Civic Intelligence

Owatonna Education Association

EIN 23-7125752 • 501(c)5 • Owatonna, MN

Profile

We are a local teachers union serving the Owatonna Public School District. We support educators so they can support success for all students.

PO Box 744Owatonna, MN 55060

www.owatonnaeducators.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2025

Net Margin

30th percentile

-6.0%

Higher net margin than 30% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$4,990

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Down

$105,582

Down $3,753 (-3.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$105,582

Down $3,753 (-3.4%) from 2024

Revenue

Up

$62,628

Up $1,781 (+2.9%) from 2024

Expenses

Up

$66,381

Up $8,749 (+15%) from 2024

Net Income

Down

-$3,753

Down $6,968 (-217%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2023: $106,120Liabilities 2023: $0Net Assets 2023: $106,1202023Assets 2024: $109,335Liabilities 2024: $0Net Assets 2024: $109,3352024Assets 2025: $105,582Liabilities 2025: $0Net Assets 2025: $105,5822025

Highlighted filing

2025

Assets$105,582
Liabilities$0
Net Assets$105,582

Operations Trend

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

$100K$50K$0-$50KRevenue 2023: $77,486Expenses 2023: $79,565Net Income 2023: -$2,0792023Revenue 2024: $60,847Expenses 2024: $57,632Net Income 2024: $3,2152024Revenue 2025: $62,628Expenses 2025: $66,381Net Income 2025: -$3,7532025

Highlighted filing

2025

Revenue$62,628
Expenses$66,381
Net Income-$3,753

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Jan 12, 2026
Return Version
2024v5.0
Gross Receipts
$62,628
Mission and Program Overview

Mission

We are a local teachers union serving the Owatonna Public School District. We support educators so they can support success for all students.

Program Services

DescriptionGrantsExpenses
We held events to strengthen our union and support our members. This involved banquets to honor teachers who retired, completed a certain number of years of service, as well as named a teacher of the year.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gail TratzPresidentPT$4,990-$4,990
Jeffrey WilliamsNegotiatorPT$3,400-$3,400
Gregory SullivanNegotiatorPT$3,400-$3,400
Dustin ThorsonVice PresidentPT$3,190-$3,190
Scott NoetSecretary, Negotiations MemberPT$3,190-$3,190
Mark AndersonNegotiations Member, Member RightsPT$2,960-$2,960
Daniel SaehlerTreasurerPT$2,490-$2,490
Jessica WebbMember Rights, Executive BoardPT$1,940-$1,940
Mark ClausonExecutive Board, NegotiatorPT$1,900-$1,900
Kevin StelterNegotiations Member, Member ServicesPT$1,700-$1,700
Filing and Contact Details

Filer

Filer Name
Owatonna Education Association
EIN
23-7125752
Phone
5074448890
Address
PO Box 744, Owatonna, MN 55060

Signing Officer

Name
Daniel Saehler
Title
Treasurer
Phone
5074448890
Signed
2026-01-12
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

Sale of banquet tickets to help offset costs of the event.

Form 990-EZ, Part I, Line 16

Supplies, PO Box, contributions to community, association events.

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Daniel Saehler
IRS990EZ/BooksInCareOfDetail/PhoneNum05074448890
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01455 SE 18th St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Owatonna
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109335
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105582
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3753
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109335
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105582
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt062628
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0613
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt059968
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109335
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105582
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109335
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105582
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt58
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt68
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt78
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt810
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04990
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt32490
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt53400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt61900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt71940
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt82960
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt91700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gail Tratz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dustin Thorson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Scott Noet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel Saehler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jeffrey Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Gregory Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mark Clauson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jessica Webb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Mark Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Kevin Stelter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary, Negotiations Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Negotiator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Negotiator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Executive Board, Negotiator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member Rights, Executive Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Negotiations Member, Member Rights
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Negotiations Member, Member Services
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt026591
IRS990EZ/OtherRevenueTotalAmt02047
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0We are a local teachers union serving the Owatonna Public School District. We support educators so they can support success for all students.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We held events to strengthen our union and support our members. This involved banquets to honor teachers who retired, completed a certain number of years of service, as well as named a teacher of the year.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt039790
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt066381
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt062628
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.owatonnaeducators.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sale of banquet tickets to help offset costs of the event.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies, PO Box, contributions to community, association events.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0There was an error in the IRS system that has us listed as a 501c6 even though all our previous returns have 501c5 listed and our return last year was approved as a 501c5. I spoke with an agent from the IRS on January 13th and she made the change but said it would take a few weeks to update in the system. I'm trying again today.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Saehler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05074448890
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Owatonna Education Association
ReturnHeader/Filer/BusinessNameControlTxt0OWAT
ReturnHeader/Filer/EIN0237125752
ReturnHeader/Filer/PhoneNum05074448890
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 744
ReturnHeader/Filer/USAddress/CityNm0Owatonna
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02026-02-03T12:15:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.