Civic Intelligence

Appleton Education Association

EIN 23-6064123 • 501(c)6 • Appleton, WI

Profile

Labor organization to provide quality ed

PO Box 2019Appleton, WI 54912-2019

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

33rd percentile

-8.6%

Higher net margin than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$4,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

-0.6%

Faster asset growth than 50% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-8.8%

Faster revenue growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$447,924

Down $4,273 (-0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$447,924

Down $4,273 (-0.9%) from 2022

Operations
Liabilities / Revenue50th percentileNet Margin33rd percentile

Revenue

Up

$35,275

Up $3,166 (+9.9%) from 2022

Expenses

Up

$39,548

Up $4,685 (+13%) from 2022

Net Income

Down

-$4,273

Down $1,519 (-55%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $315,960Net Assets 2014: $315,9602014Assets 2015: $445,875Liabilities 2015: $0Net Assets 2015: $445,8752015Assets 2016: $455,239Net Assets 2016: $455,2392016Assets 2017: $439,709Net Assets 2017: $439,7092017Assets 2018: $436,256Net Assets 2018: $436,2562018Assets 2019: $440,520Net Assets 2019: $440,5202019Assets 2020: $448,217Net Assets 2020: $448,2172020Assets 2021: $454,951Net Assets 2021: $454,9512021Assets 2022: $452,197Liabilities 2022: $0Net Assets 2022: $452,1972022Assets 2023: $447,924Liabilities 2023: $0Net Assets 2023: $447,9242023

Highlighted filing

2023

Assets$447,924
Liabilities$0
Net Assets$447,924
Open 2023 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $41,927Expenses 2014: $37,740Net Income 2014: $4,1872014Revenue 2015: $476,441Expenses 2015: $346,526Net Income 2015: $129,9152015Revenue 2016: $36,984Expenses 2016: $32,604Net Income 2016: $4,3802016Revenue 2017: $37,914Expenses 2017: $53,444Net Income 2017: -$15,5302017Revenue 2018: $38,277Expenses 2018: $41,730Net Income 2018: -$3,4532018Revenue 2019: $39,354Expenses 2019: $35,090Net Income 2019: $4,2642019Revenue 2020: $38,332Expenses 2020: $30,635Net Income 2020: $7,6972020Revenue 2021: $35,221Expenses 2021: $28,487Net Income 2021: $6,7342021Revenue 2022: $32,109Expenses 2022: $34,863Net Income 2022: -$2,7542022Revenue 2023: $35,275Expenses 2023: $39,548Net Income 2023: -$4,2732023

Highlighted filing

2023

Revenue$35,275
Expenses$39,548
Net Income-$4,273
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,924
Liabilities
$0
Net assets
$447,924
Revenue
$35,275
Expenses
$39,548
Net income
-$4,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.35$0.40$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.32$0.35$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.55$4.55$0.35$0.28$0.07
2020Detailed filing. Detailed filing data is available for this year.$4.48$4.48$0.38$0.31$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.41$4.41$0.39$0.35$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.36$4.36$0.38$0.42$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.40$4.40$0.38$0.53$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.55$4.55$0.37$0.33$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$4.76$3.47$1.30
2014Detailed filing. Detailed filing data is available for this year.$3.16$3.16$0.42$0.38$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 25, 2024
Return Version
2022v5.0
Gross Receipts
$35,275
Mission and Program Overview

Mission

Labor organization to provide quality education

Labor organization to provide quality ed

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION ADVOCATES RESPECT AND SUPPORT FOR QUALITY PUBLIC EDUCATION FOR STUDENTS AND PROMOTES PROFESSIONAL AND PERSONAL GROWTH AND ECONOMIC WELFARE FOR OUR SCHOOL TEACHERS A--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COREY OTISPresidentPT$5,000-$5,000
HEATHER OLSONTreasurerPT$2,000-$2,000
EDWIN KREJCIEVice President Pe-$1,100-$1,100
SANDIE MARTINSecretaryPT$885-$885
PENNY DELROWVice President Esp-$685-$685
Filing and Contact Details

Filer

Filer Name
Appleton Education Association
EIN
23-6064123
Address
PO BOX 2019, Appleton, WI 54912-2019

Signing Officer

Name
Heather Olson
Title
Treasurer
Phone
9207316328
Signed
2024-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Valley Accounting Solutions LLC
Address
N7831 Edgewater Ct, Sherwood, WI 54169
Preparer
Kathleen Sirois
Phone
9202844451
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountCELL PHONE 660MEALS 879MILEAGE/PARKING 935OFFICE SUPPLIES 329SOFTWARE FEES 50MEETINGS 4,003RECERTIFICATION 2,000WEAC/R3 RA 4,696NEW MEMBER ACTIVITIES 2,791PUBLIC RELATIONS 836CONTINGENCIES 604RETIRES 1,700INTERVIEW 100RENTAL REFUND (375)”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0HEATHER OLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum09207316328
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2019
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Appleton
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0549122019
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0452197
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0447924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4273
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0452197
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0447924
IRS990EZ/GrossReceiptsAmt035275
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05896
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029379
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0452197
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0447924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0452197
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0447924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3885
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COREY OTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDWIN KREJCIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PENNY DELROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDIE MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT PE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT ESP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt019208
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION TO PROVIDE QUALITY ED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION ADVOCATES RESPECT AND SUPPORT FOR QUALITY PUBLIC EDUCATION FOR STUDENTS AND PROMOTES PROFESSIONAL AND PERSONAL GROWTH AND ECONOMIC WELFARE FOR OUR SCHOOL TEACHERS A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020040
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039548
IRS990EZ/TotalRevenueAmt035275
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029379
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033195
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt033895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0161544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05896
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01600
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05896
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01600
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018747
IRS990ScheduleA/InvestmentIncomeCYPct00.10000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89600
IRS990ScheduleA/PublicSupportPY509Pct00.91230
IRS990ScheduleA/PublicSupportTotal509Amt0161544
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029379
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033195
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034566
IRS990ScheduleA/Total509Grp/TotalAmt0161544
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt035221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt039354
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0180291
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCELL PHONE 660MEALS 879MILEAGE/PARKING 935OFFICE SUPPLIES 329SOFTWARE FEES 50MEETINGS 4,003RECERTIFICATION 2,000WEAC/R3 RA 4,696NEW MEMBER ACTIVITIES 2,791PUBLIC RELATIONS 836CONTINGENCIES 604RETIRES 1,700INTERVIEW 100RENTAL REFUND (375)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09207316328
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLETON EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0236064123
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2019
ReturnHeader/Filer/USAddress/CityNm0Appleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549122019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261803146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valley Accounting Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N7831 Edgewater Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054169
ReturnHeader/PreparerPersonGrp/PhoneNum09202844451
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathleen Sirois
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-21T13:07:48-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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