Civic Intelligence

Wispact Inc.

990 • Fiscal year 2020 • EIN 02-0704244

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 05, 2021

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

16th percentile

0.01x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

13th percentile

0.03x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$170,843

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

74th percentile

19%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$19,010,768

Up $3,069,887 (+19%) from 2019

Net Assets

Up

$18,744,720

Up $3,009,491 (+19%) from 2019

Liabilities

Up

$266,048

Up $60,396 (+29%) from 2019

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin81st percentile

Revenue

Up

$7,690,212

Up $1,093,309 (+17%) from 2019

Expenses

Up

$5,619,457

Up $453,400 (+8.8%) from 2019

Net Income

Up

$2,070,755

Up $639,909 (+45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2020

Assets$19,010,768
Liabilities$266,048
Net Assets$18,744,720
Open 2020 Filing

Operations Trend

Revenue Growth74th 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

2020

Revenue$7,690,212
Expenses$5,619,457
Net Income$2,070,755
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 5, 2021
Return Version
2020v4.1
Gross Receipts
$10,165,220
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.

To manage and supervise activities of pooled and community trusts for persons with disabilities and for other charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$0$12,833,207▲ $12,833,207
Cash and Non-Interest-Bearing Accounts$14,476,443$1,154,496▼ $13,321,947
Investments Other Securities$0$648,357▲ $648,357
Savings and Temporary Cash Investments$1,084,531$582,156▼ $502,375
Accounts Receivable$156,994$158,388▲ $1,394
Land, Buildings, and Equipment, Net$154,768$112,545▼ $42,223
Prepaid Expenses and Deferred Charges$39,277$50,206▲ $10,929
Other Notes and Loans Receivable, Net$20,336$0▼ $20,336
Intangible Assets$2,614$0▼ $2,614
Total Assets$15,940,881$19,010,768▲ $3,069,887
Other Assets Total$5,918$3,471,413▲ $3,465,495
Liabilities
Accounts Payable and Accrued Expenses$169,764$253,996▲ $84,232
Unsecured Notes Loans Payable$20,336$0▼ $20,336
Deferred Revenue$15,552$0▼ $15,552
Other Liabilities$0$12,052▲ $12,052
Total Liabilities$205,652$266,048▲ $60,396
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,735,229$18,744,720▲ $3,009,491
Total Net Assets Fund Balance$15,735,229$18,744,720▲ $3,009,491
Total Liabilities and Net Assets / Fund Balance$15,940,881$19,010,768▲ $3,069,887

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$112,545$90,333$202,878
Other Assets Org$5,918--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$0$3,200,000▲ $277,695-$3,465,495
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HaydeExecutive DirectorFT$137,548$33,295$170,843

Board Members and Trustees

NameTitle
Ryan McguireChair
Brett BauchImmediate Past Chair
Aric BurchDirector
Beth WelchDirector
David PinnoDirector
Elizabeth WingardDirector
Gene LarockDirector
Greg BanchyDirector
Heather PosterDirector
Julie StrennDirector
Kate SchillingDirector
Kathryn AuerbeckDirector
Tom SchraederDirector
Tricia WilkinsonDirector
Bridget ErwinSecretary
Jordon GeigerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,296,544
Investment Income
$393,668
Other Revenue
$0
Change in Net Assets
$2,070,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,690,212
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$937,849
Total Revenue per Audited Statements
$8,628,061
Total Revenue per Form 990
$7,690,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,337,094
Other Expenses$640,885
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,591,478--$3,591,478
Other Salaries and Wages$627,824$233,609-$861,433
Current Officers, Directors, Trustees, and Key Employees$85,422$85,421-$170,843
Other Employee Benefits$112,721$50,419-$163,140
All Other Expenses$161,801--$161,801
Occupancy$57,640$25,896-$83,536
Office Expenses$8,032$68,186-$76,218
Payroll Taxes$51,622$23,090-$74,712
Advertising$58,272$10,274-$68,546
Pension Plan Contributions$46,270$20,696-$66,966
Fees for Services Accounting-$65,850-$65,850
Fees for Services Legal$61,190$630-$61,820
Depreciation Depletion-$51,058-$51,058
Grants to Domestic Orgs$50,000--$50,000
Fees for Services Other$10,642$18,681-$29,323
Information Technology-$12,868-$12,868
Insurance$728$10,636-$11,364
Conferences and Meetings$7,232$3,235-$10,467
Travel$1,505$5,584-$7,089
Fees for Service Investment Mgmnt Fees-$887-$887
Interest-$58-$58
Total Functional Expenses$4,932,379$687,078$0$5,619,457

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,619,457
Expenses per Audited Statements$5,618,570
Total Expenses per Audited Statements$5,618,570
Expenses Not Reported on Financial Statements$887
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Liability$12,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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. If a director or officer of wispact, inc. Or any entity, in which such person is a director or officer or has a material financial interest, is a party to a contract or transaction with wispact, inc. Or would materially benefit therefrom, such relationship shall be disclosed and the director or officer shall recuse himself or herself from voting on the matter.”

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 Hayde
Title
Executive Director
Phone
6082686006
Signed
2021-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Hayde
Formed
2002
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
17
Volunteers
16

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Scott Haumersen CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in investment in greater milwaukee foundation 265,495.”

Financial Statement Notes

PART V, LINE 4:

“During the year ended december 31, 2020, the wispact's board of directors approved transferring $3,200,000 of net assets without donor restrictions as a beneficial interest in a general endowment fund to support the mission of wispact.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees reported on form 990, part ix, line 11f -887. Change in investment in greater milwaukee foundation 265,495.”

Raw XML AppendixShowing 400 of 577 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/BOYAmt0169764
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0253996
IRS990/AccountsReceivableGrp/BOYAmt0156994
IRS990/AccountsReceivableGrp/EOYAmt0158388
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MANAGE AND SUPERVISE ACTIVITIES OF POOLED AND COMMUNITY TRUSTS FOR PERSONS WITH DISABILITIES AND FOR OTHER CHARITABLE PURPOSES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010274
IRS990/AdvertisingGrp/ProgramServicesAmt058272
IRS990/AdvertisingGrp/TotalAmt068546
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0161801
IRS990/AllOtherExpensesGrp/TotalAmt0161801
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt03591478
IRS990/BenefitsToMembersGrp/TotalAmt03591478
IRS990/BooksInCareOfDetail/PersonNm0JANE WOCHOS
IRS990/BooksInCareOfDetail/PhoneNum06082686006
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0226 CORPORATE DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0537142406
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt014476443
IRS990/CashNonInterestBearingGrp/EOYAmt01154496
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt085421
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt085422
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0170843
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03235
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07232
IRS990/ConferencesMeetingsGrp/TotalAmt010467
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt03591478
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt0393668
IRS990/CYOtherExpensesAmt0640885
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt07296544
IRS990/CYRevenuesLessExpensesAmt02070755
IRS990/CYSalariesCompEmpBnftPaidAmt01337094
IRS990/CYTotalExpensesAmt05619457
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07690212
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt015552
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt051058
IRS990/DepreciationDepletionGrp/TotalAmt051058
IRS990/Desc0BENEFICIARY AND CREATOR SERVICES - PROVIDE INFORMATION, REFERRAL, ADVOCACY, AND OVERSIGHT TO AND FOR PERSONS WHO CREATE OR BENEFIT BY SPECIAL NEEDS TRUST ACCOUNTS FOR DISABLED PERSONS. BENEFICIARY SPECIALISTS PROCESS DISBURSEMENT REQUESTS FOR BENEFICIARIES OUT OF THEIR TRUST ACCOUNTS. TRUST ADVISORS COORDINATE THE SET-UP OF NEW TRUST ACCOUNTS CREATED.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04723279
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt065850
IRS990/FeesForServicesAccountingGrp/TotalAmt065850
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0630
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt061190
IRS990/FeesForServicesLegalGrp/TotalAmt061820
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt018681
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt010642
IRS990/FeesForServicesOtherGrp/TotalAmt029323
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0887
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0887
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/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
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/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1625895
IRS990/Form990PartVIISectionAGrp/PersonNm0BRETT BAUCH
IRS990/Form990PartVIISectionAGrp/PersonNm1RYAN MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIDGET ERWIN
IRS990/Form990PartVIISectionAGrp/PersonNm3JORDON GEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER POSTER
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHRYN AUERBECK
IRS990/Form990PartVIISectionAGrp/PersonNm6ARIC BURCH
IRS990/Form990PartVIISectionAGrp/PersonNm7BETH WELCH
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM SCHRAEDER
IRS990/Form990PartVIISectionAGrp/PersonNm9JULIE STRENN
IRS990/Form990PartVIISectionAGrp/PersonNm10GREG BANCHY
IRS990/Form990PartVIISectionAGrp/PersonNm11GENE LAROCK
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID PINNO
IRS990/Form990PartVIISectionAGrp/PersonNm13TRICIA WILKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm14ELIZABETH WINGARD
IRS990/Form990PartVIISectionAGrp/PersonNm15KATE SCHILLING
IRS990/Form990PartVIISectionAGrp/PersonNm16KEVIN HAYDE
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16144948
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt093718
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02568726
IRS990/GrossReceiptsAmt010165220
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012868
IRS990/InformationTechnologyGrp/TotalAmt012868
IRS990/InsuranceGrp/ManagementAndGeneralAmt010636
IRS990/InsuranceGrp/ProgramServicesAmt0728
IRS990/InsuranceGrp/TotalAmt011364
IRS990/IntangibleAssetsGrp/BOYAmt02614
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt058
IRS990/InterestGrp/TotalAmt058
IRS990/InvestmentIncomeGrp/ExclusionAmt0299950
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0299950
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0648357
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012833207
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt090333
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0154768
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0112545
IRS990/LandBldgEquipCostOrOtherBssAmt0202878
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02475008
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015735229
IRS990/NetAssetsOrFundBalancesEOYAmt018744720
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt093718
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt093718
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0673241
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015735229
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018744720
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt025896
IRS990/OccupancyGrp/ProgramServicesAmt057640
IRS990/OccupancyGrp/TotalAmt083536
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt068186
IRS990/OfficeExpensesGrp/ProgramServicesAmt08032
IRS990/OfficeExpensesGrp/TotalAmt076218
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05918
IRS990/OtherAssetsTotalGrp/EOYAmt03471413
IRS990/OtherChangesInNetAssetsAmt0265495
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt050419
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0112721
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0163140
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt012052
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0233609
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0627824
IRS990/OtherSalariesAndWagesGrp/TotalAmt0861433
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt020336
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023090
IRS990/PayrollTaxesGrp/ProgramServicesAmt051622
IRS990/PayrollTaxesGrp/TotalAmt074712
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt020696
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046270
IRS990/PensionPlanContributionsGrp/TotalAmt066966
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039277
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050206
IRS990/PrincipalOfficerNm0KEVIN HAYDE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1523920
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3523920
IRS990/ProgramServiceRevenueGrp/Desc0TRUST PROCEEDS UPON TERMINATION
IRS990/ProgramServiceRevenueGrp/Desc1SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2RETAINED FUND REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc3SET UP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05253803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11744390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2156601
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3141750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05253803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11744390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2156601
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3141750
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION AND OUTREACH - PROVIDE EDUCATION TO THE PUBLIC ABOUT SPECIAL NEEDS TRUSTS FOR PEOPLE WITH DISABILITIES THROUGH PUBLICATIONS ONLINE AND IN PRINT AND THROUGH PRESENTATIONS TO GROUPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0209100
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03201420
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0895514
IRS990/PYOtherExpensesAmt0678329
IRS990/PYOtherRevenueAmt065000
IRS990/PYProgramServiceRevenueAmt05636389
IRS990/PYRevenuesLessExpensesAmt01430846
IRS990/PYSalariesCompEmpBnftPaidAmt01286308
IRS990/PYTotalExpensesAmt05166057
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06596903
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02070755
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07296544
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01084531
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0582156
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0299950
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0304770
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0334917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0235901
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0153320
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01328858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07296544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05636389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06542068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04356807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04087585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027919393
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt065000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt065000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0299950
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0304770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0334917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0235901
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0153320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01328858
IRS990ScheduleA/InvestmentIncomeCYPct00.04530
IRS990ScheduleA/InvestmentIncomePYPct00.04420
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95470
IRS990ScheduleA/PublicSupportPY509Pct00.95580
IRS990ScheduleA/PublicSupportTotal509Amt027984393
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07296544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05701389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06542068

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,010,768
Liabilities
$266,048
Net assets
$18,744,720
Revenue
$7,690,212
Expenses
$5,619,457
Net income
$2,070,755
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
2020Detailed filing. Detailed filing data is available for this year.$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