Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
990EZ • Fiscal year 2015 • EIN 23-7042478
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Liabilities / Revenue
59th percentile
Higher debt load relative to revenue than 59% of similar nonprofits.
Net Margin
15th percentile
Higher net margin than 15% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
42nd percentile
Faster revenue growth than 42% of similar nonprofits.
Assets
Down$42,027
Down $11,480 (-21%) from 2013
Net Assets
Down$41,838
Down $11,669 (-22%) from 2013
Liabilities
$189
No earlier filing loaded for comparison.
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
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.
| Description | Grants | Expenses |
|---|---|---|
| PROFESSIONAL DEVELOPMENT & EDUCATION MEETINGS, WORKSHOPS, PROGRAMS, AND ANNUAL CONFERENCE | - | $39,343 |
| 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 | - | - |
“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”
“Credit card payable 775 189”
“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.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | IMPACT VIRTUAL SERVICES LLC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6082103120 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5113 MONONA DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MADISON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53716 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 51735 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 42027 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9122 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 18776 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 51735 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 42027 |
| IRS990EZ/GrossReceiptsAmt | 0 | 43145 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 18308 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 50960 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 41838 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 50960 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 41838 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SHARON SCHRAITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | REBECCA DOEPKE MONDO |
| 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 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 775 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 189 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 52267 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 39343 |
| IRS990EZ/TotalRevenueAmt | 0 | 43145 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SEWI-ATD.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 18308 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 24459 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23126 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 20489 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 22663 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 109045 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 16 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 39 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 74 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 24837 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 23285 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 23605 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 38348 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 43956 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 154031 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 3 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 16 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 16 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 39 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 74 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99970 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99970 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 263076 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 43145 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 47744 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 46731 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 58837 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 66619 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 263076 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 43145 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 47747 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 46747 |
| 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 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.