Civic Intelligence

Wisconsin Retired Educators Association Wrea Foundation Inc.

990 • Fiscal year 2025 • EIN 39-1852926

Oct 01, 2024 to Sep 30, 2025 • Filed on Jan 30, 2026

Organization ProfileWREA.NET/PAGE/WREAFOUNDATION
6405 Century Avenue 201Middleton, WI 53562

(608) 831-5115

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.17x

Higher debt load relative to revenue than 77% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

7th percentile

-40%

Higher net margin than 7% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$534,228

Down $346 (-0.1%) from 2024

Net Assets

Down

$527,991

Down $4,691 (-0.9%) from 2024

Liabilities

Up

$6,237

Up $4,345 (+230%) from 2024

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin7th percentile

Revenue

Down

$36,298

Down $35,911 (-50%) from 2024

Expenses

Down

$50,748

Down $7,446 (-13%) from 2024

Net Income

Down

-$14,450

Down $28,465 (-203%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2025

Assets$534,228
Liabilities$6,237
Net Assets$527,991
Open 2025 Filing

Operations Trend

Revenue Growth5th 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

2025

Revenue$36,298
Expenses$50,748
Net Income-$14,450
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 30, 2026
Return Version
2024v5.0
Gross Receipts
$81,306
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$487,033$504,467▲ $17,434
Pledges and Grants Receivable$30,000$25,000▼ $5,000
Savings and Temporary Cash Investments$17,541$4,736▼ $12,805
Total Assets$534,574$534,228▼ $346
Other Assets Total-$25-
Liabilities
Other Liabilities$1,805$6,150▲ $4,345
Accounts Payable and Accrued Expenses$87$87→ $0
Total Liabilities$1,892$6,237▲ $4,345
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$502,682$502,991▲ $309
Net Assets With Donor Restrictions$30,000$25,000▼ $5,000
Total Net Assets Fund Balance$532,682$527,991▼ $4,691
Total Liabilities and Net Assets / Fund Balance$534,574$534,228▼ $346

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$7,567$7,567
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Diane WilcenskiExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$11,741
Program Service Revenue
$0
Investment Income
$24,557
Other Revenue
$0
All Other Contributions
$11,741
Change in Net Assets
$-14,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,563
Grants and Similar Amounts Paid$12,185
Total Fundraising Expense$2,792
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,750--$8,750
Office Expenses$5,990-$2,701$8,691
Fees for Service Investment Mgmnt Fees-$4,943-$4,943
Grants to Domestic Individuals$3,435--$3,435
Information Technology$583$65-$648
Other Expenses$518$687-$518
Travel$186-$91$277
Conferences and Meetings$156--$156
Total Functional Expenses$40,615$7,341$2,792$50,748
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Wrea$6,150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 6

“Management of the affairs of the foundation is vested in a board of trustees.”

Form 990, Page 6, Part VI, Line 7A

“The board of trustees is comprised of the individuals who are members of w rea and one individual of wrea board of directors to serve as the foundati on liaison.”

Form 990, Page 6, Part VI, Line 7B

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

Form 990, Page 6, Part VI, Line 11B

“The form 990 is presented to the board of trustees and signed by the treasurer.”

Form 990, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
WISCONSIN RETIRED EDUCATORS'
EIN
39-1852926
Phone
6088315115
Address
6405 CENTURY AVENUE 201, MIDDLETON, WI 53562

Signing Officer

Name
Diane Wilcenski
Title
Executive Director
Phone
6088315115
Signed
2026-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Wilcenski
Formed
1996
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Lucida Advisors LLC
Address
1232 FOURIER DRIVE SUITE 100, MADISON, WI 53717
Preparer
Mark D Krebsbach CPA
Phone
6082338333
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“The 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.”

Raw XML Appendix351 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt087
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt087
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/AllOtherContributionsAmt011741
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WISCONSIN RETIRED EDUCATORS
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0ASSOCIATION FOUNDATION INC
IRS990/BooksInCareOfDetail/PhoneNum06088315115
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06405 CENTURY AVE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDDLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0156
IRS990/ConferencesMeetingsGrp/TotalAmt0156
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011741
IRS990/CYGrantsAndSimilarPaidAmt012185
IRS990/CYInvestmentIncomeAmt024557
IRS990/CYOtherExpensesAmt038563
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-14450
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt050748
IRS990/CYTotalFundraisingExpenseAmt02792
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt036298
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
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/BOYAmt030000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt025000
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt040615
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04943
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04943
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANE WILCENSKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt06977
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt012185
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03435
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03435
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08750
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08750
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt051985
IRS990/GrossReceiptsAmt081306
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt065
IRS990/InformationTechnologyGrp/ProgramServicesAmt0583
IRS990/InformationTechnologyGrp/TotalAmt0648
IRS990/InvestmentIncomeGrp/ExclusionAmt017580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017580
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0487033
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0504467
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07567
IRS990/LandBldgEquipCostOrOtherBssAmt07567
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt045008
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/NetAssetsOrFundBalancesBOYAmt0532682
IRS990/NetAssetsOrFundBalancesEOYAmt0527991
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06977
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06977
IRS990/NetUnrlzdGainsLossesInvstAmt09759
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0502682
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0502991
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt02701
IRS990/OfficeExpensesGrp/ProgramServicesAmt05990
IRS990/OfficeExpensesGrp/TotalAmt08691
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt025
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01646
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1687
IRS990/OtherExpensesGrp/ProgramServicesAmt014814
IRS990/OtherExpensesGrp/ProgramServicesAmt16183
IRS990/OtherExpensesGrp/ProgramServicesAmt2518
IRS990/OtherExpensesGrp/TotalAmt016460
IRS990/OtherExpensesGrp/TotalAmt16870
IRS990/OtherExpensesGrp/TotalAmt2518
IRS990/OtherLiabilitiesGrp/BOYAmt01805
IRS990/OtherLiabilitiesGrp/EOYAmt06150
IRS990/PartialLiquidationInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DIANE WILCENSKI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/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/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016626
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt016722
IRS990/PYInvestmentIncomeAmt055583
IRS990/PYOtherExpensesAmt041472
IRS990/PYRevenuesLessExpensesAmt014015
IRS990/PYTotalExpensesAmt058194
IRS990/PYTotalRevenueAmt072209
IRS990/ReconcilationRevenueExpnssAmt0-14450
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt011741
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017541
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04736
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt051300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017580
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017650
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09228
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067082
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43330
IRS990ScheduleA/PublicSupportPY170Pct00.39510
IRS990ScheduleA/PublicSupportTotal170Amt051300
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08601
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08828
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt051300
IRS990ScheduleA/TotalSupportAmt0118382
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07567
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07567
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO WREA
IRS990ScheduleD/TotalLiabilityAmt06150
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT OF THE AFFAIRS OF THE FOUNDATION IS VESTED IN A BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES IS COMPRISED OF THE INDIVIDUALS WHO ARE MEMBERS OF W REA AND ONE INDIVIDUAL OF WREA BOARD OF DIRECTORS TO SERVE AS THE FOUNDATI ON LIAISON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ELECTS NEW TRUSTEES VIA A MAJORITY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES AND SIGNED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED THE CON FLICT OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN RETIRED EDUCATORS ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396081788
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MEMBER SER
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/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt015224
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11884
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt27500
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WISCONSIN RETIRED EDUCATORS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WISCONSIN RETIRED EDUCATORS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WISCONSIN RETIRED EDUCATORS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt1ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt2ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
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/TotalAssetsBOYAmt0534574
IRS990/TotalAssetsEOYAmt0534228
IRS990/TotalAssetsGrp/BOYAmt0534574
IRS990/TotalAssetsGrp/EOYAmt0534228
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011741
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02792
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07341
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040615
IRS990/TotalFunctionalExpensesGrp/TotalAmt050748
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01892
IRS990/TotalLiabilitiesEOYAmt06237
IRS990/TotalLiabilitiesGrp/BOYAmt01892
IRS990/TotalLiabilitiesGrp/EOYAmt06237
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0532682
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0527991
IRS990/TotalProgramServiceExpensesAmt040615
IRS990/TotalRevenueGrp/ExclusionAmt024557
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036298
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0534574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0534228
IRS990/TransactionWithControlEntInd0true
IRS990/TravelGrp/FundraisingAmt091
IRS990/TravelGrp/ProgramServicesAmt0186
IRS990/TravelGrp/TotalAmt0277
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06405 CENTURY AVE 201
IRS990/USAddress/CityNm0MIDDLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053562
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WREA.NET/PAGE/WREAFOUNDATION
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE WILCENSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06088315115
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN RETIRED EDUCATORS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391852926
ReturnHeader/Filer/PhoneNum06088315115
ReturnHeader/Filer/USAddress/AddressLine1Txt06405 CENTURY AVENUE 201
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01232 FOURIER DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06082338333
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK D KREBSBACH CPA
ReturnHeader/ReturnTs02026-02-10T10:43:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$534,228
Liabilities
$6,237
Net assets
$527,991
Revenue
$36,298
Expenses
$50,748
Net income
-$14,450
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • $500k-$1M nonprofits