Civic Intelligence

Tristate Thoracic Society

990EZ • Fiscal year 2017 • EIN 05-0583382

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 15, 2018

Organization ProfileTRISTATETHORACICSOCIETY.COM
2211 Lakewood CTHartland, WI 53029-9330

(262) 928-2394

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$2,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$79,115

Up $3,737 (+5.0%) from 2016

Net Assets

Up

$79,115

Up $3,737 (+5.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin67th percentile

Revenue

Down

$29,630

Down $8,641 (-23%) from 2016

Expenses

Down

$25,893

Down $1,844 (-6.6%) from 2016

Net Income

Down

$3,737

Down $6,797 (-65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$79,115
Liabilities$0
Net Assets$79,115
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$29,630
Expenses$25,893
Net Income$3,737
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Gross Receipts
$29,630
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.-$29,330
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE DOUCHTERYSecretary-$2,500-$2,500
CRAIG DANIELSChair-$0--
CYNDI RAYChair-$0--
SANTHOSH KRISTHNANChair-$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
Craig Daniels
Title
Chair
Phone
2629282394
Signed
2018-03-15

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 596 conference expenses 19,889 bank fees 2,095 dues 23 non-investment depreciation 115 total 22,718”

Form 990-ez, Part I, Line 20

“PRIOR ADJ 0”

Form 990-ez, Part II, Line 24

“Computer & printer 2,794 2,794 less accumulated depreciation 2,621 2,736 total 173 58”

Raw XML Appendix142 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/USAddress/CityNm0HARTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0530299330
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IRS990EZ/ExcessOrDeficitForYearAmt03737
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt075378
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0173
IRS990EZ/OtherAssetsTotalDetail/EOYAmt058
IRS990EZ/OtherExpensesTotalAmt022718
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ANNUAL EDUCATIONAL CONFERENCE
IRS990EZ/PrintingPublicationsPostageAmt050
IRS990EZ/ProgramServiceRevenueAmt029330
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PHYSICICANS FROM WISCONSIN MINNESOTA AND MICHIGAN PRESENT AND DISCUSS CASE OF LUNG DISEASES AND THEIR MANAGEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029330
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025893
IRS990EZ/TotalProgramServiceExpensesAmt029330
IRS990EZ/TotalRevenueAmt029630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0TRISTATETHORACICSOCIETY.COM
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt029630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038271
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033749
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0169056
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0169056
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033749
IRS990ScheduleA/Total509Grp/TotalAmt0169056
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036897
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033749
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0169056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 596 CONFERENCE EXPENSES 19,889 BANK FEES 2,095 DUES 23 NON-INVESTMENT DEPRECIATION 115 TOTAL 22,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR ADJ 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER & PRINTER 2,794 2,794 LESS ACCUMULATED DEPRECIATION 2,621 2,736 TOTAL 173 58
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02629282394
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRISTATE THORACIC SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0TRIS
ReturnHeader/Filer/EIN0050583382
ReturnHeader/Filer/PhoneNum02629282394
ReturnHeader/Filer/USAddress/AddressLine1Txt02211 LAKEWOOD CT
ReturnHeader/Filer/USAddress/CityNm0HARTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530299330
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.196.82
ReturnHeader/FilingSecurityInformation/IPDt02018-03-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:47:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391330512
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EWH SMALL BUSINESS ACCOUNTING SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020670 WATERTOWN ROAD SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02627961040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA KURTZ
ReturnHeader/ReturnTs02018-03-26T10:47:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$79,115
Liabilities
$0
Net assets
$79,115
Revenue
$29,630
Expenses
$25,893
Net income
$3,737
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