2024-05-20T16:18:28-05:00 2023-08-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-09-01 391169160 WISCONSIN EDUCATION ASSOCIATION COUNCIL WISC 6082767711 33 NOB HILL RD MADISON WI 537132195 PEGGY WIRTZ-OLSEN PRESIDENT 6082767711 2024-05-16 1 PEGGY WIRTZ-OLSEN 999009999 0 GLENN MILLER CPA P00086726 6082744020 2024-05-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PEGGY WIRTZ-OLSEN 33 NOB HILL RD MADISON WI 537132195 10487358 0 X WWW.WEAC.ORG X 1972 WI TO AID AND ASSIST AFFILIATED LOCALS, THEIR MEMBERS AND EMPLOYEES REPRESENTED BY SUCH AFFILIATED LOCALS IN OBTAINING AND EXTENDING THE BENEFITS OF MUTUAL ASSISTANCE AND COLLECTIVE BARGAINING, THE IMPROVEMENT OF WAGES, HOURS AND WORKING CONDITIONS AND TO PROMOTE THE ORGANIZATION OF THE UNORGANIZED TEACHERS AND EDUCATION SUPPORT PROFESSIONAL INTO LOCALS OF THEIR OWN CHOOSING FOR THEIR MUTUAL AID, PROTECTION AND ADVANCEMENT; TO AID MEMBERS AND EMPLOYEES REPRESENTED BY THE WISCONSIN EDUCATION ASSOCIATION COUNCIL AFFILIATED LOCALS IN OBTAINING IMPROVED WAGES, HOURS AND WORKING CONDITIONS AND TO PROMOTE THEIR ECONOMIC AND SOCIAL NEEDS BY EVERY LAWFUL MEANS; TO PROMOTE HIGH ETHICAL AND PROFESSIONAL STANDARDS FOR THE EDUCATION PROFESSION; TO PROVIDE FOR THE EDUCATION AND ECONOMIC AND SOCIAL ADVANCEMENT OF THE MEMBERS OF ITS LOCAL MEMBER ORGANIZATIONS AND THE WEA, INC. FOR THEIR MUTUAL CONCERN, AID AND WELFARE; TO COORDINATE THE ACTIVITIES AND STATEWIDE LEGISLATIVE AND OTHER PROGRAMS OF IT 38 35 172 42 0 0 715072 1265180 5827405 9153542 38521 68636 58751 0 6639749 10487358 215884 193483 0 0 4668578 8468656 0 0 0 1839936 2035187 6724398 10697326 -84649 -209968 12347328 13165215 4071124 4974296 8276204 8190919 THE MEMBERS OF THE WISCONSIN EDUCATION ASSOCIATION COUNCIL ADVOCATE FOR GREAT PUBLIC EDUCATION FOR THE COMMON GOOD. 0 0 ELECTED LEADERSHIP - PROVIDES STRONG COMMUNICATIONS AND MEMBER-LEADER ADVOCATES TO ORGANIZE IN THE FIELD TO AID AGAINST ANTI-UNION LEGISLATION. MEMBERSHIP REPRESENTATION - PROVIDES LEGAL REPRESENTATION IN-HOUSE OR FROM OUTSIDE COUNCIL TO MEMBERS AS WELL AS FOR EMPLOYEES WHO REQUIRE LEGAL CONSULT OR ANALYSIS FOR PROPOSED LEGISLATION OR STATE AGENCY RULE DEVELOPMENT. PROFESSIONAL SUPPORTS - PROVIDES UNIQUE TRAININGS DELIVERED BY EDUCATORS TO EDUCATORS. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 34 0 172 1 0 0 0 0 0 0 0 0 X 38 35 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JANE OBERDORF 6082767711 33 NOB HILL RD MADISON WI 537132195 PEGGY WIRTZ-OLSEN PRESIDENT 38.00 2.00 X X 206220 0 68941 KIM SCHROEDER VICE PRESIDENT 38.00 2.00 X X 141926 0 59359 NATHAN UGORETZ SECRETARY/TREASURER 38.00 2.00 X X 148922 0 51342 JESSE MARTINEZ DIRECTOR 1.00 X 0 0 0 MAIWA LOR DIRECTOR 1.00 X 0 0 0 TAMMY ERICKSON DIRECTOR 1.00 X 0 0 0 MIKE GLABERE DIRECTOR 1.00 X 0 0 0 MATTHEW SCHUTZ DIRECTOR 1.00 X 0 0 0 RUSS WEILER DIRECTOR 1.00 X 0 0 0 KATHLEEN MAHONEY DIRECTOR 1.00 X 0 0 0 JACKIE BAUMANN DIRECTOR 1.00 X 0 0 0 AMY GEE DIRECTOR 1.00 X 0 0 0 DJ EHRIKE DIRECTOR 1.00 X 0 0 0 LAURA KNUTSON DIRECTOR 1.00 X 0 0 0 GEORGINE ERICKSON DIRECTOR 1.00 X 0 0 0 ANDREW BRAULT DIRECTOR 1.00 X 0 0 0 MEREDITH SMITH DIRECTOR 1.00 X 0 0 0 BRENDA MORRIS DIRECTOR 1.00 X 0 0 0 TOM WILCOX DIRECTOR 1.00 X 0 0 0 RACHEL SWICK DIRECTOR 1.00 X 0 0 0 MADISON STAUFFER DIRECTOR 1.00 X 0 0 0 NATHAN MURRIN DIRECTOR 1.00 X 0 0 0 TOM ZIGAN DIRECTOR 1.00 X 0 0 0 DIANE SLIVKA DIRECTOR 1.00 X 0 0 0 JEREMY TRAYNOR DIRECTOR (THRU JUNE) 1.00 X 0 0 0 MARK GOINGS THRU JUNE DIRECTOR 1.00 X 0 0 0 BRENT BERGSTROM DIRECTOR 1.00 X 0 0 0 ABIE VANG DIRECTOR 1.00 X 0 0 0 KATHY ANDRYSIAK-MONTEMURRO DIRECTOR 1.00 X 0 0 0 JESSICA BURCH DIRECTOR 1.00 X 0 0 0 MICHAEL JONES DIRECTOR (THRU JUNE) 1.00 X 0 0 0 ANDREA MISSURELI DIRECTOR (THRU JUNE) 1.00 X 0 0 0 AMY MIZIALKO DIRECTOR 1.00 X 0 0 0 INGRID WALKER-HENRY DIRECTOR 1.00 X 0 0 0 ANGIE KENNEDY DIRECTOR 1.00 X 0 0 0 MAURIZIA JOHNSON DIRECTOR 1.00 X 0 0 0 GAIL KABLAU DIRECTOR 1.00 X 0 0 0 CRYSTAL EALY DIRECTOR 1.00 X 0 0 0 E-BEN BRISBY DIRECTOR 1.00 X 0 0 0 ADRIENNE HICKS DIRECTOR 1.00 X 0 0 0 SUZANNE SUBLETTE DIRECTOR 1.00 X 0 0 0 DANIEL MCROBERTS DIRECTOR 1.00 X 0 0 0 ROBERT BAXTER EXECUTIVE DIRECTOR 39.00 1.00 X 178876 0 94842 JANE OBERDORF DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 149650 0 90793 AMY HOFFMAN IT SERVICES CONSULTANT 40.00 X 134462 0 57919 CHRISTINA BREY MEDIA RELATIONS OFFICER 40.00 X 119406 0 85642 JEFFREY ZACHER NETWORK ADMINISTRATOR 40.00 X 135916 0 56951 JEFFREY BAAS WEAC ACADEMY 40.00 X 117041 0 85836 CHRISTINA RIPLEY LEGAL COUNSEL 40.00 X 137058 0 55324 1469477 0 706949 10 0 1 0 0 1265180 1265180 MEMBERSHIP DUES 900099 5599203 5599203 MANAGEMENT FEES 900099 3536891 3536891 LEADERSHIP CONFERENCE AND WORKSHO 611430 17448 17448 9153542 68636 68636 10487358 9153542 0 68636 171044 22439 1053931 4416753 426880 2146279 424813 285871 120437 218203 2525 434031 138691 313354 301524 23274 17326 97243 SUBSCRIPTIONS 82708 10697326 1541370 659887 0 3979786 104027 149935 203644 1836127 74256 48221 653919 562022 63577 91897 7932056 3914600 2428398 2484762 12347328 13165215 2585037 2797196 123166 84965 1362921 2092135 4071124 4974296 X 8276204 8190919 8276204 8190919 12347328 13165215 X -209968 206948 -82265 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 653919 562022 91897 91897 MONEY MARKET AND CDS 3914600 C 3914600 NOTES RECEIVABLE, RELATED PARTY 948463 INVESTMENT IN WISCONSIN EDUCATION ASSOCIATION, INC. 1446245 INVESTMENT IN WISCONSIN EDUCATION ASSOCIATION PROF DEVELOPMENT ACADEMY, INC. 100 OPERATING LEASE RIGHT-OF-USE ASSETS 89954 2484762 POSTRETIREMENT HEALTH CARE OBLIGATION 2001817 OPERATING LEASE LIABILITIES 90318 2092135 1 DEMOCRATIC PARTY OF WI-SEGREGATED FUND 15 N PINCKNEY ST SUITE 200 MADISON WI 53703 390793066 527 12470 0 OPERATING ASSISTANCE CITIZEN ACTION OF WISCONSIN 221 S 2ND STSUITE 300 MILWAUKEE WI 53204 391424314 501(C)(4) 10000 0 GENERAL SUPPORT MILWAUKEE TEACHERS EDUCATION ASSOCIATION 5130 W VLIET ST MILWAUKEE WI 532082624 390478280 501(C)(3) 12914 0 GENERAL SUPPORT LAW FORWARD INC PO BOX 326 MADISON WI 537030326 842803392 501(C)(3) 50000 0 GENERAL SUPPORT EAU CLAIRE ASSOCIATION OF EDUCATORS PO BOX 8003 MADISON WI 53708 391490803 501(C)(5) 8000 0 GENERAL SUPPORT 2 3 SCHOLARSHIPS 14 20300 MEMBER ADVOCACY 3 2139 PART I, LINE 2: THE ASSOCIATION GRANTS FOR REGION FUNDING AND EVENT AND ACTIVITY FUNDING ARE MONITORED THROUGH ONGOING INTERACTION WITH THE STAFF AND GOVERNANCE MEMBERS OF THE REGIONAL UNITS THROUGHOUT THE FISCAL YEAR. ADDITIONALLY, WEAC SURVEYS REGIONAL GOVERNANCE MEMBERS ON AN ANNUAL BASIS IN ACCORDANCE WITH POLICY GUIDELINES. THE REMAINING ONE-TIME GRANTS WERE SENT TO THE ORGANIZATION WITH INSTRUCTIONS FOR THE USE OF THE FUNDS. WEAC STAFF AND MANAGEMENT MAINTAINED REGULAR CONTACT WITH THESE ORGANIZATIONS DURING THE IMPLEMENTATION PROCESS OF USING THE FUNDS AS INSTRUCTED. X X 1 1 X X X 0 0 0 PEGGY WIRTZ-OLSEN PRESIDENT 149183 0 0 0 57037 0 33328 0 35613 0 275161 0 0 0 ROBERT BAXTER EXECUTIVE DIRECTOR 171095 0 0 0 7781 0 31371 0 63471 0 273718 0 0 0 JANE OBERDORF DIRECTOR OF FINANCE AND OPERATIONS 149650 0 0 0 0 0 28733 0 62060 0 240443 0 0 0 CHRISTINA BREY MEDIA RELATIONS OFFICER 119406 0 0 0 0 0 19589 0 66053 0 205048 0 0 0 JEFFREY BAAS WEAC ACADEMY 117041 0 0 0 0 0 22472 0 63364 0 202877 0 0 0 KIM SCHROEDER VICE PRESIDENT 107417 0 0 0 34509 0 21876 0 37483 0 201285 0 0 0 NATHAN UGORETZ SECRETARY/TREASURER 102958 0 0 0 45964 0 18880 0 32462 0 200264 0 0 0 JEFFREY ZACHER NETWORK ADMINISTRATOR 117040 0 0 0 18876 0 22472 0 34479 0 192867 0 0 0 CHRISTINA RIPLEY LEGAL COUNSEL 118501 0 0 0 18557 0 22752 0 32572 0 192382 0 0 0 AMY HOFFMAN IT SERVICES CONSULTANT 117040 0 0 0 17422 0 22472 0 35447 0 192381 0 0 0 PART I, LINE 1A KIM SCHROEDER AND NATHAN UGORETZ RECEIVED HOUSING ALLOWANCES FOR APARTMENT RENT THAT WERE CONSIDERED TAXABLE COMPENSATION. PEGGY WIRTZ-OLSEN AND NATHAN UGORETZ RECEIVED ALLOWANCES FOR COMPANION TRAVEL THAT WERE CONSIDERED TAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS TWO CLASSES OF MEMBERSHIP: ORGANIZATIONAL AND INDIVIDUAL. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE ASSOCIATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE ASSOCIATION'S MEMBERSHIP. THE MEMBER REPRESENTATIVE ASSEMBLY HAS THE ABILITY TO CHANGE DECISIONS OF THE GOVERNING BODY BY A MAJORITY VOTE. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE PREPARED FORM 990 IS FILED WITH THE IRS, A DRAFT OF THE RETURN IS FIRST REVIEWED BY WISCONSIN EDUCATION ASSOCIATION COUNCIL'S FINANCIAL ANALYST. A DRAFT OF THE RETURN IS THEN POSTED ON A PASSWORD-PROTECTED WEBSITE. THE MEMBERS OF THE GOVERNING BODY ARE NOTIFIED THAT A DRAFT OF THE RETURN IS AVAILABLE FOR THEIR REVIEW, QUESTIONS, COMMENTS, AND/OR CHANGES. THE PREPARED FORM 990 IS FILED WITH THE IRS UPON APPROVAL OF THE MEMBERS OF THE GOVERNING BODY, EITHER EXPLICITLY OR IMPLICITLY IF A DIRECTOR DOES NOT PROVIDE QUESTIONS OR COMMENTS WITHIN ONE WEEK AFTER THE DRAFT OF THE RETURN IS POSTED. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION'S CONFLICT OF INTEREST POLICY COVERS ALL GOVERNANCE MEMBERS AND STAFF. EACH YEAR THE MEMBERS OF THE GOVERNING BODY SIGN A DECLARATION FORM CONFIRMING THAT THEY HAVE NO CONFLICTS OF INTEREST IN THEIR ROLES AS DIRECTORS. IF A DIRECTOR DISCLOSES A POTENTIAL CONFLICT OF INTEREST, THE PRESIDENT DETERMINES WHETHER OR NOT A CONFLICT OF INTEREST DOES EXIST. IF A CONFLICT OF INTEREST INVOLVES THE PRESIDENT, THE ISSUE GOES TO THE MEMBERS OF THE GOVERNING BODY FOR CONSIDERATION. RESTRICTIONS ON PERSONS WITH CONFLICTS ARE IMPOSED AT THE DISCRETION OF THE PRESIDENT AND/OR THE DIRECTORS. TYPICALLY, IF A CONFLICT EXISTS, THE INTERESTED PERSON WOULD NOT BE INCLUDED IN DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE DIRECTOR EVALUATION COMMITTEE MAKES COMPENSATION RECOMMENDATIONS TO THE DIRECTORS FOR APPROVAL. THE COMMITTEE REVIEWS COMPENSATION DATA FROM OTHER STATE EDUCATION ASSOCIATIONS FOR COMPARABLE POSITIONS. THE SALARY OF THE PRESIDENT IS DETERMINED BY REVIEWING THE PRIOR YEAR'S AVERAGE SALARY FOR TEACHERS IN WISCONSIN. THE SALARY IS THEN DETERMINED TO BE NO LESS THAN 2.5 TIMES THE AVERAGE, ROUNDED TO THE NEAREST $100, AND THEN APPROVED BY THE GOVERNING BODY. THE SALARIES OF THE VICE PRESIDENT AND SECRETARY/TREASURER ARE DETERMINED BY REVIEWING THE PRIOR YEAR'S AVERAGE SALARY FOR WISCONSIN TEACHERS. THE SALARY IS THEN DETERMINED TO BE NO LESS THAN 1.8 TIMES THE AVERAGE, ROUNDED TO THE NEAREST $100, AND APPROVED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER COMPONENTS OF NET PERIODIC POST-RETIREMENT BENEFIT -82,265. WISCONSIN EDUCATION ASSOCIATION INC PO BOX 8003 MADISON WI 537088003 390712860 HOLD TITLE TO PROPERTY WI 501(C)(2) WISCONSIN EDUCATION ASSOCIATION COUNCIL 1 WISCONSIN EDUCATION ASSOCIATION COUNCIL POLITICAL ACTION COMMITTEE PO BOX 8003 MADISON WI 537088003 391688550 POLITICAL ACTIVITIES AND ADVOCACY WI 527 WISCONSIN EDUCATION ASSOCIATION COUNCIL 1 WISCONSIN EDUCATION ASSOCIATION PROFESSIONAL DEVELOPMENT ACADEMY INC PO BOX 8003 MADISON WI 537088003 391828141 TRAINING AND PROFESSIONAL DEVELOPMENT WI 501(C)(3) LINE 10 WISCONSIN EDUCATION ASSOCIATION COUNCIL 1 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 1 0 WISCONSIN EDUCATION ASSOCIATION INC A 1622 BOOK VALUE WISCONSIN EDUCATION ASSOCIATION INC J 295000 BOOK VALUE WISCONSIN EDUCATION ASSOCIATION INC D 948463 BOOK VALUE