Civic Intelligence

Wisconsin Association for Talented and Gifted

990EZ • Fiscal year 2020 • EIN 51-0181181

Jul 01, 2019 to Jun 30, 2020 • Filed on May 11, 2021

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

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

55%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$145,731

Up $19,482 (+15%) from 2019

Net Assets

Up

$144,605

Up $19,484 (+16%) from 2019

Liabilities

Down

$1,126

Down $2 (-0.2%) from 2019

Revenue

Up

$83,711

Up $29,730 (+55%) from 2019

Expenses

Up

$63,990

Up $3,333 (+5.5%) from 2019

Net Income

Up

$19,721

Up $26,397 (+395%) from 2019

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

2020

Assets$145,731
Liabilities$1,126
Net Assets$144,605

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

2020

Revenue$83,711
Expenses$63,990
Net Income$19,721
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 11, 2021
Return Version
2019v5.0
Gross Receipts
$86,242
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$250$36,479
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHY SCHMITPresident-$0--
HILLARIE ROTHPresident El-$0--
KITTY VERKUILENRecording Se-$0--
MARY BUDDETreasurer-$0--
STACY SWEETALLABoard Member-$0--
MOLLIE GRINNELLBoard Member-$0--
DEB KUCEKPast Preside-$0--
LALITHA MURALIBoard Member-$0--
BETH FAIRCHILDBoard Member-$0--
JESSICA ALBRECHT-SCHULTZBoard Member-$0--
SARAH KASPROWICZBoard Member-$0--
MARTHA LOPEZBoard Member-$0--
ELIZABETH MALLEGNIBoard Member-$0--
MARIA KATSAROS-MOLZAHNBoard Member-$0--
NICOLE MEIERBoard Member-$0--
SHANSHAN THOMPSONBoard Member-$0--
DAL DRUMMERAdvisory Boa-$0--
JACKIE DRUMMERAdvisory Boa-$0--
PAMELA CLINKENBEARD PHDAdvisory Boa-$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
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Bacon CPA LLC
Address
253 N 1ST AVE STOP 7, STURGEON BAY, WI 54235
Preparer
Inge Alverson Bacon
Phone
9204210923
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses constant contact 840 advertising/promotional 67 office supplies 297 admin communications 457 internet security software 63 mileage 230 nagc airfare 909 annual conference expense 23,786 nagc convention 1,300 educational outreach 321 seng conference 300 insurance 1,482 numats expense 1,076 page expense 3,336 licenses & permits 623 misc / condolence gift 58 board training 855 government advocacy 506 non-investment depreciation 132 total 36,638

Form 990-ez, Part I, Line 20

Unrealized loss on investments -237

Form 990-ez, Part II, Line 24

Inventories for sale or use 3,154 3,154 prepaid expenses and deferred charges 750 750 660 660 less accumulated depreciation 396 528 total 4,168 4,036

Form 990-ez, Part II, Line 26

Payroll tax liability 1,128 1,126

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 Appendix246 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONSTANT CONTACT 840 ADVERTISING/PROMOTIONAL 67 OFFICE SUPPLIES 297 ADMIN COMMUNICATIONS 457 INTERNET SECURITY SOFTWARE 63 MILEAGE 230 NAGC AIRFARE 909 ANNUAL CONFERENCE EXPENSE 23,786 NAGC CONVENTION 1,300 EDUCATIONAL OUTREACH 321 SENG CONFERENCE 300 INSURANCE 1,482 NUMATS EXPENSE 1,076 PAGE EXPENSE 3,336 LICENSES & PERMITS 623 MISC / CONDOLENCE GIFT 58 BOARD TRAINING 855 GOVERNMENT ADVOCACY 506 NON-INVESTMENT DEPRECIATION 132 TOTAL 36,638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS -237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 3,154 3,154 PREPAID EXPENSES AND DEFERRED CHARGES 750 750 660 660 LESS ACCUMULATED DEPRECIATION 396 528 TOTAL 4,168 4,036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAX LIABILITY 1,128 1,126
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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/USAddress/ZIPCd053597
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0851076316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0253 N 1ST AVE STOP 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STURGEON BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054235
ReturnHeader/PreparerPersonGrp/PhoneNum09204210923
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0INGE ALVERSON BACON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-12T13:25:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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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
2020Detailed filing. Detailed filing data is available for this year.$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