Civic Intelligence

Wisconsin Retired Educators Association Inc

990 • Fiscal year 2018 • EIN 39-6081788

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

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

93rd percentile

0.86x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

1.11x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Net Margin

23rd percentile

-6.9%

Higher net margin than 23% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

88th percentile

$76,471

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2018

Asset Growth

6th percentile

-23%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-6.7%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$569,379

Down $169,450 (-23%) from 2017

Net Assets

Down

$80,841

Down $26,962 (-25%) from 2017

Liabilities

Down

$488,538

Down $142,488 (-23%) from 2017

Revenue

Down

$440,833

Down $31,889 (-6.7%) from 2017

Expenses

Down

$471,127

Down $54,278 (-10%) from 2017

Net Income

Up

-$30,294

Up $22,389 (+42%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $744,544Liabilities 2011: $497,845Net Assets 2011: $246,6992011Assets 2012: $638,998Liabilities 2012: $449,097Net Assets 2012: $189,9012012Assets 2013: $670,003Liabilities 2013: $495,885Net Assets 2013: $174,1182013Assets 2014: $702,733Liabilities 2014: $528,340Net Assets 2014: $174,3932014Assets 2015: $707,177Liabilities 2015: $565,297Net Assets 2015: $141,8802015Assets 2016: $777,740Liabilities 2016: $630,571Net Assets 2016: $147,1692016Assets 2017: $738,829Liabilities 2017: $631,026Net Assets 2017: $107,8032017Assets 2018: $569,379Liabilities 2018: $488,538Net Assets 2018: $80,8412018Assets 2019: $504,532Liabilities 2019: $409,657Net Assets 2019: $94,8752019Assets 2020: $485,958Liabilities 2020: $338,306Net Assets 2020: $147,6522020Assets 2021: $445,371Liabilities 2021: $290,158Net Assets 2021: $155,2132021Assets 2022: $441,277Liabilities 2022: $287,234Net Assets 2022: $154,0432022Assets 2023: $481,481Liabilities 2023: $297,491Net Assets 2023: $183,9902023Assets 2024: $460,532Liabilities 2024: $288,138Net Assets 2024: $172,3942024Assets 2025: $464,496Liabilities 2025: $268,105Net Assets 2025: $196,3912025

Highlighted filing

2018

Assets$569,379
Liabilities$488,538
Net Assets$80,841

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $488,544Expenses 2011: $547,300Net Income 2011: -$58,7562011Expenses 2012: $500,0632012Revenue 2013: $476,658Expenses 2013: $492,441Net Income 2013: -$15,7832013Revenue 2014: $456,846Expenses 2014: $456,571Net Income 2014: $2752014Revenue 2015: $443,487Expenses 2015: $465,261Net Income 2015: -$21,7742015Revenue 2016: $468,876Expenses 2016: $476,450Net Income 2016: -$7,5742016Revenue 2017: $472,722Expenses 2017: $525,405Net Income 2017: -$52,6832017Revenue 2018: $440,833Expenses 2018: $471,127Net Income 2018: -$30,2942018Revenue 2019: $481,663Expenses 2019: $458,256Net Income 2019: $23,4072019Revenue 2020: $436,883Expenses 2020: $377,011Net Income 2020: $59,8722020Revenue 2021: $357,396Expenses 2021: $353,048Net Income 2021: $4,3482021Revenue 2022: $385,254Expenses 2022: $380,551Net Income 2022: $4,7032022Revenue 2023: $371,309Expenses 2023: $341,362Net Income 2023: $29,9472023Revenue 2024: $366,958Expenses 2024: $378,554Net Income 2024: -$11,5962024Revenue 2025: $385,114Expenses 2025: $361,117Net Income 2025: $23,9972025

Highlighted filing

2018

Revenue$440,833
Expenses$471,127
Net Income-$30,294
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 11, 2019
Return Version
2017v2.2
Gross Receipts
$542,405
Mission and Program Overview

Mission

Provide member services, educational programs, support of public education in Wisconsin, and improve benefits for retired educators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$338,438$342,205▲ $3,767
Investments in Publicly Traded Securities$181,944$167,707▼ $14,237
Cash and Non-Interest-Bearing Accounts$136,030$48,305▼ $87,725
Accounts Receivable$33,689$3,805▼ $29,884
Savings and Temporary Cash Investments$46,009$3,124▼ $42,885
Prepaid Expenses and Deferred Charges$1,413$2,448▲ $1,035
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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-
Total Assets$738,829$569,379▼ $169,450
Other Assets Total$1,306$1,785▲ $479
Liabilities
Mortgage Notes Payable Secured by Investment Property$236,354$228,406▼ $7,948
Deferred Revenue$339,205$197,645▼ $141,560
Accounts Payable and Accrued Expenses$55,467$62,487▲ $7,020
Total Liabilities$631,026$488,538▼ $142,488
Net Assets / Fund Balance
Unrestricted Net Assets$107,803$80,841▼ $26,962
Total Net Assets Fund Balance$107,803$80,841▼ $26,962
Total Liabilities and Net Assets / Fund Balance$738,829$569,379▼ $169,450

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$222,724$56,816$279,540
Equipment$4,330$114,163$118,493
Land$102,800-$102,800
Other Land Buildings$12,351$32,834$45,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane WilcenskiExecutive DirectorFT$76,471-$76,471
Annaliece RynesAssistant to EDFT$64,992$1,950$66,942
Barbara Kleppefor board.FT$55,247-$55,247
Kathleen Muskat-FT$25,156-$25,156

Board Members and Trustees

NameTitle
See attachment-
Revenue and Support

Revenue Composition

Contributions and Grants
$8,723
Program Service Revenue
$417,713
Investment Income
$14,397
Other Revenue
$0
All Other Contributions
$8,723
Change in Net Assets
$-30,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$255,261
Other Expenses$215,866
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$141,449$15,717-$157,166
Current Officers, Directors, Trustees, and Key Employees$68,824$7,647-$76,471
All Other Expenses$22,111$4,001-$26,112
Conferences and Meetings$20,511--$20,511
Payroll Taxes$17,707$1,967-$19,674
Interest$12,000--$12,000
Fees for Services Accounting$3,679$7,359-$11,038
Depreciation Depletion$9,310--$9,310
Other Expenses$8,414$725-$8,414
Travel$5,492--$5,492
Office Expenses$3,977$442-$4,419
Insurance$900$1,800-$2,700
Information Technology$718$1,437-$2,155
Pension Plan Contributions$1,755$195-$1,950
Total Functional Expenses$429,837$41,290$0$471,127
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
In-house lobbying only
No
Subject to proxy tax
Yes
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
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The membership delegate assembly elects officers of the association, power to amend bylaws, and acts on resolutions.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Officers of the Association are elected by a member delegate assembly.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The membership delegate assembly elects officers of the association, power to amend bylaws, and acts on resolutions.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is presented to the WREA Executive Council and signed by the Treasurer.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Annual performance evaluation for employees.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request.

Filing and Contact Details

Filer

Filer Name
Wisconsin Retired Educators
EIN
39-6081788
Phone
6088315115
Address
6405 Century Avenue, Middleton, WI 53562

Signing Officer

Name
Darlene K Wotachek
Title
Treasurer
Signed
2019-02-11
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Wi
Voting Board Members
23
Independent Board Members
0
Employees
6
Volunteers
650

Preparer

Firm
Porter & Sack CPAs SC
Address
6515 Watts Road Suite 200, Madison, WI 53719-2726
Preparer
Mark D KrebsbachCPA
Phone
6082338333
Raw XML AppendixShowing 400 of 442 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/BOYAmt055467
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt062487
IRS990/AccountsReceivableGrp/BOYAmt033689
IRS990/AccountsReceivableGrp/EOYAmt03805
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide member services, educational programs, support of public education in Wisconsin, and improve benefits for retired educators.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt08723
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04001
IRS990/AllOtherExpensesGrp/ProgramServicesAmt022111
IRS990/AllOtherExpensesGrp/TotalAmt026112
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
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/ZIPCd0535622858
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0136030
IRS990/CashNonInterestBearingGrp/EOYAmt048305
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt07647
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt068824
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt076471
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt020511
IRS990/ConferencesMeetingsGrp/TotalAmt020511
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08723
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014397
IRS990/CYOtherExpensesAmt0215866
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0417713
IRS990/CYRevenuesLessExpensesAmt0-30294
IRS990/CYSalariesCompEmpBnftPaidAmt0255261
IRS990/CYTotalExpensesAmt0471127
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0440833
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0339205
IRS990/DeferredRevenueGrp/EOYAmt0197645
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt09310
IRS990/DepreciationDepletionGrp/TotalAmt09310
IRS990/Desc0The Wisconsin Retired Educators' Association (WREA) is an issue-oriented association of retired educators and others interested in education. We are committed to monitoring and improving the benefits for retired educators and other members of the Wisconsin Retirement System (WRS). We inform our members about and advocate for educational and other relevant societal issues. We structure opportunities for our volunteer members to collaborate with one another and with organizations sharing similar goals. We provide a variety of benefits for our members and community services for our members and the public.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0429837
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07359
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03679
IRS990/FeesForServicesAccountingGrp/TotalAmt011038
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11950
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Diane Wilcenski
IRS990/Form990PartVIISectionAGrp/PersonNm1Annaliece Rynes
IRS990/Form990PartVIISectionAGrp/PersonNm2Barbara Kleppe
IRS990/Form990PartVIISectionAGrp/PersonNm3Kathleen Muskat
IRS990/Form990PartVIISectionAGrp/PersonNm4See attachment
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt076471
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt164992
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt255247
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt325156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Assistant to ED
IRS990/Form990PartVIISectionAGrp/TitleTxt2for board.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt010847
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0112419
IRS990/GrossReceiptsAmt0542405
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01437
IRS990/InformationTechnologyGrp/ProgramServicesAmt0718
IRS990/InformationTechnologyGrp/TotalAmt02155
IRS990/InsuranceGrp/ManagementAndGeneralAmt01800
IRS990/InsuranceGrp/ProgramServicesAmt0900
IRS990/InsuranceGrp/TotalAmt02700
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt012000
IRS990/InterestGrp/TotalAmt012000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03550
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03550
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0181944
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0167707
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0203813
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0338438
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0342205
IRS990/LandBldgEquipCostOrOtherBssAmt0546018
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0101572
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide member services, educational programs, support of public education in Wisconsin, and improve benefits for retired educators.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0236354
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0228406
IRS990/NetAssetsOrFundBalancesBOYAmt0107803
IRS990/NetAssetsOrFundBalancesEOYAmt080841
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010847
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010847
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03332
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0442
IRS990/OfficeExpensesGrp/ProgramServicesAmt03977
IRS990/OfficeExpensesGrp/TotalAmt04419
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01306
IRS990/OtherAssetsTotalGrp/EOYAmt01785
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Membership Activity
IRS990/OtherExpensesGrp/Desc1Legislative Activity
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Committees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0725
IRS990/OtherExpensesGrp/ProgramServicesAmt068739
IRS990/OtherExpensesGrp/ProgramServicesAmt129659
IRS990/OtherExpensesGrp/ProgramServicesAmt214592
IRS990/OtherExpensesGrp/ProgramServicesAmt38414
IRS990/OtherExpensesGrp/TotalAmt068739
IRS990/OtherExpensesGrp/TotalAmt129659
IRS990/OtherExpensesGrp/TotalAmt215317
IRS990/OtherExpensesGrp/TotalAmt38414
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015717
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0141449
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157166
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01967
IRS990/PayrollTaxesGrp/ProgramServicesAmt017707
IRS990/PayrollTaxesGrp/TotalAmt019674
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0195
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01755
IRS990/PensionPlanContributionsGrp/TotalAmt01950
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01413
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02448
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Distict Meetings
IRS990/ProgramServiceRevenueGrp/Desc1Member Benefit
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/Desc3Miscellaneous
IRS990/ProgramServiceRevenueGrp/Desc4State Conventions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01417
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130439
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2358457
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31205
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt426195
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01417
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130439
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2358457
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt426195
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt013371
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07828
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0284758
IRS990/PYProgramServiceRevenueAmt0451523
IRS990/PYRevenuesLessExpensesAmt0-52683
IRS990/PYSalariesCompEmpBnftPaidAmt0240647
IRS990/PYTotalExpensesAmt0525405
IRS990/PYTotalRevenueAmt0472722
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-30294
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0417713
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt046009
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03124
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0222724
IRS990ScheduleD/BuildingsGrp/DepreciationAmt056816
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0279540
IRS990ScheduleD/EquipmentGrp/BookValueAmt04330
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0114163
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118493
IRS990ScheduleD/LandGrp/BookValueAmt0102800
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0102800
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012351
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032834
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045185
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0342205
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The membership delegate assembly elects officers of the association, power to amend bylaws, and acts on resolutions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Officers of the Association are elected by a member delegate assembly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The membership delegate assembly elects officers of the association, power to amend bylaws, and acts on resolutions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is presented to the WREA Executive Council and signed by the Treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Annual performance evaluation for employees.
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 15b: Compensation Review and Approval Process for Officers and Key Employees
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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WREA Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391852926
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Promote outreach programs, education and volunteerism.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
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/InvolvedAmt011208
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt19640
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt26750
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WREA Foundation Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WREA Foundation Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2WREA Foundation Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1o
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0738829
IRS990/TotalAssetsEOYAmt0569379
IRS990/TotalAssetsGrp/BOYAmt0738829
IRS990/TotalAssetsGrp/EOYAmt0569379
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08723
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041290
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0429837
IRS990/TotalFunctionalExpensesGrp/TotalAmt0471127
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0631026
IRS990/TotalLiabilitiesEOYAmt0488538
IRS990/TotalLiabilitiesGrp/BOYAmt0631026
IRS990/TotalLiabilitiesGrp/EOYAmt0488538
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0107803
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt080841
IRS990/TotalOtherCompensationAmt01950
IRS990/TotalProgramServiceExpensesAmt0429837
IRS990/TotalProgramServiceRevenueAmt0417713
IRS990/TotalReportableCompFromOrgAmt0221866
IRS990/TotalRevenueGrp/ExclusionAmt014397
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0417713
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0440833

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.64$2.68$1.96$3.85$3.61$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$2.88$1.72$3.67$3.79$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$2.97$1.84$3.71$3.41$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$2.87$1.54$3.85$3.81$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$2.90$1.55$3.57$3.53$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$3.38$1.48$4.37$3.77$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$4.10$0.95$4.82$4.58$0.23
2018Detailed filing. Detailed filing data is available for this year.$5.69$4.89$0.81$4.41$4.71$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$6.31$1.08$4.73$5.25$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$6.31$1.47$4.69$4.76$0.08
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.07$5.65$1.42$4.43$4.65$0.22
2014Detailed filing. Detailed filing data is available for this year.$7.03$5.28$1.74$4.57$4.57$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$4.96$1.74$4.77$4.92$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$4.49$1.90$5.00
2011Summary only. Only limited summary data is available for this year.$7.45$4.98$2.47$4.89$5.47$0.59
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)4 • $500k-$1M nonprofits