Civic Intelligence

Tristate Thoracic Society

EIN 05-0583382 • 501(c)3 • Hartland, WI

Pub. 78 Eligible

Profile

Annual educational conference

2211 Lakewood CTHartland, WI 53029-9330

tristatethoracicsociety.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

43rd percentile

-0.8%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

4.0%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$101,371

Down $367 (-0.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$101,371

Down $367 (-0.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Up

$44,093

Up $1,714 (+4.0%) from 2024

Expenses

Up

$44,460

Up $7,561 (+20%) from 2024

Net Income

Down

-$367

Down $5,847 (-107%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $90Liabilities 2011: $02011Assets 2012: $22,583Net Assets 2012: $22,5832012Assets 2013: $34,924Liabilities 2013: $0Net Assets 2013: $34,9242013Assets 2014: $56,563Liabilities 2014: $0Net Assets 2014: $56,5632014Assets 2015: $64,844Liabilities 2015: $0Net Assets 2015: $64,8442015Assets 2016: $75,378Liabilities 2016: $0Net Assets 2016: $75,3782016Assets 2017: $79,115Liabilities 2017: $0Net Assets 2017: $79,1152017Assets 2018: $78,850Liabilities 2018: $0Net Assets 2018: $78,8502018Assets 2019: $83,449Liabilities 2019: $0Net Assets 2019: $83,4492019Assets 2020: $83,063Liabilities 2020: $0Net Assets 2020: $83,0632020Assets 2021: $89,964Liabilities 2021: $0Net Assets 2021: $89,9642021Assets 2022: $101,911Liabilities 2022: $0Net Assets 2022: $101,9112022Assets 2023: $96,258Liabilities 2023: $0Net Assets 2023: $96,2582023Assets 2024: $101,738Net Assets 2024: $101,7382024Assets 2025: $101,371Net Assets 2025: $101,3712025

Highlighted filing

2025

Assets$101,371
Liabilities-
Net Assets$101,371
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $35,856Expenses 2011: $36,702Net Income 2011: -$8462011Revenue 2012: $48,504Expenses 2012: $26,011Net Income 2012: $22,4932012Revenue 2013: $33,749Expenses 2013: $21,408Net Income 2013: $12,3412013Revenue 2014: $30,509Expenses 2014: $20,435Net Income 2014: $10,0742014Revenue 2015: $36,897Expenses 2015: $28,616Net Income 2015: $8,2812015Revenue 2016: $38,271Expenses 2016: $27,737Net Income 2016: $10,5342016Revenue 2017: $29,630Expenses 2017: $25,893Net Income 2017: $3,7372017Revenue 2018: $29,853Expenses 2018: $30,118Net Income 2018: -$2652018Revenue 2019: $38,621Expenses 2019: $34,022Net Income 2019: $4,5992019Revenue 2020: $853Expenses 2020: $745Net Income 2020: $1082020Revenue 2021: $29,537Expenses 2021: $22,636Net Income 2021: $6,9012021Revenue 2022: $29,680Expenses 2022: $24,464Net Income 2022: $5,2162022Revenue 2023: $32,372Expenses 2023: $32,217Net Income 2023: $1552023Revenue 2024: $42,379Expenses 2024: $36,899Net Income 2024: $5,4802024Revenue 2025: $44,093Expenses 2025: $44,460Net Income 2025: -$3672025

Highlighted filing

2025

Revenue$44,093
Expenses$44,460
Net Income-$367
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,371
Liabilities
-
Net assets
$101,371
Revenue
$44,093
Expenses
$44,460
Net income
-$367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.44$0.44$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.42$0.37$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.32$0.32$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.30$0.24$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.30$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.39$0.34$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.30$0.30$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.30$0.26$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.38$0.28$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.37$0.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.31$0.20$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.34$0.21$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$0.49$0.26$0.22
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.36$0.37$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 5, 2026
Return Version
2025v4.0
Gross Receipts
$44,093
Mission and Program Overview

Mission

Annual educational conference

Program Services

DescriptionGrantsExpenses
PHYSICICANS FROM WISCONSIN MINNESOTA AND MICHIGAN PRESENT AND DISCUSS CASE OF LUNG DISEASES AND THEIR MANAGEMENT.--
PHYSICICANS FROM WISCONSIN MINNESOTA AND MICHIGAN PRESENT AND DISCUSS CASE OF LUNG DISEASES AND THEIR MANAGEMENT.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN LOWERYChair-$0--
SUMEDH HOSKOTEChair-$0--
ABU ALAA SAYFChair-$0--
JAE WERNDLISecretary-$0--
JANE NEUMANNTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Tristate Thoracic Society
EIN
05-0583382
Phone
2629282394
Address
2211 LAKEWOOD CT, HARTLAND, WI 53029-9330

Signing Officer

Name
Jane Neumann
Title
Treasurer
Phone
2629282394
Signed
2026-02-05

Preparer

Firm
Ewh Small Business Accounting Sc
Address
20670 WATERTOWN ROAD SUITE 1040, WAUKESHA, WI 53186
Preparer
Debra Kurtz
Phone
2627961040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 118 conference fees 30,624 guest speakers 10,493 total 41,235”

Form 990-ez, Part II, Line 24

“Computer & printer 2,794 2,794 less accumulated depreciation 2,794 2,794 total 0 0”

Form 990-ez, Part III, Line 31

“Physicicans from wisconsin minnesota and michigan present and discuss case of lung diseases and their management.”

Raw XML Appendix141 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02629282394
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HARTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0530299330
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02932
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101738
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ANNUAL EDUCATIONAL CONFERENCE
IRS990EZ/ProgramServiceRevenueAmt041161
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044460
IRS990EZ/TotalRevenueAmt044093
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 118 CONFERENCE FEES 30,624 GUEST SPEAKERS 10,493 TOTAL 41,235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPUTER & PRINTER 2,794 2,794 LESS ACCUMULATED DEPRECIATION 2,794 2,794 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PHYSICICANS FROM WISCONSIN MINNESOTA AND MICHIGAN PRESENT AND DISCUSS CASE OF LUNG DISEASES AND THEIR MANAGEMENT.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02629282394
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ReturnHeader/Filer/BusinessNameControlTxt0TRIS
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ReturnHeader/Filer/PhoneNum02629282394
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerPersonGrp/PhoneNum02627961040
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA KURTZ
ReturnHeader/ReturnTs02026-02-24T12:30:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits