Civic Intelligence

Cti Midwest User Group

990EZ • Fiscal year 2015 • EIN 20-3583310

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

Organization ProfileWWW.CUSAMUG.ORG
601 Willard DriveGreen Bay, WI 54304

(920) 593-2211

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-40%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$25,597

Up $5,721 (+29%) from 2014

Net Assets

Up

$25,597

Up $5,721 (+29%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin99th percentile

Revenue

Down

$6,006

Down $4,051 (-40%) from 2014

Expenses

Flat

$285

Flat from 2014

Net Income

Down

$5,721

Down $4,051 (-41%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$60K$40K$20K$0Assets 2014: $19,876Liabilities 2014: $0Net Assets 2014: $19,8762014Assets 2015: $25,597Liabilities 2015: $0Net Assets 2015: $25,5972015Assets 2016: $46,396Liabilities 2016: $0Net Assets 2016: $46,3962016Assets 2017: $37,597Liabilities 2017: $0Net Assets 2017: $37,5972017

Highlighted filing

2015

Assets$25,597
Liabilities$0
Net Assets$25,597
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2014: $10,057Expenses 2014: $285Net Income 2014: $9,7722014Revenue 2015: $6,006Expenses 2015: $285Net Income 2015: $5,7212015Revenue 2016: $21,084Expenses 2016: $285Net Income 2016: $20,7992016Revenue 2017: -$8,514Expenses 2017: $285Net Income 2017: -$8,7992017

Highlighted filing

2015

Revenue$6,006
Expenses$285
Net Income$5,721
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Gross Receipts
$71,548
Mission and Program Overview

Mission

Provide credit unions low cost education

Program Services

DescriptionGrantsExpenses
PROVIDE AN EDUCATIONAL CONFERENCE FOR MIDWEST CUSA USERS TO LEARN THE DATA PROCESSING SYSTEM BETTER IN 2015 THE 2 12 DAY EVENT HAD 112 ATTENDEES WITH 40 CLASS PRESENTATIONS-$65,542
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY BECKSPresident-$0--
JUDITH KINNEYVice President-$0--
SARA JO HICKSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Conference$71,548$71,548$10,146$61,402
Total Events$71,548$71,548$65,542$6,006
Filing and Contact Details

Filer

Filer Name
Cti Midwest User Group
EIN
20-3583310
Address
601 WILLARD DRIVE, GREEN BAY, WI 54304

Signing Officer

Name
Sara Jo Hicks
Title
Treasurer
Phone
9205932211
Signed
2016-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Richard P Toellner Accountant LLC
Address
1256 RUSSETT COURT, GREEN BAY, WI 54313
Preparer
Richard P Toellner
Phone
9206629200
Raw XML Appendix116 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SARA JO HICKS
IRS990EZ/BooksInCareOfDetail/PhoneNum09205932211
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0601 WILLARD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREEN BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054304
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019876
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025597
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05721
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0285
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019876
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025597
IRS990EZ/FundraisingGrossIncomeAmt071548
IRS990EZ/GrossReceiptsAmt071548
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019876
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025597
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019876
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025597
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHY BECKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDITH KINNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA JO HICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CREDIT UNIONS LOW COST EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE AN EDUCATIONAL CONFERENCE FOR MIDWEST CUSA USERS TO LEARN THE DATA PROCESSING SYSTEM BETTER IN 2015 THE 2 12 DAY EVENT HAD 112 ATTENDEES WITH 40 CLASS PRESENTATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt065542
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt065542
IRS990EZ/SpecialEventsNetIncomeLossAmt06006
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0285
IRS990EZ/TotalProgramServiceExpensesAmt065542
IRS990EZ/TotalRevenueAmt06006
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0GROUP
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CUSAMUG.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt065542
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0470
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0470
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONFERENCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071548
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071548
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06006
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05524
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05524
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010146
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010146
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt049402
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt049402
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA JO HICKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09205932211
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CTI MIDWEST USER GROUP
ReturnHeader/Filer/BusinessNameControlTxt0CTIM
ReturnHeader/Filer/EIN0203583310
ReturnHeader/Filer/USAddress/AddressLine1Txt0601 WILLARD DRIVE
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203033872
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD P TOELLNER ACCOUNTANT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01256 RUSSETT COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREEN BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054313
ReturnHeader/PreparerPersonGrp/PhoneNum09206629200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD P TOELLNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-03T11:16:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,597
Liabilities
$0
Net assets
$25,597
Revenue
$6,006
Expenses
$285
Net income
$5,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$8.51$0.29$8.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.4$0.00$46.4$21.1$0.29$20.8
2015Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$6.01$0.29$5.72
2014Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$10.1$0.29$9.77