Civic Intelligence

Wisconsin Association for Talented and Gifted

990EZ • Fiscal year 2019 • EIN 51-0181181

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 19, 2020

5420 Westshire CircleWaunakee, WI 53597

(608) 318-0671

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-3.7%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$126,249

Down $4,789 (-3.7%) from 2018

Net Assets

Down

$125,121

Down $4,789 (-3.7%) from 2018

Liabilities

Flat

$1,128

Flat from 2018

Revenue

Down

$53,981

Down $35,601 (-40%) from 2018

Expenses

Down

$60,657

Down $6,137 (-9.2%) from 2018

Net Income

Down

-$6,676

Down $29,464 (-129%) from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $53,799Liabilities 2012: $1,0782012Assets 2013: $49,683Liabilities 2013: $1,163Net Assets 2013: $48,5202013Assets 2014: $63,515Liabilities 2014: $1,289Net Assets 2014: $62,2262014Assets 2015: $74,290Liabilities 2015: $1,125Net Assets 2015: $73,1652015Assets 2016: $93,855Liabilities 2016: $1,128Net Assets 2016: $92,7272016Assets 2017: $116,349Liabilities 2017: $1,491Net Assets 2017: $114,8582017Assets 2018: $131,038Liabilities 2018: $1,128Net Assets 2018: $129,9102018Assets 2019: $126,249Liabilities 2019: $1,128Net Assets 2019: $125,1212019Assets 2020: $145,731Liabilities 2020: $1,126Net Assets 2020: $144,6052020Assets 2021: $150,453Liabilities 2021: $657Net Assets 2021: $149,7962021Assets 2022: $127,549Liabilities 2022: $1,649Net Assets 2022: $125,9002022Assets 2023: $113,590Liabilities 2023: $1,506Net Assets 2023: $112,0842023Assets 2024: $112,944Liabilities 2024: $0Net Assets 2024: $112,9442024Assets 2025: $112,944Liabilities 2025: $0Net Assets 2025: $112,9442025

Highlighted filing

2019

Assets$126,249
Liabilities$1,128
Net Assets$125,121

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $76,782Expenses 2012: $70,047Net Income 2012: $6,7352012Revenue 2013: $59,985Expenses 2013: $64,186Net Income 2013: -$4,2012013Revenue 2014: $77,852Expenses 2014: $64,146Net Income 2014: $13,7062014Revenue 2015: $71,279Expenses 2015: $61,026Net Income 2015: $10,2532015Revenue 2016: $83,254Expenses 2016: $62,512Net Income 2016: $20,7422016Revenue 2017: $82,458Expenses 2017: $62,432Net Income 2017: $20,0262017Revenue 2018: $89,582Expenses 2018: $66,794Net Income 2018: $22,7882018Revenue 2019: $53,981Expenses 2019: $60,657Net Income 2019: -$6,6762019Revenue 2020: $83,711Expenses 2020: $63,990Net Income 2020: $19,7212020Revenue 2021: $45,143Expenses 2021: $48,202Net Income 2021: -$3,0592021Revenue 2022: $53,742Expenses 2022: $72,629Net Income 2022: -$18,8872022Revenue 2023: $78,626Expenses 2023: $94,440Net Income 2023: -$15,8142023Revenue 2024: $91,349Expenses 2024: $96,378Net Income 2024: -$5,0292024Revenue 2025: $85,755Expenses 2025: $87,267Net Income 2025: -$1,5122025

Highlighted filing

2019

Revenue$53,981
Expenses$60,657
Net Income-$6,676
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 19, 2020
Return Version
2018v3.2
Gross Receipts
$55,325
Mission and Program Overview

Mission

The mission of the organization is to educate about and advocate for the needs of gifted individuals in wisconsin.

Program Services

DescriptionGrantsExpenses
STATE AND REGIONAL CONFERENCES AND NEWSLETTER$2,250$34,840
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY SCHMITPresidentPT$0--
KITTY VERKUILENRecording Se-$0--
MARY BUDDETreasurer-$0--
HILLARIE ROTHPresident El-$0--
SARAH KASPROWICZBoard Member-$0--
JACKIE DRUMMERPast PresidePT$0--
DAL DRUMMERAdvisory Boa-$0--
DEB KUCEKPast Preside-$0--
STACY SWEETALLABoard Member-$0--
BETH FAIRCHILDBoard Member-$0--
LALITHA MURALIBoard Member-$0--
MARIA KATSAROS-MOLZAHNBoard Member-$0--
SHANSHAN THOMPSONBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Association for
EIN
51-0181181
Phone
6083180671
Address
5420 WESTSHIRE CIRCLE, WAUNAKEE, WI 53597

Signing Officer

Name
Mary Budde
Title
Treasurer
Signed
2020-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Inge Alverson Bacon CPA
Address
253 N 1ST AVE STOP 1, STURGEON BAY, WI 54235-2500
Preparer
Inge Alverson Bacon
Phone
9204210923
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses constant contact 840 advertising/promotional 445 admin communicatyions 23 charter internet 371 website 160 zoom 202 mileage 366 educational extensions 84 annual conference expense 22,581 nagc convention 1,135 nagc state affiliate conf 1,654 meals - f2f meetings 48 membership events 445 insurance 1,368 page expense 2,512 membership dues 712 licenses & permits 199 bank charges 1 miscellaneous expenses 55 supplies 768 non-investment depreciation 132 total 34,101

Form 990-ez, Part I, Line 20

Unrealized gain on investments 1,887

Form 990-ez, Part II, Line 24

Inventories for sale or use 3,000 3,154 prepaid expenses and deferred charges 0 750 660 660 less accumulated depreciation 264 396 total 3,396 4,168

Form 990-ez, Part II, Line 26

Payroll tax liability 1,128 1,128

Form 990-ez, Part III

The mission of the organization is to educate about and advocate for the needs of gifted individuals in wisconsin.

Raw XML Appendix226 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDE
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03396
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IRS990EZ/OtherChangesInNetAssetsAmt01887
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ORGANIZATION IS TO EDUCATE ABOUT AND ADVOCATE FOR THE NEEDS OF GIFTED INDIVIDUALS IN WISCONSIN.
IRS990EZ/PrintingPublicationsPostageAmt01133
IRS990EZ/ProgramServiceRevenueAmt051393
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02250
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt0100
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01128
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060657
IRS990EZ/TotalProgramServiceExpensesAmt034840
IRS990EZ/TotalRevenueAmt053981
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WATG.ORG
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01036
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05292
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05132
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONSTANT CONTACT 840 ADVERTISING/PROMOTIONAL 445 ADMIN COMMUNICATYIONS 23 CHARTER INTERNET 371 WEBSITE 160 ZOOM 202 MILEAGE 366 EDUCATIONAL EXTENSIONS 84 ANNUAL CONFERENCE EXPENSE 22,581 NAGC CONVENTION 1,135 NAGC STATE AFFILIATE CONF 1,654 MEALS - F2F MEETINGS 48 MEMBERSHIP EVENTS 445 INSURANCE 1,368 PAGE EXPENSE 2,512 MEMBERSHIP DUES 712 LICENSES & PERMITS 199 BANK CHARGES 1 MISCELLANEOUS EXPENSES 55 SUPPLIES 768 NON-INVESTMENT DEPRECIATION 132 TOTAL 34,101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 1,887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 3,000 3,154 PREPAID EXPENSES AND DEFERRED CHARGES 0 750 660 660 LESS ACCUMULATED DEPRECIATION 264 396 TOTAL 3,396 4,168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAX LIABILITY 1,128 1,128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MISSION OF THE ORGANIZATION IS TO EDUCATE ABOUT AND ADVOCATE FOR THE NEEDS OF GIFTED INDIVIDUALS IN WISCONSIN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARY BUDDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN ASSOCIATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TALENTED AND GIFTED INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0510181181
ReturnHeader/Filer/PhoneNum06083180671
ReturnHeader/Filer/USAddress/AddressLine1Txt05420 WESTSHIRE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0WAUNAKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053597
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ReturnHeader/FilingSecurityInformation/IPDt02020-04-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:58:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391983077
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0INGE ALVERSON BACON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0253 N 1ST AVE STOP 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STURGEON BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0542352500
ReturnHeader/PreparerPersonGrp/PhoneNum09204210923
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0INGE ALVERSON BACON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-13T11:58:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.86$0.87$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.91$0.96$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.02$1.12$0.79$0.94$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.54$0.73$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.01$1.50$0.45$0.48$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.01$1.45$0.84$0.64$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$0.54$0.61$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.01$1.30$0.90$0.67$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.01$1.15$0.82$0.62$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.01$0.93$0.83$0.63$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.73$0.71$0.61$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.62$0.78$0.64$0.14
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.01$0.49$0.60$0.64$0.04
2012Summary only. Only limited summary data is available for this year.$0.54$0.01$0.77$0.70$0.07