Civic Intelligence

Wisconsin Retired Educators Association Wrea Foundation Inc.

990 • Fiscal year 2015 • EIN 39-1852926

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 03, 2016

Organization Profilewww.wrea.net/foundation
6405 Century AvenueMiddleton, WI 53562

(608) 831-5115

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.11x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

14th percentile

-19%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

22nd percentile

-6.3%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$538,521

Down $36,480 (-6.3%) from 2014

Net Assets

Down

$531,881

Down $25,700 (-4.6%) from 2014

Liabilities

Down

$6,640

Down $10,780 (-62%) from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin14th percentile

Revenue

Down

$61,319

Down $34,848 (-36%) from 2014

Expenses

Up

$72,883

Up $1,736 (+2.4%) from 2014

Net Income

Down

-$11,564

Down $36,584 (-146%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$600K$400K$200K$0Assets 2011: $506,470Liabilities 2011: $42,888Net Assets 2011: $463,5822011Assets 2012: $455,791Liabilities 2012: $14,803Net Assets 2012: $440,9882012Assets 2013: $550,958Liabilities 2013: $18,397Net Assets 2013: $532,5612013Assets 2014: $575,001Liabilities 2014: $17,420Net Assets 2014: $557,5812014Assets 2015: $538,521Liabilities 2015: $6,640Net Assets 2015: $531,8812015Assets 2016: $543,724Liabilities 2016: $1,600Net Assets 2016: $542,1242016Assets 2017: $559,105Liabilities 2017: $3,591Net Assets 2017: $555,5142017Assets 2018: $556,495Liabilities 2018: $1,878Net Assets 2018: $554,6172018Assets 2019: $527,342Liabilities 2019: $5,397Net Assets 2019: $521,9452019Assets 2020: $520,220Liabilities 2020: $66Net Assets 2020: $520,1542020Assets 2021: $570,265Liabilities 2021: $1,152Net Assets 2021: $569,1132021Assets 2022: $481,953Liabilities 2022: $1,565Net Assets 2022: $480,3882022Assets 2023: $487,591Liabilities 2023: $2,575Net Assets 2023: $485,0162023Assets 2024: $534,574Liabilities 2024: $1,892Net Assets 2024: $532,6822024Assets 2025: $534,228Liabilities 2025: $6,237Net Assets 2025: $527,9912025

Highlighted filing

2015

Assets$538,521
Liabilities$6,640
Net Assets$531,881
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $85,108Expenses 2011: $63,674Net Income 2011: $21,4342011Expenses 2012: $61,1672012Revenue 2013: $144,197Expenses 2013: $52,624Net Income 2013: $91,5732013Revenue 2014: $96,167Expenses 2014: $71,147Net Income 2014: $25,0202014Revenue 2015: $61,319Expenses 2015: $72,883Net Income 2015: -$11,5642015Revenue 2016: $27,660Expenses 2016: $54,638Net Income 2016: -$26,9782016Revenue 2017: $50,394Expenses 2017: $63,888Net Income 2017: -$13,4942017Revenue 2018: $66,911Expenses 2018: $64,615Net Income 2018: $2,2962018Revenue 2019: $36,386Expenses 2019: $65,982Net Income 2019: -$29,5962019Revenue 2020: $30,800Expenses 2020: $53,278Net Income 2020: -$22,4782020Revenue 2021: $33,159Expenses 2021: $32,809Net Income 2021: $3502021Revenue 2022: $74,860Expenses 2022: $38,607Net Income 2022: $36,2532022Revenue 2023: $6,047Expenses 2023: $45,663Net Income 2023: -$39,6162023Revenue 2024: $72,209Expenses 2024: $58,194Net Income 2024: $14,0152024Revenue 2025: $36,298Expenses 2025: $50,748Net Income 2025: -$14,4502025

Highlighted filing

2015

Revenue$61,319
Expenses$72,883
Net Income-$11,564
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$221,733
Mission and Program Overview

Mission

Provide support for the purposes of public education by using methods such as: student scholarships, teacher grants and outreach programs to the community, continuing education and life-long learning, and to enhance and foster volunteerism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$427,003-
Pledges and Grants Receivable$78,147$61,111▼ $17,036
Savings and Temporary Cash Investments$495,086$44,741▼ $450,345
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$575,001$538,521▼ $36,480
Other Assets Total$1,768$5,666▲ $3,898
Liabilities
Accounts Payable and Accrued Expenses$6,072$3,477▼ $2,595
Other Liabilities$11,348$3,163▼ $8,185
Total Liabilities$17,420$6,640▼ $10,780
Net Assets / Fund Balance
Unrestricted Net Assets$507,581$491,881▼ $15,700
Temporarily Rstr Net Assets$50,000$40,000▼ $10,000
Total Net Assets Fund Balance$557,581$531,881▼ $25,700
Total Liabilities and Net Assets / Fund Balance$575,001$538,521▼ $36,480

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$5,259$5,259
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
See attached statementDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$55,038
Program Service Revenue
$0
Investment Income
$6,281
Other Revenue
$0
All Other Contributions
$55,038
Change in Net Assets
$-11,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,383
Grants and Similar Amounts Paid$17,500
Total Fundraising Expense$8,829
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,500--$15,500
Other Expenses$3,037$600$1,496$4,533
All Other Expenses$4,073-$402$4,475
Conferences and Meetings$3,446--$3,446
Fees for Service Investment Mgmnt Fees-$3,300-$3,300
Grants to Domestic Individuals$2,000--$2,000
Office Expenses$926-$456$1,382
Total Functional Expenses$57,577$6,477$8,829$72,883
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to WREA$3,163
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 6: Explanation of Classes of Members or Shareholder

“Management of the affairs of the Foundation is vested in a Board of Trustees.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The Board of Trustees is comprised of the individuals who are members of WREA and one individual of WREA Board of Directors to serve as the Foundation Liaison.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The Board of Trustees elects new trustees via a majority vote.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is presented to the Board of Trustees and signed by the Treasurer.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Retired Educators Association
EIN
39-1852926
Phone
6088315115
Address
6405 Century Avenue, Middleton, WI 53562

Signing Officer

Name
Douglas E Chickering
Title
Treasurer
Signed
2016-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Bennett
Formed
1996
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Porter & Sack CPAs SC
Address
6515 Watts Road Suite 200, Madison, WI 53719-2726
Preparer
Mark D Krebsbach
Phone
6082338333
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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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05259
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03163
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to WREA
IRS990ScheduleD/TotalLiabilityAmt03163
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Management of the affairs of the Foundation is vested in a Board of Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Trustees is comprised of the individuals who are members of WREA and one individual of WREA Board of Directors to serve as the Foundation Liaison.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Trustees elects new trustees via a majority vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is presented to the Board of Trustees and signed by the Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Wisconsin Retired Educators Assoc Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396081788
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (c) (4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Member services/programs in support of WI public education.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06405 Century Avenue 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Middleton
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0535622858
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt011028
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt116774
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt23947
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Wisconsin Retired Educators Assoc Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Wisconsin Retired Educators Assoc Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Wisconsin Retired Educators Assoc Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1o
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt050000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt040000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0575001
IRS990/TotalAssetsEOYAmt0538521
IRS990/TotalAssetsGrp/BOYAmt0575001
IRS990/TotalAssetsGrp/EOYAmt0538521
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt055038
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08829
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06477
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057577
IRS990/TotalFunctionalExpensesGrp/TotalAmt072883
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017420
IRS990/TotalLiabilitiesEOYAmt06640
IRS990/TotalLiabilitiesGrp/BOYAmt017420
IRS990/TotalLiabilitiesGrp/EOYAmt06640
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0557581
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0531881
IRS990/TotalProgramServiceExpensesAmt057577
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08591
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-2310
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061319
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0575001
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0538521
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0507581
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0491881
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.wrea.net/foundation
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas E Chickering
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wisconsin Retired Educators Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391852926
ReturnHeader/Filer/PhoneNum06088315115
ReturnHeader/Filer/USAddress/AddressLine1Txt06405 Century Avenue
ReturnHeader/Filer/USAddress/CityNm0Middleton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porter & Sack CPAs SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06515 Watts Road Suite 200

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,521
Liabilities
$6,640
Net assets
$531,881
Revenue
$61,319
Expenses
$72,883
Net income
-$11,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.34$0.06$5.28$0.36$0.51$0.14
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.02$5.33$0.72$0.58$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.03$4.85$0.06$0.46$0.40
2022Detailed filing. Detailed filing data is available for this year.$4.82$0.02$4.80$0.75$0.39$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$0.01$5.69$0.33$0.33$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.31$0.53$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.05$5.22$0.36$0.66$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.02$5.55$0.67$0.65$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.04$5.56$0.50$0.64$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.02$5.42$0.28$0.55$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.39$0.07$5.32$0.61$0.73$0.12
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.75$0.17$5.58$0.96$0.71$0.25
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.51$0.18$5.33$1.44$0.53$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.15$4.41$0.61
2011Summary only. Only limited summary data is available for this year.$5.06$0.43$4.64$0.85$0.64$0.21