Weac Region 2 FY2022 filing

Not tax-deductible

Stevens Point, WI501(c)(5)Since 2014EmploymentEIN 39-1230694Revenue $557K in FY2022

On file with the IRSweac.org/region-offices/weac-region-2Po Box 46, 54481-0046 · Stevens Point, WITax-exempt since Dec 2021

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$230K paid to officers and key staff.
Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $19K a year · 3% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$230K
to officers and key staff · 38% of spending
Concern: pay to officers and key staff is 38% of spending; over 30%.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $787K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$218K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$557K
-7% vs prior year
Spent
$606K
Net assets
$674K
By yearFY2020–FY2024
Revenue
$557K
FY2022▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$601K
FY2021$599K
FY2022$557K
FY2023$539K
FY2024$533K
FY2024$1.3M
Expenses
$606K
FY2022▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$603K
FY2021$595K
FY2022$606K
FY2023$595K
FY2024$523K
FY2024$526K
Net assets
$674K
FY2022▼ -11%
Tap a bar for its year
Net assets by fiscal year
FY2020$775K
FY2021$755K
FY2022$674K
FY2023$702K
FY2024$720K
FY2024$1.5M

From the FY2022 Form 990 (year ending August 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

12 people listed on the 990; $230K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Uniserv Director
$115,400Pt VII · Sec A
Uniserv Director
$110,704Pt VII · Sec A
President
$2,000Pt VII · Sec A
Member-At-Large
$750Pt VII · Sec A
Secretary
$500Pt VII · Sec A
$500Pt VII · Sec A
Member-At-Large
$100Pt VII · Sec A
Member-At-Large (thru June)
$0Pt VII · Sec A

Russell Weiler’s $2K as President is at the 0th percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Larry Holtz——$75,806$110,704$123,062$123,024
Josh Skubal——$77,299$115,400$115,278$114,544
Tracy Pharo-Kozak—————$2,438
Russell Weiler$2,000—————
Russ Weiler—$2,000$2,000$2,000$750$750
Barry Walsh$750$250$50$750$50—
Elizabeth Kysely——$750———
Jonathan Marin—————$563

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Weac Region 2 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps Wisconsin teachers' unions negotiate contracts and improve their profession.

Provided by the organization

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1 program · in their own filed words · FY2021
01

The purpose of weac region 2 shall be to provide a governance structure through which member local associations may cooperatively provide services for their members and carry out the following objectives: provide assistance in obtaining improved wages, hours, and working conditions to school personnel represented by member local…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$787K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$557K
Ln 12
Fees for servicesLn 2g$470K
Gifts and grantsLn 1h$82K
Investment incomeLn 3$5K
Money outPt IX
$606K
Ln 25
Owns and owesPt X
$674K
net assets · Ln 32
Cash and savingsLn 1–2$203K
Total assetsLn 16$892K
LiabilitiesLn 26$218K
PeoplePt VI, VII
12
listed · VII A
PaidVII A7
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$82K
Fees for servicesLn 2g$470K
Investment incomeLn 3$5K
Total revenueLn 12$557K
Assets in detailPt X, end of year
CashLn 1$110K
SavingsLn 2$93K
Cash and savings togetherLn 1–2$203K
InvestmentsLn 11–13$618K
Land, buildings, equipmentLn 10c$52K
Total assetsLn 16$892K
LiabilitiesLn 26$218K
Net assetsLn 32$674K
OperationsPt I, VI
EmployeesI 50
VolunteersI 61
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$225K$203K
InvestmentsLn 11–13$628K$618K
Land, buildings, equipmentLn 10c$64K$52K
Total assetsLn 16$937K$892K
LiabilitiesLn 26$182K$218K
Net assetsLn 32$755K$674K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$394K
Other salaries and wagesLn 7$63K
Pension plan contributionsLn 8$12K
Other employee benefitsLn 9$18K
Payroll taxesLn 10$23K
Accounting feesLn 11c$6K
Office expensesLn 13$16K
Information technologyLn 14$1K
OccupancyLn 16$38K
TravelLn 17$18K
Conferences, conventions and meetingsLn 19$947
Depreciation, depletion and amortizationLn 22$12K
All other expensesLn 24e$4K
Total functional expensesLn 25$606K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $533K$523K$9K$720K 990 PDF
FY2023 $539K$595K−$57K$702K 990 PDF
FY2022 Viewing $557K$606K−$49K$674K 990 PDF
FY2021 $599K$595K$4K$755K 990 PDF
FY2020 $601K$603K−$3K$775K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $556,851 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $83,062$82,332
I-9 Program service revenuePrior year $500,117$469,829
I-10 Investment incomePrior year $10,978$4,690
I-11 Other revenuePrior year $4,902$0
I-12 Total revenuePrior year $599,059$556,851
I-13 Grants and similar amounts paidPrior year $1,104$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $485,026$510,303
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $108,593$95,216
I-18 Total expensesPrior year $594,723$605,519
I-19 Revenue less expensesPrior year $4,336−$48,668
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $556,851 across 5 lines filed
VIII-1f All other contributions, gifts and grants$82,332
VIII-1h Total contributions, gifts and grants$82,332
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $469,829$469,829
VIII-3 Investment incomeExcluded from tax $4,690$4,690
VIII-12 Total revenueRelated to mission $469,829 · Unrelated business $0 · Excluded from tax $4,690$556,851
Part IX · Statement of functional expenses $605,519 across 13 lines filed
IX-5 Pay of current officers, directors and key staff$393,643
IX-7 Other salaries and wages$62,912
IX-8 Pension plan contributions$12,079
IX-9 Other employee benefits$18,416
IX-10 Payroll taxes$23,253
IX-11c Accounting fees$6,200
IX-13 Office expenses$15,635
IX-14 Information technology$1,234
IX-16 Occupancy$38,000
IX-17 Travel$17,714
IX-19 Conferences, conventions and meetings$947
IX-22 Depreciation, depletion and amortization$11,836
IX-24e All other expenses$3,650
IX-25 Total functional expenses$605,519
Part X · Balance sheet $891,877 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $132,164$109,739
X-2 Savings and temporary cash investmentsStart of year $93,069$93,081
X-4 Accounts receivableStart of year $19,829$18,715
X-10c Land, buildings and equipment, netStart of year $64,006$52,170
X-12 Other securitiesStart of year $627,849$618,172
X-16 Total assetsStart of year $936,917$891,877
X-17 Accounts payable and accrued expensesStart of year $46,037$47,735
X-19 Deferred revenueStart of year $122$0
X-25 Other liabilitiesStart of year $135,927$170,188
X-26 Total liabilitiesStart of year $182,086$217,923
X-27 Net assets without donor restrictionsStart of year $754,831$673,954
X-32 Total net assets or fund balancesStart of year $754,831$673,954
X-33 Total liabilities and net assetsStart of year $936,917$891,877
Part XI · Reconciliation of net assets $673,954 net assets at year end
XI-1 Total revenue$556,851
XI-2 Total expenses$605,519
XI-3 Revenue less expenses−$48,668
XI-4 Net assets at start of year$754,831
XI-5 Net unrealized gains (losses) on investments−$13,209
XI-9 Other changes in net assets−$19,000
XI-10 Net assets at end of year$673,954

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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