WBD INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WBD INC (EIN 39-1400466)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-14
- IRS object ID
- 202220459349301037
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-14T11:24:58-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391400466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WBD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WBDI | BusinessNameControlTxt |
| Phone | 6088190390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4618 SOUTH BILTMORE LANE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE MAHUTA | PersonNm |
| Person Title | SENIOR VP OF FINANCE & ADMIN | PersonTitleTxt |
| Phone | 6088190390 | PhoneNum |
| Signature | 2022-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCIE | PersonFirstNm |
| Person Last | MAHUTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON STEPHENS CPA | PreparerPersonNm |
| PTIN | P01263225 | PTIN |
| Phone | 6082744020 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN SCHNEIDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4618 SOUTH BILTMORE LANE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,761,336 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WBD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ASSIST SMALL BUSINESSES TO OBTAIN CAPITAL FROM THE SBA TO SUPPORT JOB CREATION AND RETENTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,446,090 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,551,161 | CYProgramServiceRevenueAmt |
| PY Investment Income | $168,266 | PYInvestmentIncomeAmt |
| CY Investment Income | $185,467 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,800 | PYOtherRevenueAmt |
| CY Other Revenue | $16,594 | CYOtherRevenueAmt |
| PY Total Revenue | $7,624,156 | PYTotalRevenueAmt |
| CY Total Revenue | $8,753,222 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $406,623 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $176,065 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,413,519 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,918,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,177,298 | PYOtherExpensesAmt |
| CY Other Expenses | $1,168,116 | CYOtherExpensesAmt |
| PY Total Expenses | $6,997,440 | PYTotalExpensesAmt |
| CY Total Expenses | $7,262,941 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $626,716 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,490,281 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,220,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,427,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,477,963 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,241,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,742,248 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,186,145 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WBD IS A BUSINESS FINANCE RESOURCE THAT PROVIDES THE KNOWLEDGE, SERVICES AND ACCESS TO CAPITAL NEEDED TO CREATE JOBS, GROW BUSINESSES AND BUILD COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,765,899 | ExpenseAmt |
| Grant | $176,065 | GrantAmt |
| Revenue | $8,551,161 | RevenueAmt |
| Desc | WBD, INC. WAS FORMED TO ASSIST SMALL BUSINESSES IN GAINING ACCESS TO CAPITAL IN ORDER TO GROW THEIR BUSINESSES, CREATE JOBS, AND BUILD COMMUNITIES.THE CORNERSTONE OF WBD'S SUCCESS IS THE DELIVERY OF THE SBA 504 PRODUCT. SOLD NATIONWIDE EXCLUSIVELY BY NOT-FOR-PROFIT CERTIFIED DEVELOPMENT COMPANIES (CDC), THE SBA 504 LOAN FULFILLS THE U.S. SMALL BUSINESS ADMINISTRATION'S (SBA) PUBLIC POLICY OBJECTIVE TO SUPPORT SMALL BUSINESSES AND CREATE JOBS IN OUR COMMUNITIES THROUGH LONG-TERM, FIXED RATE FINANCING. AT 9/30/21, THE SBA 504 PORTFOLIO INCLUDED 1,511 LOANS TOTALING $841,750,991. DURING THE REPORTING PERIOD 313 NEW LOANS WERE AUTHORIZED FOR OVER $270 MILLION AS A PART OF PROJECTS TOTALLING OVER $756 MILLION. THESE PROJECTS ARE PROJECTED TO CREATE AN ADDITIONAL 2,692 JOBS. WBD CURRENTLY PROVIDES ACCESS TO FINANCING FOR THOUSANDS BUSINESSES THROUGHOUT WISCONSIN, IN 14 COUNTIES (LARGELY THE TWIN CITIES AREA) IN MINNESOTA, AND THE BORDER AREAS IN THE UPPER PENINUSLA OF MICHIGAN. SINCE 1981 WBD HAS HELPED CREATE MORE THAN 72,000 JOBS. THIS PAST YEAR, WBD RANKED AS THE 7TH MOST ACTIVE CDC IN THE NATION, BASED ON DOLLAR VOLUME OUT OF ROUGHLY 200 CDCS IN THE U.S. THROUGH OUR LLC AFFILIATE, WBD SERVICE COMPANY, WE PROVIDE OUTSOURCED SERVICES TO FINANCIAL INSTITUTIONS AND NON-BANK COMMUNITY DEVELOPMENT LENDERS FOR THE SBA GOVERNMENT SPONSORED LENDING PROGRAMS. THROUGH BOTH TRAINING AND OUTSOURCED SERVICES WBD INCREASES PARTNER INSTITUTIONS ABILITY TO ACCESS SBA PROGRAMS TO SERVE THIER BUSINESS CLIENTS. WDB'S EXPERTISE WITH THE SBA 7(A) AND COMMUNITY REINVESTMENT FUND PROGRAMS, ALONG WITH OTHER NATIONAL, STATE, AND LOCAL PROGRAMS, DELIVERS VALUE FOR PROJECTS THAT NEED MORE THAN FIXED ASSET FINANCING AVAILABLE THROUGH OUR CORE SBA 504 LOAN PROGRAM. DURING THE REPORTING PERIOD, WBD PACKAGED 89 7(A) LOANS VALUED AT OVER $72 MILLION. THESE LOANS SUPPORTED THE CREATION OF 377 NEW JOBS. ADDITIONALLY, THROUGH OUR PARTNERSHIP WITH VARIOUS COMMUNITY DEVELOPMENT AND MINORITY CHAMBER ORGANIZATIONS, WBD SERVICE COMPANY OFFERS LOAN SERVICING AND BACK OFFICE SUPPORT ENHANCING THE AGENCIES' ABILITIES TO DELIVER THE SERVICES THEY PROVIDE. THESE AGENCIES INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: HMONG CHAMBER OF COMMERCE, AFRICAN AMERICAN CHAMBER OF COMMERCE, AND FIRST AMERICAN CAPITAL CORPORATION. | Desc |
| Total Program Service Expenses | $5,765,899 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 47 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIE MAHUTA | PersonNm |
| Phone | 6088190390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4618 SOUTH BILTMORE LANE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| STEPHEN KOHL | |||||||
| VP & LOAN OFFICER | 40.00 | Yes (X) | $251,014 | $0 | $36,683 | ||
| JASON MONNETT | |||||||
| SENIOR VP & SENIOR LENDER | 40.00 | Yes (X) | $194,365 | $0 | $23,334 | ||
| NICHOLAS DREWSEN | |||||||
| VP & LOAN OFFICER | 40.00 | Yes (X) | $191,490 | $0 | $22,216 | ||
| LANCE WALTER | |||||||
| SENIOR VP MARKETING & COMMUNICATIONS | 40.00 | Yes (X) | $157,326 | $0 | $12,701 | ||
| MARCIE MAHUTA | |||||||
| SENIOR VP OF FINANCE & ADMINISTRATION | 40.00 | Yes (X) | $138,936 | $0 | $19,651 | ||
| RANDAL KYLE | |||||||
| DIRECTOR OF GOVERNANCE & COMPLIANCE | 40.00 | $515,352 | $0 | $34,161 | Yes (X) | ||
| DAN SCHNEIDER | |||||||
| CORPORATE EXECUTIVE OFFICER | 40.00 | $320,132 | $0 | $56,598 | Yes (X) | Yes (X) | |
| WENDA ROYCRAFT | |||||||
| SENIOR VP & CORP CREDIT OFFICER | 40.00 | $252,149 | $0 | $22,349 | Yes (X) | ||
| BILL MITCHELL | |||||||
| CHAIR | 1.00 | $3,350 | $0 | $0 | Yes (X) | Yes (X) | |
| STEVE PETERSON | |||||||
| VICE CHAIR | 1.00 | $3,100 | $0 | $0 | Yes (X) | Yes (X) | |
| KIM KINDSCHI | |||||||
| SECRETARY (THRU MID-NOV) | 1.00 | $3,400 | $0 | $0 | Yes (X) | Yes (X) | |
| BARB LAMUE | |||||||
| SECRETARY (BEG MID-NOV) | 1.00 | $350 | $0 | $0 | Yes (X) | Yes (X) | |
| TIM SCHNEIDER | |||||||
| DIRECTOR | 1.00 | $3,950 | $0 | $0 | Yes (X) | ||
| PATRICK SCHLOSS | |||||||
| DIRECTOR | 1.00 | $3,500 | $0 | $0 | Yes (X) | ||
| DAVE PROVANCHER | |||||||
| DIRECTOR | 1.00 | $2,700 | $0 | $0 | Yes (X) | ||
| TOM MEWS | |||||||
| DIRECTOR | 1.00 | $2,150 | $0 | $0 | Yes (X) | ||
| CRAIG ADERHOLD | |||||||
| DIRECTOR | 1.00 | $1,250 | $0 | $0 | Yes (X) | ||
| PAM CHRISTENSON | |||||||
| DIRECTOR | 1.00 | $850 | $0 | $0 | Yes (X) | ||
| DAVE BORCHARDT | |||||||
| DIRECTOR | 1.00 | $700 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,046,064 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $227,693 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STAFFORD ROSENBAUM LLP | |||||
| PO BOX 1784 | MADISON | WI | 53701 | ATTORNEY FEES | $484,098 |
| WIPFLI LLP | |||||
| PO BOX 8700 | MADISON | WI | 53713 | ACCOUNTING AND IT SERVICES | $174,267 |
| LAW FIRM OF CONWAY OLEJNICZAK & JERRY | |||||
| PO BOX 23200 | GREEN BAY | WI | 54305 | LEGAL FEES | $163,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FROM LENDING ACTIVITIES | 522291 | $8,276,004 | $8,276,004 |
| FLOAT INTEREST EARNED | 522291 | $149,382 | $149,382 |
| LENDER SERVICES & TRAININGS | 522291 | $125,775 | $125,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,551,161 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,681 | TotalRevenueColumnAmt |
| Exclusion | $179,681 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $13,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $8,114 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,786 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,786 | TotalRevenueColumnAmt |
| Exclusion | $5,786 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,594 | TotalRevenueColumnAmt |
| Exclusion | $16,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,594 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,753,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,551,161 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $202,061 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,065 | TotalAmt |
| Program Services | $176,065 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142,622 | TotalAmt |
| Program Services | $881,874 | ProgramServicesAmt |
| Management And General | $260,748 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,817,089 | TotalAmt |
| Program Services | $3,058,166 | ProgramServicesAmt |
| Management And General | $758,923 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,569 | TotalAmt |
| Program Services | $297,693 | ProgramServicesAmt |
| Management And General | $73,876 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,732 | TotalAmt |
| Program Services | $225,717 | ProgramServicesAmt |
| Management And General | $56,015 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,748 | TotalAmt |
| Program Services | $244,958 | ProgramServicesAmt |
| Management And General | $60,790 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,201 | TotalAmt |
| Management And General | $6,201 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,327 | TotalAmt |
| Management And General | $32,327 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,785 | TotalAmt |
| Management And General | $42,785 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,594 | TotalAmt |
| Program Services | $5,837 | ProgramServicesAmt |
| Management And General | $757 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,519 | TotalAmt |
| Program Services | $82,937 | ProgramServicesAmt |
| Management And General | $20,582 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,177 | TotalAmt |
| Program Services | $102,641 | ProgramServicesAmt |
| Management And General | $28,536 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,837 | TotalAmt |
| Program Services | $183,339 | ProgramServicesAmt |
| Management And General | $45,498 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,585 | TotalAmt |
| Program Services | $286,488 | ProgramServicesAmt |
| Management And General | $71,097 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,633 | TotalAmt |
| Program Services | $24,547 | ProgramServicesAmt |
| Management And General | $6,086 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,392 | TotalAmt |
| Program Services | $25,146 | ProgramServicesAmt |
| Management And General | $6,246 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,495 | TotalAmt |
| Program Services | $59,684 | ProgramServicesAmt |
| Management And General | $14,811 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,358 | TotalAmt |
| Program Services | $35,539 | ProgramServicesAmt |
| Management And General | $8,819 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $53,207 | $53,207 | |
| DUES AND SUBSCRIPTIONS | $14,806 | $11,861 | $2,945 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,200 | TotalAmt |
| Program Services | $10,200 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,262,941 | TotalAmt |
| Program Services | $5,765,899 | ProgramServicesAmt |
| Management And General | $1,497,042 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,412 | BOYAmt |
| EOY | $530,018 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,318,840 | BOYAmt |
| EOY | $4,945,870 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $818,448 | BOYAmt |
| EOY | $552,281 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,308 | BOYAmt |
| EOY | $153,751 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,878 | BOYAmt |
| EOY | $114,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $570,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $467,668 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,039 | BOYAmt |
| EOY | $102,431 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,823,007 | BOYAmt |
| EOY | $7,793,507 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $168,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,279 | BOYAmt |
| EOY | $67,508 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,220,211 | BOYAmt |
| EOY | $14,427,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,058 | BOYAmt |
| EOY | $2,377,732 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,393 | BOYAmt |
| EOY | $33,675 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $668,512 | BOYAmt |
| EOY | $830,246 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,477,963 | BOYAmt |
| EOY | $3,241,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,742,248 | BOYAmt |
| EOY | $11,186,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,742,248 | BOYAmt |
| EOY | $11,186,145 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,220,211 | BOYAmt |
| EOY | $14,427,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,490,281 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $953,616 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $400,358 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,669,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,386,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,774,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,446,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,551,161 | CurrentTaxYearAmt |
| Total | $35,826,915 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,594 | CurrentTaxYearAmt |
| Total | $127,861 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,707,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,686,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,937,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,455,890 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,567,755 | CurrentTaxYearAmt |
| Total | $36,355,134 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $36,355,134 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $163,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,681 | CurrentTaxYearAmt |
| Total | $657,815 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $163,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,681 | CurrentTaxYearAmt |
| Total | $657,815 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,771,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,785,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,089,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,619,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,747,436 | CurrentTaxYearAmt |
| Total | $37,012,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98440 | PublicSupportPY509Pct |
| Investment Income CY | 0.01780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01560 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,281 | DepreciationAmt |
| Book Value | $12,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $386,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $312,517 | DepreciationAmt |
| Book Value | $73,660 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,995 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,870 | DepreciationAmt |
| Book Value | $16,125 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $102,431 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPLICATION DEPOSITS | Desc |
| Amt | $830,246 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $830,246 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO DETERMINE WHETHER IT'S MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THERE ARE NO RECORDED ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WISCONSIN WOMEN'S BUSINESS INITIATIVE CORP | |||||||
| 1533 N RIVERCENTER DRIVE | MILWAUKEE | WI | 53212 | 391597954 | 501(C)(3) | $75,000 | SUPPORT KIVA GREATER MADISON PROJECT |
| SMALL BUSINESS DEVELOPMENT CENTER AT UW-SUPERIOR | |||||||
| OLD MAIN 129 | SUPERIOR | WI | 54880 | 391805963 | UNIVERSITY OF WI | $30,000 | FUNDING TO CREATE AND LAUNCH NEW INCUBATOR PROGRAM IN CONJUNCTION WITH VENTURE HOME ENTREPRENEURSHIP PROGRAM |
| NORTHEAST ENTREPRENEUR FUND INC | |||||||
| 202 W SUPERIOR ST STE 311 | DULUTH | MN | 55802 | 363566632 | 501(C)(3) | $50,000 | LOAN CAPITAL TO SMALL BUSINESS THAT CREATE AND RETAIN JOBS IN RURAL COUNTIES OF WI AND MN |
| NEW NORTH INC | |||||||
| 600 N ADAMS S | GREEN BAY | WI | 54301 | 260114487 | 501(C)(3) | $13,500 | FUNDING START UP WEEK ENTREPRENEURIAL PITCH CONTEST IN SEVEN-COUNTY REGION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH COMPLIANCE OF PROGRAM FUNDING SOURCE REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN KOHL | ||||||||||||||
| VP & LOAN OFFICER | $112,979 | $0 | $137,855 | $0 | $180 | $0 | $11,515 | $0 | $25,168 | $0 | $287,697 | $0 | $0 | $0 |
| JASON MONNETT | ||||||||||||||
| SENIOR VP & SENIOR LENDER | $150,448 | $0 | $41,960 | $0 | $1,957 | $0 | $8,227 | $0 | $15,107 | $0 | $217,699 | $0 | $0 | $0 |
| NICHOLAS DREWSEN | ||||||||||||||
| VP & LOAN OFFICER | $104,576 | $0 | $86,671 | $0 | $243 | $0 | $8,803 | $0 | $13,413 | $0 | $213,706 | $0 | $0 | $0 |
| LANCE WALTER | ||||||||||||||
| SENIOR VP MARKETING & COMMUNICATIONS | $125,331 | $0 | $31,500 | $0 | $495 | $0 | $5,327 | $0 | $7,374 | $0 | $170,027 | $0 | $0 | $0 |
| MARCIE MAHUTA | ||||||||||||||
| SENIOR VP OF FINANCE & ADMINISTRATIO | $114,811 | $0 | $25,820 | $0 | -$1,695 | $0 | $6,080 | $0 | $13,571 | $0 | $158,587 | $0 | $0 | $0 |
| RANDAL KYLE | ||||||||||||||
| DIRECTOR OF GOVERNANCE & COMPLIANCE | $190,067 | $0 | $80,750 | $0 | $244,535 | $0 | $8,599 | $0 | $25,562 | $0 | $549,513 | $0 | $0 | $0 |
| DAN SCHNEIDER | ||||||||||||||
| CORPORATE EXECUTIVE OFFICER | $221,567 | $0 | $75,000 | $0 | $23,565 | $0 | $13,898 | $0 | $42,700 | $0 | $376,730 | $0 | $0 | $0 |
| WENDA ROYCRAFT | ||||||||||||||
| SENIOR VP & CORP CREDIT OFFICER | $178,295 | $0 | $54,200 | $0 | $19,654 | $0 | $10,260 | $0 | $12,089 | $0 | $274,498 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF FORM 990 IS REVIEWED BY THE SENIOR VP OF FINANCE & ADMIN. A FINAL DRAFT OF FORM 990 PROVIDED TO ALL MEMBERS OF THE AUDIT & FINANCE COMMITTEE FOR REVIEW AND TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THE COMPLETED FORM 990 IS POSTED TO THE SECURE PORTION OF THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEE SIGNED ACKNOWLEDGEMENTS STATING UNDERSTANDING OF THE POLICY ARE COLLECTED ANNUALLY. BOARD AND COMMITTEE MEMBERS ABSTAIN FROM VOTING ON AN ISSUE IF THERE IS A CONFLICT OR PERCEIVED CONFLICT. U.S. SMALL BUSINESS ADMINSTRATION REGULATORY COMPLIANCE REQUIRE THE ORGANIZATION TO REPORT CONFLICTS OF INTEREST. DIRECTORS RESPOND TO A SURVEY THAT INQUIRES ABOUT OTHER BOARD PARTICIPATION AND INVOLVEMENT. THOSE BOARD RESPONSES ARE REVIEWED TO ASSURE POLICY COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CORPORATE EXECUTIVE OFFICER. A PERIODIC MARKET SURVEY IS CONDUCTED THROUGH USE OF A LABOR CONSULTANT AND USED WHEN REVIEWING EXECUTIVE COMPENSATION. THE COMPENSATION OF THE OTHER MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM IS REVIEWED AND SET BY THE CORPORATE EXECUTIVE OFFICER. THE BOARD, THROUGH APPROVAL OF THE OVERALL OPERATING BUDGET, REVIEWS AND APPROVES COMPENSATION AND BONUS PAYMENTS. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WBD SERVICE COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4618 SOUTH BILTMORE LANE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352289288 | EIN |
| Primary Activities | LOAN UNDERWRITING, SERVICING, AND COMPLIANCE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $179,314 | TotalIncomeAmt |
| End Of Year Assets | $268,976 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WBD INC | BusinessNameLine1Txt |