Civic Intelligence

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.

PO Box 69Milwaukee, WI 53201

www.sewi-astd.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

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

Operations
Liabilities / Revenue63rd percentileNet Margin73rd percentile

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

Balance Sheet Trend

Asset Growth72nd percentile

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

$80K$60K$40K$20K$0Assets 2011: $64,131Net Assets 2011: $64,1312011Assets 2012: $63,812Net Assets 2012: $63,8122012Assets 2013: $53,507Net Assets 2013: $53,5072013Assets 2015: $42,027Liabilities 2015: $189Net Assets 2015: $41,8382015

Highlighted filing

2015

Assets$42,027
Liabilities$189
Net Assets$41,838
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $67,397Expenses 2011: $53,137Net Income 2011: $14,2602011Revenue 2012: $58,853Expenses 2012: $59,172Net Income 2012: -$3192012Revenue 2013: $46,747Expenses 2013: $57,052Net Income 2013: -$10,3052013Revenue 2015: $43,145Expenses 2015: $52,267Net Income 2015: -$9,1222015

Highlighted filing

2015

Revenue$43,145
Expenses$52,267
Net Income-$9,122
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$42,027
Liabilities
$189
Net assets
$41,838
Revenue
$43,145
Expenses
$52,267
Net income
-$9,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$42.0$0.19$41.8$43.1$52.3$9.12
2013Detailed filing. Detailed filing data is available for this year.$53.5$53.5$46.7$57.1$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.8$63.8$58.9$59.2$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.1$64.1$67.4$53.1$14.3
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 the association for talent development is a community of workplace talent and organizational development professionals who promote the value of knowledge and talent development in meeting the challenges of organizations in a changing world. We support our members' success through professional development opportunities, building relationships, and sharing knowledge, solutions and best practices.

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

DescriptionGrantsExpenses
PROFESSIONAL DEVELOPMENT & EDUCATION MEETINGS, WORKSHOPS, PROGRAMS, AND ANNUAL CONFERENCE-$39,343
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON SCHRAITHPast PresidePT$0--
REBECCA DOEPKE MONDOVP CommunityPT$0--
MARILYN ZWISSLERPresidentPT$0--
JONI WONGVP MembershiPT$0--
DANA PETERSPresident ElPT$0--
EMILY HAYESVP Special EPT$0--
ROBERT VON DER LINNVP FinancePT$0--
SUZETTE BOLTZVP CommunicaPT$0--
ROSE MEAGHERVP Prof. DevPT$0--
SUE PLOCHOCKIVP TechnologPT$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/TitleTxt0PAST PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP SPECIAL E
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP COMMUNICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP PROF. DEV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP TECHNOLOG
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 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/ExplanationTxt1CREDIT CARD PAYABLE 775 189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION FOR TALENT DEVELOPMENT
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0237042478
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ReturnHeader/PreparerPersonGrp/PhoneNum04142829000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-22
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ReturnHeader/ReturnTs02016-04-06T17:30:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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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