Civic Intelligence

Wisconsin Insurance Plan

990 • Fiscal year 2020 • EIN 39-1125929

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 18, 2021

Organization ProfileWWW.WISINSPLAN.COM

View Organization Page

600 W Virginia St No 101Milwaukee, WI 53204

(414) 291-5353

Siviq Scores

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

Liabilities / Assets

91st percentile

0.63x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.78x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-35%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$146,254

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-8.1%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$3,194,991

Down $486,349 (-13%) from 2019

Net Assets

Down

$1,176,657

Down $651,097 (-36%) from 2019

Liabilities

Up

$2,018,334

Up $164,748 (+8.9%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin6th percentile

Revenue

Down

$2,603,597

Down $228,122 (-8.1%) from 2019

Expenses

Up

$3,502,750

Up $953,992 (+37%) from 2019

Net Income

Down

-$899,153

Down $1,182,114 (-418%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$10M$5.0M$0Assets 2011: $1,872,103Liabilities 2011: $1,426,858Net Assets 2011: $445,2452011Assets 2012: $1,698,042Liabilities 2012: $1,468,934Net Assets 2012: $229,1082012Assets 2013: $2,040,541Liabilities 2013: $1,929,786Net Assets 2013: $110,7552013Assets 2014: $4,313,146Liabilities 2014: $2,421,344Net Assets 2014: $1,891,8022014Assets 2015: $4,501,298Liabilities 2015: $2,531,717Net Assets 2015: $1,969,5812015Assets 2016: $4,396,737Liabilities 2016: $2,286,826Net Assets 2016: $2,109,9112016Assets 2017: $3,722,102Liabilities 2017: $1,981,042Net Assets 2017: $1,741,0602017Assets 2018: $3,433,207Liabilities 2018: $2,017,017Net Assets 2018: $1,416,1902018Assets 2019: $3,681,340Liabilities 2019: $1,853,586Net Assets 2019: $1,827,7542019Assets 2020: $3,194,991Liabilities 2020: $2,018,334Net Assets 2020: $1,176,6572020Assets 2021: $2,649,304Liabilities 2021: $1,948,962Net Assets 2021: $700,3422021Assets 2022: $1,768,609Liabilities 2022: $1,624,472Net Assets 2022: $144,1372022Assets 2023: $6,298,743Liabilities 2023: $1,819,264Net Assets 2023: $4,479,4792023Assets 2024: $8,197,219Liabilities 2024: $3,025,411Net Assets 2024: $5,171,8082024

Highlighted filing

2020

Assets$3,194,991
Liabilities$2,018,334
Net Assets$1,176,657
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,978,270Expenses 2011: $2,461,283Net Income 2011: -$483,0132011Revenue 2012: $1,737,048Expenses 2012: $1,929,783Net Income 2012: -$192,7352012Revenue 2013: $2,697,727Expenses 2013: $2,877,453Net Income 2013: -$179,7262013Revenue 2014: $5,621,486Expenses 2014: $3,839,465Net Income 2014: $1,782,0212014Revenue 2015: $3,358,758Expenses 2015: $3,286,182Net Income 2015: $72,5762015Revenue 2016: $3,544,317Expenses 2016: $3,204,011Net Income 2016: $340,3062016Revenue 2017: $3,237,607Expenses 2017: $3,356,687Net Income 2017: -$119,0802017Revenue 2018: $2,892,458Expenses 2018: $3,124,348Net Income 2018: -$231,8902018Revenue 2019: $2,831,719Expenses 2019: $2,548,758Net Income 2019: $282,9612019Revenue 2020: $2,603,597Expenses 2020: $3,502,750Net Income 2020: -$899,1532020Revenue 2021: $2,503,844Expenses 2021: $2,954,211Net Income 2021: -$450,3672021Revenue 2022: $2,330,505Expenses 2022: $2,898,666Net Income 2022: -$568,1612022Revenue 2023: $7,656,859Expenses 2023: $3,190,169Net Income 2023: $4,466,6902023Revenue 2024: $3,782,247Expenses 2024: $3,103,458Net Income 2024: $678,7892024

Highlighted filing

2020

Revenue$2,603,597
Expenses$3,502,750
Net Income-$899,153
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 18, 2021
Return Version
2020v4.1
Gross Receipts
$2,603,597
Mission and Program Overview

Mission

Wisconsin insurance plan is wisconsin's fair plan or residual property insurer. The plan was created by state statute to provide basic property insurance on certain properties rejected for coverage by other insurers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,624,727$2,630,262▲ $5,535
Rtn Earn Endowment Incm Other Fnds$1,827,754$1,176,657▼ $651,097
Accounts Receivable$373,677$347,726▼ $25,951
Cash and Non-Interest-Bearing Accounts$673,340$203,514▼ $469,826
Land, Buildings, and Equipment, Net$9,596$13,489▲ $3,893
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,681,340$3,194,991▼ $486,349
Liabilities
Other Liabilities$1,798,232$1,979,608▲ $181,376
Accounts Payable and Accrued Expenses$55,354$38,726▼ $16,628
Total Liabilities$1,853,586$2,018,334▲ $164,748
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,827,754$1,176,657▼ $651,097
Total Liabilities and Net Assets / Fund Balance$3,681,340$3,194,991▼ $486,349

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,489$36,438$49,927
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kate CartagenaPlan ManagerFT$115,930$30,324$146,254

Board Members and Trustees

NameTitle
Janet DettmannChair of Board
Matt MekemsonVice Chair
Patrick J MacgillisAgent Representative
Andrew SloateInsurer Representative
Jared HuntemannInsurer Representative
TIMOTHY O'BRIENInsurer Representative
Monica HaleOci-liasion
Roger FringsOci-liasion
John RothschildPublic Member
Phoebe WilliamsPublic Member
Trena BondPublic Member
Brian BreestWisconsin Insurance Allian
Jonathan SchulzWisconsin Insurance Allian
Natalie Brunson-wheelerWisconsin Insurance Allian
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,590,797
Investment Income
$5,535
Other Revenue
$7,265
Change in Net Assets
$-899,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,603,432
Revenue Not Reported on Financial Statements
$165
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$165
Total Revenue per Audited Statements
$2,603,432
Total Revenue per Form 990
$2,603,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,013,472
Salaries, Compensation, and Employee Benefits$489,278
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$229,989
Depreciation Depletion---$184,430
Current Officers, Directors, Trustees, and Key Employees---$146,254
All Other Expenses---$133,806
Other Employee Benefits---$70,248
Other Expenses---$69,517
Information Technology---$69,228
Office Expenses---$69,149
Occupancy---$45,921
Fees for Services Accounting---$26,585
Payroll Taxes---$26,484
Pension Plan Contributions---$16,303
Insurance---$11,798
Advertising---$649
Fees for Services Legal---$424
Fees for Services Other---$240
Conferences and Meetings---$96
Travel---$46
Total Functional Expenses$0$0$0$3,502,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,502,750
Expenses per Audited Statements$3,502,585
Total Expenses per Audited Statements$3,502,585
Expenses Not Reported on Financial Statements$165
Other Expense Adjustments$165
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Premium Reserve$1,312,849
Loss Reserves$600,000
Advance Premium Liability$43,124
Loss Adjustment Expense$13,242
Escheat Liability$10,393
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Illinois fair plan handles claim management and data processing duties.”

Form 990, Part VI, Section A, Line 6

“Wisconsin insurance plan is an association created by state charter. Property casualty insurance companies licensed to do business in wisconsin can be assessed based on their annual premiums to cover wisconsin insurance plan's losses and can appoint members to wisconsin insurance plan's board of directors.”

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

“Wisconsin insurance plan is an association created by state charter. Property casualty insurance companies licensed to do business in wisconsin can be assesssed based on their annual premiums to cover wisconsin insurance plan's losses and can appoint members to wisconsin insurance plan's board of directors.”

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

“990 prepared by an independent certified public accountant is reviewed by the plan manager before signing the form.”

Form 990, Part VI, Section B, Line 12C

“Employees are required to complete a conflict of interest form annually.”

Form 990, Part VI, Section C, Line 18

“The organization will provide copies of the documents upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents are part of the wisconsin administrative code. Financial statments are furnished to the state office of the commissioner of insurance. The documents, statements and conflict of interest statements are available for public inspection at the plan's office.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Insurance Plan
EIN
39-1125929
Phone
4142915353
Address
600 W VIRGINIA ST NO 101, MILWAUKEE, WI 53204

Signing Officer

Name
Kate Cartagena
Title
Plan Manager
Phone
4142915353
Signed
2021-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Cartagena
Formed
1968
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
6
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in non-admitted assets 248,056.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Negative expense recategorized as income 165.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Negative expense recategorized as income 165.”

Raw XML AppendixShowing 400 of 415 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/IRPDocumentCnt097
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036438
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09596
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013489
IRS990/LandBldgEquipCostOrOtherBssAmt049927
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WISCONSIN INSURANCE PLAN IS WISCONSIN'S FAIR PLAN OR RESIDUAL PROPERTY INSURER. THE PLAN WAS CREATED BY STATE STATUTE TO PROVIDE BASIC PROPERTY INSURANCE ON CERTAIN PROPERTIES REJECTED FOR COVERAGE BY OTHER INSURERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01827754
IRS990/NetAssetsOrFundBalancesEOYAmt01176657
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt045921
IRS990/OfficeExpensesGrp/TotalAmt069149
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0248056
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070248
IRS990/OtherExpensesGrp/Desc0INCURRED LOSSES
IRS990/OtherExpensesGrp/Desc1COMMISSIONS
IRS990/OtherExpensesGrp/Desc2CLAIM ADJUSTMENT EXPENS
IRS990/OtherExpensesGrp/Desc3CHANGE IN PENSION COSTS
IRS990/OtherExpensesGrp/TotalAmt02022824
IRS990/OtherExpensesGrp/TotalAmt1251267
IRS990/OtherExpensesGrp/TotalAmt2127492
IRS990/OtherExpensesGrp/TotalAmt369517
IRS990/OtherLiabilitiesGrp/BOYAmt01798232
IRS990/OtherLiabilitiesGrp/EOYAmt01979608
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07265
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07265
IRS990/OtherRevenueTotalAmt07265
IRS990/OtherSalariesAndWagesGrp/TotalAmt0229989
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt026484
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt016303
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATE CARTAGENA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0524126
IRS990/ProgramServiceRevenueGrp/Desc0PREMIUMS EARNED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02590797
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02590797
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026025
IRS990/PYOtherExpensesAmt02051594
IRS990/PYOtherRevenueAmt087791
IRS990/PYProgramServiceRevenueAmt02717903
IRS990/PYRevenuesLessExpensesAmt0282961
IRS990/PYSalariesCompEmpBnftPaidAmt0497164
IRS990/PYTotalExpensesAmt02548758
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02831719
IRS990/ReconcilationRevenueExpnssAmt0-899153
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01827754
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01176657
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02624727
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02630262
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0165
IRS990ScheduleD/ExpensesSubtotalAmt03502585
IRS990ScheduleD/OtherExpensesNotIncludedAmt0165
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013489
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036438
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049927
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0600000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21312849
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt343124
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt410393
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOSS RESERVES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOSS ADJUSTMENT EXPENSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2UNEARNED PREMIUM RESERVE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ADVANCE PREMIUM LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ESCHEAT LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0165
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0165
IRS990ScheduleD/RevenueSubtotalAmt02603432
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NEGATIVE EXPENSE RECATEGORIZED AS INCOME 165.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NEGATIVE EXPENSE RECATEGORIZED AS INCOME 165.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013489
IRS990ScheduleD/TotalExpensesPerForm990Amt03502750
IRS990ScheduleD/TotalLiabilityAmt01979608
IRS990ScheduleD/TotalRevenuePerForm990Amt02603597
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02603432
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03502585
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ILLINOIS FAIR PLAN HANDLES CLAIM MANAGEMENT AND DATA PROCESSING DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WISCONSIN INSURANCE PLAN IS AN ASSOCIATION CREATED BY STATE CHARTER. PROPERTY CASUALTY INSURANCE COMPANIES LICENSED TO DO BUSINESS IN WISCONSIN CAN BE ASSESSED BASED ON THEIR ANNUAL PREMIUMS TO COVER WISCONSIN INSURANCE PLAN'S LOSSES AND CAN APPOINT MEMBERS TO WISCONSIN INSURANCE PLAN'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WISCONSIN INSURANCE PLAN IS AN ASSOCIATION CREATED BY STATE CHARTER. PROPERTY CASUALTY INSURANCE COMPANIES LICENSED TO DO BUSINESS IN WISCONSIN CAN BE ASSESSSED BASED ON THEIR ANNUAL PREMIUMS TO COVER WISCONSIN INSURANCE PLAN'S LOSSES AND CAN APPOINT MEMBERS TO WISCONSIN INSURANCE PLAN'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT IS REVIEWED BY THE PLAN MANAGER BEFORE SIGNING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION WILL PROVIDE COPIES OF THE DOCUMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE PART OF THE WISCONSIN ADMINISTRATIVE CODE. FINANCIAL STATMENTS ARE FURNISHED TO THE STATE OFFICE OF THE COMMISSIONER OF INSURANCE. THE DOCUMENTS, STATEMENTS AND CONFLICT OF INTEREST STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PLAN'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CHANGE IN NON-ADMITTED ASSETS 248,056.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03681340
IRS990/TotalAssetsEOYAmt03194991
IRS990/TotalAssetsGrp/BOYAmt03681340
IRS990/TotalAssetsGrp/EOYAmt03194991
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt03502750
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01853586
IRS990/TotalLiabilitiesEOYAmt02018334
IRS990/TotalLiabilitiesGrp/BOYAmt01853586
IRS990/TotalLiabilitiesGrp/EOYAmt02018334
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01827754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01176657
IRS990/TotalOtherCompensationAmt030324
IRS990/TotalProgramServiceRevenueAmt02590797
IRS990/TotalReportableCompFromOrgAmt0115930
IRS990/TotalRevenueGrp/ExclusionAmt05535
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02598062
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02603597
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03681340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03194991
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt046
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0600 W VIRGINIA ST NO 101
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053204
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.WISINSPLAN.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE CARTAGENA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142915353
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN INSURANCE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391125929
ReturnHeader/Filer/PhoneNum04142915353
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 W VIRGINIA ST NO 101
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053204
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,194,991
Liabilities
$2,018,334
Net assets
$1,176,657
Revenue
$2,603,597
Expenses
$3,502,750
Net income
-$899,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.20$3.03$5.17$3.78$3.10$0.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$1.82$4.48$7.66$3.19$4.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$1.62$0.14$2.33$2.90$0.57
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.65$1.95$0.70$2.50$2.95$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.19$2.02$1.18$2.60$3.50$0.90
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$1.85$1.83$2.83$2.55$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$2.02$1.42$2.89$3.12$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$1.98$1.74$3.24$3.36$0.12
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$2.29$2.11$3.54$3.20$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$2.53$1.97$3.36$3.29$0.07
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$2.42$1.89$5.62$3.84$1.78
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.04$1.93$0.11$2.70$2.88$0.18
2012Summary only. Only limited summary data is available for this year.$1.70$1.47$0.23$1.74$1.93$0.19
2011Summary only. Only limited summary data is available for this year.$1.87$1.43$0.45$1.98$2.46$0.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • $1M-$5M nonprofits