Civic Intelligence

Society'S Assets Inc

EIN 23-7417643 • 501(c)3 • Racine, WI

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Profile

Help disabled persons live independently

5200 Washington AveRacine, WI 53406-4238

societysassets.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.36x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.97x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

25th percentile

-4.3%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$110,625

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

66th percentile

9.6%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$10,708,161

Up $939,690 (+9.6%) from 2023

Liabilities

Up

$3,894,052

Up $681,012 (+21%) from 2023

Net Assets

Up

$6,814,109

Up $258,678 (+3.9%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin25th percentile

Revenue

Down

$4,020,974

Down $558,793 (-12%) from 2023

Expenses

Down

$4,193,867

Down $325,541 (-7.2%) from 2023

Net Income

Down

-$172,893

Down $233,252 (-386%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$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

2024

Assets$10,708,161
Liabilities$3,894,052
Net Assets$6,814,109
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$4,020,974
Expenses$4,193,867
Net Income-$172,893
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,708,161
Liabilities
$3,894,052
Net assets
$6,814,109
Revenue
$4,020,974
Expenses
$4,193,867
Net income
-$172,893
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
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 17, 2018
Return Version
2017v2.2
Gross Receipts
$13,270,059
Mission and Program Overview

Mission

Help disabled persons live independently

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,484,436$5,320,513▼ $1,163,923
Accounts Receivable$2,558,230$2,478,240▼ $79,990
Cash and Non-Interest-Bearing Accounts$1,750,911$1,920,105▲ $169,194
Prepaid Expenses and Deferred Charges$52,870$58,131▲ $5,261
Total Assets$10,846,447$9,776,989▼ $1,069,458
Liabilities
Escrow Account Liability$1,351,053$1,431,315▲ $80,262
Other Liabilities$647,806$653,064▲ $5,258
Accounts Payable and Accrued Expenses$60,696$43,146▼ $17,550
Total Liabilities$2,059,555$2,127,525▲ $67,970
Net Assets / Fund Balance
Unrestricted Net Assets$8,786,892$7,649,464▼ $1,137,428
Total Net Assets Fund Balance$8,786,892$7,649,464▼ $1,137,428
Total Liabilities and Net Assets / Fund Balance$10,846,447$9,776,989▼ $1,069,458
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce NelsenExecutive DirectorFT$165,210-$165,210
Bruce Nelsen--$162,210$3,000$165,210

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$549,177
Program Service Revenue
$8,666,944
Investment Income
$501,174
Other Revenue
$46,490
All Other Contributions
$10,287
Change in Net Assets
$-1,020,877

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,722,490
Revenue Not Reported on Financial Statements
$41,295
Revenue Not Reported on Form 990
$-107,844
Total Revenue per Audited Statements
$9,614,646
Total Revenue per Form 990
$9,763,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,367,383
Other Expenses$1,403,279
Grants and Similar Amounts Paid$14,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,978,062$0$0$7,978,062
All Other Expenses$660,563$20,597$0$681,160
Payroll Taxes$620,677$0$0$620,677
Other Employee Benefits$588,731$0$0$588,731
Occupancy$313,974$0$0$313,974
Current Officers, Directors, Trustees, and Key Employees$122,530$42,680$0$165,210
Office Expenses$145,370$0$0$145,370
Travel$101,847$0$0$101,847
Insurance$66,743$0$0$66,743
Fees for Service Investment Mgmnt Fees$0$41,295$0$41,295
Pension Plan Contributions$14,703$0$0$14,703
Grants to Domestic Individuals$14,000--$14,000
Other Expenses$0$3,061$0$3,061
Total Functional Expenses$10,658,017$126,645$0$10,784,662

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,784,662
Total Expenses per Audited Statements$10,752,074
Expenses per Audited Statements$10,743,367
Expenses Not Reported on Financial Statements$41,295
Expenses Not Reported on Form 990$8,707
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,707
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$13,290-$1,897-
Total Events$13,290-$8,707$-8,707
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$312,599
Accrued Vacation$147,064
Deferred Compensation$122,193
Accrued Expenses$38,329
Accrued Payroll Taxes$23,829
Deferred Contract Revenue$9,050
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
2018-12-17
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
1,008
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 14969. 7469. 7500. 0.”

Form 990, Part IX, Line 24E

“Earnings expense 10307. 0. 10307. 0.”

Form 990, Part IX, Line 24E

“Education & outreach 111689. 111689. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 14128. 11338. 2790. 0.”

Form 990, Part IX, Line 24E

“Outside services 132509. 132509. 0. 0.”

Form 990, Part IX, Line 24E

“Photocopying 20877. 20877. 0. 0.”

Form 990, Part IX, Line 24E

“Postage 31979. 31979. 0. 0.”

Form 990, Part IX, Line 24E

“Printing 21702. 21702. 0. 0.”

Form 990, Part IX, Line 24E

“Professional services 43851. 43851. 0. 0.”

Form 990, Part IX, Line 24E

“Publications 565. 565. 0. 0.”

Form 990, Part IX, Line 24E

“Recruitment 19317. 19317. 0. 0.”

Form 990, Part IX, Line 24E

“Subcontract services 130813. 130813. 0. 0.”

Form 990, Part IX, Line 24E

“Telephone 85846. 85846. 0. 0.”

Form 990, Part IX, Line 24E

“Training 29960. 29960. 0. 0.”

Form 990, Part IX, Line 24E

“Uncollectible charges 12648. 12648. 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 623 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/BOYAmt060696
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043146
IRS990/AccountsReceivableGrp/BOYAmt02558230
IRS990/AccountsReceivableGrp/EOYAmt02478240
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HELP DISABLED PERSONS LIVE INDEPENDENTLY. TO ENSURE THE RIGHTS OF ALL PERSONS WITH DISABILITIES TO LIVE AND FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE THROUGH SUPPORTING INDIVIDUALS' EFFORT TO ACHIEVE CONTROL OVER THEIR LIVES AND BECOME INTEGRATED INTO COMMUNITY LIFE.
IRS990/AllOtherContributionsAmt010287
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt020597
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0660563
IRS990/AllOtherExpensesGrp/TotalAmt0681160
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
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt042680
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0165210
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContriRptFundraisingEventAmt013290
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0549177
IRS990/CYGrantsAndSimilarPaidAmt014000
IRS990/CYInvestmentIncomeAmt0501174
IRS990/CYOtherExpensesAmt01403279
IRS990/CYOtherRevenueAmt046490
IRS990/CYProgramServiceRevenueAmt08666944
IRS990/CYRevenuesLessExpensesAmt0-1020877
IRS990/CYSalariesCompEmpBnftPaidAmt09367383
IRS990/CYTotalExpensesAmt010784662
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09763785
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/EmployeeCnt01008
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt01351053
IRS990/EscrowAccountLiabilityGrp/EOYAmt01431315
IRS990/ExpenseAmt01105635
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt041295
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041295
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt042.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE NELSEN
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IRS990/Form990PartVIISectionAGrp/PersonNm11ERIC BERTELSEN
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