
Meghan Teigen
Title
Executive Director
Phone
6082686006
Signed
2017-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meghan Teigen
Formed
2004
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
17
Volunteers
14

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 -28,468.”

Raw XML AppendixShowing 400 of 487 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0123674
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt092856
IRS990/AccountsReceivableGrp/BOYAmt02250
IRS990/AccountsReceivableGrp/EOYAmt0115020
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WISPACT PROVIDES FOR THE SPECIAL NEEDS OF PERSONS WITH DISABILITIES WHILE SAFEGUARDING THEIR ELIGIBILITY FOR PUBLIC BENEFITS OR PLACEMENT ON GOVERNMENT WAITING LISTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt03308
IRS990/AdvertisingGrp/ProgramServicesAmt023932
IRS990/AdvertisingGrp/TotalAmt027240
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0913
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0973
IRS990/AllOtherExpensesGrp/TotalAmt01886
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01764441
IRS990/BenefitsToMembersGrp/TotalAmt01764441
IRS990/BooksInCareOfDetail/PersonNm0TOM O'BRIEN
IRS990/BooksInCareOfDetail/PhoneNum06082686006
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0131 W WILSON ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0537033270
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0590283
IRS990/CashNonInterestBearingGrp/EOYAmt0590834
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt039707
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt092650
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132357
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0420
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02905
IRS990/ConferencesMeetingsGrp/TotalAmt03325
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01764441
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0183037
IRS990/CYOtherExpensesAmt0457318
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04087585
IRS990/CYRevenuesLessExpensesAmt01311575
IRS990/CYSalariesCompEmpBnftPaidAmt0737288
IRS990/CYTotalExpensesAmt02959047
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04270622
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt01500
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07417
IRS990/DepreciationDepletionGrp/TotalAmt07417
IRS990/Desc0THE RETAINED FUND (ALSO KNOWN AS THE WISPACT FUND) IS 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01792909
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt044922
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0707
IRS990/FeesForServicesAccountingGrp/TotalAmt045629
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt062854
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt05285
IRS990/FeesForServicesLegalGrp/TotalAmt068139
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt063379
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt029851
IRS990/FeesForServicesOtherGrp/TotalAmt093230
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt028468
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt028468
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226865
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHANNA ALLEX
IRS990/Form990PartVIISectionAGrp/PersonNm1NATE KUBLANK
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOANNE LEIFHEIT
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHLEEN TESSMER
IRS990/Form990PartVIISectionAGrp/PersonNm5PATTI BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY KESSENS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN IDZIKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT HEI
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMIE VAN WAGONER
IRS990/Form990PartVIISectionAGrp/PersonNm10BRETT BAUCH
IRS990/Form990PartVIISectionAGrp/PersonNm11BETH WELCH
IRS990/Form990PartVIISectionAGrp/PersonNm12OLIVIA WONG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12105492
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029717
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01607869
IRS990/GrossReceiptsAmt05848774
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0714
IRS990/InformationTechnologyGrp/ProgramServicesAmt02466
IRS990/InformationTechnologyGrp/TotalAmt03180
IRS990/InsuranceGrp/ManagementAndGeneralAmt06141
IRS990/InsuranceGrp/TotalAmt06141
IRS990/InterestGrp/ManagementAndGeneralAmt089
IRS990/InterestGrp/ProgramServicesAmt024
IRS990/InterestGrp/TotalAmt0113
IRS990/InvestmentIncomeGrp/ExclusionAmt0153320
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0153320
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05724351
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07191745
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044958
IRS990/LandBldgEquipBasisNetGrp/BOYAmt030502
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027740
IRS990/LandBldgEquipCostOrOtherBssAmt072698
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01578152
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/NetAssetsOrFundBalancesBOYAmt06992738
IRS990/NetAssetsOrFundBalancesEOYAmt08609350
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029717
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029717
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0305037
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012943
IRS990/OccupancyGrp/ProgramServicesAmt036615
IRS990/OccupancyGrp/TotalAmt049558
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051266
IRS990/OfficeExpensesGrp/ProgramServicesAmt015423
IRS990/OfficeExpensesGrp/TotalAmt066689
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09448
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01508
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010956
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034000
IRS990/OtherExpensesGrp/TotalAmt034000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0193817
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0326543
IRS990/OtherSalariesAndWagesGrp/TotalAmt0520360
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017885
IRS990/PayrollTaxesGrp/ProgramServicesAmt032358
IRS990/PayrollTaxesGrp/TotalAmt050243
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08736
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014636
IRS990/PensionPlanContributionsGrp/TotalAmt023372
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012389
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020973
IRS990/PrincipalOfficerNm0MEGHAN TEIGEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1523920
IRS990/ProgramServiceRevenueGrp/BusinessCd2523920
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0TRUST PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SET UP FEES
IRS990/ProgramServiceRevenueGrp/Desc3OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02772986
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11184523
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2128244
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31832
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02772986
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11184523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2128244
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31832
IRS990/ProgSrvcAccomActy2Grp/Desc0WISPACT ESTABLISHES AND MANAGES TRUSTS FOR THE SPECIAL NEEDS OF PERSONS WITH DISABILITIES WITHOUT ENDANGERING THEIR ELIGIBILITY FOR PUBLIC BENEFITS OR PLACEMENT ON WAITING LISTS. THESE BENEFITS INCLUDE ENTITLEMENT PROGRAMS SUCH AS SUPPLEMENTAL SECURITY INCOME, MEDICAL ASSISTANCE, SOCIAL SECURITY DISABILITY INSURANCE AND MEDICARE AND HOME AND COMMUNITY-BASED SERVICES, SUCH AS THE COMMUNITY INTEGRATION, OPTIONS, AND SUPPORT PROGRAMS. AS OF DECEMBER 31, 2016, WISPACT WAS MANAGING 2,437 TRUSTS HOLDING $101,021,431.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0443323
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01314599
IRS990/ProgSrvcAccomActy3Grp/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/ProgSrvcAccomActy3Grp/ExpenseAmt0148818
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0899128
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0157570
IRS990/PYOtherExpensesAmt0319017
IRS990/PYOtherRevenueAmt0150
IRS990/PYProgramServiceRevenueAmt04049403
IRS990/PYRevenuesLessExpensesAmt02391843
IRS990/PYSalariesCompEmpBnftPaidAmt0597135
IRS990/PYTotalExpensesAmt01815280
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04207123
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01311575
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02772986
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0756637
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0757394
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0153320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0113956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt048192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt018198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015820
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0349486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04087585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04049553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04229798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02004554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01208471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015579961
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0153320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0113956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt048192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt018198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0349486
IRS990ScheduleA/InvestmentIncomeCYPct00.02190
IRS990ScheduleA/InvestmentIncomePYPct00.01610
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97810
IRS990ScheduleA/PublicSupportPY509Pct00.98390
IRS990ScheduleA/PublicSupportTotal509Amt015579961
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04087585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04049553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04229798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02004554
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01208471
IRS990ScheduleA/Total509Grp/TotalAmt015579961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04240905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04163509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04277990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02022752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01224291
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015929447
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt027740
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044958
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072698
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt028468
IRS990ScheduleD/ExpensesSubtotalAmt02930579
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt028468
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0305037
IRS990ScheduleD/OtherRevenueAmt0-28468
IRS990ScheduleD/RevenueNotReportedAmt0276569
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04270622
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -28,468.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027740
IRS990ScheduleD/TotalExpensesPerForm990Amt02959047
IRS990ScheduleD/TotalRevenuePerForm990Amt04270622
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04547191
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02930579
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 11B
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,703,706
Liabilities
$94,356
Net assets
$8,609,350
Revenue
$4,270,622
Expenses
$2,959,047
Net income
$1,311,575
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