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 390712860 WISCONSIN EDUCATION ASSOCIATION INC WISC 6082767711 PO BOX 8003 MADISON WI 53708 PEGGY WIRTZ-OLSEN PRESIDENT 6082767711 2026-03-20 1 1 HANNAH JENSEN CPA P01635171 6082744020 2026-03-20 2024 2025-03-06 01:10:19Z ROBERT BAXTER PO BOX 8003 MADISON WI 53708 486799 0 X N/A X 1855 WI HOLD TITLE TO PROPERTY OF WISCONSIN EDUCATION ASSOCIATION COUNCIL. 4 0 1 0 0 0 0 0 470060 472039 10969 14760 0 0 481029 486799 0 0 0 0 80175 66270 0 0 0 398862 393769 479037 460039 1992 26760 2827967 2843943 949261 938477 1878706 1905466 NONE 0 0 WISCONSIN EDUCATION ASSOCIATION, INC. HOLDS TITLE TO PROPERTY, COLLECTS INCOME THEREFROM, AND TURNS OVER THE ENTIRE AMOUNT THEREOF (LESS EXPENSES) TO THE WISCONSIN EDUCATION ASSOCIATION COUNCIL, AN AFFILIATED TAX-EXEMPT ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(5). 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 2 0 1 1 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X JANE OBERDORF 6082767711 33 NOB HILL RD MADISON WI 53713 ROBERT BAXTER EXECUTIVE DIRECTOR 1.00 38.00 X X 0 191877 93524 PEGGY WIRTZ-OLSEN PRESIDENT 1.00 40.00 X X 0 180531 67226 KIM SCHROEDER VICE PRESIDENT 1.00 38.00 X X 0 137194 51232 NATHAN UGORETZ SECRETARY-TREASURER 1.00 40.00 X X 0 162933 57458 0 672535 269440 0 0 1 0 0 RENT INCOME 531120 472039 472039 472039 14760 14760 486799 472039 0 14760 44587 4406 13866 3411 1800 6243 260560 294 124872 460039 150000 141426 429310 494574 9221 21287 7242992 5056336 2239436 2186656 2827967 2843943 25138 9374 924123 929103 949261 938477 X 1878706 1905466 1878706 1905466 2827967 2843943 26760 0 X 0 1 X 1 0 922225 922225 6115787 4955953 1159834 204980 100383 104597 2186656 NOTES PAYABLE TO WISCONSIN EDUCATION ASSOCIATION COUNCIL 924123 DUE TO WISCONSIN EDUCATION ASSOCIATION COUNCIL 4980 929103 0 0 0 ROBERT BAXTER EXECUTIVE DIRECTOR 0 176446 0 0 0 15431 0 32054 0 61470 0 285401 0 0 PEGGY WIRTZ-OLSEN PRESIDENT 0 160307 0 0 0 20224 0 27917 0 39309 0 247757 0 0 NATHAN UGORETZ SECRETARY-TREASURER 0 117265 0 0 0 45668 0 20098 0 37360 0 220391 0 0 KIM SCHROEDER VICE PRESIDENT 0 110633 0 0 0 26561 0 20098 0 31134 0 188426 0 0 PART I, LINE 3 AN EXECUTIVE DIRECTOR EVALUATION COMMITTEE OF WISCONSIN EDUCATION ASSOCIATION COUNCIL MAKES COMPENSATION RECOMMENDATIONS TO THE DIRECTORS OF WISCONSIN EDUCATION ASSOCIATION COUNCIL FOR APPROVAL. THE COMMITTEE REVIEWS COMPENSATION DATA FROM OTHER STATE EDUCATION ASSOCIATIONS FOR COMPARABLE POSITIONS. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE MEMBER: WISCONSIN EDUCATION ASSOCIATION COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A WISCONSIN EDUCATION ASSOCIATION, INC. HAS A BOARD OF DIRECTORS CONSISTING OF THE FOUR INDIVIDUALS WHO HOLD THE POSITIONS OF PRESIDENT, VICE-PRESIDENT, SECRETARY-TREASURER, AND EXECUTIVE DIRECTOR OF THE WISCONSIN EDUCATION ASSOCIATION COUNCIL. WISCONSIN EDUCATION ASSOCIATION, INC. HAS FOUR OFFICERS: PRESIDENT, VICE-PRESIDENT, SECRETARY-TREASURER, AND EXECUTIVE DIRECTOR, WITH EACH OFFICE BEING HELD BY THE INDIVIDUAL WHO HOLDS THE CORRESPONDING OFFICE FOR THE WISCONSIN EDUCATION ASSOCIATION COUNCIL. FORM 990, PART VI, SECTION A, LINE 8B THE CORPORATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. 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 CORPORATION ADOPTED THE PARENT ORGANIZATION'S CONFLICT OF INTEREST POLICY THAT COVERS ALL DIRECTORS AND OFFICERS. ANNUALLY THE DIRECTORS SIGN A STATEMENT CONFIRMING THAT THEY DO NOT HAVE A CONFLICT OF INTEREST. IF A DIRECTOR DISCLOSES A POTENTIAL CONFLICT OF INTEREST, THE ORGANIZATION'S PRESIDENT DETERMINES WHETHER OR NOT A CONFLICT OF INTEREST DOES EXIST. IF THE PRESIDENT HAS A POTENTIAL CONFLICT OF INTEREST, THE REMAINING DIRECTORS DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST DOES EXIST. ACTUAL CONFLICTS OF INTEREST ARE REVIEWED BY THE PRESIDENT OR BY THE REMAINING DIRECTORS IF THE CONFLICT OF INTEREST INVOLVES THE PRESIDENT. GENERALLY, INDIVIDUALS WITH A CONFLICT OF INTEREST ARE EXCLUDED FROM THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WISCONSIN EDUCATION ASSOCIATION COUNCIL 33 NOB HILL RD MADISON WI 53713 391169160 LABOR ORGANIZATION WI 501(C)(5) N/A 0 WISCONSIN EDUCATION ASSOCIATION PROFESSIONAL DEVELOPMENT ACADEMY INC PO BOX 8003 MADISON WI 53708 391828141 PROMOTE HIGH QUALITY PUBLIC EDUCATION 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 7 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 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0