Civic Intelligence

Wbd Inc.

990 • Fiscal year 2023 • EIN 39-1400466

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 28, 2024

Organization ProfileWWW.WBD.ORG

View Organization Page

5202 Eastpark Boulevard 109Madison, WI 53718

(608) 819-0390

Siviq Scores

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

Liabilities / Assets

58th percentile

0.26x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.47x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

90th percentile

$473,529

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-2.8%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$16,784,755

Up $1,915,863 (+13%) from 2022

Net Assets

Up

$12,491,830

Up $1,555,832 (+14%) from 2022

Liabilities

Up

$4,292,925

Up $360,031 (+9.2%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin63rd percentile

Revenue

Down

$9,133,880

Down $265,275 (-2.8%) from 2022

Expenses

Down

$8,213,295

Down $116,772 (-1.4%) from 2022

Net Income

Down

$920,585

Down $148,503 (-14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2023

Assets$16,784,755
Liabilities$4,292,925
Net Assets$12,491,830
Open 2023 Filing

Operations Trend

Revenue Growth33rd 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

2023

Revenue$9,133,880
Expenses$8,213,295
Net Income$920,585
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 28, 2024
Return Version
2022v5.0
Gross Receipts
$11,122,034
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.

Assist small businesses to obtain capital from the sba to support job creation and retention.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,383,241$9,249,535▲ $1,866,294
Savings and Temporary Cash Investments$4,217,947$3,517,662▼ $700,285
Accounts Receivable$2,004,322$2,492,005▲ $487,683
Investments Other Securities$617,801$469,806▼ $147,995
Cash and Non-Interest-Bearing Accounts$310,558$223,216▼ $87,342
Prepaid Expenses and Deferred Charges$82,782$111,731▲ $28,949
Other Notes and Loans Receivable, Net$104,147$56,907▼ $47,240
Land, Buildings, and Equipment, Net$87,931$50,111▼ $37,820
Total Assets$14,868,892$16,784,755▲ $1,915,863
Other Assets Total$60,163$613,782▲ $553,619
Liabilities
Accounts Payable and Accrued Expenses$2,663,575$2,380,905▼ $282,670
Other Liabilities$1,254,144$1,900,020▲ $645,876
Deferred Revenue$15,175$12,000▼ $3,175
Total Liabilities$3,932,894$4,292,925▲ $360,031
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,935,998$12,491,830▲ $1,555,832
Total Net Assets Fund Balance$10,935,998$12,491,830▲ $1,555,832
Total Liabilities and Net Assets / Fund Balance$14,868,892$16,784,755▲ $1,915,863

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$50,111$347,731$397,842
Other Land Buildings$0$53,750$53,750
Leasehold Improvements$0$2,676$2,676
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan SchneiderCorporate Executive OfficerFT$246,400$227,129$473,529
Wenda RoycraftSenior VP & Corp Credit OfficerFT$195,462$142,783$338,245
Jason MonnettSenior VP & Senior LenderFT$170,462$142,051$312,513
Stephen KohlVP & Loan OfficerFT$128,845$164,293$293,138
Lance WalterSenior VP Marketing & CommunicationsFT$141,346$128,203$269,549
Marcie MahutaSenior VP of Finance & AdminFT$148,462$112,115$260,577
Nicholas DrewsenVP & Loan OfficerFT$126,731$123,049$249,780
Randal KyleDirector of Governance & CompliancePT$108,705-$108,705
Craig AderholdChair-$4,188-$4,188
William MitchellDirector-$3,550-$3,550
Steven PetersonDirector-$3,500-$3,500
Patrick SchlossVice Chair-$3,450-$3,450
Barbara LamueSecretary-$2,900-$2,900
Timothy SchneiderDirector-$2,563-$2,563
Thomas MewsDirector-$2,050-$2,050
Dave ProvancherDirector-$2,000-$2,000
David BorchardtDirector-$1,950-$1,950
Pam ChristensonDirector-$700-$700

Board Members and Trustees

NameTitle
Shawn WellnitzDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Stafford Rosenbaum LLPAttorney FeesPO BOX 1784, Madison, WI 53701$266,837
Geck Duea & Olson PllcAttorney Fees4770 WHITE BEAR PKWY SUITE 100, White Bear Lake, MN 55110$211,532
Wipfli LLPAccounting And It ServicesPO BOX 8700, Madison, WI 53713$164,267
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,700,649
Investment Income
$411,506
Other Revenue
$21,725
Change in Net Assets
$920,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,348,423
Other Expenses$1,496,902
Grants and Similar Amounts Paid$367,970
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,655,824$733,535-$4,389,359
Current Officers, Directors, Trustees, and Key Employees$743,328$149,147-$892,475
Other Employee Benefits$359,087$72,050-$431,137
Office Expenses$322,249$70,337-$392,586
Grants to Domestic Orgs$367,970--$367,970
Occupancy$291,240$58,436-$349,676
Payroll Taxes$282,288$56,641-$338,929
Pension Plan Contributions$246,969$49,554-$296,523
Advertising$104,873$21,043-$125,916
Conferences and Meetings$95,594$19,181-$114,775
Fees for Services Other-$69,361-$69,361
Insurance$49,207$9,873-$59,080
Travel$45,457$9,235-$54,692
Fees for Service Investment Mgmnt Fees-$46,002-$46,002
Depreciation Depletion$29,522$5,924-$35,446
Fees for Services Accounting-$28,034-$28,034
Other Expenses$14,360$2,881-$17,241
All Other Expenses$5,739$1,151-$6,890
Fees for Services Legal-$4,763-$4,763
Total Functional Expenses$6,806,147$1,407,148$0$8,213,295
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Friendly WorkplacesWoodville, WI501(c)(3)Support the General Operations So They May Continue to Grow Its Network.$0
For-m Foundation IncMilwaukee, WI501(c)(6)Support 10 Week Program to Provide Early Stage Companies With Opportunities for Learning and Mentorship to Grow Their Businesses$0
Latino Academy of Workforce DevelopmentMadison, WI501(c)(3)Support a More Accessible Truck Driving Training Program to Provde Cdl Credentials and Address the Need for Transportation Workers$0
New North IncGreen Bay, WI501(c)(3)Create Six Entrepreneurial Pitch Contests in Partnership With Nine County Economic Development Corporations$0
Progress LakeshoreManitowoc, WI501(c)(6)Support a Feasibility Study on Operating a Tech Incubator in Manitowoc County, Wi$0
Red Letter GrantEau Claire, WI501(c)(3)Providing Start-up Capital Grants to Women Entrepreneuers and Fund Part-time Program Director.$0
Salute the Troops IncFond Du Lac, WI501(c)(3)Fund a Seven-week Veteren-only Small Business Accelerator, Mentorship and Grant Program.$0
Wisconsin Economic Development Association IncMadison, WI501(c)(6)Provide Employee and Contractor Costs, Scholarship, Website Upgrade, and Explore and Match New Public Grants$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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Application Deposits$1,344,422
Operating Lease Liabilities$555,598
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
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 B, Line 11B

“A draft of form 990 is reviewed by the senior vp of finance & admin. 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 acknowledgements 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 adminstration 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 corporate 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 corporate executive officer. The board, through approval of the overall operating budget, reviews and approves 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
5202 EASTPARK BOULEVARD 109, MADISON, WI 53718

Signing Officer

Name
Marcie Mahuta
Title
Senior VP of Finance & Admin
Phone
6088190390
Signed
2024-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Schneider
Formed
1981
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
63
Volunteers
43

Preparer

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

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.”

Raw XML AppendixShowing 400 of 797 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/Desc0WBD, INC. WAS FORMED TO ASSIST SMALL BUSINESSES IN GAINING ACCESS TO CAPITAL IN ORDER TO GROW THEIR BUSINESSES, CREATE JOBS, AND BUILD 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 9/30/23, WBD'S SBA 504 PORTFOLIO INCLUDED 1,677 LOANS TOTALING $1,002,110,087. DURING THE REPORTING PERIOD 173 NEW LOANS WERE AUTHORIZED FOR OVER $161 MILLION AS A PART OF PROJECTS TOTALING OVER $453 MILLION. THESE PROJECTS ARE PROJECTED TO CREATE AN ADDITIONAL 1,469 JOBS. WBD CURRENTLY PROVIDES ACCESS TO FINANCING FOR THOUSANDS OF BUSINESSES THROUGHOUT WISCONSIN, HAS RECENTLY EXPANDED FROM 14 COUNTIES IN MINNESOTA (LARGELY THE TWIN CITIES AREA) TO THE FULL STATE OF MINNESOTA ON 9/7/23, AND SERVES WISCONSIN-BORDER AREAS IN THE UPPER PENINSULA OF MICHIGAN. SINCE 1981 WBD HAS HELPED CREATE MORE THAN 75,500 JOBS. THIS PAST YEAR, WBD RANKED AS THE 10TH MOST ACTIVE CDC IN THE NATION, BASED ON NUMBER OF 504 LOANS APPROVED OUT OF ROUGHLY 200 CDCS IN THE U.S. THROUGH OUR LLC AFFILIATE, WBD SERVICE COMPANY, LLC, WE PROVIDE OUTSOURCED SERVICES TO FINANCIAL INSTITUTIONS AND NON-BANK COMMUNITY DEVELOPMENT LENDERS FOR THE SBA GOVERNMENT SPONSORED LENDING PROGRAMS. THROUGH BOTH TRAINING AND OUTSOURCED SERVICES, WBD INCREASES PARTNER INSTITUTIONS' ABILITY TO ACCESS SBA PROGRAMS TO SERVE THEIR BUSINESS CLIENTS. WDB'S EXPERTISE WITH THE SBA 7(A) PROGRAM DELIVERS VALUE FOR PROJECTS THAT NEED MORE THAN FIXED ASSET FINANCING AVAILABLE THROUGH OUR CORE SBA 504 LOAN PROGRAM. DURING THE REPORTING PERIOD, WBD PACKAGED 42- 7(A) LOANS VALUED AT OVER $15 MILLION. THESE LOANS SUPPORTED THE CREATION OF 171 NEW JOBS. ADDITIONALLY, 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 WISCONSIN LATINO CHAMBER OF COMMERCE.
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IRS990/Form990PartVIISectionAGrp/PersonNm6DAVE PROVANCHER
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IRS990/Form990PartVIISectionAGrp/PersonNm17LANCE WALTER
IRS990/Form990PartVIISectionAGrp/PersonNm18MARCIE MAHUTA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12108705
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15262741
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16228413
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18210680
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CORPORATE EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF GOVERNANCE & COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR VP & CORP CREDIT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP & LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR VP & SENIOR LENDER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP & LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR VP MARKETING & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt18SENIOR VP OF FINANCE & ADMIN
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IRS990/FormationYr01981
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt031446
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0367970
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0367970
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0367970
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02012710
IRS990/GrossReceiptsAmt011122034
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09873
IRS990/InsuranceGrp/ProgramServicesAmt049207
IRS990/InsuranceGrp/TotalAmt059080
IRS990/InvestmentIncomeGrp/ExclusionAmt0386950
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0386950
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0617801
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0469806
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07383241
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09249535
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt087931
IRS990/LandBldgEquipBasisNetGrp/EOYAmt050111
IRS990/LandBldgEquipCostOrOtherBssAmt0454268
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt06890
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01981264
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt021725
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt021725
IRS990/MissionDesc0WBD IS A BUSINESS FINANCE RESOURCE THAT PROVIDES THE KNOWLEDGE, SERVICES AND ACCESS TO CAPITAL NEEDED TO CREATE JOBS, GROW BUSINESSES AND BUILD COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010935998
IRS990/NetAssetsOrFundBalancesEOYAmt012491830
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024556
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024556
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0635247
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010935998
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012491830
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt058436
IRS990/OccupancyGrp/ProgramServicesAmt0291240
IRS990/OccupancyGrp/TotalAmt0349676
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt070337
IRS990/OfficeExpensesGrp/ProgramServicesAmt0322249
IRS990/OfficeExpensesGrp/TotalAmt0392586
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060163
IRS990/OtherAssetsTotalGrp/EOYAmt0613782
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt072050
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0359087
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0431137
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt0192440
IRS990/OtherExpensesGrp/ProgramServicesAmt114360
IRS990/OtherExpensesGrp/TotalAmt0192440
IRS990/OtherExpensesGrp/TotalAmt117241
IRS990/OtherLiabilitiesGrp/BOYAmt01254144
IRS990/OtherLiabilitiesGrp/EOYAmt01900020
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0282288
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11045542
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11045542
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2149980
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IRS990/PYOtherExpensesAmt01355512
IRS990/PYOtherRevenueAmt038211
IRS990/PYProgramServiceRevenueAmt09303397
IRS990/PYRevenuesLessExpensesAmt01069088
IRS990/PYSalariesCompEmpBnftPaidAmt06572450
IRS990/PYTotalExpensesAmt08330067
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09399155
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08700649
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04217947
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03517662

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,784,755
Liabilities
$4,292,925
Net assets
$12,491,830
Revenue
$9,133,880
Expenses
$8,213,295
Net income
$920,585
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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