Civic Intelligence

Money Management Education Associates Inc

EIN 39-1991425 • 501(c)3 • Menasha, WI

Profile

Assisting individuals and families with personal finance programs, that lead to financial stability.

1800 Appleton RoadMenasha, WI 54952

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.00x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-26%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$405,215

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 285.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-86%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$154,541

Down $953,173 (-86%) from 2023

Liabilities

Down

$457

Down $916,196 (-100%) from 2023

Net Assets

Down

$154,084

Down $36,977 (-19%) from 2023

Revenue

Down

$142,188

Down $55,558 (-28%) from 2023

Expenses

Down

$179,165

Down $2,261 (-1.2%) from 2023

Net Income

Down

-$36,977

Down $53,297 (-327%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2010: $205,818Liabilities 2010: $225,012Net Assets 2010: -$19,1942010Assets 2011: $183,418Liabilities 2011: $247,039Net Assets 2011: -$63,6212011Assets 2012: $300,202Liabilities 2012: $370,268Net Assets 2012: -$70,0662012Assets 2013: $365,530Liabilities 2013: $365,530Net Assets 2013: $02013Assets 2014: $479,269Liabilities 2014: $457,105Net Assets 2014: $22,1642014Assets 2015: $722,908Liabilities 2015: $667,835Net Assets 2015: $55,0732015Assets 2016: $800,184Liabilities 2016: $706,430Net Assets 2016: $93,7542016Assets 2017: $647,327Liabilities 2017: $565,087Net Assets 2017: $82,2402017Assets 2018: $681,156Liabilities 2018: $611,312Net Assets 2018: $69,8442018Assets 2019: $736,250Liabilities 2019: $643,633Net Assets 2019: $92,6172019Assets 2020: $1,226,367Liabilities 2020: $1,102,740Net Assets 2020: $123,6272020Assets 2021: $1,296,962Liabilities 2021: $1,147,297Net Assets 2021: $149,6652021Assets 2022: $1,097,323Liabilities 2022: $922,582Net Assets 2022: $174,7412022Assets 2023: $1,107,714Liabilities 2023: $916,653Net Assets 2023: $191,0612023Assets 2024: $154,541Liabilities 2024: $457Net Assets 2024: $154,0842024

Highlighted filing

2024

Assets$154,541
Liabilities$457
Net Assets$154,084

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $85,3772010Revenue 2011: $62,564Expenses 2011: $106,991Net Income 2011: -$44,4272011Expenses 2012: $89,9532012Revenue 2013: $179,417Expenses 2013: $109,351Net Income 2013: $70,0662013Revenue 2014: $147,912Expenses 2014: $125,748Net Income 2014: $22,1642014Revenue 2015: $176,325Expenses 2015: $143,416Net Income 2015: $32,9092015Revenue 2016: $186,155Expenses 2016: $147,474Net Income 2016: $38,6812016Revenue 2017: $168,097Expenses 2017: $179,611Net Income 2017: -$11,5142017Revenue 2018: $163,440Expenses 2018: $175,836Net Income 2018: -$12,3962018Revenue 2019: $180,168Expenses 2019: $157,395Net Income 2019: $22,7732019Revenue 2020: $189,942Expenses 2020: $158,932Net Income 2020: $31,0102020Revenue 2021: $202,984Expenses 2021: $176,946Net Income 2021: $26,0382021Revenue 2022: $207,443Expenses 2022: $182,367Net Income 2022: $25,0762022Revenue 2023: $197,746Expenses 2023: $181,426Net Income 2023: $16,3202023Revenue 2024: $142,188Expenses 2024: $179,165Net Income 2024: -$36,9772024

Highlighted filing

2024

Revenue$142,188
Expenses$179,165
Net Income-$36,977

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.14$0.18$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.92$0.19$0.20$0.18$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.92$0.17$0.21$0.18$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.15$0.15$0.20$0.18$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$1.10$0.12$0.19$0.16$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.64$0.09$0.18$0.16$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.61$0.07$0.16$0.18$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.57$0.08$0.17$0.18$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.71$0.09$0.19$0.15$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.67$0.06$0.18$0.14$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.46$0.02$0.15$0.13$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.37$0.00$0.18$0.11$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.37$0.07$0.09
2011Summary only. Only limited summary data is available for this year.$0.18$0.25$0.06$0.06$0.11$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.23$0.02$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.2
Gross Receipts
$142,188
Mission and Program Overview

Mission

Assisting individuals and families with personal financial programs; including preparing monthly spending plans; providing representative payee services for individuals in need of assistance with managing their finances.

Providing personal finance programs that lead to financial stability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,089$219▼ $870
Total Assets$1,107,714$154,541▼ $953,173
Other Assets Total$1,106,625$154,322▼ $952,303
Liabilities
Escrow Account Liability$916,653$457▼ $916,196
Total Liabilities$916,653$457▼ $916,196
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$191,061$154,084▼ $36,977
Total Net Assets Fund Balance$191,061$154,084▼ $36,977
Total Liabilities and Net Assets / Fund Balance$1,107,714$154,541▼ $953,173

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$219$2,400$2,619
Other Assets Org$457--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christyn AbarayBoard Chair
Christian HessPresident & CEO
Dede HeidBoard Vice-chair
Craig HussBoard Director
Dale GisiBoard Director
Dr Stephen ShapiroBoard Director
Jake WilliquetteBoard Director
Laurie ButzBoard Director
Paul BelschnerBoard Director
Randy Van StratenBoard Director
Ricardo AbudBoard Director
Tina SchonerBoard Director
Jesse OstromBoard Secretary
Michael LutzBoard Treasurer
Autumn AnfangBoard Treasurer (termed 10/2024)
Sabrina KloehnCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$142,188
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-36,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$152,516
Other Expenses$26,649
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$120,074--$120,074
Other Employee Benefits$23,463--$23,463
Office Expenses$15,082--$15,082
Payroll Taxes$8,979--$8,979
Information Technology$7,755--$7,755
Conferences and Meetings$2,300--$2,300
Depreciation Depletion$873--$873
Fees for Services Other$406--$406
Travel$178--$178
Other Expenses$55--$55
Total Functional Expenses$179,165$0$0$179,165
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
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organization's form 990 is prepared by an independent accounting firm. Prior to the form being filed, the cfo and controller complete an extensive review. The 990 is then provided to the full board for review. Once board has had opportunity to review the finance and audit committee will approve.

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

New conflict of interest agreements are sent to all board directors annually to sign. Directors and management complete disclosures annually which are reviewed by designated individuals. A conflict or potential conflict may result in recusal of the interested person.

Form 990, Part VI, Section B, Line 15

The ceo and cfo are employees of the related organization goodwill industries of north central wisconsin, inc. (gwincw) fein 39-1144913. All compensation and benefits are paid by gwincw. The executive committee of the goodwill ncw board of directors reviews and approves executive compensation annually. The committee obtains and relies upon appropriate data provided by an external compensation consultant who provides market information and renders a report to show the reasonableness of overall compensation in relation to market compensation for similarly situated roles and responsibilities. The executive committee and board of directors met in december 2024 to review the information, make its determination, and document the basis for their determination. The committee is composed entirely of individuals who do not have a conflict of interest with respect to compensation arrangements.

Form 990, Part VI, Section C, Line 19

Consolidated financial statements are posted on the goodwill industries of north central wisconsin, inc. Website. 990s are available on the guidestar website and this information is also available upon request. Governing documents and conflicts of interest policies are not available to the public.

Filing and Contact Details

Filer

Filer Name
Money Management Education
EIN
39-1991425
Phone
9207316601
Address
1800 APPLETON ROAD, MENASHA, WI 54952

Signing Officer

Name
Sabrina Kloehn
Title
CFO
Phone
9207316601
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Hess
Formed
2000
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
13
Employees
0
Volunteers
14

Preparer

Firm
Wipfli Llp
Address
2501 W BELTLINE HWY STE 501, MADISON, WI 53713
Preparer
Quinn Dugan
Phone
6082741980
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

Money management education associates, inc. Provides rep payee services for individuals of all ages who receive social security, veterans benefits or pensions and who find themselves unable to manage their finances.

PART X, LINE 2:

The organization is required to assess whether it is 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. The organization has determined there are no amounts to record as assets or liabilities related to uncertain tax positions.

Raw XML AppendixShowing 400 of 527 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
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IRS990/BooksInCareOfDetail/PhoneNum09207316601
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TREASURER (TERMED 10/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0ASSISTING INDIVIDUALS AND FAMILIES WITH PERSONAL FINANCE PROGRAMS, THAT LEAD TO FINANCIAL STABILITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt01106625
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt023463
IRS990/OtherExpensesGrp/Desc0BAD DEBT
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IRS990/OtherExpensesGrp/TotalAmt055
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IRS990/PayrollTaxesGrp/TotalAmt08979
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRIS HESS
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0207344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0202984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0189942
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0142188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0197746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0207443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0202984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0189942
IRS990ScheduleA/Total509Grp/TotalAmt0940303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0142188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0197746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0207443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0202984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0189942
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0940303
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0219
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02400
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02619
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0153865
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1457
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM GOODWILL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CLIENT TRUST
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MONEY MANAGEMENT EDUCATION ASSOCIATES, INC. PROVIDES REP PAYEE SERVICES FOR INDIVIDUALS OF ALL AGES WHO RECEIVE SOCIAL SECURITY, VETERANS BENEFITS OR PENSIONS AND WHO FIND THEMSELVES UNABLE TO MANAGE THEIR FINANCES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS 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. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0154322
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt112942
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt14434
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRISTIAN HESS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SABRINA KLOEHN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0405215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1276074
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO AND CFO ARE EMPLOYEES OF THE RELATED ORGANIZATION, GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. (FEIN 39-1144913). ALL COMPENSATION AND BENEFITS ARE PAID BY GOODWILL. MONEY MANAGEMENT EDUCATION ASSOCIATES, INC. (MMEA) DOES NOT HAVE EMPLOYEES. ALL WAGES ARE PAID BY GOODWILL AND MMEA REIMBURSES GOODWILL FOR THE WAGES AND BENEFITS THAT ARE ALLOCATED TO MMEA.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III - ADDITIONAL INFORMATION
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. PRIOR TO THE FORM BEING FILED, THE CFO AND CONTROLLER COMPLETE AN EXTENSIVE REVIEW. THE 990 IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW. ONCE BOARD HAS HAD OPPORTUNITY TO REVIEW THE FINANCE AND AUDIT COMMITTEE WILL APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW CONFLICT OF INTEREST AGREEMENTS ARE SENT TO ALL BOARD DIRECTORS ANNUALLY TO SIGN. DIRECTORS AND MANAGEMENT COMPLETE DISCLOSURES ANNUALLY WHICH ARE REVIEWED BY DESIGNATED INDIVIDUALS. A CONFLICT OR POTENTIAL CONFLICT MAY RESULT IN RECUSAL OF THE INTERESTED PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CEO AND CFO ARE EMPLOYEES OF THE RELATED ORGANIZATION GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. (GWINCW) FEIN 39-1144913. ALL COMPENSATION AND BENEFITS ARE PAID BY GWINCW. THE EXECUTIVE COMMITTEE OF THE GOODWILL NCW BOARD OF DIRECTORS REVIEWS AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA PROVIDED BY AN EXTERNAL COMPENSATION CONSULTANT WHO PROVIDES MARKET INFORMATION AND RENDERS A REPORT TO SHOW THE REASONABLENESS OF OVERALL COMPENSATION IN RELATION TO MARKET COMPENSATION FOR SIMILARLY SITUATED ROLES AND RESPONSIBILITIES. THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS MET IN DECEMBER 2024 TO REVIEW THE INFORMATION, MAKE ITS DETERMINATION, AND DOCUMENT THE BASIS FOR THEIR DETERMINATION. THE COMMITTEE IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO COMPENSATION ARRANGEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSOLIDATED FINANCIAL STATEMENTS ARE POSTED ON THE GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. WEBSITE. 990S ARE AVAILABLE ON THE GUIDESTAR WEBSITE AND THIS INFORMATION IS ALSO AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00

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