Civic Intelligence

Specialty Tools and Fasteners Dstrbtrs Assn Inc

990 • Fiscal year 2017 • EIN 39-1287182

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

PO Box 44Elm Grove, WI 53122-0044

(262) 784-4774

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

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

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Net Margin

56th percentile

5.6%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$285,822

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Asset Growth

33rd percentile

2.0%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

3.4%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,055,036

Up $173,770 (+2.0%) from 2016

Net Assets

Up

$9,055,036

Up $173,770 (+2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$3,099,087

Up $100,516 (+3.4%) from 2016

Expenses

Down

$2,925,317

Down $66,383 (-2.2%) from 2016

Net Income

Up

$173,770

Up $166,899 (+2429%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,696,569Liabilities 2010: $0Net Assets 2010: $8,696,5692010Assets 2011: $9,365,438Liabilities 2011: $0Net Assets 2011: $9,365,4382011Assets 2012: $9,657,879Liabilities 2012: $0Net Assets 2012: $9,657,8792012Assets 2013: $9,071,080Liabilities 2013: $0Net Assets 2013: $9,071,0802013Assets 2014: $8,912,781Liabilities 2014: $0Net Assets 2014: $8,912,7812014Assets 2015: $8,874,395Liabilities 2015: $0Net Assets 2015: $8,874,3952015Assets 2016: $8,881,266Liabilities 2016: $0Net Assets 2016: $8,881,2662016Assets 2017: $9,055,036Liabilities 2017: $0Net Assets 2017: $9,055,0362017Assets 2018: $9,271,124Liabilities 2018: $0Net Assets 2018: $9,271,1242018Assets 2019: $8,674,435Liabilities 2019: $0Net Assets 2019: $8,674,4352019Assets 2020: $8,286,292Liabilities 2020: $0Net Assets 2020: $8,286,2922020Assets 2021: $7,827,339Liabilities 2021: $0Net Assets 2021: $7,827,3392021Assets 2022: $6,838,799Liabilities 2022: $0Net Assets 2022: $6,838,7992022Assets 2023: $5,095,383Liabilities 2023: $0Net Assets 2023: $5,095,3832023

Highlighted filing

2017

Assets$9,055,036
Liabilities$0
Net Assets$9,055,036

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,251,4532010Expenses 2011: $2,135,7752011Expenses 2012: $2,476,8732012Revenue 2013: $2,920,903Expenses 2013: $3,507,702Net Income 2013: -$586,7992013Revenue 2014: $2,916,925Expenses 2014: $3,075,224Net Income 2014: -$158,2992014Revenue 2015: $2,940,157Expenses 2015: $2,978,543Net Income 2015: -$38,3862015Revenue 2016: $2,998,571Expenses 2016: $2,991,700Net Income 2016: $6,8712016Revenue 2017: $3,099,087Expenses 2017: $2,925,317Net Income 2017: $173,7702017Revenue 2018: $3,176,044Expenses 2018: $2,959,956Net Income 2018: $216,0882018Revenue 2019: $3,313,215Expenses 2019: $3,909,904Net Income 2019: -$596,6892019Revenue 2020: $1,047,680Expenses 2020: $1,435,823Net Income 2020: -$388,1432020Revenue 2021: $2,157,664Expenses 2021: $2,616,617Net Income 2021: -$458,9532021Revenue 2022: $2,205,381Expenses 2022: $3,194,951Net Income 2022: -$989,5702022Revenue 2023: $2,229,778Expenses 2023: $3,973,272Net Income 2023: -$1,743,4942023

Highlighted filing

2017

Revenue$3,099,087
Expenses$2,925,317
Net Income$173,770
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$3,099,087
Mission and Program Overview

Mission

To foster education and growth of its members and the association for the betterment of the industry.

The organization is an educational association to help its members businesses. The organization offers a series of training manuals and monthly webinars, annual convention and trade show with seven educational workshops, and a large (800 booth) trade show.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$8,382,634$8,442,557▲ $59,923
Cash and Non-Interest-Bearing Accounts$493,632$571,572▲ $77,940
Land, Buildings, and Equipment, Net$0$35,257▲ $35,257
Investments Other Securities$5,000$5,650▲ $650
Total Assets$8,881,266$9,055,036▲ $173,770
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$8,881,266$9,055,036▲ $173,770
Total Net Assets Fund Balance$8,881,266$9,055,036▲ $173,770
Total Liabilities and Net Assets / Fund Balance$8,881,266$9,055,036▲ $173,770

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$35,257$98,249-
Leasehold Improvements$0$40,580-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Georgia H FoleyExecutive DirectorFT$246,374$39,448$285,822
Catherine P UsherMember Services DirectorFT$107,780$20,063$127,843

Board Members and Trustees

NameTitle
Tom LeahyPresident/director (11/15-12/31)
Sean BairdDirector/vice President (11/15-12/31)
Michelle St JohnVice President/president (11/15-12/31)
Al TalbotDirector
Brian GerstenDirector
Dan EschDirector
Greg HughesDirector
Jeff BrownDirector
Marc KrofchickDirector
Steve BaileyDirector
Terry EarleDirector (1/1-11/14)
Linda TrotterDirector (11/15-12/31)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,818,343
Investment Income
$114,246
Other Revenue
$166,498
Change in Net Assets
$173,770

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,099,087
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,099,087
Total Revenue per Form 990
$3,099,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,332,173
Salaries, Compensation, and Employee Benefits$579,643
Grants and Similar Amounts Paid$13,501
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$1,811,308
Current Officers, Directors, Trustees, and Key Employees---$354,154
Other Salaries and Wages---$114,523
All Other Expenses---$69,177
Fees for Services Other---$63,190
Occupancy---$48,898
Insurance---$46,044
Pension Plan Contributions---$41,641
Other Employee Benefits---$40,020
Payroll Taxes---$29,305
Office Expenses---$22,814
Other Expenses---$17,238
Grants to Domestic Individuals---$13,501
Fees for Services Accounting---$11,500
Information Technology---$11,240
Travel---$7,117
Depreciation Depletion---$7,051
Fees for Services Legal---$3,525
Total Functional Expenses$0$0$0$2,925,317

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,925,317
Total Expenses per Audited Statements$2,925,317
Total Expenses per Form 990$2,925,317
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization documents the meetings held during the year by the governing body, but does not document meetings held by committees.

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

The president reviews the financial statements on a monthly basis. The board of directors receive quarterly financials from the executive director, and they review audited statements during the summer board meeting (held in june). The organization does not provide a complete copy of the form 990 to all members of its governing body before filing the return.

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

A copy of the board's fiscal responsibility and a review of conflict of interests are always included in the june board book for a review at the mid-year meeting.

Form 990, Part VI, Section B, Line 15

The current president, vice-president, and immediate past president review association benchmarking compensation reports issued by the american society of association executives (asae), and the goals the review committee set for the executive director. The three individuals have a conference call and discuss their results with the executive director prior to the november board meeting. Their findings are presented to the board at the november meeting for discussion and approval.

Form 990, Part VI, Section C, Line 19

Documents are available upon request - the requestor can review the documents at the stafda office in elm grove.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Georgia h. Foley - p.o.box 44, elm grove, wi 53122. Terry earle - 500 s. Jennings ave., fort worth, tx 76104. Tom leahy - 3880 e. Broadway rd, phoenix, az 85040. Marc krofchick - 61 - 5 parr blvd, bolton, ontario, canada. Michelle st. John - p.o. Box 1717, auburn, wa 98001. Catherine p. Usher - p.o. Box 44, elm grove, wi 53122. Steve bailey - p.o. Box 17526, louisville, ky 40217. Sean baird - 416 davis st., virginia beach, va 23462. Dan esch - 561 phalen blvd, saint paul, mn 55130. Al talbot - 1950 alpine way, hayward, ca 94545. Jeff brown - 12290 crystal commerce loop, fort myers, fl 33966. Greg hughes - 707 e 6th st, stillwater, ok 74074. Brian gersten - 405 spook rock rd, suffern, ny 10901. Linda trotter - 3227 alameda, el paso, tx 79905.

FORM 990, PART VI, SECTION A, LINE 6:

The organization has a board of directors.

Filing and Contact Details

Filer

Filer Name
Specialty Tools and Fasteners
EIN
39-1287182
Phone
2627844774
Address
PO BOX 44, ELM GROVE, WI 53122-0044

Signing Officer

Name
Georgia Foley
Title
Executive Director
Phone
2627844774
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Georgia Foley
Formed
1976
Legal Domicile
Wi
Voting Board Members
1,054
Independent Board Members
1,054
Employees
5
Volunteers
0

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Mary Ellen Michaelson
Phone
2627970400
Supplemental Narrative

Additional Explanations

Form 990

Association education alliance k-1 12/31/17 1/1/17 beginning tax basis 0 ordinary business income/loss (485) contribution 650 interest income 92 other income 52 ------ stock basis 309 prior year carryforward (551) at-risk amount - carryforward to 2017 (242) ------ 12/31/17 ending tax basis 0 ======

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from federal and state income tax under section 501(c)(6) of the internal revenue code. Management believes that it has appropriate support for any tax positions related to unrelated business activities, if any, and as such, believes it does not have any uncertain tax positions that are material to the financial statements.

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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (11/15-12/31)
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0190
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0190
IRS990/MissionDesc0TO FOSTER EDUCATION AND GROWTH OF ITS MEMBERS AND THE ASSOCIATION FOR THE BETTERMENT OF THE INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08881266
IRS990/NetAssetsOrFundBalancesEOYAmt09055036
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0175
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0175
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt048898
IRS990/OfficeExpensesGrp/TotalAmt022814
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040020
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL MATERIAL
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt090521
IRS990/OtherExpensesGrp/TotalAmt177285
IRS990/OtherExpensesGrp/TotalAmt245265
IRS990/OtherExpensesGrp/TotalAmt317238
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SERVICE INCOME
IRS990/OtherRevenueMiscGrp/Desc1EDUCATIONAL MATERIAL
IRS990/OtherRevenueMiscGrp/Desc2LABELS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0148870
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116483
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2955
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0148870
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116483
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2955
IRS990/OtherRevenueTotalAmt0166498
IRS990/OtherSalariesAndWagesGrp/TotalAmt0114523
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt029305
IRS990/PensionPlanContributionsGrp/TotalAmt041641
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GEORGIA FOLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONVENTIONS & MEET
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02002843
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1815500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02002843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1815500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt015387
IRS990/PYInvestmentIncomeAmt0111808
IRS990/PYOtherExpensesAmt02435755
IRS990/PYOtherRevenueAmt0168372
IRS990/PYProgramServiceRevenueAmt02718391
IRS990/PYRevenuesLessExpensesAmt06871
IRS990/PYSalariesCompEmpBnftPaidAmt0540558
IRS990/PYTotalExpensesAmt02991700
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02998571
IRS990/ReconcilationRevenueExpnssAmt0173770
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08382634
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08442557
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0815500
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt035257
IRS990ScheduleD/EquipmentGrp/DepreciationAmt098249
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0133506
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02925317
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt040580
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt040580
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03099087
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS RELATED TO UNRELATED BUSINESS ACTIVITIES, IF ANY, AND AS SUCH, BELIEVES IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt035257
IRS990ScheduleD/TotalExpensesPerForm990Amt02925317
IRS990ScheduleD/TotalRevenuePerForm990Amt03099087
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03099087
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02925317
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt013501
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO UNIVERSITY OF INNOVATIVE DISTRIBUTION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PAYMENTS FOR SCHOLARSHIPS ARE PAID DIRECTLY TO ASSOCIATION EDUCATION ALLIANCE FOR THIS TRAINING IN THE DISTRIBUTOR FIELD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART III, LINE 1
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0246374
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt022174
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GEORGIA H FOLEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0285822
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOCUMENTS THE MEETINGS HELD DURING THE YEAR BY THE GOVERNING BODY, BUT DOES NOT DOCUMENT MEETINGS HELD BY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. THE BOARD OF DIRECTORS RECEIVE QUARTERLY FINANCIALS FROM THE EXECUTIVE DIRECTOR, AND THEY REVIEW AUDITED STATEMENTS DURING THE SUMMER BOARD MEETING (HELD IN JUNE). THE ORGANIZATION DOES NOT PROVIDE A COMPLETE COPY OF THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE BOARD'S FISCAL RESPONSIBILITY AND A REVIEW OF CONFLICT OF INTERESTS ARE ALWAYS INCLUDED IN THE JUNE BOARD BOOK FOR A REVIEW AT THE MID-YEAR MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CURRENT PRESIDENT, VICE-PRESIDENT, AND IMMEDIATE PAST PRESIDENT REVIEW ASSOCIATION BENCHMARKING COMPENSATION REPORTS ISSUED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE), AND THE GOALS THE REVIEW COMMITTEE SET FOR THE EXECUTIVE DIRECTOR. THE THREE INDIVIDUALS HAVE A CONFERENCE CALL AND DISCUSS THEIR RESULTS WITH THE EXECUTIVE DIRECTOR PRIOR TO THE NOVEMBER BOARD MEETING. THEIR FINDINGS ARE PRESENTED TO THE BOARD AT THE NOVEMBER MEETING FOR DISCUSSION AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST - THE REQUESTOR CAN REVIEW THE DOCUMENTS AT THE STAFDA OFFICE IN ELM GROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GEORGIA H. FOLEY - P.O.BOX 44, ELM GROVE, WI 53122. TERRY EARLE - 500 S. JENNINGS AVE., FORT WORTH, TX 76104. TOM LEAHY - 3880 E. BROADWAY RD, PHOENIX, AZ 85040. MARC KROFCHICK - 61 - 5 PARR BLVD, BOLTON, ONTARIO, CANADA. MICHELLE ST. JOHN - P.O. BOX 1717, AUBURN, WA 98001. CATHERINE P. USHER - P.O. BOX 44, ELM GROVE, WI 53122. STEVE BAILEY - P.O. BOX 17526, LOUISVILLE, KY 40217. SEAN BAIRD - 416 DAVIS ST., VIRGINIA BEACH, VA 23462. DAN ESCH - 561 PHALEN BLVD, SAINT PAUL, MN 55130. AL TALBOT - 1950 ALPINE WAY, HAYWARD, CA 94545. JEFF BROWN - 12290 CRYSTAL COMMERCE LOOP, FORT MYERS, FL 33966. GREG HUGHES - 707 E 6TH ST, STILLWATER, OK 74074. BRIAN GERSTEN - 405 SPOOK ROCK RD, SUFFERN, NY 10901. LINDA TROTTER - 3227 ALAMEDA, EL PASO, TX 79905.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ASSOCIATION EDUCATION ALLIANCE K-1 12/31/17 1/1/17 BEGINNING TAX BASIS 0 ORDINARY BUSINESS INCOME/LOSS (485) CONTRIBUTION 650 INTEREST INCOME 92 OTHER INCOME 52 ------ STOCK BASIS 309 PRIOR YEAR CARRYFORWARD (551) AT-RISK AMOUNT - CARRYFORWARD TO 2017 (242) ------ 12/31/17 ENDING TAX BASIS 0 ======
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION HAS A BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION A, LINE 6:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08881266
IRS990/TotalAssetsEOYAmt09055036
IRS990/TotalAssetsGrp/BOYAmt08881266
IRS990/TotalAssetsGrp/EOYAmt09055036
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt02925317
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08881266
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09055036
IRS990/TotalOtherCompensationAmt059511
IRS990/TotalProgramServiceRevenueAmt02818343
IRS990/TotalReportableCompFromOrgAmt0354154
IRS990/TotalRevenueGrp/ExclusionAmt0114071
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02985016
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03099087
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08881266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09055036
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt07117
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt08881266
IRS990/UnrestrictedNetAssetsGrp/EOYAmt09055036
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 44
IRS990/USAddress/CityNm0ELM GROVE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0531220044

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$2.23$3.97$1.74
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.84$0.00$6.84$2.21$3.19$0.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$0.00$7.83$2.16$2.62$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$0.00$8.29$1.05$1.44$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.00$8.67$3.31$3.91$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.27$0.00$9.27$3.18$2.96$0.22
2017Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$3.10$2.93$0.17
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.88$0.00$8.88$3.00$2.99$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.87$0.00$8.87$2.94$2.98$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$2.92$3.08$0.16
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.07$0.00$9.07$2.92$3.51$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.66$0.00$9.66$2.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.37$0.00$9.37$2.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.70$0.00$8.70$2.25