Civic Intelligence

Center for Advanced Studies in Business Inc.

990 • Fiscal year 2018 • EIN 23-7447143

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 24, 2019

601 University AvenueMadison, WI 53715

(608) 441-7339

Siviq Scores

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

Liabilities / Assets

88th percentile

0.85x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.98x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

24th percentile

-3.8%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$271,809

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

17th percentile

-6.1%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

1.8%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$15,287,124

Down $986,828 (-6.1%) from 2017

Net Assets

Down

$2,275,512

Down $500,308 (-18%) from 2017

Liabilities

Down

$13,011,612

Down $486,520 (-3.6%) from 2017

Revenue

Up

$13,333,264

Up $241,991 (+1.8%) from 2017

Expenses

Up

$13,833,572

Up $565,829 (+4.3%) from 2017

Net Income

Down

-$500,308

Down $323,838 (-184%) from 2017

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $18,349,103Liabilities 2011: $14,076,623Net Assets 2011: $4,272,4802011Assets 2012: $17,523,233Liabilities 2012: $13,455,269Net Assets 2012: $4,067,9642012Assets 2013: $17,442,034Liabilities 2013: $13,452,726Net Assets 2013: $3,989,3082013Assets 2014: $17,143,980Liabilities 2014: $13,456,196Net Assets 2014: $3,687,7842014Assets 2015: $16,661,131Liabilities 2015: $13,313,809Net Assets 2015: $3,347,3222015Assets 2016: $16,565,916Liabilities 2016: $13,613,626Net Assets 2016: $2,952,2902016Assets 2017: $16,273,952Liabilities 2017: $13,498,132Net Assets 2017: $2,775,8202017Assets 2018: $15,287,124Liabilities 2018: $13,011,612Net Assets 2018: $2,275,5122018Assets 2019: $14,657,128Liabilities 2019: $12,118,203Net Assets 2019: $2,538,9252019Assets 2020: $11,721,255Liabilities 2020: $11,987,787Net Assets 2020: -$266,5322020Assets 2021: $9,461,883Liabilities 2021: $11,055,950Net Assets 2021: -$1,594,0672021Assets 2022: $4,715,130Liabilities 2022: $1,734,197Net Assets 2022: $2,980,9332022

Highlighted filing

2018

Assets$15,287,124
Liabilities$13,011,612
Net Assets$2,275,512

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $7,330,2432011Expenses 2012: $6,753,6182012Expenses 2013: $7,436,9872013Revenue 2014: $9,476,113Expenses 2014: $9,777,637Net Income 2014: -$301,5242014Revenue 2015: $10,694,419Expenses 2015: $11,034,881Net Income 2015: -$340,4622015Revenue 2016: $10,337,409Expenses 2016: $10,732,441Net Income 2016: -$395,0322016Revenue 2017: $13,091,273Expenses 2017: $13,267,743Net Income 2017: -$176,4702017Revenue 2018: $13,333,264Expenses 2018: $13,833,572Net Income 2018: -$500,3082018Revenue 2019: $14,053,059Expenses 2019: $13,789,646Net Income 2019: $263,4132019Revenue 2020: $9,641,150Expenses 2020: $12,446,607Net Income 2020: -$2,805,4572020Revenue 2021: $6,530,338Expenses 2021: $7,857,873Net Income 2021: -$1,327,5352021Revenue 2022: $13,460,899Expenses 2022: $9,902,015Net Income 2022: $3,558,8842022

Highlighted filing

2018

Revenue$13,333,264
Expenses$13,833,572
Net Income-$500,308
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 24, 2019
Return Version
2017v2.3
Gross Receipts
$13,337,954
Mission and Program Overview

Mission

A. To stimulate the continual process of professional education in business and administration at the wisconsin school of business and other academic units at the university of wisconsin-madison (university) in the student, alumnus and the practitioner phases. B. To promote the exchange of ideas between the student body, alumni and faculty of the wisconsin school of business, other academic units at the university and interested executives and administrators. C. To advance the school of business and other academic units at the university by disseminating information concerning student, alumni, faculty and administrative activities.

To stimulate the continual process of professional education, to promote the exchange of ideas, and to advance the wisconsin school of business and other academic units.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,272,968$8,747,814▼ $525,154
Savings and Temporary Cash Investments$4,646,658$3,525,587▼ $1,121,071
Accounts Receivable$1,727,281$2,298,953▲ $571,672
Prepaid Expenses and Deferred Charges$574,997$686,615▲ $111,618
Inventories for Sale or Use$22,806$22,205▼ $601
Cash and Non-Interest-Bearing Accounts$5,950$5,950→ $0
Total Assets$16,273,952$15,287,124▼ $986,828
Other Assets Total$23,292--
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,182,910$9,656,532▼ $526,378
Accounts Payable and Accrued Expenses$1,799,774$1,836,636▲ $36,862
Deferred Revenue$1,515,448$1,518,444▲ $2,996
Total Liabilities$13,498,132$13,011,612▼ $486,520
Net Assets / Fund Balance
Unrestricted Net Assets$2,775,820$2,275,512▼ $500,308
Total Net Assets Fund Balance$2,775,820$2,275,512▼ $500,308
Total Liabilities and Net Assets / Fund Balance$16,273,952$15,287,124▼ $986,828

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,995,970$10,993,665$17,989,635
Other Land Buildings$678,609$2,098,724$2,777,333
Equipment$323,446$1,420,894$1,744,340
Leasehold Improvements$749,789$268,325$1,018,114
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve KingPresident Through February 2018FT$196,362$75,447$271,809
Adam BarnesVP of Finance & OperationsFT$135,539$83,393$218,932
Malcolm JeffrisSenior Director, Custom LearningFT$120,181$46,569$166,750
Mark SeifertDirector of Corporate LearningFT$92,708$59,214$151,922
Jon KauplaExecutive DirectorFT$121,129$27,071$148,200
Barry RobertsProgram Director of Custom Learning Until JanuaryFT$116,048$31,643$147,691
Kate SchlesingerSenior Director, Corporate LearningFT$113,133-$113,133

Board Members and Trustees

NameTitle
Alison Sparks-johnsonDirector
Barry PerkelDirector
Berry GerhartDirector
Blaine RenfertDirector
Brian MayhewDirector
Carla GoginDirector
David GayDirector
James JohannesDirector
Lance LangeDirector
John NelsonDirector Through May 2018

Highest Paid Contractors

ContractorServicesLocationCompensation
North American Mechanical INCHvac4401 STATE ROAD 19, Windsor, WI 53598$367,855
AramarkFacility Agency601 UNIVERSITY AVE, Madison, WI 53715$306,445
Elhr ConsultingInstruction Of Professional Development1035 E LAKESIDE DR, Edgerton, WI 53534$242,631
Calibra INCInstruction Of Professional Development802 EAST APPLETREE LANE, Arlington Heights, IL 60004$185,400
-Instruction And Consulting2810 CROSSROADS DR SUITE 4000, Madison, WI 53718$107,917
Revenue and Support

Revenue Composition

Contributions and Grants
$45,000
Program Service Revenue
$13,253,653
Investment Income
$34,611
Other Revenue
$0
All Other Contributions
$45,000
Change in Net Assets
$-500,308

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,414,254
Revenue Not Reported on Financial Statements
$919,010
Revenue Not Reported on Form 990
$4,690
Other Revenue Adjustments
$919,010
Total Revenue per Audited Statements
$12,418,944
Total Revenue per Form 990
$13,333,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,950,315
Salaries, Compensation, and Employee Benefits$2,883,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,624,182$221,073-$4,845,255
Other Salaries and Wages$953,718$294,848-$1,248,566
Current Officers, Directors, Trustees, and Key Employees$877,426$292,475-$1,169,901
Depreciation Depletion$943,069$104,076-$1,047,145
All Other Expenses$561,736$124,050-$685,786
Advertising$455,935$34,855-$490,790
Fees for Services Management$304,110--$304,110
Interest$244,998$27,222-$272,220
Travel$202,432$68,703-$271,135
Other Employee Benefits$155,315$51,772-$207,087
Insurance$102,133$79,004-$181,137
Payroll Taxes$116,396$38,799-$155,195
Information Technology$62,357$66,841-$129,198
Other Expenses$118,407--$118,407
Pension Plan Contributions$76,881$25,627-$102,508
Office Expenses$56,118$36,497-$92,615
Conferences and Meetings$3,740$35,372-$39,112
Fees for Services Accounting-$31,253-$31,253
Fees for Services Legal-$650-$650
Occupancy$-89,970--$-89,970
Total Functional Expenses$12,300,455$1,533,117$0$13,833,572

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,833,572
Total Expenses per Audited Statements$12,919,252
Expenses per Audited Statements$12,914,562
Expenses Not Reported on Financial Statements$919,010
Other Expense Adjustments$919,010
Expenses Not Reported on Form 990$4,690
International Activity

International Summary

Offices
0
Employees
0
Spending
$33,638

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaProgram ServicesProfessional Development00$33,638
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Berry gerhart is the interim dean of the school of business. Jim johannes and brian mayhew are tenured faculty and technically report to barry.

Form 990, Part VI, Section A, Line 3

Aramark manages the day to day operation of the fluno center under the supervision of adam barnes. Calendar year payments totaled $306,444.56.

Form 990, Part VI, Section A, Line 7A

Uw foundation may place one board member. The dean of the wisconsin school of business may place two tenured faculty on the board.

Form 990, Part VI, Section B, Line 11B

Casb's form 990 is prepared by an independent certified public accounting firm from information prepared and submitted by casb staff. A draft of the form 990 was provided electronically to board members for review. The audit committee performed a detailed review of the form 990. The form 990 was finalized to incorporate any necessary changes. An updated version was provided electronically to all board members for additional matters brought forward by the board. The finalized version of the form 990 is filed with the irs on or before the may 15th extended filing deadline.

Form 990, Part VI, Section B, Line 12C

The organization's conflict of interest policy covers all officers, directors, and key employees of the organization. Annually, individuals covered under the policy self identify potential and/or actual conflicts. Management reviews responses to ensure all conflicts management is aware of have been identified. Annually, the board reviews completed responses and determines if all potential and/or actual conflicts are acceptable. These discussions are documented in the minutes to the meeting in which they occur. As of june 30, 2018, no conflicts were noted which limit any officer, director, or key employee from participating in the governing body's deliberations and decisions. Should any potential or actual conflict arise between annual surveys, it is the responsibility of the conflicted individual, and management if they are aware of the conflict, to bring the new conflict to the attention of the board to review.

Form 990, Part VI, Section B, Line 15

The compensation committee, chaired by an independent director, reviews the compensation of top management and other officers. This review includes looking at comparability data. The committee contemporaneously documents its discussions and final recommendation. Compensation decisions are approved by the full board and are also contemporaneously documented.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Center for Advanced Studies in Business
EIN
23-7447143
Phone
6084417339
Address
601 UNIVERSITY AVENUE, MADISON, WI 53715

Signing Officer

Name
Jon Kaupla
Title
President
Phone
6084417339
Signed
2019-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Kaupla
Formed
1974
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
9
Employees
36
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Began providing consulting that was not directly adjacent to our programming that is tax exempt.

Form 990, Part IX, Line 11G

Consulting: program service expenses 0. Management and general expenses 221,073. Fundraising expenses 0. Total expenses 221,073. Conference center operator: program service expenses 2,693,060. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,693,060. Instructor teaching fees: program service expenses 1,766,932. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,766,932. Program champion fees: program service expenses 52,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 52,500. Instructor customization fees: program service expenses 111,690. Management and general expenses 0. Fundraising expenses 0. Total expenses 111,690.

Financial Statement Notes

PART X, LINE 2:

The center was formed as a nonprofit organization without the issuance of stock. The center has received a determination letter from the irs dated may 21, 1975, stating that it is exempt from federal income tax under section 501(c)(3) of the irc. The center also received a private letter ruling dated march 18, 1998, related to the operations of the fluno center. The center conducts certain unrelated business activities that are subject to unrelated business income tax. For the years ended june 30, 2018 and 2017, the center recorded approximately $179,000 and $103,000, respectively, of income tax expense in conference services expense in the accompanying statements of activities related to unrelated business activities. The center recognizes the financial statement benefit of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more likely than not threshold, the amount recognized in the financial statements is the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement with the relevant tax authority. The center applied the uncertain tax position guidance to all tax positions for which the statute of limitations remained open and determined there were no material unrecognized tax benefits as of june 30, 2018 and 2017. The center does not believe there is any uncertainty with respect to its tax positions that would result in a material change to financial statements. The center recognizes any interest and penalties related to unrecognized tax benefits in general and administrative expenses. There were no interest or penalties related to income taxes that have been accrued or recognized as of and for the years ended june 30, 2018 and 2017.

Schedule D, Part XI, Line 2D

Revenue included in financial statements, not in return: loss on sale of assets $4,690

Schedule D, Part XI, Line 4B

Revenue included in return, not in financial statements: the center for advanced studies in business utilizes the conference services capabilities of the fluno center for some of its own educational programming, alumni and board meetings and events, and for administrative purposes. This activity is reversed for finanacial statement purposes. Related revenue of $919,010 is included on form 990, part viii.

Schedule D, Part XII, Line 2D

Expenses included in financial statements, not in return: loss on sale of assets $4,690

Schedule D, Part XII, Line 4B

Expenses included in return, not in financial statements: the center for advanced studies in business utilizes the conference services capabilities of the fluno center for some of its own educational programming, alumni and board meetings and events, and for administrative purposes. This activity is reversed for financial statement purposes. Related expenses of $919,010 are included on form 990, part ix.

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IRS990/Desc0THE FLUNO CENTER: A FULL IMMERSION EXECUTIVE EDUCATION FACILITY THAT IS OWNED AND OPERATED BY THE CENTER FOR ADVANCED STUDIES IN BUSINESS, INC. (CASB), PROVIDED CONFERENCE SERVICES, LODGING AND OTHER RELATED SERVICES TO SUPPORT ITS EDUCATIONAL EVENTS.
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt131295
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/OtherCompensationAmt1248661
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1334013
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1431643
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1642826
IRS990/Form990PartVIISectionAGrp/PersonNm0JON KAUPLA
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE KING
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID GAY
IRS990/Form990PartVIISectionAGrp/PersonNm3BERRY GERHART
IRS990/Form990PartVIISectionAGrp/PersonNm4CARLA GOGIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES JOHANNES
IRS990/Form990PartVIISectionAGrp/PersonNm6LANCE LANGE
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN MAYHEW
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm9BARRY PERKEL
IRS990/Form990PartVIISectionAGrp/PersonNm10BLAINE RENFERT
IRS990/Form990PartVIISectionAGrp/PersonNm11ALISON SPARKS-JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm12ADAM BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm13MALCOLM JEFFRIS
IRS990/Form990PartVIISectionAGrp/PersonNm14BARRY ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm15KATE SCHLESINGER
IRS990/Form990PartVIISectionAGrp/PersonNm16MARK SEIFERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0121129
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1240514
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/ReportableCompFromOrgAmt12170271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13132737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14116048
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15113133
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16109096
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT THROUGH FEBRUARY 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR THROUGH MAY 2018
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR DIRECTOR, CUSTOM LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt14PROGRAM DIRECTOR OF CUSTOM LEARNING UNTIL JANUARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR DIRECTOR, CORPORATE LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF CORPORATE LEARNING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-4690
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt013337954
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt066841
IRS990/InformationTechnologyGrp/ProgramServicesAmt062357
IRS990/InformationTechnologyGrp/TotalAmt0129198
IRS990/InsuranceGrp/ManagementAndGeneralAmt079004
IRS990/InsuranceGrp/ProgramServicesAmt0102133
IRS990/InsuranceGrp/TotalAmt0181137
IRS990/InterestGrp/ManagementAndGeneralAmt027222
IRS990/InterestGrp/ProgramServicesAmt0244998
IRS990/InterestGrp/TotalAmt0272220
IRS990/InventoriesForSaleOrUseGrp/BOYAmt022806
IRS990/InventoriesForSaleOrUseGrp/EOYAmt022205
IRS990/InvestmentIncomeGrp/ExclusionAmt039301
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039301
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt066
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014781608
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09272968
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08747814
IRS990/LandBldgEquipCostOrOtherBssAmt023529422
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04690
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A. TO STIMULATE THE CONTINUAL PROCESS OF PROFESSIONAL EDUCATION IN BUSINESS AND ADMINISTRATION AT THE WISCONSIN SCHOOL OF BUSINESS AND OTHER ACADEMIC UNITS AT THE UNIVERSITY OF WISCONSIN-MADISON (UNIVERSITY) IN THE STUDENT, ALUMNUS AND THE PRACTITIONER PHASES. B. TO PROMOTE THE EXCHANGE OF IDEAS BETWEEN THE STUDENT BODY, ALUMNI AND FACULTY OF THE WISCONSIN SCHOOL OF BUSINESS, OTHER ACADEMIC UNITS AT THE UNIVERSITY AND INTERESTED EXECUTIVES AND ADMINISTRATORS. C. TO ADVANCE THE SCHOOL OF BUSINESS AND OTHER ACADEMIC UNITS AT THE UNIVERSITY BY DISSEMINATING INFORMATION CONCERNING STUDENT, ALUMNI, FACULTY AND ADMINISTRATIVE ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt010182910
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09656532
IRS990/NetAssetsOrFundBalancesBOYAmt02775820
IRS990/NetAssetsOrFundBalancesEOYAmt02275512
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4690
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4690
IRS990/NetUnrelatedBusTxblIncmAmt0162285
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0-89970
IRS990/OccupancyGrp/TotalAmt0-89970
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036497
IRS990/OfficeExpensesGrp/ProgramServicesAmt056118
IRS990/OfficeExpensesGrp/TotalAmt092615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023292
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt051772
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0155315
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0207087
IRS990/OtherExpensesGrp/Desc0CONTRACT SVS/FOOD & DRI
IRS990/OtherExpensesGrp/Desc1PROGRAM/EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3UBIT
IRS990/OtherExpensesGrp/ProgramServicesAmt01105923
IRS990/OtherExpensesGrp/ProgramServicesAmt11019302
IRS990/OtherExpensesGrp/ProgramServicesAmt2406247
IRS990/OtherExpensesGrp/ProgramServicesAmt3118407
IRS990/OtherExpensesGrp/TotalAmt01105923
IRS990/OtherExpensesGrp/TotalAmt11019302
IRS990/OtherExpensesGrp/TotalAmt2406247
IRS990/OtherExpensesGrp/TotalAmt3118407
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0294848
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0953718
IRS990/OtherSalariesAndWagesGrp/TotalAmt01248566
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038799
IRS990/PayrollTaxesGrp/ProgramServicesAmt0116396
IRS990/PayrollTaxesGrp/TotalAmt0155195
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025627
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt076881
IRS990/PensionPlanContributionsGrp/TotalAmt0102508
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0574997
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0686615
IRS990/PrincipalOfficerNm0JON KAUPLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2OFFICE SPACE RENTALS
IRS990/ProgramServiceRevenueGrp/Desc3ALUMNI AND BOARD MEETINGS/EVENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt089357
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06641161
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14968744
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2106675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt340441
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06641161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16465376
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2106675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt340441
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01407275
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTINUING EDUCATION PROGRAMS: FULL IMMERSION EDUCATIONAL PROGRAMS (P.L.R. #98-24048). CASB CUSTOM PROGRAM OFFERINGS EXTEND TO ALL FUNCTIONAL AREAS AND LEVELS WITHIN AN ORGANIZATION. CONSULTING IS OFFERED BOTH ADJACENT TO THE PROGRAMMATIC OFFER AS WELL AS MORE GENERALLY WITHIN TOPICS RELATED TO HUMAN CAPITAL. CASB RUNS A PORTFOLIO OF OPEN-ENROLLMENT COURSES ON VARIOUS BUSINESS RELATED TOPICS. CASB OPERATES THE FAMILY BUSINESS CENTER, A MEMBERSHIP BASED ORGANIZATION WITH PROFESSIONAL EDUCATION GEARED TO CLOSELY HELD BUSINESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05340513
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06641161
IRS990/ProgSrvcAccomActy3Grp/Desc0WISCONSIN SCHOOL OF BUSINESS OUTREACH, INCLUDING ALUMNI MEETINGS AND EVENTS: THIS ACTIVITY ALLOWS OPPORTUNITIES FOR THE COMMUNICATION TO AND THE GATHERING OF ALUMNI AT VARIOUS LOCATIONS TO DISTRIBUTE INFORMATION ON PROGRAMS AND ACTIVITIES OF THE WISCONSIN SCHOOL OF BUSINESS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040441
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt040441
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FACILITY RENTAL
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0240674
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0106675
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt045000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150000
IRS990/PYInvestmentIncomeAmt013320
IRS990/PYOtherExpensesAmt010517775
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013032953
IRS990/PYRevenuesLessExpensesAmt0-176470
IRS990/PYSalariesCompEmpBnftPaidAmt02599968
IRS990/PYTotalExpensesAmt013267743
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013091273
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-500308
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$1.73$2.98$13.5$9.90$3.56
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.46$11.1$1.59$6.53$7.86$1.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$12.0$0.27$9.64$12.4$2.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$12.1$2.54$14.1$13.8$0.26
2018Detailed filing. Detailed filing data is available for this year.$15.3$13.0$2.28$13.3$13.8$0.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$13.5$2.78$13.1$13.3$0.18
2016Detailed filing. Detailed filing data is available for this year.$16.6$13.6$2.95$10.3$10.7$0.40
2015Detailed filing. Detailed filing data is available for this year.$16.7$13.3$3.35$10.7$11.0$0.34
2014Detailed filing. Detailed filing data is available for this year.$17.1$13.5$3.69$9.48$9.78$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$13.5$3.99$7.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$13.5$4.07$6.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$14.1$4.27$7.33
Peer Organizations

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