Civic Intelligence

Wisconsin Retired Educators Association Wrea Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1852926

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 11, 2019

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

50th percentile

3.4%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$556,495

Down $2,610 (-0.5%) from 2017

Net Assets

Down

$554,617

Down $897 (-0.2%) from 2017

Liabilities

Down

$1,878

Down $1,713 (-48%) from 2017

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin50th percentile

Revenue

Up

$66,911

Up $16,517 (+33%) from 2017

Expenses

Up

$64,615

Up $727 (+1.1%) from 2017

Net Income

Up

$2,296

Up $15,790 (+117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2018

Assets$556,495
Liabilities$1,878
Net Assets$554,617
Open 2018 Filing

Operations Trend

Revenue Growth80th 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

2018

Revenue$66,911
Expenses$64,615
Net Income$2,296
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 11, 2019
Return Version
2017v2.2
Gross Receipts
$517,586
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$506,248$500,864▼ $5,384
Pledges and Grants Receivable$37,037$25,000▼ $12,037
Savings and Temporary Cash Investments$12,078$8,833▼ $3,245
Land, Buildings, and Equipment, Net-$2,179-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$559,105$556,495▼ $2,610
Other Assets Total$3,742$19,619▲ $15,877
Liabilities
Other Liabilities$1,306$1,785▲ $479
Accounts Payable and Accrued Expenses$2,285$93▼ $2,192
Total Liabilities$3,591$1,878▼ $1,713
Net Assets / Fund Balance
Unrestricted Net Assets$525,514$529,617▲ $4,103
Temporarily Rstr Net Assets$30,000$25,000▼ $5,000
Total Net Assets Fund Balance$555,514$554,617▼ $897
Total Liabilities and Net Assets / Fund Balance$559,105$556,495▼ $2,610

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,179$3,508$5,687
Equipment-$1,880$1,880
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
See attached statementDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$24,010
Program Service Revenue
$0
Investment Income
$42,901
Other Revenue
$0
All Other Contributions
$24,010
Change in Net Assets
$2,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,265
Grants and Similar Amounts Paid$14,350
Total Fundraising Expense$4,074
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,350--$13,350
Information Technology$5,180$576-$5,756
Fees for Service Investment Mgmnt Fees-$4,657-$4,657
All Other Expenses$2,337--$2,337
Other Expenses$1,346$402$663$2,009
Grants to Domestic Individuals$1,000--$1,000
Travel$218-$108$326
Conferences and Meetings$166--$166
Depreciation Depletion$129--$129
Office Expenses$60-$27$87
Total Functional Expenses$52,821$7,720$4,074$64,615
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$1,785
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
2019-02-11
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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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01880
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02179
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03508
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05687
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01785
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to WREA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02179
IRS990ScheduleD/TotalLiabilityAmt01785
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/InvolvedAmt011208
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt19640
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt26750
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/BOYAmt030000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt025000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0559105
IRS990/TotalAssetsEOYAmt0556495
IRS990/TotalAssetsGrp/BOYAmt0559105
IRS990/TotalAssetsGrp/EOYAmt0556495
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024010
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04074
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07720
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052821
IRS990/TotalFunctionalExpensesGrp/TotalAmt064615
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03591
IRS990/TotalLiabilitiesEOYAmt01878
IRS990/TotalLiabilitiesGrp/BOYAmt03591
IRS990/TotalLiabilitiesGrp/EOYAmt01878
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0555514
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0554617
IRS990/TotalProgramServiceExpensesAmt052821
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042901
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066911
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0559105
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556495
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/FundraisingAmt0108
IRS990/TravelGrp/ProgramServicesAmt0218
IRS990/TravelGrp/TotalAmt0326
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0525514
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0529617
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.wrea.net/foundation
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Douglas E Chickering
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-11
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/PreparerFirmEIN0391803083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porter & Sack CPAs SC

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,495
Liabilities
$1,878
Net assets
$554,617
Revenue
$66,911
Expenses
$64,615
Net income
$2,296
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
2018Detailed filing. Detailed filing data is available for this year.$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