Civic Intelligence

Societys Assets Incorporated

990 • Fiscal year 2017 • EIN 23-7417643

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 17, 2017

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

48th percentile

0.19x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.19x

Higher debt load relative to revenue than 45% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

15th percentile

-10%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$166,809

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

12th percentile

-5.8%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-10%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$10,846,447

Down $664,227 (-5.8%) from 2016

Net Assets

Down

$8,786,892

Down $762,757 (-8.0%) from 2016

Liabilities

Up

$2,059,555

Up $98,530 (+5.0%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin15th percentile

Revenue

Down

$10,863,443

Down $1,213,843 (-10%) from 2016

Expenses

Down

$12,001,982

Down $691,049 (-5.4%) from 2016

Net Income

Down

-$1,138,539

Down $522,794 (-85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2017

Assets$10,846,447
Liabilities$2,059,555
Net Assets$8,786,892
Open 2017 Filing

Operations Trend

Revenue Growth17th 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

2017

Revenue$10,863,443
Expenses$12,001,982
Net Income-$1,138,539
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 17, 2017
Return Version
2016v3.0
Gross Receipts
$14,006,713
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$7,057,976$6,484,436▼ $573,540
Accounts Receivable$2,669,082$2,558,230▼ $110,852
Cash and Non-Interest-Bearing Accounts$1,737,051$1,750,911▲ $13,860
Prepaid Expenses and Deferred Charges$46,565$52,870▲ $6,305
Total Assets$11,510,674$10,846,447▼ $664,227
Liabilities
Escrow Account Liability$1,122,795$1,351,053▲ $228,258
Other Liabilities$784,556$647,806▼ $136,750
Accounts Payable and Accrued Expenses$53,674$60,696▲ $7,022
Total Liabilities$1,961,025$2,059,555▲ $98,530
Net Assets / Fund Balance
Unrestricted Net Assets$9,549,649$8,786,892▼ $762,757
Total Net Assets Fund Balance$9,549,649$8,786,892▼ $762,757
Total Liabilities and Net Assets / Fund Balance$11,510,674$10,846,447▼ $664,227
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce NelsenExecutive DirectorFT$166,371$438$166,809
Bruce Nelsen--$160,371$6,438$166,809

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$553,589
Program Service Revenue
$9,921,073
Investment Income
$342,793
Other Revenue
$45,988
All Other Contributions
$82,542
Change in Net Assets
$-1,138,539

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,818,155
Revenue Not Reported on Financial Statements
$45,288
Revenue Not Reported on Form 990
$383,671
Total Revenue per Audited Statements
$11,201,826
Total Revenue per Form 990
$10,863,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,516,294
Other Expenses$1,467,688
Grants and Similar Amounts Paid$18,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,940,850$0$0$8,940,850
All Other Expenses$741,043$29,278$0$770,321
Payroll Taxes$710,031$0$0$710,031
Other Employee Benefits$685,124$0$0$685,124
Occupancy$305,768$0$0$305,768
Current Officers, Directors, Trustees, and Key Employees$120,549$48,377$0$168,926
Office Expenses$140,785$0$0$140,785
Travel$95,244$0$0$95,244
Insurance$65,904$0$0$65,904
Fees for Service Investment Mgmnt Fees$0$45,289$0$45,289
Grants to Domestic Individuals$18,000--$18,000
Pension Plan Contributions$11,363$0$0$11,363
Other Expenses$0$1,966$0$1,966
Total Functional Expenses$11,860,110$141,872$0$12,001,982

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,001,982
Total Expenses per Audited Statements$11,964,583
Expenses per Audited Statements$11,956,694
Expenses Not Reported on Financial Statements$45,288
Expenses Not Reported on Form 990$7,889
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,891
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$14,685-$2,016-
Total Events$14,685-$7,891$-7,891
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$315,409
Accrued Vacation$153,461
Deferred Compensation$111,886
Accrued Expenses$42,382
Accrued Payroll Taxes$24,668
Deferred Contract Revenue-
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
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
Chief Executive Officer
Phone
2626379128
Signed
2017-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Nelsen
Formed
1974
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
1,134
Volunteers
0

Preparer

Firm
Richard L Woelfel CPA LLC
Address
6011 DURAND AVE SUITE 500, RACINE, WI 53406
Preparer
Richard L Woelfel CPA
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 ceo 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

“Dues 17142. 9642. 7500. 0.”

Form 990, Part IX, Line 24E

“Earnings expense 15799. 0. 15799. 0.”

Form 990, Part IX, Line 24E

“Education & outreach 91323. 91323. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 33536. 27557. 5979. 0.”

Form 990, Part IX, Line 24E

“Outside services 136904. 136904. 0. 0.”

Form 990, Part IX, Line 24E

“Photocopying 18927. 18927. 0. 0.”

Form 990, Part IX, Line 24E

“Postage 38859. 38859. 0. 0.”

Form 990, Part IX, Line 24E

“Printing 35524. 35524. 0. 0.”

Form 990, Part IX, Line 24E

“Professional services 45889. 45889. 0. 0.”

Form 990, Part IX, Line 24E

“Publications 1307. 1307. 0. 0.”

Form 990, Part IX, Line 24E

“Recruitment 18132. 18132. 0. 0.”

Form 990, Part IX, Line 24E

“Subcontract services 113809. 113809. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 150772. 150772. 0. 0.”

Form 990, Part IX, Line 24E

“Training 39434. 39434. 0. 0.”

Form 990, Part IX, Line 24E

“Uncollectible charges 12964. 12964. 0. 0.”

Financial Statement Notes

Pt XI, Line 2D

“Contributions received from fundraising event directly offset expenses”

Pt XII, Line 2D

“SEE PT XI, LINE 2d”

Pt IV, Line 2B

“Company acts as the representative payee designated by social security to handle an individual's funds from the government to pay their monthly living expenses as social security has deemed the individual not competent to handle the money received from the government”

Raw XML AppendixShowing 400 of 624 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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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,846,447
Liabilities
$2,059,555
Net assets
$8,786,892
Revenue
$10,863,443
Expenses
$12,001,982
Net income
-$1,138,539
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)3 • $10M-$25M nonprofits