Civic Intelligence

Badger Globe Credit Union

990 • Fiscal year 2018 • EIN 39-0796087

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization ProfileBADGERGLOBECU.ORG

View Organization Page

260 N Green Bay RoadNeenah, WI 54956

(920) 722-2122

Siviq Scores

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

Liabilities / Assets

38th percentile

0.86x

Higher debt load relative to assets than 38% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

58th percentile

19.36x

Higher debt load relative to revenue than 58% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Net Margin

55th percentile

13%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$136,146

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Source year 2018

Asset Growth

42nd percentile

-0.1%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

4.3%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)14 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$43,182,785

Down $35,263 (-0.1%) from 2017

Net Assets

Up

$6,139,138

Up $254,916 (+4.3%) from 2017

Liabilities

Down

$37,043,647

Down $290,179 (-0.8%) from 2017

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin55th percentile

Revenue

Up

$1,913,770

Up $79,669 (+4.3%) from 2017

Expenses

Up

$1,658,854

Up $31,324 (+1.9%) from 2017

Net Income

Up

$254,916

Up $48,345 (+23%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$60M$40M$20M$0Assets 2010: $41,532,754Liabilities 2010: $36,588,093Net Assets 2010: $4,944,6612010Assets 2011: $40,130,034Liabilities 2011: $35,149,843Net Assets 2011: $4,980,1912011Assets 2012: $39,618,824Liabilities 2012: $34,553,545Net Assets 2012: $5,065,2792012Assets 2013: $39,300,386Liabilities 2013: $34,145,475Net Assets 2013: $5,154,9112013Assets 2014: $40,789,087Liabilities 2014: $35,475,105Net Assets 2014: $5,313,9822014Assets 2015: $41,426,225Liabilities 2015: $36,035,416Net Assets 2015: $5,390,8092015Assets 2016: $42,297,389Liabilities 2016: $36,619,738Net Assets 2016: $5,677,6512016Assets 2017: $43,218,048Liabilities 2017: $37,333,826Net Assets 2017: $5,884,2222017Assets 2018: $43,182,785Liabilities 2018: $37,043,647Net Assets 2018: $6,139,1382018Assets 2019: $45,705,248Liabilities 2019: $39,225,294Net Assets 2019: $6,479,9542019Assets 2020: $51,264,238Liabilities 2020: $44,557,445Net Assets 2020: $6,706,7932020Assets 2021: $55,930,644Liabilities 2021: $48,911,990Net Assets 2021: $7,018,6542021Assets 2022: $54,986,298Liabilities 2022: $47,790,932Net Assets 2022: $7,195,3662022Assets 2023: $51,840,108Liabilities 2023: $44,709,606Net Assets 2023: $7,130,5022023Assets 2024: $51,087,461Liabilities 2024: $43,908,021Net Assets 2024: $7,179,4402024

Highlighted filing

2018

Assets$43,182,785
Liabilities$37,043,647
Net Assets$6,139,138
Open 2018 Filing

Operations Trend

Revenue Growth17th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $2,191,3912010Revenue 2011: $2,179,753Expenses 2011: $2,144,223Net Income 2011: $35,5302011Expenses 2012: $1,882,1452012Revenue 2013: $1,811,175Expenses 2013: $1,721,543Net Income 2013: $89,6322013Revenue 2014: $1,742,595Expenses 2014: $1,583,524Net Income 2014: $159,0712014Revenue 2015: $1,757,692Expenses 2015: $1,680,865Net Income 2015: $76,8272015Revenue 2016: $1,820,484Expenses 2016: $1,533,642Net Income 2016: $286,8422016Revenue 2017: $1,834,101Expenses 2017: $1,627,530Net Income 2017: $206,5712017Revenue 2018: $1,913,770Expenses 2018: $1,658,854Net Income 2018: $254,9162018Revenue 2019: $1,944,190Expenses 2019: $1,702,503Net Income 2019: $241,6872019Revenue 2020: $1,945,348Expenses 2020: $1,718,509Net Income 2020: $226,8392020Revenue 2021: $1,838,591Expenses 2021: $1,526,730Net Income 2021: $311,8612021Revenue 2022: $1,886,033Expenses 2022: $1,709,321Net Income 2022: $176,7122022Revenue 2023: $2,232,111Expenses 2023: $2,202,899Net Income 2023: $29,2122023Revenue 2024: $2,587,066Expenses 2024: $2,538,128Net Income 2024: $48,9382024

Highlighted filing

2018

Revenue$1,913,770
Expenses$1,658,854
Net Income$254,916
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,913,770
Mission and Program Overview

Mission

To exceed our members expectations through exceptional service

To exceed our members' expectations through exceptional service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$27,425,492$26,218,945▼ $1,206,547
Savings and Temporary Cash Investments$13,714,280$15,479,456▲ $1,765,176
Rtn Earn Endowment Incm Other Fnds$5,884,222$6,139,138▲ $254,916
Cash and Non-Interest-Bearing Accounts$489,206$524,760▲ $35,554
Land, Buildings, and Equipment, Net$377,692$372,515▼ $5,177
Investments Program Related$674,305$347,771▼ $326,534
Prepaid Expenses and Deferred Charges$136,484$147,024▲ $10,540
Accounts Receivable$281,238$250▼ $280,988
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$43,218,048$43,182,785▼ $35,263
Other Assets Total$119,351$92,064▼ $27,287
Liabilities
Other Liabilities$35,416,713$36,515,336▲ $1,098,623
Mortgage Notes Payable Secured by Investment Property$1,498,302--
Accounts Payable and Accrued Expenses$418,811$528,311▲ $109,500
Total Liabilities$37,333,826$37,043,647▼ $290,179
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,884,222$6,139,138▲ $254,916
Total Liabilities and Net Assets / Fund Balance$43,218,048$43,182,785▼ $35,263

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$255,391$568,135$823,526
Equipment$69,124$503,753$572,877
Land$48,000-$48,000
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carla WatsonPresident/ CEOFT$111,438$24,708$136,146

Board Members and Trustees

NameTitle
Steve RoffersChair
Kara KrauseVice-chair
David EvansDirector
Laura EagloskiDirector
Ronald WolfDirector
Cynthia PhillipsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,445,609
Investment Income
$463,259
Other Revenue
$4,902
Change in Net Assets
$254,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$750,685
Other Expenses$700,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$420,921
Benefits to Members---$208,115
Office Expenses---$155,290
Current Officers, Directors, Trustees, and Key Employees---$136,146
Other Employee Benefits---$119,252
Information Technology---$72,869
All Other Expenses---$61,692
Advertising---$54,419
Depreciation Depletion---$53,849
Occupancy---$45,695
Fees for Services Other---$38,631
Payroll Taxes---$37,205
Pension Plan Contributions---$37,161
Travel---$27,078
Other Expenses---$18,061
Payments to Affiliates---$17,838
Insurance---$11,414
Interest---$11,194
Conferences and Meetings---$9,515
Fees for Services Accounting---$8,857
Fees for Services Legal---$7,039
Total Functional Expenses$0$0$0$1,658,854
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares/certificates$36,515,282
Accrued Dividends$54
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 organization consists of members. To be a member, one must have a share/savings account.”

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

“The board of directors is elected by the membership utilizing their one vote per member.”

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

“Each member has one vote to utilize in ratifying significant decisions beyond the authority of the board as outlined in the organization's bylaws. Any decision to dissolve or merge the organization requires approval of membership, unless mandated by regulatory agency (i.e., ncua, wisconsin office of credit unions).”

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

“Management reviews the form 990 before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization's financial statements are posted annually in the credit union and are also available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Badger Globe Credit Union
EIN
39-0796087
Phone
9207222122
Address
260 N GREEN BAY ROAD, NEENAH, WI 54956

Signing Officer

Name
Carla Watson
Title
President/ CEO
Phone
9207222122
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carla Watson
Formed
1947
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
6
Employees
11
Volunteers
6

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Yigit Uctum CPA
Phone
6082744020
Raw XML Appendix361 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0418811
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0528311
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IRS990/AccountsReceivableGrp/EOYAmt0250
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EXCEED OUR MEMBERS' EXPECTATIONS THROUGH EXCEPTIONAL SERVICE.
IRS990/AdvertisingGrp/TotalAmt054419
IRS990/AllOtherExpensesGrp/TotalAmt061692
IRS990/BenefitsToMembersGrp/TotalAmt0208115
IRS990/BooksInCareOfDetail/PersonNm0CARLA WATSON
IRS990/BooksInCareOfDetail/PhoneNum09207222122
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0260 N GREEN BAY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEENAH
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IRS990/Desc0WE FUNDED 1,053 LOANS DURING 2018. AS OF 12/31/18, WE HAD 269 MORTGAGES/HOME EQUITY AND 999 CONSUMER LOANS. WE ALSO HAD 673 CREDIT CARD ACCOUNTS WITH OUR MEMBERS.
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID EVANS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/ CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OperateHospitalInd00
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProgramServiceRevenueGrp/Desc1OTHER MEMBER FEE INCOM
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IRS990/ProgramServiceRevenueGrp/Desc3AMUSEMENT PARK SALES
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IRS990/ProgSrvcAccomActy2Grp/Desc0WE HAVE DEPOSIT, TRANSACTION, AND INVESTMENT ACCOUNTS WITH 2,757 MEMBERS AT 12/31/18. DURING 2018 WE OPENED 123 NEW DEPOSITS, TRANSACTION AND INVESTMENT ACCOUNTS.
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IRS990/RelatedEntityInd00
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IRS990/RentalIncomeOrLossGrp/RealAmt02400
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02502
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02502
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05884222
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06139138
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013714280
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015479456
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0255391
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0568135
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0823526
IRS990ScheduleD/EquipmentGrp/BookValueAmt069124
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0503753
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0572877
IRS990ScheduleD/LandGrp/BookValueAmt048000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt048000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036515282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt154
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARES/CERTIFICATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED DIVIDENDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0372515
IRS990ScheduleD/TotalLiabilityAmt036515336
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS. TO BE A MEMBER, ONE MUST HAVE A SHARE/SAVINGS ACCOUNT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP UTILIZING THEIR ONE VOTE PER MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER HAS ONE VOTE TO UTILIZE IN RATIFYING SIGNIFICANT DECISIONS BEYOND THE AUTHORITY OF THE BOARD AS OUTLINED IN THE ORGANIZATION'S BYLAWS. ANY DECISION TO DISSOLVE OR MERGE THE ORGANIZATION REQUIRES APPROVAL OF MEMBERSHIP, UNLESS MANDATED BY REGULATORY AGENCY (I.E., NCUA, WISCONSIN OFFICE OF CREDIT UNIONS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED ANNUALLY IN THE CREDIT UNION AND ARE ALSO 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 C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt043218048
IRS990/TotalAssetsEOYAmt043182785
IRS990/TotalAssetsGrp/BOYAmt043218048
IRS990/TotalAssetsGrp/EOYAmt043182785
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt01658854
IRS990/TotalGrossUBIAmt011
IRS990/TotalLiabilitiesBOYAmt037333826
IRS990/TotalLiabilitiesEOYAmt037043647
IRS990/TotalLiabilitiesGrp/BOYAmt037333826
IRS990/TotalLiabilitiesGrp/EOYAmt037043647
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05884222
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06139138
IRS990/TotalOtherCompensationAmt024708
IRS990/TotalProgramServiceRevenueAmt01445609
IRS990/TotalReportableCompFromOrgAmt0111438
IRS990/TotalRevenueGrp/ExclusionAmt0468161
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01445598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01913770
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt011
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt043218048
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt043182785
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt027078
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0260 N GREEN BAY ROAD
IRS990/USAddress/CityNm0NEENAH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054956
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0BADGERGLOBECU.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARLA WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/ CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09207222122
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BADGER GLOBE CREDIT UNION
ReturnHeader/Filer/BusinessNameControlTxt0BADG
ReturnHeader/Filer/EIN0390796087
ReturnHeader/Filer/PhoneNum09207222122
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 N GREEN BAY ROAD
ReturnHeader/Filer/USAddress/CityNm0NEENAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054956
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId050C9C09D56ED613F9D7879BDC11063DCF385CB9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B169A553E6FC674180C4B0C62460B1C0CC916730
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.222.124.178
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:51:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YIGIT UCTUM CPA
ReturnHeader/ReturnTs02019-11-15T10:20:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,182,785
Liabilities
$37,043,647
Net assets
$6,139,138
Revenue
$1,913,770
Expenses
$1,658,854
Net income
$254,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.1$43.9$7.18$2.59$2.54$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.8$44.7$7.13$2.23$2.20$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$47.8$7.20$1.89$1.71$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.9$48.9$7.02$1.84$1.53$0.31
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$51.3$44.6$6.71$1.95$1.72$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.7$39.2$6.48$1.94$1.70$0.24
2018Detailed filing. Detailed filing data is available for this year.$43.2$37.0$6.14$1.91$1.66$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.2$37.3$5.88$1.83$1.63$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$36.6$5.68$1.82$1.53$0.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.4$36.0$5.39$1.76$1.68$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.8$35.5$5.31$1.74$1.58$0.16
2013Detailed filing. Detailed filing data is available for this year.$39.3$34.1$5.15$1.81$1.72$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$34.6$5.07$1.88
2011Summary only. Only limited summary data is available for this year.$40.1$35.1$4.98$2.18$2.14$0.04
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$36.6$4.94$2.19