Civic Intelligence

Wisconsin Economic Development Institute Inc.

990EZ • Fiscal year 2020 • EIN 39-2013679

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 09, 2021

2801 International Lane Suite 106Madison, WI 53704

(414) 699-3917

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Up

$43,137

Up $37,029 (+606%) from 2011

Net Assets

$43,137

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$52,500

Up $47,750 (+1005%) from 2011

Expenses

Up

$11,750

Up $3,925 (+50%) from 2011

Net Income

Up

$40,750

Up $43,825 (+1425%) from 2011

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $6,108Liabilities 2011: $02011Assets 2020: $43,137Liabilities 2020: $0Net Assets 2020: $43,1372020

Highlighted filing

2020

Assets$43,137
Liabilities$0
Net Assets$43,137

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $4,750Expenses 2011: $7,825Net Income 2011: -$3,0752011Revenue 2020: $52,500Expenses 2020: $11,750Net Income 2020: $40,7502020

Highlighted filing

2020

Revenue$52,500
Expenses$11,750
Net Income$40,750
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 9, 2021
Return Version
2020v4.1
Gross Receipts
$52,500
Mission and Program Overview

Mission

The wisconsin economic development institute, inc. Is organized as a non-stock, not-for-profit entity established under the wisconsin non-stock corporation law. The purpose of the corporation is to foster economic development in the state of wisconsin exclusively through charitable and educational activities within the meaning of section 501(c)(3) of the internal revenue code. The principal objectives of the corporation shall be to provide ongoing research analysis, policy analysis, professional education, training, communication and certification to economic development organization and individuals in the professional practice of economic development.

Program Services

DescriptionGrantsExpenses
PROVIDE ONGOING RESEARCH ANALYSIS, POLICY ANALYSIS, PROFESSIONAL EDUCATION, TRAINING, COMMUNICATION AND CERTIFICATION TO ECONOMIC DEVELOPMENT ORGANIZATION AND INDIVIDUALS IN THE PROFESSIONAL PRACTICE OF ECONOMIC DEVELOPMENT.$9,250$11,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM CHRISTENSONDirector-$0--
JAMES OTTERSTEINDirector-$0--
BRIAN DOUDNADirector-$0--
ROB KLEMANBoard Chair-$0--
NICK GEORGEBoard Secretary & Treasurer-$0--
MIKE MATHEWSExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Economic Development Institute
EIN
39-2013679
Phone
4146993917
Address
2801 INTERNATIONAL LANE SUITE 106, MADISON, WI 53704

Signing Officer

Name
Rob Kleman
Title
Board Chair
Phone
4146993917
Signed
2021-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Kma Sc
Address
1200 JOHN Q HAMMONS DR STE 500, MADISON, WI 53717-2199
Preparer
Jason R Kadow CPA
Phone
6086641040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: program. Grantee name: all individuals. Date of gift: 08/31/20. Amount given: 9,250.

Raw XML Appendix156 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04146993917
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAM CHRISTENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES OTTERSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN DOUDNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROB KLEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE MATHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD SECRETARY & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE WISCONSIN ECONOMIC DEVELOPMENT INSTITUTE, INC. IS ORGANIZED AS A NON-STOCK, NOT-FOR-PROFIT ENTITY ESTABLISHED UNDER THE WISCONSIN NON-STOCK CORPORATION LAW. THE PURPOSE OF THE CORPORATION IS TO FOSTER ECONOMIC DEVELOPMENT IN THE STATE OF WISCONSIN EXCLUSIVELY THROUGH CHARITABLE AND EDUCATIONAL ACTIVITIES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE PRINCIPAL OBJECTIVES OF THE CORPORATION SHALL BE TO PROVIDE ONGOING RESEARCH ANALYSIS, POLICY ANALYSIS, PROFESSIONAL EDUCATION, TRAINING, COMMUNICATION AND CERTIFICATION TO ECONOMIC DEVELOPMENT ORGANIZATION AND INDIVIDUALS IN THE PROFESSIONAL PRACTICE OF ECONOMIC DEVELOPMENT.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011750
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt052500
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052500
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt052500
IRS990ScheduleA/TotalSupportAmt052500
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: PROGRAM. GRANTEE NAME: ALL INDIVIDUALS. DATE OF GIFT: 08/31/20. AMOUNT GIVEN: 9,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/PhoneNum04146993917
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 INTERNATIONAL LANE SUITE 106
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ReturnHeader/PreparerPersonGrp/PhoneNum06086641040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON R KADOW CPA
ReturnHeader/ReturnTs02021-08-17T08:55:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits