Civic Intelligence

Appleton Education Association

990EZ • Fiscal year 2016 • EIN 23-6064123

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 22, 2016

Organization ProfileN/A
PO BOX 2019 Room 1AAppleton, WI 54912-2019

(920) 731-6328

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

73rd percentile

12%

Higher net margin than 73% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$4,500

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

2.1%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$455,239

Up $9,364 (+2.1%) from 2015

Net Assets

Up

$455,239

Up $9,364 (+2.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$36,984

Down $439,457 (-92%) from 2015

Expenses

Down

$32,604

Down $313,922 (-91%) from 2015

Net Income

Down

$4,380

Down $125,535 (-97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$455,239
Liabilities-
Net Assets$455,239
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$36,984
Expenses$32,604
Net Income$4,380
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 22, 2016
Return Version
2015v2.1
Gross Receipts
$36,984
Mission and Program Overview

Mission

Labor organization to provide quality education

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 AND SUPPORT PROFESSIONALS THROUGH TRAINING PROGRAM--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS HELLERPresidentPT$4,500-$4,500
GREG FRANZENTreasurerPT$1,500-$1,500
CANDI BREITENGROSSVice President-$800-$800
CINDY FAHRENKRUGSecretaryPT$600-$600
JEANNE MADERVice President-$300-$300
Filing and Contact Details

Filer

Filer Name
Appleton Education Association Co Chris Heller
EIN
23-6064123
Phone
9207316328
Address
PO BOX 2019 Room 1A, APPLETON, WI 54912-2019

Signing Officer

Name
Chris Heller
Title
President
Signed
2016-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Augustine and Associates LLC
Address
1337 N TAYLOR DRIVE, SHEBOYGAN, WI 53081
Preparer
Kent Augustine
Phone
9204526272
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 1,142”

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 3,901”

Form 990-EZ, Part I, Line 16, Other Expenses

“Conferences, conventions, and meetings 6,877”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 2,154”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 240”

Form 990-EZ, Part I, Line 16, Other Expenses

“Professional fees 1,100”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 420”

Form 990-EZ, Part I, Line 16, Other Expenses

“Bank service charges 290”

Form 990-EZ, Part I, Line 20, Net Assets

“Prior period adjustment 4,984”

Raw XML Appendix156 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/PersonNm0CHRIS HELLER
IRS990EZ/BooksInCareOfDetail/PhoneNum09202772602
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054914
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0445875
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IRS990EZ/ExcessOrDeficitForYearAmt04380
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IRS990EZ/GrossReceiptsAmt036984
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IRS990EZ/MembershipDuesAmt036599
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CANDI BREITENGROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNE MADER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY FAHRENKRUG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG FRANZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt04984
IRS990EZ/OtherExpensesTotalAmt016124
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION TO PROVIDE QUALITY EDUCATION
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 AND SUPPORT PROFESSIONALS THROUGH TRAINING PROGRAM
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016480
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032604
IRS990EZ/TotalRevenueAmt036984
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0474916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058570
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt088744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0699572
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0385
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01310
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01840
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06244
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01184
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01310
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01840
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06244
IRS990ScheduleA/InvestmentIncomeCYPct00.00880
IRS990ScheduleA/InvestmentIncomePYPct00.01110
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99120
IRS990ScheduleA/PublicSupportPY509Pct00.98890
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0699572
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0474916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040743
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt088744
IRS990ScheduleA/Total509Grp/TotalAmt0699572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0476441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt059880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090584
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0705816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 1,142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 3,901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 6,877
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 2,154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Professional fees 1,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank service charges 290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRIOR PERIOD ADJUSTMENT 4,984
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLETON EDUCATION ASSOCIATION CO CHRIS HELLER
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0236064123
ReturnHeader/Filer/PhoneNum09207316328
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2019 Room 1A
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549122019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AUGUSTINE AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01337 N TAYLOR DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053081
ReturnHeader/PreparerPersonGrp/PhoneNum09204526272
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT AUGUSTINE
ReturnHeader/ReturnTs02016-12-22T12:32:16-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,239
Liabilities
-
Net assets
$455,239
Revenue
$36,984
Expenses
$32,604
Net income
$4,380
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