Civic Intelligence

Wbd Inc.

990 • Fiscal year 2024 • EIN 39-1400466

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 07, 2025

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

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.56x

Higher debt load relative to revenue than 71% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$413,473

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

8.6%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$20,723,212

Up $3,938,457 (+23%) from 2023

Net Assets

Up

$15,187,411

Up $2,695,581 (+22%) from 2023

Liabilities

Up

$5,535,801

Up $1,242,876 (+29%) from 2023

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin65th percentile

Revenue

Up

$9,918,745

Up $784,865 (+8.6%) from 2023

Expenses

Up

$8,688,638

Up $475,343 (+5.8%) from 2023

Net Income

Up

$1,230,107

Up $309,522 (+34%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2024

Assets$20,723,212
Liabilities$5,535,801
Net Assets$15,187,411
Open 2024 Filing

Operations Trend

Revenue Growth52nd 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

2024

Revenue$9,918,745
Expenses$8,688,638
Net Income$1,230,107
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 7, 2025
Return Version
2023v6.0
Gross Receipts
$12,225,977
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$9,249,535$12,367,745▲ $3,118,210
Savings and Temporary Cash Investments$3,517,662$3,420,379▼ $97,283
Accounts Receivable$2,492,005$2,959,475▲ $467,470
Cash and Non-Interest-Bearing Accounts$223,216$425,686▲ $202,470
Land, Buildings, and Equipment, Net$50,111$206,065▲ $155,954
Investments Other Securities$469,806$197,831▼ $271,975
Prepaid Expenses and Deferred Charges$111,731$166,841▲ $55,110
Other Notes and Loans Receivable, Net$56,907$31,068▼ $25,839
Total Assets$16,784,755$20,723,212▲ $3,938,457
Other Assets Total$613,782$948,122▲ $334,340
Liabilities
Accounts Payable and Accrued Expenses$2,380,905$3,090,650▲ $709,745
Other Liabilities$1,900,020$2,434,826▲ $534,806
Deferred Revenue$12,000$10,325▼ $1,675
Total Liabilities$4,292,925$5,535,801▲ $1,242,876
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,491,830$15,187,411▲ $2,695,581
Total Net Assets Fund Balance$12,491,830$15,187,411▲ $2,695,581
Total Liabilities and Net Assets / Fund Balance$16,784,755$20,723,212▲ $3,938,457

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$66,149$337,168$403,317
Other Land Buildings$62,279$60,111$122,390
Leasehold Improvements$77,637$8,648$86,285
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan SchneiderCorporate Executive OfficerFT$247,933$165,540$413,473
Wenda RoycraftSenior VP & Corp Credit OfficerFT$207,135$125,292$332,427
Jason MonnettSenior VP & Senior LenderFT$178,460$96,145$274,605
Stephen KohlVP & Loan OfficerFT$140,879$108,527$249,406
Marcie MahutaSenior VP of Finance & AdminFT$147,621$92,869$240,490
Lance WalterSenior VP Marketing & CommunicationsFT$140,187$91,689$231,876
Nicholas DrewsenVP & Loan OfficerFT$145,078$67,990$213,068
Randal KyleSenior VP-chief Operating OfficerFT$96,154-$96,154
William MitchellDirector-$8,950-$8,950
Craig AderholdDirector-$4,250-$4,250
Steven PetersonDirector-$3,850-$3,850
Patrick SchlossChair-$3,550-$3,550
Barbara LamueSecretary-$2,800-$2,800
David BorchardtVice Chair-$2,250-$2,250
Dave ProvancherDirector-$1,850-$1,850
Thomas MewsDirector-$1,350-$1,350
Pam ChristensonDirector-$1,200-$1,200

Board Members and Trustees

NameTitle
Shawn WellnitzDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Stafford Rosenbaum LLPAttorney FeesPO BOX 1784, Madison, WI 53701$248,624
Geck Duea & Olson PllcAttorney Fees4770 WHITE BEAR PKWY SUITE 100, White Bear Lake, MN 55110$190,419
Wipfli LLPAccounting And It ServicesPO BOX 8700, Madison, WI 53713$175,897
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,160,477
Investment Income
$743,793
Other Revenue
$14,475
Change in Net Assets
$1,230,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,951,076
Other Expenses$1,488,753
Grants and Similar Amounts Paid$248,809
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,841,379$852,009-$4,693,388
Current Officers, Directors, Trustees, and Key Employees$767,832$170,304-$938,136
Pension Plan Contributions$438,246$97,202-$535,448
Office Expenses$362,246$85,922-$448,168
Other Employee Benefits$353,088$78,314-$431,402
Payroll Taxes$288,675$64,027-$352,702
Occupancy$246,435$54,660-$301,095
Grants to Domestic Orgs$248,809--$248,809
Advertising$141,376$31,357-$172,733
Conferences and Meetings$114,348$27,196-$141,544
Fees for Services Other-$74,466-$74,466
Travel$48,207$10,692-$58,899
Insurance$47,087$10,444-$57,531
Fees for Service Investment Mgmnt Fees-$52,251-$52,251
All Other Expenses$32,076$7,114-$39,190
Depreciation Depletion$28,402$6,300-$34,702
Fees for Services Accounting-$23,985-$23,985
Other Expenses$16,609$3,685-$20,294
Fees for Services Legal-$2,900-$2,900
Total Functional Expenses$7,035,810$1,652,828$0$8,688,638
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Duluth Area Chamber FoundationDuluth, MN501(c)(3)Support of the Workforce Fund That Provides Assistance in Removing Barriers to Employment$50,000
For-m Foundation IncMilwaukee, WI501(c)(6)Supporting a Number of Ai Programs Designed to Help Businesses Begin to Plan and Take Advantage of Ai in Manufacturing$50,000
Hmong American PartnershipSaint Paul, MN501(c)(3)Supporting the Build Out of a New Intake Stytem to Better Connect Clients With a Full Array of Services at Hap$50,000
Middleton Chamber of Commerce Foundation IncMiddleton, WI501(c)(3)Supporting the Building of an Interface With Mission Workforce Alliance to Aid Chambers Across Wi in Connecting With Vets Leaving Active Service$50,000
Wi Small Business Development Center at Uw MadisonMadison, WIGovernmentSUPPORTING THE BUSINESS ACCOUNTING AND PROJECTION CLINIC'S LAUNCH OF A NEW BEGINNERS GUIDE TO FINANCIAL PROJECTIONS SELF GUIDED CLASS$25,000
New North IncGreen Bay, WI501(c)(3)Sponsorship of Regional Business Pitch Contests$18,000
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$1,539,871
Operating Lease Liabilities$894,955
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
Randal Kyle
Title
Sr VP-chief Operating Officer
Phone
6088190390
Signed
2025-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Schneider
Formed
1981
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
10
Employees
57
Volunteers
47

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 768 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02380905
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03090650
IRS990/AccountsReceivableGrp/BOYAmt02492005
IRS990/AccountsReceivableGrp/EOYAmt02959475
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ASSIST SMALL BUSINESSES TO OBTAIN CAPITAL FROM THE SBA TO SUPPORT JOB CREATION AND RETENTION.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt031357
IRS990/AdvertisingGrp/ProgramServicesAmt0141376
IRS990/AdvertisingGrp/TotalAmt0172733
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07114
IRS990/AllOtherExpensesGrp/ProgramServicesAmt032076
IRS990/AllOtherExpensesGrp/TotalAmt039190
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0RANDAL KYLE
IRS990/BooksInCareOfDetail/PhoneNum06088190390
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05202 EASTPARK BOULEVARD SUITE 109
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053718
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0223216
IRS990/CashNonInterestBearingGrp/EOYAmt0425686
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0170304
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0767832
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0938136
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt027196
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0114348
IRS990/ConferencesMeetingsGrp/TotalAmt0141544
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0248624
IRS990/ContractorCompensationGrp/CompensationAmt1190419
IRS990/ContractorCompensationGrp/CompensationAmt2175897
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 1784
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt14770 WHITE BEAR PKWY SUITE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 8700
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WHITE BEAR LAKE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053701
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd253713
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0STAFFORD ROSENBAUM LLP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1GECK DUEA & OLSON PLLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2WIPFLI LLP
IRS990/ContractorCompensationGrp/ServicesDesc0ATTORNEY FEES
IRS990/ContractorCompensationGrp/ServicesDesc1ATTORNEY FEES
IRS990/ContractorCompensationGrp/ServicesDesc2ACCOUNTING AND IT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0248809
IRS990/CYInvestmentIncomeAmt0743793
IRS990/CYOtherExpensesAmt01488753
IRS990/CYOtherRevenueAmt014475
IRS990/CYProgramServiceRevenueAmt09160477
IRS990/CYRevenuesLessExpensesAmt01230107
IRS990/CYSalariesCompEmpBnftPaidAmt06951076
IRS990/CYTotalExpensesAmt08688638
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09918745
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt012000
IRS990/DeferredRevenueGrp/EOYAmt010325
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06300
IRS990/DepreciationDepletionGrp/ProgramServicesAmt028402
IRS990/DepreciationDepletionGrp/TotalAmt034702
IRS990/Desc0WBD, INC. WAS FORMED TO ASSIST SMALL BUSINESSES IN GAINING ACCESS TO CAPITAL 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 SEPTEMBER 30,2024, WBD'S SBA 504 PORTFOLIO INCLUDED 1,701 LOANS TOTALING $1,019,860,129. DURING THE REPORTING PERIOD, 164 NEW LOANS WERE AUTHORIZED FOR OVER $175 MILLION AS A PART OF PROJECTS TOTALING OVER $506 MILLION. THESE PROJECTS ARE PROJECTED TO CREATE AN ADDITIONAL 981 JOBS. SINCE 1981 WBD HAS HELPED CREATE MORE THAN 76,481 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. WBD CURRENTLY PROVIDES ACCESS TO FINANCING FOR THOUSANDS OF BUSINESSES THROUGHOUT WISCONSIN, MINNESOTA, AND SERVES WISCONSIN-BORDER AREAS IN THE UPPER PENINSULA OF MICHIGAN. 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 59- 7(A) LOANS VALUED AT OVER $28 MILLION. THESE LOANS SUPPORTED THE CREATION OF 228 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt057
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07035810
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023985
IRS990/FeesForServicesAccountingGrp/TotalAmt023985
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02900
IRS990/FeesForServicesLegalGrp/TotalAmt02900
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt074466
IRS990/FeesForServicesOtherGrp/TotalAmt074466
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt052251
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt052251
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt036914
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1214033
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1329710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1418951
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1510491
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1629217
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1724161
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK SCHLOSS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID BORCHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm3BARBARA LAMUE
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE PROVANCHER
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS MEWS
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVEN PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8PAM CHRISTENSON
IRS990/Form990PartVIISectionAGrp/PersonNm9SHAWN WELLNITZ
IRS990/Form990PartVIISectionAGrp/PersonNm10CRAIG ADERHOLD
IRS990/Form990PartVIISectionAGrp/PersonNm11RANDAL KYLE
IRS990/Form990PartVIISectionAGrp/PersonNm12WENDA ROYCRAFT
IRS990/Form990PartVIISectionAGrp/PersonNm13STEPHEN KOHL
IRS990/Form990PartVIISectionAGrp/PersonNm14JASON MONNETT
IRS990/Form990PartVIISectionAGrp/PersonNm15NICHOLAS DREWSEN
IRS990/Form990PartVIISectionAGrp/PersonNm16LANCE WALTER
IRS990/Form990PartVIISectionAGrp/PersonNm17MARCIE MAHUTA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0376559
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt48950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt51850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt73850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt81200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt104250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1196154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12318394
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13219696
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14255654
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15202577
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16202659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17216329
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
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/TitleTxt11SENIOR VP-CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR VP & CORP CREDIT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP & LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR VP & SENIOR LENDER
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP & LOAN OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SENIOR VP MARKETING & COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR VP OF FINANCE & ADMIN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt020502
IRS990/GainOrLossGrp/SecuritiesAmt0240891
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0248809
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0248809
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0248809
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt020502
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02548123
IRS990/GrossReceiptsAmt012225977
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010444
IRS990/InsuranceGrp/ProgramServicesAmt047087
IRS990/InsuranceGrp/TotalAmt057531
IRS990/InvestmentIncomeGrp/ExclusionAmt0482400
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0482400
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0469806
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0197831
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09249535
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012367745
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0405927
IRS990/LandBldgEquipBasisNetGrp/BOYAmt050111
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0206065
IRS990/LandBldgEquipCostOrOtherBssAmt0611992
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02307232
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt014475
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt014475
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/NetAssetsOrFundBalancesBOYAmt012491830
IRS990/NetAssetsOrFundBalancesEOYAmt015187411
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0261393
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0261393
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01465474
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012491830
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015187411
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt054660
IRS990/OccupancyGrp/ProgramServicesAmt0246435
IRS990/OccupancyGrp/TotalAmt0301095
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt085922
IRS990/OfficeExpensesGrp/ProgramServicesAmt0362246
IRS990/OfficeExpensesGrp/TotalAmt0448168
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0613782
IRS990/OtherAssetsTotalGrp/EOYAmt0948122
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt078314
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0353088
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0431402
IRS990/OtherExpensesGrp/Desc0CREDIT LOSSES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03685
IRS990/OtherExpensesGrp/ProgramServicesAmt060995
IRS990/OtherExpensesGrp/ProgramServicesAmt116609
IRS990/OtherExpensesGrp/TotalAmt060995
IRS990/OtherExpensesGrp/TotalAmt120294
IRS990/OtherLiabilitiesGrp/BOYAmt01900020
IRS990/OtherLiabilitiesGrp/EOYAmt02434826
IRS990/OtherRevenueTotalAmt014475
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0852009
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03841379
IRS990/OtherSalariesAndWagesGrp/TotalAmt04693388
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt056907
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt031068
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt064027
IRS990/PayrollTaxesGrp/ProgramServicesAmt0288675
IRS990/PayrollTaxesGrp/TotalAmt0352702
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt097202
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0438246
IRS990/PensionPlanContributionsGrp/TotalAmt0535448
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0111731
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0166841
IRS990/PrincipalOfficerNm0DAN SCHNEIDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522291
IRS990/ProgramServiceRevenueGrp/BusinessCd2522291
IRS990/ProgramServiceRevenueGrp/BusinessCd3522291
IRS990/ProgramServiceRevenueGrp/Desc0FEES FROM LENDING ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1FLOAT INTEREST EARNED
IRS990/ProgramServiceRevenueGrp/Desc2LENDER SERVICES & TRAININGS
IRS990/ProgramServiceRevenueGrp/Desc3ASSUMPTION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07822248
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11185532
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2133109
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt319588
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07822248
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11185532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2133109
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt319588
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0367970
IRS990/PYInvestmentIncomeAmt0411506
IRS990/PYOtherExpensesAmt01496902
IRS990/PYOtherRevenueAmt021725
IRS990/PYProgramServiceRevenueAmt08700649
IRS990/PYRevenuesLessExpensesAmt0920585
IRS990/PYSalariesCompEmpBnftPaidAmt06348423
IRS990/PYTotalExpensesAmt08213295
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09133880
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01230107
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09160477
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03517662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03420379
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0482400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0386950

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,723,212
Liabilities
$5,535,801
Net assets
$15,187,411
Revenue
$9,918,745
Expenses
$8,688,638
Net income
$1,230,107
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
2024Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $10M-$25M nonprofits