Civic Intelligence

Wisconsin Policy Forum Inc.

990 • Fiscal year 2019 • EIN 39-0806182

Jan 01, 2019 to Dec 31, 2019 • Filed on May 24, 2020

Organization ProfileWISPOLICYFORUM.ORG

View Organization Page

633 W Wisconsin Ave Ste 406Milwaukee, WI 53203

(414) 276-8240

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.07x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$234,861

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$6,590,575

Up $664,488 (+11%) from 2018

Net Assets

Up

$6,480,168

Up $673,494 (+12%) from 2018

Liabilities

Down

$110,407

Down $9,006 (-7.5%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin50th percentile

Revenue

Down

$1,654,019

Down $2,208,427 (-57%) from 2018

Expenses

Down

$1,606,298

Down $61,657 (-3.7%) from 2018

Net Income

Down

$47,721

Down $2,146,770 (-98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2019

Assets$6,590,575
Liabilities$110,407
Net Assets$6,480,168
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$1,654,019
Expenses$1,606,298
Net Income$47,721
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 24, 2020
Return Version
2019v5.1
Gross Receipts
$1,737,104
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.

We conduct impartial public policy research and analysis to drive informed debate and effective decision-making in the state of wisconsin.as wisconsin's most respected nonpartisan policy research organization, we aim to improve the quality of government decision-making in wisconsin. We bring to light new knowledge on issues important to state government, local government, schools, metro milwaukee, and wisconsin's economy. We provide impartial data and analysis that will allow government leaders and the public to consider all sides of critical policy issues. We create an effective, visible platform to educate and inform policy makers, civic and business leaders, the media, and others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,325,127$4,834,636▲ $509,509
Land, Buildings, and Equipment, Net$350,037$350,680▲ $643
Savings and Temporary Cash Investments$388,246$272,680▼ $115,566
Pledges and Grants Receivable$88,238$168,330▲ $80,092
Cash and Non-Interest-Bearing Accounts$40,691$101,388▲ $60,697
Investments Other Securities$0$69,584▲ $69,584
Prepaid Expenses and Deferred Charges$13,748$26,934▲ $13,186
Accounts Receivable$23,748$22,420▼ $1,328
Inventories for Sale or Use$15,249$3,200▼ $12,049
Total Assets$5,926,087$6,590,575▲ $664,488
Other Assets Total$681,003$740,723▲ $59,720
Liabilities
Accounts Payable and Accrued Expenses$100,760$69,533▼ $31,227
Deferred Revenue$13,000$21,813▲ $8,813
Other Liabilities$5,653$19,061▲ $13,408
Total Liabilities$119,413$110,407▼ $9,006
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,752,728$5,233,211▲ $480,483
Net Assets With Donor Restrictions$1,053,946$1,246,957▲ $193,011
Total Net Assets Fund Balance$5,806,674$6,480,168▲ $673,494
Total Liabilities and Net Assets / Fund Balance$5,926,087$6,590,575▲ $664,488

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$154,756$210,507$365,263
Land$176,661-$176,661
Equipment$19,263$106,166$125,429
Other Assets Org$740,723--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$681,003-▲ $91,801-$740,723
2018-$721,977▼ $9,633-$681,003
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rob HenkenPresidentFT$184,946$49,915$234,861

Board Members and Trustees

NameTitle
Steve RadkeChairman
Cindy RooksVice Chair
Leigh RileyVice Chair
Andy SchieslDirector
Carol Ward Knox Resigned 21219Director
Grady CrosbyDirector
Hank NewellDirector
John KitaDirector
Kenneth Munson Joined 9119Director
Mark CzarneckiDirector
Tom SperoDirector
Tom RettlerSecretary
Bradley ViegutTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,067,247
Program Service Revenue
$269,461
Investment Income
$311,819
Other Revenue
$5,492
All Other Contributions
$360,637
Change in Net Assets
$47,721

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,654,019
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$605,121
Total Revenue per Audited Statements
$2,259,140
Total Revenue per Form 990
$1,654,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,176,670
Other Expenses$429,628
Total Fundraising Expense$105,739
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$673,790$127,167$6,128$807,085
Current Officers, Directors, Trustees, and Key Employees$117,431$46,972$70,458$234,861
Fees for Services Other$112,609--$112,609
Conferences and Meetings$47,598$5,991$9,489$63,078
Payroll Taxes$44,686$9,835$4,325$58,846
Office Expenses$41,304$12,789$1,910$56,003
Occupancy$39,901$8,782$3,862$52,545
Other Employee Benefits$39,296$8,649$3,804$51,749
Fees for Services Accounting-$39,650-$39,650
Fees for Service Investment Mgmnt Fees-$25,010-$25,010
All Other Expenses-$24,308-$24,308
Pension Plan Contributions$18,322$4,033$1,774$24,129
Travel$12,853$2,829$1,244$16,926
Depreciation Depletion$11,434$2,516$1,107$15,057
Insurance$9,210$3,302$891$13,403
Information Technology$7,718$1,699$747$10,164
Other Expenses-$515-$515
Interest-$360-$360
Total Functional Expenses$1,176,152$324,407$105,739$1,606,298

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,606,298
Total Expenses per Audited Statements$1,585,646
Expenses per Audited Statements$1,581,288
Expenses Not Reported on Financial Statements$25,010
Expenses Not Reported on Form 990$4,358
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$19,061
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
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 executive committee 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. Violations of the conflicts of interest policy: if the executive committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member the opportunity to explain alleged failure to disclose. If after hearing the member's response and after making further investigation as warranted by the circumstances, the executive committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.”

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

“The members of the governing body's executive committee appoint a special compensation committee to conduct an annual review of the president, review compensation data for comparable positions at similar agencies, and recommend a compensation level to the board chairman, who is empowered to approve the compensation level for inclusion in the annual budget.”

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 Policy Forum Inc
EIN
39-0806182
Phone
4142768240
Address
633 W WISCONSIN AVE STE 406, MILWAUKEE, WI 53203

Signing Officer

Name
Robert Henken
Title
President
Phone
4142768240
Signed
2020-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Henken
Formed
1932
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
23
Volunteers
64

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change beneficial interest in assets held by greater milwaukee foundation 84,991.”

Financial Statement Notes

PART V, LINE 4:

“The organization intends to use the endowment draws for operating expenses as intended by the donors.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest in assets held by greater milwaukee foundation 84,991. Investment fees -25,010.”

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IRS990/ActivityOrMissionDesc0WE CONDUCT IMPARTIAL PUBLIC POLICY RESEARCH AND ANALYSIS TO DRIVE INFORMED DEBATE AND EFFECTIVE DECISION-MAKING IN THE STATE OF WISCONSIN.AS WISCONSIN'S MOST RESPECTED NONPARTISAN POLICY RESEARCH ORGANIZATION, WE AIM TO IMPROVE THE QUALITY OF GOVERNMENT DECISION-MAKING IN WISCONSIN. WE BRING TO LIGHT NEW KNOWLEDGE ON ISSUES IMPORTANT TO STATE GOVERNMENT, LOCAL GOVERNMENT, SCHOOLS, METRO MILWAUKEE, AND WISCONSIN'S ECONOMY. WE PROVIDE IMPARTIAL DATA AND ANALYSIS THAT WILL ALLOW GOVERNMENT LEADERS AND THE PUBLIC TO CONSIDER ALL SIDES OF CRITICAL POLICY ISSUES. WE CREATE AN EFFECTIVE, VISIBLE PLATFORM TO EDUCATE AND INFORM POLICY MAKERS, CIVIC AND BUSINESS LEADERS, THE MEDIA, AND OTHERS.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,590,575
Liabilities
$110,407
Net assets
$6,480,168
Revenue
$1,654,019
Expenses
$1,606,298
Net income
$47,721
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
2019Detailed filing. Detailed filing data is available for this year.$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
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. 2019 filings • 501(c)3 • $5M-$10M nonprofits