Civic Intelligence

Midwest Growth Inc

990 • Fiscal year 2023 • EIN 81-2944346

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 11, 2024

311 N Casaloma Dr 7036Appleton, WI 54913-9101

(262) 235-0358

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.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-30%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

2nd percentile

-97%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-81%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,329

Down $79,514 (-97%) from 2022

Net Assets

Down

$2,329

Down $79,514 (-97%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$265,887

Down $1,170,113 (-81%) from 2022

Expenses

Down

$345,401

Down $1,009,752 (-75%) from 2022

Net Income

Down

-$79,514

Down $160,361 (-198%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $928Liabilities 2016: $0Net Assets 2016: $9282016Assets 2017: $41Liabilities 2017: $0Net Assets 2017: $412017Assets 2018: $2,512Liabilities 2018: $0Net Assets 2018: $2,5122018Assets 2019: $82,121Liabilities 2019: $0Net Assets 2019: $82,1212019Assets 2020: $1,255Liabilities 2020: $0Net Assets 2020: $1,2552020Assets 2021: $996Liabilities 2021: $0Net Assets 2021: $9962021Assets 2022: $81,843Liabilities 2022: $0Net Assets 2022: $81,8432022Assets 2023: $2,329Liabilities 2023: $0Net Assets 2023: $2,3292023Assets 2024: $47,606Liabilities 2024: $0Net Assets 2024: $47,6062024

Highlighted filing

2023

Assets$2,329
Liabilities$0
Net Assets$2,329

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $95,340Expenses 2016: $94,412Net Income 2016: $9282016Revenue 2017: $950Expenses 2017: $1,837Net Income 2017: -$8872017Revenue 2018: $210,500Expenses 2018: $208,029Net Income 2018: $2,4712018Revenue 2019: $222,000Expenses 2019: $142,391Net Income 2019: $79,6092019Revenue 2020: $262,000Expenses 2020: $342,866Net Income 2020: -$80,8662020Revenue 2021: $158,000Expenses 2021: $158,259Net Income 2021: -$2592021Revenue 2022: $1,436,000Expenses 2022: $1,355,153Net Income 2022: $80,8472022Revenue 2023: $265,887Expenses 2023: $345,401Net Income 2023: -$79,5142023Revenue 2024: $1,480,820Expenses 2024: $1,435,543Net Income 2024: $45,2772024

Highlighted filing

2023

Revenue$265,887
Expenses$345,401
Net Income-$79,514
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 11, 2024
Return Version
2023v5.0
Gross Receipts
$265,887
Mission and Program Overview

Mission

To advance, through issue advocacy,public policies that will promote and preserve a strong economy for wisconsin

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$81,646$2,264▼ $79,382
Land, Buildings, and Equipment, Net$197$65▼ $132
Total Assets$81,843$2,329▼ $79,514
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$81,843$2,329▼ $79,514
Total Net Assets Fund Balance$81,843$2,329▼ $79,514
Total Liabilities and Net Assets / Fund Balance$81,843$2,329▼ $79,514

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$65$1,075$1,140
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cathy ZeuskePresident
Brandon J RosnerSecretary
Luke ThompsonTreasurer &
Revenue and Support

Revenue Composition

Contributions and Grants
$263,000
Program Service Revenue
$0
Investment Income
$2,887
Other Revenue
$0
All Other Contributions
$263,000
Change in Net Assets
$-79,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,401
Grants and Similar Amounts Paid$97,000
Total Fundraising Expense$354
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$197,978--$197,978
Grants to Domestic Orgs$97,000--$97,000
Advertising$35,991-$354$36,345
Fees for Services Legal-$9,457-$9,457
Office Expenses-$737-$737
Conferences and Meetings-$550-$550
Travel$328--$328
Depreciation Depletion-$132-$132
Information Technology-$56-$56
Other Expenses-$-196-$-196
Total Functional Expenses$331,297$13,750$354$345,401
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Justice for WisconsinDe Pere, WI-Issue Advocacy$55,000
Take Back Action FundAutaugaville, AL-Issue Advocacy$30,000
Republican Party of Waukesha CountyWaukesha, WI-Issue Advocacy$12,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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, Page 6, Part VI, Line 11B

The form 990 shall be available for review by the board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

The policy shall be distributed annually to all directors, officers and board members. All covered individuals shall sign an acknowledgement that they have received, understand and agree to abide by its terms.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Midwest Growth Inc
EIN
81-2944346
Phone
2622350358
Address
311 N CASALOMA DR 7036, APPLETON, WI 54913-9101

Signing Officer

Name
Brandon J Rosner
Title
Secretary
Phone
2622241048
Signed
2024-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandon J Rosner
Formed
2016
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Broesch & Co Sc
Address
1601 E RACINE AVE SUITE 101, WAUKESHA, WI 53186
Preparer
Michael P Hammond CPA
Phone
2625420852
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: canvasing expense 153,526 0 0 consulting: res & polling 42,973 0 0 mailing services 1,479 0 0 total 197,978 0 0

Raw XML Appendix338 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/FormationYr02016
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01075
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IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt081843
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0737
IRS990/OfficeExpensesGrp/TotalAmt0737
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0INTERNET
IRS990/OtherExpensesGrp/Desc1PHONE
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11319
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2195
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IRS990/OtherExpensesGrp/TotalAmt11319
IRS990/OtherExpensesGrp/TotalAmt2195
IRS990/OtherExpensesGrp/TotalAmt3-196
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0881159
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt212000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 SHALL BE AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY SHALL BE DISTRIBUTED ANNUALLY TO ALL DIRECTORS, OFFICERS AND BOARD MEMBERS. ALL COVERED INDIVIDUALS SHALL SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED, UNDERSTAND AND AGREE TO ABIDE BY ITS TERMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING: CANVASING EXPENSE 153,526 0 0 CONSULTING: RES & POLLING 42,973 0 0 MAILING SERVICES 1,479 0 0 TOTAL 197,978 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/TotalRevenueGrp/ExclusionAmt02887
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265887
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt081843
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02329
IRS990/TravelGrp/ProgramServicesAmt0328
IRS990/TravelGrp/TotalAmt0328
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0311 N CASALOMA DR 7306
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0549139101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0MIDWESTGROWTHINC.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDON J ROSNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02622241048
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDWEST GROWTH INC
ReturnHeader/Filer/BusinessNameControlTxt0MIDW
ReturnHeader/Filer/EIN0812944346
ReturnHeader/Filer/PhoneNum02622350358
ReturnHeader/Filer/USAddress/AddressLine1Txt0311 N CASALOMA DR 7036
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549139101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391715727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROESCH & CO SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 E RACINE AVE SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02625420852
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P HAMMOND CPA
ReturnHeader/ReturnTs02024-10-31T11:40:04-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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