2026-03-23T10:53:22-05:00 2025-08-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-09-01 391169160 WISCONSIN EDUCATION ASSOCIATION COUNCIL WISC 6082767711 33 NOB HILL RD MADISON WI 53713 PEGGY WIRTZ-OLSEN PRESIDENT 6082767711 2026-03-19 1 1 HANNAH JENSEN CPA P01635171 6082744020 2026-03-19 2024 2025-03-06 01:10:19Z ROBERT BAXTER 33 NOB HILL RD MADISON WI 53713 11215974 0 X WEAC.ORG X 1972 WI 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 24 20 194 11 0 0 1056040 966141 9932232 10015270 202569 234563 0 0 11190841 11215974 321492 259485 0 0 9414875 9719642 0 0 0 2222830 2325980 11959197 12305107 -768356 -1089133 11845129 11224401 4057226 3214389 7787903 8010012 ADVOCATE FOR GREAT PUBLIC EDUCATION FOR THE COMMON GOOD. 0 0 MEMBERSHIP REPRESENTATION - PROVIDES LEGAL REPRESENTATION IN-HOUSE OR FROM OUTSIDE COUNCIL TO MEMBERS AS WELL AS FOR EMPLOYEES WHO REQUIRE LEGAL CONSULT OR ANALYSIS FOR PROPOSED LEGISLATION OR STATE AGENCY RULE DEVELOPMENT. ELECTED LEADERSHIP - PROVIDES STRONG COMMUNICATIONS AND MEMBER-LEADER ADVOCATES TO ORGANIZE IN THE FIELD TO AID AGAINST ANTI-UNION LEGISLATION. PROFESSIONAL SUPPORTS - PROVIDES UNIQUE TRAININGS DELIVERED BY EDUCATORS TO EDUCATORS. 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 37 0 194 1 0 0 0 0 1 1 0 0 0 X 24 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JANE OBERDORF 6082767711 33 NOB HILL RD MADISON WI 53713 PEGGY WIRTZ-OLSEN PRESIDENT 38.00 3.00 X X 180531 0 67226 KIM SCHROEDER VICE PRESIDENT 38.00 1.00 X X 137194 0 51232 NATHAN UGORETZ SECRETARY-TREASURER 38.00 3.00 X X 162933 0 57458 JESSE MARTINEZ DIRECTOR 1.00 X 1625 0 0 MAIWA LOR DIRECTOR 1.00 X 2780 999 0 MICHAEL GLABERE DIRECTOR 1.00 X 1250 0 0 TAMMY ERICKSON DIRECTOR 1.00 X 2250 0 0 RUSSELL WEILER DIRECTOR 1.00 X 2000 0 0 JACQUELINE BAUMANN DIRECTOR 1.00 X 5000 0 0 DARRELL D EHRIKE JR DIRECTOR 1.00 X 5625 0 0 GEORGINE ERICKSON DIRECTOR 1.00 X 2000 0 0 MEREDITH SMITH DIRECTOR 1.00 X 10000 0 0 JAKE KREUGER DIRECTOR 1.00 X 0 0 0 KATE MEYER DIRECTOR 1.00 1.00 X 0 0 0 TOM ZIGAN DIRECTOR 1.00 X 0 0 0 LAURA ZYGOWICZ DIRECTOR 1.00 X 0 0 0 BRENT BERGSTROM DIRECTOR 1.00 X 0 0 0 KATHY ANDRYSIAK-MONTEMURRO DIRECTOR 1.00 X 0 0 0 MICHAEL JONES DIRECTOR 1.00 X 0 0 0 INGRID WALKER-HENRY DIRECTOR 1.00 X 0 0 0 ANGIE KENNEDY DIRECTOR 1.00 X 0 0 0 AMELIA MCCONNELL DIRECTOR 1.00 X 1667 0 0 E-BEN GRISBY DIRECTOR 1.00 X 0 2250 0 SUZANNE SUBLETTE DIRECTOR 1.00 X 0 0 0 ROBERT BAXTER EXECUTIVE DIRECTOR 38.00 1.00 X 191877 0 93524 JANE OBERDORF DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 155713 0 92240 ACQUINTIS CHESIR UNISERV DIRECTOR 40.00 X 152446 0 56688 STEVEN GLANDT UNISERV DIRECTOR 40.00 X 154033 0 57591 CHRISTINA RIPLEY ATTORNEY 40.00 X 152270 0 62472 CHRISTINA BREY MEDIA RELATIONS 40.00 X 160253 0 97118 JOHN AC WEDGE UNISERV DIRECTOR 40.00 X 153812 0 56770 1635259 3249 692319 30 0 1 0 HAWKS QUINDEL SC PO BOX 2155 MADISON WI 537012155 LEGAL SERVICES 113831 1 966141 966141 MEMBERSHIP DUES 813930 5624626 5624626 MANAGEMENT FEES 813930 4356295 4356295 LEADERSHIP CONFERENCE AND WORKSHO 813930 34349 34349 10015270 234563 234563 11215974 10015270 0 234563 237735 21750 1170880 4109654 914136 3064772 460200 581633 81729 18491 133623 15 357413 108889 312839 242021 179145 2098 46787 106370 SUBSCRIPTIONS 95967 58960 12305107 669492 719639 3349254 2635359 238420 275914 890556 546832 27381 83979 716638 616369 130145 100269 4070085 4335849 2469796 2526560 11845129 11224401 2091261 2212111 95597 54366 1870368 947912 4057226 3214389 X 7787903 8010012 7787903 8010012 11845129 11224401 X -1089133 -143808 1086058 368992 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 713510 613241 100269 3128 3128 0 100269 CASH AND MONEY MARKET FUNDS 96459 C CERTIFICATES OF DEPOSIT 4239390 F 4335849 NOTES RECEIVABLE, RELATED PARTY 924123 INVESTMENT IN WISCONSIN EDUCATION ASSOCIATION, INC. 1446245 INVESTMENT IN WI EDUCATION ASSOCIATION PROFESSIONAL DEVELOPMENT ACADEMY, INC 100 OPERATING LEASE RIGHT-OF-USE ASSETS 19791 FINANCE LEASE RIGHT-OF-USE ASSET 131211 DUE FROM WI EDUCATION ASSOCIATION PROFESSIONAL DEVELOPMENT ACADEMY, INC. 110 DUE FROM WISCONSIN EDUCATION ASSOCIATION, INC. 4980 2526560 POST-RETIREMENT HEALTH CARE OBLIGATION 497660 OPERATING LEASE LIABILITIES 19791 FINANCE LEASE LIABILITIES 132196 DUE TO WISCONSIN EDUCATION ASSOCIATION COUNCIL POLITICAL ACTION COMMITTEE 17461 REFUNDABLE ADVANCES 280804 947912 1 CITIZEN ACTION OF WISCONSIN INC 4716 W VLIET ST MILWAUKEE WI 53208 391424314 501(C)(4) 20000 0 GENERAL SUPPORT LAW FORWARD INC 222 W WASHINGTON AVE SUITE 680 MADISON WI 53703 842803392 501(C)(3) 100000 0 GENERAL SUPPORT EAU CLAIRE ASSOCIATION OF EDUCATORS 2004 HIGHLAND AVE L EAU CLAIRE WI 54701 391490803 501(C)(5) 8000 0 GENERAL SUPPORT WISCONSIN ALLIANCE FOR EXCELLENT SCHOOLS INC 1502 W BROADWAY STE 102 MADISON WI 53713 061824467 501(C)(3) 10000 0 GENERAL SUPPORT RACINE EDUCATIONAL ASSISTANTS ASSOCIATION 1201 WEST BLVD RACINE WI 53405 271416981 501(C)(5) 10000 0 GENERAL SUPPORT KENOSHA EDUCATION ASSOCIATION 3030 39TH AVE 117 KENOSHA WI 53144 391089325 501(C)(6) 10000 0 GENERAL SUPPORT 2 4 SCHOLARSHIPS 15 21750 PART I, LINE 2: THE ASSOCIATION GRANTS FOR REGION FUNDING AND EVENT AND ACTIVITY FUNDING ARE MONITORED THROUGH ONGOING INTERACTION WITH THE STAFF AND GOVERNANCE MEMBERS OF THE REGIONAL UNITS THROUGHOUT THE FISCAL YEAR. ADDITIONALLY, WEAC SURVEYS REGIONAL GOVERNANCE MEMBERS ON AN ANNUAL BASIS IN ACCORDANCE WITH POLICY GUIDELINES. THE REMAINING ONE-TIME GRANTS WERE SENT TO THE ORGANIZATION WITH INSTRUCTIONS FOR THE USE OF THE FUNDS. WEAC STAFF AND MANAGEMENT MAINTAINED REGULAR CONTACT WITH THESE ORGANIZATIONS DURING THE IMPLEMENTATION PROCESS OF USING THE FUNDS AS INSTRUCTED. X X 1 1 X X X 0 0 0 ROBERT BAXTER EXECUTIVE DIRECTOR 176446 0 0 0 15431 0 32054 0 61470 0 285401 0 0 0 CHRISTINA BREY MEDIA RELATIONS 153213 0 0 0 7040 0 29417 0 67701 0 257371 0 0 0 JANE OBERDORF DIRECTOR OF FINANCE AND OPERATIONS 154331 0 0 0 1382 0 29631 0 62609 0 247953 0 0 0 PEGGY WIRTZ-OLSEN PRESIDENT 160307 0 0 0 20224 0 27917 0 39309 0 247757 0 0 0 NATHAN UGORETZ SECRETARY-TREASURER 117265 0 0 0 45668 0 20098 0 37360 0 220391 0 0 0 CHRISTINA RIPLEY ATTORNEY 138103 0 0 0 14167 0 25192 0 37280 0 214742 0 0 0 STEVEN GLANDT UNISERV DIRECTOR 154033 0 0 0 0 0 24305 0 33286 0 211624 0 0 0 JOHN AC WEDGE UNISERV DIRECTOR 153812 0 0 0 0 0 24305 0 32465 0 210582 0 0 0 ACQUINTIS CHESIR UNISERV DIRECTOR 152446 0 0 0 0 0 24305 0 32383 0 209134 0 0 0 KIM SCHROEDER VICE PRESIDENT 110633 0 0 0 26561 0 20098 0 31134 0 188426 0 0 0 PART I, LINE 1A KIM SCHROEDER AND NATHAN UGORETZ RECEIVED HOUSING ALLOWANCES FOR APARTMENT RENT THAT WERE CONSIDERED TAXABLE COMPENSATION. PEGGY WIRTZ-OLSEN AND NATHAN UGORETZ RECEIVED ALLOWANCES FOR COMPANION TRAVEL THAT WERE CONSIDERED TAXABLE COMPENSATION. FORM 990, PART I, LINE 1 ITS LOCAL MEMBER ORGANIZATIONS; TO DEVELOP AMONG THE PROFESSION AND THE PUBLIC A BETTER UNDERSTANDING OF THE ISSUES AND PROBLEMS IN THE AREA OF MEMBERS' RIGHTS; TO ADVANCE THE CIVIL AND ACADEMIC RIGHTS OF THE PUBLIC AND PRIVATE TEACHING PROFESSION; TO ENCOURAGE ALL MEMBERS, WITHOUT REGARD TO RACE, CREED, RELIGION, GENDER, SEXUAL ORIENTATION, COLOR, NATIONAL ORIGIN, TO SHARE EQUALLY IN THE FULL BENEFITS OF THIS ORGANIZATION AND ITS LOCAL MEMBER ORGANIZATIONS, THE NATIONAL EDUCATION ASSOCIATION AND THE WEA, INC.; TO SECURE LEGISLATION WHICH WILL SAFEGUARD AND PROMOTE THE PRINCIPLE OF FREE COLLECTIVE BARGAINING, AND THE RIGHTS OF MEMBERS IN BOTH THE PUBLIC AND PRIVATE SECTOR, AND TO OPPOSE LEGISLATION HOSTILE TO THESE OBJECTIVES; TO PROMOTE AND USE ALL APPROPRIATE MEDIA, TO ADVANCE AND PROTECT THE EDUCATION PROFESSION AND THE INDIVIDUAL RIGHTS OF THE MEMBERS OF THE EDUCATION PROFESSION THROUGH EDUCATION AND OTHER LAWFUL MEANS; TO SAFEGUARD THE DEMOCRATIC CHARACTER OF THE EDUCATION ASSOCIATION FOR PROTECTION OF THE RIGHTS OF THE EDUCATION PROFESSION, AND ITS INDIVIDUAL MEMBERS, THROUGH THE ORGANIZATION OF THIS COUNCIL AND ITS LOCAL MEMBER ORGANIZATIONS; TO PROVIDE FOR INVOLVEMENT OF MINORITY MEMBERS IN ASSOCIATION ACTIVITIES; TO ENCOURAGE MEMBERS TO REGISTER TO VOTE, TO EXERCISE THEIR FULL RIGHTS AND RESPONSIBILITIES OF CITIZENSHIP AND TO PERFORM THEIR RIGHTFUL PART IN THE POLITICAL LIFE OF LOCAL, STATE AND NATIONAL COMMUNITIES, WHILE PRESERVING THE INDEPENDENCE OF THE MEMBERS AND THE EDUCATION PROFESSION FROM POLITICAL CONTROL; TO PROMOTE THE HUMAN AND CIVIL RIGHTS AND EDUCATIONAL WELFARE OF ALL STUDENTS; TO PROMOTE THE IMPROVEMENT OF INSTRUCTION; TO WORK TOWARDS THE IMPROVEMENT OF TEACHER EDUCATION AND PROFESSIONAL DEVELOPMENT. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THREE CLASSES OF MEMBERSHIP: ORGANIZATIONAL, INDIVIDUAL AND ASSOCIATE. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE ASSOCIATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE ASSOCIATION'S MEMBERSHIP. THE MEMBER REPRESENTATIVE ASSEMBLY HAS THE ABILITY TO CHANGE DECISIONS OF THE GOVERNING BODY BY A MAJORITY VOTE. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE PREPARED FORM 990 IS FILED WITH THE IRS, A DRAFT OF THE RETURN IS FIRST REVIEWED BY WISCONSIN EDUCATION ASSOCIATION COUNCIL'S FINANCIAL ANALYST. A DRAFT OF THE RETURN IS THEN POSTED ON A PASSWORD-PROTECTED WEBSITE. THE MEMBERS OF THE GOVERNING BODY ARE NOTIFIED THAT A DRAFT OF THE RETURN IS AVAILABLE FOR THEIR REVIEW, QUESTIONS, COMMENTS, AND/OR CHANGES. THE PREPARED FORM 990 IS FILED WITH THE IRS UPON APPROVAL OF THE MEMBERS OF THE GOVERNING BODY, EITHER EXPLICITLY OR IMPLICITLY IF A DIRECTOR DOES NOT PROVIDE QUESTIONS OR COMMENTS WITHIN ONE WEEK AFTER THE DRAFT OF THE RETURN IS POSTED. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION'S CONFLICT OF INTEREST POLICY COVERS ALL GOVERNANCE MEMBERS AND STAFF. EACH YEAR THE MEMBERS OF THE GOVERNING BODY SIGN A DECLARATION FORM CONFIRMING THAT THEY HAVE NO CONFLICTS OF INTEREST IN THEIR ROLES AS DIRECTORS. IF A DIRECTOR DISCLOSES A POTENTIAL CONFLICT OF INTEREST, THE PRESIDENT DETERMINES WHETHER OR NOT A CONFLICT OF INTEREST DOES EXIST. IF A CONFLICT OF INTEREST INVOLVES THE PRESIDENT, THE ISSUE GOES TO THE MEMBERS OF THE GOVERNING BODY FOR CONSIDERATION. RESTRICTIONS ON PERSONS WITH CONFLICTS ARE IMPOSED AT THE DISCRETION OF THE PRESIDENT AND/OR THE DIRECTORS. TYPICALLY, IF A CONFLICT EXISTS, THE INTERESTED PERSON WOULD NOT BE INCLUDED IN DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE DIRECTOR EVALUATION COMMITTEE MAKES COMPENSATION RECOMMENDATIONS TO THE DIRECTORS FOR APPROVAL. THE COMMITTEE REVIEWS COMPENSATION DATA FROM OTHER STATE EDUCATION ASSOCIATIONS FOR COMPARABLE POSITIONS. THE SALARY OF THE PRESIDENT IS DETERMINED BY REVIEWING THE PRIOR YEAR'S AVERAGE SALARY FOR TEACHERS IN WISCONSIN. THE SALARY IS THEN DETERMINED TO BE NO LESS THAN 2.5 TIMES THE AVERAGE, ROUNDED TO THE NEAREST $100, AND THEN APPROVED BY THE GOVERNING BODY. THE SALARIES OF THE VICE PRESIDENT AND SECRETARY/TREASURER ARE DETERMINED BY REVIEWING THE PRIOR YEAR'S AVERAGE SALARY FOR WISCONSIN TEACHERS. THE SALARY IS THEN DETERMINED TO BE NO LESS THAN 1.8 TIMES THE AVERAGE, ROUNDED TO THE NEAREST $100, AND APPROVED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER COMPONENTS OF NET PERIODIC POST-RETIREMENT BENEFIT 368,992. WISCONSIN EDUCATION ASSOCIATION INC PO BOX 8003 MADISON WI 53708 390712860 HOLD TITLE TO PROPERTY WI 501(C)(2) WISCONSIN EDUCATION ASSOCIATION COUNCIL 1 WISCONSIN EDUCATION ASSOCIATION COUNCIL POLITICAL ACTION COMMITTEE PO BOX 8003 MADISON WI 53708 391688550 POLITICAL ACTIVITIES AND ADVOCACY WI 527 WISCONSIN EDUCATION ASSOCIATION COUNCIL 1 WISCONSIN EDUCATION ASSOCIATION PROFESSIONAL DEVELOPMENT ACADEMY INC PO BOX 8003 MADISON WI 53708 391828141 TRAINING AND PROFESSIONAL DEVELOPMENT WI 501(C)(3) LINE 10 WISCONSIN EDUCATION ASSOCIATION INC 1 WEA MEMBER BENEFITS FOUNDATION INC PO BOX 7893 MADISON WI 53707 833341845 SUPPORT PUBLIC EDUCATORS, PUBLIC SCHOOLS, AND THE COMMUNITIES THEY SERVE WI 501(C)(3) LINE 10 N/A 0 WEA MEMBER BENEFIT TRUST 660 JOHN NOLEN DR MADISON WI 53713 396189371 PROVIDE MEMBER BENEFITS WI N/A T 0 WEA PROPERTY & CASUALTY INSURANCE COMPANY 660 JOHN NOLEN DR MADISON WI 53713 391767647 PROPERTY AND CASUALTY INSURANCE WI N/A C 0 WEA INVESTMENT SERVICES INC 660 JOHN NOLEN DR MADISON WI 53713 450510731 INVESTMENT SERVICES WI N/A C 0 WEA FINANCIAL ADVISORS 660 JOHN NOLEN DR MADISON WI 53713 260539876 FINANCIAL ADVISING WI N/A C 0 WEA TAX SHELTERED ANNUITY TRUST 660 JOHN NOLEN DR MADISON WI 53713 391310713 INVESTMENT SERVICES WI N/A T 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 WISCONSIN EDUCATION ASSOCIATION INC J 295000 BOOK VALUE WISCONSIN EDUCATION ASSOCIATION INC D 924123 BOOK VALUE