Weac Region 5 FY2024 filing

Not tax-deductible

Baraboo, WI501(c)(5)EmploymentEIN 39-1956866Revenue $505K in FY2024

On file with the IRSweac.org/region/region5Po Box 191, 53913-0191 · Baraboo, WITax-exempt since Feb 2000

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Assist wisconsin education association council-affiliated local associations in collective bargaining, member rights, public relations, professional development, political action, and other areas.

$2K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

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FY2024 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $52K a year · 9% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$2K
to officers and key staff · 0.5% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 16.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$34K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 7 voting members
Looks good: 4 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$505K
-4% vs prior year
Spent
$331K
Net assets
$530K
By yearFY2020–FY2025
Revenue
$505K
FY2024▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$577K
FY2021$572K
FY2022$545K
FY2023$528K
FY2024$505K
FY2025$583K
Expenses
$331K
FY2024▼ -31%
Tap a bar for its year
Expenses by fiscal year
FY2020$547K
FY2021$548K
FY2022$566K
FY2023$480K
FY2024$331K
FY2025$527K
Net assets
$530K
FY2024▲ +49%
Tap a bar for its year
Net assets by fiscal year
FY2020$216K
FY2021$242K
FY2022$213K
FY2023$356K
FY2024$530K
FY2025$586K

From the FY2024 Form 990 (year ending August 2024) · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2000.

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

Who runs it and what they're paid

9 people listed on the 990; $2K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$1,000Pt VII · Sec A
Vice President
$500Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Member At-Large (from July 2024)
$0Pt VII · Sec A
Member At-Large
$0Pt VII · Sec A
Member At-Large
$0Pt VII · Sec A
Member At-Large
$0Pt VII · Sec A
Member At-Large (thru June 2024)
$0Pt VII · Sec A

Georgine Erickson’s $1K as President is at the 2nd percentile of top reported officer pay among 1217 $100K–1M 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 · 7 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
William Froelich—$93,525$121,063$120,635$119,541
John Horn—$78,137$116,689$114,672$113,933
Georgine Erickson$1,000$1,000$1,000$1,000$500
Randy Ebright Thru June————$1,000
Andrew Brault$500$500$500$500—
Mary Walz—$500$500$500—
Michael Carpenter Thru June————$500

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.

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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 15aNo

Programs and updates

Helps Wisconsin educators bargain, develop skills, and advocate for their rights.

Questions for Weac Region 5

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Provided by the organization

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1 program · in their own filed words · FY2023
01

The purpose of weac region 5 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 public school personnel represented by member local…

Pt IX · col B

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$505K
Ln 12
Fees for servicesLn 2g$422K
Gifts and grantsLn 1h$82K
Investment incomeLn 3$1K
Money outPt IX
$331K
Ln 25
Owns and owesPt X
$530K
net assets · Ln 32
Cash and savingsLn 1–2$445K
Total assetsLn 16$564K
LiabilitiesLn 26$34K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$82K
Fees for servicesLn 2g$422K
Investment incomeLn 3$1K
Other incomeLn 4–11$22
Total revenueLn 12$505K
Assets in detailPt X, end of year
CashLn 1$307K
SavingsLn 2$138K
Cash and savings togetherLn 1–2$445K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3K
Other assetsLn 15$87K
Total assetsLn 16$564K
LiabilitiesLn 26$34K
Net assetsLn 32$530K
OperationsPt I, VI
EmployeesI 56
VolunteersI 64
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$327K$445K
InvestmentsLn 11–13$4K$0
Land, buildings, equipmentLn 10c$3K$3K
Total assetsLn 16$452K$564K
LiabilitiesLn 26$97K$34K
Net assetsLn 32$356K$530K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6K
Pay of current officers, directors and key staffLn 5$5K
Management feesLn 11a$290K
Accounting feesLn 11c$2K
Office expensesLn 13$3K
Information technologyLn 14$1K
OccupancyLn 16$707
TravelLn 17$16K
Other expenses (24a–d)Ln 24$2K
All other expensesLn 24e$3K
Total functional expensesLn 25$331K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $583K$527K$56K$586K 990 PDF
FY2024 Viewing $505K$331K$175K$530K 990 PDF
FY2023 $528K$480K$48K$356K 990 PDF
FY2022 $545K$566K−$21K$213K 990 PDF
FY2021 $572K$548K$24K$242K 990 PDF
FY2020 $577K$547K$30K$216K 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 FY2024 990 (6 parts)
Part I · Summary $505,393 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $82,332$82,330
I-9 Program service revenuePrior year $444,487$421,593
I-10 Investment incomePrior year $1,073$1,448
I-11 Other revenuePrior year $290$22
I-12 Total revenuePrior year $528,182$505,393
I-13 Grants and similar amounts paidPrior year $6,238$5,600
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $424,048$5,250
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $49,926$319,823
I-18 Total expensesPrior year $480,212$330,673
I-19 Revenue less expensesPrior year $47,970$174,720
Part VI · Governance 4 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $505,393 across 5 lines filed
Lines not itemized here account for $22 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$82,330
VIII-1h Total contributions, gifts and grants$82,330
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $421,593$421,593
VIII-3 Investment incomeExcluded from tax $1,448$1,448
VIII-12 Total revenueRelated to mission $421,593 · Unrelated business $0 · Excluded from tax $1,470$505,393
Part IX · Statement of functional expenses $330,673 across 10 lines filed
IX-1 Grants to domestic organizations$5,600
IX-5 Pay of current officers, directors and key staff$5,250
IX-11a Management fees$290,415
IX-11c Accounting fees$2,370
IX-13 Office expenses$2,820
IX-14 Information technology$1,200
IX-16 Occupancy$707
IX-17 Travel$16,418
IX-24 Other expenses (24a–d)$2,428
IX-24e All other expenses$3,465
IX-25 Total functional expenses$330,673
Part X · Balance sheet $563,778 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $192,941$307,157
X-2 Savings and temporary cash investmentsStart of year $133,604$137,898
X-4 Accounts receivableStart of year $31,512$28,697
X-10c Land, buildings and equipment, netStart of year $3,224$3,223
X-12 Other securitiesStart of year $4,283$0
X-15 Other assetsStart of year $86,803$86,803
X-16 Total assetsStart of year $452,367$563,778
X-17 Accounts payable and accrued expensesStart of year $96,846$33,526
X-26 Total liabilitiesStart of year $96,846$33,526
X-27 Net assets without donor restrictionsStart of year $355,521$530,252
X-32 Total net assets or fund balancesStart of year $355,521$530,252
X-33 Total liabilities and net assetsStart of year $452,367$563,778
Part XI · Reconciliation of net assets $530,252 net assets at year end
XI-1 Total revenue$505,393
XI-2 Total expenses$330,673
XI-3 Revenue less expenses$174,720
XI-4 Net assets at start of year$355,521
XI-5 Net unrealized gains (losses) on investments$11
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$530,252

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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