Civic Intelligence

Wisconsin Electrical Employees Health and Welfare Plan

990 • Fiscal year 2017 • EIN 39-1651543

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 23, 2018

Organization ProfileN/A

View Organization Page

2730 Dairy Drive Ste 101Madison, WI 53718

(608) 276-9111

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

57th percentile

$145,364

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

56th percentile

10%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

8.0%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$139,956,209

Up $12,989,110 (+10%) from 2016

Net Assets

Up

$139,370,818

Up $13,095,288 (+10%) from 2016

Liabilities

Down

$585,391

Down $106,178 (-15%) from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin72nd percentile

Revenue

Up

$61,447,749

Up $4,537,048 (+8.0%) from 2016

Expenses

Up

$53,498,135

Up $6,062,257 (+13%) from 2016

Net Income

Down

$7,949,614

Down $1,525,209 (-16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$300M$200M$100M$0Assets 2010: $77,470,866Liabilities 2010: $1,933,173Net Assets 2010: $75,537,6932010Assets 2011: $85,505,019Liabilities 2011: $936,516Net Assets 2011: $84,568,5032011Assets 2012: $92,665,612Liabilities 2012: $888,705Net Assets 2012: $91,776,9072012Assets 2013: $102,292,081Liabilities 2013: $675,932Net Assets 2013: $101,616,1492013Assets 2014: $111,703,755Liabilities 2014: $731,088Net Assets 2014: $110,972,6672014Assets 2015: $116,572,319Liabilities 2015: $571,551Net Assets 2015: $116,000,7682015Assets 2016: $126,967,099Liabilities 2016: $691,569Net Assets 2016: $126,275,5302016Assets 2017: $139,956,209Liabilities 2017: $585,391Net Assets 2017: $139,370,8182017Assets 2018: $142,794,964Liabilities 2018: $492,548Net Assets 2018: $142,302,4162018Assets 2019: $166,658,734Liabilities 2019: $471,567Net Assets 2019: $166,187,1672019Assets 2020: $194,530,338Liabilities 2020: $487,650Net Assets 2020: $194,042,6882020Assets 2021: $213,343,056Liabilities 2021: $572,658Net Assets 2021: $212,770,3982021Assets 2022: $187,157,092Liabilities 2022: $466,616Net Assets 2022: $186,690,4762022Assets 2023: $207,025,108Liabilities 2023: $473,566Net Assets 2023: $206,551,5422023Assets 2024: $227,426,295Liabilities 2024: $8,856,753Net Assets 2024: $218,569,5422024

Highlighted filing

2017

Assets$139,956,209
Liabilities$585,391
Net Assets$139,370,818
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

$150M$100M$50M$0Expenses 2010: $34,610,9072010Expenses 2011: $36,933,1232011Expenses 2012: $40,337,7762012Revenue 2013: $49,899,404Expenses 2013: $42,119,048Net Income 2013: $7,780,3562013Revenue 2014: $51,679,708Expenses 2014: $42,323,190Net Income 2014: $9,356,5182014Revenue 2015: $58,213,965Expenses 2015: $45,394,112Net Income 2015: $12,819,8532015Revenue 2016: $56,910,701Expenses 2016: $47,435,878Net Income 2016: $9,474,8232016Revenue 2017: $61,447,749Expenses 2017: $53,498,135Net Income 2017: $7,949,6142017Revenue 2018: $68,744,264Expenses 2018: $58,363,241Net Income 2018: $10,381,0232018Revenue 2019: $71,927,178Expenses 2019: $60,755,341Net Income 2019: $11,171,8372019Revenue 2020: $79,041,880Expenses 2020: $59,282,992Net Income 2020: $19,758,8882020Revenue 2021: $79,820,433Expenses 2021: $65,424,037Net Income 2021: $14,396,3962021Revenue 2022: $78,410,443Expenses 2022: $72,563,045Net Income 2022: $5,847,3982022Revenue 2023: $90,130,889Expenses 2023: $82,780,803Net Income 2023: $7,350,0862023Revenue 2024: $112,225,671Expenses 2024: $101,946,022Net Income 2024: $10,279,6492024

Highlighted filing

2017

Revenue$61,447,749
Expenses$53,498,135
Net Income$7,949,614
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 23, 2018
Return Version
2017v2.3
Gross Receipts
$73,478,245
Mission and Program Overview

Mission

Provide benefits to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$126,275,530$139,370,818▲ $13,095,288
Investments in Publicly Traded Securities$93,759,925$103,946,251▲ $10,186,326
Investments Other Securities$13,645,902$16,461,435▲ $2,815,533
Cash and Non-Interest-Bearing Accounts$12,959,853$11,824,759▼ $1,135,094
Accounts Receivable$4,748,165$5,988,746▲ $1,240,581
Land, Buildings, and Equipment, Net$1,458,150$1,413,564▼ $44,586
Savings and Temporary Cash Investments$395,104$321,454▼ $73,650
Total Assets$126,967,099$139,956,209▲ $12,989,110
Liabilities
Accounts Payable and Accrued Expenses$691,569$585,391▼ $106,178
Total Liabilities$691,569$585,391▼ $106,178
Net Assets / Fund Balance
Total Net Assets Fund Balance$126,275,530$139,370,818▲ $13,095,288
Total Liabilities and Net Assets / Fund Balance$126,967,099$139,956,209▲ $12,989,110

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,104,417$501,844$1,606,261
Land$293,648-$293,648
Equipment$15,499$227,771$243,270
Other Land Buildings-$69,241$69,241
Other Securities$16,461,435--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Art BishopTrust AdminiFT$118,283$27,081$145,364

Board Members and Trustees

NameTitle
Bob Van ErtTrustee
Chris GulbrandsonTrustee
Dan MurphyTrustee
Dean MillerTrustee
Don AllenTrustee
Greg YoungTrustee
Jim Eland IiTrustee
John DesensTrustee
John GerlachTrustee
LOYAL O'LEARYTrustee
Leo SokolikTrustee
Mark HadyTrustee
Mark LauerTrustee
Mike GrassyTrustee
Russ TimmersTrustee
Sean FrankTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross And Blue ShieldPreferred ProviPO BOX 30302-445, Atlanta, GA 30326-1039$1,340,940
Reinhart Boerner Van DuerenAttorneyPO BOX 2965, Milwaukee, WI 53201-2965$145,745
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,227,314
Investment Income
$4,128,590
Other Revenue
$91,845
Change in Net Assets
$7,949,614

Audited Revenue Reconciliation

Revenue per Audited Statements
$61,400,766
Revenue Not Reported on Financial Statements
$46,983
Revenue Not Reported on Form 990
$5,145,674
Total Revenue per Audited Statements
$66,546,440
Total Revenue per Form 990
$61,447,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,187,991
Salaries, Compensation, and Employee Benefits$776,061
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$50,534,083
Other Salaries and Wages---$410,504
Current Officers, Directors, Trustees, and Key Employees---$145,364
Payroll Taxes---$139,821
Pension Plan Contributions---$80,372
Other Expenses---$46,983
Depreciation Depletion---$44,586
Total Functional Expenses$0$0$0$53,498,135

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$53,498,135
Expenses per Audited Statements$53,451,152
Total Expenses per Audited Statements$53,451,152
Expenses Not Reported on Financial Statements$46,983
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Explanation: each participant of the organization is considered a member.”

Form 990, Page 6, Part VI, Line 7A

“Explanation: the trustees of the organization are elected by the members to represent the members of the organization.”

Form 990, Page 6, Part VI, Line 11B

“Explanation: the trust administrator and attorney review a draft of form 990 before it is filed. The return is not reviewed by the board of trustees.”

Form 990, Page 6, Part VI, Line 12C

“Each trustee has signed an agreement stating that he or she will act in accordance with the trust agreement.”

Form 990, Page 6, Part VI, Line 15A

“Explanation: compensation of the trust administrator is determined by the board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Documentation is available upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Electrical Employees
EIN
39-1651543
Phone
6082769111
Address
2730 DAIRY DRIVE STE 101, MADISON, WI 53718

Signing Officer

Name
Art Bishop
Title
Trust Administrator
Phone
6082769111
Signed
2018-07-23

Organization Details

Principal Officer
Art Bishop
Formed
1989
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
9

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
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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/InvestmentsOtherSecuritiesGrp/BOYAmt013645902
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016461435
IRS990/InvestmentsPubTradedSecGrp/BOYAmt093759925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0103946251
IRS990/IRPDocumentCnt01077
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt01413564
IRS990/LandBldgEquipCostOrOtherBssAmt02212420
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012030496
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE BENEFITS TO MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0126275530
IRS990/NetAssetsOrFundBalancesEOYAmt0139370818
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01858670
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01858670
IRS990/NetUnrlzdGainsLossesInvstAmt05145674
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/TotalAmt02096422
IRS990/OtherExpensesGrp/TotalAmt146983
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0RENTAL INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt087965
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13880
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt087965
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13880
IRS990/OtherRevenueTotalAmt091845
IRS990/OtherSalariesAndWagesGrp/TotalAmt0410504
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt0139821
IRS990/PensionPlanContributionsGrp/TotalAmt080372
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ART BISHOP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054442100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12785214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054442100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12785214
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt044430325
IRS990/PYInvestmentIncomeAmt03922210
IRS990/PYOtherExpensesAmt02241673
IRS990/PYOtherRevenueAmt074340
IRS990/PYProgramServiceRevenueAmt052914151
IRS990/PYRevenuesLessExpensesAmt09474823
IRS990/PYSalariesCompEmpBnftPaidAmt0763880
IRS990/PYTotalExpensesAmt047435878
IRS990/PYTotalRevenueAmt056910701
IRS990/ReconcilationRevenueExpnssAmt07949614
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0126275530
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0139370818
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0395104
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0321454
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01104417
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0501844
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01606261
IRS990ScheduleD/EquipmentGrp/BookValueAmt015499
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0227771
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0243270
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt046983
IRS990ScheduleD/ExpensesSubtotalAmt053451152
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt046983
IRS990ScheduleD/InvestmentExpensesNotIncldAmt046983
IRS990ScheduleD/LandGrp/BookValueAmt0293648
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0293648
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05145674
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069241
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069241
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt016461435
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AFL-CIO HOUSING INV TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt05145674
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt046983
IRS990ScheduleD/RevenueSubtotalAmt061400766
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01413564
IRS990ScheduleD/TotalBookValueSecuritiesAmt016461435
IRS990ScheduleD/TotalExpensesPerForm990Amt053498135
IRS990ScheduleD/TotalRevenuePerForm990Amt061447749
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066546440
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt053451152
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: THE TRUSTEES OF THE ORGANIZATION ARE ELECTED BY THE MEMBERS TO REPRESENT THE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: THE TRUST ADMINISTRATOR AND ATTORNEY REVIEW A DRAFT OF FORM 990 BEFORE IT IS FILED. THE RETURN IS NOT REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH TRUSTEE HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION: COMPENSATION OF THE TRUST ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0PART VII
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN ELECTRICAL (SEE PART VII)
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0264568574
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01466859
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PART VII
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0182985
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02730 DAIRY DRIVE NO 101
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0MADISON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd053718
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART I (A) CONTINUATION: WISCONSIN ELECTRICAL EMPLOYEES BENEFIT FUNDS, LLC PART I (B) CONTINUATION: HOLD AND LEASE PROPERTY AND PROVIDE ADMINISTRATIVE SERVICES PART I (F) CONTINUATION: WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0126967099
IRS990/TotalAssetsEOYAmt0139956209
IRS990/TotalAssetsGrp/BOYAmt0126967099
IRS990/TotalAssetsGrp/EOYAmt0139956209
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt09
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt053498135
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0691569
IRS990/TotalLiabilitiesEOYAmt0585391
IRS990/TotalLiabilitiesGrp/BOYAmt0691569
IRS990/TotalLiabilitiesGrp/EOYAmt0585391
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0126275530
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0139370818
IRS990/TotalOtherCompensationAmt027081
IRS990/TotalProgramServiceRevenueAmt057227314
IRS990/TotalReportableCompFromOrgAmt0118283
IRS990/TotalRevenueGrp/ExclusionAmt02269920
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059177829
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061447749
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0126967099
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0139956209
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02730 DAIRY DRIVE STE 101
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053718
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,956,209
Liabilities
$585,391
Net assets
$139,370,818
Revenue
$61,447,749
Expenses
$53,498,135
Net income
$7,949,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$227$8.86$219$112$102$10.3
2023Detailed filing. Detailed filing data is available for this year.$207$0.47$207$90.1$82.8$7.35
2022Detailed filing. Detailed filing data is available for this year.$187$0.47$187$78.4$72.6$5.85
2021Detailed filing. Detailed filing data is available for this year.$213$0.57$213$79.8$65.4$14.4
2020Detailed filing. Detailed filing data is available for this year.$195$0.49$194$79.0$59.3$19.8
2019Detailed filing. Detailed filing data is available for this year.$167$0.47$166$71.9$60.8$11.2
2018Detailed filing. Detailed filing data is available for this year.$143$0.49$142$68.7$58.4$10.4
2017Detailed filing. Detailed filing data is available for this year.$140$0.59$139$61.4$53.5$7.95
2016Detailed filing. Detailed filing data is available for this year.$127$0.69$126$56.9$47.4$9.47
2015Detailed filing. Detailed filing data is available for this year.$117$0.57$116$58.2$45.4$12.8
2014Detailed filing. Detailed filing data is available for this year.$112$0.73$111$51.7$42.3$9.36
2013Detailed filing. Detailed filing data is available for this year.$102$0.68$102$49.9$42.1$7.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.7$0.89$91.8$40.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.5$0.94$84.6$36.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.5$1.93$75.5$34.6