Civic Intelligence

Wbd Inc.

990 • Fiscal year 2020 • EIN 39-1400466

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 22, 2021

Organization ProfileWWW.WBD.ORG

View Organization Page

4618 South Biltmore LaneMadison, WI 53718

(608) 819-0390

Siviq Scores

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

Liabilities / Assets

50th percentile

0.22x

Higher debt load relative to assets than 50% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.33x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

60th percentile

8.2%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$325,550

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

74th percentile

20%

Faster asset growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

8.4%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$11,220,211

Up $1,843,137 (+20%) from 2019

Net Assets

Up

$8,742,248

Up $1,206,115 (+16%) from 2019

Liabilities

Up

$2,477,963

Up $637,022 (+35%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin60th percentile

Revenue

Up

$7,624,156

Up $588,346 (+8.4%) from 2019

Expenses

Up

$6,997,440

Up $1,140,671 (+19%) from 2019

Net Income

Down

$626,716

Down $552,325 (-47%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$30M$20M$10M$0Assets 2010: $3,812,214Liabilities 2010: $880,684Net Assets 2010: $2,931,5302010Assets 2011: $4,075,095Liabilities 2011: $871,353Net Assets 2011: $3,203,7422011Assets 2012: $8,267,961Liabilities 2012: $3,926,969Net Assets 2012: $4,340,9922012Assets 2013: $8,290,762Liabilities 2013: $3,709,520Net Assets 2013: $4,581,2422013Assets 2014: $7,059,124Liabilities 2014: $3,807,835Net Assets 2014: $3,251,2892014Assets 2015: $7,453,393Liabilities 2015: $3,994,823Net Assets 2015: $3,458,5702015Assets 2016: $5,995,190Liabilities 2016: $1,829,510Net Assets 2016: $4,165,6802016Assets 2017: $7,239,642Liabilities 2017: $2,037,390Net Assets 2017: $5,202,2522017Assets 2018: $7,771,141Liabilities 2018: $1,575,641Net Assets 2018: $6,195,5002018Assets 2019: $9,377,074Liabilities 2019: $1,840,941Net Assets 2019: $7,536,1332019Assets 2020: $11,220,211Liabilities 2020: $2,477,963Net Assets 2020: $8,742,2482020Assets 2021: $14,427,798Liabilities 2021: $3,241,653Net Assets 2021: $11,186,1452021Assets 2022: $14,868,892Liabilities 2022: $3,932,894Net Assets 2022: $10,935,9982022Assets 2023: $16,784,755Liabilities 2023: $4,292,925Net Assets 2023: $12,491,8302023Assets 2024: $20,723,212Liabilities 2024: $5,535,801Net Assets 2024: $15,187,4112024Assets 2025: $22,957,192Liabilities 2025: $6,421,505Net Assets 2025: $16,535,6872025

Highlighted filing

2020

Assets$11,220,211
Liabilities$2,477,963
Net Assets$8,742,248
Open 2020 Filing

Operations Trend

Revenue Growth63rd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,867,1762010Expenses 2011: $5,195,1912011Expenses 2012: $5,959,4902012Revenue 2013: $6,707,012Expenses 2013: $6,549,882Net Income 2013: $157,1302013Revenue 2014: $5,778,409Expenses 2014: $6,691,764Net Income 2014: -$913,3552014Revenue 2015: $5,816,589Expenses 2015: $5,784,011Net Income 2015: $32,5782015Revenue 2016: $6,681,720Expenses 2016: $5,974,610Net Income 2016: $707,1102016Revenue 2017: $6,802,725Expenses 2017: $5,913,064Net Income 2017: $889,6612017Revenue 2018: $6,790,715Expenses 2018: $5,991,162Net Income 2018: $799,5532018Revenue 2019: $7,035,810Expenses 2019: $5,856,769Net Income 2019: $1,179,0412019Revenue 2020: $7,624,156Expenses 2020: $6,997,440Net Income 2020: $626,7162020Revenue 2021: $8,753,222Expenses 2021: $7,262,941Net Income 2021: $1,490,2812021Revenue 2022: $9,399,155Expenses 2022: $8,330,067Net Income 2022: $1,069,0882022Revenue 2023: $9,133,880Expenses 2023: $8,213,295Net Income 2023: $920,5852023Revenue 2024: $9,918,745Expenses 2024: $8,688,638Net Income 2024: $1,230,1072024Revenue 2025: $10,393,230Expenses 2025: $9,662,981Net Income 2025: $730,2492025

Highlighted filing

2020

Revenue$7,624,156
Expenses$6,997,440
Net Income$626,716
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 22, 2021
Return Version
2019v5.2
Gross Receipts
$7,631,354
Mission and Program Overview

Mission

Wbd is a business finance resource that provides the knowledge, services and access to capital needed to create jobs, grow businesses and build communities.

Business finance resource that provides the knowledge, services and access to capital needed to create jobs, grow businessess and build communities. Our most significant activity is generating sba 504 loans for small businesses that create and retain jobs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,313,345$5,823,007▲ $1,509,662
Savings and Temporary Cash Investments$2,453,839$3,318,840▲ $865,001
Accounts Receivable$679,251$818,448▲ $139,197
Cash and Non-Interest-Bearing Accounts$1,048,361$668,412▼ $379,949
Other Notes and Loans Receivable, Net$277,126$213,308▼ $63,818
Land, Buildings, and Equipment, Net$169,693$185,039▲ $15,346
Prepaid Expenses and Deferred Charges$185,000$161,878▼ $23,122
Total Assets$9,377,074$11,220,211▲ $1,843,137
Other Assets Total$250,459$31,279▼ $219,180
Liabilities
Accounts Payable and Accrued Expenses$1,035,355$1,790,058▲ $754,703
Other Liabilities$791,636$668,512▼ $123,124
Deferred Revenue$13,950$19,393▲ $5,443
Total Liabilities$1,840,941$2,477,963▲ $637,022
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,536,133$8,742,248▲ $1,206,115
Total Net Assets Fund Balance$7,536,133$8,742,248▲ $1,206,115
Total Liabilities and Net Assets / Fund Balance$9,377,074$11,220,211▲ $1,843,137

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$168,101$381,593$549,694
Leasehold Improvements$16,938$16,989$33,927
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan SchneiderPresident & CEOFT$215,250$110,300$325,550
Randal KyleExecutive VP & COOFT$180,056$97,722$277,778
Wenda RoycraftSenior VP & Chief Credit OfficerFT$170,837$64,311$235,148
Stephen KohlVP & Loan OfficerFT$109,223$80,477$189,700
Jason MonnettSenior VP & Senior LenderFT$144,575$40,093$184,668
Nicholas DrewsenVP & Loan OfficerFT$98,244$53,437$151,681
Lance WalterVP & Loan OfficerFT$136,859$6,767$143,626
Marcie MahutaVP of FinanceFT$126,120$13,359$139,479
Tim SchneiderDirector-$3,700-$3,700
Steve PetersonDirector-$3,650-$3,650
Kim KindschiSecretary-$3,600-$3,600
Bill MitchellChairman-$3,550-$3,550
Patrick SchlossDirector-$3,550-$3,550
Dave ProvancherDirector-$2,850-$2,850
Tom MewsDirector-$1,550-$1,550
Craig AderholdDirector-$1,250-$1,250
Pam ChristensonDirector-$1,100-$1,100
Debra ClementsDirector (thru Nov)-$600-$600

Board Members and Trustees

NameTitle
Barb LamueDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Stafford Rosenbaum LLPLegal ServicesPO BOX 1784, Madison, WI 53701$273,781
Wipfli LLPAccounting And It ServicesPO BOX 8700, Madison, WI 53713$227,741
Law Firm Of Conway Olejniczak & JerryLegal ServicesPO BOX 23200, Green Bay, WI 54305$158,771
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,446,090
Investment Income
$168,266
Other Revenue
$9,800
Change in Net Assets
$626,716

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,624,156
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$320,114
Total Revenue per Audited Statements
$7,944,270
Total Revenue per Form 990
$7,624,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,413,519
Other Expenses$1,177,298
Grants and Similar Amounts Paid$406,623
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,002,235$747,889-$3,750,124
Current Officers, Directors, Trustees, and Key Employees$693,580$170,686-$864,266
Grants to Domestic Orgs$406,623--$406,623
Office Expenses$188,167$143,149-$331,316
Occupancy$261,832$64,437-$326,269
Other Employee Benefits$228,460$64,350-$292,810
Payroll Taxes$230,166$57,144-$287,310
Pension Plan Contributions$181,738$37,271-$219,009
Advertising$77,138$19,038-$96,176
Depreciation Depletion$61,004$15,013-$76,017
Conferences and Meetings$51,849$13,160-$65,009
Insurance$36,853$9,069-$45,922
Travel$36,107$8,886-$44,993
Fees for Services Other$25,875$10,948-$36,823
Fees for Service Investment Mgmnt Fees-$31,823-$31,823
Fees for Services Accounting$16,376$4,124-$20,500
Other Expenses$10,801$2,679-$13,480
All Other Expenses$6,406--$6,406
Interest$3,059$775-$3,834
Fees for Services Legal-$3,581-$3,581
Total Functional Expenses$5,593,418$1,404,022$0$6,997,440

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,997,440
Expenses per Audited Statements$6,965,617
Total Expenses per Audited Statements$6,965,617
Expenses Not Reported on Financial Statements$31,823
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northeast Entrepreneur Fund IncDuluth, MN501(c)3Loan Capital to Small Business That Create and Retain Jobs in Rural Counties of Wi and Mn$150,000
Wisconsin Economic Development Association IncMadison, WI501(c)6Support Cra Network$150,000
WISCONSIN WOMEN'S BUSINESS INITIATIVE CORPMilwaukee, WI501(c)3FUNDING OF LOAN LOSS RESERVE THAT LEVERAGES WWBIC'S ABILITY TO PROVIDE SMALL BUSINESS LOANS, SUPPORT KIVA GREATER MADISON PROJECT$90,000
New North IncGreen Bay, WI501(c)3Funding to Support a Regional Plan for Increasing Diversity and Retention of People of Color$10,000
Wisconsin Rural PartnersEdgerton, WI501(c)3Support Annual Meeting$5,000
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Application Deposits$668,512
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organization made the following changes to its bylaws during the year: 1. Updated the number of voting members of the board of directors 2. Updated the board of directors duties”

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

“A draft of form 990 is reviewed by the executive vice president & coo. A final draft of form 990 provided to all members of the audit & finance committee for review and to the board of directors for final approval. The completed form 990 is posted to the secure portion of the organization's website.”

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

“Employee signed acknowledgments stating understanding of the policy are collected annually. Board and committee members abstain from voting on an issue if there is a conflict or perceived conflict. U.s. Small business administration regulatory compliance require the organization to report conflicts of interest. Directors respond to a survey that inquires about other board participation and involvement. Those board responses are reviewed to assure policy compliance.”

Form 990, Part VI, Section B, Line 15

“The board of directors are responsible for setting the compensation of the president and chief executive officer. A periodic market survey is conducted through use of a labor consultant and used when reviewing executive compensation. The compensation of the other members of the executive management team is reviewed and set by the president and chief executive officer. The board, through approval of the overall operating budget, reviews and approves all compensation and bonus payments.”

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
Wbd Inc
EIN
39-1400466
Phone
6088190390
Address
4618 SOUTH BILTMORE LANE, MADISON, WI 53718

Signing Officer

Name
Marcie Mahuta
Title
SVP Finance & Admin.
Phone
6088190390
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Schneider
Formed
1981
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
51
Volunteers
30

Preparer

Firm
Wipfli Llp
Address
PO BOX 8700, MADISON, WI 53708-8700
Preparer
Jean Christensen
Phone
6082741980
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net assets/equity distrubution 227,462.”

Financial Statement Notes

PART X, LINE 2:

“Financial accounting standards require an organization to determine whether it's more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. There are no recorded assets or liabilities related to uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment expenses -31,823.”

Raw XML AppendixShowing 400 of 829 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/ActivityOrMissionDesc0BUSINESS FINANCE RESOURCE THAT PROVIDES THE KNOWLEDGE, SERVICES AND ACCESS TO CAPITAL NEEDED TO CREATE JOBS, GROW BUSINESSESS AND BUILD COMMUNITIES. OUR MOST SIGNIFICANT ACTIVITY IS GENERATING SBA 504 LOANS FOR SMALL BUSINESSES THAT CREATE AND RETAIN JOBS.
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IRS990/Desc0WBD, INC. WAS FORMED TO ASSIST SMALL BUSINESSES IN GAINING ACCESS TO CAPITAL IN ORDER TO GROW THEIR BUSINESSES, PROVIDE JOB OPPORTUNITIES, AND INSPIRE THEIR COMMUNITIES.THE CORNERSTONE OF WBD'S SUCCESS IS THE DELIVERY OF THE SBA 504 PRODUCT. SOLD NATIONWIDE EXCLUSIVELY BY NOT-FOR-PROFIT CERTIFIED DEVELOPMENT COMPANIES (CDC), THE SBA 504 LOAN FULFILLS THE U.S. SMALL BUSINESS ADMINISTRATION'S (SBA) PUBLIC POLICY OBJECTIVE TO SUPPORT SMALL BUSINESSES AND CREATE JOBS IN OUR COMMUNITIES THROUGH LONG-TERM, FIXED RATE FINANCING. AT 9/30/20, THE SBA 504 PORTFOLIO INCLUDED 1,477 LOANS TOTALING $790,487,459. DURING THE REPORTING PERIOD, 210 LOANS TOTALING $154,373,360 WERE FUNDED; WHICH CREATED OR RETAINED 1,612 JOBS. SINCE 1981, WBD HAS HELPED FUND OVER 3,000 BUSINESSES IN WISCONSIN, EASTERN MINNESOTA, AND UPPER MICHIGAN; CREATED MORE THAN 69,000 JOBS; AND PRODUCED PROJECTS IN 71 OF 72 WISCONSIN COUNTIES. THIS PAST YEAR, WBD IS THE 7TH LARGEST PRODUCER OUT OF THE 203 CDCS IN THE U.S. WBD PARTICIPATED IN PROJECTS WITH OVER 103 WISCONSIN LENDERS AND SERVED AS AN INTEGRAL HUB IN EVERY PROJECT. ADDITIONALLY, WBD BRIDGED THE CONSTANT NEED FOR ACCESS TO CAPITAL MARKETS WHILE KEEPING THE INTERESTS OF THE LENDER, THE SBA, AND MORE IMPORTANTLY THE SMALL BUSINESS AT THE FOREFRONT. THROUGH OUR WBD SERVICE COMPANY, LLC AFFILIATE, WE PROVIDE OUTSOURCED SERVICES OF TRAINING, CONSULTING AND LOAN PACKAGING TO FINANCIAL INSTITUTIONS AND NON-BANK COMMUNITY DEVELOPMENT LENDERS FOR THE SBA GOVERNMENT SPONSORED LENDING PROGRAMS. THESE PROGRAMS PROVIDE SMALL BUSINESSES WITH A MORE FLEXIBLE ACCESS TO CAPITAL SOLUTION THAN CONVENTIONAL FINANCING. WDB'S EXPERTISE WITH THE SBA 7(A) AND COMMUNITY REINVESTMENT FUND PROGRAMS, ALONG WITH OTHER NATIONAL, STATE, AND LOCAL PROGRAMS, DELIVERS VALUE FOR PROJECTS THAT NEED MORE THAN FIXED ASSET FINANCING AVAILABLE THROUGH OUR CORE SBA 504 LOAN PROGRAM. THE 7(A) PROGRAM PROVIDES SBA FUNDING FOR PROJECTS UP TO $5,000,000 WITH LOAN GUARANTEES OF UP TO $3,750,000 FOR BUSINESS START-UPS, EXPANSIONS, ACQUISITIONS, FIXED ASSETS, AND OPERATIONAL EXPENSES. DURING THE REPORTING PERIOD, 39 TYPE 7(A) LOANS WERE PACKAGED BY WBD. THESE LOANS SUPPORTED THE CREATION OR RETENTION OF 247 JOBS AND MORE THAN $35,695,600 MILLION OF TOTAL PROJECT VALUES. THROUGH OUR PARTNERSHIP WITH VARIOUS COMMUNITY DEVELOPMENT AND MINORITY CHAMBER ORGANIZATIONS, WBD SERVICE COMPANY OFFERS LOAN SERVICING AND BACK OFFICE SUPPORT ENHANCING THE AGENCIES' ABILITIES TO DELIVER THE SERVICES THEY PROVIDE. THESE AGENCIES INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: HMONG CHAMBER OF COMMERCE, AFRICAN AMERICAN CHAMBER OF COMMERCE, AND FIRST AMERICAN CAPITAL CORPORATION.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt211208
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt323138
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt413735
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/PersonNm1RANDAL KYLE
IRS990/Form990PartVIISectionAGrp/PersonNm2WENDA ROYCRAFT
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN KOHL
IRS990/Form990PartVIISectionAGrp/PersonNm4JASON MONNETT
IRS990/Form990PartVIISectionAGrp/PersonNm5NICHOLAS DREWSEN
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IRS990/Form990PartVIISectionAGrp/PersonNm7MARCIE MAHUTA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6136859
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2SENIOR VP & CHIEF CREDIT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP & LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR VP & SENIOR LENDER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP & LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP & LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (THRU NOV)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/GainOrLossGrp/SecuritiesAmt01064
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossAmountSalesAssetsGrp/OtherAmt010000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01570
IRS990/GrossReceiptsAmt07631354
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IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09069
IRS990/InsuranceGrp/ProgramServicesAmt036853
IRS990/InsuranceGrp/TotalAmt045922
IRS990/InterestGrp/ManagementAndGeneralAmt0775
IRS990/InterestGrp/ProgramServicesAmt03059
IRS990/InterestGrp/TotalAmt03834
IRS990/InvestmentIncomeGrp/ExclusionAmt0163894
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163894
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04313345
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05823007
IRS990/IRPDocumentCnt047
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0398582
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0169693
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0185039
IRS990/LandBldgEquipCostOrOtherBssAmt0583621
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt06692
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0506
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt09800
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt09800
IRS990/MissionDesc0PRACTICAL ASSISTANCE TO ENCOURAGE THE DEVELOPMENT OF DESIRABLE INDUSTRIES, PROJECTS & BUSINESS CONCERNS, PARTICULARLY THE RETENTION, GROWTH & EXPANSION OF SMALL BUSINESS CONCERNS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07536133
IRS990/NetAssetsOrFundBalancesEOYAmt08742248
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04372
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04372
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0351937
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07536133
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08742248
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt064437
IRS990/OccupancyGrp/ProgramServicesAmt0261832
IRS990/OccupancyGrp/TotalAmt0326269
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0143149
IRS990/OfficeExpensesGrp/ProgramServicesAmt0188167
IRS990/OfficeExpensesGrp/TotalAmt0331316
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064350
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0228460
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0292810
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02679
IRS990/OtherExpensesGrp/ProgramServicesAmt075149
IRS990/OtherExpensesGrp/ProgramServicesAmt110801
IRS990/OtherExpensesGrp/TotalAmt075149
IRS990/OtherExpensesGrp/TotalAmt113480
IRS990/OtherLiabilitiesGrp/BOYAmt0791636
IRS990/OtherLiabilitiesGrp/EOYAmt0668512
IRS990/OtherRevenueTotalAmt09800
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03002235
IRS990/OtherSalariesAndWagesGrp/TotalAmt03750124
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0213308
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IRS990/ProgramServiceRevenueGrp/BusinessCd1522291
IRS990/ProgramServiceRevenueGrp/BusinessCd2522291
IRS990/ProgramServiceRevenueGrp/Desc0FEES FROM LENDING ACTI
IRS990/ProgramServiceRevenueGrp/Desc1LENDER SERVICES & TRAI
IRS990/ProgramServiceRevenueGrp/Desc2FLOAT INTEREST EARNED
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1522216
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2270910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06652964
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1522216
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2270910
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0140000
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt098341
IRS990/PYOtherExpensesAmt01192538
IRS990/PYOtherRevenueAmt023276
IRS990/PYProgramServiceRevenueAmt06774193
IRS990/PYRevenuesLessExpensesAmt01179041
IRS990/PYSalariesCompEmpBnftPaidAmt04559387
IRS990/PYTotalExpensesAmt05856769
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07035810
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0626716
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07446090
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02453839

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,220,211
Liabilities
$2,477,963
Net assets
$8,742,248
Revenue
$7,624,156
Expenses
$6,997,440
Net income
$626,716
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.0$6.42$16.5$10.4$9.66$0.73
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$5.54$15.2$9.92$8.69$1.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$4.29$12.5$9.13$8.21$0.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$3.93$10.9$9.40$8.33$1.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$3.24$11.2$8.75$7.26$1.49
2020Detailed filing. Detailed filing data is available for this year.$11.2$2.48$8.74$7.62$7.00$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.38$1.84$7.54$7.04$5.86$1.18
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$1.58$6.20$6.79$5.99$0.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.24$2.04$5.20$6.80$5.91$0.89
2016Summary only. Only limited summary data is available for this year.$6.00$1.83$4.17$6.68$5.97$0.71
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.45$3.99$3.46$5.82$5.78$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$3.81$3.25$5.78$6.69$0.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$3.71$4.58$6.71$6.55$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.27$3.93$4.34$5.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.87$3.20$5.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.88$2.93$4.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $10M-$25M nonprofits