Civic Intelligence

Women in Pensions in Network

990EZ • Fiscal year 2016 • EIN 46-1397202

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 15, 2017

5910 Mineral PointMadison, WI 53705

(847) 903-8555

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

97th percentile

52%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

Flat

$113,861

Flat from 2016

Net Assets

$113,861

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$88,275

Flat from 2016

Expenses

Flat

$41,932

Flat from 2016

Net Income

Flat

$46,343

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $113,861Net Assets 2016: $113,8612016Assets 2016: $113,861Liabilities 2016: $02016Assets 2017: $162,411Net Assets 2017: $162,4112017Assets 2018: $203,414Net Assets 2018: $203,4142018Assets 2019: $211,186Net Assets 2019: $211,1862019Assets 2020: $243,321Liabilities 2020: $0Net Assets 2020: $243,3212020Assets 2021: $163,419Liabilities 2021: $0Net Assets 2021: $163,4192021Assets 2022: $315,261Liabilities 2022: $0Net Assets 2022: $315,2612022Assets 2023: $431,538Liabilities 2023: $0Net Assets 2023: $431,5382023Assets 2024: $657,914Liabilities 2024: $0Net Assets 2024: $657,9142024

Highlighted filing

2016

Assets$113,861
Liabilities-
Net Assets$113,861

Operations Trend

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

$600K$400K$200K$0Revenue 2016: $88,275Expenses 2016: $41,932Net Income 2016: $46,3432016Revenue 2016: $88,275Expenses 2016: $41,932Net Income 2016: $46,3432016Revenue 2017: $99,383Expenses 2017: $50,833Net Income 2017: $48,5502017Revenue 2018: $188,960Expenses 2018: $147,957Net Income 2018: $41,0032018Revenue 2019: $178,058Expenses 2019: $170,286Net Income 2019: $7,7722019Revenue 2020: $254,147Expenses 2020: $222,012Net Income 2020: $32,1352020Revenue 2021: $342,981Expenses 2021: $269,990Net Income 2021: $72,9912021Revenue 2022: $385,275Expenses 2022: $233,433Net Income 2022: $151,8422022Revenue 2023: $385,033Expenses 2023: $268,756Net Income 2023: $116,2772023Revenue 2024: $531,380Expenses 2024: $305,004Net Income 2024: $226,3762024

Highlighted filing

2016

Revenue$88,275
Expenses$41,932
Net Income$46,343
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 15, 2017
Return Version
2016v3.0
Gross Receipts
$88,275
Mission and Program Overview

Mission

Womens career growth, empowerment and networking

Forum for women in the pension industry that allows them to network and cultivate professional and personal growth.

Program Services

DescriptionGrantsExpenses
9/11/16 Plan Advisors National Conference - networking event for women in the industrty prior to conference to meet women advisors and other women in the industry. 60 attendees and total expense $3,700.--
4/17/16 NAPA Summit in Nashville, Tennessee- 85 attendees to learn about financial wellness, the newest trend in retirement plan marketplace - panel of three experts. Total expense $3,500.--
5/9/16 Blackrock San Francisco networking event for Northern California. 40 attendees to get to know women in pension industry in Nothern California. Total expense $500.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY GLYNNPresidentPT$0--
KATHLEEN ROCHEVice PresidentPT$0--
JENNIFER NORRTreasurer-$0--
DENISE DIANASecretary-$0--
Filing and Contact Details

Filer

Filer Name
Women in Pensions in Network
EIN
46-1397202
Phone
8479038555
Address
5910 Mineral Point, Madison, WI 53705

Signing Officer

Name
Jennifer Norr
Title
Treasurer
Phone
8479038555
Signed
2017-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Tampa Bay Tax Pros Inc
Address
5328 Trouble Creek Rd, New Port Richey, FL 34652
Preparer
Carolyn S Carter
Phone
7278488950
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Travel 6513.

Form 990EZ, Part I, Line 16

Events 8054.

Form 990EZ, Part I, Line 16

Supplies 3748.

Form 990EZ, Part I, Line 16

Bank and Merchant Fees 596.

Form 990EZ, Part I, Line 16

Web and Branding 23021.

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER NORR
IRS990EZ/BooksInCareOfDetail/PhoneNum08479038555
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05910 Mineral Point
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053705
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt067518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113861
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt077300
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt046343
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt067518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113861
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088275
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010975
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt067518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt067518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113861
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY GLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN ROCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER NORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENISE DIANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041932
IRS990EZ/PrimaryExemptPurposeTxt0Forum for women in the pension industry that allows them to network and cultivate professional and personal growth.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt09/11/16 Plan Advisors National Conference - networking event for women in the industrty prior to conference to meet women advisors and other women in the industry. 60 attendees and total expense $3,700.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt14/17/16 NAPA Summit in Nashville, Tennessee- 85 attendees to learn about financial wellness, the newest trend in retirement plan marketplace - panel of three experts. Total expense $3,500.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt25/9/16 Blackrock San Francisco networking event for Northern California. 40 attendees to get to know women in pension industry in Nothern California. Total expense $500.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041932
IRS990EZ/TotalRevenueAmt088275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.womeninpensionsnetwork.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 6513.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Events 8054.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 3748.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank and Merchant Fees 596.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Web and Branding 23021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER NORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08479038555
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Women in Pensions in Network
ReturnHeader/Filer/BusinessNameControlTxt0WOME
ReturnHeader/Filer/EIN0461397202
ReturnHeader/Filer/PhoneNum08479038555
ReturnHeader/Filer/USAddress/AddressLine1Txt05910 Mineral Point
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053705
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId024A942423A7B6CDE3A4C2BE53E99231718791CBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId024A942423A7B6CDE3A4C2BE53E99231718791CBE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.41.90.203
ReturnHeader/FilingSecurityInformation/IPDt02017-08-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:38:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tampa Bay Tax Pros Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05328 Trouble Creek Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Port Richey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034652
ReturnHeader/PreparerPersonGrp/PhoneNum07278488950
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN S CARTER
ReturnHeader/ReturnTs02017-08-03T11:38:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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