Civic Intelligence

Wisconsin Retired Educators Association Wrea Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1852926

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 08, 2018

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

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.07x

Higher debt load relative to revenue than 60% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

10th percentile

-27%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$559,105

Up $15,381 (+2.8%) from 2016

Net Assets

Up

$555,514

Up $13,390 (+2.5%) from 2016

Liabilities

Up

$3,591

Up $1,991 (+124%) from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin10th percentile

Revenue

Up

$50,394

Up $22,734 (+82%) from 2016

Expenses

Up

$63,888

Up $9,250 (+17%) from 2016

Net Income

Up

-$13,494

Up $13,484 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$559,105
Liabilities$3,591
Net Assets$555,514
Open 2017 Filing

Operations Trend

Revenue Growth91st 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

2017

Revenue$50,394
Expenses$63,888
Net Income-$13,494
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 8, 2018
Return Version
2016v3.0
Gross Receipts
$186,158
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$463,740$506,248▲ $42,508
Pledges and Grants Receivable$49,073$37,037▼ $12,036
Savings and Temporary Cash Investments$24,645$12,078▼ $12,567
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$543,724$559,105▲ $15,381
Other Assets Total$6,266$3,742▼ $2,524
Liabilities
Accounts Payable and Accrued Expenses-$2,285-
Other Liabilities$1,600$1,306▼ $294
Total Liabilities$1,600$3,591▲ $1,991
Net Assets / Fund Balance
Unrestricted Net Assets$507,124$525,514▲ $18,390
Temporarily Rstr Net Assets$35,000$30,000▼ $5,000
Total Net Assets Fund Balance$542,124$555,514▲ $13,390
Total Liabilities and Net Assets / Fund Balance$543,724$559,105▲ $15,381

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
$30,021
Program Service Revenue
$0
Investment Income
$20,373
Other Revenue
$0
All Other Contributions
$30,021
Change in Net Assets
$-13,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,938
Grants and Similar Amounts Paid$18,950
Total Fundraising Expense$3,578
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,950--$16,950
Fees for Service Investment Mgmnt Fees-$4,293-$4,293
Other Expenses$2,248$594$2,687$2,248
Grants to Domestic Individuals$2,000--$2,000
Office Expenses$1,331-$656$1,987
All Other Expenses$1,172-$235$1,407
Conferences and Meetings$412--$412
Total Functional Expenses$53,372$6,938$3,578$63,888
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$1,306
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
2018-02-08
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Wi
Voting Board Members
7
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 KrebsbachCPA
Phone
6082338333
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt05259
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01306
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to WREA
IRS990ScheduleD/TotalLiabilityAmt01306
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
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396081788
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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/InvolvedAmt011208
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt19303
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt27000
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
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt030000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0543724
IRS990/TotalAssetsEOYAmt0559105
IRS990/TotalAssetsGrp/BOYAmt0543724
IRS990/TotalAssetsGrp/EOYAmt0559105
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030021
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03578
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06938
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053372
IRS990/TotalFunctionalExpensesGrp/TotalAmt063888
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01600
IRS990/TotalLiabilitiesEOYAmt03591
IRS990/TotalLiabilitiesGrp/BOYAmt01600
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0559105
IRS990/TransactionWithControlEntInd0true
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0507124
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0525514
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.wrea.net/foundation
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas E Chickering
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-08
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$559,105
Liabilities
$3,591
Net assets
$555,514
Revenue
$50,394
Expenses
$63,888
Net income
-$13,494
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
2017Detailed filing. Detailed filing data is available for this year.$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