Civic Intelligence

Wisconsin Retired Educators Association Wrea Foundation Inc.

990 • Fiscal year 2020 • EIN 39-1852926

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 08, 2021

Organization Profilewrea.net/page/WREAFoundation
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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.4%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-15%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$520,220

Down $7,122 (-1.4%) from 2019

Net Assets

Down

$520,154

Down $1,791 (-0.3%) from 2019

Liabilities

Down

$66

Down $5,331 (-99%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Down

$30,800

Down $5,586 (-15%) from 2019

Expenses

Down

$53,278

Down $12,704 (-19%) from 2019

Net Income

Up

-$22,478

Up $7,118 (+24%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2020

Assets$520,220
Liabilities$66
Net Assets$520,154
Open 2020 Filing

Operations Trend

Revenue Growth32nd 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

2020

Revenue$30,800
Expenses$53,278
Net Income-$22,478
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 8, 2021
Return Version
2019v5.0
Gross Receipts
$113,672
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$486,833$489,042▲ $2,209
Pledges and Grants Receivable$20,000$15,000▼ $5,000
Savings and Temporary Cash Investments$6,344$8,263▲ $1,919
Land, Buildings, and Equipment, Net$1,410$641▼ $769
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$527,342$520,220▼ $7,122
Other Assets Total$12,755$7,274▼ $5,481
Liabilities
Other Liabilities$2,397--
Accounts Payable and Accrued Expenses$3,000$66▼ $2,934
Total Liabilities$5,397$66▼ $5,331
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$501,945$505,154▲ $3,209
Net Assets With Donor Restrictions$20,000$15,000▼ $5,000
Total Net Assets Fund Balance$521,945$520,154▼ $1,791
Total Liabilities and Net Assets / Fund Balance$527,342$520,220▼ $7,122

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$641$5,046$5,687
Equipment-$1,880$1,880
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
See attached statementDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$24,825
Program Service Revenue
$0
Investment Income
$5,975
Other Revenue
$0
All Other Contributions
$24,825
Change in Net Assets
$-22,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,278
Grants and Similar Amounts Paid$12,000
Total Fundraising Expense$3,378
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,000--$11,000
Information Technology$4,534$504-$5,038
Fees for Service Investment Mgmnt Fees-$4,429-$4,429
Other Expenses$1,353$400$666$2,019
Grants to Domestic Individuals$1,000--$1,000
All Other Expenses$773--$773
Depreciation Depletion$769--$769
Total Functional Expenses$42,964$6,936$3,378$53,278
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization regularly and consistently monitored and enforced the conflict of interest policy annually.”

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
Darlene Wotachek
Title
Treasurer
Signed
2021-02-08
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Porter & Sack CPAs SC
Address
1232 Fourier Dr Ste 100, Madison, WI 53717
Preparer
Mark D KrebsbachCPA
Phone
6082338333
Raw XML Appendix400 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt066
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt024825
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0773
IRS990/AllOtherExpensesGrp/TotalAmt0773
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Diane Wilcenski
IRS990/BooksInCareOfDetail/PhoneNum06088315115
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06405 Century Avenue 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0Middleton
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt024825
IRS990/CYGrantsAndSimilarPaidAmt012000
IRS990/CYInvestmentIncomeAmt05975
IRS990/CYOtherExpensesAmt041278
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-22478
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt053278
IRS990/CYTotalFundraisingExpenseAmt03378
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt030800
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0769
IRS990/DepreciationDepletionGrp/TotalAmt0769
IRS990/Desc0The foundation is formed to provide student scholarships, teacher grants and outreach programs to the community, to support continuing education and life-long learning, and to enhance and foster volunteerism.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt020000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt015000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt042964
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04429
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04429
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0See attached statement
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-5176
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt012000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt077696
IRS990/GrossReceiptsAmt0113672
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0504
IRS990/InformationTechnologyGrp/ProgramServicesAmt04534
IRS990/InformationTechnologyGrp/TotalAmt05038
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt011151
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011151
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0486833
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0489042
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06926
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01410
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0641
IRS990/LandBldgEquipCostOrOtherBssAmt07567
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt082872
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0521945
IRS990/NetAssetsOrFundBalancesEOYAmt0520154
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-5176
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5176
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020687
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0501945
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0505154
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012755
IRS990/OtherAssetsTotalGrp/EOYAmt07274
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Administrative Fees
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Professional Fees
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt02712
IRS990/OtherExpensesGrp/FundraisingAmt1666
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01603
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1400
IRS990/OtherExpensesGrp/ProgramServicesAmt014427
IRS990/OtherExpensesGrp/ProgramServicesAmt15506
IRS990/OtherExpensesGrp/ProgramServicesAmt23602
IRS990/OtherExpensesGrp/ProgramServicesAmt31353
IRS990/OtherExpensesGrp/TotalAmt016030
IRS990/OtherExpensesGrp/TotalAmt18218
IRS990/OtherExpensesGrp/TotalAmt24002
IRS990/OtherExpensesGrp/TotalAmt32019
IRS990/OtherLiabilitiesGrp/BOYAmt02397
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012868
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt017850
IRS990/PYInvestmentIncomeAmt023518
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt048132
IRS990/PYRevenuesLessExpensesAmt0-29596
IRS990/PYTotalExpensesAmt065982
IRS990/PYTotalRevenueAmt036386
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-22478
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt029800
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06344
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt024045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115769
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011151
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012766
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011409
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt057457
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54980
IRS990ScheduleA/PublicSupportPY170Pct00.55840
IRS990ScheduleA/PublicSupportTotal170Amt095234
IRS990ScheduleA/SubstantialContributorsTotAmt020535
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012868
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024045
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115769
IRS990ScheduleA/TotalSupportAmt0173226
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01880
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01880
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0641
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05046
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05687
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0641
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/ExplanationTxt4The organization regularly and consistently monitored and enforced the conflict of interest policy annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Available 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 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 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/InvolvedAmt010962
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt15068
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt24500
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0527342
IRS990/TotalAssetsEOYAmt0520220
IRS990/TotalAssetsGrp/BOYAmt0527342
IRS990/TotalAssetsGrp/EOYAmt0520220
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024825
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03378
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06936
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042964
IRS990/TotalFunctionalExpensesGrp/TotalAmt053278
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05397
IRS990/TotalLiabilitiesEOYAmt066
IRS990/TotalLiabilitiesGrp/BOYAmt05397
IRS990/TotalLiabilitiesGrp/EOYAmt066
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0521945
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0520154
IRS990/TotalProgramServiceExpensesAmt042964
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05975
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030800
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0527342
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0520220
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06405 Century Avenue 201
IRS990/USAddress/CityNm0Middleton
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053562
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0wrea.net/page/WREAFoundation
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Darlene Wotachek
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-08
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/PreparerFirmEIN0391803083
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porter & Sack CPAs SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01232 Fourier Dr Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark D KrebsbachCPA
ReturnHeader/ReturnTs02021-02-08T11:36:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,220
Liabilities
$66
Net assets
$520,154
Revenue
$30,800
Expenses
$53,278
Net income
-$22,478
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
2020Detailed filing. Detailed filing data is available for this year.$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