SPECIAL OLYMPICS WISCONSIN INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL OLYMPICS WISCONSIN INC (EIN 39-1176591)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-25
- IRS object ID
- 201412069349300631
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-25T12:43:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537088700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391176591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIAL OLYMPICS WISCONSIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SPEC | BusinessNameControlTxt |
| Phone | 6082221324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 CROSSROADS DRIVE NO 1000 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53718 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL ELLIS | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6082221324 | PhoneNum |
| Signature | 2014-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI KONKEL | PreparerPersonNm |
| PTIN | P00503121 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2014-07-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL ELLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 CROSSROADS DRIVE NO 1000 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,032,676 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 8028 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPECIALOLYMPICSWISCONSIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SPORTS TRAINING AND COMPETITION FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 11360 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,950,165 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,360,379 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $47,195 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,723 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,863 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,290 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$361,137 | PYOtherRevenueAmt |
| CY Other Revenue | -$250,249 | CYOtherRevenueAmt |
| PY Total Revenue | $4,697,086 | PYTotalRevenueAmt |
| CY Total Revenue | $5,218,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,207,865 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,327,031 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $167,357 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $142,305 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $936,350 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,208,166 | PYOtherExpensesAmt |
| CY Other Expenses | $2,518,999 | CYOtherExpensesAmt |
| PY Total Expenses | $4,583,388 | PYTotalExpensesAmt |
| CY Total Expenses | $5,004,335 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $113,698 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $213,808 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,534,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,132,137 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $125,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $220,802 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,409,735 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,911,335 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SPECIAL OLYMPICS WISCONSIN IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOP PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPICS ATHLETES AND THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,300,910 | ExpenseAmt |
| Revenue | $46,723 | RevenueAmt |
| Desc | GAMES & COMPETITION: THROUGH PARTICIPATION IN 670 LOCAL COMPETITIONS AND 6 STATE CHAMPIONSHIPS, OVER 10,000 SPECIAL OLYMPIC ATHLETES FROM WISCONSIN HAVE AMPLE OPPORTUNITY TO PRACTICE AND HONE THEIR SKILLS. WITH 17 DIFFERENT OLYMPIC-TYPE SPORTS OFFERED YEAR-ROUND, INCLUDING NATIONAL AND WORLD GAMES EVERY TWO TO FOUR YEARS, THERE IS SOMETHING FOR EVERYONE. THROUGH THE HEALTHY ATHLETES PROGRAM, ATHLETES RECEIVE FREE ACCESS TO BASIC HEALTH CARE SCREENINGS TO ENSURE OPTIMAL HEALTH AND PERFORMANCE DURING COMPETITION. HEALTH DISCIPLINES INCLUDE ORAL, VISION, AUDIOLOGY, PODIATRY, STRENGTH AND FLEXIBILITY, NUTRITION AND HEALTHY HABITS, AS WELL AS GENERAL HEALTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $802,108 | ExpenseAmt |
| Desc | TRAINING & EDUCATION:THE AVAILABILITY OF QUALITY COACHES ENSURES GROWTH OF THE PROGRAM'S ATHLETE BASE AND PROVIDES QUALITY EXPERIENCES. THROUGH ANNUAL TRAINING FORUMS, SPECIAL OLYMPIC COACHES ARE TRAINED ON CURRENT PRACTICES FOR EACH SPORT PER THE NATIONAL GOVERNING BODY (NGB). EACH YEAR, NEARLY 300 VOLUNTEER COACHES AND OFFICIALS ARE CERTIFIED TO DELIVER AUTHENTIC, COMPETITIVE SPORTING EVENTS, MIRRORING AN ATHLETE'S EXPERIENCE OF OTHER REPUTABLE SPORTS ORGANIZATIONS. COLLECTIVELY, SPECIAL OLYMPICS WI HAS OVER 1,100 CERTIFIED COACHES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $615,613 | ExpenseAmt |
| Desc | PUBLIC EDUCATION:PUBLIC RELATIONS AND THE MEDIA PLAY A HUGE ROLE IN THE SUCCESS OF SPECIAL OLYMPICS. FROM BRINGING ATTENTION TO OUR SPORTING AND FUND RAISING EVENTS TO COVERING OUR INSPIRING STORIES IN THE MEDIA, THE ATHLETES APPRECIATE AND DESERVE TO BE IN THE SPOTLIGHT FOR THEIR ACCOMPLISHMENTS. THE PUBLIC RELATIONS AREA FOCUSES ON DRAWING ATTENTION TO OUR FIVE STATE GAMES FOR NOT ONLY MEDIA COVERAGE, BUT VOLUNTEER RECRUITMENT. THIS ALSO APPLIES TO ANY NATIONAL GAMES OR WORLD GAMES TAKING PLACE TO LINE UP ATHLETE APPEARANCES, MEDIA INTERVIEWS, ETC. THE PR AREA ALSO ORGANIZES ALL OPENING/CLOSING CEREMONIES FOR ALL FIVE STATE GAMES. LASTLY, THE DEPARTMENT DRAWS IN MEDIA AND THE PUBLIC TO ALL FUNDRAISING EVENTS THROUGH PR CAMPAIGNS AND DESIGNING OF BROCHURES, POSTERS, AND OTHER MARKETING PROJECTS AS WELL AS MARKETING/CROSS PROMOTIONS FOR SPONSOR-RELATED EVENTS. OUTSIDE OF EVENTS, THE DEPARTMENT TAKES THE LEAD ON THE WEBSITE, VIDEO PRODUCTION, INTERNAL STAFF FUNCTIONS, THE CRISIS PLAN, NEWSLETTER AND ARTICLE WRITING, GOVERNMENT RELATIONS, AND OTHER EVENT PLANNING AND MARKETING NEEDED. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $379,519 | $16,000 | OUTREACH:BY ENGAGING INDIVIDUALS IN THE SPECIAL OLYMPICS EXPERIENCE, COMMUNITIES FOSTER A SUPPORTIVE ENVIRONMENT FOR ENABLING ATHLETES, EMPOWERING FAMILIES, ACTIVATING YOUTH, REVOLUTIONIZING SERVICES AND BUILDING EXEMPLARY COMMUNITIES OF CHANGE. ANNUAL PROGRAMMING EFFORTS INCLUDE UNIFIED SPORTS, WHICH COMBINES ATHLETES WITH AND WITHOUT INTELLECTUAL DISABILITIES TO FORM TEAMS FOR TRAINING AND COMPETITION; YOUNG ATHLETES, WHERE ALL CHILDREN AGE TWO TO SEVEN LEARN SPORTS SKILLS; CAMP SHRIVER, OFFERS HUNDREDS OF CHILDREN WITH AND WITHOUT DISABILITIES TO ENJOY A CAMP EXPERIENCE; AND ATHLETE LEADERSHIP PROGRAM, WHERE ATHLETES ARE TRAINED FOR LEADERSHIP POSITIONS IN SPECIAL OLYMPICS WI AND THEIR COMMUNITIES. |
| $654,552 | AGENCYEXPENSE RELATED TO THE OPERATIONS OF LOCAL AGENCIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,034,071 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $16,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,752,702 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL ELLIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082221324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 CROSSROADS DRIVE 1000 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53718 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TIFFANY BEAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE BUCK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL CAROLLO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CAYER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MICHAEL CLARK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GOOZE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA HILL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY KARNER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN KESSELER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY KOBEL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRITTANY OGDEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN S SMITH | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY VITE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VINCE VITRANO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED WALL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE WHITELY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL BANIEL | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY MAHLOCH | ||||||
| CHAIR-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANGELA ACHENBACH | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA WALTER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DENNIS ALLDRIDGE | ||||||
| PRESIDENT | 40.00 | $133,996 | $0 | $13,553 | Yes (X) | |
| CAROL ELLIS | ||||||
| CHIEF OPERATIONS OFFICER | 40.00 | $109,073 | $0 | $6,142 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $243,069 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,695 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE HERITAGE COMPANY | |||||
| 2402 WILDWOOD AVENUE | NORTH LITTLE ROCK | AR | 72120 | PROFESSIONAL FUNDRAISING | $167,357 |
| UNIVERSITY OF WISCONSIN STEVENS POINT | |||||
| 1015 RESERVE STREET | STEVENS POINT | WI | 54481 | HOUSING, FOOD, EQUIPMENT FOR SUMMER GAME | $161,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,274,304 | FundraisingAmt |
| All Other Contributions | $3,086,075 | AllOtherContributionsAmt |
| Noncash Contributions | $178,404 | NoncashContributionsAmt |
| Total Contributions | $5,360,379 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $46,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,723 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,723 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,657 | TotalRevenueColumnAmt |
| Exclusion | $54,657 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,854 | TotalRevenueColumnAmt |
| Exclusion | $71,854 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $207,411 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,778 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,633 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,633 | TotalRevenueColumnAmt |
| Exclusion | $6,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $161,560 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,274,304 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $547,285 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$385,725 | TotalRevenueColumnAmt |
| Exclusion | -$385,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $130,045 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $66,470 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,575 | TotalRevenueColumnAmt |
| Exclusion | $63,575 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47 | TotalRevenueColumnAmt |
| Exclusion | $47 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $47 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,218,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,723 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$188,959 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Program Services | $16,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,764 | TotalAmt |
| Program Services | $178,680 | ProgramServicesAmt |
| Management And General | $18,393 | ManagementAndGeneralAmt |
| Fundraising | $65,691 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,029 | TotalAmt |
| Program Services | $1,136,980 | ProgramServicesAmt |
| Management And General | $117,042 | ManagementAndGeneralAmt |
| Fundraising | $418,007 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,657 | TotalAmt |
| Program Services | $49,407 | ProgramServicesAmt |
| Management And General | $5,086 | ManagementAndGeneralAmt |
| Fundraising | $18,164 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,716 | TotalAmt |
| Program Services | $107,247 | ProgramServicesAmt |
| Management And General | $11,040 | ManagementAndGeneralAmt |
| Fundraising | $39,429 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,865 | TotalAmt |
| Program Services | $110,068 | ProgramServicesAmt |
| Management And General | $11,331 | ManagementAndGeneralAmt |
| Fundraising | $40,466 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,700 | TotalAmt |
| Management And General | $6,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,305 | TotalAmt |
| Fundraising | $142,305 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,392 | TotalAmt |
| Management And General | $12,392 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,333 | TotalAmt |
| Program Services | $163,545 | ProgramServicesAmt |
| Management And General | $9,788 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,968 | TotalAmt |
| Program Services | $9,565 | ProgramServicesAmt |
| Management And General | $1,403 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,488 | TotalAmt |
| Program Services | $356,416 | ProgramServicesAmt |
| Management And General | $59,047 | ManagementAndGeneralAmt |
| Fundraising | $112,025 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,723 | TotalAmt |
| Program Services | $387,108 | ProgramServicesAmt |
| Management And General | $16,615 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,384 | TotalAmt |
| Program Services | $97,440 | ProgramServicesAmt |
| Management And General | $19,944 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,874 | TotalAmt |
| Program Services | $44,874 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,960 | TotalAmt |
| Program Services | $11,872 | ProgramServicesAmt |
| Management And General | $1,018 | ManagementAndGeneralAmt |
| Fundraising | $4,070 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,892 | TotalAmt |
| Program Services | $34,451 | ProgramServicesAmt |
| Management And General | $21,841 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| COMPETITION AND TRAININ | $645,820 | $645,820 | ||
| IN KIND GOODS | $178,404 | $178,404 | ||
| FUNDRAISING EDUCATION | $172,600 | $77,007 | $95,593 | |
| RECOGNITION AND AWARDS | $86,398 | $82,755 | $3,643 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,063 | TotalAmt |
| Program Services | $65,063 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,004,335 | TotalAmt |
| Program Services | $3,752,702 | ProgramServicesAmt |
| Management And General | $315,283 | ManagementAndGeneralAmt |
| Fundraising | $936,350 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,975 | BOYAmt |
| EOY | $1,978,212 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,208 | BOYAmt |
| EOY | $24,820 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,844 | BOYAmt |
| EOY | $97,766 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,175 | BOYAmt |
| EOY | $51,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $208,599 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $162,635 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,924 | BOYAmt |
| EOY | $45,964 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,669,843 | BOYAmt |
| EOY | $1,934,049 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,534,969 | BOYAmt |
| EOY | $4,132,137 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,893 | BOYAmt |
| EOY | $114,579 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,341 | BOYAmt |
| EOY | $106,223 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,234 | BOYAmt |
| EOY | $220,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,291,125 | BOYAmt |
| EOY | $3,763,656 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,115 | BOYAmt |
| EOY | $125,484 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,495 | BOYAmt |
| EOY | $22,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,409,735 | BOYAmt |
| EOY | $3,911,335 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,534,969 | BOYAmt |
| EOY | $4,132,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $213,808 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $257,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $30,215 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,218,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,304,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,493,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,950,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,360,379 | CurrentTaxYearAmt |
| Total | $23,327,372 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,218,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,304,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,493,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,950,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,360,379 | CurrentTaxYearAmt |
| Total | $23,327,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $193,205 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,134,167 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,511 | CurrentTaxYearAmt |
| Total | $902,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,229,661 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,679,432 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $34,483 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $34,483 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PAYMENTS TO A LOBBYIST WORKING DIRECTLY WITH THE STATE OF WISCONSIN GOVERNMENT TO SECURE MORE FUNDING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,495 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| End Year Balance | $22,195 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,295 | BeginningYearBalanceAmt |
| Contributions | $1,200 | ContributionsAmt |
| End Year Balance | $21,495 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,595 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| End Year Balance | $20,295 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,445 | BeginningYearBalanceAmt |
| Contributions | $1,150 | ContributionsAmt |
| End Year Balance | $19,595 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,175 | BeginningYearBalanceAmt |
| Contributions | $1,270 | ContributionsAmt |
| End Year Balance | $18,445 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $208,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,635 | DepreciationAmt |
| Book Value | $45,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,964 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,695,079 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $257,577 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,684,468 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $547,283 | OtherRevenueAmt |
| Revenue Not Reported | $2,489,328 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,205,751 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,392 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,392 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,218,143 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,223,694 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,684,468 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $547,283 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,231,751 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,991,943 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,392 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,392 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,004,335 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUND IS INTENDED TO EARN REVENUE TO SUPPORT THE ACTIVITIES OF THE ORGANIZATION. |
| PART X, LINE 2: | SOWI IS REQUIRED TO ASSESS WHETHER IT IS 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. SOWI HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR TAX YEARS 2010, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 547,283. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 547,283. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 WILDWOOD AVENUE | AddressLine1 |
| City | NORTH LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMARKETING | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $327,710 | GrossReceiptsAmt |
| Retained By Contractor | $142,305 | RetainedByContractorAmt |
| Net To Organization | $185,405 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $327,710 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $142,305 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $185,405 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | POLAR PLUNGE | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,813,126 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,751,107 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,019 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $152 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $94,058 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,412 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $250,439 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | TORCH RUN | NameOfEvent2Amt |
| Gross Receipts Event2 | $242,645 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $176,655 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $65,990 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $976 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $9,484 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $44,674 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $380,093 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $346,542 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $33,551 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $2,018 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $33,500 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,439 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $100,133 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,435,864 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,274,304 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $161,560 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,170 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $128,534 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,335 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $395,246 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $547,285 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$385,725 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PAYMENTS TO THE HERITAGE COMPANY ARE FOR SOLICITATION OF CONTRIBUTIONS FROM DONORS VIA TELEMARKETING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADISON METROPLITAN SCHOOL DISTRICT MADISON SCHOOL COMMUNITY RECREATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3802 REGENT STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 396003202 | RecipientEIN |
| IRC Section | CITY OF MADISON, WI | IRCSectionDesc |
| Cash Grant | $16,000 | CashGrantAmt |
| Purpose Of Grant | PROJECT UNITY GRANT ASSISTANCE TO SUPPORT PROGRAMS OF BRINGING UNIFIED SPORTS AND LEADERSHIP OPPORTUNITIES TO MADISON SCHOOLS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GOODS AND FOO | Desc |
| Contribution | 288 | ContributionCnt |
| Noncash Contributions Rpt F990 | $178,404 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS THE DUTY OF ALL BOARD MEMBERS AND STAFF TO BE AWARE OF THE CONFLICT OF INTEREST POLICY, AND TO IDENTIFY CONFLICTS OF INTEREST AND SITUATIONS THAT MAY RESULT IN THE APPEARANCE OF A CONFLICT AND TO DISCLOSE THOSE SITUATIONS/CONFLICTS/OR POTENTIAL CONFLICTS TO THE APPROPRIATE PERSON. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES FOR EACH JOB TITLE ARE COMMENSURATE WITH THE NATURE OF THE POSITION. THE ORGANIZATION TAKES INTO CONSIDERATION THE DIVERSITY AND COMPLEXITY OF DUTIES, THE AMOUNT OF RESPONSIBILITY AND JUDGMENT EXCERCISED, LOCATIONS OF POSITION WITHIN THE ORGANIZATIONAL CHART AND QUALIFICATIONS REQUIRED. EACH EMPLOYEE'S SALARY IS REVIEWED ANNUALLY BY THE PRESIDENT. THE BOARD OF DIRECTORS APPROVE THE PRESIDENT'S COMPENSATION. THESE REVIEWS TAKE INTO ACCOUNT THE EMPLOYEE'S PERFORMANCE, COMMUNITY CONDITIONS, COMPARISON BETWEEN SIMILAR TYPES OF POSITIONS, NATIONAL TRENDS AND THE FINANCIAL POSITION OF SPECIAL OLYMPICS WISCONSIN. A COMPLETE MARKET SURVEY PRICING OF ALL JOBS OCCURED IN FALL 2009. THE SURVEY WAS PERFORMED BY A THIRD PARTY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS FROM AFFILIATE ORGANIZATIONS 30,215. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS HAS NOT CHANGED FROM PRIOR YEAR. |