Civic Intelligence

Wisconsin Policy Forum Inc.

990 • Fiscal year 2013 • EIN 39-0806182

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 14, 2014

Organization ProfileWWW.WISTAX.ORG

View Organization Page

401 North Lawn AveMilwaukee, WI 53704-5033

(608) 241-9789

Siviq Scores

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

Liabilities / Assets

45th percentile

0.09x

Higher debt load relative to assets than 45% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.54x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

27th percentile

-5.3%

Higher net margin than 27% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

89th percentile

$180,098

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

70th percentile

9.8%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$4,128,583

Up $367,611 (+9.8%) from 2012

Net Assets

Up

$3,770,455

Up $399,156 (+12%) from 2012

Liabilities

Down

$358,128

Down $31,545 (-8.1%) from 2012

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin27th percentile

Revenue

Down

$661,530

Down $81,686 (-11%) from 2012

Expenses

Up

$696,624

Up $10,338 (+1.5%) from 2012

Net Income

Down

-$35,094

Down $92,024 (-162%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$10M$5.0M$0Assets 2010: $3,755,738Liabilities 2010: $437,412Net Assets 2010: $3,318,3262010Assets 2011: $3,542,075Liabilities 2011: $416,982Net Assets 2011: $3,125,0932011Assets 2012: $3,760,972Liabilities 2012: $389,673Net Assets 2012: $3,371,2992012Assets 2013: $4,128,583Liabilities 2013: $358,128Net Assets 2013: $3,770,4552013Assets 2014: $4,228,793Liabilities 2014: $335,419Net Assets 2014: $3,893,3742014Assets 2015: $4,150,434Liabilities 2015: $316,259Net Assets 2015: $3,834,1752015Assets 2016: $3,956,945Liabilities 2016: $25,958Net Assets 2016: $3,930,9872016Assets 2017: $4,283,412Liabilities 2017: $35,110Net Assets 2017: $4,248,3022017Assets 2018: $5,926,087Liabilities 2018: $119,413Net Assets 2018: $5,806,6742018Assets 2019: $6,590,575Liabilities 2019: $110,407Net Assets 2019: $6,480,1682019Assets 2020: $7,429,948Liabilities 2020: $83,026Net Assets 2020: $7,346,9222020Assets 2021: $8,085,862Liabilities 2021: $74,959Net Assets 2021: $8,010,9032021Assets 2022: $6,797,801Liabilities 2022: $315,391Net Assets 2022: $6,482,4102022Assets 2023: $7,199,769Liabilities 2023: $249,363Net Assets 2023: $6,950,4062023Assets 2024: $7,688,706Liabilities 2024: $377,547Net Assets 2024: $7,311,1592024

Highlighted filing

2013

Assets$4,128,583
Liabilities$358,128
Net Assets$3,770,455
Open 2013 Filing

Operations Trend

Revenue Growth20th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $645,3582010Expenses 2011: $696,7072011Revenue 2012: $743,216Expenses 2012: $686,286Net Income 2012: $56,9302012Revenue 2013: $661,530Expenses 2013: $696,624Net Income 2013: -$35,0942013Revenue 2014: $651,943Expenses 2014: $676,142Net Income 2014: -$24,1992014Revenue 2015: $897,166Expenses 2015: $629,881Net Income 2015: $267,2852015Revenue 2016: $598,084Expenses 2016: $602,557Net Income 2016: -$4,4732016Revenue 2017: $650,145Expenses 2017: $680,839Net Income 2017: -$30,6942017Revenue 2018: $3,862,446Expenses 2018: $1,667,955Net Income 2018: $2,194,4912018Revenue 2019: $1,654,019Expenses 2019: $1,606,298Net Income 2019: $47,7212019Revenue 2020: $1,659,915Expenses 2020: $1,454,375Net Income 2020: $205,5402020Revenue 2021: $1,834,304Expenses 2021: $1,515,429Net Income 2021: $318,8752021Revenue 2022: $1,445,545Expenses 2022: $1,678,319Net Income 2022: -$232,7742022Revenue 2023: $1,577,838Expenses 2023: $1,735,941Net Income 2023: -$158,1032023Revenue 2024: $2,152,968Expenses 2024: $1,914,695Net Income 2024: $238,2732024

Highlighted filing

2013

Revenue$661,530
Expenses$696,624
Net Income-$35,094
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 14, 2014
Return Version
2013v3.0
Gross Receipts
$760,785
Mission and Program Overview

Mission

We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.

Through objective, nonpartisan research, the wisconsin taxpayers alliance promotes informed citizenship, responsible government, and a prosperous wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,276,672$3,667,727▲ $391,055
Land, Buildings, and Equipment, Net$443,074$415,007▼ $28,067
Inventories for Sale or Use$15,152$19,874▲ $4,722
Cash and Non-Interest-Bearing Accounts$12,787$12,270▼ $517
Prepaid Expenses and Deferred Charges$6,823$7,210▲ $387
Savings and Temporary Cash Investments$5,132$5,132→ $0
Accounts Receivable$1,332$1,363▲ $31
Total Assets$3,760,972$4,128,583▲ $367,611
Liabilities
Mortgage Notes Payable Secured by Investment Property$333,547$318,178▼ $15,369
Deferred Revenue$42,633$26,159▼ $16,474
Accounts Payable and Accrued Expenses$13,493$13,791▲ $298
Total Liabilities$389,673$358,128▼ $31,545
Net Assets / Fund Balance
Unrestricted Net Assets$3,371,299$3,770,455▲ $399,156
Total Net Assets Fund Balance$3,371,299$3,770,455▲ $399,156
Total Liabilities and Net Assets / Fund Balance$3,760,972$4,128,583▲ $367,611

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$234,176$131,087$365,263
Land$176,661-$176,661
Equipment$4,170$81,363$85,533
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd a BerryPresidentFT$149,028$31,070$180,098

Board Members and Trustees

NameTitle
Carl FortnerChairman
Thomas SperoVice-chairman
Carol Ward KnoxDirector
Dale R SchuhDirector
Dr Jeffrey AdamsDirector
Henry C NewellDirector
J Douglas QuickDirector
James RiordanDirector
K David NunleyDirector
Mike SimmerDirector
Richard a MeeusenDirector
Robert WebsterDirector
Jere McgaffeySecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$396,425
Program Service Revenue
$129,327
Investment Income
$135,722
Other Revenue
$56
All Other Contributions
$396,425
Change in Net Assets
$-35,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$661,530
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$434,250
Total Revenue per Audited Statements
$1,095,780
Total Revenue per Form 990
$661,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$486,077
Other Expenses$210,547
Total Fundraising Expense$34,553
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$204,910$37,242$13,102$255,254
Current Officers, Directors, Trustees, and Key Employees$144,578$26,276$9,244$180,098
Office Expenses$88,346$16,056$5,649$110,051
Occupancy$32,662$5,937$2,088$40,687
Depreciation Depletion$22,532$4,095$1,441$28,068
Payroll Taxes$22,194$4,034$1,419$27,647
Fees for Service Investment Mgmnt Fees-$16,417-$16,417
Other Employee Benefits$10,456$1,900$668$13,024
Pension Plan Contributions$8,071$1,467$516$10,054
All Other Expenses$4,941$898$315$6,154
Fees for Services Accounting-$6,100-$6,100
Travel$1,744$317$111$2,172
Fees for Services Other$898--$898
Total Functional Expenses$541,332$120,739$34,553$696,624

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$696,624
Total Expenses per Audited Statements$696,624
Total Expenses per Form 990$696,624
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
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 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

“The members of the governing body annually complete and sign a formal conflict of interest statement with any potential conflicts of interest to the chair.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization's conflict of interest policy is not made available to the public.”

Filing and Contact Details

Filer

EIN
39-0806182
Phone
6082419789

Signing Officer

Name
Todd a Berry
Title
President
Phone
6082419789
Signed
2014-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd a Berry
Formed
1932
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
11
Volunteers
13

Preparer

Preparer
Glenn Miller CPA
Phone
6082744020
Raw XML AppendixShowing 400 of 492 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/BOYAmt013493
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013791
IRS990/AccountsReceivableGrp/BOYAmt01332
IRS990/AccountsReceivableGrp/EOYAmt01363
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THROUGH OBJECTIVE, NONPARTISAN RESEARCH, THE WISCONSIN TAXPAYERS ALLIANCE PROMOTES INFORMED CITIZENSHIP, RESPONSIBLE GOVERNMENT, AND A PROSPEROUS WISCONSIN.
IRS990/AllOtherContributionsAmt0396425
IRS990/AllOtherExpensesGrp/FundraisingAmt0315
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0898
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04941
IRS990/AllOtherExpensesGrp/TotalAmt06154
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0GINA STASKAL
IRS990/BooksInCareOfDetail/PhoneNum06082419789
IRS990/BooksInCareOfDetail/USAddress/AddressLine10401 NORTH LAWN AVE
IRS990/BooksInCareOfDetail/USAddress/City0MADISON
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0537045033
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt012787
IRS990/CashNonInterestBearingGrp/EOYAmt012270
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09244
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt026276
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0144578
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0180098
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0396425
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0135722
IRS990/CYOtherExpensesAmt0210547
IRS990/CYOtherRevenueAmt056
IRS990/CYProgramServiceRevenueAmt0129327
IRS990/CYRevenuesLessExpensesAmt0-35094
IRS990/CYSalariesCompEmpBnftPaidAmt0486077
IRS990/CYTotalExpensesAmt0696624
IRS990/CYTotalFundraisingExpenseAmt034553
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0661530
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt042633
IRS990/DeferredRevenueGrp/EOYAmt026159
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01441
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04095
IRS990/DepreciationDepletionGrp/ProgramServicesAmt022532
IRS990/DepreciationDepletionGrp/TotalAmt028068
IRS990/Desc0THE WISCONSIN TAXPAYERS ALLIANCE RESEARCHES STATE AND LOCAL GOVERNMENT FINANCES AND POLICY MAKING AND SHARES ITS NONPARTISAN FINDINGS WITH CITIZENS, THE PRESS, SCHOOL GROUPS, PUBLIC OFFICIALS, AND COMMUNITY LEADERS. IN 2013, THE WISCONSIN TAXPAYERS ALLIANCE PUBLISHED AND DISSEMINATED 11 ISSUES OF THE WISCONSIN TAXPAYER TO OVER 4,000 SUBSCRIBERS AND MEDIA OUTLETS; 26 ISSUES OF THE FOCUS NEWSLETTER; AND OUR ANNUAL PUBLICATIONS SCHOOLFACTS, MUNICIPALFACTS, AND MEASURING SUCCESS: BENCHMARKS FOR A COMPETITIVE WISCONSIN. THE WISCONSIN TAXPAYERS ALLIANCE MANAGES A WEBSITE THAT OFFERS AN ONLINE LIBRARY, LINKS TO SOCIAL MEDIA, A BLOG, AND VIDEOS. THE WEBSITE RECEIVES MORE THAN 5,000 VISITS PER MONTH AND PEOPLE CAN DOWNLOAD OUR RESEARCH, MUCH OF IT FOR FREE. THE WISCONSIN TAXPAYERS ALLIANCE GAVE 57 SPEECHES TO 2,778 MEMBERS OF CIVIC, BUSINESS, AND PROFESSIONAL GROUPS AND 6 PRESENTATIONS TO SCHOOL CLASSROOMS. THE WISCONSIN TAXPAYERS ALLIANCE RECEIVED 443 MEDIA CONTACTS FOR INTERVIEWS AND INFORMATION REQUESTS. MEDIA REQUESTS RESULTED IN 1,190 NEWSPAPER ARTICLES AND 152 BROADCAST INTERVIEWS AND LIVE VIDEO APPEARANCES. THE WISCONSIN TAXPAYERS ALLIANCE ENGAGED IN 2 MAJOR PROJECTS FORMALLY ADVISING AND COUNSELING PUBLIC OFFICIALS AND ORGANIZATIONS. THE WISCONSIN TAXPAYERS ALLIANCE ALSO ROUTINELY TOOK CALLS FROM LOCAL AND STATE OFFICIALS REQUESTING ADVICE AND INFORMATION. THE WISCONSIN TAXPAYERS ALLIANCE PROVIDED AT LOW COST 645 CIVIC TEXTBOOKS TO SCHOOLS, TEACHERS, AND THE PUBLIC. THE WISCONSIN TAXPAYERS ALLIANCE FINISHED CREATION OF THE 18TH EDITION OF OUR CIVICS TEXTBOOK, THE FRAMEWORK OF YOUR WISCONSIN GOVERNMENT. THIS TEXTBOOK, USED BY MIDDLE, HIGH SCHOOL, AND COLLEGE SOCIAL STUDIES AND CIVICS CLASSES, IS THE ONLY BOOK THAT PROVIDES SPECIFIC INFORMATION ON STATE AND LOCAL GOVERNMENT IN WISCONSIN. IT COMPLIES WITH STATE EDUCATIONAL STANDARDS AND HELPS SCHOOLS MEET THE STATUTORY REQUIREMENT TO PROVIDE WISCONSIN-FOCUSED CIVICS EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0541332
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06100
IRS990/FeesForServicesAccountingGrp/TotalAmt06100
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0898
IRS990/FeesForServicesOtherGrp/TotalAmt0898
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016417
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016417
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1331070
IRS990/Form990PartVIISectionAGrp/PersonNm0CARL FORTNER
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS SPERO
IRS990/Form990PartVIISectionAGrp/PersonNm2JERE MCGAFFEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DR JEFFREY ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4CAROL WARD KNOX
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD A MEEUSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6K DAVID NUNLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7J DOUGLAS QUICK
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES RIORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm9DALE R SCHUH
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE SIMMER
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm12HENRY C NEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13TODD A BERRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13149028
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01932
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt063245
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0162500
IRS990/GrossReceiptsAmt0760785
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt015152
IRS990/InventoriesForSaleOrUseGrp/EOYAmt019874
IRS990/InvestmentIncomeGrp/ExclusionAmt072477
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072477
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03276672
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03667727
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0212450
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0443074
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0415007
IRS990/LandBldgEquipCostOrOtherBssAmt0627457
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt099255
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONPARTISAN, NONPROFIT, AND INDEPENDENT, THE WISCONSIN TAXPAYERS ALLIANCE PROMOTES GOOD GOVERNMENT AND AN INFORMED CITIZENRY THROUGH PUBLIC POLICY RESEARCH, CITIZEN EDUCATION, AND DISSEMINATION OF ACCURATE, OBJECTIVE INFORMATION ABOUT THE OPERATION OF WISCONSIN STATE AND LOCAL GOVERNMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0333547
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0318178
IRS990/NetAssetsOrFundBalancesBOYAmt03371299
IRS990/NetAssetsOrFundBalancesEOYAmt03770455
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt063245
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt063245
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0434250
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02088
IRS990/OccupancyGrp/ManagementAndGeneralAmt05937
IRS990/OccupancyGrp/ProgramServicesAmt032662
IRS990/OccupancyGrp/TotalAmt040687
IRS990/OfficeExpensesGrp/FundraisingAmt05649
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016056
IRS990/OfficeExpensesGrp/ProgramServicesAmt088346
IRS990/OfficeExpensesGrp/TotalAmt0110051
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0668
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01900
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010456
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013024
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt056
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056
IRS990/OtherRevenueTotalAmt056
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013102
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037242
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0204910
IRS990/OtherSalariesAndWagesGrp/TotalAmt0255254
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01419
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04034
IRS990/PayrollTaxesGrp/ProgramServicesAmt022194
IRS990/PayrollTaxesGrp/TotalAmt027647
IRS990/PensionPlanContributionsGrp/FundraisingAmt0516
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01467
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08071
IRS990/PensionPlanContributionsGrp/TotalAmt010054
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06823
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07210
IRS990/PrincipalOfficerNm0TODD A BERRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0511120
IRS990/ProgramServiceRevenueGrp/BusinessCd1541690
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICATIONS SALES
IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt090018
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt139309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt090018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt139309
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0409182
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0212591
IRS990/PYOtherExpensesAmt0201683
IRS990/PYOtherRevenueAmt097
IRS990/PYProgramServiceRevenueAmt0121346
IRS990/PYRevenuesLessExpensesAmt056930
IRS990/PYSalariesCompEmpBnftPaidAmt0484603
IRS990/PYTotalExpensesAmt0686286
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0743216
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-35094
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0129383
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05132
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0396425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0409182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0371903
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0403655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0385582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01966747
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt072477
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt079031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt075911
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt074893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt081201
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0383513
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0693052
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79420
IRS990ScheduleA/PublicSupportPY170Pct00.79230
IRS990ScheduleA/PublicSupportTotal170Amt01866607
IRS990ScheduleA/SubstantialContributorsTotAmt0100140
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0396425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0409182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0371903
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0403655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0385582
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01966747
IRS990ScheduleA/TotalSupportAmt02350260
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/BuildingsGrp/BookValueAmt0234176
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0131087
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0365263
IRS990ScheduleD/EquipmentGrp/BookValueAmt04170
IRS990ScheduleD/EquipmentGrp/DepreciationAmt081363
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt085533
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0696624
IRS990ScheduleD/LandGrp/BookValueAmt0176661
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0176661
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0434250
IRS990ScheduleD/RevenueNotReportedAmt0434250
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0661530
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0415007
IRS990ScheduleD/TotalExpensesPerForm990Amt0696624
IRS990ScheduleD/TotalRevenuePerForm990Amt0661530
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01095780
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0696624
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0149028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TODD A BERRY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0180098
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,128,583
Liabilities
$358,128
Net assets
$3,770,455
Revenue
$661,530
Expenses
$696,624
Net income
-$35,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$0.38$7.31$2.15$1.91$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.25$6.95$1.58$1.74$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.32$6.48$1.45$1.68$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$0.07$8.01$1.83$1.52$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.43$0.08$7.35$1.66$1.45$0.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.11$6.48$1.65$1.61$0.05
2018Summary only. Only limited summary data is available for this year.$5.93$0.12$5.81$3.86$1.67$2.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.28$0.04$4.25$0.65$0.68$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.03$3.93$0.60$0.60$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.32$3.83$0.90$0.63$0.27
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.34$3.89$0.65$0.68$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.13$0.36$3.77$0.66$0.70$0.04
2012Summary only. Only limited summary data is available for this year.$3.76$0.39$3.37$0.74$0.69$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.42$3.13$0.70
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.44$3.32$0.65
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits