Liabilities / Assets
18th percentile
Higher debt load relative to assets than 18% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
13th percentile
Higher debt load relative to revenue than 13% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 1.8% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
83rd percentile
Faster revenue growth than 83% of similar nonprofits.
Balance Sheet
Assets
Up$26,188,865
Up $5,653,246 (+28%) from 2023
Net Assets
Up$25,659,712
Up $5,745,219 (+29%) from 2023
Liabilities
Down$529,153
Down $91,973 (-15%) from 2023
Revenue And Expenses
Revenue
Up$13,007,918
Up $3,905,239 (+43%) from 2023
Expenses
Up$8,416,127
Up $136,261 (+1.6%) from 2023
Net Income
Up$4,591,791
Up $3,768,978 (+458%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 5, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $19,788,480
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $11,122,158 | $12,000,048 | ▲ $877,890 |
| Cash and Non-Interest-Bearing Accounts | $808,203 | $723,378 | ▼ $84,825 |
| Savings and Temporary Cash Investments | $212,647 | $559,244 | ▲ $346,597 |
| Accounts Receivable | $195,364 | $218,403 | ▲ $23,039 |
| Prepaid Expenses and Deferred Charges | $85,351 | $89,625 | ▲ $4,274 |
| Investments Other Securities | $157,807 | $31,408 | ▼ $126,399 |
| Land, Buildings, and Equipment, Net | $15,271 | $10,170 | ▼ $5,101 |
| Intangible Assets | $28,429 | $7,192 | ▼ $21,237 |
| Total Assets | $20,535,619 | $26,188,865 | ▲ $5,653,246 |
| Other Assets Total | $7,910,389 | $12,549,397 | ▲ $4,639,008 |
| Liabilities | |||
| Other Liabilities | $362,081 | $279,680 | ▼ $82,401 |
| Accounts Payable and Accrued Expenses | $259,045 | $249,473 | ▼ $9,572 |
| Total Liabilities | $621,126 | $529,153 | ▼ $91,973 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $19,914,493 | $25,659,712 | ▲ $5,745,219 |
| Total Net Assets Fund Balance | $19,914,493 | $25,659,712 | ▲ $5,745,219 |
| Total Liabilities and Net Assets / Fund Balance | $20,535,619 | $26,188,865 | ▲ $5,653,246 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $10,170 | $214,525 | $224,695 |
| Other Assets Org | $270,898 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $7,542,361 | $4,852,448 | ▲ $890,016 | - | $12,264,690 |
| 2023 | $6,505,869 | $1,000,000 | ▲ $734,658 | - | $7,542,361 |
| 2022 | $7,251,091 | $960,000 | ▼ $1,035,038 | - | $6,505,869 |
| 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
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kevin Hayde | Executive Director | FT | $185,128 | $51,439 | $236,567 |
Board Members and Trustees
| Name | Title |
|---|---|
| Julie Strenn | Chair |
| Bridget Erwin | Immediate Past Chair |
| Aric Burch | Director |
| Barbara Hughes | Director |
| Blaine Patino | Director |
| Bryant Ray | Director |
| Crystal Brabender | Director |
| Elizabeth Wingard | Director |
| Gene Larock | Director |
| Heather Poster | Director |
| Jennifer Lasky | Director |
| Jon Fischer | Director |
| Kate Schilling | Director |
| Kathryne Auerback | Director |
| Marissa Blackmore | Director |
| Phil Konrath | Director |
| Sarah Barnes | Director |
| Sydney Badeau | Director |
| Tricia Wilkinson | Director |
| Tom Schraeder | Secretary |
| Mark Van Someren | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $12,577,597
- Investment Income
- $430,321
- Other Revenue
- $0
- Change in Net Assets
- $4,591,791
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $13,007,918
- Revenue Not Reported on Financial Statements
- $0
- Revenue Not Reported on Form 990
- $1,053,346
- Total Revenue per Audited Statements
- $14,061,264
- Total Revenue per Form 990
- $13,007,918
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $2,156,434 |
| Grants and Similar Amounts Paid | $986,865 |
| Other Expenses | $705,457 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $4,567,371 | - | - | $4,567,371 |
| Other Salaries and Wages | $1,037,694 | $263,719 | - | $1,301,413 |
| Grants to Domestic Orgs | $986,865 | - | - | $986,865 |
| Other Employee Benefits | $274,454 | $90,696 | - | $365,150 |
| Current Officers, Directors, Trustees, and Key Employees | $118,284 | $118,284 | - | $236,568 |
| Pension Plan Contributions | $99,353 | $32,832 | - | $132,185 |
| Occupancy | $94,468 | $33,538 | - | $128,006 |
| Payroll Taxes | $91,035 | $30,083 | - | $121,118 |
| Fees for Service Investment Mgmnt Fees | - | $100,082 | - | $100,082 |
| Office Expenses | $2,934 | $89,410 | - | $92,344 |
| Fees for Services Other | - | $91,767 | - | $91,767 |
| Fees for Services Accounting | $5,818 | $81,493 | - | $87,311 |
| Advertising | $62,397 | $14,936 | - | $77,333 |
| Depreciation Depletion | - | $32,946 | - | $32,946 |
| Travel | $26,482 | $5,007 | - | $31,489 |
| Conferences and Meetings | $782 | $19,933 | - | $20,715 |
| All Other Expenses | $14,035 | - | - | $14,035 |
| Fees for Services Legal | $10,799 | - | - | $10,799 |
| Insurance | - | $9,589 | - | $9,589 |
| Information Technology | $325 | $8,289 | - | $8,614 |
| Interest | - | $427 | - | $427 |
| Total Functional Expenses | $7,393,096 | $1,023,031 | $0 | $8,416,127 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $8,416,127 |
| Expenses per Audited Statements | $8,316,045 |
| Total Expenses per Audited Statements | $8,316,045 |
| Expenses Not Reported on Financial Statements | $100,082 |
| Expenses Not Reported on Form 990 | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Independence First | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $47,965 |
| Down Syndrome Association of Wisconsin Inc | West Allis, WI | 501c3 | For the Benefit of Persons With Disabilties. | $30,000 |
| Marcus Performing Arts Center | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $30,000 |
| Special Olympics Wisconsin Inc | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $30,000 |
| Wisconsin Lutheran Child & Family Service Inc | Germantown, WI | 501c3 | For the Benefit of Persons With Disabilties. | $25,232 |
| Bloom 360 Learning Center | East Troy, WI | 501c3 | For the Benefit of Persons With Disabilties. | $20,000 |
| Door County Ymca | Sturgeon Bay, WI | 501c3 | For the Benefit of Persons With Disabilties. | $20,000 |
| Harry & Rose Samson Family Jewish Community Center | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $20,000 |
| MOVIN' OUT | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $20,000 |
| Riveredge Nature Center | Newburg, WI | 501c3 | For the Benefit of Persons With Disabilties. | $20,000 |
| The Ability Center | Wauwatosa, WI | 501c3 | For the Benefit of Persons With Disabilties. | $20,000 |
| Wisconsin Adaptive Sports Association | Brookfield, WI | 501c3 | For the Benefit of Persons With Disabilties. | $20,000 |
| Center for Independent Living for Western Wisconsin Inc | Menomonie, WI | 501c3 | For the Benefit of Persons With Disabilties. | $19,805 |
| Incontrol Wi | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $19,760 |
| Opportunity Development Centers Inc | Wisconsin Rapids, WI | 501c3 | For the Benefit of Persons With Disabilties. | $14,250 |
| Blue Lotus Farms | West Bend, WI | 501c3 | For the Benefit of Persons With Disabilties. | $12,500 |
| Valley Packaging Industries Inc | Appleton, WI | 501c3 | For the Benefit of Persons With Disabilties. | $12,177 |
| AMERICAN PARKINSON'S DISEASE ASSOCIATION- WISCONSIN CHAPTER | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Als Association Wi Chapter | Wauwatosa, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Arts for All | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Autism Society of Southeastern Wi | Wauwatosa, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| BETTY BRINN CHILDREN'S MUSEUM | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Bergstrom-mahler Museum of Glass | Neenah, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Beyond Vision | West Allis, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Braille Library & Transcribing Services Inc | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Broadscope | Greenfield, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Cactus Plus Corporation | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Catholic Charities Diocese of Madison | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Community Living Connections | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Community Support Network Inc | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Disability in Wisconsin | Elm Grove, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Diverse Options | Ripon, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Edgewood College | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Elsie Shaw Parent Scholarship Fund Inc | Windsor, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Ex Fabula | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| GIGI'S PLAYHOUSE | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Goodwill Industries | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Islands of Brilliance Inc | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Journey 21 | Oconomowoc, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Journeys Lutheran School | Hales Corners, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Life Navigators | Wauwatosa, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Living Our Visions Inc | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Milwaukee Symphony Orchestra | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Natures Edge | Rice Lake, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Occupaws | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Paralyzed Veterans of America | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| People First Wisconsin | Glendale, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| SOCIETY'S ASSETS | Racine, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Special Methods in Learning Equine Skills (smiles) Inc | Darien, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| The Arc Wisconsin | Barnevald, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| United Training Foundation | Cedarburg, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| VARIETY- THE CHILDREN'S CHARITY OF WISCONSIN | Elm Grove, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| Zoological Society of Milwaukee | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $10,000 |
| The Arc of Racine County | Racine, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,992 |
| North Country Independent Living Dba Indigo | Superior, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,985 |
| Easter Seals | West Allis, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,981 |
| The Wisconsin Parkinson Association | Brookfield, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,971 |
| Access to Independence Inc | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,950 |
| Pink Umbrella Theater Company | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,750 |
| First Stage | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,610 |
| Midstate Independent Living Choices Inc | Stevens Point, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,598 |
| Ymca of Fox Cities | Appleton, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,481 |
| Common Threads Family Resource Center | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,175 |
| Employment Resources Inc | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,091 |
| Curative Connections Inc | Green Bay, WI | 501c3 | For the Benefit of Persons With Disabilties. | $9,060 |
| Balance Inc | Grafton, WI | 501c3 | For the Benefit of Persons With Disabilties. | $8,503 |
| Autism Society of Greater Wisconsin | Menasha, WI | 501c3 | For the Benefit of Persons With Disabilties. | $8,000 |
| Jewish Family Services | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $7,500 |
| Immanuel Lutheran Church School and Child Care | Brookfield, WI | 501c3 | For the Benefit of Persons With Disabilties. | $7,146 |
| Mels Charities | Cedarburg, WI | 501c3 | For the Benefit of Persons With Disabilties. | $7,000 |
| Audio & Braille Literacy Enhancement | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $6,360 |
| ZACHARIAH'S ACRES INC | Brookfield, WI | 501c3 | For the Benefit of Persons With Disabilties. | $6,100 |
| Eastside Senior Services | Milwaukee, WI | 501c3 | For the Benefit of Persons With Disabilties. | $6,000 |
| Padres E Hijos En Accion | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $6,000 |
| Dogsinvests Inc | Palmyra, WI | 501c3 | For the Benefit of Persons With Disabilties. | $5,720 |
| Madison Reading Project | Madison, WI | 501c3 | For the Benefit of Persons With Disabilties. | $5,650 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
| Liability | Amount |
|---|---|
| Operating Lease Right-of-use Liability | $279,680 |
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 professional services firm 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.”
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
- 2025-11-05
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Kevin Hayde
- Formed
- 2002
- Legal Domicile
- Wi
- Voting Board Members
- 21
- Independent Board Members
- 21
- Employees
- 20
- Volunteers
- 20
Preparer
- Firm
- Wegner Cpas Llp
- Address
- 2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
- Preparer
- Jason Stephens CPA
- Phone
- 6082744020
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Change in investment in greater milwaukee foundation 856,926.”
Financial Statement Notes
PART V, LINE 4:
“Wispact established a fund at the greater milwaukee foundation 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 -100,082. Change in investment in greater milwaukee foundation 856,926.”
Raw XML AppendixShowing 400 of 1,387 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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 259045 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 249473 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 195364 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 218403 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO MANAGE AND SUPERVISE ACTIVITIES OF POOLED AND COMMUNITY TRUSTS FOR PERSONS WITH DISABILITIES AND FOR OTHER CHARITABLE PURPOSES. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 14936 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 62397 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 77333 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 14035 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 14035 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 4567371 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 4567371 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | FINE POINT CONSULTING LLC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6089608914 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 301 S BLOUNT STREET STE 204 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MADISON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53073 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 808203 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 723378 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 118284 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 118284 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 236568 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 19933 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 782 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 20715 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 4567371 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 986865 |
| IRS990/CYInvestmentIncomeAmt | 0 | 430321 |
| IRS990/CYOtherExpensesAmt | 0 | 705457 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 12577597 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 4591791 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 2156434 |
| IRS990/CYTotalExpensesAmt | 0 | 8416127 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 13007918 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 32946 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 32946 |
| IRS990/Desc | 0 | BENEFICIARY 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/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 20 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 7186157 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 81493 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 5818 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 87311 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 10799 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 10799 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 91767 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 91767 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 100082 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 100082 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 39790 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JULIE STRENN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | TOM SCHRAEDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MARK VAN SOMEREN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BRIDGET ERWIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BARBARA HUGHES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ARIC BURCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BLAINE PATINO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ELIZABETH WINGARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | GENE LAROCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | HEATHER POSTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KATHRYNE AUERBACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARISSA BLACKMORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | PHIL KONRATH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | TRICIA WILKINSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | KATE SCHILLING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | BRYANT RAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | CRYSTAL BRABENDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | JENNIFER LASKY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | JON FISCHER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | SARAH BARNES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | SYDNEY BADEAU |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | KEVIN HAYDE |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 196777 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | IMMEDIATE PAST CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2002 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 7106 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 21 |
| IRS990/GrantAmt | 0 | 986865 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 986865 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 986865 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 6787668 |
| IRS990/GrossReceiptsAmt | 0 | 19788480 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 21 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 8289 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 325 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 8614 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 9589 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 9589 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 28429 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 7192 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 427 |
| IRS990/InterestGrp/TotalAmt | 0 | 427 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 423215 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 423215 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 157807 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 31408 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 11122158 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 12000048 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 214525 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 15271 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 10170 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 224695 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 6780562 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | WE ENHANCE THE WELL-BEING OF PEOPLE OF ALL AGES WITH DISABILITIES ACROSS WISCONSIN THROUGH THE MANAGEMENT OF SPECIAL NEEDS TRUSTS BY PROMOTING MORE CHOICE AND OPPORTUNITIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 19914493 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 25659712 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 7106 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 7106 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 296502 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 19914493 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 25659712 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 33538 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 94468 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 128006 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 89410 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 2934 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 92344 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 7910389 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 12549397 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 856926 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 90696 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 274454 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 365150 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 362081 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 279680 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 263719 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 1037694 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 1301413 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 30083 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 91035 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 121118 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 32832 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 99353 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 132185 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 85351 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 89625 |
| IRS990/PrincipalOfficerNm | 0 | KEVIN HAYDE |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 523940 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 523940 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | TRUST PROCEEDS UPON TERMINATION |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SERVICE FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | SET UP FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 9909239 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 2468408 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 199950 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 9909239 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 2468408 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 199950 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | EDUCATION 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/ExpenseAmt | 0 | 206939 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 4808031 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 667290 |
| IRS990/PYInvestmentIncomeAmt | 0 | 222272 |
| IRS990/PYOtherExpensesAmt | 0 | 690567 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8880407 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 822813 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 2113978 |
| IRS990/PYTotalExpensesAmt | 0 | 8279866 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9102679 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 4591791 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 12577597 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 212647 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 559244 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 423215 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 305131 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 237289 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 279243 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 299950 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1544828 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $26,188,865
- Liabilities
- $529,153
- Net assets
- $25,659,712
- Revenue
- $13,007,918
- Expenses
- $8,416,127
- Net income
- $4,591,791