Southeastern Wisconsin Chapter- Association for Talent Development Inc

Nonprofit profile at a glance

EIN
237042478
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Cottage Grove, WI, USA
Phone
6082049815
Rating
39
Verdict
REVIEW
Rating confidence
Moderate

Reported finances

Revenue
$47,184
Expenses
$51,714
Assets
$82,828
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • MICHELLE DABLE (PRESIDENT)
  • KARI BOGDAN (PRESIDENT-ELECT)
  • SUSAN DAVIES (IMMEDIATE PAST PRESIDENT)

People named in this filing

  • MICHELLE DABLE (PRESIDENT)
  • KARI BOGDAN (PRESIDENT-ELECT)
  • SUSAN DAVIES (IMMEDIATE PAST PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The southeastern Wisconsin chapter of the association for talent development is a community of workplace talent and organizational development professionals who promote the value of knowledge and talent development in meeting the challenges of organizations in a changing world. We support our members' success through professional development opportunities, building relationships, and sharing knowledge, solutions and best practices.

What it reported doing in 2025

The organization hosts 8 monthly programs, 8 professional development networks and one annual talent development conference that provide training and professional development for individuals in the talent development profession. Topics include leadership development at all career levels, talent development upskilling, data management, trends, and dei.

Operating model

Revenue model
Membership-supported. 69% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 6
  • Transparency & Controls: 82
  • Sustainability: 46
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 6.3%; rating input score 6
  • Program expense ratio: 5.8%; rating input score 6

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -9.6%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 1.6; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -13.8% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: -0.6% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: 3% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 6.3% of revenue deployed · 5.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $3K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 6/100.
  • High — Financial Efficiency: Program expense ratio scored 6/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.