Civic Intelligence

Center for Advanced Studies in Business Inc.

990 • Fiscal year 2024 • EIN 23-7447143

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 13, 2025

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

72nd percentile

0.35x

Higher debt load relative to assets than 72% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.18x

Higher debt load relative to revenue than 53% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

24th percentile

-6.1%

Higher net margin than 24% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$302,904

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

5th percentile

-19%

Faster asset growth than 5% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

22nd percentile

-8.4%

Faster revenue growth than 22% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

$4,040,312

No earlier filing loaded for comparison.

Net Assets

$2,626,540

No earlier filing loaded for comparison.

Liabilities

$1,413,772

No earlier filing loaded for comparison.

Revenue

$7,709,668

No earlier filing loaded for comparison.

Expenses

$8,182,692

No earlier filing loaded for comparison.

Net Income

-$473,024

No earlier filing loaded for comparison.

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: $2,980,9332022Assets 2024: $4,040,312Liabilities 2024: $1,413,772Net Assets 2024: $2,626,5402024

Highlighted filing

2024

Assets$4,040,312
Liabilities$1,413,772
Net Assets$2,626,540

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: $3,558,8842022Revenue 2024: $7,709,668Expenses 2024: $8,182,692Net Income 2024: -$473,0242024

Highlighted filing

2024

Revenue$7,709,668
Expenses$8,182,692
Net Income-$473,024
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$7,709,668
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
Savings and Temporary Cash Investments$2,870,170$2,666,069▼ $204,101
Accounts Receivable$947,001$422,668▼ $524,333
Prepaid Expenses and Deferred Charges$153,011$163,076▲ $10,065
Land, Buildings, and Equipment, Net$91,800$78,562▼ $13,238
Total Assets$5,011,441$4,040,312▼ $971,129
Other Assets Total$949,459$709,937▼ $239,522
Liabilities
Deferred Revenue$820,097$795,735▼ $24,362
Accounts Payable and Accrued Expenses$852,840$618,037▼ $234,803
Total Liabilities$1,672,937$1,413,772▼ $259,165
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,389,045$1,916,603▼ $472,442
Net Assets With Donor Restrictions$949,459$709,937▼ $239,522
Total Net Assets Fund Balance$3,338,504$2,626,540▼ $711,964
Total Liabilities and Net Assets / Fund Balance$5,011,441$4,040,312▼ $971,129

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,479$65,055$133,534
Other Land Buildings$10,083$917$11,000
Other Assets Org$709,937--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon KauplaExecutive Director (casb)FT$228,484$74,420$302,904
Mark SeifertSolution AdvisorFT$85,000$155,500$240,500
Kate SchlesingerSolution AdvisorFT$50,000$184,095$234,095
Jeremiah DegollonSolution AdvisorFT$85,000$126,327$211,327
Gino RicchioDirector of Finance (casb), SecretaryFT$151,692$48,533$200,225
Gino RicchioDirector of Finance (casb), Secretar-$146,192$54,033$200,225
Trinity KorthSolution AdvisorFT$90,000$94,936$184,936
Tracy MastSr. Director of Technology and People-$142,942$37,091$180,033
Tracy MastSr. Director of Technology and Peopl-$136,192$43,841$180,033

Board Members and Trustees

NameTitle
Tanzy LawhornChair
David RauenDirector, Comp / Gov Committee Chair
David GayDirector, Finance/audit Committee Chair
Chris TiglasVice Chair
Anthony DixDirector
Blaine RenfertDirector
Greg DecroixDirector
Kari LauritsenDirector
Michael JohnsonDirector
Patrick ScheibelDirector
Vallabh SambamurthyDirector, Dean Wsb

Highest Paid Contractors

ContractorServicesLocationCompensation
Aspire Talent Group LLCExecutive Education Instruction12724 GRAN BAY PARKWAY W SUITE 41, Jacksonville, FL 32258$290,887
Flying ElephantExecutive Education InstructionCANT DANCE TECHNOLOGIES 1035 E LAK, Edgerton, WI 53534$280,189
Elhr ConsultingExecutive Education Instruction4455 ACRE VIEW COURT, Brookfield, WI 53005$234,829
ExvarderusExecutive Education Instruction12246 TULIPTREE LANE, Huntley, IL 60142$175,050
-Executive Education Instruction1197 DOLAN DRIVE, Sun Prairie, WI 53590$171,209
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,606,316
Investment Income
$103,352
Other Revenue
$0
Change in Net Assets
$-473,024

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,709,668
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$84,262
Total Revenue per Audited Statements
$7,793,930
Total Revenue per Form 990
$7,709,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,584,960
Salaries, Compensation, and Employee Benefits$3,097,732
Grants and Similar Amounts Paid$500,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,607,137$136,680-$2,743,817
Other Salaries and Wages-$1,894,331-$1,894,331
Grants to Domestic Orgs$500,000--$500,000
Other Employee Benefits-$486,955-$486,955
Current Officers, Directors, Trustees, and Key Employees-$408,151-$408,151
Information Technology$27,054$193,778-$220,832
Payroll Taxes-$191,275-$191,275
Advertising-$183,294-$183,294
Pension Plan Contributions-$117,020-$117,020
Other Expenses$1,003,736$85,653-$85,653
Travel$40,990$31,987-$72,977
All Other Expenses$15,607$56,455-$72,062
Insurance-$61,415-$61,415
Fees for Services Accounting-$58,170-$58,170
Depreciation Depletion-$33,053-$33,053
Office Expenses-$31,249-$31,249
Conferences and Meetings-$14,817-$14,817
Total Functional Expenses$4,194,524$3,988,168$0$8,182,692

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,505,894
Expenses per Audited Statements$8,182,692
Total Expenses per Form 990$8,182,692
Expenses Not Reported on Form 990$323,202
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin School of BusinessMadison, WIGovTO SUPPORT ORGANIZATION'S ACTIVITIES$500,000
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 35% controlled entity
No
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Vallabh sambamurthy is the dean of the school of business. Greg decroix is a tenured faculty of the school of business and technically reports to vallabh.

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

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. The review of the form 990 is completed by the finance & audit committee of the board of directors before filing.

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, 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. The process described here was last completed in 2024.

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
Doing Business As
Center for Professional and Executive Development

Signing Officer

Name
Jon Kaupla
Title
President/executive Director
Phone
6084417339
Signed
2025-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Kaupla
Formed
1974
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
30
Volunteers
11

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

Instructor teaching fees: program service expenses 2,442,454. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,442,454. Professional services consulting: program service expenses 123,933. Management and general expenses 136,680. Fundraising expenses 0. Total expenses 260,613. Professional services coaching: program service expenses 40,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 40,750.

Financial Statement Notes

PART X, LINE 2:

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, 2024 and 2023. 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, 2024 and 2023.

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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/OtherCompensationAmt1174420
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1248533
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1336671
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1413141
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1532577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1620346
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1737091
IRS990/Form990PartVIISectionAGrp/PersonNm0TANZY LAWHORN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID RAUEN
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID GAY
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS TIGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONY DIX
IRS990/Form990PartVIISectionAGrp/PersonNm5BLAINE RENFERT
IRS990/Form990PartVIISectionAGrp/PersonNm6KARI LAURITSEN
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICK SCHEIBEL
IRS990/Form990PartVIISectionAGrp/PersonNm8GREG DECROIX
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm10VALLABH SAMBAMURTHY
IRS990/Form990PartVIISectionAGrp/PersonNm11JON KAUPLA
IRS990/Form990PartVIISectionAGrp/PersonNm12GINO RICCHIO
IRS990/Form990PartVIISectionAGrp/PersonNm13MARK SEIFERT
IRS990/Form990PartVIISectionAGrp/PersonNm14JEREMIAH DEGOLLON
IRS990/Form990PartVIISectionAGrp/PersonNm15KATE SCHLESINGER
IRS990/Form990PartVIISectionAGrp/PersonNm16TRINITY KORTH
IRS990/Form990PartVIISectionAGrp/PersonNm17TRACY MAST
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt11228484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12151692
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13203829
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14198186
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15201518
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16164590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17142942
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, COMP / GOV COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR, FINANCE/AUDIT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR, DEAN WSB
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR (CASB)
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE (CASB), SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13SOLUTION ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SOLUTION ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SOLUTION ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SOLUTION ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SR. DIRECTOR OF TECHNOLOGY AND PEOPLE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0500000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07709668
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0193778
IRS990/InformationTechnologyGrp/ProgramServicesAmt027054
IRS990/InformationTechnologyGrp/TotalAmt0220832
IRS990/InsuranceGrp/ManagementAndGeneralAmt061415
IRS990/InsuranceGrp/TotalAmt061415
IRS990/InvestmentIncomeGrp/ExclusionAmt0103352
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0103352
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt074
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt065972
IRS990/LandBldgEquipBasisNetGrp/BOYAmt091800
IRS990/LandBldgEquipBasisNetGrp/EOYAmt078562
IRS990/LandBldgEquipCostOrOtherBssAmt0144534
IRS990/LegalDomicileStateCd0WI
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/NetAssetsOrFundBalancesBOYAmt03338504
IRS990/NetAssetsOrFundBalancesEOYAmt02626540
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02389045
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01916603
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031249
IRS990/OfficeExpensesGrp/TotalAmt031249
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0949459
IRS990/OtherAssetsTotalGrp/EOYAmt0709937
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0486955
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0486955
IRS990/OtherExpensesGrp/Desc0PROGRAM/EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03885
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt185653
IRS990/OtherExpensesGrp/ProgramServicesAmt01003736
IRS990/OtherExpensesGrp/TotalAmt01007621
IRS990/OtherExpensesGrp/TotalAmt185653
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01894331
IRS990/OtherSalariesAndWagesGrp/TotalAmt01894331
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0191275
IRS990/PayrollTaxesGrp/TotalAmt0191275
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0117020
IRS990/PensionPlanContributionsGrp/TotalAmt0117020
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0153011
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0163076
IRS990/PrincipalOfficerNm0JON KAUPLA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAM FE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06949574
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07606316
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0656742
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0609955
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09473
IRS990/PYOtherExpensesAmt04367098
IRS990/PYOtherRevenueAmt04657
IRS990/PYProgramServiceRevenueAmt07793455
IRS990/PYRevenuesLessExpensesAmt0572782
IRS990/PYSalariesCompEmpBnftPaidAmt03477660
IRS990/PYTotalExpensesAmt07844758
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08417540
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-473024
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06949574
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02870170
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02666069
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2022 AMOUNT: $ 4,232.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0609955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0464167
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0553700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01727822
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0103352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09898
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0571
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt079858
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt044955
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0238634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06949574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06990568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06394803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04689581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07813984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032838510
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01460875
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01214400
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0105638
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02780913
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0103352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037245
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0801274
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt079858
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0265585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01287314

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.04$1.41$2.63$7.71$8.18$0.47
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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