Civic Intelligence

Wisconsin Foundation for Educational Administration Inc

990 • Fiscal year 2016 • EIN 93-0833262

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

Organization ProfileWWW.AWSA.ORG/WEBSITE/WFEA
4797 Hayes RoadMadison, WI 53704

(608) 241-0300

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.11x

Higher debt load relative to assets than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

91st percentile

$226,931

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,025,838

Up $48,374 (+4.9%) from 2015

Net Assets

Down

$910,768

Down $8,326 (-0.9%) from 2015

Liabilities

Up

$115,070

Up $56,700 (+97%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin37th percentile

Revenue

Down

$617,586

Down $140,464 (-19%) from 2015

Expenses

Up

$625,912

Up $26,733 (+4.5%) from 2015

Net Income

Down

-$8,326

Down $167,197 (-105%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,064,708Liabilities 2011: $89,478Net Assets 2011: $975,2302011Assets 2012: $1,111,613Liabilities 2012: $142,389Net Assets 2012: $969,2242012Assets 2013: $859,519Liabilities 2013: $141,033Net Assets 2013: $718,4862013Assets 2014: $851,921Liabilities 2014: $91,698Net Assets 2014: $760,2232014Assets 2015: $977,464Liabilities 2015: $58,370Net Assets 2015: $919,0942015Assets 2016: $1,025,838Liabilities 2016: $115,070Net Assets 2016: $910,7682016Assets 2017: $1,084,078Liabilities 2017: $183,619Net Assets 2017: $900,4592017Assets 2018: $1,100,646Liabilities 2018: $191,944Net Assets 2018: $908,7022018Assets 2019: $1,109,056Liabilities 2019: $284,015Net Assets 2019: $825,0412019Assets 2020: $1,577,634Liabilities 2020: $591,390Net Assets 2020: $986,2442020Assets 2021: $1,838,958Liabilities 2021: $462,992Net Assets 2021: $1,375,9662021Assets 2022: $1,928,269Liabilities 2022: $291,167Net Assets 2022: $1,637,1022022Assets 2023: $1,857,171Liabilities 2023: $359,563Net Assets 2023: $1,497,6082023Assets 2024: $1,746,078Liabilities 2024: $280,396Net Assets 2024: $1,465,6822024

Highlighted filing

2016

Assets$1,025,838
Liabilities$115,070
Net Assets$910,768
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $399,2872011Expenses 2012: $540,5032012Revenue 2013: $626,783Expenses 2013: $877,521Net Income 2013: -$250,7382013Revenue 2014: $589,735Expenses 2014: $547,998Net Income 2014: $41,7372014Revenue 2015: $758,050Expenses 2015: $599,179Net Income 2015: $158,8712015Revenue 2016: $617,586Expenses 2016: $625,912Net Income 2016: -$8,3262016Revenue 2017: $593,505Expenses 2017: $603,670Net Income 2017: -$10,1652017Revenue 2018: $1,001,793Expenses 2018: $989,827Net Income 2018: $11,9662018Revenue 2019: $980,348Expenses 2019: $1,067,355Net Income 2019: -$87,0072019Revenue 2020: $1,449,923Expenses 2020: $1,292,185Net Income 2020: $157,7382020Revenue 2021: $1,864,312Expenses 2021: $1,537,090Net Income 2021: $327,2222021Revenue 2022: $1,830,497Expenses 2022: $1,549,052Net Income 2022: $281,4452022Revenue 2023: $1,041,406Expenses 2023: $1,189,485Net Income 2023: -$148,0792023Revenue 2024: $1,113,047Expenses 2024: $1,162,954Net Income 2024: -$49,9072024

Highlighted filing

2016

Revenue$617,586
Expenses$625,912
Net Income-$8,326
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$617,586
Mission and Program Overview

Mission

Education of school administrators

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$297,009$459,755▲ $162,746
Accounts Receivable$25,285$231,750▲ $206,465
Savings and Temporary Cash Investments$502,541$202,799▼ $299,742
Cash and Non-Interest-Bearing Accounts$138,157$116,317▼ $21,840
Prepaid Expenses and Deferred Charges$6,472$7,717▲ $1,245
Other Notes and Loans Receivable, Net$8,000$7,500▼ $500
Total Assets$977,464$1,025,838▲ $48,374
Liabilities
Accounts Payable and Accrued Expenses$58,370$115,070▲ $56,700
Total Liabilities$58,370$115,070▲ $56,700
Net Assets / Fund Balance
Unrestricted Net Assets$919,094$910,768▼ $8,326
Total Net Assets Fund Balance$919,094$910,768▼ $8,326
Total Liabilities and Net Assets / Fund Balance$977,464$1,025,838▲ $48,374

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$459,511$482,551$942,062
Equipment$244$46,875$47,119
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John FischerDirector of AdminPT$20,876$116,410$137,286
Joe SchroederAssociate Exec DirectorPT$35,778$9,608$45,386
James LynchExecutive DirectorPT$31,653$8,599$40,252

Board Members and Trustees

NameTitle
Connie PellmannPast President
James EdmondPresident
Bruce RussellPresident Elect
Brandon MunsonDirector
Christopher HaegerDirector
Connie NegaardDirector
Doan BuiDirector
Jeanne SiegenthalerDirector
Patricia EllsworthDirector
Paul FranzwaDirector
Richard FlahertyDirector
Stacey EversonDirector
Thomas MuellerDirector
Tom GrosinskeDirector
Trisha DetertDirector
Richard ParksWfea Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$80
Program Service Revenue
$617,248
Investment Income
$258
Other Revenue
$0
All Other Contributions
$80
Change in Net Assets
$-8,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$617,586
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$617,586
Total Revenue per Form 990
$617,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$625,912
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$372,363--$372,363
Fees for Services Management-$60,000-$60,000
Occupancy-$39,385-$39,385
Depreciation Depletion-$27,693-$27,693
Fees for Services Accounting-$5,005-$5,005
Other Expenses$102,090$702-$702
Total Functional Expenses$474,453$151,459$0$625,912

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$625,912
Total Expenses per Audited Statements$625,912
Total Expenses per Form 990$625,912
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the board of directors and the executive director before filing”

Form 990, Part VI, Section B, Line 12C

“Annual review by board directors”

Form 990, Part VI, Section B, Line 15

“Annual review by board directors”

Form 990, Part VI, Section C, Line 18

“UPON WRITTEN REQUEST”

Form 990, Part VI, Section C, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Wisconsin Foundation for Educational
EIN
93-0833262
Phone
6082410300
Address
4797 HAYES ROAD, MADISON, WI 53704

Signing Officer

Name
James Lynch
Title
Executive Director
Phone
6082410300
Signed
2017-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lynch
Formed
1983
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Firm
Grobe & Associates Cpas LLC
Address
37 KESSEL COURT SUITE 205, MADISON, WI 53711
Preparer
John Bakunowicz CPA
Phone
6082101200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income taxes under section 501(c)(3) of the u.s. Internal revenue code, except on net income derived from unrelated business activities. There was no income tax expense on unrelated business activities for the years ended june 30, 2016 and 2015. The foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Further, no related interest or penalties have been accrued or charged to expense as of june 30, 2015 or for the year then ended. The federal and state income tax returns of the foundation are subject to examination by taxing authorities, generally three years and four years after due date, respectively.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13WFEA TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASSOCIATE EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF ADMIN
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IRS990/MissionDesc0EDUCATION OF SCHOOL ADMINISTRATORS
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0SAIL EXPENSES
IRS990/OtherExpensesGrp/Desc1PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1764
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2702
IRS990/OtherExpensesGrp/ProgramServicesAmt0102090
IRS990/OtherExpensesGrp/TotalAmt0102090
IRS990/OtherExpensesGrp/TotalAmt117910
IRS990/OtherExpensesGrp/TotalAmt2764
IRS990/OtherExpensesGrp/TotalAmt3702
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06472
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07717
IRS990/PrincipalOfficerNm0JAMES LYNCH
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0GRANT & CONFERENCE INC
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt158680
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt158680
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0125151
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-8326
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125676
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt058938
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt061701
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt060494
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0558568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0571198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0526839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0566884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0473859
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt058938
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt059799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt060494
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IRS990ScheduleA/InvestmentIncomeCYPct00.09710
IRS990ScheduleA/InvestmentIncomePYPct00.11120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.88880
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0696349
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0566984
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0474003
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0534497
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03126651
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0459511
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0482551
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0942062
IRS990ScheduleD/EquipmentGrp/BookValueAmt0244
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046875
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047119
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0625912
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0617586
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THERE WAS NO INCOME TAX EXPENSE ON UNRELATED BUSINESS ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2016 AND 2015. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FURTHER, NO RELATED INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JUNE 30, 2015 OR FOR THE YEAR THEN ENDED. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE FOUNDATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY THREE YEARS AND FOUR YEARS AFTER DUE DATE, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0625912
IRS990ScheduleD/TotalRevenuePerForm990Amt0617586
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0617586
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0625912

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,025,838
Liabilities
$115,070
Net assets
$910,768
Revenue
$617,586
Expenses
$625,912
Net income
-$8,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.28$1.47$1.11$1.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.36$1.50$1.04$1.19$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.29$1.64$1.83$1.55$0.28
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.46$1.38$1.86$1.54$0.33
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.59$0.99$1.45$1.29$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.28$0.83$0.98$1.07$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.19$0.91$1.00$0.99$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.18$0.90$0.59$0.60$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.12$0.91$0.62$0.63$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.06$0.92$0.76$0.60$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.09$0.76$0.59$0.55$0.04
2013Summary only. Only limited summary data is available for this year.$0.86$0.14$0.72$0.63$0.88$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.14$0.97$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.09$0.98$0.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits