Civic Intelligence

Wispact Inc.

990 • Fiscal year 2017 • EIN 02-0704244

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileWWW.WISPACT.ORG

View Organization Page

226 Corporate DrMadison, WI 53714-2406

(608) 268-6006

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

91st percentile

36%

Faster asset growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$11,798,540

Up $3,094,834 (+36%) from 2016

Net Assets

Up

$11,689,746

Up $3,080,396 (+36%) from 2016

Liabilities

Up

$108,794

Up $14,438 (+15%) from 2016

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin90th percentile

Revenue

Up

$4,731,254

Up $460,632 (+11%) from 2016

Expenses

Down

$2,567,645

Down $391,402 (-13%) from 2016

Net Income

Up

$2,163,609

Up $852,034 (+65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2017

Assets$11,798,540
Liabilities$108,794
Net Assets$11,689,746
Open 2017 Filing

Operations Trend

Revenue Growth65th 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

2017

Revenue$4,731,254
Expenses$2,567,645
Net Income$2,163,609
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$5,096,033
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.

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$7,191,745$10,174,958▲ $2,983,213
Savings and Temporary Cash Investments$757,394$1,068,244▲ $310,850
Cash and Non-Interest-Bearing Accounts$590,834$315,436▼ $275,398
Accounts Receivable$115,020$136,023▲ $21,003
Land, Buildings, and Equipment, Net$27,740$73,035▲ $45,295
Prepaid Expenses and Deferred Charges$20,973$30,844▲ $9,871
Total Assets$8,703,706$11,798,540▲ $3,094,834
Liabilities
Accounts Payable and Accrued Expenses$92,856$91,106▼ $1,750
Deferred Revenue$1,500$17,688▲ $16,188
Total Liabilities$94,356$108,794▲ $14,438
Net Assets / Fund Balance
Unrestricted Net Assets$8,609,350$11,689,746▲ $3,080,396
Total Net Assets Fund Balance$8,609,350$11,689,746▲ $3,080,396
Total Liabilities and Net Assets / Fund Balance$8,703,706$11,798,540▲ $3,094,834

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$62,581$14,581$77,162
Other Land Buildings$10,454$1,307$11,761
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meghan TeigenInterim Executive DirectorFT$55,981$5,253$61,234
Kevin R HaydeExecutive DirectorFT$58,065-$58,065
Olivia WongExecutive DirectorFT$12,043$1,417$13,460

Board Members and Trustees

NameTitle
Joanne LeifheitChair
Johanna AllexPast Chair
Angela CanellosDirector
Beth WelchDirector
Dan IdzikowskiDirector
Kathleen TessmerDirector
Mary KessensDirector
Nate KublankDirector
Ryan McguireDirector
Robert HeiSecretary
Brett BauchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,356,807
Investment Income
$374,447
Other Revenue
$0
Change in Net Assets
$2,163,609

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,731,254
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$885,648
Total Revenue per Audited Statements
$5,616,902
Total Revenue per Form 990
$4,731,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$746,080
Other Expenses$681,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,139,890--$1,139,890
Other Salaries and Wages$278,336$153,587-$431,923
Fees for Services Other$37,570$129,748-$167,318
Current Officers, Directors, Trustees, and Key Employees$85,441$47,318-$132,759
Fees for Services Legal$39,821$77,539-$117,360
Other Employee Benefits$68,694$32,219-$100,913
Occupancy$42,583$33,992-$76,575
Advertising$45,286$15,557-$60,843
Office Expenses$13,324$42,376-$55,700
Payroll Taxes$31,028$17,400-$48,428
Travel$14,936$31,348-$46,284
Fees for Services Accounting-$40,691-$40,691
Fees for Service Investment Mgmnt Fees$40,061--$40,061
Pension Plan Contributions$19,233$12,824-$32,057
Conferences and Meetings$15,909$10,218-$26,127
Information Technology$1,428$19,554-$20,982
Other Expenses$3,678$7,188-$10,866
Depreciation Depletion-$10,184-$10,184
Insurance-$8,684-$8,684
Total Functional Expenses$1,877,218$690,427$0$2,567,645

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,567,645
Total Expenses per Audited Statements$2,536,506
Expenses per Audited Statements$2,527,584
Expenses Not Reported on Financial Statements$40,061
Expenses Not Reported on Form 990$8,922
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 were 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
226 CORPORATE DR, MADISON, WI 53714-2406

Signing Officer

Name
Kevin R Hayde
Title
Executive Director
Phone
6082686006
Signed
2018-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin R Hayde
Formed
2004
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
16
Volunteers
13

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on disposal of equipment -8,922.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees reported on form 990, part ix, line 11f -40,061.”

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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0503325
IRS990/GrossReceiptsAmt05096033
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019554
IRS990/InformationTechnologyGrp/ProgramServicesAmt01428
IRS990/InformationTechnologyGrp/TotalAmt020982
IRS990/InsuranceGrp/ManagementAndGeneralAmt08684
IRS990/InsuranceGrp/TotalAmt08684
IRS990/InvestmentIncomeGrp/ExclusionAmt0235901
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0235901
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07191745
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010174958
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015888
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027740
IRS990/LandBldgEquipBasisNetGrp/EOYAmt073035
IRS990/LandBldgEquipCostOrOtherBssAmt088923
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0364779
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/NetAssetsOrFundBalancesBOYAmt08609350
IRS990/NetAssetsOrFundBalancesEOYAmt011689746
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0138546
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0138546
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0925709
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt033992
IRS990/OccupancyGrp/ProgramServicesAmt042583
IRS990/OccupancyGrp/TotalAmt076575
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042376
IRS990/OfficeExpensesGrp/ProgramServicesAmt013324
IRS990/OfficeExpensesGrp/TotalAmt055700
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-8922
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032219
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt068694
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0100913
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07188
IRS990/OtherExpensesGrp/ProgramServicesAmt03678
IRS990/OtherExpensesGrp/TotalAmt010866
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0153587
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0278336
IRS990/OtherSalariesAndWagesGrp/TotalAmt0431923
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017400
IRS990/PayrollTaxesGrp/ProgramServicesAmt031028
IRS990/PayrollTaxesGrp/TotalAmt048428
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012824
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019233
IRS990/PensionPlanContributionsGrp/TotalAmt032057
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020973
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030844
IRS990/PrincipalOfficerNm0KEVIN R HAYDE
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/RelatedOrExemptFuncIncomeAmt02862118
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11372738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2121951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02862118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11372738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2121951
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, 2017, WISPACT WAS MANAGING 2,598 TRUSTS HOLDING $124,292,080.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0513486
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01494689
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/ExpenseAmt0185521
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01764441
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0183037
IRS990/PYOtherExpensesAmt0457318
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04087585
IRS990/PYRevenuesLessExpensesAmt01311575
IRS990/PYSalariesCompEmpBnftPaidAmt0737288
IRS990/PYTotalExpensesAmt02959047
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04270622
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02163609
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02862118
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0757394
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01068244
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0235901
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0153320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0113956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt048192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018198
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0569567
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04356807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04087585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04049553
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04229798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02004554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018728297
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0235901
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0153320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0113956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt048192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0569567
IRS990ScheduleA/InvestmentIncomeCYPct00.02950
IRS990ScheduleA/InvestmentIncomePYPct00.02190
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97050
IRS990ScheduleA/PublicSupportPY509Pct00.97810
IRS990ScheduleA/PublicSupportTotal509Amt018728297
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04356807
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04087585
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04049553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04229798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02004554
IRS990ScheduleA/Total509Grp/TotalAmt018728297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04592708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04240905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04163509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04277990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02022752
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019297864
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt062581
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014581
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt077162
IRS990ScheduleD/ExpensesNotReportedAmt08922
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt040061
IRS990ScheduleD/ExpensesSubtotalAmt02527584
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt040061
IRS990ScheduleD/LossesReportedAmt08922
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0925709
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010454
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01307
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011761
IRS990ScheduleD/OtherRevenueAmt0-40061
IRS990ScheduleD/RevenueNotReportedAmt0885648
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04731254
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -40,061.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt073035
IRS990ScheduleD/TotalExpensesPerForm990Amt02567645
IRS990ScheduleD/TotalRevenuePerForm990Amt04731254
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05616902
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02536506
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 WERE MADE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOSS ON DISPOSAL OF EQUIPMENT -8,922.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,798,540
Liabilities
$108,794
Net assets
$11,689,746
Revenue
$4,731,254
Expenses
$2,567,645
Net income
$2,163,609
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
2017Detailed filing. Detailed filing data is available for this year.$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