Civic Intelligence

Appleton Education Association

990EZ • Fiscal year 2019 • EIN 23-6064123

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 13, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$4,500

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

1.0%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

2.8%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$440,520

Up $4,264 (+1.0%) from 2018

Net Assets

Up

$440,520

Up $4,264 (+1.0%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$39,354

Up $1,077 (+2.8%) from 2018

Expenses

Down

$35,090

Down $6,640 (-16%) from 2018

Net Income

Up

$4,264

Up $7,717 (+223%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2019

Assets$440,520
Liabilities-
Net Assets$440,520
Open 2019 Filing

Operations Trend

Revenue Growth54th 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

2019

Revenue$39,354
Expenses$35,090
Net Income$4,264
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$39,354
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 Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS HELLERPresidentPT$4,500-$4,500
HEATHER OLSONTreasurerPT$1,500-$1,500
EDWIN KREJCIEVice President Pe-$800-$800
SANDIE MARTINSecretaryPT$600-$600
PENNY DELROWVice President Esp-$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
2019-11-13
Discuss with paid preparer
No

Preparer

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

Additional Explanations

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

“Travel 2,911”

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

“Meals and entertainment 2,065”

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

“Conferences, conventions, and meetings 2,678”

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

“Supplies 337”

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

“Telephone 240”

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

“Insurance 420”

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

“License 1,500”

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

“Storage 672”

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

“Public Relations 1,300”

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

“Contributions 1,282”

Raw XML Appendix165 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
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02 LAMPLIGHTER CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054914
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0436256
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0440520
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04264
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0436256
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IRS990EZ/GrossReceiptsAmt039354
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034566
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0436256
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0436256
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0440520
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2004.00
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/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/OtherExpensesTotalAmt013405
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/SalariesOtherCompEmplBnftAmt021185
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035090
IRS990EZ/TotalRevenueAmt039354
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt036599
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0474916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0616757
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02294
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0385
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01525
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04788
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0385
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012213
IRS990ScheduleA/InvestmentIncomeCYPct00.01940
IRS990ScheduleA/InvestmentIncomePYPct00.01360
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.98060
IRS990ScheduleA/PublicSupportPY509Pct00.98640
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0616757
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035056
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt035620
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036599
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0474916
IRS990ScheduleA/Total509Grp/TotalAmt0616757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039354
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038277
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt036984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0476441
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0628970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 2,911
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 2,065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 2,678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone 240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6License 1,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Storage 672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Public Relations 1,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Contributions 1,282
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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS HELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00AD246B7421410F5207ED5FB7AED380DF99E2EC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00AD246B7421410F5207ED5FB7AED380DF99E2EC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.34.19.118
ReturnHeader/FilingSecurityInformation/IPDt02019-12-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:07:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AUGUSTINE AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01337 N TAYLOR DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053081
ReturnHeader/PreparerPersonGrp/PhoneNum09204526272
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENT J AUGUSTINE
ReturnHeader/ReturnTs02019-11-13T02:31:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$440,520
Liabilities
-
Net assets
$440,520
Revenue
$39,354
Expenses
$35,090
Net income
$4,264
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