Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Southeastern Wisconsin Chapter -
EIN 23-7042478 • 501(c)3 • Milwaukee, WI
Profile
The Southeastern Wisconsin Chapter of AMERICAN SOCIETY FOR TRAINING & DEVELOPMENT is a community of professionals with a shared goal of promoting learning in the organizations they serve.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
63rd percentile
Higher debt load relative to revenue than 63% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Balance Sheet
Assets
Down$42,027
Down $11,480 (-21%) from 2013
Liabilities
$189
No earlier filing loaded for comparison.
Net Assets
Down$41,838
Down $11,669 (-22%) from 2013
Revenue
Down$43,145
Down $3,602 (-7.7%) from 2013
Expenses
Down$52,267
Down $4,785 (-8.4%) from 2013
Net Income
Up-$9,122
Up $1,183 (+11%) from 2013
Trend Graphs
Filings
Most recent year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $42,027
- Liabilities
- $189
- Net assets
- $41,838
- Revenue
- $43,145
- Expenses
- $52,267
- Net income
- -$9,122
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2015 to Dec 31, 2015
- Signed
- Mar 25, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $43,145
Mission and Program Overview
Mission
The Southeastern Wisconsin Chapter of AMERICAN SOCIETY FOR TRAINING & DEVELOPMENT is a community of professionals with a shared goal of promoting learning in the organizations they serve.
The southeastern wisconsin chapter of the association for training development is a community of professionals with a shared goal of promoting learning in the organizations they serve.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROFESSIONAL DEVELOPMENT & EDUCATION MEETINGS, WORKSHOPS, PROGRAMS, AND ANNUAL CONFERENCE | - | $39,343 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SHARON SCHRAITH | Past Preside | PT | $0 | - | - |
| REBECCA DOEPKE MONDO | VP Community | PT | $0 | - | - |
| MARILYN ZWISSLER | President | PT | $0 | - | - |
| JONI WONG | VP Membershi | PT | $0 | - | - |
| DANA PETERS | President El | PT | $0 | - | - |
| EMILY HAYES | VP Special E | PT | $0 | - | - |
| ROBERT VON DER LINN | VP Finance | PT | $0 | - | - |
| SUZETTE BOLTZ | VP Communica | PT | $0 | - | - |
| ROSE MEAGHER | VP Prof. Dev | PT | $0 | - | - |
| SUE PLOCHOCKI | VP Technolog | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Southeastern Wisconsin Chapter -
- EIN
- 23-7042478
- Phone
- 2622258062
- Address
- PO BOX 69, MILWAUKEE, WI 53201
Signing Officer
- Name
- Robert Von Der Linn
- Title
- VP Finance
- Phone
- 4147688000
- Signed
- 2016-03-25
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Sitzberger Hau & Company Sc
- Address
- 1208 W LAYTON AVE, MILWAUKEE, WI 53221-2433
- Preparer
- Kevin P Gaffney CPA
- Phone
- 4142829000
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses marketing 710 supplies 163 board insurance 1,110 bank charges 250 conferences 3,130 credit card processing 1,105 telephone / fax / vm 560 special events 15,205 website 3,169 member recruitment 1,089 volunteer recognition 2,263 president expense 210 pd / programming expense 2,342 treasurer expense 383 board member dues 1,093 meetings 465 member survey 244 total 33,491”
Form 990-ez, Part II, Line 26
“Credit card payable 775 189”
Form 990-ez, Part III
“The southeastern wisconsin chapter of the association for training development is a community of professionals with a shared goal of promoting learning in the organizations they serve.”
Raw XML Appendix175 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARILYN ZWISSLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JONI WONG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DANA PETERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | EMILY HAYES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ROBERT VON DER LINN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | SUZETTE BOLTZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | ROSE MEAGHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | SUE PLOCHOCKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VP COMMUNITY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP MEMBERSHI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP SPECIAL E |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VP FINANCE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | VP COMMUNICA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | VP PROF. DEV |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | VP TECHNOLOG |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 33491 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE SOUTHEASTERN WISCONSIN CHAPTER OF THE ASSOCIATION FOR TRAINING DEVELOPMENT IS A COMMUNITY OF PROFESSIONALS WITH A SHARED GOAL OF PROMOTING LEARNING IN THE ORGANIZATIONS THEY SERVE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 24837 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROFESSIONAL DEVELOPMENT & EDUCATION MEETINGS, WORKSHOPS, PROGRAMS, AND ANNUAL CONFERENCE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 39343 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 189 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
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| IRS990EZ/TransactionWithControlEntInd | 0 | false |
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| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 39 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 74 |
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| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
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| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
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| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 263076 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 43145 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 58837 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 66619 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 263076 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 43145 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 58853 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 66658 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 263150 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES MARKETING 710 SUPPLIES 163 BOARD INSURANCE 1,110 BANK CHARGES 250 CONFERENCES 3,130 CREDIT CARD PROCESSING 1,105 TELEPHONE / FAX / VM 560 SPECIAL EVENTS 15,205 WEBSITE 3,169 MEMBER RECRUITMENT 1,089 VOLUNTEER RECOGNITION 2,263 PRESIDENT EXPENSE 210 PD / PROGRAMMING EXPENSE 2,342 TREASURER EXPENSE 383 BOARD MEMBER DUES 1,093 MEETINGS 465 MEMBER SURVEY 244 TOTAL 33,491 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | CREDIT CARD PAYABLE 775 189 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE SOUTHEASTERN WISCONSIN CHAPTER OF THE ASSOCIATION FOR TRAINING DEVELOPMENT IS A COMMUNITY OF PROFESSIONALS WITH A SHARED GOAL OF PROMOTING LEARNING IN THE ORGANIZATIONS THEY SERVE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT VON DER LINN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VP FINANCE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4147688000 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-03-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SOUTHEASTERN WISCONSIN CHAPTER - |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ASSOCIATION FOR TALENT DEVELOPMENT |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SOUT |
| ReturnHeader/Filer/EIN | 0 | 237042478 |
| ReturnHeader/Filer/PhoneNum | 0 | 2622258062 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 69 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53201 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391777761 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SITZBERGER HAU & COMPANY SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1208 W LAYTON AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MILWAUKEE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 532212433 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4142829000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-03-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KEVIN P GAFFNEY CPA |
| ReturnHeader/ReturnTs | 0 | 2016-04-06T17:30:13-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-12-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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