Civic Intelligence

Center for Financial Training

EIN 39-6006519 • 501(c)3 • Whitefish Bay, WI

Profile

The Center for Financial Training is dedicated to providing education and development solutions to continually meet the changing needs of the financial services industry.

5536 N Shoreland AveWhitefish Bay, WI 53217

www.cftncs.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

12th percentile

-71%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$41,846

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 48.2% of source-year revenue.

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

Asset Growth

14th percentile

-79%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-62%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$26,566

Down $97,332 (-79%) from 2019

Liabilities

Down

$0

Down $35,927 (-100%) from 2019

Net Assets

Down

$26,566

Down $61,405 (-70%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin12th percentile

Revenue

Down

$86,851

Down $140,865 (-62%) from 2019

Expenses

Down

$148,256

Down $135,022 (-48%) from 2019

Net Income

Down

-$61,405

Down $5,843 (-11%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$300K$200K$100K$0Assets 2012: $225,618Liabilities 2012: $16,138Net Assets 2012: $209,4802012Assets 2013: $201,503Liabilities 2013: $17,355Net Assets 2013: $184,1482013Assets 2014: $179,180Liabilities 2014: $15,595Net Assets 2014: $163,5852014Assets 2015: $181,709Liabilities 2015: $16,964Net Assets 2015: $164,7452015Assets 2016: $189,560Liabilities 2016: $24,772Net Assets 2016: $164,7882016Assets 2017: $175,211Liabilities 2017: $21,933Net Assets 2017: $153,2782017Assets 2018: $164,543Liabilities 2018: $21,010Net Assets 2018: $143,5332018Assets 2019: $123,898Liabilities 2019: $35,927Net Assets 2019: $87,9712019Assets 2020: $26,566Liabilities 2020: $0Net Assets 2020: $26,5662020

Highlighted filing

2020

Assets$26,566
Liabilities$0
Net Assets$26,566
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$400K$200K$0-$200KRevenue 2012: $286,349Expenses 2012: $337,852Net Income 2012: -$51,5032012Revenue 2013: $265,627Expenses 2013: $290,959Net Income 2013: -$25,3322013Revenue 2014: $246,617Expenses 2014: $267,180Net Income 2014: -$20,5632014Revenue 2015: $271,176Expenses 2015: $270,016Net Income 2015: $1,1602015Revenue 2016: $358,697Expenses 2016: $358,654Net Income 2016: $432016Revenue 2017: $247,024Expenses 2017: $258,534Net Income 2017: -$11,5102017Revenue 2018: $279,009Expenses 2018: $288,754Net Income 2018: -$9,7452018Revenue 2019: $227,716Expenses 2019: $283,278Net Income 2019: -$55,5622019Revenue 2020: $86,851Expenses 2020: $148,256Net Income 2020: -$61,4052020

Highlighted filing

2020

Revenue$86,851
Expenses$148,256
Net Income-$61,405
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,566
Liabilities
$0
Net assets
$26,566
Revenue
$86,851
Expenses
$148,256
Net income
-$61,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.87$1.48$0.61
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.36$0.88$2.28$2.83$0.56
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.21$1.44$2.79$2.89$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.22$1.53$2.47$2.59$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.25$1.65$3.59$3.59$0.00
2015Summary only. Only limited summary data is available for this year.$1.82$0.17$1.65$2.71$2.70$0.01
2014Summary only. Only limited summary data is available for this year.$1.79$0.16$1.64$2.47$2.67$0.21
2013Summary only. Only limited summary data is available for this year.$2.02$0.17$1.84$2.66$2.91$0.25
2012Summary only. Only limited summary data is available for this year.$2.26$0.16$2.09$2.86$3.38$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 14, 2020
Return Version
2019v5.0
Gross Receipts
$99,351
Mission and Program Overview

Mission

The Center for Financial Training is dedicated to providing education and development solutions to continually meet the changing needs of the financial services industry.

Program Services

DescriptionGrantsExpenses
CFT increased their partnership opportunities for future training.CFT increased it's membership and visibility amongst related banking organizations.$99,019-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDRA KUEHNExecutive DirecFT$41,846-$41,846
LORI RUCHPresident-$1,200-$1,200
JILL BREITRICKBoard Member-$0--
BILL NIEBUHRBoard Member-$0--
PETER SCHUMACHERTreasurer-$0--
LAWANDA BALDWINSecretary-$0--
DAWN SCHIMKEBoard Member-$0--
DAVE MAUERSenior Advisor-$0--
TERRI PETERSONSenior Advisor-$0--
RACHEL DUMKEBoard Member-$0--
MELANIE SPENCERBoard Member-$0--
KAYLA THOMPSENBoard Member-$0--
SUZANNE GORECKIBoard Member-$0--
JOHN VERREBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Center for Financial Training
EIN
39-6006519
Phone
4143326468
Address
5536 N SHORELAND AVE, WHITEFISH BAY, WI 53217

Signing Officer

Name
Lori Ruch
Title
President
Signed
2020-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Katy L Sommer
Phone
4142711451
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1164”

Other Expenses.1002

“Office Expenses $16343”

Other Expenses.1003

“Information Technology $1496”

Other Expenses.1005

“Travel $2012”

Other Expenses.1008

“Interest $261”

Other Expenses.1009

“Depreciation $1458”

Other Expenses.1012

“Insurance $2205”

Other Expenses.1

“speaker $24163”

Other Expenses.2

“seminar $17184”

Other Expenses.3

“education courses $9980”

Other Expenses.4

“textbooks $7133”

Other Expenses.5

“Director Meeting Expense $738”

Other Expenses.6

“TRADESHOW $158”

Other Assets.1002

“Furniture and Fixtures - Beginning $5208 Furniture and Fixtures - Ending $0”

Other Assets.1005

“Accounts Receivable - Beginning $5969 Accounts Receivable - Ending $0”

Other Assets.1010

“Inventories - Beginning $1678 Inventories - Ending $0”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $3528 Prepaid Expenses and Deferred Charges - Ending $952”

Other Assets.1012

“Intangible Assets - Beginning $3025 Intangible Assets - Ending $0”

Other Assets.1

“ACCRUED INTEREST - Beginning $591 ACCRUED INTEREST - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $25441 Accounts Payable and Accrued Expenses - Ending $0”

Total Liabilities.1003

“Deferred Revenue - Beginning $3800 Deferred Revenue - Ending $0”

Total Liabilities.1

“Capital Lease - Beginning $6686 Capital Lease - Ending $0”

Raw XML Appendix223 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDRA KUEHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JILL BREITRICK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Direc
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8senior advisor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019999
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0952
IRS990EZ/OtherExpensesTotalAmt084295
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Center for Financial Training is dedicated to providing education and development solutions to continually meet the changing needs of the financial services industry.
IRS990EZ/ProgramServiceRevenueAmt084482
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt049868
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt035927
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY WRITTEN IN CATALOG
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $16343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $2012
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $2205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7speaker $24163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8seminar $17184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9education courses $9980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10textbooks $7133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Director Meeting Expense $738
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TRADESHOW $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Furniture and Fixtures - Beginning $5208 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $5969 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Inventories - Beginning $1678 Inventories - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Prepaid Expenses and Deferred Charges - Beginning $3528 Prepaid Expenses and Deferred Charges - Ending $952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Intangible Assets - Beginning $3025 Intangible Assets - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACCRUED INTEREST - Beginning $591 ACCRUED INTEREST - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Accounts Payable and Accrued Expenses - Beginning $25441 Accounts Payable and Accrued Expenses - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1001
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI RUCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTER FOR FINANCIAL TRAINING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTH CENTRAL STATES INC
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0396006519
ReturnHeader/Filer/PhoneNum04143326468
ReturnHeader/Filer/USAddress/AddressLine1Txt05536 N SHORELAND AVE
ReturnHeader/Filer/USAddress/CityNm0WHITEFISH BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390919055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ritz Holman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E Kilbourn Ste 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532023144
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATY L SOMMER
ReturnHeader/ReturnTs02020-10-14T07:11:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

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