Civic Intelligence

Wisconsin Policy Forum Inc.

990 • Fiscal year 2017 • EIN 39-0806182

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization ProfileWWW.WISTAX.ORG

View Organization Page

401 North Lawn AveMadison, WI 53704-5033

(608) 241-9789

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

28th percentile

-4.7%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$235,985

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

64th percentile

8.3%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.7%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,283,412

Up $326,467 (+8.3%) from 2016

Net Assets

Up

$4,248,302

Up $317,315 (+8.1%) from 2016

Liabilities

Up

$35,110

Up $9,152 (+35%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin28th percentile

Revenue

Up

$650,145

Up $52,061 (+8.7%) from 2016

Expenses

Up

$680,839

Up $78,282 (+13%) from 2016

Net Income

Down

-$30,694

Down $26,221 (-586%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$4,283,412
Liabilities$35,110
Net Assets$4,248,302
Open 2017 Filing

Operations Trend

Revenue Growth59th 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

2017

Revenue$650,145
Expenses$680,839
Net Income-$30,694
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$736,096
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$3,545,051$3,862,284▲ $317,233
Land, Buildings, and Equipment, Net$371,822$358,158▼ $13,664
Inventories for Sale or Use$6,790$21,177▲ $14,387
Cash and Non-Interest-Bearing Accounts$7,923$17,640▲ $9,717
Accounts Receivable$12,930$12,359▼ $571
Prepaid Expenses and Deferred Charges$7,297$6,662▼ $635
Savings and Temporary Cash Investments$5,132$5,132→ $0
Total Assets$3,956,945$4,283,412▲ $326,467
Liabilities
Deferred Revenue$13,387$26,809▲ $13,422
Accounts Payable and Accrued Expenses$12,571$8,301▼ $4,270
Total Liabilities$25,958$35,110▲ $9,152
Net Assets / Fund Balance
Unrestricted Net Assets$3,835,878$4,157,171▲ $321,293
Temporarily Rstr Net Assets$95,109$91,131▼ $3,978
Total Net Assets Fund Balance$3,930,987$4,248,302▲ $317,315
Total Liabilities and Net Assets / Fund Balance$3,956,945$4,283,412▲ $326,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$180,328$184,935$365,263
Land$176,661-$176,661
Equipment$1,169$79,209$80,378
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd a BerryPresidentFT$168,169$67,816$235,985

Board Members and Trustees

NameTitle
Thomas L SperoChairman
K David NunleyVice-chairman
Carl D FortnerDirector
Carol Ward KnoxDirector
Cynthia a RooksDirector
Dale R SchuhDirector
Dr Jeffrey L AdamsDirector
Henry C NewellDirector
James RiordanDirector
John J KitaDirector
Mike SimmerDirector
Richard a MeeusenDirector
Thomas RettlerDirector
David L HughesSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$346,240
Program Service Revenue
$101,616
Investment Income
$202,256
Other Revenue
$33
All Other Contributions
$346,240
Change in Net Assets
$-30,694

Audited Revenue Reconciliation

Revenue per Audited Statements
$650,145
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$369,279
Total Revenue per Audited Statements
$1,019,424
Total Revenue per Form 990
$650,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$488,713
Other Expenses$192,126
Total Fundraising Expense$21,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$217,107$9,439$9,439$235,985
Other Salaries and Wages$168,111$42,575$6,071$216,757
Office Expenses$98,391$14,935$3,905$117,231
Payroll Taxes$22,601$3,431$896$26,928
Occupancy$21,524$3,267$854$25,645
Fees for Service Investment Mgmnt Fees-$18,031-$18,031
Depreciation Depletion$12,449$1,890$494$14,833
Other Employee Benefits$2,360$6,683-$9,043
Fees for Services Accounting-$6,900-$6,900
Travel$4,248$645$167$5,060
All Other Expenses$2,065$314$83$2,462
Fees for Services Other$1,964--$1,964
Total Functional Expenses$550,820$108,110$21,909$680,839

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$702,109
Expenses per Audited Statements$680,839
Total Expenses per Form 990$680,839
Expenses Not Reported on Form 990$21,270
Expenses Not Reported on Financial Statements$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 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

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

Filing and Contact Details

Filer

Filer Name
Wisconsin Taxpayers Alliance
EIN
39-0806182
Phone
6082419789
Address
401 NORTH LAWN AVE, MADISON, WI 53704-5033

Signing Officer

Name
Robert Henken
Title
President
Phone
6082419789
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Henken
Formed
1932
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
7
Volunteers
15

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Glenn Miller CPA
Phone
6082744020
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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
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
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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.
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06071
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042575
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0216757
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0896
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03431
IRS990/PayrollTaxesGrp/ProgramServicesAmt022601
IRS990/PayrollTaxesGrp/TotalAmt026928
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07297
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06662
IRS990/PrincipalOfficerNm0ROBERT HENKEN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541690
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IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142463
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142463
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0347394
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0130947
IRS990/PYOtherExpensesAmt0155933
IRS990/PYOtherRevenueAmt05
IRS990/PYProgramServiceRevenueAmt0119738
IRS990/PYRevenuesLessExpensesAmt0-4473
IRS990/PYSalariesCompEmpBnftPaidAmt0446624
IRS990/PYTotalExpensesAmt0602557
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0598084
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-30694
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0101616
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05132
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05132
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0347394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0456244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0419767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0396425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01966070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt073207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt066895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061832
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt072477
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0346154
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0630384
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77450
IRS990ScheduleA/PublicSupportPY170Pct00.78190
IRS990ScheduleA/PublicSupportTotal170Amt01790973
IRS990ScheduleA/SubstantialContributorsTotAmt0175097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0346240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0347394
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0456244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0419767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0396425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01966070
IRS990ScheduleA/TotalSupportAmt02312309
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt033
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt085
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0180328
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0184935
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0365263
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt021270
IRS990ScheduleD/DonatedServicesUseFcltsAmt021270
IRS990ScheduleD/EquipmentGrp/BookValueAmt01169
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079209
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080378
IRS990ScheduleD/ExpensesNotReportedAmt021270
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0680839
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0176661
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IRS990ScheduleD/RevenueSubtotalAmt0650145
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,283,412
Liabilities
$35,110
Net assets
$4,248,302
Revenue
$650,145
Expenses
$680,839
Net income
-$30,694
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
2017Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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. 2017 filings • 501(c)3 • $1M-$5M nonprofits