Civic Intelligence

Wisconsin Council on Economic Education Inc

EIN 39-6076951 • 501(c)3 • Mequon, WI

Profile

To enhance the quality and quantity of economics education in wisconsin

12800 North Lake Shore Drive Rp122Mequon, WI 53097-2418

www.ewwcee.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.07x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-25%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-9.4%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-16%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$255,850

Down $26,443 (-9.4%) from 2023

Liabilities

Up

$18,117

Up $13,317 (+277%) from 2023

Net Assets

Down

$237,733

Down $39,760 (-14%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin21st percentile

Revenue

Down

$224,428

Down $42,771 (-16%) from 2023

Expenses

Down

$280,524

Down $30,564 (-9.8%) from 2023

Net Income

Down

-$56,096

Down $12,207 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $400,369Liabilities 2011: $147,188Net Assets 2011: $253,1812011Assets 2012: $332,526Liabilities 2012: $154,210Net Assets 2012: $178,3162012Assets 2013: $284,188Liabilities 2013: $136,687Net Assets 2013: $147,5012013Assets 2014: $261,018Liabilities 2014: $115,340Net Assets 2014: $145,6782014Assets 2015: $245,416Liabilities 2015: $106,214Net Assets 2015: $139,2022015Assets 2016: $260,627Liabilities 2016: $30,099Net Assets 2016: $230,5282016Assets 2017: $338,613Liabilities 2017: $127,855Net Assets 2017: $210,7582017Assets 2018: $289,246Liabilities 2018: $57,725Net Assets 2018: $231,5212018Assets 2019: $206,998Liabilities 2019: $4,288Net Assets 2019: $202,7102019Assets 2020: $183,859Liabilities 2020: $526Net Assets 2020: $183,3332020Assets 2021: $302,327Liabilities 2021: $145,797Net Assets 2021: $156,5302021Assets 2022: $295,321Liabilities 2022: $0Net Assets 2022: $295,3212022Assets 2023: $282,293Liabilities 2023: $4,800Net Assets 2023: $277,4932023Assets 2024: $255,850Liabilities 2024: $18,117Net Assets 2024: $237,7332024

Highlighted filing

2024

Assets$255,850
Liabilities$18,117
Net Assets$237,733
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $497,5482011Expenses 2012: $551,7622012Revenue 2013: $509,869Expenses 2013: $554,888Net Income 2013: -$45,0192013Revenue 2014: $491,328Expenses 2014: $504,416Net Income 2014: -$13,0882014Revenue 2015: $559,234Expenses 2015: $533,749Net Income 2015: $25,4852015Revenue 2016: $557,620Expenses 2016: $457,693Net Income 2016: $99,9272016Revenue 2017: $352,286Expenses 2017: $380,440Net Income 2017: -$28,1542017Revenue 2018: $336,771Expenses 2018: $319,488Net Income 2018: $17,2832018Revenue 2019: $251,450Expenses 2019: $274,649Net Income 2019: -$23,1992019Revenue 2020: $226,470Expenses 2020: $230,945Net Income 2020: -$4,4752020Revenue 2021: $205,746Expenses 2021: $271,130Net Income 2021: -$65,3842021Revenue 2022: $301,793Expenses 2022: $269,742Net Income 2022: $32,0512022Revenue 2023: $267,199Expenses 2023: $311,088Net Income 2023: -$43,8892023Revenue 2024: $224,428Expenses 2024: $280,524Net Income 2024: -$56,0962024

Highlighted filing

2024

Revenue$224,428
Expenses$280,524
Net Income-$56,096
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$255,850
Liabilities
$18,117
Net assets
$237,733
Revenue
$224,428
Expenses
$280,524
Net income
-$56,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.18$2.38$2.24$2.81$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.05$2.77$2.67$3.11$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.00$2.95$3.02$2.70$0.32
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.02$1.46$1.57$2.06$2.71$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.01$1.83$2.26$2.31$0.04
2019Summary only. Only limited summary data is available for this year.$2.07$0.04$2.03$2.51$2.75$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.58$2.32$3.37$3.19$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$1.28$2.11$3.52$3.80$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.30$2.31$5.58$4.58$1.00
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.45$1.06$1.39$5.59$5.34$0.25
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$1.15$1.46$4.91$5.04$0.13
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.84$1.37$1.48$5.10$5.55$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$1.54$1.78$5.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$1.47$2.53$4.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$224,428
Mission and Program Overview

Mission

To enhance the quality and quantity of economics education in wisconsin

To enhance the quality and quantity of economics education in wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$173,926$203,254▲ $29,328
Cash and Non-Interest-Bearing Accounts$57,647$48,412▼ $9,235
Prepaid Expenses and Deferred Charges$2,103--
Savings and Temporary Cash Investments$45,617$1,184▼ $44,433
Total Assets$282,293$255,850▼ $26,443
Other Assets Total$3,000$3,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,800$18,117▲ $13,317
Total Liabilities$4,800$18,117▲ $13,317
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$277,493$237,733▼ $39,760
Total Net Assets Fund Balance$277,493$237,733▼ $39,760
Total Liabilities and Net Assets / Fund Balance$282,293$255,850▼ $26,443
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Clifford HenricksonChair
David MitchellVice Chair
Ariam KeseteDirector
Charles R RevieDirector
Eric GoldschmidtDirector
James H HunterDirector
James R NelsenDirector
Jim JohnsonDirector
Kristen McdanielDirector
Rodney LynkDirector
Thomas MyersDirector
Willie Johnson JrDirector
Julie GlaunertExecutive Di
Sue NelsonSecretary
Richard S HensleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$187,431
Program Service Revenue
$23,438
Investment Income
$13,559
Other Revenue
$0
All Other Contributions
$187,431
Change in Net Assets
$-56,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,989
Salaries, Compensation, and Employee Benefits$139,535
Total Fundraising Expense$22,268
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,028$46,507-$139,535
Occupancy-$12,000-$12,000
Office Expenses$2,468$149$2,468$5,085
Travel$3,670--$3,670
Fees for Services Accounting-$3,500-$3,500
Other Expenses$9,168$3,025$19,800$3,025
All Other Expenses-$2,745-$2,745
Insurance-$2,063-$2,063
Total Functional Expenses$187,903$70,353$22,268$280,524
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is prepared by a cpa firm, and reviewed by the organization's executive director and the chairperson of the financial and legal committee before signature of the form 990.”

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

“Conflict of interest policy is reviewed once a year at the full board of directors meeting.”

Form 990, Page 6, Part VI, Line 15A

“Board of directors reviews compensation based on its general knowledge of wages for comparable positions, while factoring in the current economic conditions.”

Form 990, Page 6, Part VI, Line 15B

“Executive director is the sole employee.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are available at the organization's milwaukee offices upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Council on Economic
EIN
39-6076951
Phone
4142219400
Address
12800 NORTH LAKE SHORE DRIVE RP122, MEQUON, WI 53097-2418

Signing Officer

Name
Julie Glaunert
Title
Executive Director
Phone
4142219400
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Glaunert
Formed
1963
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
1

Preparer

Firm
Jankins Jablonski LLC
Address
6220A S 108TH ST, HALES CORNERS, WI 53130-2527
Preparer
Joseph J Jablonski CPA
Phone
4148582282
Supplemental Narrative

Additional Explanations

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

“The mission is to create a more just, fair, and inclusive future for students in the state of wisconsin through the teaching of economics and financial literacy via curricular resources, classroom materials, workshops, conferences, and seminars. These resources enable teachers to provide turnkey classroom practices and activities which teach economics, the free market, and free enterprise system to students at the elementary and secondary school levels. Each school year the teachings are highlighted by "the stock market game- and "econchallenge". By means of these experiences,our young people will enrich their own lives and the wisconsin communities they call home. Last school year, wcee reached nearly 250,000 students through engaging competitions and 250 professional training offerings for educational professionals. Nearly 7,400 students participated in our competitions learning about markets, the economy and foundational concepts in economics and personal financial literacy.”

Raw XML AppendixShowing 400 of 404 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION IS TO CREATE A MORE JUST, FAIR, AND INCLUSIVE FUTURE FOR STUDENTS IN THE STATE OF WISCONSIN THROUGH THE TEACHING OF ECONOMICS AND FINANCIAL LITERACY VIA CURRICULAR RESOURCES, CLASSROOM MATERIALS, WORKSHOPS, CONFERENCES, AND SEMINARS. THESE RESOURCES ENABLE TEACHERS TO PROVIDE TURNKEY CLASSROOM PRACTICES AND ACTIVITIES WHICH TEACH ECONOMICS, THE FREE MARKET, AND FREE ENTERPRISE SYSTEM TO STUDENTS AT THE ELEMENTARY AND SECONDARY SCHOOL LEVELS. EACH SCHOOL YEAR THE TEACHINGS ARE HIGHLIGHTED BY "THE STOCK MARKET GAME- AND "ECONCHALLENGE". BY MEANS OF THESE EXPERIENCES,OUR YOUNG PEOPLE WILL ENRICH THEIR OWN LIVES AND THE WISCONSIN COMMUNITIES THEY CALL HOME. LAST SCHOOL YEAR, WCEE REACHED NEARLY 250,000 STUDENTS THROUGH ENGAGING COMPETITIONS AND 250 PROFESSIONAL TRAINING OFFERINGS FOR EDUCATIONAL PROFESSIONALS. NEARLY 7,400 STUDENTS PARTICIPATED IN OUR COMPETITIONS LEARNING ABOUT MARKETS, THE ECONOMY AND FOUNDATIONAL CONCEPTS IN ECONOMICS AND PERSONAL FINANCIAL LITERACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY A CPA FIRM, AND REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE CHAIRPERSON OF THE FINANCIAL AND LEGAL COMMITTEE BEFORE SIGNATURE OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS REVIEWED ONCE A YEAR AT THE FULL BOARD OF DIRECTORS MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS REVIEWS COMPENSATION BASED ON ITS GENERAL KNOWLEDGE OF WAGES FOR COMPARABLE POSITIONS, WHILE FACTORING IN THE CURRENT ECONOMIC CONDITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE DIRECTOR IS THE SOLE EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S MILWAUKEE OFFICES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/CityNm0MEQUON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0530972418
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE GLAUNERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04142219400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN COUNCIL ON ECONOMIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
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ReturnHeader/Filer/PhoneNum04142219400
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464382120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANKINS JABLONSKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06220A S 108TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HALES CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531302527
ReturnHeader/PreparerPersonGrp/PhoneNum04148582282
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J JABLONSKI CPA
ReturnHeader/ReturnTs02025-11-17T16:30:31-05:00

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