Civic Intelligence

Wispact Inc.

990 • Fiscal year 2021 • EIN 02-0704244

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.04x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

63rd percentile

19%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$199,132

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

5.5%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$21,065,076

Up $2,054,308 (+11%) from 2020

Net Assets

Up

$20,744,016

Up $1,999,296 (+11%) from 2020

Liabilities

Up

$321,060

Up $55,012 (+21%) from 2020

Revenue

Up

$8,110,040

Up $419,828 (+5.5%) from 2020

Expenses

Up

$6,532,858

Up $913,401 (+16%) from 2020

Net Income

Down

$1,577,182

Down $493,573 (-24%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$21,065,076
Liabilities$321,060
Net Assets$20,744,016

Operations Trend

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

2021

Revenue$8,110,040
Expenses$6,532,858
Net Income$1,577,182
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.2
Gross Receipts
$13,137,159
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$12,833,207$11,958,618▼ $874,589
Cash and Non-Interest-Bearing Accounts$1,154,496$1,416,894▲ $262,398
Accounts Receivable$158,388$174,929▲ $16,541
Prepaid Expenses and Deferred Charges$50,206$108,157▲ $57,951
Land, Buildings, and Equipment, Net$112,545$73,836▼ $38,709
Investments Other Securities$648,357$73,658▼ $574,699
Savings and Temporary Cash Investments$582,156$1▼ $582,155
Total Assets$19,010,768$21,065,076▲ $2,054,308
Other Assets Total$3,471,413$7,258,983▲ $3,787,570
Liabilities
Accounts Payable and Accrued Expenses$253,996$314,180▲ $60,184
Other Liabilities$12,052$6,880▼ $5,172
Total Liabilities$266,048$321,060▲ $55,012
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,744,720$20,744,016▲ $1,999,296
Total Net Assets Fund Balance$18,744,720$20,744,016▲ $1,999,296
Total Liabilities and Net Assets / Fund Balance$19,010,768$21,065,076▲ $2,054,308

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$67,854$139,882$207,736
Other Land Buildings$5,982$14,094$20,076
Other Assets Org$7,891--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,465,495$3,375,000▲ $604,038-$7,251,091
2020-$3,200,000▲ $277,695-$3,465,495
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin HaydeExecutive DirectorFT$151,206$47,926$199,132
Eric DegrootFoundation DirectorFT$106,253$20,275$126,528

Board Members and Trustees

NameTitle
Aric BurchChair
Ryan McguireImmediate Past Chair
Barbara HughesDirector
Elizabeth WingardDirector
Gene LarockDirector
Greg BanchyDirector
Heather PosterDirector
Jennifer ImediegwuDirector
Julie StrennDirector
Kate SchillingDirector
Kathryne AuerbeckDirector
Tom SchraederDirector
Tricia WilkinsonDirector
Bridget ErwinSecretary
Jordon GeigerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,536,546
Investment Income
$573,494
Other Revenue
$0
Change in Net Assets
$1,577,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,110,040
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$417,424
Total Revenue per Audited Statements
$8,527,464
Total Revenue per Form 990
$8,110,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,493,620
Other Expenses$771,860
Grants and Similar Amounts Paid$217,098
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$4,050,280--$4,050,280
Other Salaries and Wages$747,360$213,226-$960,586
Grants to Domestic Orgs$217,098--$217,098
All Other Expenses$200,683--$200,683
Current Officers, Directors, Trustees, and Key Employees$99,566$99,566-$199,132
Other Employee Benefits$128,407$47,424-$175,831
Office Expenses$6,455$98,248-$104,703
Occupancy$69,105$26,442-$95,547
Payroll Taxes$57,832$21,359-$79,191
Pension Plan Contributions$57,605$21,275-$78,880
Advertising$41,009$29,585-$70,594
Fees for Services Accounting-$68,053-$68,053
Fees for Services Other$6,111$58,880-$64,991
Fees for Services Legal$59,951$4,135-$64,086
Depreciation Depletion-$51,882-$51,882
Travel$1,598$17,794-$19,392
Information Technology-$19,206-$19,206
Insurance-$7,213-$7,213
Fees for Service Investment Mgmnt Fees-$4,690-$4,690
Interest-$820-$820
Total Functional Expenses$5,743,060$789,798$0$6,532,858

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,532,858
Expenses per Audited Statements$6,528,168
Total Expenses per Audited Statements$6,528,168
Expenses Not Reported on Financial Statements$4,690
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Living AllianceMadison, WI501c3Wispact Foundation Grants$10,000
GIGI'S PLAYHOUSEMadison, WI501c3Wispact Foundation Grants$10,000
Islands of Brilliance IncMilwaukee, WI501c3Wispact Foundation Grants$10,000
VARIETY- THE CHILDREN'S CHARITY OF WISCONSINElm Grove, WI501c3Wispact Foundation Grants$10,000
Vision Forward AssociationMilwaukee, WI501c3Wispact Foundation Grants$10,000
Wisconsin Badger Camp IncPlatteville, WI501c3Wispact Foundation Grants$10,000
Special Olympics Wisconsin IncMadison, WI501c3Wispact Foundation Grants$9,988
Bloom360 Learning CommunityEast Troy, WI501c3Wispact Foundation Grants$9,729
Easter SealsWest Allis, WI501c3Wispact Foundation Grants$8,970
NamiMadison, WI501c3Wispact Foundation Grants$8,850
Arts for AllMadison, WI501c3Wispact Foundation Grants$8,500
Autism Society of Greater WisconsinMenasha, WI501c3Wispact Foundation Grants$8,000
Wisconsin Sibs IncAppleton, WI501c3Wispact Foundation Grants$8,000
Bridge the Gap IncShawano, WI501c3Wispact Foundation Grants$7,786
The Arc Fond Du LacFond Du Lac, WI501c3Wispact Foundation Grants$6,000
Cerebal Palsy IncGreen Bay, WI501c3Wispact Foundation Grants$5,538
The Arc Dane CountyMadison, WI501c3Wispact Foundation Grants$5,500
Valley Packaging Industries IncAppleton, WI501c3Wispact Foundation Grants$5,143
The Arc WisconsinStoughton, WI501c3Wispact Foundation Grants$5,125
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$6,880
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
2022-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Hayde
Formed
2002
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
22
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 578,695.

Financial Statement Notes

PART V, LINE 4:

During the year ended december 31, 2021, the wispact's board of directors approved transferring $3,375,000 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 -4,690. Change in investment in greater milwaukee foundation 578,695.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15161206
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16106253
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/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16FOUNDATION DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0294251
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0168098
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0217098
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0217098
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05321370
IRS990/GrossReceiptsAmt013137159
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt019206
IRS990/InformationTechnologyGrp/TotalAmt019206
IRS990/InsuranceGrp/ManagementAndGeneralAmt07213
IRS990/InsuranceGrp/TotalAmt07213
IRS990/InterestGrp/ManagementAndGeneralAmt0820
IRS990/InterestGrp/TotalAmt0820
IRS990/InvestmentIncomeGrp/ExclusionAmt0279243
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0279243
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0648357
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt073658
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012833207
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011958618
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0153976
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0112545
IRS990/LandBldgEquipBasisNetGrp/EOYAmt073836
IRS990/LandBldgEquipCostOrOtherBssAmt0227812
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05027119
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE IMPROVE THE LIVES OF PEOPLE OF ALL AGES WITH DISABILITIES ACROSS WISCONSIN THROUGH THE MANAGEMENT OF SPECIAL NEEDS TRUSTS TO PROVIDE MORE CHOICES, MORE OPPORTUNITIES, AND A BETTER QUALITY OF LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018744720
IRS990/NetAssetsOrFundBalancesEOYAmt020744016
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0294251
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0294251
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-156581
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018744720
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020744016
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026442
IRS990/OccupancyGrp/ProgramServicesAmt069105
IRS990/OccupancyGrp/TotalAmt095547
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt098248
IRS990/OfficeExpensesGrp/ProgramServicesAmt06455
IRS990/OfficeExpensesGrp/TotalAmt0104703
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03471413
IRS990/OtherAssetsTotalGrp/EOYAmt07258983
IRS990/OtherChangesInNetAssetsAmt0578695
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt047424
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0128407
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0175831
IRS990/OtherLiabilitiesGrp/BOYAmt012052
IRS990/OtherLiabilitiesGrp/EOYAmt06880
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0213226
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0747360
IRS990/OtherSalariesAndWagesGrp/TotalAmt0960586
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021359
IRS990/PayrollTaxesGrp/ProgramServicesAmt057832
IRS990/PayrollTaxesGrp/TotalAmt079191
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt021275
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt057605
IRS990/PensionPlanContributionsGrp/TotalAmt078880
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050206
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0108157
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/RelatedOrExemptFuncIncomeAmt05179811
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11975122
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2198663
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3182950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05179811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11975122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2198663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3182950
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/ExpenseAmt0248749
IRS990/ProgSrvcAccomActy2Grp/GrantAmt049000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03591478
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt0393668
IRS990/PYOtherExpensesAmt0640885
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07296544
IRS990/PYRevenuesLessExpensesAmt02070755
IRS990/PYSalariesCompEmpBnftPaidAmt01337094
IRS990/PYTotalExpensesAmt05619457
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07690212
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01577182
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07536546
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0582156
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0279243
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0299950
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0304770
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0334917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0235901
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01454781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07536546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07296544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05636389
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06542068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04356807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031368354
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt065000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt065000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0279243
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0299950
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0304770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0334917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0235901
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01454781
IRS990ScheduleA/InvestmentIncomeCYPct00.04420
IRS990ScheduleA/InvestmentIncomePYPct00.04530
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95580
IRS990ScheduleA/PublicSupportPY509Pct00.95470
IRS990ScheduleA/PublicSupportTotal509Amt031433354
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07536546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07296544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05701389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06542068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt04356807
IRS990ScheduleA/Total509Grp/TotalAmt031433354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07815789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07596494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06006159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06876985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04592708
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032888135
IRS990/ScheduleBRequiredInd00

Document Assets

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$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