Civic Intelligence

Wisconsin State Reading Association Inc.

990 • Fiscal year 2021 • EIN 39-6089417

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 20, 2021

W260 N6653 Mary Hill RdSussex, WI 53089

(920) 225-6436

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

2nd percentile

-209%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

5th percentile

-27%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$722,119

Down $265,978 (-27%) from 2020

Net Assets

Down

$720,463

Down $265,744 (-27%) from 2020

Liabilities

Down

$1,656

Down $234 (-12%) from 2020

Revenue

Down

$127,183

Down $580,538 (-82%) from 2020

Expenses

Down

$392,927

Down $486,493 (-55%) from 2020

Net Income

Down

-$265,744

Down $94,045 (-55%) from 2020

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 2011: $1,025,711Liabilities 2011: $527Net Assets 2011: $1,025,1842011Assets 2012: $949,897Liabilities 2012: $219Net Assets 2012: $949,6782012Assets 2013: $1,030,776Liabilities 2013: $0Net Assets 2013: $1,030,7762013Assets 2014: $1,222,311Liabilities 2014: $1,769Net Assets 2014: $1,220,5422014Assets 2015: $1,402,744Liabilities 2015: $1,550Net Assets 2015: $1,401,1942015Assets 2016: $1,361,376Liabilities 2016: $1,461Net Assets 2016: $1,359,9152016Assets 2017: $1,273,577Liabilities 2017: $2,543Net Assets 2017: $1,271,0342017Assets 2018: $1,236,942Liabilities 2018: $2,302Net Assets 2018: $1,234,6402018Assets 2020: $988,097Liabilities 2020: $1,890Net Assets 2020: $986,2072020Assets 2021: $722,119Liabilities 2021: $1,656Net Assets 2021: $720,4632021Assets 2022: $448,432Liabilities 2022: $8,532Net Assets 2022: $439,9002022Assets 2023: $133,869Liabilities 2023: $0Net Assets 2023: $133,8692023Assets 2024: $127,831Liabilities 2024: $0Net Assets 2024: $127,8312024Assets 2025: $113,871Liabilities 2025: $2,935Net Assets 2025: $110,9362025

Highlighted filing

2021

Assets$722,119
Liabilities$1,656
Net Assets$720,463

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $902,205Expenses 2011: $788,349Net Income 2011: $113,8562011Revenue 2012: $664,384Expenses 2012: $739,890Net Income 2012: -$75,5062012Revenue 2013: $813,211Expenses 2013: $732,113Net Income 2013: $81,0982013Revenue 2014: $1,019,281Expenses 2014: $829,515Net Income 2014: $189,7662014Revenue 2015: $1,035,130Expenses 2015: $854,478Net Income 2015: $180,6522015Revenue 2016: $929,898Expenses 2016: $978,339Net Income 2016: -$48,4412016Revenue 2017: $872,954Expenses 2017: $959,780Net Income 2017: -$86,8262017Revenue 2018: $855,631Expenses 2018: $894,587Net Income 2018: -$38,9562018Revenue 2020: $707,721Expenses 2020: $879,420Net Income 2020: -$171,6992020Revenue 2021: $127,183Expenses 2021: $392,927Net Income 2021: -$265,7442021Revenue 2022: $243,740Expenses 2022: $524,303Net Income 2022: -$280,5632022Revenue 2023: $305,116Expenses 2023: $617,054Net Income 2023: -$311,9382023Revenue 2024: $325,896Expenses 2024: $332,703Net Income 2024: -$6,8072024Revenue 2025: $259,412Expenses 2025: $274,018Net Income 2025: -$14,6062025

Highlighted filing

2021

Revenue$127,183
Expenses$392,927
Net Income-$265,744
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 20, 2021
Return Version
2020v4.0
Gross Receipts
$127,183
Mission and Program Overview

Mission

The primary mission of the wisconsin state reading association is to promote excellence in reading.

The wisconsin state reading association provides leadership, advocacy, and professional learning for the implementation of effective literacy practices, recognizing the complex nature of literacy and engaging students to apply their literacies in meaningful ways in a changing world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$988,097$722,120▼ $265,977
Cash and Non-Interest-Bearing Accounts-$-1-
Total Assets$988,097$722,119▼ $265,978
Liabilities
Other Liabilities$1,890$1,656▼ $234
Total Liabilities$1,890$1,656▼ $234
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$986,207$720,463▼ $265,744
Total Net Assets Fund Balance$986,207$720,463▼ $265,744
Total Liabilities and Net Assets / Fund Balance$988,097$722,119▼ $265,978
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deb ZarlingPresident
Brian PerrodinCentral Zone
Amy SippertCommittee Co
Terry SchneiderCoordinating
Gayle LuebkeFirst Vice P
Gale GerharzIla State Co
Kathy ChampeauLegislative
Amy RoggenbauerNortheast Zo
Teri LassigNorthwest Zo
Deb CromerPast Preside
Norm AndrewsPublic Relat
Ryanne DeschaneSecond Vice
Amanda DevriesSouthwest Zo
Kelly LuedekeThird Vice P
Amber BartleinTreasurer
Jackie EasleyUpdate Edito
Revenue and Support

Revenue Composition

Contributions and Grants
$29,036
Program Service Revenue
$32,901
Investment Income
$65,246
Other Revenue
$0
All Other Contributions
$300
Change in Net Assets
$-265,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,524
Salaries, Compensation, and Employee Benefits$88,403
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$206,003$20,181-$226,184
Other Salaries and Wages-$82,121-$82,121
Fees for Services Lobbying$30,698--$30,698
Office Expenses$22,770$788-$23,558
Fees for Services Accounting-$13,593-$13,593
Payroll Taxes-$6,282-$6,282
Insurance$4,183--$4,183
Fees for Services Other$3,509$21-$3,530
Fees for Services Legal-$1,890-$1,890
Fees for Services Management-$888-$888
Total Functional Expenses$267,163$125,764$0$392,927
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes$1,152
Chapter Deposit$504
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Wisconsin State Reading Association
EIN
39-6089417
Phone
9202256436
Address
W260 N6653 MARY HILL RD, SUSSEX, WI 53089

Signing Officer

Name
Amber Bartlein
Title
Treasurer
Phone
9202256436
Signed
2021-07-20

Organization Details

Principal Officer
Amber Bartlein
Formed
1996
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
100

Preparer

Firm
Murray Roberts & Otto CPA Firm Sc
Address
119 N MCCARTHY RD STE A, APPLETON, WI 54913
Preparer
Susan Kilsdonk Ea
Phone
9202256436
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The wisconsin state reading association provides leadership, advocacy, and professional learning for the implementation of effective literacy practices, recognizing the complex nature of literacy and engaging students to apply their literacies in meaningful ways in a changing world.

Form 990, Page 1, Part I, Line 6

Help in planning and implementing a successful annual conference.

Form 990, Page 2, Part III, Line 4D

All other accomplishments lobbying

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026979
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15922
IRS990/ProgSrvcAccomActy2Grp/Desc0PRINTING AND MAILING OF BIMONTHLY NEWSLETTERS, QUARTERLY WSRA JOURNAL AND NOTICES TO MEMBERS PROMOTING SOLID READING INSTRUCTION, AND CONTINUE SET-UP AND MAINTENANCE OF ORGANIZATION'S WEBSITE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015935
IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP, INFORMATION AND PLANNING OF MEETING OF 200 COMMITTEE MEMBERS TO DEVELOP CURRENT AND FUTURE PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt030698
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER ACCOMPLISHMENTS LOBBYING
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IRS990/PYContributionsGrantsAmt079260
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038022
IRS990/PYOtherExpensesAmt0799162
IRS990/PYProgramServiceRevenueAmt0590439
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IRS990/PYSalariesCompEmpBnftPaidAmt080258
IRS990/PYTotalExpensesAmt0879420
IRS990/PYTotalRevenueAmt0707721
IRS990/ReconcilationRevenueExpnssAmt0-265744
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt061937
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0988097
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0722120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt079260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt066846
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt097790
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038022
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0100790
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt035772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08664
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0221078
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0688964
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0616011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0729729
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0766500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02861521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt037830
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0100790
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt035772
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08664
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IRS990ScheduleA/InvestmentIncomePYPct00.07000
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IRS990ScheduleA/PublicSupportCY509Pct00.93580
IRS990ScheduleA/PublicSupportPY509Pct00.93100
IRS990ScheduleA/PublicSupportTotal509Amt03224583
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0768224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0682857
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0819859
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0864290
IRS990ScheduleA/Total509Grp/TotalAmt03224583
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0127183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0806246
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0783647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0855631
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0872954
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03445661
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01152
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1504
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CHAPTER DEPOSIT
IRS990ScheduleD/TotalLiabilityAmt01656
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WISCONSIN STATE READING ASSOCIATION PROVIDES LEADERSHIP, ADVOCACY, AND PROFESSIONAL LEARNING FOR THE IMPLEMENTATION OF EFFECTIVE LITERACY PRACTICES, RECOGNIZING THE COMPLEX NATURE OF LITERACY AND ENGAGING STUDENTS TO APPLY THEIR LITERACIES IN MEANINGFUL WAYS IN A CHANGING WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HELP IN PLANNING AND IMPLEMENTING A SUCCESSFUL ANNUAL CONFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OTHER ACCOMPLISHMENTS LOBBYING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0988097
IRS990/TotalAssetsEOYAmt0722119
IRS990/TotalAssetsGrp/BOYAmt0988097
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt029036
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0125764
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0267163
IRS990/TotalFunctionalExpensesGrp/TotalAmt0392927
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01890
IRS990/TotalLiabilitiesEOYAmt01656
IRS990/TotalLiabilitiesGrp/BOYAmt01890
IRS990/TotalLiabilitiesGrp/EOYAmt01656
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0986207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0720463
IRS990/TotalProgramServiceExpensesAmt0267163
IRS990/TotalProgramServiceRevenueAmt032901
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt098147
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127183
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0988097
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0722119
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0112 HURON WAY
IRS990/USAddress/CityNm0HARTFORD
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053027
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.WSRA.ORG
IRS990/WhistleblowerPolicyInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.26$0.27$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.33$0.33$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.31$0.62$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.24$0.52$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.13$0.39$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.71$0.88$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.23$0.86$0.89$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.87$0.96$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.93$0.98$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.04$0.85$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.02$0.83$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.81$0.73$0.08
2012Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.66$0.74$0.08
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.90$0.79$0.11