Civic Intelligence

Soap Endowment Fund

990 • Fiscal year 2016 • EIN 71-0649661

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization ProfileWWW.SOAP.ORG
6737 W Washington St No 4210Milwaukee, WI 53214-5647

(414) 389-8611

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-124%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

36th percentile

-1.7%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,038,210

Down $36,109 (-1.7%) from 2015

Net Assets

Down

$2,038,210

Down $36,109 (-1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Down

$80,370

Down $10,402 (-11%) from 2015

Expenses

Up

$179,786

Up $141,057 (+364%) from 2015

Net Income

Down

-$99,416

Down $151,459 (-291%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,789,366Liabilities 2010: $34,347Net Assets 2010: $1,755,0192010Assets 2011: $1,727,956Liabilities 2011: $106,287Net Assets 2011: $1,621,6692011Assets 2012: $2,122,812Liabilities 2012: $360,473Net Assets 2012: $1,762,3392012Assets 2013: $2,366,514Liabilities 2013: $321,438Net Assets 2013: $2,045,0762013Assets 2014: $2,166,225Liabilities 2014: $27,167Net Assets 2014: $2,139,0582014Assets 2015: $2,074,319Liabilities 2015: $0Net Assets 2015: $2,074,3192015Assets 2016: $2,038,210Liabilities 2016: $0Net Assets 2016: $2,038,2102016Assets 2017: $2,209,825Liabilities 2017: $47,277Net Assets 2017: $2,162,5482017Assets 2018: $1,955,692Liabilities 2018: $0Net Assets 2018: $1,955,6922018Assets 2019: $2,279,278Liabilities 2019: $0Net Assets 2019: $2,279,2782019Assets 2020: $2,431,717Liabilities 2020: $142Net Assets 2020: $2,431,5752020Assets 2021: $2,717,533Liabilities 2021: $0Net Assets 2021: $2,717,5332021Assets 2022: $2,364,223Liabilities 2022: $11,884Net Assets 2022: $2,352,3392022Assets 2023: $2,614,195Liabilities 2023: $1Net Assets 2023: $2,614,1942023Assets 2024: $2,817,163Liabilities 2024: $3,256Net Assets 2024: $2,813,9072024

Highlighted filing

2016

Assets$2,038,210
Liabilities$0
Net Assets$2,038,210
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $36,1982010Expenses 2011: $80,3652011Revenue 2012: $92,978Expenses 2012: $74,152Net Income 2012: $18,8262012Revenue 2013: $97,493Expenses 2013: $23,514Net Income 2013: $73,9792013Revenue 2014: $93,088Expenses 2014: $12,534Net Income 2014: $80,5542014Revenue 2015: $90,772Expenses 2015: $38,729Net Income 2015: $52,0432015Revenue 2016: $80,370Expenses 2016: $179,786Net Income 2016: -$99,4162016Revenue 2017: $85,216Expenses 2017: $157,656Net Income 2017: -$72,4402017Revenue 2018: $59,196Expenses 2018: $72,951Net Income 2018: -$13,7552018Revenue 2019: $61,280Expenses 2019: $41,888Net Income 2019: $19,3922019Revenue 2020: $78,767Expenses 2020: $31,195Net Income 2020: $47,5722020Revenue 2021: $182,058Expenses 2021: $32,235Net Income 2021: $149,8232021Revenue 2022: $67,896Expenses 2022: $34,548Net Income 2022: $33,3482022Revenue 2023: $175,267Expenses 2023: $171,526Net Income 2023: $3,7412023Revenue 2024: $274,012Expenses 2024: $170,673Net Income 2024: $103,3392024

Highlighted filing

2016

Revenue$80,370
Expenses$179,786
Net Income-$99,416
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$80,370
Mission and Program Overview

Mission

The primary purpose of the soap endowment fund is to create funding for educational endeavors in obstetric anesthesia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,288,699$1,250,414▼ $38,285
Pledges and Grants Receivable$38,602$36,525▼ $2,077
Cash and Non-Interest-Bearing Accounts$8,999$12,112▲ $3,113
Total Assets$2,074,319$2,038,210▼ $36,109
Other Assets Total$738,019$739,159▲ $1,140
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$975,120$999,200▲ $24,080
Temporarily Rstr Net Assets$899,199$839,010▼ $60,189
Permanently Rstr Net Assets$200,000$200,000→ $0
Total Net Assets Fund Balance$2,074,319$2,038,210▼ $36,109
Total Liabilities and Net Assets / Fund Balance$2,074,319$2,038,210▼ $36,109

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$29,491--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$269,254-▲ $37,738-$306,992
2015$278,504-▼ $9,250-$269,254
2014$254,692-▲ $23,812-$278,504
2013$200,000-▲ $54,692-$254,692
2012$200,000---$200,000
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Manuel Vallejo Jr Md DmdImmediate Past President
John Sullivan Md MbaPresident
Brendan Carvalho Mb Bch Frca MdchPresident-elect
Mark Zakowski MdFirst Vice President
Lisa Leffert MdSecond Vice President
Jane Svinicki CaeExecutive Director
Palmoa Toledo Md MphAsa Delegate
Jeanette Bauchat MdSecretary
Scott Segal MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,645
Program Service Revenue
$0
Investment Income
$73,725
Other Revenue
$0
All Other Contributions
$6,645
Change in Net Assets
$-99,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$154,587
Other Expenses$25,199
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$134,587--$134,587
Conferences and Meetings$16,039--$16,039
Foreign Grants$10,000--$10,000
Grants to Domestic Individuals$10,000--$10,000
Fees for Service Investment Mgmnt Fees-$9,160-$9,160
Total Functional Expenses$170,626$9,160$0$179,786
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees of Columbia UniversityNew York, NY501(c)(3)General Support$60,000
Regents of the University of MichiganAnn Arbor, MI501(c)(3)General Support$50,000
BRIGHAM AND WOMEN'S HOSPITALBoston, MA501(c)(3)General Support$8,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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 B, Line 11B

“The prepared form 990 is reviewed by the organization's management and by the members of the organization's governing body before the return is filed with the irs.”

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

“Whenever any director has a conflict of interest with the organization, he/she shall call such conflict to the attention of the governing body. It is the duty of each director to disclose a conflict of interest to the governing body. The minutes of the meeting at which the disclosure is made shall reflect that the disclosure was made and whether the person with the conflict withdrew, after making full disclosure of the matter in question and the conflict, and was not present for the final discussion of the matter and vote thereon. A conflict of interest exists when 1) any director has a material financial interest in an issue, matter or transaction in which the organization has an interest or 2) when any director acts as an agent, representative or spokesperson for any person, business, group or organization, in order to influence the organization on any issue, matter, or transaction. In addition, directors should not use inside information or accept any service, discount, concession, fee for advice, or service or thing of value from any person with an interest in an issue, matter, or transaction in which the organization also has an economic or programmatic interest. New directors shall be given a copy of the policy and asked to read it. Each director shall be asked to complete a conflict of interest policy disclosure statement upon his/her appointment or reappointment to the governing body.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Soap Endowment Fund
EIN
71-0649661
Phone
4143898611
Address
6737 W WASHINGTON ST NO 4210, MILWAUKEE, WI 53214-5647

Signing Officer

Name
Jane Svinicki
Title
Executive Director
Phone
4143898611
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Svinicki
Formed
1987
Legal Domicile
Ar
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in trust 3,640.”

Financial Statement Notes

PART V, LINE 4:

“The organization's endowment funds are used to fund education and research in obstetric anesthesia.”

Raw XML AppendixShowing 400 of 468 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/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION SOLICITS FOR SIGNIFICANT SUPPORT FROM A VARIETY OF UNRELATED DONORS THROUGH MEMBERSHIP APPLICATIONS AND FROM INDIVIDUALS HAVING SPECIAL KNOWLEDGE OF OBSTETRIC ANESTHESIA TO PROVIDE EDUCATIONAL GRANTS. THE ORGANIZATION HAS RECEIVED AN INTEREST IN AN IRREVOCABLE TRUST FROM A DONOR THAT HAS PASSED. THE TRUST HAS PROVIDED DISTRIBUTION OF INVESTMENT EARNINGS OVER THE PAST SEVERAL YEARS RESULTING IN LARGER INVESTMENT EARNINGS; HOWEVER, THE ORGANIZATION CONTINUES TO SOLICIT AND EXPECTS TO BE FUNDED FROM THE PUBLIC.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010398
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt054116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt073725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt078630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt082517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt079268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt078865
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0393005
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.12100
IRS990ScheduleA/PublicSupportPY170Pct00.13290
IRS990ScheduleA/PublicSupportTotal170Amt054116
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014360
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010398
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt054116
IRS990ScheduleA/TotalSupportAmt0447121
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0269254
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0306992
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt037738
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0278504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0269254
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0254692
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0278504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023812
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0200000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0254692
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt054692
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0200000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0200000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0709668
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt129491
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM SOCIETY FOR OBSTETRIC ANESTHESIA AND PERINATOLOGY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.65150
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO FUND EDUCATION AND RESEARCH IN OBSTETRIC ANESTHESIA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.34850
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0739159
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0NORTH AMERICA
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TRAVEL AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt160000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BRIGHAM AND WOMEN'S HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TRUSTEES OF COLUMBIA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2REGENTS OF THE UNIVERSITY OF MICHIGAN
IRS990ScheduleI/RecipientTable/RecipientEIN0042312909
IRS990ScheduleI/RecipientTable/RecipientEIN1135598093
IRS990ScheduleI/RecipientTable/RecipientEIN2386006309
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt075 FRANCIS ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1535 W 116TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2881 N UNIVERSITY AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ANN ARBOR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0021156110
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1100277041
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2481091270
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MAKES CONTRIBUTIONS TO OTHER ORGANIZATIONS AND INDIVIDUALS WITH SIMILAR MISSIONS. SINCE THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSIONS, THE FOUNDATION DOES NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND BY THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WHENEVER ANY DIRECTOR HAS A CONFLICT OF INTEREST WITH THE ORGANIZATION, HE/SHE SHALL CALL SUCH CONFLICT TO THE ATTENTION OF THE GOVERNING BODY. IT IS THE DUTY OF EACH DIRECTOR TO DISCLOSE A CONFLICT OF INTEREST TO THE GOVERNING BODY. THE MINUTES OF THE MEETING AT WHICH THE DISCLOSURE IS MADE SHALL REFLECT THAT THE DISCLOSURE WAS MADE AND WHETHER THE PERSON WITH THE CONFLICT WITHDREW, AFTER MAKING FULL DISCLOSURE OF THE MATTER IN QUESTION AND THE CONFLICT, AND WAS NOT PRESENT FOR THE FINAL DISCUSSION OF THE MATTER AND VOTE THEREON. A CONFLICT OF INTEREST EXISTS WHEN 1) ANY DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN AN ISSUE, MATTER OR TRANSACTION IN WHICH THE ORGANIZATION HAS AN INTEREST OR 2) WHEN ANY DIRECTOR ACTS AS AN AGENT, REPRESENTATIVE OR SPOKESPERSON FOR ANY PERSON, BUSINESS, GROUP OR ORGANIZATION, IN ORDER TO INFLUENCE THE ORGANIZATION ON ANY ISSUE, MATTER, OR TRANSACTION. IN ADDITION, DIRECTORS SHOULD NOT USE INSIDE INFORMATION OR ACCEPT ANY SERVICE, DISCOUNT, CONCESSION, FEE FOR ADVICE, OR SERVICE OR THING OF VALUE FROM ANY PERSON WITH AN INTEREST IN AN ISSUE, MATTER, OR TRANSACTION IN WHICH THE ORGANIZATION ALSO HAS AN ECONOMIC OR PROGRAMMATIC INTEREST. NEW DIRECTORS SHALL BE GIVEN A COPY OF THE POLICY AND ASKED TO READ IT. EACH DIRECTOR SHALL BE ASKED TO COMPLETE A CONFLICT OF INTEREST POLICY DISCLOSURE STATEMENT UPON HIS/HER APPOINTMENT OR REAPPOINTMENT TO THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN BENEFICIAL INTEREST IN TRUST 3,640.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOCIETY FOR OBSTETRIC ANESTHESIA AND PERINATOLOGY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943079263
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ADVANCING THE CARE OF THE PREGNANT PATIENT AND NEONATE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06737 W WASHINGTON ST STE 4210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0532145647
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0899199
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0839010
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02074319
IRS990/TotalAssetsEOYAmt02038210
IRS990/TotalAssetsGrp/BOYAmt02074319
IRS990/TotalAssetsGrp/EOYAmt02038210
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06645
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09160

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,038,210
Liabilities
$0
Net assets
$2,038,210
Revenue
$80,370
Expenses
$179,786
Net income
-$99,416
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.00$2.81$0.27$0.17$0.10
2023Summary only. Only limited summary data is available for this year.$2.61$0.00$2.61$0.18$0.17$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.01$2.35$0.07$0.03$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$0.18$0.03$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.43$0.08$0.03$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.06$0.04$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.06$0.07$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.05$2.16$0.09$0.16$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.08$0.18$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.09$0.04$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.03$2.14$0.09$0.01$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.32$2.05$0.10$0.02$0.07
2012Summary only. Only limited summary data is available for this year.$2.12$0.36$1.76$0.09$0.07$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.11$1.62$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.03$1.76$0.04