Civic Intelligence

Societys Assets Incorporated

990 • Fiscal year 2016 • EIN 23-7417643

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization Profilesocietysassets.org

View Organization Page

5200 Washington AveRacine, WI 53406-4238

(262) 637-9128

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.17x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.16x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

23rd percentile

-5.1%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$166,651

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

18th percentile

-4.8%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-4.1%

Faster revenue growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$11,510,674

Down $578,590 (-4.8%) from 2015

Net Assets

Down

$9,549,649

Down $835,206 (-8.0%) from 2015

Liabilities

Up

$1,961,025

Up $256,616 (+15%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin23rd percentile

Revenue

Down

$12,077,286

Down $517,723 (-4.1%) from 2015

Expenses

Down

$12,693,031

Down $339,510 (-2.6%) from 2015

Net Income

Down

-$615,745

Down $178,213 (-41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,883,704Liabilities 2011: $1,758,560Net Assets 2011: $9,125,1442011Assets 2012: $11,287,265Liabilities 2012: $1,836,922Net Assets 2012: $9,450,3432012Assets 2013: $11,861,552Liabilities 2013: $1,594,652Net Assets 2013: $10,266,9002013Assets 2014: $12,550,551Liabilities 2014: $1,616,723Net Assets 2014: $10,933,8282014Assets 2015: $12,089,264Liabilities 2015: $1,704,409Net Assets 2015: $10,384,8552015Assets 2016: $11,510,674Liabilities 2016: $1,961,025Net Assets 2016: $9,549,6492016Assets 2017: $10,846,447Liabilities 2017: $2,059,555Net Assets 2017: $8,786,8922017Assets 2018: $9,776,989Liabilities 2018: $2,127,525Net Assets 2018: $7,649,4642018Assets 2019: $8,316,464Liabilities 2019: $1,751,587Net Assets 2019: $6,564,8772019Assets 2020: $9,746,055Liabilities 2020: $3,491,198Net Assets 2020: $6,254,8572020Assets 2021: $11,118,310Liabilities 2021: $2,501,420Net Assets 2021: $8,616,8902021Assets 2022: $8,841,144Liabilities 2022: $2,837,448Net Assets 2022: $6,003,6962022Assets 2023: $9,768,471Liabilities 2023: $3,213,040Net Assets 2023: $6,555,4312023Assets 2024: $10,708,161Liabilities 2024: $3,894,052Net Assets 2024: $6,814,1092024

Highlighted filing

2016

Assets$11,510,674
Liabilities$1,961,025
Net Assets$9,549,649
Open 2016 Filing

Operations Trend

Revenue Growth30th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $18,083,9302011Expenses 2012: $17,909,2232012Expenses 2013: $16,318,4352013Revenue 2014: $14,706,257Expenses 2014: $14,713,336Net Income 2014: -$7,0792014Revenue 2015: $12,595,009Expenses 2015: $13,032,541Net Income 2015: -$437,5322015Revenue 2016: $12,077,286Expenses 2016: $12,693,031Net Income 2016: -$615,7452016Revenue 2017: $10,863,443Expenses 2017: $12,001,982Net Income 2017: -$1,138,5392017Revenue 2018: $9,763,785Expenses 2018: $10,784,662Net Income 2018: -$1,020,8772018Revenue 2019: $9,199,784Expenses 2019: $9,977,500Net Income 2019: -$777,7162019Revenue 2020: $8,115,876Expenses 2020: $8,339,829Net Income 2020: -$223,9532020Revenue 2021: $8,553,625Expenses 2021: $6,907,966Net Income 2021: $1,645,6592021Revenue 2022: $5,804,007Expenses 2022: $5,461,773Net Income 2022: $342,2342022Revenue 2023: $4,579,767Expenses 2023: $4,519,408Net Income 2023: $60,3592023Revenue 2024: $4,020,974Expenses 2024: $4,193,867Net Income 2024: -$172,8932024

Highlighted filing

2016

Revenue$12,077,286
Expenses$12,693,031
Net Income-$615,745
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$12,077,286
Mission and Program Overview

Mission

Help disabled persons live independently

Help disabled persons live independently to ensure the rights of all persons with disabilites to live and function as independently as possible in the community of their choice through supporting individuals' efforts to achieve control over their lives and become integrated into community life

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,084,925$7,057,976▼ $26,949
Accounts Receivable$2,706,908$2,669,082▼ $37,826
Cash and Non-Interest-Bearing Accounts$2,196,225$1,737,051▼ $459,174
Prepaid Expenses and Deferred Charges$101,206$46,565▼ $54,641
Total Assets$12,089,264$11,510,674▼ $578,590
Liabilities
Other Liabilities$1,642,671$1,907,351▲ $264,680
Accounts Payable and Accrued Expenses$61,738$53,674▼ $8,064
Total Liabilities$1,704,409$1,961,025▲ $256,616
Net Assets / Fund Balance
Unrestricted Net Assets$10,384,855$9,549,649▼ $835,206
Total Net Assets Fund Balance$10,384,855$9,549,649▼ $835,206
Total Liabilities and Net Assets / Fund Balance$12,089,264$11,510,674▼ $578,590
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce NelsenExecutive DirectorFT$160,758$5,893$166,651
Bruce Nelsen--$150,758$15,893$166,651

Board Members and Trustees

NameTitle
Frank GerminaroChairperson
John MurphyVice-chairperson
Carol SchaufelBoard Member
Dan KrauseBoard Member
Dave GourdouxBoard Member
Henry DentonBoard Member
Jacqueline SlanaBoard Member
Joel BeckBoard Member
Marty HutchingsBoard Member
Mary LippertBoard Member
Susan SorensenBoard Member
Terri GillilandBoard Member
Eric BertelsenSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$791,615
Program Service Revenue
$10,987,025
Investment Income
$249,711
Other Revenue
$48,935
All Other Contributions
$78,402
Change in Net Assets
$-615,745

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,030,930
Revenue Not Reported on Financial Statements
$46,356
Revenue Not Reported on Form 990
$-219,461
Total Revenue per Audited Statements
$11,811,469
Total Revenue per Form 990
$12,077,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,209,416
Other Expenses$1,463,615
Grants and Similar Amounts Paid$20,000
Total Fundraising Expense$8,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,566,144$0$0$9,566,144
Payroll Taxes$796,230$0$0$796,230
All Other Expenses$741,060$11,075$8,000$760,135
Other Employee Benefits$647,294$0$0$647,294
Occupancy$302,299$0$0$302,299
Current Officers, Directors, Trustees, and Key Employees$174,818$0$0$174,818
Office Expenses$142,023$0$0$142,023
Travel$104,622$0$0$104,622
Insurance$65,938$0$0$65,938
Fees for Service Investment Mgmnt Fees$0$46,356$0$46,356
Pension Plan Contributions$24,930$0$0$24,930
Grants to Domestic Individuals$20,000--$20,000
Other Expenses$0$1,153$0$1,153
Total Functional Expenses$12,595,761$89,270$8,000$12,693,031

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,693,031
Expenses per Audited Statements$12,646,675
Total Expenses per Audited Statements$12,646,675
Expenses Not Reported on Financial Statements$46,356
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$16,202$16,202$1,794$14,408
Total Events$16,202$16,202$8,000$8,202
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Custodial Funds$1,122,795
Accrued Payroll$426,951
Accrued Vacation$148,626
Deferred Compensation$133,102
Accrued Expenses$38,512
Accrued Payroll Taxes$34,686
Defferred Contract Revenue$2,679
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 9

“Susan sorensen 31315 35th ave kenosha wi 53144”

Form 990, Part VI, Line 9

“Henry denton 9514 68th street kenosha wi 53403”

Form 990, Part VI, Line 9

“John murphy, vice-chairperson 5801 washington ave racine wi 53406”

Form 990, Part VI, Line 9

“Frank germinaro, chairperson 7207 14th ave kenosha wi 53143”

Form 990, Part VI, Line 9

“Mary lippert 4028 81st st kenosha wi 53142”

Form 990, Part VI, Line 9

“Dan krause 16 elm street fort atkinson wi 53538”

Form 990, Part VI, Line 9

“Eric bertelsen,sec/treas 608 virginia st racine wi 53406”

Form 990, Part VI, Line 9

“Joel beck 503 63rd dr union grove wi 53182”

Form 990, Part VI, Line 9

“Terri gilliland 1918 20th street kenosha wi 53140”

Form 990, Part VI, Line 9

“Jacqueline slana 11706 45th avenue pleasant prairie wi 53158”

Form 990, Part VI, Line 9

“Marty hutchings 4826 28th avenue kenosha wi 53140”

Form 990, Part VI, Line 9

“Carol schaufel 1512 24th ave unit 32 kenosha wi 53140”

Form 990, Part VI, Line 9

“David gourdoux 12002 26th ave pleasant prairie wi 53158”

Filing and Contact Details

Filer

Filer Name
SOCIETY'S ASSETS INC
EIN
23-7417643
Phone
2626379128
Address
5200 WASHINGTON AVE, RACINE, WI 53406-4238

Signing Officer

Name
Bruce Nelsen
Title
Executive Director
Phone
2626379128
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Nelsen
Formed
1974
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
1,245
Volunteers
0

Preparer

Firm
Richard L Woelfel CPA LLC
Address
6011 DURAND AVE SUITE 500, RACINE, WI 53406
Preparer
Richard L Woelfelcpa
Phone
2625988776
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“Discussed at board meetings -- policy is available to board members”

Pt VI, Line 11B

“The board & finance committee review the annual audit which is where figures for the 990 come from”

Pt VI, Line 15A

“The executive committee holds an annual meeting to review the accomplishments of the executive director for the current year. It also reviews goals for the upcoming year.”

Pt VI, Line 19

“GIVEN UPON REQUEST”

Form 990, Part IX, Line 24E

“Education & outreach 75351. 75351. 0. 0.”

Form 990, Part IX, Line 24E

“Publications 1080. 1080. 0. 0.”

Form 990, Part IX, Line 24E

“Postage 43269. 43269. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 28358. 24488. 3870. 0.”

Form 990, Part IX, Line 24E

“Photocopying 24300. 24300. 0. 0.”

Form 990, Part IX, Line 24E

“Professional services 46157. 46157. 0. 0.”

Form 990, Part IX, Line 24E

“Recruitment 26080. 26080. 0. 0.”

Form 990, Part IX, Line 24E

“Training 27558. 27558. 0. 0.”

Form 990, Part IX, Line 24E

“Earnings expense -1295. 0. -1295. 0.”

Form 990, Part IX, Line 24E

“Printing 31792. 31792. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 176683. 176683. 0. 0.”

Form 990, Part IX, Line 24E

“Outside services 145651. 144651. 1000. 0.”

Form 990, Part IX, Line 24E

“Golf outing 8000. 0. 0. 8000.”

Form 990, Part IX, Line 24E

“Dues 15230. 7730. 7500. 0.”

Form 990, Part IX, Line 24E

“Subcontract services 111921. 111921. 0. 0.”

Financial Statement Notes

Pt XI, Line 2D

“Net realized and unrealized gains on investments”

Raw XML AppendixShowing 400 of 617 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt061738
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt053674
IRS990/AccountsReceivableGrp/BOYAmt02706908
IRS990/AccountsReceivableGrp/EOYAmt02669082
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HELP DISABLED PERSONS LIVE INDEPENDENTLY TO ENSURE THE RIGHTS OF ALL PERSONS WITH DISABILITES TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE THROUGH SUPPORTING INDIVIDUALS' EFFORTS TO ACHIEVE CONTROL OVER THEIR LIVES AND BECOME INTEGRATED INTO COMMUNITY LIFE
IRS990/AllOtherContributionsAmt078402
IRS990/AllOtherExpensesGrp/FundraisingAmt08000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt011075
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0741060
IRS990/AllOtherExpensesGrp/TotalAmt0760135
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0BRUCE NELSEN
IRS990/BooksInCareOfDetail/PhoneNum02626379128
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05200 WASHINGTON AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0RACINE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0534064243
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02196225
IRS990/CashNonInterestBearingGrp/EOYAmt01737051
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0174818
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0174818
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContriRptFundraisingEventAmt016202
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0791615
IRS990/CYGrantsAndSimilarPaidAmt020000
IRS990/CYInvestmentIncomeAmt0249711
IRS990/CYOtherExpensesAmt01463615
IRS990/CYOtherRevenueAmt048935
IRS990/CYProgramServiceRevenueAmt010987025
IRS990/CYRevenuesLessExpensesAmt0-615745
IRS990/CYSalariesCompEmpBnftPaidAmt011209416
IRS990/CYTotalExpensesAmt012693031
IRS990/CYTotalFundraisingExpenseAmt08000
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012077286
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0INDEPENDENT LIVING PROGRAM: INFORMATION & REFERRAL, CASE MANAGEMENT COUNSELING, INDEPENDENT LIVING SKILLS TRAINING, TECHNICAL ASSISTANCE & CONSULTATION SERVICES DIRECTED AT ENABLING PHYSICALLY DISABLED PERSONS TO BECOME MORE INDEPENDENT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01245
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01039277
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt046356
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046356
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE NELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE GOURDOUX
IRS990/Form990PartVIISectionAGrp/PersonNm2HENRY DENTON
IRS990/Form990PartVIISectionAGrp/PersonNm3CAROL SCHAUFEL
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTY HUTCHINGS
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK GERMINARO
IRS990/Form990PartVIISectionAGrp/PersonNm6JACQUELINE SLANA
IRS990/Form990PartVIISectionAGrp/PersonNm7JOEL BECK
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN SORENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm10TERRI GILLILAND
IRS990/Form990PartVIISectionAGrp/PersonNm11ERIC BERTELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm12MARY LIPPERT
IRS990/Form990PartVIISectionAGrp/PersonNm13DAN KRAUSE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0160758
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE-CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt016202
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0697011
IRS990/GrantAmt0674925
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt012077286
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt065938
IRS990/InsuranceGrp/TotalAmt065938
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0249711
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07084925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07057976
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HELP DISABLED PERSONS LIVE INDEPENDENTLY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010384855
IRS990/NetAssetsOrFundBalancesEOYAmt09549649
IRS990/NetUnrlzdGainsLossesInvstAmt0-219461
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt0302299
IRS990/OccupancyGrp/TotalAmt0302299
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0142023
IRS990/OfficeExpensesGrp/TotalAmt0142023
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0647294
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0647294
IRS990/OtherExpensesGrp/Desc0ASSISTIVE TECHNICAL EQUIPMENT
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2BANQUETS
IRS990/OtherExpensesGrp/Desc3BOARD OF DIRECTORS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115878
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214808
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31153
IRS990/OtherExpensesGrp/ProgramServicesAmt010403
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt010403
IRS990/OtherExpensesGrp/TotalAmt115878
IRS990/OtherExpensesGrp/TotalAmt214808
IRS990/OtherExpensesGrp/TotalAmt31153
IRS990/OtherLiabilitiesGrp/BOYAmt01642671
IRS990/OtherLiabilitiesGrp/EOYAmt01907351
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2541610
IRS990/OtherRevenueMiscGrp/Desc0BANQUETS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2MANAGEMENT SERVICES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02113
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12612
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt244210
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02113
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12612
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt244210
IRS990/OtherRevenueTotalAmt048935
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09566144
IRS990/OtherSalariesAndWagesGrp/TotalAmt09566144
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0796230
IRS990/PayrollTaxesGrp/TotalAmt0796230
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt024930
IRS990/PensionPlanContributionsGrp/TotalAmt024930
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0101206
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046565
IRS990/PrincipalOfficerNm0BRUCE NELSEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/BusinessCd2621610
IRS990/ProgramServiceRevenueGrp/BusinessCd3621610
IRS990/ProgramServiceRevenueGrp/BusinessCd4621610
IRS990/ProgramServiceRevenueGrp/Desc0PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAL ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc2FAMILY CARE
IRS990/ProgramServiceRevenueGrp/Desc3PARTNERSHIP
IRS990/ProgramServiceRevenueGrp/Desc4MEDICAID
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01661809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13213201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25611760
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3329970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4170285
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME/PERSONAL MAINTENANCE PROGRAM: SUPPORTIVE HOME CARE SERVICES FOR PERSONS WITH SEVERE PHYSICAL DISABILITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011556484
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0100303
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010555479
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0791742
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt022000
IRS990/PYInvestmentIncomeAmt0290149
IRS990/PYOtherExpensesAmt01348799
IRS990/PYOtherRevenueAmt048217
IRS990/PYProgramServiceRevenueAmt011464901
IRS990/PYRevenuesLessExpensesAmt0-437532
IRS990/PYSalariesCompEmpBnftPaidAmt011661742
IRS990/PYTotalExpensesAmt013032541
IRS990/PYTotalRevenueAmt012595009
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-615745
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0431546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0775413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0773539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0690137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0751207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0759918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03750214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0249711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0290149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0213298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0146303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0104545
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01004006
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78880
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.80850
IRS990ScheduleA/PublicSupportTotal170Amt03750214
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0775413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0773539
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0690137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0751207
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0759918
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03750214
IRS990ScheduleA/TotalSupportAmt04754220
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt046356
IRS990ScheduleD/ExpensesSubtotalAmt012646675
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt046356
IRS990ScheduleD/InvestmentExpensesNotIncldAmt046356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0148626
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1426951
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt234686
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt338512
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4133102
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt51122795
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt62679
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DEFERRED COMPENSATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5CUSTODIAL FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6DEFFERRED CONTRACT REVENUE
IRS990ScheduleD/OtherRevenueAmt0-219461
IRS990ScheduleD/RevenueNotReportedAmt0-219461
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt046356
IRS990ScheduleD/RevenueSubtotalAmt012030930
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET REALIZED AND UNREALIZED GAINS ON INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 2d
IRS990ScheduleD/TotalExpensesPerForm990Amt012693031
IRS990ScheduleD/TotalLiabilityAmt01907351
IRS990ScheduleD/TotalRevenuePerForm990Amt012077286
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011811469
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012646675
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,510,674
Liabilities
$1,961,025
Net assets
$9,549,649
Revenue
$12,077,286
Expenses
$12,693,031
Net income
-$615,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$3.89$6.81$4.02$4.19$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$3.21$6.56$4.58$4.52$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$2.84$6.00$5.80$5.46$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$2.50$8.62$8.55$6.91$1.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.75$3.49$6.25$8.12$8.34$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.32$1.75$6.56$9.20$9.98$0.78
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.78$2.13$7.65$9.76$10.8$1.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$2.06$8.79$10.9$12.0$1.14
2016Detailed filing. Detailed filing data is available for this year.$11.5$1.96$9.55$12.1$12.7$0.62
2015Detailed filing. Detailed filing data is available for this year.$12.1$1.70$10.4$12.6$13.0$0.44
2014Detailed filing. Detailed filing data is available for this year.$12.6$1.62$10.9$14.7$14.7$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$1.59$10.3$16.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$1.84$9.45$17.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$1.76$9.13$18.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits