Civic Intelligence

Center for Financial Training North Central States Inc

990 • Fiscal year 2018 • EIN 39-6006519

Jun 01, 2017 to May 31, 2018 • Filed on Oct 10, 2018

Organization ProfileWWW.CFTNCS.ORG
5215 N Ironwood RdGlendale, WI 53217

(414) 332-6468

Siviq Scores

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

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

33rd percentile

-3.5%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$60,623

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

34th percentile

-6.1%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$164,543

Down $10,668 (-6.1%) from 2017

Net Assets

Down

$143,533

Down $9,745 (-6.4%) from 2017

Liabilities

Down

$21,010

Down $923 (-4.2%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin33rd percentile

Revenue

Up

$279,009

Up $31,985 (+13%) from 2017

Expenses

Up

$288,754

Up $30,220 (+12%) from 2017

Net Income

Up

-$9,745

Up $1,765 (+15%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2018

Assets$164,543
Liabilities$21,010
Net Assets$143,533
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$279,009
Expenses$288,754
Net Income-$9,745
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Oct 10, 2018
Return Version
2017v2.2
Gross Receipts
$279,009
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$96,688$98,429▲ $1,741
Cash and Non-Interest-Bearing Accounts$31,995$36,143▲ $4,148
Accounts Receivable$21,855$11,965▼ $9,890
Land, Buildings, and Equipment, Net$10,273$7,708▼ $2,565
Intangible Assets$5,817$4,421▼ $1,396
Prepaid Expenses and Deferred Charges$4,763$4,178▼ $585
Inventories for Sale or Use$3,218$1,421▼ $1,797
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Total Assets$175,211$164,543▼ $10,668
Other Assets Total$602$278▼ $324
Liabilities
Accounts Payable and Accrued Expenses$8,868$10,125▲ $1,257
Other Liabilities$11,140$8,985▼ $2,155
Deferred Revenue$1,925$1,900▼ $25
Total Liabilities$21,933$21,010▼ $923
Net Assets / Fund Balance
Unrestricted Net Assets$153,278$143,533▼ $9,745
Total Net Assets Fund Balance$153,278$143,533▼ $9,745
Total Liabilities and Net Assets / Fund Balance$175,211$164,543▼ $10,668

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,708$11,861$19,569
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sandra KuehnExecutive DirecFT$60,623$60,623
Lori RuchPresident-$1,200$1,200
Peter SchumacherTreasurer-$200$200

Board Members and Trustees

NameTitle
Mary LitzenbergerPast President
Dawn SchimkeBoard Member
Jill BreitrickBoard Member
John VerreBoard Member
Kayla ThompsenBoard Member
Melanie SpencerBoard Member
Rachel DumkeBoard Member
Sharon EganBoard Member
Suzanne GoreckiBoard Member
Lawanda BaldwinSecretary
Dave Mauersenior advisor
Terri Petersonsenior advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$277,545
Investment Income
$1,464
Other Revenue
$0
Change in Net Assets
$-9,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,022
Salaries, Compensation, and Employee Benefits$71,732
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$30,911$29,712-$60,623
Office Expenses$13,938$7,330-$21,268
Other Expenses$9,920--$9,920
Travel$8,419--$8,419
Occupancy-$8,355-$8,355
Other Salaries and Wages$6,155--$6,155
Fees for Services Accounting-$6,124-$6,124
Advertising$5,540--$5,540
Payroll Taxes$2,709$2,245-$4,954
All Other Expenses$2,086$2,698-$4,784
Depreciation Depletion-$3,961-$3,961
Insurance-$3,232-$3,232
Information Technology$2,317--$2,317
Fees for Services Other-$2,184-$2,184
Interest-$666-$666
Total Functional Expenses$222,247$66,507$0$288,754
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$8,985
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
No
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, Part VI, Line 11B: Form 990 Review Process

“A copy of the completed 990 was emailed to all board members for review and comment.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members receive a copy of the Conflict of Interest policy and are asked to sign that they received one.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“990 is available upon request.”

Filing and Contact Details

Filer

Filer Name
Center for Financial Training
EIN
39-6006519
Phone
4143326468
Address
5215 N IRONWOOD RD, GLENDALE, WI 53217

Signing Officer

Name
Lori Ruch
Title
President
Signed
2018-10-10
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
5
Volunteers
12

Preparer

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

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from income tax under Section 501(c)(3) of Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of May 31, 2018, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.”

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IRS990/IntangibleAssetsGrp/BOYAmt05817
IRS990/IntangibleAssetsGrp/EOYAmt04421
IRS990/InterestGrp/ManagementAndGeneralAmt0666
IRS990/InterestGrp/TotalAmt0666
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03218
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01421
IRS990/InvestmentIncomeGrp/ExclusionAmt01464
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01464
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011861
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010273
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07708
IRS990/LandBldgEquipCostOrOtherBssAmt019569
IRS990/LegalDomicileStateCd0WI
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Center for Financial Training is dedicated to providing education and development solutions to continually meet the changing needs of the financial services industry.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0153278
IRS990/NetAssetsOrFundBalancesEOYAmt0143533
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08355
IRS990/OccupancyGrp/TotalAmt08355
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07330
IRS990/OfficeExpensesGrp/ProgramServicesAmt013938
IRS990/OfficeExpensesGrp/TotalAmt021268
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0602
IRS990/OtherAssetsTotalGrp/EOYAmt0278
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0speaker
IRS990/OtherExpensesGrp/Desc1seminar
IRS990/OtherExpensesGrp/Desc2education courses
IRS990/OtherExpensesGrp/Desc3textbooks
IRS990/OtherExpensesGrp/ProgramServicesAmt066312
IRS990/OtherExpensesGrp/ProgramServicesAmt140828
IRS990/OtherExpensesGrp/ProgramServicesAmt233112
IRS990/OtherExpensesGrp/ProgramServicesAmt39920
IRS990/OtherExpensesGrp/TotalAmt066312
IRS990/OtherExpensesGrp/TotalAmt140828
IRS990/OtherExpensesGrp/TotalAmt233112
IRS990/OtherExpensesGrp/TotalAmt39920
IRS990/OtherLiabilitiesGrp/BOYAmt011140
IRS990/OtherLiabilitiesGrp/EOYAmt08985
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06155
IRS990/OtherSalariesAndWagesGrp/TotalAmt06155
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02245
IRS990/PayrollTaxesGrp/ProgramServicesAmt02709
IRS990/PayrollTaxesGrp/TotalAmt04954
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04763
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04178
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0LORI RUCH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/Desc0processing fees
IRS990/ProgramServiceRevenueGrp/Desc1RECORD KEEPING
IRS990/ProgramServiceRevenueGrp/Desc2textbook sales
IRS990/ProgramServiceRevenueGrp/Desc3tuition income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01695
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1120
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3273710
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3273710
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01110
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0190770
IRS990/PYProgramServiceRevenueAmt0245914
IRS990/PYRevenuesLessExpensesAmt0-11510
IRS990/PYSalariesCompEmpBnftPaidAmt067764
IRS990/PYTotalExpensesAmt0258534
IRS990/PYTotalRevenueAmt0247024
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9745
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt096688
IRS990/SavingsAndTempCashInvstGrp/EOYAmt098429
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07708
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011861
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019569
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Capital Lease
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from income tax under Section 501(c)(3) of Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of May 31, 2018, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07708
IRS990ScheduleD/TotalLiabilityAmt08985
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,543
Liabilities
$21,010
Net assets
$143,533
Revenue
$279,009
Expenses
$288,754
Net income
-$9,745
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