Civic Intelligence

Weac Region 1

990 • Fiscal year 2023 • EIN 39-1168745

Sep 01, 2022 to Aug 31, 2023 • Filed on Apr 18, 2024

Organization ProfileWEAC.ORG/REGION/REGION1

Refreshing map…

16 West John StreetRice Lake, WI 54868

(715) 203-0708

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.09x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.18x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

54th percentile

6.4%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$72,253

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2023

Asset Growth

63rd percentile

6.9%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-5.1%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$614,633

Up $39,737 (+6.9%) from 2022

Net Assets

Up

$561,364

Up $23,844 (+4.4%) from 2022

Liabilities

Up

$53,269

Up $15,893 (+43%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin54th percentile

Revenue

Down

$295,974

Down $15,946 (-5.1%) from 2022

Expenses

Down

$277,034

Down $68,545 (-20%) from 2022

Net Income

Up

$18,940

Up $52,599 (+156%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2010: $886,383Liabilities 2010: $317,932Net Assets 2010: $568,4512010Assets 2011: $966,769Liabilities 2011: $346,434Net Assets 2011: $620,3352011Assets 2012: $978,993Liabilities 2012: $397,653Net Assets 2012: $581,3402012Assets 2013: $700,698Liabilities 2013: $341,204Net Assets 2013: $359,4942013Assets 2014: $776,466Liabilities 2014: $399,583Net Assets 2014: $376,8832014Assets 2015: $823,484Liabilities 2015: $215,722Net Assets 2015: $607,7622015Assets 2016: $813,632Liabilities 2016: $197,736Net Assets 2016: $615,8962016Assets 2017: $791,150Liabilities 2017: $114,151Net Assets 2017: $676,9992017Assets 2018: $710,318Liabilities 2018: $103,525Net Assets 2018: $606,7932018Assets 2019: $700,122Liabilities 2019: $130,409Net Assets 2019: $569,7132019Assets 2020: $704,342Liabilities 2020: $142,127Net Assets 2020: $562,2152020Assets 2021: $639,181Liabilities 2021: $36,998Net Assets 2021: $602,1832021Assets 2022: $574,896Liabilities 2022: $37,376Net Assets 2022: $537,5202022Assets 2023: $614,633Liabilities 2023: $53,269Net Assets 2023: $561,3642023

Highlighted filing

2023

Assets$614,633
Liabilities$53,269
Net Assets$561,364
Open 2023 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $940,7032010Expenses 2011: $967,3132011Expenses 2012: $863,3382012Revenue 2013: $521,783Expenses 2013: $744,126Net Income 2013: -$222,3432013Revenue 2014: $758,407Expenses 2014: $952,096Net Income 2014: -$193,6892014Revenue 2015: $952,311Expenses 2015: $721,432Net Income 2015: $230,8792015Revenue 2016: $496,792Expenses 2016: $488,658Net Income 2016: $8,1342016Revenue 2017: $457,012Expenses 2017: $452,884Net Income 2017: $4,1282017Revenue 2018: $410,219Expenses 2018: $479,895Net Income 2018: -$69,6762018Revenue 2019: $362,436Expenses 2019: $403,600Net Income 2019: -$41,1642019Revenue 2020: $336,755Expenses 2020: $353,464Net Income 2020: -$16,7092020Revenue 2021: $345,062Expenses 2021: $336,774Net Income 2021: $8,2882021Revenue 2022: $311,920Expenses 2022: $345,579Net Income 2022: -$33,6592022Revenue 2023: $295,974Expenses 2023: $277,034Net Income 2023: $18,9402023

Highlighted filing

2023

Revenue$295,974
Expenses$277,034
Net Income$18,940
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Apr 18, 2024
Return Version
2022v5.0
Gross Receipts
$295,974
Mission and Program Overview

Mission

Assist wisconsin education association council-affiliated local associations in collective bargaining, member rights, public relations, professional development, political action, and other areas.

To provide a governance structure through which members may receive services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$299,191$305,974▲ $6,783
Cash and Non-Interest-Bearing Accounts$66,413$100,399▲ $33,986
Accounts Receivable$20,287$18,663▼ $1,624
Savings and Temporary Cash Investments$12,382$12,484▲ $102
Prepaid Expenses and Deferred Charges$5,319$6,248▲ $929
Land, Buildings, and Equipment, Net$951$512▼ $439
Total Assets$574,896$614,633▲ $39,737
Other Assets Total$170,353$170,353→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,358$53,269▲ $45,911
Other Liabilities$30,018$0▼ $30,018
Total Liabilities$37,376$53,269▲ $15,893
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$537,520$561,364▲ $23,844
Total Net Assets Fund Balance$537,520$561,364▲ $23,844
Total Liabilities and Net Assets / Fund Balance$574,896$614,633▲ $39,737

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$512$110,507$111,019
Equipment$0$109,327$109,327
Other Assets Org$170,353--
Other Securities$235,232--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleBaseOtherTotal
Allison HolzmanUniserv Director$53,593$18,660$72,253
Tammy EricksonPresident$2,750-$2,750

Board Members and Trustees

NameTitle
Scott EllingsonVice President
Alyssa MatzekDirector
Anne GallagherDirector
Benjamin PringleDirector
Bill StuesselDirector
Bonnie MusialDirector
Brad StoughtonDirector
Brenda CloseDirector
Bryn AndersonDirector
Carla TownsendDirector
Chris CarleyDirector
Chris MundenDirector
Christine MuenichDirector
Dawn PerkinsDirector
Debra WitkiewiczDirector
Denise MadisonDirector
Diane HuirasDirector
Eric IversenDirector
Gina TolonenDirector
Jackson TerryDirector
Janice KienbaumDirector
Jeff RobertsDirector
Jennifer KierenDirector
Jessica SmithDirector
Jill KuehniDirector
Jill TinmanDirector
Judy LundDirector
Kathie HinsonDirector
Keith LehneDirector
Kevin PetersonDirector
Kim McnamaraDirector
Kristen HenningfeldDirector
Kristin LarsonDirector
Laura HarnischDirector
Leo LebalDirector
Lisa WaltherDirector
Lori LogtermanDirector
Lori PedrettiDirector
Margaret BednarekDirector
Margaret SmithDirector
Matt VerchDirector
Matthew SchutzDirector
Melinda HuthDirector
Melissa HolmquistDirector
Michael GriffithDirector
Nancy SchlageterDirector
Nathan KlingerDirector
Rick SeppaDirector
Robert SeidlDirector
Sam MalmDirector
Susan MillerDirector
Tim DolanDirector
Tina JacobsonDirector
Valerie PumalaDirector
Vicky BrownDirector
Tiffany PrimeauDirector of Membership & Organizing
Matthew ShillingSecretary
Randy GossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,166
Program Service Revenue
$246,522
Investment Income
$6,419
Other Revenue
$1,867
All Other Contributions
$41,166
Change in Net Assets
$18,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,168
Other Expenses$74,866
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$138,411
Other Salaries and Wages---$48,269
Travel---$27,080
Conferences and Meetings---$12,194
Payroll Taxes---$10,178
Office Expenses---$7,747
Fees for Services Other---$7,298
Fees for Services Accounting---$6,675
Insurance---$6,479
Occupancy---$5,329
Other Employee Benefits---$5,310
Information Technology---$1,470
Depreciation Depletion---$439
All Other Expenses---$155
Total Functional Expenses$0$0$0$277,034
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members shall be members of an weac region 1 unit/local, a potential or existing unit/local which weac region 1 seeks to represent, or a member of weac region 1 retired. Membership is open to any person who supports the purposes and objectives of weac region 1 and maintains available membership in the nea and the weac.”

Form 990, Part VI, Section A, Line 7A

“Members elect the governing body of weac region 1.”

Form 990, Part VI, Section A, Line 7B

“These bylaws shall become effective after being ratified by the majority of the members of the representative assembly.”

Form 990, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed and approved by a uniserv director before the return is filed with the irs. A copy of the final form 990 is made available to the association's governing body.”

Form 990, Part VI, Section B, Line 12C

“Where there is a question of conflict of interest regarding the weac region 1 president or a weac region 1 staff member, the matter shall be brought to the immediate attention of the weac region 1 board of directors for determining if a conflict exists.”

Form 990, Part VI, Section B, Line 15

“Salaries and benefits of the weac region directors are determined as part of a collective bargaining agreement. The current collective bargaining agreement expires in 2026.”

Form 990, Part VI, Section C, Line 19

“The association made its governing documents, conflict of interest policy, and financial statements available to the public upon request on a case-by-case basis.”

Filing and Contact Details

Filer

Filer Name
Weac Region 1
EIN
39-1168745
Phone
7152030708
Address
16 WEST JOHN STREET, RICE LAKE, WI 54868

Signing Officer

Name
Allison Holzman
Title
Uniserv Director
Phone
7152030708
Signed
2024-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Holzman
Formed
1972
Legal Domicile
Wi
Voting Board Members
59
Independent Board Members
58
Employees
3
Volunteers
58

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Periodic post-retirement benefit - adjustment 4,163.”

Raw XML AppendixShowing 400 of 826 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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IRS990/Desc0THE OBJECTIVES OF WEAC REGION 1, SHALL BE: TO AID MEMBERS IN OBTAINING IMPROVED WAGES, HOURS, AND WORKING CONDITIONS; TO DEVELOP AMONG THE MEMBERS AND THE PUBLIC A BETTER UNDERSTANDING OF THE ISSUES AND PROBLEMS IN THE AREA OF THE RIGHTS OF PUBLIC EMPLOYEES; TO ADVANCE THE CIVIL, HUMAN, AND ACADEMIC RIGHTS OF EDUCATORS AND OTHER PUBLIC EMPLOYEES; TO PROVIDE FOR THE INVOLVEMENT OF MINORITY MEMBERS IN ASSOCIATION ACTIVITIES; TO PROMOTE THE HUMAN AND CIVIL RIGHTS AND EDUCATIONAL WELFARE OF ALL STUDENTS; TO ENCOURAGE MEMBERS TO REGISTER, VOTE, AND TO EXERCISE THEIR FULL RIGHTS AND RESPONSIBILITIES OF CITIZENSHIP AND TO PERFORM THEIR RIGHTFUL PART IN THE POLITICAL LIFE OF LOCAL, STATE, AND NATIONAL COMMUNITIES.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt560
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt570
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt580
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IRS990/Form990PartVIISectionAGrp/PersonNm0TAMMY ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT ELLINGSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RANDY GOSS
IRS990/Form990PartVIISectionAGrp/PersonNm3MATTHEW SHILLING
IRS990/Form990PartVIISectionAGrp/PersonNm4TIFFANY PRIMEAU
IRS990/Form990PartVIISectionAGrp/PersonNm5MATTHEW SCHUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTINE MUENICH
IRS990/Form990PartVIISectionAGrp/PersonNm7ANNE GALLAGHER
IRS990/Form990PartVIISectionAGrp/PersonNm8BILL STUESSEL
IRS990/Form990PartVIISectionAGrp/PersonNm9JANICE KIENBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm10DENISE MADISON
IRS990/Form990PartVIISectionAGrp/PersonNm11JUDY LUND
IRS990/Form990PartVIISectionAGrp/PersonNm12JESSICA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm13LORI LOGTERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14MELISSA HOLMQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm15ERIC IVERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm16KATHIE HINSON
IRS990/Form990PartVIISectionAGrp/PersonNm17JILL KUEHNI
IRS990/Form990PartVIISectionAGrp/PersonNm18KRISTEN HENNINGFELD
IRS990/Form990PartVIISectionAGrp/PersonNm19LAURA HARNISCH
IRS990/Form990PartVIISectionAGrp/PersonNm20DEBRA WITKIEWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm21VALERIE PUMALA
IRS990/Form990PartVIISectionAGrp/PersonNm22LISA WALTHER
IRS990/Form990PartVIISectionAGrp/PersonNm23SUSAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm24DIANE HUIRAS
IRS990/Form990PartVIISectionAGrp/PersonNm25NANCY SCHLAGETER
IRS990/Form990PartVIISectionAGrp/PersonNm26MATT VERCH
IRS990/Form990PartVIISectionAGrp/PersonNm27KEVIN PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm28JENNIFER KIEREN
IRS990/Form990PartVIISectionAGrp/PersonNm29ALYSSA MATZEK
IRS990/Form990PartVIISectionAGrp/PersonNm30BRAD STOUGHTON
IRS990/Form990PartVIISectionAGrp/PersonNm31KIM MCNAMARA
IRS990/Form990PartVIISectionAGrp/PersonNm32TINA JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm33BONNIE MUSIAL
IRS990/Form990PartVIISectionAGrp/PersonNm34KEITH LEHNE
IRS990/Form990PartVIISectionAGrp/PersonNm35MICHAEL GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm36LEO LEBAL
IRS990/Form990PartVIISectionAGrp/PersonNm37TIM DOLAN
IRS990/Form990PartVIISectionAGrp/PersonNm38MELINDA HUTH
IRS990/Form990PartVIISectionAGrp/PersonNm39JACKSON TERRY
IRS990/Form990PartVIISectionAGrp/PersonNm40VICKY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm41GINA TOLONEN
IRS990/Form990PartVIISectionAGrp/PersonNm42LORI PEDRETTI
IRS990/Form990PartVIISectionAGrp/PersonNm43CHRIS MUNDEN
IRS990/Form990PartVIISectionAGrp/PersonNm44CHRIS CARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm45BRENDA CLOSE
IRS990/Form990PartVIISectionAGrp/PersonNm46SAM MALM
IRS990/Form990PartVIISectionAGrp/PersonNm47CARLA TOWNSEND
IRS990/Form990PartVIISectionAGrp/PersonNm48BRYN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm49JILL TINMAN
IRS990/Form990PartVIISectionAGrp/PersonNm50NATHAN KLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm51KRISTIN LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm52MARGARET BEDNAREK
IRS990/Form990PartVIISectionAGrp/PersonNm53ROBERT SEIDL
IRS990/Form990PartVIISectionAGrp/PersonNm54BENJAMIN PRINGLE
IRS990/Form990PartVIISectionAGrp/PersonNm55DAWN PERKINS
IRS990/Form990PartVIISectionAGrp/PersonNm56RICK SEPPA
IRS990/Form990PartVIISectionAGrp/PersonNm57MARGARET SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm58JEFF ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm59ALLISON HOLZMAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$614,633
Liabilities
$53,269
Net assets
$561,364
Revenue
$295,974
Expenses
$277,034
Net income
$18,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$6.15$0.53$5.61$2.96$2.77$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.75$0.37$5.38$3.12$3.46$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.37$6.02$3.45$3.37$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.04$1.42$5.62$3.37$3.53$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$1.30$5.70$3.62$4.04$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$1.04$6.07$4.10$4.80$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.91$1.14$6.77$4.57$4.53$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$1.98$6.16$4.97$4.89$0.08
2015Detailed filing. Detailed filing data is available for this year.$8.23$2.16$6.08$9.52$7.21$2.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$4.00$3.77$7.58$9.52$1.94
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.01$3.41$3.59$5.22$7.44$2.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.79$3.98$5.81$8.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.67$3.46$6.20$9.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.86$3.18$5.68$9.41
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)5 • $500k-$1M nonprofits