Civic Intelligence

Wisconsin Association of Educational Opportunity Program

990EZ • Fiscal year 2017 • EIN 39-1595874

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

1209 Fremont Street Rm/Ste 204Stevens Point, WI 54481

(715) 346-2940

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

24%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$90,125

Up $15,820 (+21%) from 2016

Net Assets

Up

$90,125

Up $15,820 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$83,395

Up $16,116 (+24%) from 2016

Expenses

Up

$67,575

Up $10,029 (+17%) from 2016

Net Income

Up

$15,820

Up $6,087 (+63%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $65,772Liabilities 2013: $02013Assets 2014: $74,071Liabilities 2014: $0Net Assets 2014: $74,0712014Assets 2015: $64,572Liabilities 2015: $0Net Assets 2015: $64,5722015Assets 2016: $74,305Liabilities 2016: $0Net Assets 2016: $74,3052016Assets 2017: $90,125Liabilities 2017: $0Net Assets 2017: $90,1252017Assets 2018: $103,659Liabilities 2018: $0Net Assets 2018: $103,6592018Assets 2019: $120,591Liabilities 2019: $0Net Assets 2019: $120,5912019Assets 2020: $170,752Liabilities 2020: $0Net Assets 2020: $170,7522020Assets 2021: $203,619Liabilities 2021: $0Net Assets 2021: $203,6192021Assets 2022: $232,662Liabilities 2022: $0Net Assets 2022: $232,6622022Assets 2023: $209,286Liabilities 2023: $0Net Assets 2023: $209,2862023Assets 2024: $165,889Liabilities 2024: $0Net Assets 2024: $165,8892024

Highlighted filing

2017

Assets$90,125
Liabilities$0
Net Assets$90,125

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $44,325Expenses 2013: $53,322Net Income 2013: -$8,9972013Revenue 2014: $57,051Expenses 2014: $48,351Net Income 2014: $8,7002014Revenue 2015: $48,747Expenses 2015: $58,245Net Income 2015: -$9,4982015Revenue 2016: $67,279Expenses 2016: $57,546Net Income 2016: $9,7332016Revenue 2017: $83,395Expenses 2017: $67,575Net Income 2017: $15,8202017Revenue 2018: $91,271Expenses 2018: $77,737Net Income 2018: $13,5342018Revenue 2019: $129,516Expenses 2019: $112,584Net Income 2019: $16,9322019Revenue 2020: $74,725Expenses 2020: $24,564Net Income 2020: $50,1612020Revenue 2021: $157,102Expenses 2021: $124,234Net Income 2021: $32,8682021Revenue 2022: $159,730Expenses 2022: $130,687Net Income 2022: $29,0432022Revenue 2023: $142,793Expenses 2023: $115,430Net Income 2023: $27,3632023Revenue 2024: $103,002Expenses 2024: $151,674Net Income 2024: -$48,6722024

Highlighted filing

2017

Revenue$83,395
Expenses$67,575
Net Income$15,820
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$83,395
Mission and Program Overview

Mission

The mission of the organization is to bring together into a work and study community those persons who have an active interest in or who are professionally involved in broadening accessibility to and ensuring success in formal postsecondary education.

Program Services

DescriptionGrantsExpenses
ORGANIZATION PLANNED AND CONDUCTED ANNUAL CONFERENCE FOR MEMBERS AS WELL AS PLANNING AND CONDUCTING AN ANNUAL MCNAIR/SSS CONFERENCE FOR STUDENTS ENROLLED IN TRIO STUDENT SUPPORT SERVICES AND RONALD MCNAIR PROGRAMS THROUGHOUT WISCONSIN AND THE UNITED STATES.$2,050$67,132
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY HARRISONPresident-$0--
KAREN SMOLAREKPresident El-$0--
RIVIAN HATTPast Preside-$0--
JUDY YOUNGTreasurer-$0--
SARAH WYNNSecretary-$0--
RICHARD EMERSONDirector-$0--
MELISSA LUEDTKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Association of
EIN
39-1595874
Phone
7153462940
Address
1209 FREMONT STREET RM/STE 204, STEVENS POINT, WI 54481

Signing Officer

Name
Judy Young
Title
Treasurer
Phone
7153462940
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Kerberrose Sc
Address
4949 KIRSCHLING CT STE 3, STEVENS POINT, WI 54481
Preparer
Stacey Donovan CPA
Phone
7153413232
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Conferences and retreats mcnair official travel 1,072 spring meeting 2017 757 spring meeting 2018 472 spring conferencesupplies 456 drive in workshop 550 mcnair speakers 5,534 mcnair supplies 400 mcnair tote bags 3,752 refund fees 2,145 expenses licenses 10 office supplies 33 technology 104 board & committee chairs 497 policy seminar 3,269 president duties 450 insurance & bonding 129 national dues 2,950 board member appreciation 1,576 eoa conference hospitalit 123 waeopp board meetings 96 waeopp recognition 73 wis eli 125 trio achiever 137 total 24,710

Form 990-ez, Part I, Line 20

Prior period checks cashed 0

Form 990-ez, Part III

The mission of the organization is to bring together into a work and study community those persons who have an active interest in or who are professionally involved in broadening accessibility to and ensuring success in formal postsecondary education.

Form 990-ez, Part III, Line 28

Organization planned and conducted annual conference for members as well as planning and conducting an annual mcnair/sss conference for students enrolled in trio student support services and ronald mcnair programs throughout wisconsin and the united states.

Raw XML Appendix128 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JUDY YOUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum07153462940
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01209 FREMONT ST 204
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt01209 FREMONT ST 204
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STEVENS POINT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054481
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074305
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090125
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03987
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015820
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074305
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090125
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02050
IRS990EZ/GrossReceiptsAmt083395
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt054
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074305
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090125
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074305
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090125
IRS990EZ/OccupancyRentUtltsAndMaintAmt039931
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN SMOLAREK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RIVIAN HATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUDY YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH WYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD EMERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MELISSA LUEDTKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024710
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ORGANIZATION IS TO BRING TOGETHER INTO A WORK AND STUDY COMMUNITY THOSE PERSONS WHO HAVE AN ACTIVE INTEREST IN OR WHO ARE PROFESSIONALLY INVOLVED IN BROADENING ACCESSIBILITY TO AND ENSURING SUCCESS IN FORMAL POSTSECONDARY EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt0484
IRS990EZ/ProgramServiceRevenueAmt079354
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION PLANNED AND CONDUCTED ANNUAL CONFERENCE FOR MEMBERS AS WELL AS PLANNING AND CONDUCTING AN ANNUAL MCNAIR/SSS CONFERENCE FOR STUDENTS ENROLLED IN TRIO STUDENT SUPPORT SERVICES AND RONALD MCNAIR PROGRAMS THROUGHOUT WISCONSIN AND THE UNITED STATES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067132
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067575
IRS990EZ/TotalProgramServiceExpensesAmt067132
IRS990EZ/TotalRevenueAmt083395
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WAEOPP.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONFERENCES AND RETREATS MCNAIR OFFICIAL TRAVEL 1,072 SPRING MEETING 2017 757 SPRING MEETING 2018 472 SPRING CONFERENCESUPPLIES 456 DRIVE IN WORKSHOP 550 MCNAIR SPEAKERS 5,534 MCNAIR SUPPLIES 400 MCNAIR TOTE BAGS 3,752 REFUND FEES 2,145 EXPENSES LICENSES 10 OFFICE SUPPLIES 33 TECHNOLOGY 104 BOARD & COMMITTEE CHAIRS 497 POLICY SEMINAR 3,269 PRESIDENT DUTIES 450 INSURANCE & BONDING 129 NATIONAL DUES 2,950 BOARD MEMBER APPRECIATION 1,576 EOA CONFERENCE HOSPITALIT 123 WAEOPP BOARD MEETINGS 96 WAEOPP RECOGNITION 73 WIS ELI 125 TRIO ACHIEVER 137 TOTAL 24,710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD CHECKS CASHED 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MISSION OF THE ORGANIZATION IS TO BRING TOGETHER INTO A WORK AND STUDY COMMUNITY THOSE PERSONS WHO HAVE AN ACTIVE INTEREST IN OR WHO ARE PROFESSIONALLY INVOLVED IN BROADENING ACCESSIBILITY TO AND ENSURING SUCCESS IN FORMAL POSTSECONDARY EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION PLANNED AND CONDUCTED ANNUAL CONFERENCE FOR MEMBERS AS WELL AS PLANNING AND CONDUCTING AN ANNUAL MCNAIR/SSS CONFERENCE FOR STUDENTS ENROLLED IN TRIO STUDENT SUPPORT SERVICES AND RONALD MCNAIR PROGRAMS THROUGHOUT WISCONSIN AND THE UNITED STATES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07153462940
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL OPPORTUNITY PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391595874
ReturnHeader/Filer/PhoneNum07153462940
ReturnHeader/Filer/USAddress/AddressLine1Txt01209 FREMONT STREET RM/STE 204
ReturnHeader/Filer/USAddress/CityNm0STEVENS POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054481
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0898E77E2EFACDA2732F46FA1E04457FF46ACC34A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02FFD3C7AFEFA6BDD2C9637A522CC196C6DBDEB94
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.40.96.79
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:55:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBERROSE SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04949 KIRSCHLING CT STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STEVENS POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054481
ReturnHeader/PreparerPersonGrp/PhoneNum07153413232
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY DONOVAN CPA
ReturnHeader/ReturnTs02018-11-05T10:55:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits