Civic Intelligence

Wisconsin P E O Sisterhood H E L P Fund Inc.

990 • Fiscal year 2015 • EIN 39-6083741

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 07, 2015

69 5 1/4 StreetPrairie Farm, WI 54762

(715) 455-1214

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

60th percentile

4.6%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

0.4%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$984,008

Up $42,838 (+4.6%) from 2014

Net Assets

Up

$984,008

Up $42,838 (+4.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$93,945

Up $374 (+0.4%) from 2014

Expenses

Up

$79,820

Up $5,570 (+7.5%) from 2014

Net Income

Down

$14,125

Down $5,196 (-27%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $872,893Liabilities 2010: $0Net Assets 2010: $872,8932010Assets 2011: $907,070Liabilities 2011: $0Net Assets 2011: $907,0702011Assets 2012: $877,961Liabilities 2012: $0Net Assets 2012: $877,9612012Assets 2013: $893,144Liabilities 2013: $0Net Assets 2013: $893,1442013Assets 2014: $941,170Liabilities 2014: $0Net Assets 2014: $941,1702014Assets 2015: $984,008Liabilities 2015: $0Net Assets 2015: $984,0082015Assets 2016: $961,416Liabilities 2016: $0Net Assets 2016: $961,4162016Assets 2017: $1,030,222Liabilities 2017: $0Net Assets 2017: $1,030,2222017Assets 2018: $1,070,902Liabilities 2018: $0Net Assets 2018: $1,070,9022018Assets 2019: $1,101,498Liabilities 2019: $0Net Assets 2019: $1,101,4982019Assets 2020: $1,032,722Liabilities 2020: $0Net Assets 2020: $1,032,7222020Assets 2021: $1,328,084Liabilities 2021: $0Net Assets 2021: $1,328,0842021Assets 2022: $1,386,899Liabilities 2022: $0Net Assets 2022: $1,386,8992022Assets 2023: $1,283,764Liabilities 2023: $0Net Assets 2023: $1,283,7642023Assets 2024: $1,377,525Liabilities 2024: $0Net Assets 2024: $1,377,5252024Assets 2025: $1,383,825Liabilities 2025: $0Net Assets 2025: $1,383,8252025

Highlighted filing

2015

Assets$984,008
Liabilities$0
Net Assets$984,008

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $77,2512010Expenses 2011: $75,9322011Expenses 2012: $91,2282012Revenue 2013: $96,079Expenses 2013: $77,909Net Income 2013: $18,1702013Revenue 2014: $93,571Expenses 2014: $74,250Net Income 2014: $19,3212014Revenue 2015: $93,945Expenses 2015: $79,820Net Income 2015: $14,1252015Revenue 2016: $52,909Expenses 2016: $75,501Net Income 2016: -$22,5922016Revenue 2017: $137,930Expenses 2017: $69,124Net Income 2017: $68,8062017Revenue 2018: $140,059Expenses 2018: $99,379Net Income 2018: $40,6802018Revenue 2019: $111,526Expenses 2019: $80,930Net Income 2019: $30,5962019Revenue 2020: $74,681Expenses 2020: $88,139Net Income 2020: -$13,4582020Revenue 2021: $118,437Expenses 2021: $80,161Net Income 2021: $38,2762021Revenue 2022: $94,772Expenses 2022: $116,560Net Income 2022: -$21,7882022Revenue 2023: $123,783Expenses 2023: $141,554Net Income 2023: -$17,7712023Revenue 2024: $91,208Expenses 2024: $178,458Net Income 2024: -$87,2502024Revenue 2025: $81,783Expenses 2025: $127,940Net Income 2025: -$46,1572025

Highlighted filing

2015

Revenue$93,945
Expenses$79,820
Net Income$14,125
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 7, 2015
Return Version
2014v5.0
Gross Receipts
$106,663
Mission and Program Overview

Mission

To promote a better quality of life for Wisconsin residents who may be disabled, disadvantage, or in extreme hardship by providing short-term financial help for individuals in need and grants to non-profit organizations serving Wisconsin communities.

Our mission is to promote a better quality of life for Wisconsin residents who may be disabled, disadvantaged or in extreme financial hardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$525,135$512,336▼ $12,799
Investments Other Securities$342,711$362,552▲ $19,841
Savings and Temporary Cash Investments$13,581$67,098▲ $53,517
Cash and Non-Interest-Bearing Accounts$59,743$42,022▼ $17,721
Total Assets$941,170$984,008▲ $42,838
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$609,592$640,888▲ $31,296
Temporarily Rstr Net Assets$331,578$343,120▲ $11,542
Total Net Assets Fund Balance$941,170$984,008▲ $42,838
Total Liabilities and Net Assets / Fund Balance$941,170$984,008▲ $42,838

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$362,552--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan KlinePresident
Jessica RoseenVice President
Sandra BergmanDirector
Sandy MuindeDirector
Sandy NuernbergAsst Treasurer
Roberta LindemannSecretary
Lavonne SolemTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,223
Program Service Revenue
$0
Investment Income
$44,722
Other Revenue
$0
All Other Contributions
$49,223
Change in Net Assets
$14,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,517
Other Expenses$16,303
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$48,555--$48,555
Grants to Domestic Orgs$14,962--$14,962
Fees for Service Investment Mgmnt Fees-$8,384-$8,384
Conferences and Meetings-$3,598-$3,598
Travel-$2,122-$2,122
Fees for Services Accounting-$840-$840
Other Expenses-$516-$516
Office Expenses-$318-$318
Total Functional Expenses$63,517$16,303$0$79,820
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evergreen Retirement Community IncOshkosh, WI501c3Programs$3,000
Friends of the Hudson LibraryHudson, WI501c3Early Literacy Station$2,330
The Cathedral CenterMilwaukee, WI501c3Programs$1,933
National Alliance on Mental Illness Northern LakesRhinelander, WI501c3Computers and printers$1,510
Hands of Faith IncBeloit, WI501c3Brake pads and mattresses$1,500
Hudson Community Children's CenterHudson, WI501c3Dramatic play furniture$1,227
Community Foundation of Dunn CountyMenomonie, WI501c3Defibrillator purchase$1,200
Northwoods Alliance for Temporary housingRhinelander, WI501c3Security camera purchase$1,082
The Wellness Shack IncEau Claire, WI501c3Computer Program and IT$820
WI Rural Women's Initiative IncElkhorn, WI501c3Adobe Muse 1 yr plan$360
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A copy of the 990 is provided by the treasurer to all board members for approval prior to filing with the IRS.

Form 990, Part VI, Section C, Line 19

The organization provides copies of its governing documents upon request.

Filing and Contact Details

Filer

Filer Name
Wisconsin PEO Sisterhood HELP Fund Inc
EIN
39-6083741
Phone
7154551214
Address
69 5 1/4 Street, Prairie Farm, WI 54762

Signing Officer

Name
Lavonne Solem
Title
Treasurer
Signed
2015-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Kline
Formed
1965
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
50

Preparer

Firm
Michael Fekete CPA LLC
Address
735 24th Street N, Menomonie, WI 54751
Preparer
Michael Fekete
Phone
7152352755
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Other CDs and federal bonds
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0362552
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt048555
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Medical, transportattion and housing
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt045
IRS990ScheduleI/RecipientTable/CashGrantAmt01200
IRS990ScheduleI/RecipientTable/CashGrantAmt11082
IRS990ScheduleI/RecipientTable/CashGrantAmt21227
IRS990ScheduleI/RecipientTable/CashGrantAmt32330
IRS990ScheduleI/RecipientTable/CashGrantAmt4820
IRS990ScheduleI/RecipientTable/CashGrantAmt5360
IRS990ScheduleI/RecipientTable/CashGrantAmt61500
IRS990ScheduleI/RecipientTable/CashGrantAmt71510
IRS990ScheduleI/RecipientTable/CashGrantAmt81933
IRS990ScheduleI/RecipientTable/CashGrantAmt93000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Defibrillator purchase
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Security camera purchase
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Dramatic play furniture
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Early Literacy Station
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Computer Program and IT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Adobe Muse 1 yr plan
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Brake pads and mattresses
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Computers and printers
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Programs
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Programs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Community Foundation of Dunn County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Northwoods Alliance for Temporary housing
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Hudson Community Children's Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Friends of the Hudson Library
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4The Wellness Shack Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WI Rural Women's Initiative Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Hands of Faith Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7National Alliance on Mental Illness Northern Lakes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8The Cathedral Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Evergreen Retirement Community Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0270671948
IRS990ScheduleI/RecipientTable/RecipientEIN1270991363
IRS990ScheduleI/RecipientTable/RecipientEIN2391658012
IRS990ScheduleI/RecipientTable/RecipientEIN3391720684
IRS990ScheduleI/RecipientTable/RecipientEIN4352236684
IRS990ScheduleI/RecipientTable/RecipientEIN5391921744
IRS990ScheduleI/RecipientTable/RecipientEIN6392035122
IRS990ScheduleI/RecipientTable/RecipientEIN7300705514
IRS990ScheduleI/RecipientTable/RecipientEIN8743038890
IRS990ScheduleI/RecipientTable/RecipientEIN9391388991
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 Main Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 913
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2824 4th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3700 1rst St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4515 S Barstow St Suite 110
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5W3319 Potter Rd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6737 Bluff St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7PO Box 1494
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8845 North Van Buren
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91130 Westfield Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Menomonie
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Rhinelander
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Hudson
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Hudson
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Eau Claire
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Elkhorn
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Beloit
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Rhinelander
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Milwaukee
IRS990ScheduleI/RecipientTable/USAddress/CityNm9Oshkosh
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054751
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd154501
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd254016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd354016
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd454701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd553121
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd653511
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd754501
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd853202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd954902
IRS990ScheduleI/Total501c3OrgCnt010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the 990 is provided by the treasurer to all board members for approval prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides copies of its governing documents upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0331578
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0343120
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0941170
IRS990/TotalAssetsEOYAmt0984008
IRS990/TotalAssetsGrp/BOYAmt0941170
IRS990/TotalAssetsGrp/EOYAmt0984008
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt049223
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016303
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063517
IRS990/TotalFunctionalExpensesGrp/TotalAmt079820
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0941170

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08$0.13$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.09$0.18$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.12$0.14$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.09$0.12$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.12$0.08$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.07$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.11$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.14$0.10$0.04
2017Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.14$0.07$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.05$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09$0.08$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.09$0.07$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.10$0.08$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.08