Civic Intelligence

Appleton Education Association

990EZ • Fiscal year 2022 • EIN 23-6064123

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 15, 2023

Organization ProfileN/A
PO Box 2019Appleton, WI 54912-2019

(920) 731-6328

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

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

Liabilities / Revenue

45th percentile

0.00x

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

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

Net Margin

30th percentile

-8.6%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

74th percentile

$4,500

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

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

Asset Growth

48th percentile

-0.6%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

25th percentile

-8.8%

Faster revenue growth than 25% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$452,197

Down $2,754 (-0.6%) from 2021

Net Assets

Down

$452,197

Down $2,754 (-0.6%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin30th percentile

Revenue

Down

$32,109

Down $3,112 (-8.8%) from 2021

Expenses

Up

$34,863

Up $6,376 (+22%) from 2021

Net Income

Down

-$2,754

Down $9,488 (-141%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2022

Assets$452,197
Liabilities$0
Net Assets$452,197
Open 2022 Filing

Operations Trend

Revenue Growth25th 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

2022

Revenue$32,109
Expenses$34,863
Net Income-$2,754
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 15, 2023
Return Version
2021v4.2
Gross Receipts
$32,109
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 Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS HELLERPresidentPT$4,500-$4,500
HEATHER OLSONTreasurerPT$1,800-$1,800
EDWIN KREJCIEVice President Pe-$1,000-$1,000
SANDIE MARTINSecretaryPT$800-$800
PENNY DELROWVice President Esp-$620-$620
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
2023-01-15
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 600MEALS 149MILEAGE/PARKING 366OFFICE SUPPLIES 44SOFTWARE FEES 30MEETINGS 500RECERTIFICATION 2,000WEAC/R3 RA 350NEW MEMBER ACTIVITIES 3,499PUBLIC RELATIONS 2,800CONTINGENCIES 2,687”

Raw XML Appendix158 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.

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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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ReturnHeader/TaxPeriodBeginDt02021-09-01
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,197
Liabilities
$0
Net assets
$452,197
Revenue
$32,109
Expenses
$34,863
Net income
-$2,754
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