Civic Intelligence

Wisconsin Association Of

EIN 39-6080572 • 501(c)6 • Monroe, WI

Profile

To protect the rights of our members to practice; to privde high quality education; and to promote the highest standards of ehtical conduct among our members.

1124 17th AveMonroe, WI 53566

waainc.org

Siviq Scores

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

Liabilities / Assets

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.07x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$56,100

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 29.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

37th percentile

-9.8%

Faster asset growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

-3.7%

Faster revenue growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$269,105

Down $29,250 (-9.8%) from 2024

Liabilities

Down

$14,043

Down $2,249 (-14%) from 2024

Net Assets

Down

$255,062

Down $27,001 (-9.6%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin27th percentile

Revenue

Down

$187,915

Down $7,255 (-3.7%) from 2024

Expenses

Up

$214,916

Up $17,645 (+8.9%) from 2024

Net Income

Down

-$27,001

Down $24,900 (-1185%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2012: $189,109Liabilities 2012: $45,036Net Assets 2012: $144,0732012Assets 2013: $171,337Liabilities 2013: $53,797Net Assets 2013: $117,5402013Assets 2014: $159,790Liabilities 2014: $43,490Net Assets 2014: $116,3002014Assets 2015: $148,186Liabilities 2015: $36,968Net Assets 2015: $111,2182015Assets 2016: $143,254Liabilities 2016: $42,635Net Assets 2016: $100,6192016Assets 2017: $128,842Liabilities 2017: $39,375Net Assets 2017: $89,4672017Assets 2018: $168,218Liabilities 2018: $53,442Net Assets 2018: $114,7762018Assets 2019: $227,351Liabilities 2019: $32,372Net Assets 2019: $194,9792019Assets 2020: $273,007Liabilities 2020: $19,462Net Assets 2020: $253,5452020Assets 2021: $319,889Liabilities 2021: $22,803Net Assets 2021: $297,0862021Assets 2022: $312,801Liabilities 2022: $22,782Net Assets 2022: $290,0192022Assets 2023: $305,192Liabilities 2023: $21,028Net Assets 2023: $284,1642023Assets 2024: $298,355Liabilities 2024: $16,292Net Assets 2024: $282,0632024Assets 2025: $269,105Liabilities 2025: $14,043Net Assets 2025: $255,0622025

Highlighted filing

2025

Assets$269,105
Liabilities$14,043
Net Assets$255,062
Open 2025 Filing

Operations Trend

Revenue Growth44th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $223,378Expenses 2012: $246,641Net Income 2012: -$23,2632012Revenue 2013: $231,639Expenses 2013: $257,993Net Income 2013: -$26,3542013Revenue 2014: $251,568Expenses 2014: $252,808Net Income 2014: -$1,2402014Revenue 2015: $237,071Expenses 2015: $244,466Net Income 2015: -$7,3952015Revenue 2016: $239,622Expenses 2016: $250,538Net Income 2016: -$10,9162016Revenue 2017: $220,920Expenses 2017: $229,664Net Income 2017: -$8,7442017Revenue 2018: $274,293Expenses 2018: $248,984Net Income 2018: $25,3092018Revenue 2019: $312,237Expenses 2019: $232,034Net Income 2019: $80,2032019Revenue 2020: $269,133Expenses 2020: $210,567Net Income 2020: $58,5662020Revenue 2021: $156,635Expenses 2021: $113,094Net Income 2021: $43,5412021Revenue 2022: $208,839Expenses 2022: $215,906Net Income 2022: -$7,0672022Revenue 2023: $209,615Expenses 2023: $215,470Net Income 2023: -$5,8552023Revenue 2024: $195,170Expenses 2024: $197,271Net Income 2024: -$2,1012024Revenue 2025: $187,915Expenses 2025: $214,916Net Income 2025: -$27,0012025

Highlighted filing

2025

Revenue$187,915
Expenses$214,916
Net Income-$27,001
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$269,105
Liabilities
$14,043
Net assets
$255,062
Revenue
$187,915
Expenses
$214,916
Net income
-$27,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.69$0.14$2.55$1.88$2.15$0.27
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.16$2.82$1.95$1.97$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.21$2.84$2.10$2.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.23$2.90$2.09$2.16$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.23$2.97$1.57$1.13$0.44
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.19$2.54$2.69$2.11$0.59
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.32$1.95$3.12$2.32$0.80
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.53$1.15$2.74$2.49$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.39$0.89$2.21$2.30$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.43$1.01$2.40$2.51$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.37$1.11$2.37$2.44$0.07
2014Summary only. Only limited summary data is available for this year.$1.60$0.43$1.16$2.52$2.53$0.01
2013Summary only. Only limited summary data is available for this year.$1.71$0.54$1.18$2.32$2.58$0.26
2012Summary only. Only limited summary data is available for this year.$1.89$0.45$1.44$2.23$2.47$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$187,915
Mission and Program Overview

Mission

To protect the right of our members to practice;to provide high quality continuing education; and to promote the highest standards of ethical conduct among our members

Advocacy and education

Program Services

DescriptionGrantsExpenses
Provide high quality continuing education and promote the highest standard of ethical conduct among our members-$135,036
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jolynn McIntoshExecutive Director-$56,100-$56,100
Shawn M AllenTreasurer-$0--
John RunkelPresident-$0--
Nick Greenwell1st Vice President-$0--
Justin Mayer2nd Vice President-$0--
Dale MillerSecretary-$0--
Diane WollockPast President-$0--
Christy McCartneyDirector-$0--
Travis AndersonDirector-$0--
Matt KraegenbrinkDirector-$0--
Alex JohnsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Association of Accountantants Inc
EIN
39-6080572
In Care Of
% Shawn M Allen
Phone
6083255250
Address
1124 17th Ave, Monroe, WI 53566

Signing Officer

Name
Shawn M Allen CPA
Title
Treasurer
Phone
4143292800
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
A Better Tax Service LLC
Address
2273 S 65th St, West Allis, WI 53219
Preparer
Gerald E Lemke
Phone
4143292800
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountInterest 10,899”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 154Memorial & Honorarium Gifts 491Bank Charges 343Board Meeting Expense 859Board Travel Expense 4,514Credit Card Fees 6,601Insurance 825License 650Member Click Fees 6,073Seminar Costs 135,036”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPrepaid Expenses 8,773 5,375Equipment 289 135”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Payable 828 113Deferred Income - Dues 15,465 11,489Deferred Income - Seminars 0 2,441”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04143292800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 340675
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053234
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0289294
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27001
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019531
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0282063
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0255062
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IRS990EZ/OccupancyRentUtltsAndMaintAmt0562
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1056100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shawn M Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Runkel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nick Greenwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Justin Mayer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dale Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Diane Wollock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Christy McCartney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Travis Anderson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Jolynn McIntosh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Past President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt09062
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocacy and education
IRS990EZ/PrintingPublicationsPostageAmt0708
IRS990EZ/ProgramServiceRevenueAmt0157485
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide high quality continuing education and promote the highest standard of ethical conduct among our members
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0135036
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0214916
IRS990EZ/TotalProgramServiceExpensesAmt0135036
IRS990EZ/TotalRevenueAmt0187915
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.waainc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountInterest 10,899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 154Memorial & Honorarium Gifts 491Bank Charges 343Board Meeting Expense 859Board Travel Expense 4,514Credit Card Fees 6,601Insurance 825License 650Member Click Fees 6,073Seminar Costs 135,036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPrepaid Expenses 8,773 5,375Equipment 289 135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearAccounts Payable 828 113Deferred Income - Dues 15,465 11,489Deferred Income - Seminars 0 2,441
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN M ALLEN CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04143292800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wisconsin Association of Accountantants Inc
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0396080572
ReturnHeader/Filer/InCareOfNm0% Shawn M Allen
ReturnHeader/Filer/PhoneNum06083255250
ReturnHeader/Filer/USAddress/AddressLine1Txt01124 17th Ave
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053566
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201829784
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A Better Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02273 S 65th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Allis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053219
ReturnHeader/PreparerPersonGrp/PhoneNum04143292800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD E LEMKE
ReturnHeader/ReturnTs02025-10-13T20:34:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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