Civic Intelligence

American Planning Association-Wisconsin

990 • Fiscal year 2016 • EIN 51-0150304

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

Organization ProfileWWW.WISCONSINPLANNERS.ORG
1213 Bongard DriveWaunakee, WI 53597

(608) 320-7712

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$244,340

Down $31,428 (-11%) from 2015

Net Assets

Down

$244,340

Down $31,428 (-11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Down

$169,126

Down $53,614 (-24%) from 2015

Expenses

Up

$207,017

Up $70,042 (+51%) from 2015

Net Income

Down

-$37,891

Down $123,656 (-144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$400K$300K$200K$100K$0Assets 2011: $143,766Liabilities 2011: $0Net Assets 2011: $143,7662011Assets 2012: $178,107Liabilities 2012: $0Net Assets 2012: $178,1072012Assets 2013: $176,761Liabilities 2013: $0Net Assets 2013: $176,7612013Assets 2014: $194,547Liabilities 2014: $0Net Assets 2014: $194,5472014Assets 2015: $275,768Liabilities 2015: $0Net Assets 2015: $275,7682015Assets 2016: $244,340Liabilities 2016: $0Net Assets 2016: $244,3402016Assets 2017: $265,841Liabilities 2017: $0Net Assets 2017: $265,8412017Assets 2018: $253,342Liabilities 2018: $0Net Assets 2018: $253,3422018Assets 2019: $290,921Liabilities 2019: $0Net Assets 2019: $290,9212019Assets 2020: $302,302Liabilities 2020: $0Net Assets 2020: $302,3022020Assets 2021: $324,215Liabilities 2021: $0Net Assets 2021: $324,2152021Assets 2022: $275,630Liabilities 2022: $0Net Assets 2022: $275,6302022Assets 2023: $281,007Liabilities 2023: $0Net Assets 2023: $281,0072023Assets 2024: $327,446Liabilities 2024: $0Net Assets 2024: $327,4462024

Highlighted filing

2016

Assets$244,340
Liabilities$0
Net Assets$244,340
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $82,894Expenses 2011: $102,604Net Income 2011: -$19,7102011Revenue 2012: $126,678Expenses 2012: $92,337Net Income 2012: $34,3412012Revenue 2013: $65,296Expenses 2013: $81,760Net Income 2013: -$16,4642013Revenue 2014: $93,707Expenses 2014: $79,321Net Income 2014: $14,3862014Revenue 2015: $222,740Expenses 2015: $136,975Net Income 2015: $85,7652015Revenue 2016: $169,126Expenses 2016: $207,017Net Income 2016: -$37,8912016Revenue 2017: $224,427Expenses 2017: $223,027Net Income 2017: $1,4002017Revenue 2018: $166,471Expenses 2018: $162,189Net Income 2018: $4,2822018Revenue 2019: $83,776Expenses 2019: $63,111Net Income 2019: $20,6652019Revenue 2020: $58,328Expenses 2020: $54,644Net Income 2020: $3,6842020Revenue 2021: $48,154Expenses 2021: $47,122Net Income 2021: $1,0322021Revenue 2022: $68,764Expenses 2022: $90,790Net Income 2022: -$22,0262022Revenue 2023: $94,752Expenses 2023: $102,807Net Income 2023: -$8,0552023Revenue 2024: $115,311Expenses 2024: $82,697Net Income 2024: $32,6142024

Highlighted filing

2016

Revenue$169,126
Expenses$207,017
Net Income-$37,891
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$169,126
Mission and Program Overview

Mission

The american planning association and its chapters provide leadership through citizen and professional planners in the development of vital communities by advocating excellence in community planning, promoting education and citizen empowerment, and providing the tools necessary to effect positive change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$152,431$156,431▲ $4,000
Cash and Non-Interest-Bearing Accounts$123,337$86,689▼ $36,648
Accounts Receivable$0$1,220▲ $1,220
Total Assets$275,768$244,340▼ $31,428
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$275,768$244,340▼ $31,428
Total Net Assets Fund Balance$275,768$244,340▼ $31,428
Total Liabilities and Net Assets / Fund Balance$275,768$244,340▼ $31,428

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$156,431--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Linda StollPresident
Kristan SanchezVice President - Awards
Drew PenningtonVice President - Chapter Affairs
Sandy SchererVice President - Membershi
Nancy FrankVice President - Professio
Amanda ArnoldCertificate Maintenance Officer
Allen DavisNe District Rep
Jeff SchulerNw District Rep
Rebecca RobertsPlanning Offical Dev. Off
Maria PandaziSe District Rep
Karen SandsSecretary
Jason ValeriusSw District Rep
Kassandra WalburnTreasurer
Trent SchulzUw-m Student Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$122,506
Program Service Revenue
$40,895
Investment Income
$3,505
Other Revenue
$2,220
All Other Contributions
$98,385
Change in Net Assets
$-37,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,667
Grants and Similar Amounts Paid$6,350
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$27,789--$27,789
Fees for Services Other$6,250$1,709-$7,959
Grants to Domestic Orgs$6,100--$6,100
All Other Expenses$2,375--$2,375
Other Expenses$1,250$8,170-$1,250
Insurance-$640-$640
Grants to Domestic Individuals$250--$250
Travel-$120-$120
Total Functional Expenses$196,378$10,639$0$207,017
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Madison Community FoundationMadison, WI-To Provied Grants to Eligible College Students$5,100
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committee has the power to act on behalf of the governing body.”

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

“A copy of form 990 is provided to each board member prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Meetings of the board are held quarterly, in which the organziation has the ability to monitor and enforce compliance. The board follows the code set by the american institute of certified planners.”

Form 990, Part VI, Section C, Line 19

“All governing documents available online or by request. All other documents are reported through the board of directors and reported to our umbrella organization, american planning association”

Filing and Contact Details

Filer

Filer Name
American Planning Association - Wisconsi
EIN
51-0150304
Phone
6083207712
Address
1213 BONGARD DRIVE, WAUNAKEE, WI 53597

Signing Officer

Name
Kassandra Walbrun
Title
Treasurer
Phone
6083207712
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kassandra Walbrun
Formed
1975
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
29

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Brad M Voght
Phone
4142717800
Raw XML AppendixShowing 400 of 467 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PLAN4HEALTH INITIATIVE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0142614
IRS990/ProgSrvcAccomActy3Grp/Desc0NEWSLETTER
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09750
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02100
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PRESIDENT'S NATIONAL MEETING SUPPORT, LEGISLATIVE PROGRAM, AND PROGRAM INITIATIVES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt016235
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt06350
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt075
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0145769
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06000
IRS990/PYInvestmentIncomeAmt03634
IRS990/PYOtherExpensesAmt0130975
IRS990/PYOtherRevenueAmt02847
IRS990/PYProgramServiceRevenueAmt070490
IRS990/PYRevenuesLessExpensesAmt085765
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0136975
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0222740
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-37891
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt040895
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0139280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0200490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt093954
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0536888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03505
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03633
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03556
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016784
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt017456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt094330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03505
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03633
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03556
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05454
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016164
IRS990ScheduleA/InvestmentIncomeCYPct00.02420
IRS990ScheduleA/InvestmentIncomePYPct00.02180
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02220
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03478
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt06887
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03856
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03461
IRS990ScheduleA/OtherIncome509Grp/TotalAmt019902
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94600
IRS990ScheduleA/PublicSupportPY509Pct00.94330
IRS990ScheduleA/PublicSupportTotal509Amt0631218
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0163401
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0215628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt055986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111410
IRS990ScheduleA/Total509Grp/TotalAmt0631218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0169126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0222739
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt095236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114887
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0667284
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0156431
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MADISON COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0156431
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05100
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIED GRANTS TO ELIGIBLE COLLEGE STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MADISON COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0396038248
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0111 N FAIRCHILD ST SUITE 260
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053703
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETINGS OF THE BOARD ARE HELD QUARTERLY, IN WHICH THE ORGANZIATION HAS THE ABILITY TO MONITOR AND ENFORCE COMPLIANCE. THE BOARD FOLLOWS THE CODE SET BY THE AMERICAN INSTITUTE OF CERTIFIED PLANNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS AVAILABLE ONLINE OR BY REQUEST. ALL OTHER DOCUMENTS ARE REPORTED THROUGH THE BOARD OF DIRECTORS AND REPORTED TO OUR UMBRELLA ORGANIZATION, AMERICAN PLANNING ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0275768
IRS990/TotalAssetsEOYAmt0244340
IRS990/TotalAssetsGrp/BOYAmt0275768
IRS990/TotalAssetsGrp/EOYAmt0244340
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0122506
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010639
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196378
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207017
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,340
Liabilities
$0
Net assets
$244,340
Revenue
$169,126
Expenses
$207,017
Net income
-$37,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.00$3.27$1.15$0.83$0.33
2023Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.95$1.03$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.69$0.91$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.48$0.47$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.58$0.55$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$0.84$0.63$0.21
2018Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$1.66$1.62$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$2.24$2.23$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.69$2.07$0.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$2.23$1.37$0.86
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.94$0.79$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.65$0.82$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$1.27$0.92$0.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.83$1.03$0.20