SPECIAL OLYMPICS WISCONSIN INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SPECIAL OLYMPICS WISCONSIN INC (EIN 39-1176591)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-05
- IRS object ID
- 201212799349300021
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-05T11:14:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7601 FRANCE AVENUE SOUTH SUITE 400 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391176591 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPECIAL OLYMPICS WISCONSIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPEC | NameControl |
| Phone | 6082221324 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL ELLIS | Name |
| Title | COO | Title |
| Phone | 6082221324 | Phone |
| Date Signed | 2012-10-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD RUVELSON | Name |
| PTIN | P00234075 | PTIN |
| Phone | 9525483400 | Phone |
| Date Prepared | 2012-10-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAROL ELLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 5752131 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SPECIALOLYMPICSWISCONSIN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 45 | TotalNbrEmployees |
| Total Nbr Volunteers | 6134 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4304595 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4493438 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 201370 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 207677 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 54133 | InvestmentIncomePriorYear |
| Investment Income Current Year | 52458 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -358542 | OtherRevenuePriorYear |
| Other Revenue Current Year | -479109 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4201556 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4274464 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2044775 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2210265 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 456988 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 284510 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 949475 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1810309 | OtherExpensePriorYear |
| Other Expenses Current Year | 2066536 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4312072 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4561311 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -110516 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -286847 | RevenuesLessExpensesCY |
| Total Assets BOY | 2486690 | TotalAssetsBOY |
| Total Assets EOY | 3196187 | TotalAssetsEOY |
| Total Liabilities BOY | 128990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 118913 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2357700 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3077274 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1572737 | Expense |
| Revenue | 207677 | Revenue |
| Description | GAMES & COMPETITION- SPECIAL OLYMPICS WISCONSIN PROVIDES YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN 17 OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES EIGHT YEARS OF AGE OR OLDER. ATHLETES MUST FILL OUT A MEDICAL REGISTRATION FORM BEFORE THEY PARTICIPATE IN SPECIAL OLYMPICS COMPETITION. ATHLETES TRAIN IN THEIR SPORT, COMPETE AT AN AREA LEVEL AND MAY PROGRESS TO THE STATE LEVEL OF COMPETITION. THERE ARE FIVE SPORTS SEASONS FOR SPECIAL OLYMPICS WISCONSIN: WINTER GAMES--ALPINE SKIING, CROSS COUNTRY SKIING, SNOWBOARDING, AND SNOWSHOE RACING; INDOOR SPORTS TOURNAMENT--BASKETBALL AND GYMNASTICS; SUMMER GAMES--AQUATICS (SWIMMING), ATHLETICS (TRACK & FIELD), SOCCER AND POWER LIFTING; OUTDOOR SPORTS TOURNAMENT--BOCCE, GOLF, TENNIS AND SOFTBALL/TEE BALL; AND FALL SPORTS TOURNAMENT--BOWLING AND VOLLEYBALL. ATHLETES ALSO HAVE THE OPPORTUNITY TO COMPETE AT THE NATIONAL GAMES (EVERY FOUR YEARS) AND/OR THE WORLD GAMES (EVERY TWO YEARS ALTERNATING BETWEEN SUMMER AND WINTER GAMES). SPECIAL OLYMPICS WISCONSIN HELD OVER 137 COMPETITIONS IN 2011 FOR OUR NEARLY 10,000 ATHLETES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 769453 | Expense |
| Description | TRAINING - SPECIAL OLYMPICS WISCONSIN (SOWI) OFFERS A WIDE VARIETY OF TRAINING OPPORTUNITIES FOR BOTH COACHES AND ATHLETES. THE GOAL OF SOWI IS TO PROVIDE COACHES AND ATHLETES WITH THE BEST POSSIBLE EXPERIENCES AND TO ELEVATE THE RECOGNITION OF SPECIAL OLYMPICS TRAINING TO THAT OF ANY OTHER REPUTABLE SPORTS ORGANIZATION. SOWI STRIVES TO ACHIEVE THIS BY PROVIDING QUALITY CLINICIANS AND FACILITIES FOR CLINICS, TRAINING SCHOOLS AND COMPETITIONS. OFTEN SOWI TRAINING IS COORDINATED WITH CURRENT PRACTICES OF THE APPROPRIATE NATIONAL GOVERNING BODY (NGB) FOR EACH SPORT. BECAUSE SOWI STRIVES TO PROVIDE THE BEST POSSIBLE SPORT EXPERIENCES FOR EACH ATHLETE, DURING COMPETITIONS WE STRICTLY ADHERE TO NGB RULES. SOWI FEEL THAT OUR SPORTS ORGANIZATION SHOULD BE NO DIFFERENT THAN ANY OTHER ORGANIZATION IN TERMS OF THE QUALITY OF COMPETITION AND THE TRAINING EXPERIENCES OFFERED TO OUR ATHLETES. THIS QUALITY IS ENHANCED AND MAINTAINED THROUGH QUALITY TRAINING OF OUR COACHES AND ATHLETES IN THE FOLLOWING CATEGORIES: GENERAL SESSION ORIENTATION IS AN APPROXIMATELY 20-MINUTE VIDEO PRESENTATION ON THE BACKGROUND, PHILOSOPHY, AND MISSION OF SPECIAL OLYMPICS; CLINICS AND SEMINARS PROVIDE COACHES WITH INFORMATION ABOUT A PARTICULAR ASPECT OF A SPORT OR A BRIEF INTRODUCTION AND OVERVIEW; COACHES CERTIFICATION OFFERED IN EACH OFFICIAL SPORT; TRAINING CAMPS AND TRAINING DAYS WHICH OFFER A UNIQUE OPPORTUNITY FOR COACHES AND ATHLETES TO TRAIN AND LEARN UNDER NON-COMPETITION CONDITIONS OR TO TRY NEW SPORTS; THE PRINCIPLES OF COACHING CERTIFICATION TO PROVIDE COACHES WITH A COMPLETE OVERVIEW OF COACHING FOR ANY SPORT; AND INVITATIONALS OR MULTI-AGENCY COMPETITIONS DESIGNED TO GIVE ATHLETES THE OPPORTUNITY TO PRACTICE THEIR SKILLS IN A COMPETITIVE SITUATION BEFORE THEY GO TO THEIR AREA OR DISTRICT COMPETITIONS. IN 2011, SOWI OFFERED APPROXIMATELY 61 COACH EDUCATION TRAINING SESSIONS AND HAD 1,400 CERTIFIED COACHES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 614250 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 317624 | Expense |
| Description | OUTREACH - EXPENSES RELATED TO THE RECRUITMENT OF ATHLETES AND THE RECRUITMENT AND SCREENING OF VOLUNTEERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 317624 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 3274064 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 60 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 45 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL ELLIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082221324 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GEORGE WHITELY | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| STEVE HOLZHUETER | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL FLEMING | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BRIAN LAMMI | ||||||
| CHAIR ELECT | 1.00 | X | X | 0 | 0 | 0 |
| PAUL BANIEL | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BILL CAROLLO | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN CAYER | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PHIL CHAVEZ | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GREGG FERGUS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RANDY DEAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANN HELLMUTH | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GARY KARNER | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CAROLYN S SMITH | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHARLES A TUBBS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LISA WALTER | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DENNIS ALLDRIDGE | ||||||
| PRESIDENT | 40.00 | X | 132861 | 0 | 12477 | |
| CAROL ELLIS | ||||||
| CHIEF OPERATIONS OFFICER | 40.00 | X | 104456 | 0 | 6096 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 237317 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 18573 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE HERITAGE COMPANY | |||||
| 2402 WILDWOOD AVENUE | NORTH LITTLE ROCK | AR | 72120 | PROFESSIONAL FUNDRAISING | 284510 |
| UNIVERSITY OF WISCONSIN STEVENS POINT | |||||
| 1015 RESERVE STREET | STEVENS POINT | WI | 54481 | HOUSING, FOOD, EQUIPMENT FOR SUMMER GAME | 150104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 2331506 | FundraisingEvents |
| All Other Contributions | 2161932 | AllOtherContributions |
| Noncash Contributions | 141796 | NoncashContributions |
| Total Contributions | 4493438 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REGISTRATION FEES | Description |
| Business Code | 711300 | BusinessCode |
| Total Revenue Column | 207677 | TotalRevenueColumn |
| Related Or Exempt Function Income | 207677 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 207677 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56908 | TotalRevenueColumn |
| Exclusion | $56,908 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 125713 | TotalRevenueColumn |
| Exclusion | $125,713 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 655443 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 659893 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4450 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4450 | TotalRevenueColumn |
| Exclusion | -$4,450 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 156696 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2331506 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 737236 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -580540 | TotalRevenueColumn |
| Exclusion | -$580,540 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 52367 | GrossSalesOfInventory |
| Cost Of Goods Sold | 80538 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -28171 | TotalRevenueColumn |
| Exclusion | -$28,171 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3889 | TotalRevenueColumn |
| Exclusion | $3,889 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3889 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4274464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 207677 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$426,651 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255890 | Total |
| Program Services | 168888 | ProgramServices |
| Management And General | 20471 | ManagementAndGeneral |
| Fundraising | 66531 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1573957 | Total |
| Program Services | 1038811 | ProgramServices |
| Management And General | 125917 | ManagementAndGeneral |
| Fundraising | 409229 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70522 | Total |
| Program Services | 46544 | ProgramServices |
| Management And General | 5642 | ManagementAndGeneral |
| Fundraising | 18336 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152232 | Total |
| Program Services | 100473 | ProgramServices |
| Management And General | 12179 | ManagementAndGeneral |
| Fundraising | 39580 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157664 | Total |
| Program Services | 104059 | ProgramServices |
| Management And General | 12613 | ManagementAndGeneral |
| Fundraising | 40992 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10860 | Total |
| Management And General | 10860 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284510 | Total |
| Fundraising | 284510 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12749 | Total |
| Management And General | 12749 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114925 | Total |
| Program Services | 99553 | ProgramServices |
| Management And General | 15372 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1490 | Total |
| Program Services | 147 | ProgramServices |
| Management And General | 1343 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414772 | Total |
| Program Services | 362942 | ProgramServices |
| Management And General | 16325 | ManagementAndGeneral |
| Fundraising | 35505 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283213 | Total |
| Program Services | 258844 | ProgramServices |
| Management And General | 24369 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121376 | Total |
| Program Services | 77744 | ProgramServices |
| Management And General | 43632 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43273 | Total |
| Program Services | 43273 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8235 | Total |
| Program Services | 5188 | ProgramServices |
| Management And General | 824 | ManagementAndGeneral |
| Fundraising | 2223 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56317 | Total |
| Program Services | 26259 | ProgramServices |
| Management And General | 24005 | ManagementAndGeneral |
| Fundraising | 6053 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AGENCY EXPENSES | 301130 | 301130 | ||
| COMPETITION AND TRAININ | 287518 | 287518 | ||
| FUNDRAISING EDUCATION | 176618 | 137194 | 293 | 39131 |
| RECOGNITION AND AWARDS | 109551 | 104527 | 5024 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124509 | Total |
| Program Services | 110970 | ProgramServices |
| Management And General | 6154 | ManagementAndGeneral |
| Fundraising | 7385 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4561311 | Total |
| Program Services | 3274064 | ProgramServices |
| Management And General | 337772 | ManagementAndGeneral |
| Fundraising | 949475 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278053 | BOY |
| EOY | 1343753 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21747 | BOY |
| EOY | 22992 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166180 | BOY |
| EOY | 46459 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38528 | BOY |
| EOY | 38297 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 175089 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 137688 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43036 | BOY |
| EOY | 37401 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1863043 | BOY |
| EOY | 1682009 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76103 | BOY |
| EOY | 25276 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2486690 | BOY |
| EOY | 3196187 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128990 | BOY |
| EOY | 118913 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128990 | BOY |
| EOY | 118913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2182462 | BOY |
| EOY | 2911712 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155643 | BOY |
| EOY | 145267 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19595 | BOY |
| EOY | 20295 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2357700 | BOY |
| EOY | 3077274 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2486690 | BOY |
| EOY | 3196187 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -286847 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1006421 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3971382 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4040783 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4218795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4304595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4493438 | CurrentTaxYear |
| Total | 21028993 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3971382 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4040783 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4218795 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4304595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4493438 | CurrentTaxYear |
| Total | 21028993 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 147352 | AmountsSubstContributorsTotal |
| Public Support Total170 | 20881641 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68908 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206861 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 221757 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 220386 | CurrentTaxYearMinus1Year |
| Current Tax Year | 182621 | CurrentTaxYear |
| Total | 900533 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 163054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 183752 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 246420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 397926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 420629 | CurrentTaxYear |
| Total | 1411781 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23341307 | TotalSupport |
| Gross Receipts From Admissions Etc | 746300 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91480 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $37,275 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 37275 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | PAYMENTS TO A LOBBYIST WORKING DIRECTLY WITH THE STATE OF WISCONSIN GOVERNMENT TO SECURE MORE FUNDING. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19595 | BeginningOfYearBalance |
| Contributions | 700 | Contributions |
| End Of Year Balance | 20295 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18445 | BeginningOfYearBalance |
| Contributions | 1150 | Contributions |
| End Of Year Balance | 19595 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17175 | BeginningOfYearBalance |
| Contributions | 1270 | Contributions |
| End Of Year Balance | 18445 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14775 | BeginningOfYearBalance |
| Contributions | 2400 | Contributions |
| End Of Year Balance | 17175 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 175089 | OtherCostOrOtherBasis |
| Depreciation | 137688 | Depreciation |
| Book Value | 37401 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 37401 | TotalOfBookValueLandBuildings |
| Total Revenue | 4274464 | TotalRevenue |
| Total Expenses | 4561311 | TotalExpenses |
| Excess Or Deficit For Year | -286847 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -52191 | NetUnrealizedGLOnInvestments |
| Other | $1,058,612 | OtherAmount |
| Total Adjustments | 1006421 | TotalAdjustments |
| Excess Or Deficit Per FS | 719574 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6701936 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -52191 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1349281 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 1288230 | OtherRevenues |
| Revenue Not Rptd F990 | 2585320 | RevenueNotRptdF990 |
| Revenue Subtotal | 4116616 | RevenueSubtotal |
| Investment Expenses Not Included | 12749 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 145099 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 157848 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4274464 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7084563 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1349281 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1331819 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2681100 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4403463 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 12749 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 145099 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 157848 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4561311 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUND IS INTENDED TO EARN REVENUE TO SUPPORT THE ACTIVITIES OF THE ORGANIZATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2008, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | TRANSFER OF AFFILIATES NET ASSETS 1,058,612. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE OF AFFILIATES INCLUDED IN FINANCIAL STATEMENTS 550,994. DIRECT FUNDRAISING EXPENSES 737,236. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REVERSAL OF ELIMINATING ENTRIES FOR AFFILIATES 145,099. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF AFFILIATES INCLUDED IN FINANCIAL STATEMENTS 594,583. DIRECT FUNDRAISING EXPENSES 737,236. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | REVERSAL OF ELIMINATING ENTRIES FOR AFFILIATES 145,099. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE COMPANY | BusinessNameLine1 |
Address US AddressUS
| 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 | Activity |
| Fundraiser Control Of Funds | 1 | FundraiserControlOfFunds |
| Gross Receipts | 556641 | GrossReceipts |
| Amount Retained By Contractor | 284510 | AmountRetainedByContractor |
| Net To Organization | 272131 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 556641 | TotalGrossReceipts |
| Total Retained By Contractors | 284510 | TotalRetainedByContractors |
| Total Net To Organization | 272131 | TotalNetToOrganization |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | POLAR PLUNGE | NameOfEvent1 |
| Gross Receipts Event1 | 1675535 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1628470 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 47065 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 190 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 75363 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7066 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 258377 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TORCH RUN | NameOfEvent2 |
| Gross Receipts Event2 | 245036 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 179206 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 65830 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3671 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 3561 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 82125 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 18472 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 567631 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 523830 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 43801 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 278 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 36518 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 14731 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 236884 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2488202 | GrossReceiptsTotal |
| Charitable Contributions Total | 2331506 | CharitableContributionsTotal |
| Gross Revenue Total Events | 156696 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4139 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 115442 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 103922 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 513733 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 737236 | DirectExpenseSummaryEvents |
| Net Income Summary | -580540 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | PAYMENTS TO THE HERITAGE COMPANY ARE FOR SOLICITATION OF CONTRIBUTIONS FROM DONORS VIA TELEMARKETING. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GOODS AND FOOD FOR EVENTS | Description |
| Number Of Contributions | 393 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 141796 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 DURING THE YEAR. 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -52,191. TRANSFER OF AFFILIATES NET ASSETS 1,058,612. TOTAL TO FORM 990, PART XI, LINE 5: 1,006,421. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. |