WISCONSIN RETIRED EDUCATORS ASSOCIATION INC

EIN: 396081788

MIDDLETON, WI

Total Revenue
$385,114
Total Expenses
$361,117
Total Assets
$464,496
Net Assets
$196,391
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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
1969
Legal Domicile
WI
Principal Officer
DIANE WILCENSKI
Phone
6088315115
Tax Period
2024-10-01 to 2025-09-30

WISCONSIN RETIRED EDUCATORS ASSOCIATION INC, founded in 1969, is a small nonprofit that reported $385K in total revenue in fiscal year 2024. Expenses of $361K left a modest 6% surplus.

Mission

PROVIDE MEMBER SERVICES, EDUCATIONAL PROGRAMS, SUPPORT OF PUBLIC EDUCATION IN WISCONSIN, AND IMPROVE BENEFITS FOR RETIRED EDUCATORS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $12,044
Program Service Revenue $371,062
Investment Income $2,008
Other Revenue $0
TOTAL REVENUE $385,114

Expense Breakdown

Grants Paid $0
Salaries & Benefits $157,149
Fundraising Expenses $0
Program Expenses $324,745
Other Expenses $203,968
TOTAL EXPENSES $361,117

Year-over-Year Comparison

2024 2023 Change
Revenue $385,114 $366,958 +0.0%
Expenses $361,117 $378,554 0.0%
Net Income $23,997 $-11,596 -3.1%
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

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Governance

Voting Members
15
Independent Members
N/A
Employees
2
Volunteers
650

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
$78,208
Total Directors
1
$78,208
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANE WILCENSKI EXECUTIVE DI 40.00
Officer Director
$78,208 $0 $78,208
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 $385,114 $361,117 $464,496 $23,997
2024 $366,958 $378,554 $460,532 $-11,596
2023 $371,309 $341,362 $481,481 $29,947
2022 $385,254 $380,551 $441,277 $4,703
2021 $357,396 $353,048 $445,371 $4,348
2020 $436,883 $377,011 $485,958 $59,872
2019 $481,663 $458,256 $504,532 $23,407
2018 $440,833 $471,127 $569,379 $-30,294
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