Civic Intelligence

Winnebago County Bar Association

990 • Fiscal year 2015 • EIN 36-2420951

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

One Court Place No 401Rockford, IL 61101

(815) 964-4992

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.62x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

0.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

68th percentile

10%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$63,890

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

99th percentile

312%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

0.7%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$107,567

Up $81,441 (+312%) from 2014

Net Assets

Up

$41,206

Up $16,684 (+68%) from 2014

Liabilities

Up

$66,361

Up $64,757 (+4037%) from 2014

Revenue

Up

$166,175

Up $1,089 (+0.7%) from 2014

Expenses

Down

$149,491

Down $10,835 (-6.8%) from 2014

Net Income

Up

$16,684

Up $11,924 (+251%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $14,399Liabilities 2012: $272Net Assets 2012: $14,1272012Assets 2013: $21,369Liabilities 2013: $1,607Net Assets 2013: $19,7622013Assets 2014: $26,126Liabilities 2014: $1,604Net Assets 2014: $24,5222014Assets 2015: $107,567Liabilities 2015: $66,361Net Assets 2015: $41,2062015Assets 2016: $120,987Liabilities 2016: $62,142Net Assets 2016: $58,8452016Assets 2017: $126,299Liabilities 2017: $59,453Net Assets 2017: $66,8462017Assets 2018: $116,564Liabilities 2018: $57,488Net Assets 2018: $59,0762018Assets 2019: $101,361Liabilities 2019: $55,305Net Assets 2019: $46,0562019Assets 2020: $145,815Liabilities 2020: $50,581Net Assets 2020: $95,2342020Assets 2021: $150,599Liabilities 2021: $89,953Net Assets 2021: $60,6462021Assets 2022: $166,848Liabilities 2022: $68,849Net Assets 2022: $97,9992022Assets 2023: $164,182Liabilities 2023: $66,244Net Assets 2023: $97,9382023Assets 2024: $151,297Liabilities 2024: $63,431Net Assets 2024: $87,8662024Assets 2025: $102,297Liabilities 2025: $61,743Net Assets 2025: $40,5542025

Highlighted filing

2015

Assets$107,567
Liabilities$66,361
Net Assets$41,206

Operations Trend

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

$200K$100K$0-$100KExpenses 2012: $160,0152012Expenses 2013: $157,2932013Revenue 2014: $165,086Expenses 2014: $160,326Net Income 2014: $4,7602014Revenue 2015: $166,175Expenses 2015: $149,491Net Income 2015: $16,6842015Revenue 2016: $168,688Expenses 2016: $151,049Net Income 2016: $17,6392016Revenue 2017: $157,271Expenses 2017: $149,270Net Income 2017: $8,0012017Revenue 2018: $136,955Expenses 2018: $144,725Net Income 2018: -$7,7702018Revenue 2019: $147,757Expenses 2019: $160,777Net Income 2019: -$13,0202019Revenue 2020: $189,310Expenses 2020: $140,132Net Income 2020: $49,1782020Revenue 2021: $65,294Expenses 2021: $123,122Net Income 2021: -$57,8282021Revenue 2022: $150,621Expenses 2022: $117,115Net Income 2022: $33,5062022Revenue 2023: $118,103Expenses 2023: $116,742Net Income 2023: $1,3612023Revenue 2024: $119,552Expenses 2024: $129,014Net Income 2024: -$9,4622024Revenue 2025: $126,713Expenses 2025: $167,909Net Income 2025: -$41,1962025

Highlighted filing

2015

Revenue$166,175
Expenses$149,491
Net Income$16,684
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$196,921
Mission and Program Overview

Mission

The winnebago county bar association will promote and support the practice of law and the administration of justice according to the highest standards while also serving its members through education, collegiality and opportunities for public service.

To foster and provide continuing legal education for the members of the association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$79,710▲ $79,710
Cap Stk Tr Prin Current Funds$24,522$41,206▲ $16,684
Cash and Non-Interest-Bearing Accounts$26,126$27,857▲ $1,731
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$26,126$107,567▲ $81,441
Liabilities
Mortgage Notes Payable Secured by Investment Property-$62,400-
Accounts Payable and Accrued Expenses$1,604$3,961▲ $2,357
Total Liabilities$1,604$66,361▲ $64,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$24,522$41,206▲ $16,684
Total Liabilities and Net Assets / Fund Balance$26,126$107,567▲ $81,441

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$79,710$85$79,795
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly NashExecutive DirectorFT$51,275$12,615$63,890

Board Members and Trustees

NameTitle
Chantel BielskisCLE Chair
Mike BaimaCLE Chair (resigned)
Charlie AlexanderPresident
Jeffrey MakeeverPresident (resigned)
John KimYoung Lawyer President
Nick MeyerYoung Lawyer President (resigned)
Brad Koch1st Vice President
Donna Honzel2nd Vice President
Erin HanniganDirector
James GesmerDirector
Jeff PowellDirector
Jessica MaveusDirector
Laura BaluchDirector
Lynsey WelchDirector
Mike SchirgerDirector
Shauna GustafsonDirector
Victoria GliddenDirector
Anne VecchioDirector (resigned)
Steve ZimmermanDirector (resigned)
Tim MillerDirector (resigned)
Jeff HoskinsAssistant Treasurer
Kari HardenbrookSecretary
Beth HoffmannSecretary (resigned)
Adam FlemingTreasurer
Jody BooherTreasurer (resigned)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$161,339
Investment Income
$25
Other Revenue
$4,811
Change in Net Assets
$16,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$88,287
Other Expenses$59,676
Grants and Similar Amounts Paid$1,528
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$58,238--$58,238
Occupancy$23,066--$23,066
Other Salaries and Wages$19,856--$19,856
Conferences and Meetings$9,730--$9,730
Payroll Taxes$5,293--$5,293
Office Expenses$4,157--$4,157
Other Employee Benefits$3,250--$3,250
Pension Plan Contributions$1,650--$1,650
Grants to Domestic Orgs$1,528--$1,528
Information Technology$1,355--$1,355
Fees for Services Accounting$1,000--$1,000
Other Expenses$477--$477
All Other Expenses$395--$395
Advertising$293--$293
Depreciation Depletion$85--$85
Total Functional Expenses$149,491$0$0$149,491
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,557
Fundraising Direct Expenses$23,570
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$25,557$25,557$3,409$22,148
Total Events$25,557$25,557$23,570$1,987
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
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 B, Line 11

The executive director assists in the preparation of the form 990 and the board of directors reviews the final form completed by an outside cpa firm prior to the return being filed.

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

The president and executive director monitor proposed and ongoing transactions for conflicts of interest and disclose them to the president and board of directors to deal with potential or actual conflicts. For each interest disclosed the president, with the advice and consent of the board of directors, will determine whether there is a conflict and the appropriate action to be taken.

Form 990, Part VI, Section C, Line 19

The documents are available upon request in the office of the organization.

Filing and Contact Details

Filer

Filer Name
Winnebago County Bar Association
EIN
36-2420951
Phone
8159644992
Address
ONE COURT PLACE NO 401, ROCKFORD, IL 61101

Signing Officer

Name
Charlie Alexander
Title
President
Phone
8152267700
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlie Alexander
Formed
1906
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
10

Preparer

Firm
Wipfli Llp
Address
PO BOX 5407, ROCKFORD, IL 61125-0407
Preparer
Ronald a Rudolph
Phone
8153997700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Dues and subscriptions: program service expenses 395. Management and general expenses 0. Fundraising expenses 0. Total expenses 395.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CLE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16YOUNG LAWYER PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt19CLE CHAIR (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt24YOUNG LAWYER PRESIDENT (RESIGNED)
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01906
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt023570
IRS990/FundraisingGrossIncomeAmt025557
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01528
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01528
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0196921
IRS990/GrossSalesOfInventoryAmt010000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01355
IRS990/InformationTechnologyGrp/TotalAmt01355
IRS990/InvestmentIncomeGrp/ExclusionAmt025
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt085
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt079710
IRS990/LandBldgEquipCostOrOtherBssAmt079795
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WINNEBAGO COUNTY BAR ASSOCIATION WILL PROMOTE AND SUPPORT THE PRACTICE OF LAW AND THE ADMINISTRATION OF JUSTICE ACCORDING TO THE HIGHEST STANDARDS WHILE ALSO SERVING ITS MEMBERS THROUGH EDUCATION, COLLEGIALITY AND OPPORTUNITIES FOR PUBLIC SERVICE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt062400
IRS990/NetAssetsOrFundBalancesBOYAmt024522
IRS990/NetAssetsOrFundBalancesEOYAmt041206
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01987
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01987
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02824
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt02824
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt023066
IRS990/OccupancyGrp/TotalAmt023066
IRS990/OfficeExpensesGrp/ProgramServicesAmt04157
IRS990/OfficeExpensesGrp/TotalAmt04157
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03250
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03250
IRS990/OtherExpensesGrp/Desc0CLE EXPENSES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2PARKING
IRS990/OtherExpensesGrp/Desc3MISC
IRS990/OtherExpensesGrp/ProgramServicesAmt013451
IRS990/OtherExpensesGrp/ProgramServicesAmt14167
IRS990/OtherExpensesGrp/ProgramServicesAmt21500
IRS990/OtherExpensesGrp/ProgramServicesAmt3477
IRS990/OtherExpensesGrp/TotalAmt013451
IRS990/OtherExpensesGrp/TotalAmt14167
IRS990/OtherExpensesGrp/TotalAmt21500
IRS990/OtherExpensesGrp/TotalAmt3477
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt019856
IRS990/OtherSalariesAndWagesGrp/TotalAmt019856
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt05293
IRS990/PayrollTaxesGrp/TotalAmt05293
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01650
IRS990/PensionPlanContributionsGrp/TotalAmt01650
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLIE ALEXANDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541100
IRS990/ProgramServiceRevenueGrp/BusinessCd1541100
IRS990/ProgramServiceRevenueGrp/BusinessCd2541100
IRS990/ProgramServiceRevenueGrp/BusinessCd3541100
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1CONTINUING LEGAL EDUCA
IRS990/ProgramServiceRevenueGrp/Desc2GENERAL MEMBERSHIP MEE
IRS990/ProgramServiceRevenueGrp/Desc3LABELS, MOTION LIST, P
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130416
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0120273
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3350
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01403
IRS990/PYInvestmentIncomeAmt02
IRS990/PYOtherExpensesAmt066008
IRS990/PYOtherRevenueAmt04775
IRS990/PYProgramServiceRevenueAmt0160309
IRS990/PYRevenuesLessExpensesAmt04760
IRS990/PYSalariesCompEmpBnftPaidAmt092915
IRS990/PYTotalExpensesAmt0160326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0165086
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016684
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0161339

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$0.62$0.41$1.27$1.68$0.41
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.63$0.88$1.20$1.29$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.66$0.98$1.18$1.17$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.69$0.98$1.51$1.17$0.34
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.90$0.61$0.65$1.23$0.58
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.51$0.95$1.89$1.40$0.49
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.55$0.46$1.48$1.61$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.57$0.59$1.37$1.45$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.59$0.67$1.57$1.49$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.62$0.59$1.69$1.51$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.66$0.41$1.66$1.49$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.02$0.25$1.65$1.60$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.02$0.20$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$1.60