Civic Intelligence

Women in Pensions in Network

990EZ • Fiscal year 2017 • EIN 46-1397202

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization Profilewww.womeninpensionsnetwork.org
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

97th percentile

49%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

43%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$162,411

Up $48,550 (+43%) from 2016

Net Assets

$162,411

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$99,383

Up $11,108 (+13%) from 2016

Expenses

Up

$50,833

Up $8,901 (+21%) from 2016

Net Income

Up

$48,550

Up $2,207 (+4.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$800K$600K$400K$200K$0Assets 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

2017

Assets$162,411
Liabilities-
Net Assets$162,411
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

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 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

2017

Revenue$99,383
Expenses$50,833
Net Income$48,550
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Gross Receipts
$99,383
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
10/11/17 Plan Advisors National Conference-YOGA with 15 minutes of meditation followed by a session with Debbie Lundberg, Professional coach, focusing on corp. dev., positioning and team busilding. Total attendees 25 and expense $4500--
3/19/17 NAPA Summit-panel of male leaders discuss working with and advancing women in the industry. Followed by networking event to meet other women in the industry. Total attendees 100 and expense $6700.--
Series of webinars with presenters and panel sessions focusing on personal and professional development. Followed by time for Q&A. Total virtual attendees : over 270 across the series. Expenses $3000--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN ROCHEPresidentPT$0--
JENNIFER NORRTreasurer-$0--
DENISE DIANAVice PresidentPT$0--
MARY LOU WATTMANSecretary-$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
2018-05-02
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 14539.”

Form 990EZ, Part I, Line 16

“Events 9511.”

Form 990EZ, Part I, Line 16

“Insurance, fees, legal 5296.”

Form 990EZ, Part I, Line 16

“Web and Branding 16287.”

Raw XML Appendix115 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/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/BOYAmt0113861
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162411
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt080813
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt048550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0113861
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0162411
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt099383
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt018570
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0113861
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0113861
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162411
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN ROCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER NORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE DIANA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY LOU WATTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt045633
IRS990EZ/PrimaryExemptPurposeTxt0Forum for women in the pension industry that allows them to network and cultivate professional and personal growth.
IRS990EZ/PrintingPublicationsPostageAmt05200
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt010/11/17 Plan Advisors National Conference-YOGA with 15 minutes of meditation followed by a session with Debbie Lundberg, Professional coach, focusing on corp. dev., positioning and team busilding. Total attendees 25 and expense $4500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt13/19/17 NAPA Summit-panel of male leaders discuss working with and advancing women in the industry. Followed by networking event to meet other women in the industry. Total attendees 100 and expense $6700.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Series of webinars with presenters and panel sessions focusing on personal and professional development. Followed by time for Q&A. Total virtual attendees : over 270 across the series. Expenses $3000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050833
IRS990EZ/TotalRevenueAmt099383
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.womeninpensionsnetwork.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 14539.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Events 9511.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance, fees, legal 5296.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Web and Branding 16287.
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER NORR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08479038555
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
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/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:43:39
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN S CARTER
ReturnHeader/ReturnTs02018-05-14T07:43:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$162,411
Liabilities
-
Net assets
$162,411
Revenue
$99,383
Expenses
$50,833
Net income
$48,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.00$6.58$5.31$3.05$2.26
2023Summary only. Only limited summary data is available for this year.$4.32$0.00$4.32$3.85$2.69$1.16
2022Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$3.85$2.33$1.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$3.43$2.70$0.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.43$2.54$2.22$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$2.11$1.78$1.70$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$2.03$1.89$1.48$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.99$0.51$0.49
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$0.88$0.42$0.46