Civic Intelligence

Association for Christian Fundraising

990 • Fiscal year 2017 • EIN 38-2242979

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 28, 2017

1737 Beach RdVerona, WI 53593-9120

(888) 630-2533

Siviq Scores

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

Liabilities / Assets

66th percentile

0.13x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.19x

Higher debt load relative to revenue than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

31st percentile

-2.9%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$132,989

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

60th percentile

7.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$630,019

Up $44,400 (+7.6%) from 2016

Net Assets

Up

$546,644

Up $31,573 (+6.1%) from 2016

Liabilities

Up

$83,375

Up $12,827 (+18%) from 2016

Revenue

Down

$445,092

Down $55,066 (-11%) from 2016

Expenses

Down

$457,842

Down $734 (-0.2%) from 2016

Net Income

Down

-$12,750

Down $54,332 (-131%) from 2016

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

2017

Assets$630,019
Liabilities$83,375
Net Assets$546,644

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

2017

Revenue$445,092
Expenses$457,842
Net Income-$12,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 28, 2017
Return Version
2016v3.0
Gross Receipts
$449,145
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$462,526$512,658▲ $50,132
Cash and Non-Interest-Bearing Accounts$85,566$76,180▼ $9,386
Savings and Temporary Cash Investments$29,172$29,537▲ $365
Land, Buildings, and Equipment, Net$5,482$5,395▼ $87
Prepaid Expenses and Deferred Charges$2,245$5,051▲ $2,806
Accounts Receivable$628$1,198▲ $570
Total Assets$585,619$630,019▲ $44,400
Liabilities
Deferred Revenue$58,725$63,319▲ $4,594
Accounts Payable and Accrued Expenses$11,823$20,056▲ $8,233
Total Liabilities$70,548$83,375▲ $12,827
Net Assets / Fund Balance
Unrestricted Net Assets$242,217$230,644▼ $11,573
Permanently Rstr Net Assets$227,686$229,686▲ $2,000
Temporarily Rstr Net Assets$45,168$86,314▲ $41,146
Total Net Assets Fund Balance$515,071$546,644▲ $31,573
Total Liabilities and Net Assets / Fund Balance$585,619$630,019▲ $44,400

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,359$23,381$26,740
Other Land Buildings$2,036$1,454$3,490

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$272,854$2,000▲ $36,815$10,669$301,000
2016$266,046$1,871▲ $4,937-$272,854
2015$245,056$3,002▲ $27,340$9,352$266,046
2014$217,667$5,145▲ $37,600-$245,056
2013$216,182$1,485--$217,667
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phyllis Castens WiederhoeftExecutive DirectorFT$89,927$43,062$132,989
Bethany KrepelaDirectorPT$11,514-$11,514

Board Members and Trustees

NameTitle
Karen PeasePresident
Jason GerdesPresident-elect
Hans SpringerDirector
Heather McginnessDirector
Lorraine DoroughDirector
Mara McclellanDirector
Roger DowDirector
David NovakSecretary
Craig StirtzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$225,581
Program Service Revenue
$205,016
Investment Income
$14,114
Other Revenue
$381
All Other Contributions
$132,695
Change in Net Assets
$-12,750

Audited Revenue Reconciliation

Revenue per Audited Statements
$445,092
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,323
Total Revenue per Audited Statements
$489,415
Total Revenue per Form 990
$445,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,422
Salaries, Compensation, and Employee Benefits$211,420
Total Fundraising Expense$39,483
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$150,022--$150,022
Current Officers, Directors, Trustees, and Key Employees$96,522$26,300$19,726$142,548
Office Expenses$38,753$15,317$1,690$55,760
Other Salaries and Wages$20,269$20,269$10,134$50,672
Fees for Services Accounting-$16,900-$16,900
Payroll Taxes$6,403$2,534$1,696$10,633
Information Technology$3,638$1,647$1,044$6,329
Fees for Services Other$5,522--$5,522
Travel$5,044--$5,044
Pension Plan Contributions$1,733$1,733$867$4,333
Advertising--$3,388$3,388
Other Employee Benefits$1,294$1,294$646$3,234
Depreciation Depletion$1,017$460$292$1,769
All Other Expenses-$1,688-$1,688
Total Functional Expenses$330,217$88,142$39,483$457,842

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$457,842
Total Expenses per Audited Statements$457,842
Total Expenses per Form 990$457,842
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 association'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 11B

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's governing body determines the executive director's compensation using data from the wisconsin society of association executives compensation study. This study is conducted every two years and was last undertaken in 2016. Since then the executive director's compensation has been adjusted for cost of living increases.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Association of Lutheran Development
EIN
38-2242979
Phone
8886302533
Address
1737 BEACH RD, VERONA, WI 53593-9120

Signing Officer

Name
Craig Stirtz
Title
Treasurer
Phone
8886302533
Signed
2017-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Stirtz
Formed
1987
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
9
Employees
2
Volunteers
125

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Mike Hablewitz 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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IRS990/NetAssetsOrFundBalancesEOYAmt0546644
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03776
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03776
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt044323
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01690
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015317
IRS990/OfficeExpensesGrp/ProgramServicesAmt038753
IRS990/OfficeExpensesGrp/TotalAmt055760
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0646
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01294
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01294
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03234
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0381
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0381
IRS990/OtherRevenueTotalAmt0381
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010134
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020269
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020269
IRS990/OtherSalariesAndWagesGrp/TotalAmt050672
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01696
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02534
IRS990/PayrollTaxesGrp/ProgramServicesAmt06403
IRS990/PayrollTaxesGrp/TotalAmt010633
IRS990/PensionPlanContributionsGrp/FundraisingAmt0867
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01733
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01733
IRS990/PensionPlanContributionsGrp/TotalAmt04333
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0227686
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0229686
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02245
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05051
IRS990/PrincipalOfficerNm0CRAIG STIRTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561920
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2561312
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2EXECUTIVE SEARCHES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0165310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125279
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0165310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214427
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0231402
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010458
IRS990/PYOtherExpensesAmt0268745
IRS990/PYOtherRevenueAmt0433
IRS990/PYProgramServiceRevenueAmt0257865
IRS990/PYRevenuesLessExpensesAmt041582
IRS990/PYSalariesCompEmpBnftPaidAmt0189831
IRS990/PYTotalExpensesAmt0458576
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0500158
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-12750
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0205397
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029172
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0225581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0231402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0219447
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0220173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0179583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01076186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05859
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044826
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01095024
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88610
IRS990ScheduleA/PublicSupportPY170Pct00.86140
IRS990ScheduleA/PublicSupportTotal170Amt0993276
IRS990ScheduleA/SubstantialContributorsTotAmt082910
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0225581
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0231402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0219447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0220173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0179583
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01076186
IRS990ScheduleA/TotalSupportAmt01121012
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/BeginningYearBalanceAmt0272854
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0301000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt036815
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt010669
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0266046
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01871
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0272854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04937
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0245056
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03002
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0266046
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt015356
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0217667
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05145
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0245056
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0216182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01485
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0217667
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03359
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023381
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026740
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0457842
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044323
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02036
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01454
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03490
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.76310
IRS990ScheduleD/RevenueNotReportedAmt044323
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0445092
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/TermEndowmentBalanceEOYPct00.23690
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05395
IRS990ScheduleD/TotalExpensesPerForm990Amt0457842
IRS990ScheduleD/TotalRevenuePerForm990Amt0445092
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0489415
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0457842
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 ASSOCIATION'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'S GOVERNING BODY DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA FROM THE WISCONSIN SOCIETY OF ASSOCIATION EXECUTIVES COMPENSATION STUDY. THIS STUDY IS CONDUCTED EVERY TWO YEARS AND WAS LAST UNDERTAKEN IN 2016. SINCE THEN THE EXECUTIVE DIRECTOR'S COMPENSATION HAS BEEN ADJUSTED FOR COST OF LIVING INCREASES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ASSOCIATION MAKES ITS 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 11B
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