Civic Intelligence

Northwest Regional Builders Exchange Inc

990 • Fiscal year 2017 • EIN 39-0865065

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

2228 N Hillcrest PkwyAltoona, WI 54720

(715) 834-2934

Siviq Scores

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

Liabilities / Assets

46th percentile

0.05x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.15x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

30%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$43,053

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

15%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$677,636

Up $64,880 (+11%) from 2016

Net Assets

Up

$641,005

Up $71,714 (+13%) from 2016

Liabilities

Down

$36,631

Down $6,834 (-16%) from 2016

Revenue

Up

$241,683

Up $32,079 (+15%) from 2016

Expenses

Down

$169,969

Down $4,636 (-2.7%) from 2016

Net Income

Up

$71,714

Up $36,715 (+105%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $456,450Liabilities 2011: $41,209Net Assets 2011: $415,2412011Assets 2012: $491,655Liabilities 2012: $36,445Net Assets 2012: $455,2102012Assets 2013: $550,596Liabilities 2013: $37,664Net Assets 2013: $512,9322013Assets 2014: $575,002Liabilities 2014: $37,504Net Assets 2014: $537,4982014Assets 2015: $575,155Liabilities 2015: $40,863Net Assets 2015: $534,2922015Assets 2016: $612,756Liabilities 2016: $43,465Net Assets 2016: $569,2912016Assets 2017: $677,636Liabilities 2017: $36,631Net Assets 2017: $641,0052017Assets 2018: $625,132Liabilities 2018: $29,978Net Assets 2018: $595,1542018Assets 2019: $695,253Liabilities 2019: $29,486Net Assets 2019: $665,7672019Assets 2020: $748,177Liabilities 2020: $24,516Net Assets 2020: $723,6612020Assets 2021: $812,075Liabilities 2021: $24,093Net Assets 2021: $787,9822021Assets 2022: $680,984Liabilities 2022: $35,982Net Assets 2022: $645,0022022Assets 2023: $750,720Liabilities 2023: $38,007Net Assets 2023: $712,7132023

Highlighted filing

2017

Assets$677,636
Liabilities$36,631
Net Assets$641,005

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $189,495Expenses 2011: $177,995Net Income 2011: $11,5002011Expenses 2012: $169,4622012Revenue 2013: $221,880Expenses 2013: $164,158Net Income 2013: $57,7222013Revenue 2014: $198,947Expenses 2014: $174,381Net Income 2014: $24,5662014Revenue 2015: $172,556Expenses 2015: $175,762Net Income 2015: -$3,2062015Revenue 2016: $209,604Expenses 2016: $174,605Net Income 2016: $34,9992016Revenue 2017: $241,683Expenses 2017: $169,969Net Income 2017: $71,7142017Revenue 2018: $135,861Expenses 2018: $181,712Net Income 2018: -$45,8512018Revenue 2019: $252,559Expenses 2019: $181,946Net Income 2019: $70,6132019Revenue 2020: $236,120Expenses 2020: $178,226Net Income 2020: $57,8942020Revenue 2021: $249,555Expenses 2021: $185,234Net Income 2021: $64,3212021Revenue 2022: $54,533Expenses 2022: $197,513Net Income 2022: -$142,9802022Revenue 2023: $286,914Expenses 2023: $219,203Net Income 2023: $67,7112023

Highlighted filing

2017

Revenue$241,683
Expenses$169,969
Net Income$71,714
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Gross Receipts
$241,683
Mission and Program Overview

Mission

To cultivate and maintain relationships with social and business interests as well as to provide a location in which members can create, print, and inspect building plans and specifications.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$569,291$641,005▲ $71,714
Investments Other Securities$482,523$562,045▲ $79,522
Savings and Temporary Cash Investments$91,239$72,080▼ $19,159
Cash and Non-Interest-Bearing Accounts$23,020$24,601▲ $1,581
Land, Buildings, and Equipment, Net$13,361$16,297▲ $2,936
Prepaid Expenses and Deferred Charges$1,903$1,903→ $0
Inventories for Sale or Use$710$710→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$612,756$677,636▲ $64,880
Liabilities
Deferred Revenue$39,353$32,759▼ $6,594
Other Liabilities$2,863$3,095▲ $232
Accounts Payable and Accrued Expenses$1,249$777▼ $472
Total Liabilities$43,465$36,631▼ $6,834
Net Assets / Fund Balance
Total Net Assets Fund Balance$569,291$641,005▲ $71,714
Total Liabilities and Net Assets / Fund Balance$612,756$677,636▲ $64,880

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,297$77,612$93,909
Other Securities$562,045--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dawn BloomExecutive DirectorFT$41,822$1,231$43,053
Barb HellandAssistant DirectorFT$31,856$938$32,794

Board Members and Trustees

NameTitle
Jeff MohrPresident
Mike HansonVice President
Bret MerrillDirector
Jeff OlsonDirector
Jeff WittDirector
Jim BunkelmanDirector
Tim SullivanDirector
Randy SchenkSecretary
Dean GriffithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$140,399
Investment Income
$80,047
Other Revenue
$21,237
Change in Net Assets
$71,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$90,121
Other Expenses$79,848
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$73,678
Occupancy---$25,498
Office Expenses---$8,491
Other Salaries and Wages---$7,929
Payroll Taxes---$6,346
Depreciation Depletion---$5,677
All Other Expenses---$5,640
Advertising---$2,351
Other Employee Benefits---$2,168
Other Expenses---$2,033
Insurance---$1,359
Total Functional Expenses$0$0$0$169,969
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
Payroll Liabilities$2,423
Retirement Payable$484
Sales Tax Payable$188
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 president and board review form 990 before it is signed and filed.

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

The board approves the wages of the staff including the executive director and assistant executive director.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
NORTHWEST REGIONAL BUILDER'S EXCHANGE
EIN
39-0865065
Phone
7158342934
Address
2228 N HILLCREST PKWY, ALTOONA, WI 54720

Signing Officer

Name
Jeff Mohr
Title
President
Phone
7158342934
Signed
2018-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Mohr
Formed
1954
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
10

Preparer

Firm
Wipfli Llp
Address
3703 OAKWOOD HILLS PKWY, EAU CLAIRE, WI 54701
Preparer
Brian Bohman CPA
Phone
7158323407
Raw XML Appendix386 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0209604
IRS990/ReconcilationRevenueExpnssAmt071714
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt060888
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0569291
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0641005
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091239
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072080
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt016297
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077612
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt093909
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02423
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2484
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RETIREMENT PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0562045
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016297
IRS990ScheduleD/TotalBookValueSecuritiesAmt0562045
IRS990ScheduleD/TotalLiabilityAmt03095
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND BOARD REVIEW FORM 990 BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD APPROVES THE WAGES OF THE STAFF INCLUDING THE EXECUTIVE DIRECTOR AND ASSISTANT EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0612756
IRS990/TotalAssetsEOYAmt0677636
IRS990/TotalAssetsGrp/BOYAmt0612756
IRS990/TotalAssetsGrp/EOYAmt0677636
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169969
IRS990/TotalGrossUBIAmt0135114
IRS990/TotalLiabilitiesBOYAmt043465
IRS990/TotalLiabilitiesEOYAmt036631
IRS990/TotalLiabilitiesGrp/BOYAmt043465
IRS990/TotalLiabilitiesGrp/EOYAmt036631
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0569291
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0641005
IRS990/TotalOtherCompensationAmt02169
IRS990/TotalProgramServiceRevenueAmt0140399
IRS990/TotalReportableCompFromOrgAmt073678
IRS990/TotalRevenueGrp/ExclusionAmt0526
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0241683
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0135114
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0612756
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0677636
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02228 N HILLCREST PKWY
IRS990/USAddress/CityNm0ALTOONA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054720
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF MOHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07158342934
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWEST REGIONAL BUILDER'S EXCHANGE
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0390865065
ReturnHeader/Filer/PhoneNum07158342934
ReturnHeader/Filer/USAddress/AddressLine1Txt02228 N HILLCREST PKWY
ReturnHeader/Filer/USAddress/CityNm0ALTOONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054720
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E680A28C2A6C371FEC355B422DAFF1BDCA3C5F0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.86.94.170
ReturnHeader/FilingSecurityInformation/IPDt02018-04-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:24:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03703 OAKWOOD HILLS PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158323407
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN BOHMAN CPA
ReturnHeader/ReturnTs02018-05-11T14:43:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.38$7.13$2.87$2.19$0.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$0.36$6.45$0.55$1.98$1.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.12$0.24$7.88$2.50$1.85$0.64
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.48$0.25$7.24$2.36$1.78$0.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.29$6.66$2.53$1.82$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.30$5.95$1.36$1.82$0.46
2017Detailed filing. Detailed filing data is available for this year.$6.78$0.37$6.41$2.42$1.70$0.72
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.43$5.69$2.10$1.75$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.75$0.41$5.34$1.73$1.76$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.75$0.38$5.37$1.99$1.74$0.25
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.51$0.38$5.13$2.22$1.64$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.36$4.55$1.69
2011Summary only. Only limited summary data is available for this year.$4.56$0.41$4.15$1.89$1.78$0.12