WISCONSIN EDUCATION ASSOCIATION COUNCIL (EIN 391169160) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

ROBERT BAXTER

Phone

6082767711

Tax Period

2024-09-01 to 2025-08-31

WISCONSIN EDUCATION ASSOCIATION COUNCIL, founded in 1972, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2024.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $966,141

Program Service Revenue $10,015,270

Investment Income $234,563

Other Revenue $0

TOTAL REVENUE $11,215,974

Expense Breakdown

Grants Paid $259,485

Salaries & Benefits $9,719,642

Fundraising Expenses $0

Other Expenses $2,325,980

TOTAL EXPENSES $12,305,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,215,974	$11,190,841	+0.0%
Expenses	$12,305,107	$11,959,197	+0.0%
Net Income	$-1,089,133	$-768,356	+0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

194

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,189,928

Total Directors

$694,020

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY WIRTZ-OLSEN	PRESIDENT	38.00	Officer Director	$180,531	$67,226	$247,757
KIM SCHROEDER	VICE PRESIDENT	38.00	Officer Director	$137,194	$51,232	$188,426
NATHAN UGORETZ	SECRETARY-TREASURER	38.00	Officer Director	$162,933	$57,458	$220,391
JESSE MARTINEZ	DIRECTOR	1.00	Director	$1,625	$0	$1,625
MAIWA LOR	DIRECTOR	1.00	Director	$2,780	$0	$3,779
MICHAEL GLABERE	DIRECTOR	1.00	Director	$1,250	$0	$1,250
TAMMY ERICKSON	DIRECTOR	1.00	Director	$2,250	$0	$2,250
RUSSELL WEILER	DIRECTOR	1.00	Director	$2,000	$0	$2,000
JACQUELINE BAUMANN	DIRECTOR	1.00	Director	$5,000	$0	$5,000
DARRELL D EHRIKE JR	DIRECTOR	1.00	Director	$5,625	$0	$5,625
GEORGINE ERICKSON	DIRECTOR	1.00	Director	$2,000	$0	$2,000
MEREDITH SMITH	DIRECTOR	1.00	Director	$10,000	$0	$10,000
JAKE KREUGER	DIRECTOR	1.00	Director	$0	$0	$0
KATE MEYER	DIRECTOR	1.00	Director	$0	$0	$0
TOM ZIGAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA ZYGOWICZ	DIRECTOR	1.00	Director	$0	$0	$0
BRENT BERGSTROM	DIRECTOR	1.00	Director	$0	$0	$0
KATHY ANDRYSIAK-MONTEMURRO	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JONES	DIRECTOR	1.00	Director	$0	$0	$0
INGRID WALKER-HENRY	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
AMELIA MCCONNELL	DIRECTOR	1.00	Director	$1,667	$0	$1,667
E-BEN GRISBY	DIRECTOR	1.00	Director	$0	$0	$2,250
SUZANNE SUBLETTE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BAXTER	EXECUTIVE DIRECTOR	38.00	Officer	$191,877	$93,524	$285,401
JANE OBERDORF	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$155,713	$92,240	$247,953
ACQUINTIS CHESIR	UNISERV DIRECTOR	40.00	Highest	$152,446	$56,688	$209,134
STEVEN GLANDT	UNISERV DIRECTOR	40.00	Highest	$154,033	$57,591	$211,624
CHRISTINA RIPLEY	ATTORNEY	40.00	Highest	$152,270	$62,472	$214,742
CHRISTINA BREY	MEDIA RELATIONS	40.00	Highest	$160,253	$97,118	$257,371
JOHN AC WEDGE	UNISERV DIRECTOR	40.00	Highest	$153,812	$56,770	$210,582

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$11,215,974	$12,305,107	$11,224,401	$-1,089,133
2024	$11,190,841	$11,959,197	$11,845,129	$-768,356
2023	$10,487,358	$10,697,326	$13,165,215	$-209,968
2022	$6,639,749	$6,724,398	$12,347,328	$-84,649
2021	$6,898,296	$6,483,577	$12,509,404	$414,719
2020	$7,444,698	$7,335,480	$12,102,491	$109,218
2019	$7,351,394	$7,390,875	$11,836,253	$-39,481
2018	$6,933,204	$7,431,875	$11,471,819	$-498,671

WISCONSIN EDUCATION ASSOCIATION COUNCIL