Civic Intelligence

Appleton Education Association

990EZ • Fiscal year 2023 • EIN 23-6064123

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 21, 2025

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

(920) 731-6328

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$446,479

Down $5,718 (-1.3%) from 2022

Net Assets

Down

$446,479

Down $5,718 (-1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$36,827

Up $4,718 (+15%) from 2022

Expenses

Up

$38,272

Up $3,409 (+9.8%) from 2022

Net Income

Up

-$1,445

Up $1,309 (+48%) from 2022

Historical Trend

Balance Sheet Trend

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: $447,9242023Assets 2023: $446,479Liabilities 2023: $0Net Assets 2023: $446,4792023

Highlighted filing

2023

Assets$446,479
Liabilities$0
Net Assets$446,479
Open 2023 Filing

Operations Trend

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: -$4,2732023Revenue 2023: $36,827Expenses 2023: $38,272Net Income 2023: -$1,4452023

Highlighted filing

2023

Revenue$36,827
Expenses$38,272
Net Income-$1,445
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 21, 2025
Return Version
2023v6.0
Gross Receipts
$36,827
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--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COREY OTISPresidentPT$5,000-$5,000
HEATHER OLSONTreasurerPT$2,000-$2,000
EDWIN KREJCIEVice President-$1,100-$1,100
SANDIE MARTINSecretaryPT$885-$885
PENNY DELROWVice President-$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
2025-03-21
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 1,837MILEAGE/PARKING 475OFFICE SUPPLIES 66SOFTWARE FEES 64MEETINGS 3,834RECERTIFICATION 2,000WEAC/RS RA 9,433NEW MEMBER ACTIVITIES 89PUBLIC RELATIONS 510RETIREES 1,100PROGRAM FEE 50CONTINGENCIES 394”

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER OLSON
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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt020452
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR ORGANIZATION TO PROVIDE QUALITY ED
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038272
IRS990EZ/TotalRevenueAmt036827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028921
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IRS990ScheduleA/InvestmentIncomeCYPct00.12000
IRS990ScheduleA/InvestmentIncomePYPct00.10000
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ReturnHeader/ReturnTs02025-03-21T16:12:57-04:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$446,479
Liabilities
$0
Net assets
$446,479
Revenue
$36,827
Expenses
$38,272
Net income
-$1,445
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
2023Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.37$0.38$0.01
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