Civic Intelligence

Family Business Leadership Partners

EIN 47-2690339 • 501(c)6 • Summit, WI

Profile

Form 990-ez, part iii, primary exempt purpose - to provide educational resources and networking opportunities to family-owned businesses. Membership in the organization provides unique opportunities for family businesses to network and learn from each other and supporting partners.

34824 Sunset DriveSummit, WI 53066

www.fbli-usa.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

6.4%

Higher net margin than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$34,324

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 60.6% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

99th percentile

755%

Faster asset growth than 99% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

94%

Faster revenue growth than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,097

Up $3,618 (+755%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,097

Up $3,618 (+755%) from 2023

Revenue

Up

$56,650

Up $27,418 (+94%) from 2023

Expenses

Up

$53,032

Up $6,631 (+14%) from 2023

Net Income

Up

$3,618

Up $20,787 (+121%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2015: $3,531Liabilities 2015: $3,1562015Assets 2016: $2,814Liabilities 2016: $1,700Net Assets 2016: $1,1142016Assets 2017: $5,062Liabilities 2017: $1,500Net Assets 2017: $3,5622017Assets 2018: $14,636Liabilities 2018: $1,312Net Assets 2018: $13,3242018Assets 2019: $4,538Liabilities 2019: $1,105Net Assets 2019: $3,4332019Assets 2020: $9,640Liabilities 2020: $205Net Assets 2020: $9,4352020Assets 2021: $6,576Liabilities 2021: $0Net Assets 2021: $6,5762021Assets 2022: $17,648Liabilities 2022: $0Net Assets 2022: $17,6482022Assets 2023: $479Liabilities 2023: $0Net Assets 2023: $4792023Assets 2024: $4,097Liabilities 2024: $0Net Assets 2024: $4,0972024

Highlighted filing

2024

Assets$4,097
Liabilities$0
Net Assets$4,097

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2015: $122,772Expenses 2015: $122,397Net Income 2015: $3752015Revenue 2016: $167,565Expenses 2016: $166,826Net Income 2016: $7392016Revenue 2017: $129,410Expenses 2017: $126,962Net Income 2017: $2,4482017Revenue 2018: $101,711Expenses 2018: $91,949Net Income 2018: $9,7622018Revenue 2019: $95,477Expenses 2019: $105,368Net Income 2019: -$9,8912019Revenue 2020: $103,262Expenses 2020: $97,260Net Income 2020: $6,0022020Revenue 2021: $84,670Expenses 2021: $87,529Net Income 2021: -$2,8592021Revenue 2022: $82,450Expenses 2022: $71,378Net Income 2022: $11,0722022Revenue 2023: $29,232Expenses 2023: $46,401Net Income 2023: -$17,1692023Revenue 2024: $56,650Expenses 2024: $53,032Net Income 2024: $3,6182024

Highlighted filing

2024

Revenue$56,650
Expenses$53,032
Net Income$3,618

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 8, 2025
Return Version
2024v5.2
Gross Receipts
$56,650
Mission and Program Overview

Mission

Form 990-ez, part iii, primary exempt purpose - to provide educational resources and networking opportunities to family-owned businesses. Membership in the organization provides unique opportunities for family businesses to network and learn from each other and supporting partners.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAMMING$0$0
OPEN HOUSE AT EMPLOYERS$0$0
SOCIAL NETWORKING OPPORTUNITIES$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE SATULAExecutive Director/COOPT$34,324-$34,324
JIM BAKACEOPT$15,276-$15,276
BARRY BOEHLKEDirector-$0--
ANTHONY BERNDTDirector-$0--
DAN MEYERDirector-$0--
GREG LARSONDirector-$0--
SCOTT REIGLEDirector-$0--
ADAM TUTAJDirector-$0--
JOE LABARBERADirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Filing and Contact Details

Filer

Filer Name
Family Business Leadership Partners
EIN
47-2690339
Phone
2627079083
Address
34824 SUNSET DRIVE, SUMMIT, WI 53066

Signing Officer

Name
George Satula
Title
Executive Director
Phone
2627079083
Signed
2025-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Qbco Advisory LLC
Address
15420 W CAPITOL DRIVE, BROOKFIELD, WI 53005
Preparer
Tracy Strizic Ea Mst
Phone
4143696301
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expense. Amount: 364. Description: insurance. Amount: 239. Total to form 990-ez, line 16: 603.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid insurance. Beg. Of year amount: 239. End of year amount: 0.

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0GEORGE SATULA
IRS990EZ/BooksInCareOfDetail/PhoneNum02627079083
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt034824 SUNSET DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0240
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04097
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt03618
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02829
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0479
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04097
IRS990EZ/GrossReceiptsAmt056650
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0479
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04097
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0479
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04097
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt015276
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt434324
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM BAKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARRY BOEHLKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANTHONY BERNDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE SATULA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GREG LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT REIGLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ADAM TUTAJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOE LABARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXECUTIVE DIRECTOR/COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0239
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0603
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO PROVIDE EDUCATIONAL RESOURCES AND NETWORKING OPPORTUNITIES TO FAMILY-OWNED BUSINESSES. MEMBERSHIP IN THE ORGANIZATION PROVIDES UNIQUE OPPORTUNITIES FOR FAMILY BUSINESSES TO NETWORK AND LEARN FROM EACH OTHER AND SUPPORTING PARTNERS.
IRS990EZ/ProgramServiceRevenueAmt056650
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAMMING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OPEN HOUSE AT EMPLOYERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SOCIAL NETWORKING OPPORTUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt049600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd01
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt053032
IRS990EZ/TotalRevenueAmt056650
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FBLI-USA.COM
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/PoliticalExpendituresAmt00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OFFICE EXPENSE. AMOUNT: 364. DESCRIPTION: INSURANCE. AMOUNT: 239. TOTAL TO FORM 990-EZ, LINE 16: 603.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PREPAID INSURANCE. BEG. OF YEAR AMOUNT: 239. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE SATULA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02627079083
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FAMILY BUSINESS LEADERSHIP PARTNERS
ReturnHeader/Filer/BusinessNameControlTxt0FAMI
ReturnHeader/Filer/EIN0472690339
ReturnHeader/Filer/PhoneNum02627079083
ReturnHeader/Filer/USAddress/AddressLine1Txt034824 SUNSET DRIVE
ReturnHeader/Filer/USAddress/CityNm0SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990842463
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0QBCO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015420 W CAPITOL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053005
ReturnHeader/PreparerPersonGrp/PhoneNum04143696301
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY STRIZIC EA MST
ReturnHeader/ReturnTs02025-11-17T11:56:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.