Civic Intelligence

Association for Christian Fundraising

990 • Fiscal year 2014 • EIN 38-2242979

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

1737 Beach RdPlano, TX 53593-9120

(608) 235-6212

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.14x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.17x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

27th percentile

-5.0%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

88th percentile

$97,029

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$541,360

Up $62,009 (+13%) from 2013

Net Assets

Up

$466,660

Up $69,957 (+18%) from 2013

Liabilities

Down

$74,700

Down $7,948 (-9.6%) from 2013

Revenue

Up

$445,143

Up $60,395 (+16%) from 2013

Expenses

Up

$467,468

Up $13,090 (+2.9%) from 2013

Net Income

Up

-$22,325

Up $47,305 (+68%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $489,344Liabilities 2011: $70,160Net Assets 2011: $419,1842011Assets 2012: $492,582Liabilities 2012: $69,447Net Assets 2012: $423,1352012Assets 2013: $479,351Liabilities 2013: $82,648Net Assets 2013: $396,7032013Assets 2014: $541,360Liabilities 2014: $74,700Net Assets 2014: $466,6602014Assets 2015: $538,979Liabilities 2015: $69,220Net Assets 2015: $469,7592015Assets 2016: $585,619Liabilities 2016: $70,548Net Assets 2016: $515,0712016Assets 2017: $630,019Liabilities 2017: $83,375Net Assets 2017: $546,6442017Assets 2018: $623,567Liabilities 2018: $82,990Net Assets 2018: $540,5772018Assets 2019: $564,959Liabilities 2019: $79,749Net Assets 2019: $485,2102019Assets 2020: $564,011Liabilities 2020: $112,218Net Assets 2020: $451,7932020Assets 2021: $647,661Liabilities 2021: $105,402Net Assets 2021: $542,2592021Assets 2022: $522,706Liabilities 2022: $76,779Net Assets 2022: $445,9272022Assets 2023: $520,738Liabilities 2023: $65,121Net Assets 2023: $455,6172023Assets 2024: $609,746Liabilities 2024: $88,446Net Assets 2024: $521,3002024Assets 2025: $560,500Liabilities 2025: $87,948Net Assets 2025: $472,5522025

Highlighted filing

2014

Assets$541,360
Liabilities$74,700
Net Assets$466,660

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $472,8432011Expenses 2012: $496,4412012Revenue 2013: $384,748Expenses 2013: $454,378Net Income 2013: -$69,6302013Revenue 2014: $445,143Expenses 2014: $467,468Net Income 2014: -$22,3252014Revenue 2015: $465,216Expenses 2015: $468,313Net Income 2015: -$3,0972015Revenue 2016: $500,158Expenses 2016: $458,576Net Income 2016: $41,5822016Revenue 2017: $445,092Expenses 2017: $457,842Net Income 2017: -$12,7502017Revenue 2018: $462,740Expenses 2018: $508,307Net Income 2018: -$45,5672018Revenue 2019: $452,512Expenses 2019: $523,241Net Income 2019: -$70,7292019Revenue 2020: $330,986Expenses 2020: $399,118Net Income 2020: -$68,1322020Revenue 2021: $169,294Expenses 2021: $203,632Net Income 2021: -$34,3382021Revenue 2022: $340,086Expenses 2022: $354,022Net Income 2022: -$13,9362022Revenue 2023: $379,311Expenses 2023: $415,812Net Income 2023: -$36,5012023Revenue 2024: $427,835Expenses 2024: $440,480Net Income 2024: -$12,6452024Revenue 2025: $415,628Expenses 2025: $522,382Net Income 2025: -$106,7542025

Highlighted filing

2014

Revenue$445,143
Expenses$467,468
Net Income-$22,325
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$453,106
Mission and Program Overview

Mission

The association for christian fundraising inspires, educates, and mentors the christian fundraising community to spark generosity for mission.

The association of lutheran development executives inspires, connects, and equips christians for excellence in philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$390,775$456,529▲ $65,754
Savings and Temporary Cash Investments$56,860$38,312▼ $18,548
Cash and Non-Interest-Bearing Accounts$10,436$30,305▲ $19,869
Pledges and Grants Receivable$11,903$8,076▼ $3,827
Prepaid Expenses and Deferred Charges$2,345$3,316▲ $971
Land, Buildings, and Equipment, Net$4,589$3,077▼ $1,512
Accounts Receivable$2,443$1,745▼ $698
Total Assets$479,351$541,360▲ $62,009
Liabilities
Deferred Revenue$63,529$54,228▼ $9,301
Accounts Payable and Accrued Expenses$19,119$20,472▲ $1,353
Total Liabilities$82,648$74,700▼ $7,948
Net Assets / Fund Balance
Permanently Rstr Net Assets$217,667$222,812▲ $5,145
Unrestricted Net Assets$173,043$221,604▲ $48,561
Temporarily Rstr Net Assets$5,993$22,244▲ $16,251
Total Net Assets Fund Balance$396,703$466,660▲ $69,957
Total Liabilities and Net Assets / Fund Balance$479,351$541,360▲ $62,009

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,077$19,701$22,778

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$217,667$5,145▲ $37,600-$245,056
2013$216,182$1,485--$217,667
2012$182,677$33,505--$216,182
2011$179,719$2,958--$182,677
2010$178,839$880--$179,719
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phyllis Castens WiederhoeftExecutive DirectorFT$73,373$23,656$97,029

Board Members and Trustees

NameTitle
Beth Nelson ChasePresident
Karen PeasePresident-elect
Elizabeth MckinleyDirector
Evan MoilanDirector
Hans SpringerDirector
Kristi PuchbauerDirector
Linda MaxonDirector
Mark MinickDirector
Mark HofmanSecretary
Inga GerberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$220,173
Program Service Revenue
$213,326
Investment Income
$9,552
Other Revenue
$2,092
All Other Contributions
$131,959
Change in Net Assets
$-22,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$445,143
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$60,107
Total Revenue per Audited Statements
$505,250
Total Revenue per Form 990
$445,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$234,620
Other Expenses$232,848
Total Fundraising Expense$13,623
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$157,123--$157,123
Current Officers, Directors, Trustees, and Key Employees$84,202$23,895$5,689$113,786
Other Salaries and Wages$65,731$18,654$4,442$88,827
Office Expenses$23,536$8,901$1,196$33,633
Pension Plan Contributions$13,905$3,946$940$18,791
Fees for Services Accounting-$16,893-$16,893
Payroll Taxes$9,780$2,775$661$13,216
Information Technology$6,932$1,967$468$9,367
Travel$6,854--$6,854
All Other Expenses$3,000$1,000-$4,000
Insurance$1,798$510$121$2,429
Depreciation Depletion$1,576$447$106$2,129
Advertising$420--$420
Total Functional Expenses$374,857$78,988$13,623$467,468

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$467,468
Total Expenses per Audited Statements$467,468
Total Expenses per Form 990$467,468
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The association's membership includes full, retired, student, and volunteer leader members. The association's full and retired members have voting rights.

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

The association's membership elects the officers and members of the governing body at the annual membership meeting.

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

At the association's annual membership meeting, the voting membership approves any amendments to the assoication's bylaws, transactions of other business brought before the meeting, and any other issues the governing body chooses to bring before the membership.

Form 990, Part VI, Section B, Line 11

The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.

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

Annually all directors and officers complete and sign a statement that provides information regarding their interests and those of their family members that could give rise to conflicts. The members of the governing body make determinations of whether a conflict exists and review actual conflicts. Any person with a conflict is prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Part VI, Section B, Line 15A

The association uses the wisconsin society of association executives compensation study as the basis for determining the compensation of all employees, including the executive director. This study is conducted every two years and was last undertaken in 2012.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
38-2242979
Phone
6082356212

Signing Officer

Name
Inga Gerber
Title
Treasurer
Phone
6082356212
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Inga Gerber
Formed
1987
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
225

Preparer

Preparer
Scott Haumersen CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The association's endowment funds are intended to be used for networking and education services for the association's members.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ASSOCIATION OF LUTHERAN DEVELOPMENT EXECUTIVES INSPIRES, CONNECTS, AND EQUIPS CHRISTIANS FOR EXCELLENCE IN PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0396703
IRS990/NetAssetsOrFundBalancesEOYAmt0466660
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0491
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0491
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt060107
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01196
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08901
IRS990/OfficeExpensesGrp/ProgramServicesAmt023536
IRS990/OfficeExpensesGrp/TotalAmt033633
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt02092
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02092
IRS990/OtherRevenueTotalAmt02092
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04442
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018654
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065731
IRS990/OtherSalariesAndWagesGrp/TotalAmt088827
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0661
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02775
IRS990/PayrollTaxesGrp/ProgramServicesAmt09780
IRS990/PayrollTaxesGrp/TotalAmt013216
IRS990/PensionPlanContributionsGrp/FundraisingAmt0940
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03946
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013905
IRS990/PensionPlanContributionsGrp/TotalAmt018791
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0217667
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0222812
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011903
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08076
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02345
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03316
IRS990/PrincipalOfficerNm0INGA GERBER
IRS990/PriorPeriodAdjustmentsAmt032175
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561920
IRS990/ProgramServiceRevenueGrp/BusinessCd1561312
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1EXECUTIVE SEARCHES
IRS990/ProgramServiceRevenueGrp/Desc2EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0178766
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121650
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0178766
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212910
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0179583
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05731
IRS990/PYOtherExpensesAmt0222643
IRS990/PYOtherRevenueAmt0891
IRS990/PYProgramServiceRevenueAmt0198543
IRS990/PYRevenuesLessExpensesAmt0-69630
IRS990/PYSalariesCompEmpBnftPaidAmt0231735
IRS990/PYTotalExpensesAmt0454378
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0384748
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-22325
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0213326
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056860
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038312
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0MISCELLANEOUS REVENUE
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0220173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0179583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0259751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0247923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0382005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01289435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05859
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05972
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040781
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0411869
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02092
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0891
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02983
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83130
IRS990ScheduleA/PublicSupportPY170Pct00.83060
IRS990ScheduleA/PublicSupportTotal170Amt01108349
IRS990ScheduleA/SubstantialContributorsTotAmt0181086
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0220173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0179583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0259751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0247923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0382005
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01289435
IRS990ScheduleA/TotalSupportAmt01333199
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt015356
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0217667
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05145
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0245056
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt037600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0216182
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01485
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0217667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0182677
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033505
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0216182
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0179719
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02958
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0182677
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0178839
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0880
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0179719
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03077
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019701
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022778
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0467468
IRS990ScheduleD/NetUnrealizedGainsInvstAmt060107
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90920
IRS990ScheduleD/RevenueNotReportedAmt060107
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0445143
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR NETWORKING AND EDUCATION SERVICES FOR THE ASSOCIATION'S MEMBERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09080
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03077
IRS990ScheduleD/TotalExpensesPerForm990Amt0467468
IRS990ScheduleD/TotalRevenuePerForm990Amt0445143
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0505250
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0467468
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION'S MEMBERSHIP INCLUDES FULL, RETIRED, STUDENT, AND VOLUNTEER LEADER MEMBERS. THE ASSOCIATION'S FULL AND RETIRED MEMBERS HAVE VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S MEMBERSHIP ELECTS THE OFFICERS AND MEMBERS OF THE GOVERNING BODY AT THE ANNUAL MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT THE ASSOCIATION'S ANNUAL MEMBERSHIP MEETING, THE VOTING MEMBERSHIP APPROVES ANY AMENDMENTS TO THE ASSOICATION'S BYLAWS, TRANSACTIONS OF OTHER BUSINESS BROUGHT BEFORE THE MEETING, AND ANY OTHER ISSUES THE GOVERNING BODY CHOOSES TO BRING BEFORE THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ASSOCIATION USES THE WISCONSIN SOCIETY OF ASSOCIATION EXECUTIVES COMPENSATION STUDY AS THE BASIS FOR DETERMINING THE COMPENSATION OF ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR. THIS STUDY IS CONDUCTED EVERY TWO YEARS AND WAS LAST UNDERTAKEN IN 2012.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ASSOCIATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.61$0.88$4.73$4.16$5.22$1.07
2024Detailed filing. Detailed filing data is available for this year.$6.10$0.88$5.21$4.28$4.40$0.13
2023Detailed filing. Detailed filing data is available for this year.$5.21$0.65$4.56$3.79$4.16$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.23$0.77$4.46$3.40$3.54$0.14
2021Detailed filing. Detailed filing data is available for this year.$6.48$1.05$5.42$1.69$2.04$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.64$1.12$4.52$3.31$3.99$0.68
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.80$4.85$4.53$5.23$0.71
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.83$5.41$4.63$5.08$0.46
2017Detailed filing. Detailed filing data is available for this year.$6.30$0.83$5.47$4.45$4.58$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.86$0.71$5.15$5.00$4.59$0.42
2015Detailed filing. Detailed filing data is available for this year.$5.39$0.69$4.70$4.65$4.68$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.41$0.75$4.67$4.45$4.67$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$0.83$3.97$3.85$4.54$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.69$4.23$4.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.70$4.19$4.73
Peer Organizations

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