WISCONSIN SOCIETY OF ENROLLED AGENT S INC

EIN: 391547060

WAUWATOSA, WI

Total Revenue
$18,910
Total Expenses
$20,563
Total Assets
$56,286
Net Assets
$55,641
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
WI
Principal Officer
CRYSTAL WHEELER
Phone
2626492069
Tax Period
2020-07-01 to 2021-06-30

WISCONSIN SOCIETY OF ENROLLED AGENT S INC, founded in 1985, is a micro nonprofit that reported $19K in total revenue in fiscal year 2020. Net assets of $56K represent 35 months of operating reserves.

Mission

TO FOSTER THE PROFESSIONAL GROWTH OF OUR MEMBERS BY PROVIDING THE OPPORTUNITY FOR IRS SANCTIONED CPE TO INCOME TAX PROFESSIONALS AT AN AFFORDABLE COST. TO ENHANCE THE ROLE OF THE ENROLLED AGENT AMONG GOVERNMENT AGENCIES, OTHER PROFESSIONS AND AMONG THE PUBLIC AT LARGE, AND TO PROTECT THE INTEREST OF ITS MEMBERS

Program Service Accomplishments

Program 1
Expenses: $8,742

WE PRESENTED OUR THREE USUALLY SEMINARS IN JANUARY, MAY, AND SEPTEMBER USING QUALIFIED SPEAKERS SKILLED IN INCOME TAX PREPARATION TO TAX PROFESSIONALS. WE APPROVED A CONTRACTED FOR AN ADMINSITRATIVE...

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WE PRESENTED OUR THREE USUALLY SEMINARS IN JANUARY, MAY, AND SEPTEMBER USING QUALIFIED SPEAKERS SKILLED IN INCOME TAX PREPARATION TO TAX PROFESSIONALS. WE APPROVED A CONTRACTED FOR AN ADMINSITRATIVE SPECIALIST TO ASSIST IN THE COMMUNICATIONS, ADMINISTRATION, AND SEMINAR MANAGEMENT OF THE ORGANIZATION.

Program 2
Expenses: $2,000

WE SUPPORT LOBBYING ACTIVITES TO DEFEND AND PROTEC THE ENROLLED AGENT CREDENTIAL.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $4,428
Program Service Revenue $14,422
Investment Income $10
Other Revenue $50
TOTAL REVENUE $18,910

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,935
Fundraising Expenses $0
Program Expenses $10,742
Other Expenses $12,628
TOTAL EXPENSES $20,563

Year-over-Year Comparison

2020 2019 Change
Revenue $18,910 $19,513 0.0%
Expenses $20,563 $34,965 -0.4%
Net Income $-1,653 $-15,452 -0.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
130
Independent Members
130
Employees
N/A
Volunteers
N/A

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CRYSTAL WHEELER PRESIDENT N/A
Officer Director
$0 $0 $0
CONNIE THOMAS VICE PRESIDE N/A
Officer Director
$0 $0 $0
JIM BARSUL SECRETARY N/A
Officer Director
$0 $0 $0
MEGAN STEINFELD TREASURER N/A
Officer Director
$0 $0 $0
TOM VAN DE LOO DIRECTOR N/A
Director
$0 $0 $0
JOEL GUTHMANN DIRECTOR N/A
Director
$0 $0 $0
DAVID FAYRAM DIRECTOR N/A
Director
$0 $0 $0
TRISH EVENSTAD PAST PRESIDE N/A
Director
$0 $0 $0
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
2021 $18,910 $20,563 $56,286 $-1,653
2020 $19,513 $34,965 $57,669 $-15,452
2019 $24,610 $13,289 $72,746 $11,321
2018 $35,422 $25,726 $61,437 $9,696
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