Civic Intelligence

Jumpstart Coalition for Personal Financial Literacy

990EZ • Fiscal year 2017 • EIN 39-2027776

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

Organization ProfileWWW.WIJUMPSTART.ORG
PO Box 105Belleville, WI 53508-0105

(608) 424-0205

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-108%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$7,402

Down $1,080 (-13%) from 2016

Net Assets

Down

$7,402

Down $1,080 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Up

$1,000

Up $1,000 from 2016

Expenses

Down

$2,080

Down $2,450 (-54%) from 2016

Net Income

Up

-$1,080

Up $3,450 (+76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$20K$15K$10K$5.0K$0Assets 2010: $8,205Liabilities 2010: $0Net Assets 2010: $8,2052010Assets 2011: $18,870Liabilities 2011: $0Net Assets 2011: $18,8702011Assets 2012: $19,313Liabilities 2012: $0Net Assets 2012: $19,3132012Assets 2013: $17,445Liabilities 2013: $0Net Assets 2013: $17,4452013Assets 2014: $14,831Liabilities 2014: $0Net Assets 2014: $14,8312014Assets 2015: $13,012Liabilities 2015: $0Net Assets 2015: $13,0122015Assets 2016: $8,482Liabilities 2016: $0Net Assets 2016: $8,4822016Assets 2017: $7,402Liabilities 2017: $0Net Assets 2017: $7,4022017Assets 2018: $7,492Liabilities 2018: $0Net Assets 2018: $7,4922018Assets 2019: $10,070Liabilities 2019: $0Net Assets 2019: $10,0702019Assets 2020: $9,570Liabilities 2020: $0Net Assets 2020: $9,5702020

Highlighted filing

2017

Assets$7,402
Liabilities$0
Net Assets$7,402
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $83,4532010Expenses 2011: $54,2932011Revenue 2012: $453Expenses 2012: $10Net Income 2012: $4432012Revenue 2013: $0Expenses 2013: $1,868Net Income 2013: -$1,8682013Revenue 2014: $0Expenses 2014: $2,614Net Income 2014: -$2,6142014Revenue 2015: $0Expenses 2015: $1,819Net Income 2015: -$1,8192015Revenue 2016: $0Expenses 2016: $4,530Net Income 2016: -$4,5302016Revenue 2017: $1,000Expenses 2017: $2,080Net Income 2017: -$1,0802017Revenue 2018: $1,100Expenses 2018: $1,010Net Income 2018: $902018Revenue 2019: $10,000Expenses 2019: $7,422Net Income 2019: $2,5782019Revenue 2020: $0Expenses 2020: $500Net Income 2020: -$5002020

Highlighted filing

2017

Revenue$1,000
Expenses$2,080
Net Income-$1,080
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 23, 2018
Return Version
2017v2.2
Gross Receipts
$1,000
Mission and Program Overview

Mission

Wisconsin jumpstart coalition for personal financial literacy is a 501(c)(3) organization supporting and presenting educational programs about personal financial literacy.

Program Services

DescriptionGrantsExpenses
WISCONSIN JUMPSTART PROVIDES A THREE WEEK TEACHER TRAINING INSTITUTE (NATIONAL INSTITUTE OF FINANCIAL AND ECONOMIC LITERACY) EACH SUMMER IN CONJUNCTION WITH EDGEWOOD COLLEGE TO TEACH PRIMARILY HIGH SCHOOL TEACHERS HOW TO TEACH PERSONAL FINANCE SUBJECTS IN THEIR CLASSROOMS.$2,070$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MANCLPresident-$0--
KENNETH KLINGSecretary-$0--
WILLIAM WILCOXTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Jumpstart Coalition for
EIN
39-2027776
Phone
6084240205
Address
PO BOX 105, BELLEVILLE, WI 53508-0105

Signing Officer

Name
William Wilcox
Title
Treasurer
Phone
6086635000
Signed
2018-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
PO BOX 8700, MADISON, WI 53708-8700
Preparer
Heidi Konkel
Phone
6082741980
Supplemental Narrative

Additional Explanations

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

“Activity classification: . Grantee name: various award recipients. Amount given: 2,070.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: fees. Amount: 10.”

Raw XML Appendix139 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/PersonNm0WILLIAM WILCOX
IRS990EZ/BooksInCareOfDetail/PhoneNum06084240205
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0535080105
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02070
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IRS990EZ/GroupExemptionNum03712
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0WISCONSIN JUMPSTART COALITION FOR PERSONAL FINANCIAL LITERACY IS A 501(C)(3) ORGANIZATION SUPPORTING AND PRESENTING EDUCATIONAL PROGRAMS ABOUT PERSONAL FINANCIAL LITERACY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WISCONSIN JUMPSTART PROVIDES A THREE WEEK TEACHER TRAINING INSTITUTE (NATIONAL INSTITUTE OF FINANCIAL AND ECONOMIC LITERACY) EACH SUMMER IN CONJUNCTION WITH EDGEWOOD COLLEGE TO TEACH PRIMARILY HIGH SCHOOL TEACHERS HOW TO TEACH PERSONAL FINANCE SUBJECTS IN THEIR CLASSROOMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02070
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WIJUMPSTART.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt01000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/Total509Grp/TotalAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS AWARD RECIPIENTS. AMOUNT GIVEN: 2,070.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FEES. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FINANCIAL LITERACY
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ReturnHeader/FilingSecurityInformation/IPDt02018-01-23
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537088700
ReturnHeader/PreparerPersonGrp/PhoneNum06082741980
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI KONKEL
ReturnHeader/ReturnTs02018-02-09T12:24:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,402
Liabilities
$0
Net assets
$7,402
Revenue
$1,000
Expenses
$2,080
Net income
-$1,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.00$0.50$0.50
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$10.0$7.42$2.58
2018Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$1.10$1.01$0.09
2017Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.00$2.08$1.08
2016Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.00$4.53$4.53
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$0.00$1.82$1.82
2014Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.00$2.61$2.61
2013Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.00$1.87$1.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$0.00$19.3$0.45$0.01$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$0.00$18.9$54.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$0.00$8.21$83.5