Civic Intelligence

Educational Opportunity Association Inc.

990 • Fiscal year 2023 • EIN 39-1315014

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 22, 2024

8032 22nd AvenueKenosha, WI 53143

(231) 777-0425

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

58th percentile

8.6%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

71st percentile

16%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

52%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$847,576

Up $113,958 (+16%) from 2022

Net Assets

Up

$847,576

Up $113,958 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$807,673

Up $274,558 (+52%) from 2022

Expenses

Up

$738,548

Up $125,016 (+20%) from 2022

Net Income

Up

$69,125

Up $149,542 (+186%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $490,108Liabilities 2010: $0Net Assets 2010: $490,1082010Assets 2011: $725,391Liabilities 2011: $0Net Assets 2011: $725,3912011Assets 2012: $424,709Liabilities 2012: $0Net Assets 2012: $424,7092012Assets 2013: $563,359Liabilities 2013: $0Net Assets 2013: $563,3592013Assets 2014: $324,705Liabilities 2014: $0Net Assets 2014: $324,7052014Assets 2015: $437,794Liabilities 2015: $0Net Assets 2015: $437,7942015Assets 2016: $626,844Liabilities 2016: $0Net Assets 2016: $626,8442016Assets 2017: $711,675Liabilities 2017: $0Net Assets 2017: $711,6752017Assets 2018: $440,620Liabilities 2018: $0Net Assets 2018: $440,6202018Assets 2019: $437,296Liabilities 2019: $0Net Assets 2019: $437,2962019Assets 2020: $290,459Liabilities 2020: $0Net Assets 2020: $290,4592020Assets 2021: $325,164Liabilities 2021: $0Net Assets 2021: $325,1642021Assets 2022: $733,618Liabilities 2022: $0Net Assets 2022: $733,6182022Assets 2023: $847,576Liabilities 2023: $0Net Assets 2023: $847,5762023Assets 2024: $816,105Liabilities 2024: $0Net Assets 2024: $816,1052024

Highlighted filing

2023

Assets$847,576
Liabilities$0
Net Assets$847,576

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $664,6442010Expenses 2011: $386,9212011Expenses 2012: $859,7042012Revenue 2013: $493,581Expenses 2013: $352,624Net Income 2013: $140,9572013Revenue 2014: $582,809Expenses 2014: $821,464Net Income 2014: -$238,6552014Revenue 2015: $601,479Expenses 2015: $475,428Net Income 2015: $126,0512015Revenue 2016: $756,447Expenses 2016: $576,512Net Income 2016: $179,9352016Revenue 2017: $470,402Expenses 2017: $385,571Net Income 2017: $84,8312017Revenue 2018: $859,183Expenses 2018: $553,807Net Income 2018: $305,3762018Revenue 2019: $610,535Expenses 2019: $613,859Net Income 2019: -$3,3242019Revenue 2020: $425,103Expenses 2020: $380,733Net Income 2020: $44,3702020Revenue 2021: $547,526Expenses 2021: $512,821Net Income 2021: $34,7052021Revenue 2022: $533,115Expenses 2022: $613,532Net Income 2022: -$80,4172022Revenue 2023: $807,673Expenses 2023: $738,548Net Income 2023: $69,1252023Revenue 2024: $836,460Expenses 2024: $868,072Net Income 2024: -$31,6122024

Highlighted filing

2023

Revenue$807,673
Expenses$738,548
Net Income$69,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 22, 2024
Return Version
2023v5.1
Gross Receipts
$807,673
Mission and Program Overview

Mission

Providing post secondary education opportunities

To provide post-secondary education opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$733,618$847,576▲ $113,958
Cash and Non-Interest-Bearing Accounts$425,754$529,663▲ $103,909
Savings and Temporary Cash Investments$307,864$317,913▲ $10,049
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$733,618$847,576▲ $113,958
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$733,618$847,576▲ $113,958
Total Liabilities and Net Assets / Fund Balance$733,618$847,576▲ $113,958
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$134,691
Program Service Revenue
$662,508
Investment Income
$10,049
Other Revenue
$425
All Other Contributions
$44,560
Change in Net Assets
$69,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$726,548
Grants and Similar Amounts Paid$12,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$540,097--$540,097
Travel$22,458$70,733-$93,191
Other Expenses$42,935$22,308-$22,308
Information Technology-$20,769-$20,769
Grants to Domestic Orgs$12,000--$12,000
Office Expenses-$7,248-$7,248
Total Functional Expenses$617,490$121,058$0$738,548
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Education Opportunity Association FoundationCedar Rapids, IA501(c)(3)Scholarships$12,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Section 3.1 types of membership membership in the association is subject to the review of the association membership and certification committee. There shall be no individual membership in a chapter apart from membership in the association. Membership in the association is of five types: active professional, affiliate, organizational, honorary, and honorary active professional. Section 3.2 active professional membership 3.2.1) active professional membership is available for any professional who will actively support the purposes and objectives of the association, as delineated in article 2 of this constitution and bylaws and whose primary work is either directly in educational opportunity programs and services or in a professional field that indirectly promotes educational opportunities. Active professional members must be members in good standing of a recognized chapter chartered by the association, must reside or work within the association's borders and must pay the annual dues as established by the board of directors. 3.2.2) each active professional member is entitled to have voice and one vote in affairs of the association and is eligible to hold office as delineated in article 5, section 5.1 of this constitution and bylaws. Section 3.3 affiliate membership 3.3.1) affiliate membership is available for any individual who supports the purposes and objectives of the association, as herein expressed, such as educational opportunity program alumni, participants, retirees, graduate students, and others having an interest in broadening accessibility to and success in formal postsecondary education. Affiliate members must be members in good standing of a recognized chapter chartered by the association, need not reside or work within the association's borders, and must pay the annual dues as established by the board of directors. 3.3.2) each affiliate member may have voice but may not vote in affairs of the association and is not eligible to hold office. Section 3.4 organizational membership 3.4.1) organizational membership is available for any organization, whether an educational institution, nonprofit organization, corporation, business, or agency having an active interest in promoting the goals of the association. Organizational members must be members in good standing with the association and must pay the annual dues as established by the board of directors. 3.4.2) each organizational member shall be allowed individuals, up to the level of paid membership dues, to become certified to represent the organization at meetings of, or otherwise in connection with, the association/chapter and receive member rates for attendance and participation. 3.4.3) each individual certified under an organizational membership may have voice but not vote in the affairs of the association and is not eligible to hold office. Section 3.5 honorary membership 3.5.1) honorary membership may be conferred upon an individual, institution, organization, foundation, or business by a two-thirds vote of the board of directors in recognition of extraordinary contributions to or support of the association. Any active professional member, associate member, association committee, or chapter may submit a nomination for honorary membership for consideration by the board of directors. Once conferred, honorary membership is perpetual unless or until otherwise determined by the board of directors. Honorary members need not be members of a recognized chapter chartered by the association nor reside in or be employed within a chartered chapter's borders or those of the association. Annual dues are waived for honorary members. 3.5.2) honorary members are to receive recognition by annual publication of a roster of such members and by such other recognition as may be deemed appropriate by the board of directors. 3.5.3) each honorary member may have voice, but may not vote in affairs of the association, and is not eligible to hold office. Section 3.6 honorary active professio

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

The president shall nominate the chairs and members of all committees needed to conduct the affairs of the association. Their appointment shall be subject to confirmation by the board of directors.

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

Prior to filing with the irs, form 990 is reviewed by the finance committee, which consists of the president, past president, president elect, treasurer, finance committee chair, and at least two members at large. A copy of the most recent 990 is included for the members in their packet at the general assembly.

Form 990, Part VI, Section B, Line 12

We do not have a conflict of interest policy but we do have an ethics credo that is completed by each board member on an annual basis.

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available to the public upon request for the same period of disclosure as set forth in section 6104(d).

Filing and Contact Details

Filer

Filer Name
Educational Opportunity Association Inc
EIN
39-1315014
Phone
2317770425
Address
8032 22ND AVENUE, KENOSHA, WI 53143

Signing Officer

Name
Robert Ross
Title
Treasurer
Phone
2317770425
Signed
2024-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Ross
Formed
2001
Legal Domicile
Wi
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
110

Preparer

Firm
Creative Planning Tax LLC
Address
220 PARK AVE S, ST CLOUD, MN 56301
Preparer
Marie a Primus CPA
Phone
3202517010
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IRS990/Desc0THE PURPOSE OF THE EDUCATIONAL OPPORTUNITY ASSOCIATION, (THE ASSOCIATION) IS TO BRING TOGETHER INTO A WORK AND STUDY COMMUNITY PERSONS WHO HAVE AN ACTIVE INTEREST IN OR WHO ARE PROFESSIONALLY INVOLVED IN BROADENING ACCESSIBILITY TO AND SUCCESS IN FORMAL POSTSECONDARY EDUCATION. MAJOR FOCI WILL BE: 1) ELEMENTS WHICH PREPARE STUDENTS FOR POSTSECONDARY EDUCATIONAL EXPERIENCES; AND 2) INSTITUTIONAL RESPONSES TO THE CHALLENGE OF SERVING MORE DIVERSE STUDENT POPULATIONS. THE ASSOCIATION IS PARTICULARLY CONCERNED ABOUT STUDENTS WHO, BY REASON OF SOCIOECONOMIC STATION, FIRST GENERATION STATUS, ETHNIC DEFINITION, MILITARY VETERAN STATUS, AND/OR DISABILITY, ARE IN A POSITION OF DISADVANTAGE WITH TRADITIONAL MAINSTREAM AMERICAN STUDENTS. THE ASSOCIATION SEEKS TO ACCOMPLISH ITS PURPOSE(S) BY: 1) PROMOTING RESEARCH, EVALUATION, PROGRAMMATIC AND FISCAL PLANNING, AND TRAINING INCLUSIVE OF, BUT NOT LIMITED TO, CONDUCTING WORKSHOPS AND SEMINARS, AND EDUCATING THE PUBLIC AND PUBLIC OFFICIALS TO THE CONCERNS OF THE ASSOCIATION; 2) DEVELOPING THE CAPABILITY TO MAKE TIMELY AND MEANINGFUL RESPONSES TO ISSUES AND CONCERNS AFFECTING THE EDUCATIONAL RESOURCES AND ENVIRONMENTS OF STUDENTS; 3) ENCOURAGING THE DEVELOPMENT AND EXPANSION OF A COMMUNICATIONS NETWORK PRIMARILY FOR PERSONS PROFESSIONALLY INVOLVED IN EDUCATIONAL OPPORTUNITY PROGRAMS AND SERVICES; 4) ENGAGING IN THE SPECIFIC AND GENERAL COORDINATION OF EFFORTS WITH OTHER ORGANIZATIONS AND PERSONS HAVING PURPOSES SUPPORTIVE OF OR IN HARMONY WITH ASSOCIATION CONCERNS; AND, 5) AWARDING SCHOLARSHIPS TO STUDENTS IN ACCORDANCE WITH THE PURPOSES OF THE ASSOCIATION AND ACCORDING TO QUALIFICATIONS ESTABLISHED BY THE BOARD OF DIRECTORS AND THE GENERAL ASSEMBLY IN CONJUNCTION WITH THE EOA FOUNDATION.IN 2023, ACCOMPLISHMENTS INCLUDED CONDUCTING AN EOA ANNUAL PROFESSIONAL CONFERENCE, EMERGING LEADERS INSTITUTE, AND KEITH SHERIN GLOBAL LEADERS PROGRAM; PROVIDING SCHOLARSHIPS TO COLLEGE AND PRE-COLLEGE PARTICIPANTS; AND PROVIDING PROFESSIONAL DEVELOPMENT WORKSHOPS FOR ACTIVITIES THAT TEACH-TRAIN THE TRAINER, MOMENTUM RECRUITMENT GUIDE WITH PARADIGM SHIFT, OMB UNIFORM GUIDANCE, PEOPLE FIRST PROFESSIONAL DEVELOPMENT WITH PARADIGM SHIFT, AND CREATING CULTURE WITH PARADIGM SHIFT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO BRING COMMUNITY PERSONS WHO HAVE AN ACTIVE INTEREST IN OR WHO ARE PROFESSIONALLY INVOLVED IN BROADENING ACCESSIBILITY TO AND SUCCESS IN FORMAL POSTSECONDARY EDUCATION. THE ASSOCIATION IS PARTICULARLY CONCERNED ABOUT STUDENTS WHO, BY REASON OF SOCIOECONOMIC STATION, FIRST GENERATION STATUS, ETHNIC DEFINITION, MILITARY VETERAN STATUS, AND/OR DISABILITY, ARE IN A POSITION OF DISADVANTAGE WITH TRADITIONAL MAINSTREAM AMERICAN STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0847576
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt07248
IRS990/OfficerMailingAddressInd00
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IRS990/OtherExpensesGrp/Desc1BOARD ACTIVITIES
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT ROSS
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IRS990/ProgramServiceRevenueGrp/Desc0NATIONAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1AFFILIATE REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1310800
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1310800
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0533115
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt069125
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0733618
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0847576
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0154520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0113757
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0425103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0610535
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IRS990ScheduleA/PublicSupportTotal170Amt01438606
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0134691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0154520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0113757
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0425103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0610535
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01438606
IRS990ScheduleA/TotalSupportAmt01448655
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDUCATION OPPORTUNITY ASSOCIATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0411746158
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0150 THOMPSON DRIVE SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CEDAR RAPIDS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052403
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION 3.1 TYPES OF MEMBERSHIP MEMBERSHIP IN THE ASSOCIATION IS SUBJECT TO THE REVIEW OF THE ASSOCIATION MEMBERSHIP AND CERTIFICATION COMMITTEE. THERE SHALL BE NO INDIVIDUAL MEMBERSHIP IN A CHAPTER APART FROM MEMBERSHIP IN THE ASSOCIATION. MEMBERSHIP IN THE ASSOCIATION IS OF FIVE TYPES: ACTIVE PROFESSIONAL, AFFILIATE, ORGANIZATIONAL, HONORARY, AND HONORARY ACTIVE PROFESSIONAL. SECTION 3.2 ACTIVE PROFESSIONAL MEMBERSHIP 3.2.1) ACTIVE PROFESSIONAL MEMBERSHIP IS AVAILABLE FOR ANY PROFESSIONAL WHO WILL ACTIVELY SUPPORT THE PURPOSES AND OBJECTIVES OF THE ASSOCIATION, AS DELINEATED IN ARTICLE 2 OF THIS CONSTITUTION AND BYLAWS AND WHOSE PRIMARY WORK IS EITHER DIRECTLY IN EDUCATIONAL OPPORTUNITY PROGRAMS AND SERVICES OR IN A PROFESSIONAL FIELD THAT INDIRECTLY PROMOTES EDUCATIONAL OPPORTUNITIES. ACTIVE PROFESSIONAL MEMBERS MUST BE MEMBERS IN GOOD STANDING OF A RECOGNIZED CHAPTER CHARTERED BY THE ASSOCIATION, MUST RESIDE OR WORK WITHIN THE ASSOCIATION'S BORDERS AND MUST PAY THE ANNUAL DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS. 3.2.2) EACH ACTIVE PROFESSIONAL MEMBER IS ENTITLED TO HAVE VOICE AND ONE VOTE IN AFFAIRS OF THE ASSOCIATION AND IS ELIGIBLE TO HOLD OFFICE AS DELINEATED IN ARTICLE 5, SECTION 5.1 OF THIS CONSTITUTION AND BYLAWS. SECTION 3.3 AFFILIATE MEMBERSHIP 3.3.1) AFFILIATE MEMBERSHIP IS AVAILABLE FOR ANY INDIVIDUAL WHO SUPPORTS THE PURPOSES AND OBJECTIVES OF THE ASSOCIATION, AS HEREIN EXPRESSED, SUCH AS EDUCATIONAL OPPORTUNITY PROGRAM ALUMNI, PARTICIPANTS, RETIREES, GRADUATE STUDENTS, AND OTHERS HAVING AN INTEREST IN BROADENING ACCESSIBILITY TO AND SUCCESS IN FORMAL POSTSECONDARY EDUCATION. AFFILIATE MEMBERS MUST BE MEMBERS IN GOOD STANDING OF A RECOGNIZED CHAPTER CHARTERED BY THE ASSOCIATION, NEED NOT RESIDE OR WORK WITHIN THE ASSOCIATION'S BORDERS, AND MUST PAY THE ANNUAL DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS. 3.3.2) EACH AFFILIATE MEMBER MAY HAVE VOICE BUT MAY NOT VOTE IN AFFAIRS OF THE ASSOCIATION AND IS NOT ELIGIBLE TO HOLD OFFICE. SECTION 3.4 ORGANIZATIONAL MEMBERSHIP 3.4.1) ORGANIZATIONAL MEMBERSHIP IS AVAILABLE FOR ANY ORGANIZATION, WHETHER AN EDUCATIONAL INSTITUTION, NONPROFIT ORGANIZATION, CORPORATION, BUSINESS, OR AGENCY HAVING AN ACTIVE INTEREST IN PROMOTING THE GOALS OF THE ASSOCIATION. ORGANIZATIONAL MEMBERS MUST BE MEMBERS IN GOOD STANDING WITH THE ASSOCIATION AND MUST PAY THE ANNUAL DUES AS ESTABLISHED BY THE BOARD OF DIRECTORS. 3.4.2) EACH ORGANIZATIONAL MEMBER SHALL BE ALLOWED INDIVIDUALS, UP TO THE LEVEL OF PAID MEMBERSHIP DUES, TO BECOME CERTIFIED TO REPRESENT THE ORGANIZATION AT MEETINGS OF, OR OTHERWISE IN CONNECTION WITH, THE ASSOCIATION/CHAPTER AND RECEIVE MEMBER RATES FOR ATTENDANCE AND PARTICIPATION. 3.4.3) EACH INDIVIDUAL CERTIFIED UNDER AN ORGANIZATIONAL MEMBERSHIP MAY HAVE VOICE BUT NOT VOTE IN THE AFFAIRS OF THE ASSOCIATION AND IS NOT ELIGIBLE TO HOLD OFFICE. SECTION 3.5 HONORARY MEMBERSHIP 3.5.1) HONORARY MEMBERSHIP MAY BE CONFERRED UPON AN INDIVIDUAL, INSTITUTION, ORGANIZATION, FOUNDATION, OR BUSINESS BY A TWO-THIRDS VOTE OF THE BOARD OF DIRECTORS IN RECOGNITION OF EXTRAORDINARY CONTRIBUTIONS TO OR SUPPORT OF THE ASSOCIATION. ANY ACTIVE PROFESSIONAL MEMBER, ASSOCIATE MEMBER, ASSOCIATION COMMITTEE, OR CHAPTER MAY SUBMIT A NOMINATION FOR HONORARY MEMBERSHIP FOR CONSIDERATION BY THE BOARD OF DIRECTORS. ONCE CONFERRED, HONORARY MEMBERSHIP IS PERPETUAL UNLESS OR UNTIL OTHERWISE DETERMINED BY THE BOARD OF DIRECTORS. HONORARY MEMBERS NEED NOT BE MEMBERS OF A RECOGNIZED CHAPTER CHARTERED BY THE ASSOCIATION NOR RESIDE IN OR BE EMPLOYED WITHIN A CHARTERED CHAPTER'S BORDERS OR THOSE OF THE ASSOCIATION. ANNUAL DUES ARE WAIVED FOR HONORARY MEMBERS. 3.5.2) HONORARY MEMBERS ARE TO RECEIVE RECOGNITION BY ANNUAL PUBLICATION OF A ROSTER OF SUCH MEMBERS AND BY SUCH OTHER RECOGNITION AS MAY BE DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS. 3.5.3) EACH HONORARY MEMBER MAY HAVE VOICE, BUT MAY NOT VOTE IN AFFAIRS OF THE ASSOCIATION, AND IS NOT ELIGIBLE TO HOLD OFFICE. SECTION 3.6 HONORARY ACTIVE PROFESSIO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT SHALL NOMINATE THE CHAIRS AND MEMBERS OF ALL COMMITTEES NEEDED TO CONDUCT THE AFFAIRS OF THE ASSOCIATION. THEIR APPOINTMENT SHALL BE SUBJECT TO CONFIRMATION BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO FILING WITH THE IRS, FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, WHICH CONSISTS OF THE PRESIDENT, PAST PRESIDENT, PRESIDENT ELECT, TREASURER, FINANCE COMMITTEE CHAIR, AND AT LEAST TWO MEMBERS AT LARGE. A COPY OF THE MOST RECENT 990 IS INCLUDED FOR THE MEMBERS IN THEIR PACKET AT THE GENERAL ASSEMBLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WE DO NOT HAVE A CONFLICT OF INTEREST POLICY BUT WE DO HAVE AN ETHICS CREDO THAT IS COMPLETED BY EACH BOARD MEMBER ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0733618
IRS990/TotalAssetsEOYAmt0847576
IRS990/TotalAssetsGrp/BOYAmt0733618
IRS990/TotalAssetsGrp/EOYAmt0847576

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$0.00$8.16$8.36$8.68$0.32
2023Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$8.08$7.39$0.69
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.00$7.34$5.33$6.14$0.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$5.48$5.13$0.35
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.00$2.90$4.25$3.81$0.44
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.37$0.00$4.37$6.11$6.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$8.59$5.54$3.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.00$7.12$4.70$3.86$0.85
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.27$0.00$6.27$7.56$5.77$1.80
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.38$0.00$4.38$6.01$4.75$1.26
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$5.83$8.21$2.39
2013Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$4.94$3.53$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.00$4.25$8.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$0.00$7.25$3.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$6.65
Peer Organizations

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